Bridgelight Financial Advisors, Inc.
SHELTON CT · SEC CIK 0002145102
$1.18亿2026Q1 申报市值
40持仓数
75.3%前十大占比 · 第一大 9.8%
2 / 1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
IRM 新建仓+$24.81万
IR 新建仓+$20.01万
TFLR 加仓+$16.12万
FALN 加仓+$11.46万
EPD 加仓+$10.47万
2026Q1 卖出最多 按季末市值估算
GSY 清仓-$20.23万
CAT 减仓-$19.41万
GS 减仓-$14.72万
RSP 减仓-$11.27万
GLD 减仓-$8.00万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,026 | -100.0% | -$20.23万 | 清仓 |
| IR | INGERSOLL RAND INC | $20.01万 | 0.17% | 2,497 | 2,497 | — | $20.01万 | 新建仓 |
| UL | UNILEVER PLC | $20.45万 | 0.17% | 3,590 | 95 | 2.7% | $5,412 | 加仓 |
| KGC | KINROSS GOLD CORP | $20.57万 | 0.17% | 6,739 | -2,171 | -24.4% | -$6.63万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $22.68万 | 0.19% | 2,861 | 18 | 0.6% | $1,427 | 加仓 |
| V | VISA INC | $23.15万 | 0.20% | 766 | 9 | 1.2% | $2,720 | 加仓 |
| RTX | RTX CORPORATION | $23.25万 | 0.20% | 1,205 | 79 | 7.0% | $1.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $24.81万 | 0.21% | 2,429 | 2,429 | — | $24.81万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $28.46万 | 0.24% | 1,632 | 255 | 18.5% | $4.45万 | 加仓 |
| HD | HOME DEPOT INC | $30.90万 | 0.26% | 939 | -52 | -5.2% | -$1.71万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $31.77万 | 0.27% | 6,575 | 12 | 0.2% | $580 | 加仓 |
| MSFT | MICROSOFT CORP | $32.35万 | 0.27% | 874 | 66 | 8.2% | $2.44万 | 加仓 |
| ABBV | ABBVIE INC | $33.15万 | 0.28% | 1,524 | 37 | 2.5% | $8,049 | 加仓 |
| EZM | WISDOMTREE TR | $37.92万 | 0.32% | 5,641 | 13 | 0.2% | $874 | 加仓 |
| DBEF | DBX ETF TR | $39.31万 | 0.33% | 7,958 | -1,419 | -15.1% | -$7.01万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $44.42万 | 0.38% | 5,665 | -236 | -4.0% | -$1.85万 | 减仓 |
| NDAQ | NASDAQ INC | $46.91万 | 0.40% | 5,526 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $47.70万 | 0.40% | 789 | 145 | 22.5% | $8.77万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $53.52万 | 0.45% | 2,601 | -7 | -0.3% | -$1,441 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.10万 | 0.51% | 2,795 | -14 | -0.5% | -$3,011 | 减仓 |
| — | EXXON MOBIL CORP | $60.17万 | 0.51% | 3,547 | -40 | -1.1% | -$6,785 | 减仓 |
| AAPL | APPLE INC | $72.84万 | 0.62% | 2,870 | 133 | 4.9% | $3.38万 | 加仓 |
| GOOGL | ALPHABET INC | $75.92万 | 0.64% | 2,640 | 106 | 4.2% | $3.05万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $76.59万 | 0.65% | 3,991 | -587 | -12.8% | -$11.27万 | 减仓 |
| HUBB | HUBBELL INC | $86.47万 | 0.73% | 1,762 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $106.39万 | 0.90% | 2,553 | -55 | -2.1% | -$2.29万 | 减仓 |
| WMB | WILLIAMS COS INC | $106.89万 | 0.91% | 14,686 | 431 | 3.0% | $3.14万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $339.75万 | 2.88% | 68,210 | -67 | -0.1% | -$3,337 | 减仓 |
| VOO | VANGUARD INDEX FDS | $360.41万 | 3.06% | 6,031 | -38 | -0.6% | -$2.27万 | 减仓 |
| FALN | ISHARES TR | $489.56万 | 4.15% | 183,217 | 4,289 | 2.4% | $11.46万 | 加仓 |
| GLD | SPDR GOLD TR | $495.39万 | 4.20% | 11,513 | -186 | -1.6% | -$8.00万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $566.76万 | 4.80% | 112,542 | 3,200 | 2.9% | $16.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $692.72万 | 5.87% | 28,579 | 250 | 0.9% | $6.06万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $723.45万 | 6.13% | 136,603 | 1,504 | 1.1% | $7.97万 | 加仓 |
| AMGN | AMGEN INC | $805.69万 | 6.83% | 22,899 | 188 | 0.8% | $6.61万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $837.69万 | 7.10% | 221,378 | 2,766 | 1.3% | $10.47万 | 加仓 |
| WMT | WALMART INC | $918.22万 | 7.78% | 73,883 | -128 | -0.2% | -$1.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $936.55万 | 7.94% | 11,070 | -174 | -1.5% | -$14.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,112.73万 | 9.43% | 17,110 | 69 | 0.4% | $4.49万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,139.97万 | 9.66% | 85,776 | 57 | 0.1% | $7,575 | 加仓 |
| CAT | CATERPILLAR INC | $1,150.67万 | 9.75% | 16,242 | -274 | -1.7% | -$19.41万 | 减仓 |