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
ING ING Group $5,6480.00%180 00.0% — 不变
AXP American Express Co $5,4120.00%16 00.0% — 不变
SAN Banco Santander SA $5,4100.00%392 00.0% — 不变
PCAR Paccar Inc $5,4050.00%45 -16-26.2% -$1,922 减仓
GEO Geo Group Inc $5,2890.00%179 00.0% — 不变
IHG InterContinental Hotels Group $5,1940.00%30 00.0% — 不变
TECK Teck Resources Limited $5,0540.00%85 -35-29.2% -$2,081 减仓
DRI Darden Restaurants Inc $4,9440.00%24 00.0% — 不变
LHX L3Harris Technologies Inc $4,9400.00%17 00.0% — 不变
PANW Palo Alto Networks Inc $4,4330.00%13 -84-86.6% -$2.86万 减仓
AROC Archrock Inc $4,3560.00%107 00.0% — 不变
— Electronic Arts Inc $4,1010.00%20 00.0% — 不变
DHI D.R. Horton Inc $4,0720.00%25 00.0% — 不变
TDG Transdigm Group Inc $3,9960.00%3 -11-78.6% -$1.47万 减仓
DIS Disney Walt Co $3,9460.00%41 00.0% — 不变
FE First Energy Corp $3,8030.00%80 00.0% — 不变
SON Sonoco Products Co $3,7750.00%67 00.0% — 不变
CNC Centene Corp $3,7230.00%58 00.0% — 不变
SPOT Spotify Technology SA $3,6730.00%8 -37-82.2% -$1.70万 减仓
BAM Brookfield Asset Management Ltd $3,6330.00%81 00.0% — 不变
HLI Houlihan Lokey Inc $3,6220.00%27 00.0% — 不变
SG Sweetgreen Inc $3,5770.00%406 00.0% — 不变
MFG Mizuho Financial Group Inc $3,4780.00%363 00.0% — 不变
NOW ServiceNow Inc $3,4750.00%35 -135-79.4% -$1.34万 减仓
ALB Albemarle Corp $3,3760.00%25 00.0% — 不变
RIO Rio Tinto PLC $3,1330.00%33 00.0% — 不变
CW Curtiss-Wright Corp $3,0310.00%4 00.0% — 不变
KB KB Financial Group Inc $2,8340.00%27 00.0% — 不变
EMN Eastman Chemical Co $2,8130.00%42 00.0% — 不变
WCC Wesco International Inc $2,7630.00%8 -9-52.9% -$3,108 减仓
FMX Fomento Economico Mexicano SAB de CV $2,6860.00%21 00.0% — 不变
CFR Cullen Frost Bankers Inc $2,6270.00%17 -4-19.0% -$618 减仓
VRTX Vertex Pharmaceuticals Inc $2,4840.00%5 -30-85.7% -$1.49万 减仓
EIX Edison International $2,4570.00%33 00.0% — 不变
AME Ametek Inc $2,4190.00%10 -13-56.5% -$3,145 减仓
WY Weyerhaeuser $2,3940.00%100 00.0% — 不变
HLT Hilton Worldwide Holdings Inc $2,3130.00%7 00.0% — 不变
GBCI Glacier Bancorp Inc $2,2700.00%44 -10-18.5% -$516 减仓
CG Carlyle Group Inc $2,0210.00%48 00.0% — 不变
PCG PG&E Corporation $2,0180.00%120 00.0% — 不变
KVUE Kenvue Inc $1,9110.00%100 100— $1,911 新建仓
CSX CSX Corp $1,3310.00%28 -53-65.4% -$2,519 减仓
CPRT Copart Inc $1,2970.00%46 00.0% — 不变
AIG American International Group Inc $1,2670.00%17 -20-54.1% -$1,491 减仓
GM General Motors Co $1,2330.00%16 00.0% — 不变
MA Mastercard Inc $1,0270.00%2 00.0% — 不变
INTU Intuit Corp $7830.00%3 00.0% — 不变
— Warner Bros Discovery Inc $7460.00%28 00.0% — 不变
SIRI Sirius XM Holdings Inc $5320.00%18 00.0% — 不变
SOLS Solstice Advanced Materials Inc $890.00%1 00.0% — 不变
— Orion Properties Inc $430.00%15 15— $43 新建仓
— Aurora Cannabis Inc $60.00%2 00.0% — 不变
IWV iShares Russell 3000 ETF $00.00%0 -3,068-100.0% -$113.72万 清仓
