Bravera Wealth
BISMARCK ND · SEC CIK 0002126773
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Class B | $20.37万 | 0.08% | 407 | 122 | 42.8% | $6.10万 | 加仓 |
| KO | Coca-Cola Company | $20.36万 | 0.08% | 2,505 | 19 | 0.8% | $1,544 | 加仓 |
| TSLA | Tesla Inc | $19.64万 | 0.08% | 467 | 0 | 0.0% | — | 不变 |
| IWR | iShares Russell Mid-Cap ETF | $19.49万 | 0.07% | 1,767 | -55 | -3.0% | -$6,068 | 减仓 |
| SBUX | Starbucks Corp | $19.18万 | 0.07% | 1,877 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $19.10万 | 0.07% | 3,389 | 0 | 0.0% | — | 不变 |
| BUFR | First Trust Vest Laddered Buffer ETF | $18.90万 | 0.07% | 5,175 | 0 | 0.0% | — | 不变 |
| MDU | MDU Resources Group | $18.59万 | 0.07% | 8,763 | 33 | 0.4% | $700 | 加仓 |
| UNH | UnitedHealth Group Inc | $17.46万 | 0.07% | 420 | -53 | -11.2% | -$2.20万 | 减仓 |
| FJUL | First Trust Vest U.S. Equity Buffer ETF - July | $16.99万 | 0.07% | 2,853 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 Corp | $16.91万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE ETF | $16.21万 | 0.06% | 1,678 | -6,458 | -79.4% | -$62.37万 | 减仓 |
| ETN | Eaton Corporation PLC | $16.11万 | 0.06% | 378 | -8 | -2.1% | -$3,409 | 减仓 |
| NSC | Norfolk Southern Corp | $15.98万 | 0.06% | 508 | 0 | 0.0% | — | 不变 |
| EWJ | iShares MSCI Japan ETF | $15.82万 | 0.06% | 1,696 | 0 | 0.0% | — | 不变 |
| PAVE | Global X Funds U.S. Infrastructure Development ETF | $15.81万 | 0.06% | 2,684 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals Inc | $15.57万 | 0.06% | 531 | 0 | 0.0% | — | 不变 |
| CB | Chubb Limited | $15.54万 | 0.06% | 456 | 0 | 0.0% | — | 不变 |
| FLOT | iShares Floating Rate Bond ETF | $15.01万 | 0.06% | 2,940 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $14.78万 | 0.06% | 158 | -11 | -6.5% | -$1.03万 | 减仓 |
| VDE | Vanguard Energy ETF | $14.76万 | 0.06% | 983 | 0 | 0.0% | — | 不变 |
| GDX | VanEck Gold Miners ETF | $14.34万 | 0.05% | 1,900 | -80 | -4.0% | -$6,036 | 减仓 |
| DUK | Duke Energy Corp | $14.19万 | 0.05% | 1,121 | -33 | -2.9% | -$4,177 | 减仓 |
| TFC | Truist Financial Corp | $14.18万 | 0.05% | 2,846 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc | $13.99万 | 0.05% | 2,580 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value ETF | $13.94万 | 0.05% | 1,821 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $13.64万 | 0.05% | 272 | -24 | -8.1% | -$1.20万 | 减仓 |
| TRV | The Travelers Companies, Inc. | $13.53万 | 0.05% | 410 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc | $13.37万 | 0.05% | 750 | -75 | -9.1% | -$1.34万 | 减仓 |
| TGT | Target Corp | $13.26万 | 0.05% | 1,015 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Municipal Bond ETF | $13.19万 | 0.05% | 1,226 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Inc. | $12.95万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc | $12.79万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| XLI | Industrials Select Sector SPDR ETF | $12.74万 | 0.05% | 688 | 0 | 0.0% | — | 不变 |
| SCZ | iShares MSCI EAFE Small Cap Index ETF | $12.74万 | 0.05% | 1,548 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $12.12万 | 0.05% | 107 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity PLC | $12.02万 | 0.05% | 596 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Inc | $11.63万 | 0.04% | 988 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet GOOGL Cl C | $11.41万 | 0.04% | 323 | -337 | -51.1% | -$11.91万 | 减仓 |
| FAUG | First Trust Vest U.S. Equity Buffer ETF - August | $11.15万 | 0.04% | 1,974 | 1,974 | — | $11.15万 | 新建仓 |
| IJR | iShares S&P Small-Cap 600 Index ETF | $10.75万 | 0.04% | 725 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Co | $10.52万 | 0.04% | 1,825 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp | $10.50万 | 0.04% | 1,842 | -174 | -8.6% | -$9,915 | 减仓 |
| ECL | Ecolab Inc | $10.48万 | 0.04% | 376 | -48 | -11.3% | -$1.34万 | 减仓 |
| CMI | Cummins Inc | $10.41万 | 0.04% | 146 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group Inc | $10.07万 | 0.04% | 409 | 0 | 0.0% | — | 不变 |
| FDX | FedEx Corp | $9.93万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| ESGU | iShares ESG Aware MSCI USA ETF | $9.67万 | 0.04% | 591 | 0 | 0.0% | — | 不变 |
| SNA | Snap-On Inc | $9.34万 | 0.04% | 232 | -6 | -2.5% | -$2,414 | 减仓 |
