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 |
|---|---|---|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc | $19.58万 | 0.09% | 12,509 | 1,696 | 15.7% | $2.65万 | 加仓 |
| TRP | TC Energy Corp | $19.55万 | 0.09% | 3,123 | -64 | -2.0% | -$4,006 | 减仓 |
| IBM | IBM Corp | $19.44万 | 0.09% | 802 | 0 | 0.0% | — | 不变 |
| IYG | iShares U.S. Financial Services ETF | $19.26万 | 0.09% | 2,325 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet GOOGL Cl C | $18.93万 | 0.09% | 660 | 256 | 63.4% | $7.34万 | 加仓 |
| KO | Coca-Cola Company | $18.91万 | 0.09% | 2,486 | -82 | -3.2% | -$6,236 | 减仓 |
| PSX | Phillips 66 Corp | $18.22万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| GDX | VanEck Gold Miners ETF | $18.17万 | 0.08% | 1,980 | 370 | 23.0% | $3.40万 | 加仓 |
| MDU | MDU Resources Group | $18.09万 | 0.08% | 8,730 | 600 | 7.4% | $1.24万 | 加仓 |
| SCHF | Schwab International Equity ETF | $18.06万 | 0.08% | 7,298 | 440 | 6.4% | $1.09万 | 加仓 |
| IWR | iShares Russell Mid-Cap ETF | $17.72万 | 0.08% | 1,822 | -35 | -1.9% | -$3,403 | 减仓 |
| BUFR | First Trust Vest Laddered Buffer ETF | $17.48万 | 0.08% | 5,175 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $17.36万 | 0.08% | 467 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $17.01万 | 0.08% | 983 | 83 | 9.2% | $1.44万 | 加仓 |
| COST | Costco Wholesale Corp | $16.84万 | 0.08% | 169 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $16.82万 | 0.08% | 1,877 | 1,234 | 191.9% | $11.06万 | 加仓 |
| GLW | Corning Inc. | $15.80万 | 0.07% | 1,162 | -488 | -29.6% | -$6.64万 | 减仓 |
| FITB | Fifth Third Bancorp | $15.75万 | 0.07% | 3,389 | -237 | -6.5% | -$1.10万 | 减仓 |
| DOW | DOW Inc | $15.73万 | 0.07% | 3,776 | 1,511 | 66.7% | $6.29万 | 加仓 |
| FJUL | First Trust Vest U.S. Equity Buffer ETF - July | $15.61万 | 0.07% | 2,853 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals Inc | $15.43万 | 0.07% | 531 | -67 | -11.2% | -$1.95万 | 减仓 |
| SIVR | Abrdn Silver ETF | $15.40万 | 0.07% | 2,150 | 0 | 0.0% | — | 不变 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $15.35万 | 0.07% | 2,200 | 1,445 | 191.4% | $10.08万 | 加仓 |
| DUK | Duke Energy Corp | $15.11万 | 0.07% | 1,154 | 6 | 0.5% | $786 | 加仓 |
| FLOT | iShares Floating Rate Bond ETF | $14.98万 | 0.07% | 2,940 | -794 | -21.3% | -$4.05万 | 减仓 |
| HYMB | SPDR Nuveen Ice High Yield Municipal Bond ETF | $14.89万 | 0.07% | 6,003 | 5,200 | 647.6% | $12.90万 | 加仓 |
| CB | Chubb Limited | $14.86万 | 0.07% | 456 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp | $14.58万 | 0.07% | 508 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $14.55万 | 0.07% | 296 | -11 | -3.6% | -$5,407 | 减仓 |
| EWJ | iShares MSCI Japan ETF | $14.32万 | 0.06% | 1,696 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc | $13.97万 | 0.06% | 2,580 | -315 | -10.9% | -$1.71万 | 减仓 |
| BKNG | Booking Holdings Inc | $13.89万 | 0.06% | 33 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation PLC | $13.81万 | 0.06% | 386 | -2 | -0.5% | -$715 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $13.66万 | 0.06% | 285 | 0 | 0.0% | — | 不变 |
| PAVE | Global X Funds U.S. Infrastructure Development ETF | $13.64万 | 0.06% | 2,684 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value ETF | $13.54万 | 0.06% | 1,821 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc | $13.41万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $13.40万 | 0.06% | 1,520 | 0 | 0.0% | — | 不变 |
| TFC | Truist Financial Corp | $13.08万 | 0.06% | 2,846 | -231 | -7.5% | -$1.06万 | 减仓 |
| MUB | iShares National Municipal Bond ETF | $13.01万 | 0.06% | 1,226 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc | $12.80万 | 0.06% | 473 | 31 | 7.0% | $8,388 | 加仓 |
| TEL | TE Connectivity PLC | $12.46万 | 0.06% | 596 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $12.30万 | 0.06% | 1,015 | 829 | 445.7% | $10.05万 | 加仓 |
| SCZ | iShares MSCI EAFE Small Cap Index ETF | $12.14万 | 0.05% | 1,548 | 0 | 0.0% | — | 不变 |
| TRV | The Travelers Companies, Inc. | $11.96万 | 0.05% | 410 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $11.77万 | 0.05% | 2,666 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Inc. | $11.72万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $11.53万 | 0.05% | 169 | -21 | -11.1% | -$1.43万 | 减仓 |
| BX | Blackstone Inc | $11.36万 | 0.05% | 988 | 310 | 45.7% | $3.56万 | 加仓 |
