Bravera Wealth
BISMARCK ND · SEC CIK 0002126773
$2.22亿2026Q1 申报市值
410持仓数
47.4%前十大占比 · 第一大 19.8%
30 / 102新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$201.87万
SUB 新建仓+$199.16万
VOO 加仓+$194.68万
SCHG 加仓+$140.54万
IWV 新建仓+$113.72万
2026Q1 卖出最多 按季末市值估算
SDY 减仓-$45.96万
VIG 减仓-$33.44万
VYM 清仓-$32.23万
SCHD 减仓-$31.68万
SCHY 减仓-$25.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | Vanguard Developed Markets Index FTSE ETF | $485.15万 | 2.19% | 75,710 | 10,725 | 16.5% | $68.73万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $488.85万 | 2.20% | 22,731 | -1,555 | -6.4% | -$33.44万 | 减仓 |
| CGDV | Capital Group Dividend Value ETF | $528.27万 | 2.38% | 124,182 | 19,486 | 18.6% | $82.89万 | 加仓 |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $533.73万 | 2.40% | 191,643 | 33,639 | 21.3% | $93.68万 | 加仓 |
| RDVY | First Trust Rising Dividend Achievers ETF | $536.97万 | 2.42% | 78,643 | 12,539 | 19.0% | $85.62万 | 加仓 |
| MSFT | Microsoft Corp | $551.70万 | 2.48% | 14,904 | -449 | -2.9% | -$16.62万 | 减仓 |
| AVUV | Avantis U.S. Small Cap Value ETF | $552.70万 | 2.49% | 50,032 | 5,712 | 12.9% | $63.10万 | 加仓 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $570.13万 | 2.57% | 144,594 | 19,069 | 15.2% | $75.19万 | 加仓 |
| FSMD | Fidelity SMID Multifactor ETF | $672.52万 | 3.03% | 150,384 | 25,291 | 20.2% | $113.10万 | 加仓 |
| FENI | Fidelity Enhanced International ETF | $752.82万 | 3.39% | 202,371 | 23,535 | 13.2% | $87.55万 | 加仓 |
| VTV | Vanguard Value Index ETF | $966.54万 | 4.35% | 49,263 | 10,289 | 26.4% | $201.87万 | 加仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $997.62万 | 4.49% | 342,470 | 48,247 | 16.4% | $140.54万 | 加仓 |
| VOO | Vanguard 500 Index ETF | $4,396.95万 | 19.80% | 73,583 | 3,258 | 4.6% | $194.68万 | 加仓 |