Bridgelight Financial Advisors, Inc.
SHELTON CT · SEC CIK 0002145102
$1.46亿2026Q2 申报市值
49持仓数
63.4%前十大占比 · 第一大 8.5%
10 / 2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
SHLD 新建仓+$653.90万
MSFT 加仓+$624.23万
VCSH 加仓+$553.56万
ASML 新建仓+$451.60万
SCCO 新建仓+$265.41万
2026Q2 卖出最多 按季末市值估算
IBM 清仓-$692.72万
CAT 减仓-$487.07万
XLK 减仓-$461.17万
SPY 减仓-$258.91万
GS 减仓-$122.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $1,242.48万 | 8.51% | 11,668 | -4,574 | -28.2% | -$487.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,173.03万 | 8.04% | 61,570 | -24,206 | -28.2% | -$461.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,018.83万 | 6.98% | 13,643 | -3,467 | -20.3% | -$258.91万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $996.99万 | 6.83% | 9,858 | -1,212 | -10.9% | -$122.58万 | 减仓 |
| AMGN | AMGEN INC | $956.88万 | 6.55% | 26,424 | 3,525 | 15.4% | $127.65万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $864.13万 | 5.92% | 166,563 | 29,960 | 21.9% | $155.43万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $847.68万 | 5.81% | 230,599 | 9,221 | 4.2% | $33.90万 | 加仓 |
| WMT | WALMART INC | $799.17万 | 5.47% | 70,561 | -3,322 | -4.5% | -$37.62万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $704.96万 | 4.83% | 139,845 | 27,303 | 24.3% | $137.63万 | 加仓 |
| FALN | ISHARES TR | $657.64万 | 4.50% | 241,424 | 58,207 | 31.8% | $158.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $656.83万 | 4.50% | 17,609 | 16,735 | 1,914.8% | $624.23万 | 加仓 |
| SHLD | GLOBAL X FDS | $653.90万 | 4.48% | 109,512 | 109,512 | — | $653.90万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $576.17万 | 3.95% | 72,905 | 70,044 | 2,448.2% | $553.56万 | 加仓 |
| ASML | ASML HLDG NV | $451.60万 | 3.09% | 2,270 | 2,270 | — | $451.60万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $394.36万 | 2.70% | 62,967 | -5,243 | -7.7% | -$32.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $369.87万 | 2.53% | 5,385 | -646 | -10.7% | -$44.37万 | 减仓 |
| GLD | SPDR GOLD TR | $360.46万 | 2.47% | 9,785 | -1,728 | -15.0% | -$63.66万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $265.41万 | 1.82% | 15,231 | 15,231 | — | $265.41万 | 新建仓 |
| URA | GLOBAL X FDS | $225.84万 | 1.55% | 51,680 | 51,680 | — | $225.84万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $125.39万 | 0.86% | 2,553 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $106.33万 | 0.73% | 14,303 | -383 | -2.6% | -$2.85万 | 减仓 |
| HUBB | HUBBELL INC | $92.45万 | 0.63% | 1,767 | 5 | 0.3% | $2,616 | 加仓 |
| GOOGL | ALPHABET INC | $85.26万 | 0.58% | 2,386 | -254 | -9.6% | -$9.08万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.09万 | 0.58% | 3,999 | 8 | 0.2% | $1,702 | 加仓 |
| AAPL | APPLE INC | $79.74万 | 0.55% | 2,756 | -114 | -4.0% | -$3.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $65.98万 | 0.45% | 2,789 | -6 | -0.2% | -$1,419 | 减仓 |
| VXF | VANGUARD INDEX FDS | $61.56万 | 0.42% | 2,500 | -101 | -3.9% | -$2.49万 | 减仓 |
| — | EXXON MOBIL CORP | $46.42万 | 0.32% | 3,395 | -152 | -4.3% | -$2.08万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.09万 | 0.30% | 865 | 76 | 9.6% | $3.87万 | 加仓 |
| NDAQ | NASDAQ INC | $43.73万 | 0.30% | 5,548 | 22 | 0.4% | $1,734 | 加仓 |
| DBEF | DBX ETF TR | $43.48万 | 0.30% | 7,958 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $42.88万 | 0.29% | 5,659 | 18 | 0.3% | $1,364 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $40.43万 | 0.28% | 5,190 | -475 | -8.4% | -$3.70万 | 减仓 |
| STM | STMICROELECTRONICS N V | $40.31万 | 0.28% | 5,382 | 5,382 | — | $40.31万 | 新建仓 |
| ABBV | ABBVIE INC | $40.16万 | 0.28% | 1,596 | 72 | 4.7% | $1.81万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $37.87万 | 0.26% | 6,567 | -8 | -0.1% | -$461 | 减仓 |
| IRM | IRON MTN INC DEL | $30.38万 | 0.21% | 2,405 | -24 | -1.0% | -$3,032 | 减仓 |
| NVDA | NVIDIA CORPORATION | $29.05万 | 0.20% | 1,452 | -180 | -11.0% | -$3.60万 | 减仓 |
| V | VISA INC | $26.88万 | 0.18% | 783 | 17 | 2.2% | $5,836 | 加仓 |
| HD | HOME DEPOT INC | $25.44万 | 0.17% | 721 | -218 | -23.2% | -$7.69万 | 减仓 |
| ECHO | ECHOSTAR CORP | $24.30万 | 0.17% | 2,394 | 2,394 | — | $24.30万 | 新建仓 |
| IJH | ISHARES TR | $21.56万 | 0.15% | 2,796 | -435 | -13.5% | -$3.35万 | 重新持有 |
| RTX | RTX CORPORATION | $21.51万 | 0.15% | 1,134 | -71 | -5.9% | -$1.35万 | 减仓 |
| UL | UNILEVER PLC | $21.20万 | 0.15% | 3,526 | -64 | -1.8% | -$3,848 | 减仓 |
| IR | INGERSOLL RAND INC | $20.48万 | 0.14% | 2,498 | 1 | 0.0% | $82 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.39万 | 0.14% | 4,482 | 4,482 | — | $20.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.31万 | 0.14% | 852 | 852 | — | $20.31万 | 新建仓 |
| KO | COCA COLA CO | $20.08万 | 0.14% | 2,471 | 2,471 | — | $20.08万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $20.02万 | 0.14% | 8,293 | 8,293 | — | $20.02万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -28,579 | -100.0% | -$692.72万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -6,739 | -100.0% | -$20.57万 | 清仓 |