| FDX | FedEx Corp | $11.29万 | 0.05% | 317 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc | $11.28万 | 0.05% | 424 | 98 | 30.1% | $2.61万 | 加仓 |
| BP | BP plc | $11.27万 | 0.05% | 2,397 | 0 | 0.0% | — | 不变 |
| XLI | Industrials Select Sector SPDR ETF | $11.13万 | 0.05% | 688 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Co | $11.07万 | 0.05% | 1,825 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce Inc | $10.94万 | 0.05% | 586 | 75 | 14.7% | $1.40万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $10.02万 | 0.05% | 1,130 | 1,130 | — | $10.02万 | 新建仓 |
| ACN | Accenture Plc | $9.99万 | 0.05% | 504 | 383 | 316.5% | $7.59万 | 加仓 |
| BAC | Bank of America Corp | $9.83万 | 0.04% | 2,016 | 0 | 0.0% | — | 不变 |
| HAS | Hasbro Inc | $9.02万 | 0.04% | 964 | -141 | -12.8% | -$1.32万 | 减仓 |
| IJR | iShares S&P Small-Cap 600 Index ETF | $9.01万 | 0.04% | 725 | -124 | -14.6% | -$1.54万 | 减仓 |
| NBIS | Nebius Group | $8.94万 | 0.04% | 862 | 0 | 0.0% | — | 不变 |
| SNA | Snap-On Inc | $8.64万 | 0.04% | 238 | -32 | -11.9% | -$1.16万 | 减仓 |
| PNC | PNC Financial Services Group Inc | $8.51万 | 0.04% | 409 | 0 | 0.0% | — | 不变 |
| ESGU | iShares ESG Aware MSCI USA ETF | $8.36万 | 0.04% | 591 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $8.32万 | 0.04% | 418 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select Sector SPDR ETF | $8.11万 | 0.04% | 553 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $7.86万 | 0.04% | 146 | 139 | 1,985.7% | $7.48万 | 加仓 |
| URI | United Rentals Inc | $7.80万 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| FVD | First Trust Value Line Dividend ETF | $7.55万 | 0.03% | 1,605 | 0 | 0.0% | — | 不变 |
| IWS | iShares Russell Mid-Cap Value ETF | $7.24万 | 0.03% | 497 | 39 | 8.5% | $5,684 | 加仓 |
| CEG | Constellation Energy Corp | $6.90万 | 0.03% | 247 | 98 | 65.8% | $2.74万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $6.89万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| IUSB | iShares Core Total Bond Market ETF | $6.85万 | 0.03% | 1,483 | 0 | 0.0% | — | 不变 |
| GRID | First Trust Clean Edge Smart Grid Infrastructure Index ETF | $6.62万 | 0.03% | 405 | 125 | 44.6% | $2.04万 | 加仓 |
| PPLT | Abrdn Platinum ETF | $6.51万 | 0.03% | 365 | 0 | 0.0% | — | 不变 |
| PYPL | PayPal Holdings Inc | $6.50万 | 0.03% | 1,436 | 786 | 120.9% | $3.56万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight Energy ETF | $6.33万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| IYE | iShares U.S. Energy ETF | $6.28万 | 0.03% | 969 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market Index ETF | $6.05万 | 0.03% | 294 | -2 | -0.7% | -$412 | 减仓 |
| SO | The Southern Company | $5.79万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $5.77万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group | $5.75万 | 0.03% | 68 | 0 | 0.0% | — | 不变 |
| — | WisdomTree U.S. AI Enhanced Value ETF | $5.65万 | 0.03% | 488 | 0 | 0.0% | — | 不变 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $5.60万 | 0.03% | 472 | 472 | — | $5.60万 | 新建仓 |
| MBB | iShares MBS ETF | $5.17万 | 0.02% | 545 | 375 | 220.6% | $3.56万 | 加仓 |
| ADBE | Adobe Inc | $5.06万 | 0.02% | 208 | 141 | 210.4% | $3.43万 | 加仓 |
| FAST | Fastenal Co | $5.01万 | 0.02% | 1,080 | 0 | 0.0% | — | 不变 |
| CSR | IRET Centerspace Corp | $4.99万 | 0.02% | 868 | 0 | 0.0% | — | 不变 |
| IDV | iShares Dow Jones International Select Dividend Index ETF | $4.96万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $4.93万 | 0.02% | 417 | 214 | 105.4% | $2.53万 | 加仓 |
| GOVT | iShares U.S. Treasury Bond ETF | $4.93万 | 0.02% | 2,151 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Co | $4.87万 | 0.02% | 53 | 21 | 65.6% | $1.93万 | 加仓 |
| AMT | American Tower Corp | $4.73万 | 0.02% | 274 | 201 | 275.3% | $3.47万 | 加仓 |
| FTV | Fortive Corp | $4.44万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 ETF | $4.39万 | 0.02% | 177 | -170 | -49.0% | -$4.22万 | 减仓 |
| GEV | GE Vernova Inc | $4.36万 | 0.02% | 50 | 28 | 127.3% | $2.44万 | 加仓 |
| HYDB | iShares High Yield Systematic Bond ETF | $4.36万 | 0.02% | 938 | 245 | 35.4% | $1.14万 | 加仓 |
| MCK | McKesson Corp | $4.33万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| AIRR | First Trust American Industrial Renaissance ETF | $4.26万 | 0.02% | 385 | 185 | 92.5% | $2.05万 | 加仓 |
| ITOT | iShares S&P Total U.S. Stock Market ETF | $4.22万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |