Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2022 年第 2 季到 2022 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 2 檔
- 估計 +$43.2 萬
- 加碼
- 26 檔
- 估計 +$319.3 萬
- 減碼
- 35 檔
- 估計 −$564.7 萬
- 清倉
- 2 檔
- 估計 −$43.5 萬
總值從 $2.04 億變成 $1.96 億（−$768.1 萬 (−3.8%)），持股從 83 檔變成 83 檔（0）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AFRMAffirm Holdings, Inc. | 減碼歷史 | 2,458,3872,488,387 | −30,000−1.2% | $4,612 萬$4,494 萬 | −$56.3 萬 | 23.5%22.0% | +1.46 |
| iShares Tr464288257 | 減碼– | 352,425381,384 | −28,959−7.6% | $2,743 萬$3,199 萬 | −$225.4 萬 | 14.0%15.7% | −1.71 |
| COINCoinbase Global, Inc. | 不變歷史 | 157,616157,616 | 00.0% | $1,017 萬$741.1 萬 | $0 | 5.2%3.6% | +1.54 |
| iShares Tr464287234 | 加碼– | 260,261254,681 | +5,580+2.2% | $907.8 萬$1,021 萬 | +$19.5 萬 | 4.6%5.0% | −0.38 |
| GTLBGitlab Inc. | 減碼歷史 | 128,532141,532 | −13,000−9.2% | $658.3 萬$752.1 萬 | −$66.6 萬 | 3.4%3.7% | −0.33 |
| GLDSPDR Gold Trust | 減碼歷史 | 41,45042,375 | −925−2.2% | $641.1 萬$713.8 萬 | −$14.3 萬 | 3.3%3.5% | −0.23 |
| iShares Russell Midcap ETF464287499 | 加碼– | 89,20689,026 | +180+0.2% | $554.4 萬$575.6 萬 | +$1.12 萬 | 2.8%2.8% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 12,72012,348 | +372+3.0% | $456.4 萬$467.8 萬 | +$13.3 萬 | 2.3%2.3% | +0.03 |
| Invesco Exchange Traded FD T46137V597 | 減碼– | 30,24330,565 | −322−1.1% | $440.7 萬$468.7 萬 | −$4.69 萬 | 2.2%2.3% | −0.05 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 54,63026,030 | +28,600+109.9% | $430.9 萬$222.1 萬 | +$225.6 萬 | 2.2%1.1% | +1.11 |
| IAUiShares Gold Trust | 加碼歷史 | 119,087113,987 | +5,100+4.5% | $375.5 萬$391.1 萬 | +$16.1 萬 | 1.9%1.9% | 0.00 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 102,330117,782 | −15,452−13.1% | $373.4 萬$490.6 萬 | −$56.4 萬 | 1.9%2.4% | −0.50 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 13,80513,805 | 00.0% | $290.5 萬$301.9 萬 | $0 | 1.5%1.5% | 0.00 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 28,31328,243 | +70+0.2% | $279.9 萬$279.9 萬 | +$6,920.14 | 1.4%1.4% | +0.05 |
| AAPLApple Inc. | 減碼歷史 | 19,90220,333 | −431−2.1% | $275.0 萬$278.0 萬 | −$5.96 萬 | 1.4%1.4% | +0.04 |
| DNAGinkgo Bioworks Holdings, Inc. | 減碼歷史 | 833,802910,302 | −76,500−8.4% | $260.1 萬$216.7 萬 | −$23.9 萬 | 1.3%1.1% | +0.26 |
| ORCLOracle Corp | 減碼歷史 | 35,08735,633 | −546−1.5% | $214.3 萬$249.0 萬 | −$3.33 萬 | 1.1%1.2% | −0.13 |
| MSFTMicrosoft Corp | 減碼歷史 | 8,3568,499 | −143−1.7% | $194.6 萬$218.3 萬 | −$3.33 萬 | 1.0%1.1% | −0.08 |
