Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2023 年第 2 季到 2023 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 +$57.6 萬
- 加碼
- 40 檔
- 估計 +$560.4 萬
- 減碼
- 25 檔
- 估計 −$556.1 萬
- 清倉
- 2 檔
- 估計 −$87.9 萬
總值從 $2.36 億變成 $2.41 億（+$475.4 萬 (+2.0%)），持股從 93 檔變成 93 檔（0）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 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 | 1,991,5872,051,587 | −60,000−2.9% | $4,236 萬$3,145 萬 | −$127.6 萬 | 17.6%13.3% | +4.27 |
| iShares Tr464288257 | 加碼– | 417,111413,946 | +3,165+0.8% | $3,853 萬$3,971 萬 | +$29.2 萬 | 16.0%16.8% | −0.82 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 32,09232,036 | +56+0.2% | $1,377 萬$1,425 萬 | +$2.40 萬 | 5.7%6.0% | −0.32 |
| COINCoinbase Global, Inc. | 加碼歷史 | 149,875149,816 | +590.0% | $1,125 萬$1,072 萬 | +$4,429.72 | 4.7%4.5% | +0.13 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 92,63090,205 | +2,425+2.7% | $863.1 萬$874.8 萬 | +$22.6 萬 | 3.6%3.7% | −0.12 |
| iShares Tr464287234 | 減碼– | 183,102192,982 | −9,880−5.1% | $694.9 萬$763.4 萬 | −$37.5 萬 | 2.9%3.2% | −0.35 |
| Invesco Exchange Traded FD T46137V597 | 加碼依 5 比 1 拆股換算– | 203,118200,765 | +2,353+1.2% | $670.1 萬$689.9 萬 | +$7.76 萬 | 2.8%2.9% | −0.14 |
| IAUiShares Gold Trust | 減碼歷史 | 172,466173,023 | −557−0.3% | $603.5 萬$629.6 萬 | −$1.95 萬 | 2.5%2.7% | −0.16 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 151,841161,641 | −9,800−6.1% | $595.4 萬$657.6 萬 | −$38.4 萬 | 2.5%2.8% | −0.31 |
| J P Morgan Exchange Traded F46641Q654 | 減碼– | 115,639143,787 | −28,148−19.6% | $583.4 萬$728.3 萬 | −$142.0 萬 | 2.4%3.1% | −0.66 |
| GTLBGitlab Inc. | 不變歷史 | 128,532128,532 | 00.0% | $581.2 萬$656.9 萬 | $0 | 2.4%2.8% | −0.37 |
| METAMeta Platforms, Inc. | 加碼歷史 | 18,62811,760 | +6,868+58.4% | $559.2 萬$337.5 萬 | +$206.2 萬 | 2.3%1.4% | +0.89 |
| GLDSPDR Gold Trust | 減碼歷史 | 30,11632,266 | −2,150−6.7% | $516.3 萬$575.2 萬 | −$36.9 萬 | 2.1%2.4% | −0.29 |
| iShares Russell Midcap ETF464287499 | 減碼– | 68,31971,753 | −3,434−4.8% | $475.3 萬$524.0 萬 | −$23.9 萬 | 2.0%2.2% | −0.25 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 11,4029,437 | +1,965+20.8% | $449.5 萬$385.8 萬 | +$77.5 萬 | 1.9%1.6% | +0.23 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 16,76516,590 | +175+1.1% | $446.8 萬$456.5 萬 | +$4.66 萬 | 1.9%1.9% | −0.08 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 8,9738,382 | +591+7.1% | $322.0 萬$310.0 萬 | +$21.2 萬 | 1.3%1.3% | +0.02 |
| AAPLApple Inc. | 減碼歷史 | 17,57918,865 | −1,286−6.8% | $301.0 萬$365.9 萬 | −$22.0 萬 | 1.2%1.5% | −0.30 |
| MSFTMicrosoft Corp | 加碼歷史 | 7,6567,612 | +44+0.6% | $241.7 萬$259.2 萬 | +$1.39 萬 | 1.0%1.1% | −0.09 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 減碼– | 24,03626,591 | −2,555−9.6% | $240.7 萬$265.3 萬 | −$25.6 萬 | 1.0%1.1% | −0.12 |
