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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
$445.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 110 项
建仓 27
增持 73
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$14.5M
535,040
+114%
增持
BIL
SPDR SER TR
+$5.8M
378,217
+20%
增持
MSFT
MICROSOFT CORP
+$3.8M
19,211
+102%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTV
VANGUARD INDEX FDS
+$3.6M
49,184
+69%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$3.3M
755,083
+22%
增持
PYLD
PIMCO ETF TR
+$3.3M
780,871
+22%
增持
SPTM
SPDR SER TR
+$3.3M
226,297
+17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.2M
404,388
+26%
增持
SCHD
SCHWAB STRATEGIC TR
-$2.6M
292,747
+130%
增持
SPYG
SPDR SER TR
+$2.3M
104,523
+18%
增持
BILZ
PIMCO ETF TR
+$2.2M
81,716
+38%
增持
TSLA
TESLA INC
+$2.2M
7,774
+233%
增持
UBFO
UNITED SEC BANCSHARES CALIF
+$1.9M
1,217,932
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
28,768
+61%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.5M
283,076
+28%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.5M
255,598
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
34,646
+78%
增持
AAPL
APPLE INC
+$1.4M
25,633
+26%
增持
VO
VANGUARD INDEX FDS
+$1.4M
26,211
+18%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$1.3M
298,047
+12%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.3M
34,248
+107%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.2M
392,787
+20%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.2M
176,478
+5%
增持
WMT
WALMART INC
+$1.0M
16,999
+84%
增持
BAC
BANK AMERICA CORP
+$928.2K
37,814
+82%
增持
WFC
WELLS FARGO CO NEW
+$863.1K
16,545
+112%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$852.2K
124,905
+19%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$841.2K
122,756
-10%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$679.5K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$639.3K
1,202
增持
VNLA
JANUS DETROIT STR TR
+$615.8K
18,163
+224%
增持
IAU
ISHARES GOLD TR
+$600.4K
33,079
+34%
增持
VOO
VANGUARD INDEX FDS
+$575.0K
14,257
+1%
增持
T
AT&T INC
+$555.3K
32,921
+151%
减持
SPYV
SPDR SER TR
-$554.7K
33,253
-24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$545.3K
58,258
+32%
建仓
HD
HOME DEPOT INC
+$544.7K
1,321
增持
JPM
JPMORGAN CHASE & CO.
+$483.9K
5,560
+11%
建仓
AMGN
AMGEN INC
+$474.7K
1,598
增持
VTI
VANGUARD INDEX FDS
+$457.7K
11,875
+8%
增持
COST
COSTCO WHSL CORP NEW
+$440.7K
915
+49%
建仓
CSCO
CISCO SYS INC
+$421.3K
6,599
减持
VB
VANGUARD INDEX FDS
-$415.8K
17,868
-13%
建仓
KMI
KINDER MORGAN INC DEL
+$376.7K
14,182
建仓
CSX
CSX CORP
+$371.2K
11,213
增持
CVX
CHEVRON CORP NEW
+$355.8K
16,172
+10%
建仓
MO
ALTRIA GROUP INC
+$350.5K
6,536
建仓
TRV
TRAVELERS COMPANIES INC
+$349.7K
1,439
建仓
SPY
SPDR S&P 500 ETF TR
+$347.0K
569
建仓
NFLX
NETFLIX INC
+$335.0K
321
建仓
UPS
