小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 74
增持 47
减持 3
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD INSTL INDEX FD
+$46.6M
625,552
+7159%
增持
JAAA
JANUS DETROIT STR TR
+$24.2M
678,555
+237%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$18.0M
787,980
+745%
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
PYLD
PIMCO ETF TR
+$16.5M
823,280
+307%
增持
SPTM
SPDR SERIES TRUST
+$16.5M
248,644
+688%
增持
FBND
FIDELITY MERRIMACK STR TR
+$16.4M
401,306
+828%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$13.2M
297,180
+1425%
建仓
UBFO
UNITED SEC BANCSHARES CALIF
+$10.5M
1,218,380
增持
VTV
VANGUARD INDEX FDS
+$9.9M
75,782
+271%
增持
SPYG
SPDR SERIES TRUST
+$9.1M
111,746
+494%
增持
MSFT
MICROSOFT CORP
+$9.0M
19,153
+1346%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$7.1M
307,193
+497%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$6.8M
359,069
+542%
增持
VOO
VANGUARD INDEX FDS
+$6.6M
15,807
+240%
增持
VO
VANGUARD INDEX FDS
+$6.5M
28,214
+409%
增持
BILZ
PIMCO ETF TR
+$5.6M
84,737
+189%
增持
BIL
SPDR SERIES TRUST
+$5.3M
63,152
+1089%
建仓
NVDA
NVIDIA CORPORATION
+$5.1M
31,983
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$4.7M
123,756
+428%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
38,316
+892%
建仓
TSLA
TESLA INC
+$4.6M
14,377
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.1M
102,707
+229%
增持
AAPL
APPLE INC
+$3.9M
24,521
+371%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.7M
267,169
+44%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.3M
61,122
+132%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.1M
182,411
+43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.8M
64,570
+603%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.7M
73,779
+104%
增持
VB
VANGUARD INDEX FDS
+$2.3M
11,178
+654%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
11,936
+97%
建仓
BAC
BANK AMERICA CORP
+$1.9M
39,662
建仓
CVX
CHEVRON CORP NEW
+$1.8M
12,829
建仓
JPM
JPMORGAN CHASE & CO.
+$1.7M
5,879
建仓
SPY
SPDR S&P 500 ETF TR
+$1.6M
2,648
建仓
WMT
WALMART INC
+$1.5M
15,564
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
34,730
+370%
建仓
WFC
WELLS FARGO CO NEW
+$1.3M
16,548
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
5,762
增持
MINO
PIMCO ETF TR
+$1.2M
48,520
+141%
建仓
AMZN
AMAZON COM INC
+$1.1M
5,181
增持
IAU
ISHARES GOLD TR
+$1.1M
31,931
+116%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
4,064
+122%
建仓
VTES
VANGUARD WELLINGTON FD
+$977.2K
9,682
建仓
T
AT&T INC
+$954.1K
32,970
建仓
SLV
ISHARES SILVER TR
+$860.4K
26,223
建仓
JSI
JANUS DETROIT STR TR
+$711.8K
13,527
建仓
IUSB
ISHARES TR
+$710.9K
15,378
建仓
VOT
VANGUARD INDEX FDS
+$701.7K
2,467
建仓
AVDE
AMERICAN CENTY ETF TR
+$672.8K
9,091
建仓
MLM
MARTIN MARIETTA MATLS INC
+$661.6K
1,205
增持
COST
COSTCO WHSL CORP NEW
+$647.0K
954
+204%
建仓
PEP
PEPSICO INC
+$631.8K
4,785
建仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$617.7K
52,479
增持
VUG
VANGUARD INDEX FDS
+$605.3K
3,031
+55%
增持
VNLA
JANUS DETROIT STR TR
+$604.3K
34,014
+56%
建仓
META
META PLATFORMS INC