| DISWalt Disney Co | 減碼歷史 | 20,21520,350 | −135−0.7% | $190.7 萬$192.1 萬 | −$1.27 萬 | 1.0%0.9% | +0.03 |
| RTXRTX Corp | 減碼歷史 | 21,25221,561 | −309−1.4% | $174.0 萬$207.2 萬 | −$2.53 萬 | 0.9%1.0% | −0.13 |
| GOOGLAlphabet Inc. | 不變依 20 比 1 拆股換算歷史 | 16,91516,940 | 00.0% | $161.8 萬$184.6 萬 | $0 | 0.8%0.9% | −0.08 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 5,9795,978 | +10.0% | $160.1 萬$167.9 萬 | +$267.77 | 0.8%0.8% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 5,9976,034 | −37−0.6% | $160.1 萬$164.7 萬 | −$9,877.77 | 0.8%0.8% | +0.01 |
| DOCUDocuSign, Inc. | 不變歷史 | 29,38229,382 | 00.0% | $157.1 萬$168.6 萬 | $0 | 0.8%0.8% | −0.03 |
| Invesco Exchange Traded FD T46137V613 | 加碼– | 10,63610,361 | +275+2.7% | $147.6 萬$153.6 萬 | +$3.82 萬 | 0.8%0.8% | 0.00 |
| J P Morgan Exchange Traded F46641Q654 | 減碼– | 29,06032,560 | −3,500−10.7% | $146.2 萬$164.9 萬 | −$17.6 萬 | 0.7%0.8% | −0.06 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 4,3104,200 | +110+2.6% | $142.1 萬$146.3 萬 | +$3.63 萬 | 0.7%0.7% | +0.01 |
| GDGeneral Dynamics Corp | 減碼歷史 | 6,5576,754 | −197−2.9% | $139.1 萬$150.3 萬 | −$4.18 萬 | 0.7%0.7% | −0.03 |
| METAMeta Platforms, Inc. | 不變歷史 | 10,21010,210 | 00.0% | $138.5 萬$164.6 萬 | $0 | 0.7%0.8% | −0.10 |
| ULUnilever PLC | 減碼歷史 | 31,24731,740 | −493−1.6% | $137.0 萬$145.5 萬 | −$2.16 萬 | 0.7%0.7% | −0.02 |
| HDHome Depot, Inc. | 加碼歷史 | 4,8504,761 | +89+1.9% | $133.8 萬$130.6 萬 | +$2.46 萬 | 0.7%0.6% | +0.04 |
| INTUIntuit Inc. | 不變歷史 | 3,3493,349 | 00.0% | $129.7 萬$129.1 萬 | $0 | 0.7%0.6% | +0.03 |
| NVONovo Nordisk A S | 減碼歷史 | 12,79013,022 | −232−1.8% | $127.4 萬$145.1 萬 | −$2.31 萬 | 0.6%0.7% | −0.06 |
| CHRWC. H. Robinson Worldwide, Inc. | 減碼歷史 | 12,19612,837 | −641−5.0% | $118.1 萬$131.2 萬 | −$6.21 萬 | 0.6%0.6% | −0.04 |
| MDTMedtronic plc | 加碼歷史 | 14,11213,607 | +505+3.7% | $114.9 萬$123.0 萬 | +$4.11 萬 | 0.6%0.6% | −0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 13,62413,695 | −71−0.5% | $114.8 萬$104.6 萬 | −$5,982.68 | 0.6%0.5% | +0.07 |
| NKENIKE, Inc. | 加碼歷史 | 13,43313,412 | +21+0.2% | $112.1 萬$137.5 萬 | +$1,752.48 | 0.6%0.7% | −0.10 |
| BIIBBiogen Inc. | 減碼歷史 | 4,0314,097 | −66−1.6% | $107.6 萬$83.6 萬 | −$1.76 萬 | 0.5%0.4% | +0.14 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 18,76520,165 | −1,400−6.9% | $105.1 萬$126.0 萬 | −$7.84 萬 | 0.5%0.6% | −0.08 |
| ACNAccenture plc | 不變歷史 | 3,9893,989 | 00.0% | $102.6 萬$110.8 萬 | $0 | 0.5%0.5% | −0.02 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 10,5549,413 | +1,141+12.1% | $96.6 萬$112.9 萬 | +$10.4 萬 | 0.5%0.6% | −0.06 |
