Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- 最新申報
- 2026/7/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/4 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 124
- 較 2025 年第 1 季 +74
- 總值
- $3.94 億
- 較 2025 年第 1 季 +$3.18 億 (+417.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 625,552 | $4,726 萬 | 12.0% | +616,934+7,158.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 678,555 | $3,444 萬 | 8.7% | +477,003+236.7% | 加碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 823,280 | $2,185 萬 | 5.5% | +620,861+306.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 787,980 | $2,044 萬 | 5.2% | +694,761+745.3% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 248,644 | $1,862 萬 | 4.7% | +217,073+687.6% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 401,306 | $1,836 萬 | 4.7% | +358,077+828.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 297,180 | $1,410 萬 | 3.6% | +277,698+1,425.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 75,782 | $1,339 萬 | 3.4% | +55,374+271.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 111,746 | $1,065 萬 | 2.7% | +92,949+494.5% | 加碼 | – |
| UBFOUnited Security Bancshares | COM | 1,218,380 | $1,054 萬 | 2.7% | +1,218,380 | 新進 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 267,169 | $986.7 萬 | 2.5% | +81,638+44.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 19,153 | $952.7 萬 | 2.4% | +17,828+1,345.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,807 | $897.9 萬 | 2.3% | +11,163+240.4% | 加碼 | – |
| PIMCO ETF Tr72201R577 | ULTR SH GO AC FD | 84,737 | $857.5 萬 | 2.2% | +55,382+188.7% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 307,193 | $833.4 萬 | 2.1% | +255,736+497.0% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 359,069 | $807.9 萬 | 2.1% | +303,168+542.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,214 | $789.5 萬 | 2.0% | +22,666+408.5% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 182,411 | $741.5 萬 | 1.9% | +55,137+43.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 102,707 | $583.9 萬 | 1.5% | +71,472+228.8% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 63,152 | $579.3 萬 | 1.5% | +57,842+1,089.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 123,756 | $573.2 萬 | 1.5% | +100,314+427.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 61,122 | $556.8 萬 | 1.4% | +34,807+132.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 38,316 | $510.8 萬 | 1.3% | +34,453+891.9% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 73,779 | $503.2 萬 | 1.3% | +37,536+103.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,521 | $503.1 萬 | 1.3% | +19,316+371.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 30,983 | $489.5 萬 | 1.2% | +30,983 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 14,377 | $456.7 萬 | 1.2% | +14,377 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,936 | $362.8 萬 | 0.9% | +5,890+97.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 64,570 | $319.4 萬 | 0.8% | +55,391+603.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,178 | $264.9 萬 | 0.7% | +9,696+654.3% | 加碼 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 48,520 | $214.6 萬 | 0.5% | +28,369+140.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 31,931 | $199.1 萬 | 0.5% | +17,136+115.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,064 | $197.4 萬 | 0.5% | +2,236+122.3% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 34,730 | $188.9 萬 | 0.5% | +27,333+369.5% | 加碼 | – |
| BACBank of America Corp | Stock | 39,662 | $187.7 萬 | 0.5% | +39,662 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,114 | $186.5 萬 | 0.5% | +1,665+22.4% | 加碼 | – |
| CVXChevron Corp | Stock | 12,829 | $183.7 萬 | 0.5% | +12,829 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,879 | $170.4 萬 | 0.4% | +5,879 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 34,014 | $167.3 萬 | 0.4% | +12,260+56.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,648 | $163.6 萬 | 0.4% | +2,648 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 15,564 | $152.2 萬 | 0.4% | +15,564 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 28,386 | $148.6 萬 | 0.4% | −3,153−10.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,133 | $141.6 萬 | 0.4% | +2,828+27.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,502 | $138.0 萬 | 0.4% | +699+38.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,031 | $132.9 萬 | 0.3% | +1,080+55.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 16,548 | $132.6 萬 | 0.3% | +16,548 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 5,762 | $130.9 萬 | 0.3% | +5,762 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 5,181 | $113.7 萬 | 0.3% | +5,181 | 新進 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 25,464 | $100.6 萬 | 0.3% | +2,808+12.4% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 9,682 | $97.7 萬 | 0.2% | +9,682 | 新進 | – |
