BRIGHT FINANCIAL ADVISORS, INC.
CIK 2022456 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $238.9M
- Posisi
- 72
- Per tanggal
- 30 Juni 2026
#5.869 dari 9.443 berdasarkan nilai 13F · top 62.2%
Nilai portofolio QoQ: +9.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,67%
- Bobot 25 kepemilikan teratas
- 89,98%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 16,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,31% Perkiraan pembelian $13.899.642 · penjualan $2.991.261
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,7% masih dipegang
- Posisi baru
- 9
- Meningkat
- 22
- Menurun
- 17
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,2%
Healthcare
3,7%
Industrials
2,8%
Retail
1,0%
Energy
0,9%
Communication Services
0,4%
Consumer Discretionary
0,4%
Consumer Staples
0,4%
Communications
0,2%
Consumer products
0,1%
Telecommunication
0,1%
Financials
0,1%
Lainnya/Tidak terpetakan
82,7%
Portofolio lengkap 72 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AGG | $36.701.048 | 15,36% | 370.792 | $852.764 | Naik ×6 | ||
| RSP | $25.929.669 | 10,86% | 121.866 | $4.983.281 | Naik ×6 | ||
| GLD | $19.743.326 | 8,27% | 53.595 | $-4.044.827 | Turun ×5 | ||
| IVV | $16.045.520 | 6,72% | 21.424 | $2.007.309 | Turun ×1 | ||
| IJR | $14.153.522 | 5,93% | 95.431 | $2.621.224 | Naik ×3 | ||
| GAL | $9.036.803 | 3,78% | 171.020 | $367.826 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $8.847.809 | 3,70% | 44.219 | $1.109.377 | Turun ×1 | ||
| IJH | $8.731.463 | 3,66% | 113.232 | $1.400.281 | Naik ×5 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $7.908.252 | 3,31% | 183.315 | $722.958 | Naik ×6 | ||
| SYK Stryker Corporation Common Stock | $7.365.624 | 3,08% | 23.394 | $-361.602 | Turun ×1 | ||
| GLDM | $7.259.067 | 3,04% | 91.401 | $-668.338 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $5.835.205 | 2,44% | 20.165 | $711.152 | Turun ×1 | ||
| VTI | $5.360.323 | 2,24% | 14.485 | $636.687 | Turun ×2 | ||
| BRKA | $5.241.950 | 2,19% | 7 | $214.970 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $5.136.922 | 2,15% | 12.055 | $1.013.307 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $4.990.128 | 2,09% | 16.469 | $1.246.302 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.404.472 | 1,84% | 5.980 | $949.999 | Turun ×1 | ||
| DUSB | $3.963.149 | 1,66% | 78.045 | $-196.572 | Turun ×1 | ||
| MTUM | $3.959.015 | 1,66% | 11.548 | $1.117.086 | Turun ×1 | ||
| VGT | $3.659.590 | 1,53% | 30.619 | $989.318 | Naik ×3 | ||
| SPY SPY | $2.861.394 | 1,20% | 3.831 | $369.490 | |||
| BRKB | $2.341.825 | 0,98% | 4.680 | $505.052 | Naik ×2 | ||
| SOXX SOXX | $1.965.374 | 0,82% | 3.067 | $957.293 | |||
| NOBL | $1.878.327 | 0,79% | 33.446 | $97.465 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.604.181 | 0,67% | 6.730 | $162.744 | Turun ×2 | ||
| FBND | $1.588.556 | 0,67% | 34.921 | $-416.489 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.577.439 | 0,66% | 11.537 | $135.087 | Naik ×2 | ||
| IAU | $1.359.104 | 0,57% | 17.999 | $-224.426 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1.303.390 | 0,55% | 12.947 | $-88.608 | Turun ×1 | ||
| EFA | $1.180.285 | 0,49% | 11.362 | $32.791 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $813.220 | 0,34% | 763 | $272.198 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $741.043 | 0,31% | 9.025 | $-15.381 | Turun ×5 | ||
| VHT | $707.159 | 0,30% | 2.365 | $63.099 | |||
| FEGE First Eagle Global Equity ETF | $679.597 | 0,28% | 13.892 | Naik ×1 | |||
| CVX Chevron Corporation Common Stock | $659.725 | 0,28% | 3.980 | $57.645 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $602.283 | 0,25% | 1.704 | $113.356 | |||
| XAR | $600.216 | 0,25% | 2.115 | $63.048 | |||
| WMT Walmart Inc. - Common Stock | $596.654 | 0,25% | 5.268 | $-58.053 | |||
| MSFT Microsoft Corporation - Common Stock | $527.823 | 0,22% | 1.415 | $-139.964 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $521.544 | 0,22% | 1.240 | $60.574 | |||
