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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 111 项
建仓 4
增持 71
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD INSTL INDEX FD
+$7.1M
719,107
+15%
增持
SPTM
SPDR SERIES TRUST
+$2.3M
259,333
+4%
增持
PYLD
PIMCO ETF TR
+$2.2M
897,031
+9%
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
+$2.1M
82,826
+9%
减持
TSLA
TESLA INC
+$1.8M
14,309
-0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.8M
294,656
+10%
增持
SPYG
SPDR SERIES TRUST
+$1.8M
118,894
+6%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.4M
328,933
+7%
增持
BILZ
PIMCO ETF TR
+$1.3M
97,856
+15%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.3M
197,418
+8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$985.5K
418,367
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$908.5K
65,073
+6%
减持
AAPL
APPLE INC
+$890.8K
23,256
-5%
减持
NVDA
NVIDIA CORPORATION
+$834.5K
31,555
-1%
增持
UBFO
UNITED SEC BANCSHARES CALIF
+$828.7K
1,218,400
+0%
增持
VO
VANGUARD INDEX FDS
+$773.0K
29,509
+5%
减持
JAAA
JANUS DETROIT STR TR
-$770.6K
662,978
-2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$710.2K
813,953
+3%
增持
AVLV
AMERICAN CENTY ETF TR
+$628.2K
78,337
+6%
减持
VOO
VANGUARD INDEX FDS
+$622.5K
15,679
-1%
减持
BIL
SPDR SERIES TRUST
-$589.3K
56,715
-10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$520.9K
111,379
+8%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$500.9K
377,639
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$478.8K
67,782
+5%
增持
MSFT
MICROSOFT CORP
+$453.4K
19,269
+1%
增持
JSI
JANUS DETROIT STR TR
+$451.4K
22,253
+65%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$445.3K
133,111
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$395.7K
8,000
+196%
增持
VB
VANGUARD INDEX FDS
+$393.0K
11,963
+7%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$391.6K
304,345
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$381.7K
33,006
+30%
减持
IUSB
ISHARES TR
-$326.5K
8,229
-46%
增持
VYM
VANGUARD WHITEHALL FDS
+$319.2K
38,503
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$302.4K
38,104
+10%
减持
IAU
ISHARES GOLD TR
+$284.7K
31,276
-2%
减持
VTI
VANGUARD INDEX FDS
+$282.6K
11,915
-0%
增持
VNLA
JANUS DETROIT STR TR
+$270.7K
39,444
+16%
增持
SLV
ISHARES SILVER TR
+$261.7K
26,483
+1%
建仓
ARKQ
ARK ETF TR
+$254.0K
2,277
增持
AVDE
AMERICAN CENTY ETF TR
+$237.0K
11,531
+27%
建仓
SMR
NUSCALE PWR CORP
+$228.5K
6,347
清仓
SMMU
PIMCO ETF TR
-$227.1K
0
-100%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$209.3K
4,015
建仓
DVY
ISHARES TR
+$206.0K
1,450
清仓
PANW
PALO ALTO NETWORKS INC
-$201.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$162.8K
5,920
+1%
增持
CVX
CHEVRON CORP NEW
+$158.2K
12,848
+0%
减持
FLXR
TCW ETF TRUST
-$147.3K
12,330
-24%
减持
INTC
INTEL CORP
+$146.4K
13,826
-2%
减持
BAC
BANK AMERICA CORP
+$145.1K
39,191
-1%
增持
QQQ
INVESCO QQQ TR
+$144.8K
2,540
