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 |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard 500 Index ETF | $4,396.95万 | 19.80% | 73,583 | 3,258 | 4.6% | $194.68万 | 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 |
| VTV | Vanguard Value Index ETF | $966.54万 | 4.35% | 49,263 | 10,289 | 26.4% | $201.87万 | 加仓 |
| FENI | Fidelity Enhanced International ETF | $752.82万 | 3.39% | 202,371 | 23,535 | 13.2% | $87.55万 | 加仓 |
| FSMD | Fidelity SMID Multifactor ETF | $672.52万 | 3.03% | 150,384 | 25,291 | 20.2% | $113.10万 | 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 |
| AVUV | Avantis U.S. Small Cap Value ETF | $552.70万 | 2.49% | 50,032 | 5,712 | 12.9% | $63.10万 | 加仓 |
| MSFT | Microsoft Corp | $551.70万 | 2.48% | 14,904 | -449 | -2.9% | -$16.62万 | 减仓 |
| RDVY | First Trust Rising Dividend Achievers ETF | $536.97万 | 2.42% | 78,643 | 12,539 | 19.0% | $85.62万 | 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 |
| CGDV | Capital Group Dividend Value ETF | $528.27万 | 2.38% | 124,182 | 19,486 | 18.6% | $82.89万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $488.85万 | 2.20% | 22,731 | -1,555 | -6.4% | -$33.44万 | 减仓 |
| VEA | Vanguard Developed Markets Index FTSE ETF | $485.15万 | 2.19% | 75,710 | 10,725 | 16.5% | $68.73万 | 加仓 |
| AUSF | Global X Adaptive U.S. Factor ETF | $484.84万 | 2.18% | 100,277 | 14,609 | 17.1% | $70.63万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $419.18万 | 1.89% | 28,723 | -3,149 | -9.9% | -$45.96万 | 减仓 |
| CGGR | Capital Group Growth ETF | $388.42万 | 1.75% | 96,645 | 13,930 | 16.8% | $55.98万 | 加仓 |
| SCHD | Schwab U.S. Dividend Equity ETF | $334.87万 | 1.51% | 109,149 | -10,326 | -8.6% | -$31.68万 | 减仓 |
| VOT | Vanguard Mid-Cap Growth ETF | $332.32万 | 1.50% | 12,913 | 1,880 | 17.0% | $48.38万 | 加仓 |
| EMXC | iShares MSCI Emerging Markets Ex China ETF | $330.48万 | 1.49% | 42,014 | 5,363 | 14.6% | $42.19万 | 加仓 |
| VBK | Vanguard Small-Cap Growth ETF | $329.39万 | 1.48% | 10,898 | 1,709 | 18.6% | $51.65万 | 加仓 |
| GLD | SPDR Gold Trust ETF | $287.35万 | 1.29% | 6,678 | 725 | 12.2% | $31.20万 | 加仓 |
| FNDC | Schwab Fundamental International Small Equity ETF | $285.42万 | 1.29% | 61,565 | 5,573 | 10.0% | $25.84万 | 加仓 |
| AAPL | Apple Inc | $279.88万 | 1.26% | 11,028 | 288 | 2.7% | $7.31万 | 加仓 |
| VWO | Vanguard International FTSE Emerging Markets ETF | $222.09万 | 1.00% | 41,090 | 4,145 | 11.2% | $22.40万 | 加仓 |
| AIQ | Global X Funds Artificial Intelligence & Technology ETF | $206.48万 | 0.93% | 44,243 | 4,069 | 10.1% | $18.99万 | 加仓 |
| QTUM | Defiance Quantum ETF | $201.49万 | 0.91% | 18,778 | 1,337 | 7.7% | $14.35万 | 加仓 |
| XLU | Utilities Select Sector SPDR ETF | $199.29万 | 0.90% | 43,428 | 9,611 | 28.4% | $44.10万 | 加仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $199.16万 | 0.90% | 18,700 | 18,700 | — | $199.16万 | 新建仓 |
| ARKK | ARK Innovation ETF | $196.72万 | 0.89% | 29,105 | 5,421 | 22.9% | $36.64万 | 加仓 |
| VUG | Vanguard Growth Index ETF | $185.20万 | 0.83% | 4,240 | 1,367 | 47.6% | $59.71万 | 加仓 |
