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Bridgewealth Advisory Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Bridgewealth Advisory Group, LLC

报告期 2026-03-31 · CIK 0001801982

持仓数

135

前50大市值合计

$445.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$60.0M

793,228

13.5%

PYLD PIMCO ETF TR

MULTISECTOR BD

$30.2M

1,151,834

6.8%

CGSD CAPITAL GRP FIXED INCM ETF T

SHORT DURATION

$26.7M

1,034,744

6.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$26.5M

580,292

5.9%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$23.1M

459,482

5.2%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$22.8M

288,385

5.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$22.7M

115,923

5.1%

JSCP J P MORGAN EXCHANGE TRADED F

SHORT DURA CORE

$17.6M

372,489

4.0%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$13.7M

356,156

3.1%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$13.3M

135,607

3.0%

CGCP CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM

$12.7M

568,795

2.9%

UBFO UNITED SEC BANCSHARES CALIF

COM

$12.6M

1,203,437

2.8%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$11.4M

263,506

2.6%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$11.3M

245,878

2.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$10.1M

16,963

2.3%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$9.3M

232,042

2.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$9.1M

82,587

2.0%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$8.9M

109,960

2.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$8.5M

29,523

1.9%

BILZ PIMCO ETF TR

ULTRA SHORT GOVT

$7.3M

72,332

1.6%

MSFT MICROSOFT CORP

COM

$7.2M

19,458

1.6%

AAPL APPLE INC

COM

$6.2M

24,348

1.4%

MINO PIMCO ETF TR

MUNI INCOME OPP

$5.9M

130,270

1.3%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$5.7M

38,168

1.3%

NVDA NVIDIA CORPORATION

COM

$5.4M

31,215

1.2%

TSLA TESLA INC

COM

$5.3M

14,381

1.2%

GPIX GOLDMAN SACHS ETF TR

S&P 500 PREMIUM

$5.1M

102,071

1.1%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$4.2M

78,377

1.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.9M

12,293

0.9%

PWRD TCW ETF TRUST

TRANSFORM SYSTEM

$3.0M

31,077

0.7%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$2.7M

55,103

0.6%

CVX CHEVRON CORPORATION

COM

$2.7M

12,906

0.6%

IAU ISHARES GOLD TR

ISHARES NEW

$2.4M

26,950

0.5%

GPIQ GOLDMAN SACHS ETF TR

NASDAQ-100 PREMI

$2.2M

45,059

0.5%

WMT WALMART INC

COM

$1.9M

14,967

0.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.8M

2,835

0.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.8M

8,539

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.8M

3,823

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$1.8M

6,972

0.4%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$1.8M

42,427

0.4%

BAC BANK AMERICA CORP

COM

$1.7M

35,800

0.4%

JPM JPMORGAN CHASE & CO

COM

$1.7M

5,714

0.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$1.7M

29,625

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.6M

2,776

0.4%

SLV ISHARES SILVER TR

ISHARES

$1.4M

20,431

0.3%

FTCA PUTNAM ETF TRUST

FRANKLIN CALIF

$1.4M

186,566

0.3%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$1.3M

15,439

0.3%

BIL SPDR SERIES TRUST

STATE STREET SPD

$1.2M

13,611

0.3%

AMZN AMAZON COM INC

COM

$1.2M

5,820

0.3%

— EXXON MOBIL CORP

COM

$1.2M

6,905

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

VBIL13.5%PYLD6.8%CGSD6.0%FBND5.9%JAAA5.2%SPTM5.1%