| ORCLOracle Corp | 加碼歷史 | 22,34322,319 | +24+0.1% | $236.7 萬$265.8 萬 | +$2,542.08 | 1.0%1.1% | −0.14 |
| GOOGLAlphabet Inc. | 加碼歷史 | 16,28716,130 | +157+1.0% | $213.1 萬$193.1 萬 | +$2.05 萬 | 0.9%0.8% | +0.07 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 5,6755,641 | +34+0.6% | $198.8 萬$192.4 萬 | +$1.19 萬 | 0.8%0.8% | +0.01 |
| Invesco Exchange Traded FD T46137V613 | 加碼依 5 比 1 拆股換算– | 60,62459,330 | +1,294+2.2% | $192.9 萬$194.2 萬 | +$4.12 萬 | 0.8%0.8% | −0.02 |
| DISWalt Disney Co | 加碼歷史 | 21,76918,205 | +3,564+19.6% | $176.4 萬$162.5 萬 | +$28.9 萬 | 0.7%0.7% | +0.04 |
| ULUnilever PLC | 加碼歷史 | 34,04529,082 | +4,963+17.1% | $168.2 萬$151.6 萬 | +$24.5 萬 | 0.7%0.6% | +0.06 |
| RTXRTX Corp | 加碼歷史 | 22,94419,036 | +3,908+20.5% | $165.1 萬$186.5 萬 | +$28.1 萬 | 0.7%0.8% | −0.10 |
| DNAGinkgo Bioworks Holdings, Inc. | 不變歷史 | 833,802833,802 | 00.0% | $150.9 萬$155.1 萬 | $0 | 0.6%0.7% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 4,7674,832 | −65−1.3% | $144.0 萬$150.1 萬 | −$1.96 萬 | 0.6%0.6% | −0.04 |
| NVONovo Nordisk A S | 減碼依 2 比 1 拆股換算歷史 | 15,32815,624 | −296−1.9% | $139.4 萬$126.4 萬 | −$2.69 萬 | 0.6%0.5% | +0.04 |
| ADBEAdobe Inc. | 減碼歷史 | 2,7122,819 | −107−3.8% | $138.3 萬$137.8 萬 | −$5.46 萬 | 0.6%0.6% | −0.01 |
| MDTMedtronic plc | 加碼歷史 | 17,26214,060 | +3,202+22.8% | $136.5 萬$124.8 萬 | +$25.3 萬 | 0.6%0.5% | +0.04 |
| DOCUDocuSign, Inc. | 不變歷史 | 29,38229,382 | 00.0% | $123.4 萬$150.1 萬 | $0 | 0.5%0.6% | −0.12 |
| NKENIKE, Inc. | 加碼歷史 | 12,60410,959 | +1,645+15.0% | $120.9 萬$121.3 萬 | +$15.8 萬 | 0.5%0.5% | −0.01 |
| ACNAccenture plc | 加碼歷史 | 3,8883,847 | +41+1.1% | $119.4 萬$118.7 萬 | +$1.26 萬 | 0.5%0.5% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 16,84818,900 | −2,052−10.9% | $116.1 萬$137.0 萬 | −$14.1 萬 | 0.5%0.6% | −0.10 |
| VVisa Inc. | 加碼歷史 | 4,8274,769 | +58+1.2% | $111.0 萬$113.3 萬 | +$1.33 萬 | 0.5%0.5% | −0.02 |
| PANWPalo Alto Networks Inc | 不變歷史 | 4,7064,706 | 00.0% | $110.3 萬$120.2 萬 | $0 | 0.5%0.5% | −0.05 |
| GDGeneral Dynamics Corp | 加碼歷史 | 4,9754,914 | +61+1.2% | $109.9 萬$105.7 萬 | +$1.35 萬 | 0.5%0.4% | +0.01 |
| JNJJohnson & Johnson | 加碼歷史 | 6,9686,634 | +334+5.0% | $108.5 萬$109.8 萬 | +$5.20 萬 | 0.5%0.5% | −0.01 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 不變– | 18,20018,200 | 00.0% | $107.9 萬$111.0 萬 | $0 | 0.4%0.5% | −0.02 |
| Invesco Exch Traded FD Tr II46138E743 | 加碼– | 24,68322,884 | +1,799+7.9% | $107.4 萬$102.9 萬 | +$7.83 萬 | 0.4%0.4% | +0.01 |
| NVDANVIDIA Corp | 不變歷史 | 2,1622,162 | 00.0% | $94.0 萬$91.5 萬 | $0 | 0.4%0.4% | 0.00 |
| WMTWalmart Inc. | 減碼歷史 | 5,7546,036 | −282−4.7% | $92.0 萬$94.9 萬 | −$4.51 萬 | 0.4%0.4% | −0.02 |
| CHRWC. H. Robinson Worldwide, Inc. | 減碼歷史 | 10,38311,099 | −716−6.5% | $90.1 萬$105.4 萬 | −$6.21 萬 | 0.4%0.4% | −0.07 |
