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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 119 项
建仓 6
增持 77
减持 35
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD INSTL INDEX FD
+$12.3M
793,228
+25%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
115,923
+15%
增持
GSIE
GOLDMAN SACHS ETF TR
+$2.9M
263,506
+34%
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
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
580,292
+12%
增持
PYLD
PIMCO ETF TR
+$2.2M
1,151,834
+10%
增持
MSFT
MICROSOFT CORP
-$2.2M
19,458
+0%
减持
TSLA
TESLA INC
-$1.9M
14,381
-11%
减持
BIL
SPDR SERIES TRUST
-$1.7M
13,611
-58%
增持
GPIX
GOLDMAN SACHS ETF TR
+$1.7M
102,071
+59%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.6M
568,795
+16%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.6M
1,034,744
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.5M
109,960
+14%
减持
JAAA
JANUS DETROIT STR TR
-$1.5M
459,482
-6%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
82,587
+9%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
245,878
+14%
增持
PWRD
TCW ETF TRUST
+$1.2M
31,077
+59%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
10,066
-66%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.0M
36,990
-49%
增持
SPTM
SPDR SERIES TRUST
+$961.6K
288,385
+9%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$764.8K
372,489
+5%
增持
SPYG
SPDR SERIES TRUST
+$736.9K
135,607
+15%
减持
CVX
CHEVRON CORPORATION
+$700.0K
12,906
-0%
增持
VO
VANGUARD INDEX FDS
+$660.0K
29,523
+10%
减持
BILZ
PIMCO ETF TR
-$593.0K
72,332
-8%
增持
VNLA
JANUS DETROIT STR TR
+$589.8K
55,103
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$519.0K
78,377
+13%
建仓
BSV
VANGUARD BD INDEX FDS
+$516.5K
6,587
减持
IAU
ISHARES GOLD TR
-$489.1K
26,950
-24%
减持
—
EXXON MOBIL CORP
-$434.0K
6,905
-48%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$411.0K
356,156
+8%
减持
UBFO
UNITED SEC BANCSHARES CALIF
+$378.6K
1,203,437
-1%
减持
SLV
ISHARES SILVER TR
-$348.5K
20,431
-24%
建仓
VPLS
VANGUARD MALVERN FDS
+$301.0K
3,879
增持
AAPL
APPLE INC
-$293.7K
24,348
+2%
增持
FLXR
TCW ETF TRUST
+$282.9K
21,613
+51%
清仓
DIS
DISNEY WALT CO
-$245.1K
0
-100%
建仓
EIX
EDISON INTL
+$233.5K
3,191
建仓
GEV
GE VERNOVA INC
+$227.1K
260
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$225.8K
5,966
增持
BAC
BANK AMERICA CORP
-$219.7K
35,800
+0%
建仓
MBB
ISHARES TR
+$218.1K
2,297
减持
GLD
SPDR GOLD TR
-$211.5K
1,544
-30%
增持
WMT
WALMART INC
+$210.0K
14,967
+1%
减持
JSI
JANUS DETROIT STR TR
-$187.8K
16,314
-17%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$186.5K
45,059
+17%
增持
CAT
CATERPILLAR INC
+$180.6K
1,275
+1%
增持
WFC
WELLS FARGO & CO
-$180.6K
13,391
+0%
减持
VUG
VANGUARD INDEX FDS
-$179.0K
2,435
-4%
增持
AVDE
AMERICAN CENTY ETF TR
+$165.3K
15,439
+11%
增持
HD
HOME DEPOT INC
+$161.7K
1,561
+53%
增持
JPM
JPMORGAN CHASE & CO
-$156.5K
5,714
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$156.3K
42,427
+12%
增持
NVDA
NVIDIA CORPORATION
-$151.5K
31,215
+4%
增持
KRP
KIMBELL RTY PARTNERS LP
+$146.3K
22,247
+49%
增持
VOO
VANGUARD INDEX FDS
-$146.2K
16,963
+3%
减持
IUSB
ISHARES TR