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$132.1K
2,655
+0%
增持
GOOGL
ALPHABET INC
+$123.6K
1,846
+0%
减持
VGUS
VANGUARD INSTL INDEX FD
-$121.2K
6,380
-20%
增持
CAT
CATERPILLAR INC
+$112.9K
1,259
+0%
增持
MINO
PIMCO ETF TR
+$109.6K
49,783
+3%
减持
GOOG
ALPHABET INC
+$104.3K
1,777
-4%
减持
MSTR
STRATEGY INC
-$104.2K
950
-6%
增持
MLM
MARTIN MARIETTA MATLS INC
+$98.8K
1,206
+0%
增持
—
EXXON MOBIL CORP
+$75.7K
13,227
+1%
增持
JNJ
JOHNSON & JOHNSON
+$73.5K
2,214
+0%
清仓
QS
QUANTUMSCAPE CORP
-$68.5K
0
-100%
增持
AVGO
BROADCOM INC
+$67.1K
1,176
+1%
增持
WFC
WELLS FARGO CO NEW
+$61.3K
16,549
+0%
增持
ORCL
ORACLE CORP
+$59.5K
949
+0%
增持
COST
COSTCO WHSL CORP NEW
-$56.5K
959
+1%
减持
T
AT&T INC
-$55.6K
31,819
-3%
增持
PEP
PEPSICO INC
+$54.3K
4,885
+2%
增持
META
META PLATFORMS INC
+$52.1K
876
+9%
减持
VCRM
VANGUARD MUN BD FDS
-$52.0K
4,290
-16%
增持
ABBV
ABBVIE INC
+$51.9K
1,129
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$50.1K
8,877
-3%
增持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$49.8K
52,680
+0%
增持
AMZN
AMAZON COM INC
+$49.7K
5,403
+4%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$41.4K
17,209
+3%
增持
SRE
SEMPRA
+$40.9K
2,787
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$40.7K
18,812
-10%
减持
SPYV
SPDR SERIES TRUST
-$34.4K
26,231
-8%
减持
MO
ALTRIA GROUP INC
+$33.9K
6,629
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$31.1K
9,164
+7%
减持
DIS
DISNEY WALT CO
-$29.3K
2,165
-3%
减持
PFE
PFIZER INC
-$27.7K
15,940
-11%
减持
V
VISA INC
-$27.6K
1,043
-4%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$24.6K
16,041
-6%
增持
CSX
CSX CORP
+$24.2K
8,228
+0%
增持
VOT
VANGUARD INDEX FDS
+$23.2K
2,468
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
3,881
-5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$23.0K
3,611
+1%
增持
VTES
VANGUARD WELLINGTON FD
+$19.8K
9,782
+1%
减持
CSCO
CISCO SYS INC
-$19.8K
6,389
-3%
增持
RITM
RITHM CAPITAL CORP
+$18.1K
11,500
+15%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$15.3K
39,042
+1%
减持
WMT
WALMART INC
+$15.0K
14,911
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$14.6K
1,182
+0%
增持
IJH
ISHARES TR
+$14.0K
3,940
+1%
减持
HD
HOME DEPOT INC
+$13.0K
1,054
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$13.0K
1,136
+0%
增持
KMI
KINDER MORGAN INC DEL
-$12.9K
13,477
+0%
增持
PCG
PG&E CORP
+$11.6K
10,125
+0%
减持
VUG
VANGUARD INDEX FDS
+$10.8K
2,793
-8%
减持
NEE
NEXTERA ENERGY INC
+$10.5K
2,871
-3%
增持
—
EATON VANCE CALIF MUN BD FD
+$9.0K
13,306
+1%
减持
F
FORD MTR CO
+$8.3K
14,555
-5%
增持
ARCC
ARES CAPITAL CORP
-$7.6K
13,430
+5%
增持
—
ABRDN AUSTRALIA EQUITY FD IN
+$7.5K
32,344
+3%
增持
PRU
PRUDENTIAL FINL INC
-$6.3K
2,110
+1%
增持
GSBD
GOLDMAN SACHS BDC INC
-$5.6K
14,983
+7%
增持
KRP
KIMBELL RTY PARTNERS LP
+$4.7K
14,124
+6%
减持
AMGN
AMGEN INC
+$2.5K
1,314
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.1K
7,050
+0%
增持
ET
ENERGY TRANSFER L P
-$790
11,190
+5%
