Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 91
- 較 2024 年第 1 季 −1
- 總值
- $2.52 億
- 較 2024 年第 1 季 −$142.8 萬 (−0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 378,982 | $4,260 萬 | 16.9% | −10,273−2.6% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 124,398 | $2,764 萬 | 11.0% | +520.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,567 | $1,887 萬 | 7.5% | −264−0.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 26,053 | $1,308 萬 | 5.2% | +6,793+35.3% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 98,029 | $1,104 萬 | 4.4% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 194,374 | $853.9 萬 | 3.4% | +11,495+6.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 197,085 | $751.7 萬 | 3.0% | +383+0.2% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 90,736 | $735.7 萬 | 2.9% | +13,860+18.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,270 | $732.8 萬 | 2.9% | +2,372+18.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 150,694 | $659.4 萬 | 2.6% | −15,359−9.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 30,225 | $649.9 萬 | 2.6% | −190−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,715 | $641.1 萬 | 2.5% | −2,695−17.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,123 | $624.2 萬 | 2.5% | +13+0.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 136,018 | $579.3 萬 | 2.3% | −6,856−4.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 99,117 | $503.0 萬 | 2.0% | −9,415−8.7% | 減碼 | – |
| RBLXRoblox Corp | Stock | 126,290 | $469.9 萬 | 1.9% | +40,000+46.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,050 | $274.9 萬 | 1.1% | −3,208−19.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,083 | $274.7 萬 | 1.1% | −3,608−19.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,620 | $267.1 萬 | 1.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| ORCLOracle Corp | Stock | 18,436 | $260.3 萬 | 1.0% | −79−0.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 32,620 | $255.5 萬 | 1.0% | +8,977+38.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,379 | $240.4 萬 | 1.0% | −1,091−16.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 58,165 | $220.7 萬 | 0.9% | −509−0.9% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,282 | $214.2 萬 | 0.8% | −2,681−11.2% | 減碼 | – |
| RTXRTX Corp | Stock | 21,157 | $212.4 萬 | 0.8% | −1,875−8.1% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 36,294 | $199.6 萬 | 0.8% | −1,351−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,778 | $194.4 萬 | 0.8% | −173−3.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 9,137 | $185.4 萬 | 0.7% | +5,345+141.0% | 加碼 | – |
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $181.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,694 | $181.2 萬 | 0.7% | −326−2.5% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $176.9 萬 | 0.7% | −50,000−47.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 17,612 | $174.9 萬 | 0.7% | −659−3.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,479 | $151.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $145.8 萬 | 0.6% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 16,847 | $133.8 萬 | 0.5% | −760−4.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,172 | $121.0 萬 | 0.5% | −163−3.8% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,721 | $115.5 萬 | 0.5% | −158−0.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $109.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,329 | $107.1 萬 | 0.4% | +1,776+32.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,910 | $100.2 萬 | 0.4% | −96−3.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,211 | $96.2 萬 | 0.4% | −276−1.9% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,461 | $96.0 萬 | 0.4% | −175−10.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,643 | $95.6 萬 | 0.4% | −576−13.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,006 | $83.3 萬 | 0.3% | +79+0.7% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,635 | $81.0 萬 | 0.3% | −206−1.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,177 | $78.3 萬 | 0.3% | −40−0.8% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,382 | $76.8 萬 | 0.3% | −49−3.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,476 | $75.1 萬 | 0.3% | +536+27.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,950 | $65.1 萬 | 0.3% | −417−9.5% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 11,425 | $65.0 萬 | 0.3% | −238−2.0% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 8,308 | $64.7 萬 | 0.3% | −31−0.4% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,031 | $63.4 萬 | 0.3% | −431−7.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 5,988 | $61.2 萬 | 0.2% | −186−3.0% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,361 | $56.4 萬 | 0.2% | −301−4.5% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,426 | $56.2 萬 | 0.2% | −103−4.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,520 | $54.7 萬 | 0.2% | −1,602−12.2% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,081 | $52.0 萬 | 0.2% | +10.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,095 | $51.0 萬 | 0.2% | −501−13.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 574 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,958 | $47.6 萬 | 0.2% | +16+0.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $45.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,079 | $44.9 萬 | 0.2% | −4,597−33.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 11,249 | $43.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,339 | $42.9 萬 | 0.2% | −10.0% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $41.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,531 | $35.8 萬 | 0.1% | −49−3.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,540 | $31.1 萬 | 0.1% | −500−24.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 644 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 8,777 | $28.4 萬 | 0.1% | −1,762−16.7% | 減碼 | – |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,238 | $28.0 萬 | 0.1% | −416−25.2% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $27.7 萬 | 0.1% | +30+1.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,056 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,115 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,742 | $26.0 萬 | 0.1% | +3,742 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 12,838 | $25.7 萬 | 0.1% | −158−1.2% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 9,336 | $25.5 萬 | 0.1% | +9,336 | 新進 | – |
| KOCoca Cola Co | Stock | 3,855 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 10,919 | $24.6 萬 | 0.1% | +127+1.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,511 | $24.1 萬 | 0.1% | +4,511 | 新進 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,821 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,560 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,200 | $22.0 萬 | 0.1% | −4,060−77.2% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,805 | $21.5 萬 | 0.1% | +23+0.8% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,919 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,400 | $21.5 萬 | 0.1% | −1,900−26.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 376 | $20.8 萬 | 0.1% | −225−37.4% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,341 | $20.1 萬 | 0.1% | +2,341 | 新進 | – |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $13.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,380 | $61.0 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,329 | $60.5 萬 | 0.2% | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,805 | $25.6 萬 | 0.1% | – |
| iShares Tr46434V696 | CORE MSCI PAC | 3,412 | $21.6 萬 | 0.1% | – |
| VAXXVaxxinity, Inc. | COM CL A | 14,178 | $1.02 萬 | <0.1% | 歷史 |