Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/10 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 83
- 較 2022 年第 2 季 0
- 總值
- $1.96 億
- 較 2022 年第 2 季 −$768.1 萬 (−3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | COM CL A | 2,458,387 | $4,612 萬 | 23.5% | −30,000−1.2% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 352,425 | $2,743 萬 | 14.0% | −28,959−7.6% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 157,616 | $1,017 萬 | 5.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 260,261 | $907.8 萬 | 4.6% | +5,580+2.2% | 加碼 | – |
| GTLBGitlab Inc. | CLASS A COM | 128,532 | $658.3 萬 | 3.4% | −13,000−9.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,450 | $641.1 萬 | 3.3% | −925−2.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 89,206 | $554.4 萬 | 2.8% | +180+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,720 | $456.4 萬 | 2.3% | +372+3.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 30,243 | $440.7 萬 | 2.2% | −322−1.1% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,630 | $430.9 萬 | 2.2% | +28,600+109.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 119,087 | $375.5 萬 | 1.9% | +5,100+4.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 102,330 | $373.4 萬 | 1.9% | −15,452−13.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,805 | $290.5 萬 | 1.5% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,313 | $279.9 萬 | 1.4% | +70+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,902 | $275.0 萬 | 1.4% | −431−2.1% | 減碼 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 833,802 | $260.1 萬 | 1.3% | −76,500−8.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 35,087 | $214.3 萬 | 1.1% | −546−1.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,356 | $194.6 萬 | 1.0% | −143−1.7% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,215 | $190.7 萬 | 1.0% | −135−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 21,252 | $174.0 萬 | 0.9% | −309−1.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,915 | $161.8 萬 | 0.8% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,979 | $160.1 萬 | 0.8% | +10.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,997 | $160.1 萬 | 0.8% | −37−0.6% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 29,382 | $157.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,636 | $147.6 萬 | 0.8% | +275+2.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 29,060 | $146.2 萬 | 0.7% | −3,500−10.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,310 | $142.1 萬 | 0.7% | +110+2.6% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 6,557 | $139.1 萬 | 0.7% | −197−2.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,210 | $138.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 31,247 | $137.0 萬 | 0.7% | −493−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,850 | $133.8 萬 | 0.7% | +89+1.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,349 | $129.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,790 | $127.4 萬 | 0.6% | −232−1.8% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 12,196 | $118.1 萬 | 0.6% | −641−5.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,112 | $114.9 萬 | 0.6% | +505+3.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,624 | $114.8 萬 | 0.6% | −71−0.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 13,433 | $112.1 萬 | 0.6% | +21+0.2% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 4,031 | $107.6 萬 | 0.5% | −66−1.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 18,765 | $105.1 萬 | 0.5% | −1,400−6.9% | 減碼 | – |
| ACNAccenture plc | Stock | 3,989 | $102.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 10,554 | $96.6 萬 | 0.5% | +1,141+12.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,081 | $90.3 萬 | 0.5% | −94−1.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,699 | $86.9 萬 | 0.4% | −72−1.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,847 | $85.7 萬 | 0.4% | −65−1.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,106 | $83.6 萬 | 0.4% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,029 | $83.4 萬 | 0.4% | −5−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,511 | $78.0 萬 | 0.4% | −572−2.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,720 | $77.1 萬 | 0.4% | −54−1.1% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 12,724 | $73.1 萬 | 0.4% | −110−0.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,739 | $64.5 萬 | 0.3% | +506+2.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 17,774 | $62.4 萬 | 0.3% | +639+3.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,997 | $60.9 萬 | 0.3% | +146+3.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,260 | $50.6 萬 | 0.3% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,655 | $47.6 萬 | 0.2% | +54+2.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,721 | $47.0 萬 | 0.2% | −124−3.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,237 | $46.8 萬 | 0.2% | −92−2.1% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,365 | $44.8 萬 | 0.2% | +500+12.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,435 | $42.7 萬 | 0.2% | +90+2.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,660 | $41.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,428 | $39.6 萬 | 0.2% | −1,301−34.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 23,820 | $38.5 萬 | 0.2% | +1,097+4.8% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $35.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,946 | $33.4 萬 | 0.2% | +6+0.1% | 加碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 12,390 | $31.7 萬 | 0.2% | +546+4.6% | 加碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,822 | $31.2 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 650 | $30.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,000 | $30.1 萬 | 0.2% | −4,000−40.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,961 | $29.2 萬 | 0.1% | +223+2.6% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 550 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 12,499 | $26.6 萬 | 0.1% | +30.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,290 | $25.2 萬 | 0.1% | −172−3.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,370 | $24.9 萬 | 0.1% | +112+5.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 3,106 | $24.7 萬 | 0.1% | +3,106 | 新進 | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 16,276 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,335 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,808 | $23.3 萬 | 0.1% | +30+1.7% | 加碼 | – |
| KOCoca Cola Co | Stock | 3,907 | $22.1 萬 | 0.1% | −90−2.3% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,459 | $20.9 萬 | 0.1% | −646−15.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 10,941 | $18.5 萬 | 0.1% | +10,941 | 新進 | – |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 17,070 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（2 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,955 | $23.3 萬 | 0.1% | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,953 | $20.2 萬 | 0.1% | – |