| SCHY | Schwab International Dividend Equity ETF | $182.94万 | 0.82% | 57,784 | -8,060 | -12.2% | -$25.52万 | 减仓 |
| CIBR | First Trust NASDAQ Cybersecurity ETF | $182.26万 | 0.82% | 29,078 | 4,487 | 18.2% | $28.12万 | 加仓 |
| CATH | Global X S&P 500 Catholic Values ETF | $153.96万 | 0.69% | 19,700 | 0 | 0.0% | — | 不变 |
| — | Global X FTSE Southeast Asia ETF | $141.91万 | 0.64% | 73,037 | 6,468 | 9.7% | $12.57万 | 加仓 |
| EWZ | iShares MSCI Brazil ETF | $140.19万 | 0.63% | 36,518 | 3,793 | 11.6% | $14.56万 | 加仓 |
| VXUS | Vanguard Total International Stock Index ETF | $125.88万 | 0.57% | 16,325 | 4,515 | 38.2% | $34.82万 | 加仓 |
| VO | Vanguard Mid-Cap Index ETF | $114.13万 | 0.51% | 3,974 | 1,147 | 40.6% | $32.94万 | 加仓 |
| IWV | iShares Russell 3000 ETF | $113.72万 | 0.51% | 3,068 | 3,068 | — | $113.72万 | 新建仓 |
| CAT | Caterpillar Inc | $104.57万 | 0.47% | 1,476 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $100.54万 | 0.45% | 5,926 | -143 | -2.4% | -$2.43万 | 减仓 |
| JPM | JPMorgan Chase & Co | $98.25万 | 0.44% | 3,340 | 139 | 4.3% | $4.09万 | 加仓 |
| GOOGL | Alphabet GOOGL Cl A | $96.07万 | 0.43% | 3,341 | -35 | -1.0% | -$1.01万 | 减仓 |
| NVDA | Nvidia Corp | $95.43万 | 0.43% | 5,472 | 907 | 19.9% | $15.82万 | 加仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $94.49万 | 0.43% | 9,518 | 9,518 | — | $94.49万 | 新建仓 |
| MUNI | PIMCO Intermediate Municipal Bond ETF | $90.01万 | 0.41% | 17,247 | 14,810 | 607.7% | $77.29万 | 加仓 |
| PULS | PGIM Ultra Short Bond ETF | $75.39万 | 0.34% | 15,230 | 5,912 | 63.4% | $29.26万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $73.66万 | 0.33% | 8,136 | 6,458 | 384.9% | $58.46万 | 加仓 |
| JNJ | Johnson & Johnson Co | $70.52万 | 0.32% | 2,885 | -315 | -9.8% | -$7.70万 | 减仓 |
| IVV | iShares S&P 500 Core ETF | $68.26万 | 0.31% | 1,045 | 115 | 12.4% | $7.51万 | 加仓 |
| CVX | Chevron Corp | $67.47万 | 0.30% | 3,261 | 48 | 1.5% | $9,931 | 加仓 |
| AVGO | Broadcom Inc | $64.72万 | 0.29% | 2,091 | 171 | 8.9% | $5.29万 | 加仓 |
| AMZN | Amazon.com Inc | $61.21万 | 0.28% | 2,939 | 318 | 12.1% | $6.62万 | 加仓 |
| VZ | Verizon Communications | $59.20万 | 0.27% | 11,792 | -220 | -1.8% | -$1.10万 | 减仓 |
| VB | Vanguard Small-Cap Index ETF | $54.66万 | 0.25% | 2,087 | 577 | 38.2% | $15.11万 | 加仓 |
| ABBV | Abbvie Inc | $53.20万 | 0.24% | 2,446 | -12 | -0.5% | -$2,610 | 减仓 |
| MRK | Merck & Co Inc | $49.33万 | 0.22% | 4,101 | -184 | -4.3% | -$2.21万 | 减仓 |
| OTTR | Otter Tail Corp | $47.39万 | 0.21% | 5,399 | 600 | 12.5% | $5.27万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $46.32万 | 0.21% | 9,284 | 8,054 | 654.8% | $40.18万 | 加仓 |
| UNP | Union Pacific Corp | $45.83万 | 0.21% | 1,889 | 55 | 3.0% | $1.33万 | 加仓 |
| COP | Conoco Phillips | $45.47万 | 0.20% | 3,445 | -84 | -2.4% | -$1.11万 | 减仓 |
| USB | US Bancorp | $42.88万 | 0.19% | 8,244 | 386 | 4.9% | $2.01万 | 加仓 |
| XEL | Xcel Energy Inc | $42.79万 | 0.19% | 5,387 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $41.29万 | 0.19% | 5,322 | 0 | 0.0% | — | 不变 |
| VRIG | Invesco Variable Rate Investment Grade ETF | $40.07万 | 0.18% | 16,005 | -1,606 | -9.1% | -$4.02万 | 减仓 |