| TAT&T Inc. | Stock | 32,970 | $95.4 萬 | 0.2% | +32,970 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 954 | $94.4 萬 | 0.2% | +640+203.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 26,223 | $86.0 萬 | 0.2% | +26,223 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 13,527 | $71.2 萬 | 0.2% | +13,527 | 新進 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 15,378 | $71.1 萬 | 0.2% | +15,378 | 新進 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,467 | $70.2 萬 | 0.2% | +2,467 | 新進 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 9,091 | $67.3 萬 | 0.2% | +9,091 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 2,207 | $67.3 萬 | 0.2% | +1,062+92.8% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,205 | $66.2 萬 | 0.2% | +1,205 | 新進 | 歷史 |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 16,173 | $63.8 萬 | 0.2% | +5,248+48.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 4,785 | $63.2 萬 | 0.2% | +4,785 | 新進 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 52,479 | $61.8 萬 | 0.2% | +52,479 | 新進 | 歷史 |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 7,996 | $60.4 萬 | 0.2% | +1,471+22.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 801 | $59.1 萬 | 0.2% | +801 | 新進 | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 16,631 | $55.6 萬 | 0.1% | +935+6.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,916 | $55.4 萬 | 0.1% | −3,463−14.2% | 減碼 | – |
| CWBCCommunity West Bancshares | COM | 25,800 | $50.3 萬 | 0.1% | +13,560+110.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,257 | $48.8 萬 | 0.1% | +1,257 | 新進 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 17,007 | $47.0 萬 | 0.1% | +17,007 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 6,586 | $45.7 萬 | 0.1% | +6,586 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 330 | $44.2 萬 | 0.1% | +330 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 17,899 | $43.4 萬 | 0.1% | +17,899 | 新進 | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 38,828 | $43.4 萬 | 0.1% | +38,828 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,129 | $41.4 萬 | 0.1% | +1,129 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 1,015 | $41.0 萬 | 0.1% | +1,015 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,891 | $40.4 萬 | 0.1% | +6,891 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 13,418 | $39.4 萬 | 0.1% | +13,418 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,081 | $38.4 萬 | 0.1% | +1,081 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 5,095 | $37.5 萬 | 0.1% | +5,095 | 新進 | – |
| VZVerizon Communications Inc | Stock | 8,590 | $37.2 萬 | 0.1% | +8,590 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,319 | $36.8 萬 | 0.1% | +1,319 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,206 | $33.7 萬 | 0.1% | +2,206 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 3,582 | $33.6 萬 | 0.1% | +21+0.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,132 | $33.4 萬 | 0.1% | +1,132 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,852 | $32.9 萬 | 0.1% | +1,852 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,845 | $32.5 萬 | 0.1% | +1,845 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,164 | $32.1 萬 | 0.1% | +1,164 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 14,171 | $31.7 萬 | 0.1% | +14,171 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,179 | $31.5 萬 | 0.1% | +1,179 | 新進 | 歷史 |
| PFDFlaherty & Crumrine Preferred & Income Fund Inc | COM | 27,733 | $31.4 萬 | 0.1% | +27,733 | 新進 | 歷史 |
| ARCCAres Capital Corp | CEF | 12,830 | $28.2 萬 | 0.1% | +12,830 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,235 | $27.7 萬 | 0.1% | +2,235 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,700 | $27.3 萬 | 0.1% | +2,700 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 8,213 | $26.8 萬 | 0.1% | +8,213 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,920 | $24.3 萬 | 0.1% | +380+10.7% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 3,826 | $24.3 萬 | 0.1% | +215+6.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,914 | $24.1 萬 | 0.1% | +4,914 | 新進 | – |
| CEGConstellation Energy Corp | Stock | 735 | $23.7 萬 | 0.1% | +735 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,725 | $23.4 萬 | 0.1% | +1,725 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 4,800 | $22.8 萬 | 0.1% | +4,800 | 新進 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $15.8 萬 |