| BA | Boeing Company | $9.05万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR ETF | $9.01万 | 0.03% | 1,696 | -1,546 | -47.7% | -$8.21万 | 重新持有 |
| BP | BP plc | $8.86万 | 0.03% | 2,397 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select Sector SPDR ETF | $8.77万 | 0.03% | 553 | 0 | 0.0% | — | 不变 |
| GRID | First Trust Clean Edge Smart Grid Infrastructure Index ETF | $8.72万 | 0.03% | 455 | 50 | 12.3% | $9,587 | 加仓 |
| NOC | Northrop Grumman Corp | $8.61万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| IWS | iShares Russell Mid-Cap Value ETF | $8.48万 | 0.03% | 515 | 18 | 3.6% | $2,963 | 加仓 |
| SPY | SPDR S&P 500 ETF | $7.92万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| SIVR | Abrdn Silver ETF | $7.87万 | 0.03% | 1,400 | -750 | -34.9% | -$4.22万 | 减仓 |
| HAS | Hasbro Inc | $7.75万 | 0.03% | 938 | -26 | -2.7% | -$2,147 | 减仓 |
| FVD | First Trust Value Line Dividend ETF | $7.73万 | 0.03% | 1,605 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $7.36万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| VXF | Vanguard Extended Market Index ETF | $7.24万 | 0.03% | 294 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $7.17万 | 0.03% | 950 | -570 | -37.5% | -$4.30万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight Energy ETF | $7.02万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group | $6.88万 | 0.03% | 68 | 0 | 0.0% | — | 不变 |
| IUSB | iShares Core Total Bond Market ETF | $6.84万 | 0.03% | 1,483 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $6.62万 | 0.03% | 114 | 0 | 0.0% | — | 不变 |
| — | WisdomTree U.S. AI Enhanced Value ETF | $6.40万 | 0.02% | 488 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce Inc | $6.36万 | 0.02% | 406 | -180 | -30.7% | -$2.82万 | 减仓 |
| CEG | Constellation Energy Corp | $6.13万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| AIRR | First Trust American Industrial Renaissance ETF | $5.93万 | 0.02% | 445 | 60 | 15.6% | $7,995 | 加仓 |
| SO | The Southern Company | $5.74万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor | $5.68万 | 0.02% | 119 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 ETF | $5.32万 | 0.02% | 177 | 0 | 0.0% | — | 不变 |
| IYE | iShares U.S. Energy ETF | $5.27万 | 0.02% | 932 | -37 | -3.8% | -$2,094 | 减仓 |
| FAST | Fastenal Co | $5.19万 | 0.02% | 1,080 | 0 | 0.0% | — | 不变 |
| EVRG | Evergy Inc | $5.00万 | 0.02% | 578 | 117 | 25.4% | $1.01万 | 加仓 |
| ACN | Accenture Plc | $4.95万 | 0.02% | 398 | -106 | -21.0% | -$1.32万 | 减仓 |
| AMAT | Applied Materials Inc | $4.92万 | 0.02% | 68 | 68 | — | $4.92万 | 新建仓 |
| FTV | Fortive Corp | $4.91万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| GOVT | iShares U.S. Treasury Bond ETF | $4.90万 | 0.02% | 2,151 | 0 | 0.0% | — | 不变 |
| ITOT | iShares S&P Total U.S. Stock Market ETF | $4.86万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| IDV | iShares Dow Jones International Select Dividend Index ETF | $4.83万 | 0.02% | 1,166 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $4.70万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $4.62万 | 0.02% | 331 | -2,335 | -87.6% | -$32.60万 | 减仓 |
| FBIN | Fortune Brands Innovations Inc | $4.57万 | 0.02% | 833 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp. | $4.55万 | 0.02% | 105 | 105 | — | $4.55万 | 新建仓 |
| APH | Amphenol Corp | $4.53万 | 0.02% | 257 | -1 | -0.4% | -$176 | 减仓 |
| AMT | American Tower Corp | $4.48万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| CSR | IRET Centerspace Corp | $4.34万 | 0.02% | 773 | -95 | -10.9% | -$5,338 | 减仓 |
| ELV | Elevance Health Inc | $4.25万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| C | Citigroup Inc | $4.21万 | 0.02% | 301 | -1 | -0.3% | -$140 | 减仓 |
| CTVA | Corteva Inc. | $3.95万 | 0.02% | 466 | 0 | 0.0% | — | 不变 |
| HYDB | iShares High Yield Systematic Bond ETF | $3.94万 | 0.02% | 842 | -96 | -10.2% | -$4,490 | 减仓 |
| XLK | SPDR Sector Technology ETF | $3.81万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L.P. | $3.80万 | 0.01% | 1,035 | 900 | 666.7% | $3.31万 | 加仓 |
| MCK | McKesson Corp | $3.78万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $3.55万 | 0.01% | 302 | -170 | -36.0% | -$2.00万 | 减仓 |
| PPLT | Abrdn Platinum ETF | $3.53万 | 0.01% | 2,500 | -1,150 | -31.5% | -$1.62万 | 减仓 |
| SWX | Southwest Gas Holdings Inc | $3.52万 | 0.01% | 397 | 0 | 0.0% | — | 不变 |