Bright Futures Wealth Management, LLC. 13F 持仓 · 2026年Q2
Bright Futures Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 1.55 亿美元。前几大持仓：AAPL（2.55%）、CLOI（2.53%）、SMH（2.38%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $4.0M | 2.55% | 13,651 | 增持 |
| 2 | CLOI | VANECK ETF TRUST | $3.9M | 2.53% | 73,928 | 减持 |
| 3 | SMH | VANECK ETF TRUST | $3.7M | 2.38% | 5,612 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 2.17% | 6,709 | 减持 |
| 5 | AVGO | BROADCOM INC | $3.0M | 1.93% | 7,904 | 减持 |
| 6 | MGK | VANGUARD WORLD FD | $2.8M | 1.84% | 32,344 | 增持 |
| 7 | TBIL | RBB FD INC | $2.8M | 1.81% | 56,140 | 减持 |
| 8 | AVDV | AMERICAN CENTY ETF TR | $2.6M | 1.68% | 25,311 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $2.4M | 1.57% | 12,122 | 增持 |
| 10 | FLOT | ISHARES TR | $2.4M | 1.54% | 46,687 | 减持 |
| 11 | CSHI | NEOS ETF TRUST | $2.4M | 1.53% | 47,423 | 增持 |
| 12 | SHY | ISHARES TR | $2.4M | 1.52% | 28,719 | 减持 |
| 13 | MU | MICRON TECHNOLOGY INC | $2.3M | 1.51% | 2,030 | 减持 |
| 14 | AMZN | AMAZON COM INC | $2.1M | 1.35% | 8,796 | 减持 |
| 15 | CRS | CARPENTER TECHNOLOGY CORP | $2.0M | 1.29% | 3,237 | 持平 |
| 16 | IMAR | INNOVATOR ETFS TRUST | $2.0M | 1.29% | 65,675 | 新建仓 |
| 17 | KBWP | INVESCO EXCH TRADED FD TR II | $2.0M | 1.28% | 15,605 | 减持 |
| 18 | BILS | SPDR SERIES TRUST | $1.9M | 1.22% | 18,976 | 增持 |
| 19 | JAAA | JANUS DETROIT STR TR | $1.8M | 1.19% | 36,613 | 增持 |
| 20 | PMAR | INNOVATOR ETFS TRUST | $1.7M | 1.10% | 35,729 | 减持 |
| 21 | SPYM | SPDR SERIES TRUST | $1.6M | 1.06% | 18,592 | 增持 |
| 22 | JULB | ETF SER SOLUTIONS | $1.6M | 1.05% | 58,752 | 新建仓 |
| 23 | IJH | ISHARES TR | $1.5M | 0.95% | 19,163 | 增持 |
| 24 | GRID | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.94% | 7,560 | 减持 |
| 25 | XLV | SELECT SECTOR SPDR TR | $1.4M | 0.92% | 8,976 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR