Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 87
- 較 2024 年第 2 季 −4
- 總值
- $2.71 億
- 較 2024 年第 2 季 +$1,875 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 381,846 | $4,565 萬 | 16.8% | +2,864+0.8% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 124,398 | $2,216 萬 | 8.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,070 | $2,018 萬 | 7.4% | +503+1.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 33,794 | $1,789 萬 | 6.6% | +7,741+29.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 101,689 | $1,217 萬 | 4.5% | +3,660+3.7% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 196,724 | $977.7 萬 | 3.6% | +2,350+1.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 109,113 | $961.7 萬 | 3.5% | +18,377+20.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,417 | $900.1 萬 | 3.3% | +3,147+20.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 194,442 | $807.9 萬 | 3.0% | −2,643−1.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 161,107 | $770.9 萬 | 2.8% | +10,413+6.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 30,845 | $749.7 萬 | 2.8% | +620+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,715 | $727.9 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,123 | $642.8 萬 | 2.4% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 136,588 | $626.4 萬 | 2.3% | +570+0.4% | 加碼 | – |
| RBLXRoblox Corp | Stock | 126,290 | $559.0 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 43,895 | $367.1 萬 | 1.4% | +11,275+34.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 69,018 | $351.6 萬 | 1.3% | −30,099−30.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 14,462 | $319.5 萬 | 1.2% | +5,325+58.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 18,191 | $310.0 萬 | 1.1% | −245−1.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,699 | $295.9 萬 | 1.1% | −351−2.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,620 | $262.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 63,738 | $259.0 萬 | 1.0% | +5,573+9.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,055 | $249.7 萬 | 0.9% | −28−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,777 | $248.6 萬 | 0.9% | +398+7.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,248 | $245.3 萬 | 0.9% | −909−4.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 34,542 | $224.4 萬 | 0.8% | −1,752−4.8% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $224.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,818 | $221.8 萬 | 0.8% | +40+0.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 22,078 | $212.4 萬 | 0.8% | +4,466+25.4% | 加碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $188.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 18,095 | $164.2 萬 | 0.6% | +1,248+7.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 43,221 | $160.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,479 | $153.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $151.0 萬 | 0.6% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 14,815 | $149.2 萬 | 0.6% | −6,467−30.4% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 12,408 | $147.7 萬 | 0.5% | −286−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,652 | $124.0 萬 | 0.5% | +323+4.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 23,754 | $123.8 萬 | 0.5% | +33+0.1% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 4,084 | $123.4 萬 | 0.5% | −88−2.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,403 | $101.2 萬 | 0.4% | +397+3.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,474 | $100.2 萬 | 0.4% | −436−15.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,559 | $97.9 萬 | 0.4% | −84−2.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,729 | $96.1 萬 | 0.4% | +552+10.7% | 加碼 | – |
| INTUIntuit Inc. | Stock | 1,461 | $90.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,484 | $87.8 萬 | 0.3% | +8+0.3% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 17,218 | $86.6 萬 | 0.3% | +583+3.5% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,647 | $84.3 萬 | 0.3% | +339+4.1% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 13,740 | $79.8 萬 | 0.3% | +2,315+20.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 9,843 | $79.5 萬 | 0.3% | −4,368−30.7% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,383 | $76.8 萬 | 0.3% | +352+7.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,387 | $71.8 萬 | 0.3% | +5+0.4% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,395 | $71.0 萬 | 0.3% | +34+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,319 | $60.2 萬 | 0.2% | −201−1.7% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,083 | $53.9 萬 | 0.2% | +20.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 3,166 | $53.8 萬 | 0.2% | −784−19.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 574 | $50.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,072 | $50.9 萬 | 0.2% | +114+1.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,092 | $48.0 萬 | 0.2% | +13+0.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $47.9 萬 | 0.2% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 2,444 | $47.4 萬 | 0.2% | +18+0.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,351 | $46.8 萬 | 0.2% | +12+0.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 11,253 | $46.3 萬 | 0.2% | +40.0% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,211 | $38.3 萬 | 0.1% | −884−28.6% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,531 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,540 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,455 | $32.3 萬 | 0.1% | +895+35.0% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 644 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 14,093 | $30.3 萬 | 0.1% | +1,255+9.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,238 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,827 | $27.2 萬 | 0.1% | +3,827 | 新進 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,494 | $27.0 萬 | 0.1% | +575+5.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,658 | $26.7 萬 | 0.1% | +147+3.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 3,628 | $26.3 萬 | 0.1% | −227−5.9% | 減碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,083 | $26.1 萬 | 0.1% | +747+8.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,830 | $25.5 萬 | 0.1% | +9+0.2% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,829 | $22.3 萬 | 0.1% | +24+0.9% | 加碼 | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,742 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 5,400 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,364 | $21.4 萬 | 0.1% | +23+1.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,027 | $20.6 萬 | 0.1% | +1,027 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 1,200 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $13.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 5,988 | $61.2 萬 | 0.2% | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 8,777 | $28.4 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,056 | $27.1 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,115 | $27.1 萬 | 0.1% | – |
| SCHWSchwab Charles Corp | Stock | 2,919 | $21.5 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 376 | $20.8 萬 | 0.1% | 歷史 |