13F 机构持仓

Bravera Wealth

BISMARCK ND · SEC CIK 0002126773

2026Q22026Q1 更早 9 个季度 🔒
$2.61亿2026Q2 申报市值
352持仓数
50.6%前十大占比 · 第一大 21.6%
7 / 66新建仓 / 清仓
申报市值走势$2.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 21.6%
SCHG 5.0%
VTV 4.4%
FENI 3.4%
FSMD 3.3%
RDVY 2.7%
SDVY 2.6%
CGDV 2.6%
AVUV 2.5%
FNDX 2.5%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$568.54万
SCHG 加仓+$137.42万
FENI 加仓+$86.44万
MUNI 加仓+$86.08万
VTV 加仓+$84.91万

2026Q2 卖出最多 按季末市值估算

IWV 清仓-$113.72万
AGG 清仓-$94.49万
IEFA 减仓-$62.37万
SUB 减仓-$60.69万
EFA 减仓-$36.53万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VBK Vanguard Small-Cap Growth ETF $438.88万1.68%12,001 1,10310.1% $40.34万 加仓
VOT Vanguard Mid-Cap Growth ETF $441.84万1.69%14,425 1,51211.7% $46.31万 加仓
EMXC iShares MSCI Emerging Markets Ex China ETF $460.71万1.77%45,035 3,0217.2% $30.90万 加仓
CGGR Capital Group Growth ETF $516.92万1.98%109,516 12,87113.3% $60.75万 加仓
VIG Vanguard Dividend Appreciation ETF $538.83万2.07%22,772 410.2% $9,701 加仓
MSFT Microsoft Corp $542.52万2.08%14,544 -360-2.4% -$13.43万 减仓
AUSF Global X Adaptive U.S. Factor ETF $546.72万2.10%111,896 11,61911.6% $56.77万 加仓
VEA Vanguard Developed Markets Index FTSE ETF $549.66万2.11%77,145 1,4351.9% $10.22万 加仓
FNDX Schwab Fundamental U.S. Large Company ETF $651.70万2.50%209,549 17,9069.3% $55.69万 加仓
AVUV Avantis U.S. Small Cap Value ETF $656.99万2.52%52,660 2,6285.3% $32.79万 加仓
CGDV Capital Group Dividend Value ETF $668.87万2.56%135,729 11,5479.3% $56.90万 加仓
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $676.81万2.60%156,888 12,2948.5% $53.04万 加仓
RDVY First Trust Rising Dividend Achievers ETF $695.52万2.67%85,803 7,1609.1% $58.04万 加仓
FSMD Fidelity SMID Multifactor ETF $871.85万3.34%164,967 14,5839.7% $77.07万 加仓
FENI Fidelity Enhanced International ETF $898.56万3.45%223,912 21,54110.6% $86.44万 加仓
VTV Vanguard Value Index ETF $1,158.49万4.44%53,159 3,8967.9% $84.91万 加仓
SCHG Schwab U.S. Large-Cap Growth ETF $1,296.34万4.97%383,079 40,60911.9% $137.42万 加仓
VOO Vanguard 500 Index ETF $5,622.30万21.56%81,861 8,27811.2% $568.54万 加仓