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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 117 项
建仓 2
增持 6
减持 41
清仓 68
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$34.1M
5,310
-99%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$17.0M
93,219
-88%
减持
JAAA
JANUS DETROIT STR TR
-$17.0M
201,552
-62%
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。
减持
FBND
FIDELITY MERRIMACK STR TR
-$16.3M
43,229
-89%
减持
PYLD
PIMCO ETF TR
-$15.1M
202,419
-74%
减持
SPTM
SPDR SER TR
-$14.7M
31,571
-86%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$13.0M
19,482
-93%
清仓
UBFO
UNITED SEC BANCSHARES CALIF
-$12.3M
0
-100%
减持
SPYG
SPDR SER TR
-$8.1M
18,797
-82%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$7.5M
55,901
-86%
减持
SCHD
SCHWAB STRATEGIC TR
-$7.5M
24,379
-92%
减持
MSFT
MICROSOFT CORP
-$7.4M
1,325
-93%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$6.2M
51,457
-82%
减持
VO
VANGUARD INDEX FDS
-$5.8M
5,548
-79%
减持
VOO
VANGUARD INDEX FDS
-$5.6M
4,644
-67%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.5M
31,235
-75%
减持
BILZ
PIMCO ETF TR
-$5.3M
29,355
-64%
减持
VTV
VANGUARD INDEX FDS
-$5.2M
20,408
-59%
减持
AAPL
APPLE INC
-$5.0M
5,205
-80%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$4.6M
23,442
-81%
减持
VB
VANGUARD INDEX FDS
-$4.1M
1,482
-92%
清仓
NVDA
NVIDIA CORPORATION
-$3.9M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.5M
3,863
-87%
减持
MINO
PIMCO ETF TR
-$3.4M
20,151
-79%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$3.1M
185,531
-27%
清仓
TSLA
TESLA INC
-$2.8M
0
-100%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$2.7M
127,274
-28%
清仓
CVX
CHEVRON CORP NEW
-$2.5M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.2M
9,179
-84%
减持
VTI
VANGUARD INDEX FDS
-$1.9M
6,046
-49%
清仓
WMT
WALMART INC
-$1.8M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$1.8M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$1.5M
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.5M
7,397
-77%
清仓
WFC
WELLS FARGO CO NEW
-$1.3M
0
-100%
清仓
VTEC
VANGUARD CALIF TAX FREE FDS
-$1.2M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.1M
26,315
-24%
清仓
AMZN
AMAZON COM INC
-$1.0M
0
-100%
清仓
VTES
VANGUARD WELLINGTON FD
-$962.5K
0
-100%
减持
IAU
ISHARES GOLD TR
-$956.3K
14,795
-55%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$935.9K
1,828
-54%
清仓
T
AT&T INC
-$843.8K
0
-100%
清仓
PEP
PEPSICO INC
-$723.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$688.2K
314
-66%
清仓
VOT
VANGUARD INDEX FDS
-$675.4K
0
-100%
清仓
CAT
CATERPILLAR INC
-$670.6K
0
-100%
清仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$665.4K
0
-100%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$650.1K
8,618
清仓
MLM
MARTIN MARIETTA MATLS INC
-$639.3K
0
-100%
清仓
HD
HOME DEPOT INC
-$544.7K
0
-100%
清仓
META
META PLATFORMS INC
-$534.8K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$526.0K
7,449
-23%
清仓
DIS
DISNEY WALT CO
-$518.9K
0
-100%
建仓
VGUS
VANGUARD INSTL INDEX FD
+$492.4K
6,525
清仓
AMGN
AMGEN INC
-$474.7K
0
-100%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$439.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$433.2K
1,803
-24%
清仓
CSCO
CISCO SYS INC
-$421.3K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$414.4K
0
-100%
清仓
GOOG
ALPHABET INC
-$399.6K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$387.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$380.7K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$376.7K
0
-100%
清仓
CSX
CSX CORP
-$371.2K
0
-100%
减持
GLD
SPDR GOLD TR
-$366.7K
1,145
-56%
清仓
INTC
INTEL CORP
-$358.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$350.5K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$349.7K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$347.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$342.2K
1,951
-22%
清仓
PFE
PFIZER INC
-$339.1K
0
-100%
清仓
NFLX
NETFLIX INC
-$335.0K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$332.9K
0
-100%
清仓
GOOGL
ALPHABET INC
-$325.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$323.8K
0
-100%
清仓
PFD
FLAHERTY & CRUMRINE PFD INCO
-$315.7K
0
-100%
清仓
AVGO
BROADCOM INC
-$313.1K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$291.1K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$271.7K
0
-100%
清仓
V
VISA INC
-$270.5K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$246.4K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$243.3K
0
-100%
减持
—
EXXON MOBIL CORP
-$240.1K
10,305
-24%
清仓
SDY
SPDR SER TR
-$237.9K
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$236.7K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$231.6K
0
-100%
清仓
SRE
SEMPRA
-$230.7K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$228.5K
0
-100%
清仓
QUAL
ISHARES TR
-$226.9K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$225.3K
0
-100%
清仓
QCOM
QUALCOMM INC
-$220.7K
0
-100%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$220.6K
0
-100%
清仓
IWF
ISHARES TR
-$219.2K
0
-100%
清仓
UMBF
UMB FINL CORP
-$218.1K
0
-100%
清仓
ABBV
ABBVIE INC
-$217.5K
0
-100%
清仓
LLY
ELI LILLY & CO
-$214.5K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$209.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$203.8K
0
-100%
清仓
IVV
ISHARES TR
-$201.0K
0
-100%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$200.1K
0
-100%
增持
VNLA
JANUS DETROIT STR TR
+$178.3K
21,754
+20%
清仓
PCG
PG&E CORP
-$173.8K
0
-100%
清仓
F
FORD MTR CO
-$159.1K
0
-100%
增持
FLXR
TCW ETF TRUST
+$152.9K
10,925
+54%
减持
SMMU
PIMCO ETF TR
-$147.6K
5,260
-36%
减持
SPYV
SPDR SER TR
-$145.1K
31,539
-5%
清仓
—
ABRDN AUSTRALIA EQUITY FD IN
-$133.1K
0
-100%
清仓
—
EATON VANCE CALIF MUN BD FD
-$120.7K
0
-100%
清仓
FT
FRANKLIN UNVL TR
-$113.3K
0
-100%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$34.1K
15,696
-2%
清仓
PLUG
PLUG POWER INC
-$26.4K
0
-100%
减持
IJH
ISHARES TR
-$25.5K
3,540
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$21.7K
22,656
+8%
增持
AVLV
AMERICAN CENTY ETF TR
-$20.3K
36,243
+6%
增持
KRP
KIMBELL RTY PARTNERS LP
-$11.4K
10,919
+3%
减持
EFV
ISHARES TR
-$7.4K
3,611
-7%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$3.6K
3,561
+1%