AGG iShares Core U.S. Aggregate Bond ETF $00.00%0 -9,518-100.0% -$94.49万 清仓
— Honeywell International Inc $00.00%0 -1,525-100.0% -$34.47万 清仓
BND Vanguard Total Bond Market Index Fund ETF $00.00%0 -4,003-100.0% -$29.48万 清仓
BNDX Vanguard Total International Bond Index ETF $00.00%0 -6,002-100.0% -$28.84万 清仓
EEM MSCI Emerging Market Index ETF $00.00%0 -3,642-100.0% -$20.68万 清仓
IEMG iShares Core MSCI Emerging Markets ETF $00.00%0 -2,200-100.0% -$15.35万 清仓
VNQ Vanguard Real Estate ETF $00.00%0 -1,130-100.0% -$10.02万 清仓
PYPL PayPal Holdings Inc $00.00%0 -1,436-100.0% -$6.50万 清仓
D Dominion Energy Inc $00.00%0 -616-100.0% -$3.81万 清仓
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF $00.00%0 -1,173-100.0% -$2.95万 清仓
ISRG Intuitive Surgical Inc $00.00%0 -63-100.0% -$2.90万 清仓
— Dupont DeNemours Inc. $00.00%0 -155-100.0% -$2.13万 清仓
XPO XPO Inc $00.00%0 -99-100.0% -$1.93万 清仓
VRT Vertiv Holdings Co $00.00%0 -76-100.0% -$1.90万 清仓
LIN Linde Plc $00.00%0 -35-100.0% -$1.74万 清仓
CDNS Cadence Design Systems Inc $00.00%0 -58-100.0% -$1.61万 清仓
RAAX VanEck Real Assets ETF $00.00%0 -394-100.0% -$1.60万 清仓
BSX Boston Scientific Corp $00.00%0 -250-100.0% -$1.57万 清仓
DDOG Datadog Inc $00.00%0 -128-100.0% -$1.51万 清仓
CP Canadian Pacific Kansas City Ltd $00.00%0 -177-100.0% -$1.39万 清仓
OKTA Okta Inc $00.00%0 -174-100.0% -$1.37万 清仓
DXCM Dexcom Inc $00.00%0 -196-100.0% -$1.23万 清仓
SPGI S&P Global Inc $00.00%0 -28-100.0% -$1.19万 清仓
MKSI MKS Inc $00.00%0 -50-100.0% -$1.15万 清仓
NBIX Neurocrine Biosciences Inc $00.00%0 -84-100.0% -$1.11万 清仓
CMG Chipotle Mexican Grill Inc $00.00%0 -307-100.0% -$9,827 清仓
CPAY Corpay Inc $00.00%0 -33-100.0% -$9,603 清仓
ORCL Oracle Corp $00.00%0 -62-100.0% -$9,121 清仓
ICE Intercontinental Exchange Inc $00.00%0 -57-100.0% -$8,965 清仓
TSCO Tractor Supply Co $00.00%0 -186-100.0% -$8,426 清仓
TT Trane Technologies plc $00.00%0 -18-100.0% -$7,501 清仓
BDX Becton Dickinson and Co $00.00%0 -45-100.0% -$7,075 清仓
NGG National Grid plc $00.00%0 -78-100.0% -$6,599 清仓
J Jacobs Solutions Inc $00.00%0 -48-100.0% -$6,109 清仓
TTD The Trade Desk Inc $00.00%0 -208-100.0% -$4,720 清仓
AKAM Akamai Technologies Inc $00.00%0 -39-100.0% -$4,479 清仓
— Hologic Inc $00.00%0 -59-100.0% -$4,460 清仓
MNDY Monday.com Ltd $00.00%0 -63-100.0% -$4,354 清仓
CACI Caci International Inc $00.00%0 -8-100.0% -$4,351 清仓
— Sealed Air Corp $00.00%0 -103-100.0% -$4,331 清仓
WTFC Wintrust Financial Corp $00.00%0 -31-100.0% -$4,307 清仓
CMCSA Comcast Corp $00.00%0 -149-100.0% -$4,278 清仓
MCHP Microchip Technology Inc $00.00%0 -65-100.0% -$4,200 清仓
CRL Charles River Laboratories International Inc $00.00%0 -23-100.0% -$3,968 清仓
BIO Bio-Rad Laboratories Inc $00.00%0 -14-100.0% -$3,903 清仓
EWBC East West Bancorp Inc $00.00%0 -36-100.0% -$3,843 清仓
E Eni S.p.A. $00.00%0 -65-100.0% -$3,680 清仓