UNITED PARCEL SERVICE INC
+$323.8K
2,800
建仓
AVGO
BROADCOM INC
+$313.1K
1,328
增持
AMZN
AMAZON COM INC
+$311.6K
4,524
+15%
增持
CAT
CATERPILLAR INC
+$288.7K
1,896
+94%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$284.1K
11,787
+35%
建仓
FLXR
TCW ETF TRUST
+$275.1K
7,095
建仓
V
VISA INC
+$270.5K
761
建仓
ET
ENERGY TRANSFER L P
+$243.3K
12,277
建仓
PRU
PRUDENTIAL FINL INC
+$231.6K
2,070
建仓
CEG
CONSTELLATION ENERGY CORP
+$228.5K
733
建仓
QUAL
ISHARES TR
+$226.9K
1,221
增持
QQQ
INVESCO QQQ TR
+$226.4K
2,386
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$224.8K
21,031
+37%
建仓
QCOM
QUALCOMM INC
+$220.7K
1,282
建仓
IWF
ISHARES TR
+$219.2K
527
建仓
UMBF
UMB FINL CORP
+$218.1K
1,938
建仓
ABBV
ABBVIE INC
+$217.5K
1,124
清仓
VHT
VANGUARD WORLD FD
-$212.9K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$211.7K
31,635
+7%
建仓
PANW
PALO ALTO NETWORKS INC
+$209.1K
1,036
建仓
NEE
NEXTERA ENERGY INC
+$203.8K
2,971
建仓
IVV
ISHARES TR
+$201.0K
328
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$199.2K
38,523
+90%
增持
PEP
PEPSICO INC
+$187.1K
5,004
+59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$177.5K
3,974
+6%
增持
PFD
FLAHERTY & CRUMRINE PFD INCO
+$159.9K
27,733
+113%
增持
VZ
VERIZON COMMUNICATIONS INC
+$150.6K
9,277
+81%
增持
SMMU
PIMCO ETF TR
+$150.0K
8,206
+59%
增持
INTC
INTEL CORP
+$129.9K
14,842
+53%
增持
JNJ
JOHNSON & JOHNSON
+$129.8K
2,466
+55%
建仓
—
EATON VANCE CALIF MUN BD FD
+$120.7K
12,891
增持
META
META PLATFORMS INC
+$115.7K
734
+0%
增持
DIS
DISNEY WALT CO
+$115.6K
4,735
+13%
建仓
FT
FRANKLIN UNVL TR
+$113.3K
14,910
增持
GOOG
ALPHABET INC
+$103.9K
2,127
+20%
增持
VTES
VANGUARD WELLINGTON FD
+$93.0K
9,568
+12%
增持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$92.9K
52,231
+24%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$89.3K
16,006
+15%
增持
—
EXXON MOBIL CORP
+$86.9K
13,555
+15%
增持
GOOGL
ALPHABET INC
+$76.2K
1,748
+16%
增持
GLD
SPDR GOLD TR
+$74.1K
2,577
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$62.7K
1,123
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$61.4K
10,025
+7%
增持
PFE
PFIZER INC
+$47.6K
13,225
+31%
增持
SLV
ISHARES SILVER TR
+$44.3K
9,222
+15%
减持
VYM
VANGUARD WHITEHALL FDS
+$41.7K
30,109
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$37.3K
9,632
-1%
增持
PCG
PG&E CORP
-$36.0K
10,965
+3%
减持
ARCC
ARES CAPITAL CORP
+$32.0K
17,955
-2%
增持
MINO
PIMCO ETF TR
+$30.1K
94,709
+3%
增持
IJH
ISHARES TR
+$25.5K
3,630
+10%
减持
VTEB
VANGUARD MUN BD FDS
-$25.3K
4,914
-8%
增持
LLY
ELI LILLY & CO
+$10.7K
246
+7%
增持
EFV
ISHARES TR
+$8.4K
3,870
+5%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$8.1K
3,535
-1%
增持
F
FORD MTR CO
-$7.5K
17,019
+8%
增持
—
WELLS FARGO CO NEW
+$4.8K
185
+8%
增持
—
ABRDN AUSTRALIA EQUITY FD IN
-$3.2K
29,815
+3%
增持
SRE
SEMPRA
+$3.2K
2,752
+1%
增持
KRP
KIMBELL RTY PARTNERS LP
-$2.3K
10,619
+3%