+$591.2K
801
增持
QQQ
INVESCO QQQ TR
+$534.7K
2,502
+39%
建仓
CAT
CATERPILLAR INC
+$488.0K
1,257
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$469.7K
17,007
建仓
CSCO
CISCO SYS INC
+$456.9K
6,586
建仓
NFLX
NETFLIX INC
+$441.9K
330
建仓
PFE
PFIZER INC
+$433.9K
17,899
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$433.7K
38,828
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$420.4K
9,114
+22%
建仓
HD
HOME DEPOT INC
+$414.1K
1,129
建仓
MSTR
MICROSTRATEGY INC
+$410.3K
1,015
建仓
MO
ALTRIA GROUP INC
+$404.0K
6,891
建仓
KMI
KINDER MORGAN INC DEL
+$394.5K
13,418
建仓
V
VISA INC
+$383.8K
1,081
建仓
VCRM
VANGUARD MUN BD FDS
+$374.8K
5,095
建仓
VZ
VERIZON COMMUNICATIONS INC
+$371.7K
8,590
建仓
AMGN
AMGEN INC
+$368.4K
1,319
增持
GLD
SPDR GOLD TR
+$342.8K
2,207
+93%
建仓
JNJ
JOHNSON & JOHNSON
+$336.9K
2,206
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$333.7K
1,132
建仓
GOOG
ALPHABET INC
+$328.5K
1,852
建仓
GOOGL
ALPHABET INC
+$325.2K
1,845
建仓
AVGO
BROADCOM INC
+$320.9K
1,164
建仓
INTC
INTEL CORP
+$317.4K
14,171
建仓
TRV
TRAVELERS COMPANIES INC
+$315.3K
1,179
建仓
PFD
FLAHERTY & CRUMRINE PFD INCO
+$313.7K
27,733
建仓
ARCC
ARES CAPITAL CORP
+$281.7K
12,830
建仓
DIS
DISNEY WALT CO
+$277.2K
2,235
增持
CWBC
COMMUNITY WEST BANCSHARES NE
+$277.2K
25,800
+111%
建仓
UPS
UNITED PARCEL SERVICE INC
+$272.5K
2,700
建仓
CSX
CSX CORP
+$268.0K
8,213
建仓
VTEB
VANGUARD MUN BD FDS
+$240.9K
4,914
建仓
CEG
CONSTELLATION ENERGY CORP
+$237.2K
735
建仓
SDY
SPDR SERIES TRUST
+$234.1K
1,725
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$228.3K
4,800
建仓
PRU
PRUDENTIAL FINL INC
+$225.2K
2,096
建仓
IWF
ISHARES TR
+$224.1K
528
建仓
QUAL
ISHARES TR
+$223.2K
1,221
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$218.3K
7,041
建仓
—
WELLS FARGO CO NEW
+$217.2K
185
增持
FLXR
TCW ETF TRUST
+$210.1K
16,173
+48%
建仓
SRE
SEMPRA
+$209.9K
2,770
建仓
ABBV
ABBVIE INC
+$209.5K
1,128
建仓
ORCL
ORACLE CORP
+$207.4K
948
建仓
NEE
NEXTERA ENERGY INC
+$206.3K
2,971
建仓
UMBF
UMB FINL CORP
+$203.8K
1,938
建仓
IVV
ISHARES TR
+$203.7K
328
建仓
PANW
PALO ALTO NETWORKS INC
+$201.8K
986
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$198.1K
25,464
+12%
建仓
ET
ENERGY TRANSFER L P
+$192.8K
10,634
增持
—
EXXON MOBIL CORP
+$190.2K
13,133
+27%
建仓
F
FORD MTR CO
+$165.8K
15,282
建仓
GSBD
GOLDMAN SACHS BDC INC
+$157.9K
14,039
建仓
PCG
PG&E CORP
+$141.0K
10,118
建仓
—
ABRDN AUSTRALIA EQUITY FD IN
+$140.9K
31,527
减持
SCHD
SCHWAB STRATEGIC TR
-$127.4K
20,916
-14%
减持
SPYV
SPDR SERIES TRUST
-$124.9K
28,386
-10%
建仓
—
EATON VANCE CALIF MUN BD FD
+$117.3K
13,149
建仓
FT
FRANKLIN UNVL TR
+$113.6K
14,910
建仓
RITM
RITHM CAPITAL CORP
+$112.9K
10,000
增持
VGUS
VANGUARD INSTL INDEX FD
+$111.5K
7,996
+23%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$69.9K
16,631
+6%
建仓
QS
QUANTUMSCAPE CORP
+$68.5K
10,200
增持
IJH
ISHARES TR
+$36.6K
3,920
+11%
减持
SMMU
PIMCO ETF TR
-$36.0K
4,527
-14%
增持
KRP
KIMBELL RTY PARTNERS LP
+$32.9K
13,310
+22%
增持
EFV
ISHARES TR
+$30.1K
3,826
+6%
建仓
PLUG
PLUG POWER INC
+$22.4K
15,000
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$7.0K
3,582
+1%