-$141.7K
4,564
-40%
减持
VYM
VANGUARD WHITEHALL FDS
+$137.1K
38,168
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$136.0K
17,118
-8%
减持
MINO
PIMCO ETF TR
-$132.9K
130,270
-2%
增持
T
AT&T INC
+$128.7K
30,169
+0%
增持
VTI
VANGUARD INDEX FDS
-$124.6K
12,293
+1%
增持
VCRM
VANGUARD MUN BD FDS
+$122.3K
8,506
+24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$122.3K
3,823
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$112.6K
921
-1%
减持
AVGO
BROADCOM INC
-$112.3K
1,518
-10%
增持
INTC
INTEL CORP
+$111.0K
14,075
+2%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$103.4K
20,519
+24%
增持
SPYV
SPDR SERIES TRUST
+$96.6K
29,625
+7%
增持
AMZN
AMAZON COM INC
-$95.9K
5,820
+3%
增持
JNJ
JOHNSON & JOHNSON
+$89.9K
2,332
+0%
增持
KMI
KINDER MORGAN INC DEL
+$85.0K
13,707
+1%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$80.9K
21,698
+15%
增持
META
META PLATFORMS INC
-$79.7K
1,079
+2%
减持
V
VISA INC
-$76.7K
754
-13%
减持
VB
VANGUARD INDEX FDS
-$64.1K
6,972
-5%
增持
MO
ALTRIA GROUP INC
+$64.1K
7,179
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$62.4K
232,042
+10%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$61.4K
2,674
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$59.8K
1,146
+1%
减持
VOT
VANGUARD INDEX FDS
-$53.7K
2,467
-0%
减持
PFE
PFIZER INC
+$47.8K
15,795
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$40.3K
2,835
+7%
增持
CSX
CSX CORP
+$40.1K
8,244
+0%
增持
GOOGL
ALPHABET INC
-$38.6K
1,892
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$37.8K
8,539
+0%
增持
ET
ENERGY TRANSFER L P
+$36.0K
11,609
+2%
减持
UPS
UNITED PARCEL SVCS INC
-$35.8K
7,702
-4%
增持
AMGN
AMGEN INC
+$34.4K
1,325
+0%
减持
ABBV
ABBVIE INC
-$33.2K
1,218
-7%
增持
PRU
PRUDENTIAL FINL INC
-$29.6K
2,066
+1%
增持
ARCC
ARES CAPITAL CORP
-$28.3K
19,188
+4%
增持
XNCMX
NUVEEN CALIF AMT FREE MUNI I
-$27.1K
53,059
+0%
减持
PEP
PEPSICO INC
+$26.7K
4,816
-4%
增持
SRE
SEMPRA
+$26.3K
2,815
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$25.9K
16,615
-6%
增持
NFLX
NETFLIX INC.
+$23.6K
3,561
+5%
增持
F
FORD MTR CO
-$22.4K
14,683
+0%
增持
QQQ
INVESCO QQQ TR
+$20.5K
2,776
+8%
减持
FTCA
PUTNAM ETF TRUST
-$19.4K
186,566
-1%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$17.0K
3,641
+1%
增持
VGUS
VANGUARD INSTL INDEX FD
+$16.5K
5,230
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$15.1K
8,128
-16%
增持
GOOG
ALPHABET INC
-$12.7K
1,906
+7%
增持
CMI
CUMMINS INC
+$12.7K
422
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$12.0K
4,914
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.1K
4,859
+1%
减持
VTES
VANGUARD WELLINGTON FD
-$8.7K
9,135
-1%
增持
ARKQ
ARK ETF TR
+$7.7K
2,399
+5%
增持
QTUM
ETF SER SOLUTIONS
-$7.0K
3,584
+0%
增持
PFLT
PENNANTPARK FLOATING RATE CA
-$6.7K
13,042
+8%
增持
NAC
NUVEEN CA DIVI ADV MUN
-$4.5K
36,378
+0%
增持
IVV
ISHARES TR
+$4.1K
366
+7%
增持
CSCO
CISCO SYS INC
+$4.1K
6,399
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$2.7K
1,187
+0%
增持
IAF
ABRDN AUSTRALIA EQUITY FD IN
-$904
11,417
+6%
增持
QUAL
ISHARES TR
-$259
1,263
+3%
增持
IVE
ISHARES TR
-$199
961
+0%
增持
IWF
ISHARES TR
-$3
585
+11%
减持
EFV
ISHARES TR
-$2
3,569
-4%