| SBUXStarbucks Corp | 加碼歷史 | 9,4329,390 | +42+0.4% | $86.1 萬$93.0 萬 | +$3,833.34 | 0.4%0.4% | −0.04 |
| INTUIntuit Inc. | 不變歷史 | 1,6361,636 | 00.0% | $83.6 萬$75.0 萬 | $0 | 0.3%0.3% | +0.03 |
| BIIBBiogen Inc. | 減碼歷史 | 3,2203,248 | −28−0.9% | $82.8 萬$92.5 萬 | −$7,196.28 | 0.3%0.4% | −0.05 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 15,35117,626 | −2,275−12.9% | $82.5 萬$91.2 萬 | −$12.2 萬 | 0.3%0.4% | −0.04 |
| GOOGAlphabet Inc. | 不變歷史 | 5,2605,260 | 00.0% | $69.4 萬$63.6 萬 | $0 | 0.3%0.3% | +0.02 |
| PLTRPalantir Technologies Inc. | 不變歷史 | 43,22143,221 | 00.0% | $69.2 萬$66.3 萬 | $0 | 0.3%0.3% | +0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 15,57316,768 | −1,195−7.1% | $68.1 萬$77.4 萬 | −$5.22 萬 | 0.3%0.3% | −0.05 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 13,59412,936 | +658+5.1% | $65.0 萬$63.2 萬 | +$3.15 萬 | 0.3%0.3% | 0.00 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 9,3039,261 | +42+0.5% | $64.2 萬$74.5 萬 | +$2,897.26 | 0.3%0.3% | −0.05 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 4,8404,779 | +61+1.3% | $63.4 萬$66.1 萬 | +$7,989.21 | 0.3%0.3% | −0.02 |
| MMM3M Co | 加碼歷史 | 6,7553,872 | +2,883+74.5% | $63.2 萬$38.8 萬 | +$27.0 萬 | 0.3%0.2% | +0.10 |
| PGProcter & Gamble Co | 減碼歷史 | 4,1534,187 | −34−0.8% | $60.6 萬$63.5 萬 | −$4,959.24 | 0.3%0.3% | −0.02 |
| BDXBecton Dickinson & Co | 減碼歷史 | 1,9903,104 | −1,114−35.9% | $51.4 萬$81.9 萬 | −$28.8 萬 | 0.2%0.3% | −0.13 |
| PEPPepsiCo Inc | 減碼歷史 | 3,0113,055 | −44−1.4% | $51.0 萬$56.6 萬 | −$7,455.36 | 0.2%0.2% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,3312,326 | +5+0.2% | $49.5 萬$51.2 萬 | +$1,062.05 | 0.2%0.2% | −0.01 |
| AMZNAmazon Com Inc | 不變歷史 | 3,5513,551 | 00.0% | $45.1 萬$46.3 萬 | $0 | 0.2%0.2% | −0.01 |
| Schwab International Equity ETF808524805 | 不變– | 11,96011,960 | 00.0% | $40.6 萬$42.6 萬 | $0 | 0.2%0.2% | −0.01 |
| iShares Core S&P U.S. Growth ETF464287671 | 加碼– | 4,2344,080 | +154+3.8% | $40.3 萬$39.8 萬 | +$1.47 萬 | 0.2%0.2% | 0.00 |
| WDAYWorkday, Inc. | 不變歷史 | 1,8521,852 | 00.0% | $39.8 萬$41.8 萬 | $0 | 0.2%0.2% | −0.01 |
| Vanguard Dividend Appreciation ETF921908844 | 新進– | 2,3400 | +2,340 | $36.5 萬$0 | +$36.5 萬 | 0.2%0.0% | +0.15 |
| Vanguard Morningstar Large-Cap ETF922908637 | 不變– | 1,8151,815 | 00.0% | $35.5 萬$36.8 萬 | $0 | 0.1%0.2% | −0.01 |
| COSTCostco Wholesale Corp | 不變歷史 | 574574 | 00.0% | $32.4 萬$30.9 萬 | $0 | 0.1%0.1% | 0.00 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | 加碼– | 10,51410,508 | +6+0.1% | $31.1 萬$32.4 萬 | +$177.23 | 0.1%0.1% | −0.01 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 6,2246,218 | +6+0.1% | $31.0 萬$32.1 萬 | +$299.09 | 0.1%0.1% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 601601 | 00.0% | $30.4 萬$31.4 萬 | $0 | 0.1%0.1% | −0.01 |