| PM | Philip Morris International Inc | $39.28万 | 0.18% | 2,376 | 0 | 0.0% | — | 不变 |
| WMB | The Williams Companies Inc | $38.68万 | 0.17% | 5,315 | 0 | 0.0% | — | 不变 |
| WMT | WalMart Inc | $37.05万 | 0.17% | 2,981 | 199 | 7.2% | $2.47万 | 加仓 |
| WM | Waste Management Inc | $36.63万 | 0.16% | 1,594 | -30 | -1.8% | -$6,894 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $36.34万 | 0.16% | 3,741 | 3,517 | 1,570.1% | $34.16万 | 加仓 |
| PG | Procter & Gamble Co | $35.82万 | 0.16% | 2,480 | -254 | -9.3% | -$3.67万 | 减仓 |
| AMP | Ameriprise Financial Inc. | $34.53万 | 0.16% | 777 | -89 | -10.3% | -$3.96万 | 减仓 |
| — | Honeywell International Inc | $34.47万 | 0.16% | 1,525 | 403 | 35.9% | $9.11万 | 加仓 |
| META | Meta Platforms Inc | $34.16万 | 0.15% | 597 | 69 | 13.1% | $3.95万 | 加仓 |
| MCD | McDonald's Corp | $33.94万 | 0.15% | 1,092 | -54 | -4.7% | -$1.68万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $32.58万 | 0.15% | 1,796 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $31.93万 | 0.14% | 2,056 | -109 | -5.0% | -$1.69万 | 减仓 |
| T | AT&T Inc | $31.82万 | 0.14% | 10,976 | 80 | 0.7% | $2,319 | 加仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $31.68万 | 0.14% | 6,729 | 1,439 | 27.2% | $6.77万 | 加仓 |
| V | Visa Inc | $31.46万 | 0.14% | 1,041 | 65 | 6.7% | $1.96万 | 加仓 |
| KRE | SPDR KBW Regional Banking ETF | $31.25万 | 0.14% | 4,797 | 238 | 5.2% | $1.55万 | 加仓 |
| BND | Vanguard Total Bond Market Index Fund ETF | $29.48万 | 0.13% | 4,003 | 4,003 | — | $29.48万 | 新建仓 |
| RTX | RTX Corporation | $29.21万 | 0.13% | 1,514 | -28 | -1.8% | -$5,401 | 减仓 |
| BNDX | Vanguard Total International Bond Index ETF | $28.84万 | 0.13% | 6,002 | 6,002 | — | $28.84万 | 新建仓 |
| AEP | American Electric Power Co | $27.87万 | 0.13% | 2,126 | -38 | -1.8% | -$4,981 | 减仓 |
| DLR | Digital Realty Trust Inc | $26.42万 | 0.12% | 1,466 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG | $26.12万 | 0.12% | 1,710 | -24 | -1.4% | -$3,666 | 减仓 |
| NEE | NextEra Energy Inc | $25.95万 | 0.12% | 2,794 | -128 | -4.4% | -$1.19万 | 减仓 |
| LMT | Lockheed Martin Corp | $25.81万 | 0.12% | 427 | -84 | -16.4% | -$5.08万 | 减仓 |
| MS | Morgan Stanley | $25.56万 | 0.12% | 1,553 | 42 | 2.8% | $6,912 | 加仓 |
| MDT | Medtronic PLC | $25.13万 | 0.11% | 2,900 | -94 | -3.1% | -$8,145 | 减仓 |
| QCOM | Qualcomm Inc | $24.51万 | 0.11% | 1,903 | -257 | -11.9% | -$3.31万 | 减仓 |
| DHR | Danaher Corporation | $24.17万 | 0.11% | 1,275 | 36 | 2.9% | $6,826 | 加仓 |
| DGX | Quest Diagnostics Corp | $23.44万 | 0.11% | 1,196 | -10 | -0.8% | -$1,960 | 减仓 |
| PLD | Prologis Inc | $23.30万 | 0.10% | 1,763 | -71 | -3.9% | -$9,385 | 减仓 |
| MO | Altria Group Inc | $22.94万 | 0.10% | 3,477 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid-Cap ETF | $22.60万 | 0.10% | 3,346 | -454 | -11.9% | -$3.07万 | 减仓 |
| ALL | Allstate Corp | $22.41万 | 0.10% | 1,081 | 127 | 13.3% | $2.63万 | 加仓 |
| KNF | Knife River Corp | $20.74万 | 0.09% | 2,540 | 150 | 6.3% | $1.22万 | 加仓 |
| EEM | MSCI Emerging Market Index ETF | $20.68万 | 0.09% | 3,642 | 3,642 | — | $20.68万 | 新建仓 |
| HD | Home Depot Inc | $20.03万 | 0.09% | 609 | 197 | 47.8% | $6.48万 | 加仓 |