| VVisa Inc. | 減碼歷史 | 5,0815,175 | −94−1.8% | $90.3 萬$101.9 萬 | −$1.67 萬 | 0.5%0.5% | −0.04 |
| WMTWalmart Inc. | 減碼歷史 | 6,6996,771 | −72−1.1% | $86.9 萬$82.3 萬 | −$9,339.9 | 0.4%0.4% | +0.04 |
| BDXBecton Dickinson & Co | 減碼歷史 | 3,8473,912 | −65−1.7% | $85.7 萬$96.4 萬 | −$1.45 萬 | 0.4%0.5% | −0.04 |
| PANWPalo Alto Networks Inc | 不變依 3 比 1 拆股換算歷史 | 5,1065,106 | 00.0% | $83.6 萬$84.1 萬 | $0 | 0.4%0.4% | +0.01 |
| ADBEAdobe Inc. | 減碼歷史 | 3,0293,034 | −5−0.2% | $83.4 萬$111.1 萬 | −$1,376.69 | 0.4%0.5% | −0.12 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 19,51120,083 | −572−2.8% | $78.0 萬$85.6 萬 | −$2.29 萬 | 0.4%0.4% | −0.02 |
| JNJJohnson & Johnson | 減碼歷史 | 4,7204,774 | −54−1.1% | $77.1 萬$84.7 萬 | −$8,820.76 | 0.4%0.4% | −0.02 |
| CTSHCognizant Technology Solutions Corp | 減碼歷史 | 12,72412,834 | −110−0.9% | $73.1 萬$86.6 萬 | −$6,319.55 | 0.4%0.4% | −0.05 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 17,73917,233 | +506+2.9% | $64.5 萬$70.3 萬 | +$1.84 萬 | 0.3%0.3% | −0.02 |
| Invesco Exch Traded FD Tr II46138E743 | 加碼– | 17,77417,135 | +639+3.7% | $62.4 萬$68.2 萬 | +$2.24 萬 | 0.3%0.3% | −0.02 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 4,9974,851 | +146+3.0% | $60.9 萬$62.8 萬 | +$1.78 萬 | 0.3%0.3% | 0.00 |
| GOOGAlphabet Inc. | 不變依 20 比 1 拆股換算歷史 | 5,2605,260 | 00.0% | $50.6 萬$57.5 萬 | $0 | 0.3%0.3% | −0.02 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,6552,601 | +54+2.1% | $47.6 萬$49.1 萬 | +$9,681.36 | 0.2%0.2% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 3,7213,845 | −124−3.2% | $47.0 萬$55.3 萬 | −$1.57 萬 | 0.2%0.3% | −0.03 |
| MMM3M Co | 減碼歷史 | 4,2374,329 | −92−2.1% | $46.8 萬$56.0 萬 | −$1.02 萬 | 0.2%0.3% | −0.04 |
| iShares Tr464288414 | 加碼– | 4,3653,865 | +500+12.9% | $44.8 萬$41.1 萬 | +$5.13 萬 | 0.2%0.2% | +0.03 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 4,4354,345 | +90+2.1% | $42.7 萬$44.2 萬 | +$8,665.16 | 0.2%0.2% | 0.00 |
| AMZNAmazon Com Inc | 不變歷史 | 3,6603,660 | 00.0% | $41.4 萬$38.9 萬 | $0 | 0.2%0.2% | +0.02 |
| PEPPepsiCo Inc | 減碼歷史 | 2,4283,729 | −1,301−34.9% | $39.6 萬$62.1 萬 | −$21.2 萬 | 0.2%0.3% | −0.10 |
| Invesco Exch Traded FD Tr II46138E727 | 加碼– | 23,82022,723 | +1,097+4.8% | $38.5 萬$41.3 萬 | +$1.77 萬 | 0.2%0.2% | −0.01 |
| PLTRPalantir Technologies Inc. | 不變歷史 | 43,22143,221 | 00.0% | $35.1 萬$39.2 萬 | $0 | 0.2%0.2% | −0.01 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 7,9467,940 | +6+0.1% | $33.4 萬$35.1 萬 | +$252.2 | 0.2%0.2% | 0.00 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | 加碼– | 12,39011,844 | +546+4.6% | $31.7 萬$34.5 萬 | +$1.40 萬 | 0.2%0.2% | −0.01 |