| JPMJPMorgan Chase & Co | 不變歷史 | 2,0402,040 | 00.0% | $29.6 萬$29.7 萬 | $0 | 0.1%0.1% | 0.00 |
| WisdomTree Tr97717W315 | 加碼– | 7,8397,768 | +71+0.9% | $29.4 萬$29.7 萬 | +$2,661.11 | 0.1%0.1% | 0.00 |
| iShares Tr464288356 | 加碼– | 4,9804,978 | +20.0% | $27.3 萬$28.4 萬 | +$109.68 | 0.1%0.1% | −0.01 |
| WEAVWeave Communications, Inc. | 不變歷史 | 31,37231,372 | 00.0% | $25.6 萬$34.9 萬 | $0 | 0.1%0.1% | −0.04 |
| iShares Tr464287457 | 加碼– | 3,0452,953 | +92+3.1% | $24.7 萬$23.9 萬 | +$7,449.25 | 0.1%0.1% | 0.00 |
| iShares Tr464287630 | 不變– | 1,7901,790 | 00.0% | $24.4 萬$25.2 萬 | $0 | 0.1%0.1% | −0.01 |
| KOCoca Cola Co | 減碼歷史 | 4,2444,577 | −333−7.3% | $24.0 萬$27.8 萬 | −$1.88 萬 | 0.1%0.1% | −0.02 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 不變– | 1,1151,115 | 00.0% | $23.2 萬$24.5 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Tr464288414 | 加碼– | 2,2252,073 | +152+7.3% | $22.8 萬$22.1 萬 | +$1.56 萬 | 0.1%0.1% | 0.00 |
| BACBank of America Corp | 不變歷史 | 8,3008,300 | 00.0% | $22.7 萬$23.8 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 減碼– | 2,3873,875 | −1,488−38.4% | $22.4 萬$38.0 萬 | −$14.0 萬 | 0.1%0.2% | −0.07 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 1,3681,164 | +204+17.5% | $22.4 萬$20.2 萬 | +$3.34 萬 | 0.1%0.1% | +0.01 |
| Schwab U.S. Mid-Cap ETF808524508 | 減碼– | 3,2933,321 | −28−0.8% | $22.3 萬$23.6 萬 | −$1,895.33 | 0.1%0.1% | −0.01 |
| Invesco Exch Traded FD Tr II46138E784 | 加碼– | 12,18411,885 | +299+2.5% | $22.3 萬$23.2 萬 | +$5,462.57 | 0.1%0.1% | −0.01 |
| ABNBAirbnb, Inc. | 不變歷史 | 1,6101,610 | 00.0% | $22.1 萬$20.6 萬 | $0 | 0.1%0.1% | 0.00 |
| DHRDanaher Corp | 不變歷史 | 874874 | 00.0% | $21.7 萬$21.0 萬 | $0 | 0.1%0.1% | 0.00 |
| CRMSalesforce, Inc. | 不變歷史 | 1,0561,056 | 00.0% | $21.4 萬$22.3 萬 | $0 | 0.1%0.1% | −0.01 |
| Vanguard Information Technology ETF92204A702 | 不變– | 513513 | 00.0% | $21.3 萬$22.7 萬 | $0 | 0.1%0.1% | −0.01 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 新進– | 2,7750 | +2,775 | $21.1 萬$0 | +$21.1 萬 | 0.1%0.0% | +0.09 |
| PECOPhillips Edison & Company, Inc. | 不變歷史 | 6,2316,231 | 00.0% | $21.0 萬$21.3 萬 | $0 | 0.1%0.1% | 0.00 |
| GSGoldman Sachs Group Inc | 不變歷史 | 644644 | 00.0% | $20.8 萬$20.8 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 2,7412,723 | +18+0.7% | $20.6 萬$20.6 萬 | +$1,353.08 | 0.1%0.1% | 0.00 |
| TLRYTilray Brands, Inc. | 減碼歷史 | 10,00014,000 | −4,000−28.6% | $2.39 萬$2.18 萬 | −$9,560 | <0.1%<0.1% | 0.00 |
| CTSHCognizant Technology Solutions Corp | 清倉歷史 | 09,943 | −9,943−100.0% | $0$64.9 萬 | −$64.9 萬 | 0.0%0.3% | −0.27 |
| Invesco Exch Traded FD Tr II46138E727 | 清倉– | 012,361 | −12,361−100.0% | $0$23.0 萬 | −$23.0 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。