| PM Philip Morris International Inc Common Stock | $519.032 | 0,22% | 2.869 | $44.832 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $502.522 | 0,21% | 1.787 | $127.545 | Naik ×1 | ||
| VOO | $491.069 | 0,21% | 715 | $79.955 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $484.170 | 0,20% | 4.122 | $167.447 | Naik ×2 | ||
| ROK Rockwell Automation, Inc. Common Stock | $482.208 | 0,20% | 974 | Naik ×1 | |||
| MO Altria Group, Inc. | $455.803 | 0,19% | 6.335 | $37.756 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $451.696 | 0,19% | 3.956 | $-15.192 | Naik ×1 | ||
| DFCF | $421.649 | 0,18% | 9.989 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $417.412 | 0,17% | 1.658 | $122.930 | Naik ×1 | ||
| VOX | $407.633 | 0,17% | 2.216 | $9.108 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $395.600 | 0,17% | 681 | Naik ×1 | |||
| SMH SMH | $379.610 | 0,16% | 578 | $157.709 | |||
| ZTS Zoetis Inc. Class A Common Stock | $374.822 | 0,16% | 5.216 | $-241.761 | |||
| VTEB | $316.378 | 0,13% | 6.255 | $4.316 | |||
| LLY Eli Lilly and Company Common Stock | $305.855 | 0,13% | 255 | $71.314 | |||
| PG Procter & Gamble Company (The) Common Stock | $295.533 | 0,12% | 2.015 | $4.435 | |||
| SKYY First Trust Cloud Computing ETF | $288.093 | 0,12% | 2.141 | $53.953 | |||
| AVGO Broadcom Inc. - Common Stock | $287.468 | 0,12% | 761 | $51.931 | |||
| VZ Verizon Communications Inc. Common Stock | $286.854 | 0,12% | 6.775 | $71.245 | Naik ×1 | ||
| FXU | $274.084 | 0,11% | 5.555 | $-1.388 | |||
| MUNI | $269.887 | 0,11% | 5.130 | $-40.246 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $267.308 | 0,11% | 1.052 | $10.030 | |||
| GSLC | $263.490 | 0,11% | 1.857 | $31.124 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $255.877 | 0,11% | 716 | $49.984 | |||
| RTX RTX Corporation Common Stock | $248.167 | 0,10% | 1.308 | $31.155 | Naik ×1 | ||
| IXC | $245.650 | 0,10% | 5.000 | $-42.400 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $236.668 | 0,10% | 694 | Naik ×1 | |||
| TWLO Twilio Inc. Class A Common Stock | $226.963 | 0,10% | 1.100 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $206.545 | 0,09% | 631 | Naik ×1 | |||
| TGT Target Corporation Common Stock | $206.364 | 0,09% | 1.580 | Naik ×1 | |||
| ARKK | $203.909 | 0,09% | 2.523 | ||||
| GLDG | $11.756 | 0,00% | 12.961 | $-3.668 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| RSP | Beli lebih banyak | +13K | +$5.0M |
| GLD | Dipangkas | -2K | -$4.0M |
| IJR | Beli lebih banyak | +3K | +$2.6M |
| IVV | Dipangkas | -66 | +$2.0M |
| IJH | Beli lebih banyak | +5K | +$1.4M |
| QQQM | Beli lebih banyak | +715 | +$1.2M |
| MTUM | Dipangkas | -293 | +$1.1M |
| NVDA | Dipangkas | -152 | +$1.1M |
| ETN | Beli lebih banyak | +526 | +$1.0M |
| VGT | Beli lebih banyak | +27K | +$989K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SCHX | 30 Sep. 2025 | 16.292 | $398.167 | Tidak lagi dilacak |
| K | 31 Des. 2025 | 4.279 | $350.964 | Tidak lagi dilacak |
| BND | 31 Maret 2026 | 4.511 | $334.130 | |
| MUB | 31 Maret 2025 | 3.129 | $333.395 | Tidak lagi dilacak |
| ESGU | 31 Maret 2025 | 2.131 | $274.515 | |
| CSCO | 30 Juni 2025 | 3.682 | $227.216 | 60,0% |
| BND | 31 Maret 2025 | 3.141 | $225.869 | |
| FTGC | 31 Des. 2025 | 8.709 | $225.563 | |
| WFC | 31 Maret 2026 | 2.411 | $224.705 | 6,3% |
| ARKK | 31 Des. 2025 | 2.523 | $217.735 | Tidak lagi dilacak |
| NFLX | 30 Juni 2026 | 2.256 | $216.914 | 11,4% |
| CEG | 30 Juni 2026 | 776 | $216.698 | 9,8% |
| IXC | 30 Juni 2025 | 5.000 | $210.350 | Tidak lagi dilacak |
| FTGC | 30 Juni 2026 | 7.215 | $207.143 | |
| ESGD | 31 Maret 2025 | 2.709 | $206.264 | |
| JNJ | 30 Juni 2025 | 1.228 | $203.572 | 74,9% |
| MINT | 31 Maret 2026 | 2.026 | $203.289 | Tidak lagi dilacak |
| SLV | 30 Juni 2026 | 2.953 | $201.217 | Tidak lagi dilacak |