| iShares Select U.S. REIT ETF464287564 | 不變– | 5,8225,822 | 00.0% | $31.2 萬$35.4 萬 | $0 | 0.2%0.2% | −0.01 |
| COSTCostco Wholesale Corp | 不變歷史 | 650650 | 00.0% | $30.7 萬$31.2 萬 | $0 | 0.2%0.2% | 0.00 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 減碼– | 6,00010,000 | −4,000−40.0% | $30.1 萬$50.1 萬 | −$20.1 萬 | 0.2%0.2% | −0.09 |
| Vanguard Morningstar Large-Cap ETF922908637 | 不變– | 1,8151,815 | 00.0% | $29.7 萬$31.3 萬 | $0 | 0.2%0.2% | 0.00 |
| WisdomTree Tr97717W315 | 加碼– | 8,9618,738 | +223+2.6% | $29.2 萬$32.4 萬 | +$7,266.6 | 0.1%0.2% | −0.01 |
| WDAYWorkday, Inc. | 不變歷史 | 1,8521,852 | 00.0% | $28.2 萬$25.9 萬 | $0 | 0.1%0.1% | +0.02 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 550550 | 00.0% | $27.9 萬$29.9 萬 | $0 | 0.1%0.1% | 0.00 |
| iShares Tr46434V647 | 加碼– | 12,49912,496 | +30.0% | $26.6 萬$30.2 萬 | +$63.85 | 0.1%0.1% | −0.01 |
| Vanguard Total International Bond ETF92203J407 | 減碼– | 5,2905,462 | −172−3.1% | $25.2 萬$27.1 萬 | −$8,193.57 | 0.1%0.1% | 0.00 |
| iShares Tips Bond ETF464287176 | 加碼– | 2,3702,258 | +112+5.0% | $24.9 萬$25.7 萬 | +$1.18 萬 | 0.1%0.1% | 0.00 |
| iShares Tr464287150 | 新進– | 3,1060 | +3,106 | $24.7 萬$0 | +$24.7 萬 | 0.1%0.0% | +0.13 |
| GSBDGoldman Sachs BDC, Inc. | 不變歷史 | 16,27616,276 | 00.0% | $24.3 萬$28.1 萬 | $0 | 0.1%0.1% | −0.01 |
| SCHWSchwab Charles Corp | 不變歷史 | 3,3353,335 | 00.0% | $24.0 萬$21.1 萬 | $0 | 0.1%0.1% | +0.02 |
| iShares Tr464287630 | 加碼– | 1,8081,778 | +30+1.7% | $23.3 萬$24.2 萬 | +$3,866.15 | 0.1%0.1% | 0.00 |
| KOCoca Cola Co | 減碼歷史 | 3,9073,997 | −90−2.3% | $22.1 萬$25.3 萬 | −$5,090.86 | 0.1%0.1% | −0.01 |
| Schwab U.S. Mid-Cap ETF808524508 | 減碼– | 3,4594,105 | −646−15.7% | $20.9 萬$25.8 萬 | −$3.90 萬 | 0.1%0.1% | −0.02 |
| Invesco Exch Traded FD Tr II46138E784 | 新進– | 10,9410 | +10,941 | $18.5 萬$0 | +$18.5 萬 | 0.1%0.0% | +0.09 |
| WEAVWeave Communications, Inc. | 不變歷史 | 31,37231,372 | 00.0% | $15.8 萬$9.50 萬 | $0 | 0.1%<0.1% | +0.03 |
| TLRYTilray Brands, Inc. | 不變歷史 | 17,07017,070 | 00.0% | $4.70 萬$5.30 萬 | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr464288661 | 清倉– | 01,955 | −1,955−100.0% | $0$23.3 萬 | −$23.3 萬 | 0.0%0.1% | −0.11 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | 清倉– | 01,953 | −1,953−100.0% | $0$20.2 萬 | −$20.2 萬 | 0.0%0.1% | −0.10 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。