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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 127 项
建仓 14
增持 66
减持 38
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
JAAA
JANUS DETROIT STR TR
-$9.0M
487,915
-26%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$8.4M
196,214
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$7.6M
71,847
-78%
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
VBIL
VANGUARD INSTL INDEX FD
-$6.6M
632,989
-12%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.7M
29,735
-73%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.6M
519,059
+24%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$3.9M
964,535
+19%
增持
PYLD
PIMCO ETF TR
+$3.9M
1,049,826
+17%
增持
VTV
VANGUARD INDEX FDS
+$3.9M
101,053
+22%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.8M
215,438
+62%
增持
MINO
PIMCO ETF TR
+$3.8M
132,772
+167%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$3.4M
64,353
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.5M
488,651
+29%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$2.4M
354,395
+16%
减持
BIL
SPDR SERIES TRUST
-$2.2M
32,502
-43%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$2.0M
38,651
减持
BILZ
PIMCO ETF TR
-$2.0M
78,364
-20%
建仓
PWRD
TCW ETF TRUST
+$1.9M
19,598
增持
AVLV
AMERICAN CENTY ETF TR
+$1.7M
96,673
+23%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.6M
329,916
+12%
建仓
FTCA
PUTNAM ETF TRUST
+$1.4M
188,196
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
75,933
+17%
减持
VB
VANGUARD INDEX FDS
-$1.2M
7,328
-39%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.1M
18,693
-51%
增持
SPTM
SPDR SERIES TRUST
+$922.9K
264,704
+2%
增持
UBFO
UNITED SEC BANCSHARES CALIF
+$901.8K
1,218,420
+0%
增持
TSLA
TESLA INC
+$864.0K
16,071
+12%
减持
VO
VANGUARD INDEX FDS
-$849.5K
26,940
-9%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$727.1K
2,755
-52%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$717.6K
211,113
+7%
增持
VOO
VANGUARD INDEX FDS
+$681.1K
16,396
+5%
增持
SLV
ISHARES SILVER TR
+$618.6K
27,021
+2%
增持
MSFT
MICROSOFT CORP
-$613.6K
19,368
+1%
增持
IAU
ISHARES GOLD TR
+$589.1K
35,297
+13%
增持
AAPL
APPLE INC
+$551.4K
23,810
+2%
建仓
QTUM
ETF SER SOLUTIONS
+$391.6K
3,571
清仓
MSTR
STRATEGY INC
-$306.1K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$300.2K
4,806
减持
NVDA
NVIDIA CORPORATION
-$292.0K
30,003
-5%
清仓
ORCL
ORACLE CORP
-$266.9K
0
-100%
建仓
LLY
ELI LILLY & CO
+$264.4K
246
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$261.3K
37,777
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$234.8K
13,904
+21%
清仓
SMR
NUSCALE PWR CORP
-$228.5K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$228.3K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$220.5K
0
-100%
建仓
CMI
CUMMINS INC
+$214.7K
421
建仓
QEFA
SPDR INDEX SHS FDS
+$203.8K
2,248
建仓
IVE
ISHARES TR
+$203.1K
958
增持
AVGO
BROADCOM INC
+$194.2K
1,682
+43%
增持
VCRM
VANGUARD MUN BD FDS
+$194.1K
6,840
+59%
增持
VNLA
JANUS DETROIT STR TR
+$158.4K
42,788
+8%
增持
VTI
VANGUARD INDEX FDS
+$158.3K
12,135
+2%
减持
T
AT&T INC
-$152.7K
30,027
-6%
清仓
PCG
PG&E CORP
-$152.7K
0
-100%
清仓
—
ABRDN AUSTRALIA EQUITY FD IN
-$148.5K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$140.4K
13,377
-19%
建仓
IAF
ABRDN AUSTRALIA EQUITY FD IN
+$139.3K
10,780
减持
JSI
JANUS DETROIT STR TR
-$134.4K
19,761
-11%
增持
GOOGL
ALPHABET INC
+$134.2K
1,862
+1%
清仓
RITM
RITHM CAPITAL CORP
-$131.0K
0
-100%
增持
SPYV
SPDR SERIES TRUST
+$128.2K
27,805
+6%
增持
GOOG
ALPHABET INC
+$126.8K
1,783
+0%
清仓
—
EATON VANCE CALIF MUN BD FD
-$126.3K
0
-100%
增持
CAT
CATERPILLAR INC
+$121.8K
1,262
+0%
增持
AMZN
AMAZON COM INC
+$121.7K
5,667
+5%
减持
SPYG
SPDR SERIES TRUST
+$114.7K
117,529
-1%
增持
—
EXXON MOBIL CORP
+$114.2K
13,342
+1%
减持
WMT
WALMART INC
+$113.4K
14,811
-1%
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$111.6K
12,035
减持
VGUS
VANGUARD INSTL INDEX FD
-$103.5K
5,025
-21%
增持
ARCC
ARES CAPITAL CORP
+$99.9K
18,490
+38%
建仓
BBDC
BARINGS BDC INC
+$98.2K
10,700
减持
VUG
VANGUARD INDEX FDS
-$97.0K
2,547
-9%
增持
GLD
SPDR GOLD TR
+$91.3K
2,210
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$88.5K
38,431
-0%
减持
COST
COSTCO WHSL CORP NEW
-$82.0K
935
-3%
增持
NFLX
NETFLIX INC
-$76.9K
3,400
+930%
增持
FLXR
TCW ETF TRUST
+$75.2K
14,290
+16%
减持
HD
HOME DEPOT INC
-$75.1K
1,023
-3%
增持
JNJ
JOHNSON & JOHNSON
+$69.8K
2,321
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$68.2K
18,842
+9%
减持
VTES
VANGUARD WELLINGTON FD
-$64.4K
9,182
-6%
增持
AMGN
AMGEN INC
+$61.0K
1,319
+0%
增持
QQQ
INVESCO QQQ TR
+$57.0K
2,575
+1%
减持
BAC
BANK AMERICA CORP
-$56.9K
35,726
-9%
增持
CSCO
CISCO SYS INC
+$55.3K
6,393
+0%
增持
META
META PLATFORMS INC
+$53.7K
1,056
+21%
减持
V
VISA INC
-$51.5K
869
-17%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$44.9K
69,146
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$41.3K
8,528
-4%
增持
GSBD
GOLDMAN SACHS BDC INC
+$37.7K
20,483
+37%
增持
ABBV
ABBVIE INC
+$36.8K
1,305
+16%
增持
PEP
PEPSICO INC
+$35.1K
5,025
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$35.1K
2,645
-0%
减持
IUSB
ISHARES TR
-$31.8K
7,575
-8%
减持
FT
FRANKLIN UNVL TR
-$30.5K
11,173
-25%
减持
JPM
JPMORGAN CHASE & CO.
-$29.8K
5,702
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$29.7K
17,640
-6%
减持
PFD
FLAHERTY & CRUMRINE PFD INCO
-$29.6K
25,590
-8%
增持
MO
ALTRIA GROUP INC
-$28.3K
7,105
+7%
增持
CVX
CHEVRON CORP NEW
-$24.8K
12,928
+1%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$20.7K
36,264
-7%
减持
SDY
SPDR SERIES TRUST
-$18.9K
1,600
-7%
增持
CEG
CONSTELLATION ENERGY CORP
+$18.0K
736
+0%
增持
F
FORD MTR CO
+$17.8K
14,622
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.1K
1,140
+0%
增持
IVV
ISHARES TR
+$15.4K
343
+5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$15.2K
3,619
+0%
增持
KRP
KIMBELL RTY PARTNERS LP
-$14.9K
14,934
+6%
减持
IJH
ISHARES TR
-$13.8K
3,686
-6%
增持
TRV
TRAVELERS COMPANIES INC
+$13.7K
1,185
+0%
减持
PRU
PRUDENTIAL FINL INC
+$12.5K
2,050
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$11.1K
5,114
+4%
减持
PFE
PFIZER INC
-$10.4K
15,892
-0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$10.2K
16,486
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.8K
9,648
+5%
增持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$9.0K
52,932
+0%
增持
MLM
MARTIN MARIETTA MATLS INC
-$8.5K
1,208
+0%
增持
ARKQ
ARK ETF TR
+$8.1K
2,286
+0%
增持
KMI
KINDER MORGAN INC DEL
-$6.9K
13,627
+1%
增持
CSX
CSX CORP
+$6.2K
8,231
+0%
减持
EFV
ISHARES TR
+$5.9K
3,717
-3%
增持
ET
ENERGY TRANSFER L P
-$3.9K
11,408
+2%
增持
SRE
SEMPRA
-$3.5K
2,801
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.2K
3,888
+0%
减持
DIS
DISNEY WALT CO
-$2.7K
2,155
-0%
