Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 93
- 較 2024 年第 3 季 +6
- 總值
- $2.86 億
- 較 2024 年第 3 季 +$1,453 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 387,722 | $4,556 萬 | 16.0% | +5,876+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 40,905 | $2,204 萬 | 7.7% | +7,111+21.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,822 | $2,106 萬 | 7.4% | +752+2.1% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 74,398 | $1,847 萬 | 6.5% | −50,000−40.2% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 104,539 | $1,228 萬 | 4.3% | +2,850+2.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 125,329 | $1,108 萬 | 3.9% | +16,216+14.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,368 | $1,092 萬 | 3.8% | +2,951+16.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 197,524 | $977.9 萬 | 3.4% | +800+0.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 191,374 | $796.3 萬 | 2.8% | −3,068−1.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 174,624 | $769.0 萬 | 2.7% | +13,517+8.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 30,985 | $750.2 萬 | 2.6% | +140+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,715 | $744.5 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 126,290 | $730.7 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,693 | $710.5 萬 | 2.5% | +570+3.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 138,219 | $661.0 萬 | 2.3% | +129,127+1,420.2% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 144,660 | $605.0 萬 | 2.1% | +8,072+5.9% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $424.5 萬 | 1.5% | +4,750+32.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 69,093 | $351.2 萬 | 1.2% | +75+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,388 | $335.3 萬 | 1.2% | +689+5.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,620 | $290.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,159 | $287.0 萬 | 1.0% | +104+0.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,745 | $279.0 萬 | 1.0% | −1,446−7.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 65,640 | $264.8 萬 | 0.9% | +1,902+3.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,232 | $262.7 萬 | 0.9% | +455+7.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 33,221 | $251.3 萬 | 0.9% | −10,000−23.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,800 | $232.7 萬 | 0.8% | −1,278−5.8% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $228.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 19,403 | $224.5 萬 | 0.8% | −845−4.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,787 | $217.0 萬 | 0.8% | −31−0.6% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $206.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 34,740 | $197.0 萬 | 0.7% | +198+0.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,592 | $162.9 萬 | 0.6% | +1,131+77.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,858 | $161.2 萬 | 0.6% | −100−1.1% | 減碼依 2 比 1 拆股換算 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $160.0 萬 | 0.6% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 17,547 | $141.4 萬 | 0.5% | −548−3.0% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 13,292 | $133.9 萬 | 0.5% | −1,523−10.3% | 減碼 | – |
| VVisa Inc. | Stock | 3,718 | $117.5 萬 | 0.4% | +159+4.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,011 | $115.9 萬 | 0.4% | +359+4.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 24,099 | $115.4 萬 | 0.4% | +345+1.5% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 12,558 | $108.0 萬 | 0.4% | +150+1.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,061 | $107.0 萬 | 0.4% | −23−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,947 | $96.2 萬 | 0.3% | +218+3.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 9,762 | $88.4 萬 | 0.3% | −81−0.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,482 | $87.3 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 17,392 | $85.3 萬 | 0.3% | +174+1.0% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 14,638 | $83.8 萬 | 0.3% | +898+6.5% | 加碼 | – |
| NKENIKE, Inc. | Stock | 10,806 | $82.1 萬 | 0.3% | −597−5.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,422 | $76.9 萬 | 0.3% | −225−2.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,904 | $74.1 萬 | 0.3% | −570−23.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,003 | $69.5 萬 | 0.2% | +1,003 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,247 | $66.7 萬 | 0.2% | −136−2.5% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,277 | $65.2 萬 | 0.2% | −118−1.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,396 | $62.1 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,085 | $56.9 萬 | 0.2% | +20.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 3,490 | $53.5 萬 | 0.2% | +324+10.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 574 | $52.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $49.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,131 | $49.2 萬 | 0.2% | +59+1.0% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $49.0 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $48.9 萬 | 0.2% | +500+32.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,407 | $48.4 萬 | 0.2% | −37,488−85.4% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $47.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,291 | $47.5 萬 | 0.2% | +8,291 | 新進 | – |
| LLYEli Lilly & Co | Stock | 603 | $46.6 萬 | 0.2% | +603 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,351 | $46.0 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,624 | $44.0 萬 | 0.2% | +413+18.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 22,527 | $41.7 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 2,000 | $38.1 萬 | 0.1% | +800+66.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 644 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,695 | $33.0 萬 | 0.1% | +240+6.9% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,453 | $33.0 萬 | 0.1% | −78−5.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 7,300 | $32.1 萬 | 0.1% | +1,900+35.2% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 15,030 | $29.8 萬 | 0.1% | +937+6.6% | 加碼 | – |
| IMNMImmunome Inc. | COM | 27,615 | $29.3 萬 | 0.1% | +27,615 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,238 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,280 | $28.1 萬 | 0.1% | +1,280 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $27.3 萬 | 0.1% | +525 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,147 | $26.9 萬 | 0.1% | +489+10.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,651 | $26.8 萬 | 0.1% | +157+1.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,378 | $25.8 萬 | 0.1% | −112−1.0% | 減碼依 3 比 1 拆股換算 | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,742 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,827 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,027 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,325 | $22.9 萬 | 0.1% | +4,325 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,364 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,863 | $22.1 萬 | 0.1% | +34+1.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 3,539 | $22.0 萬 | 0.1% | −89−2.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,919 | $21.6 萬 | 0.1% | +2,919 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 611 | $20.5 萬 | 0.1% | +611 | 新進 | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $14.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $12.0 萬 | <0.1% | +22,371 | 新進 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 11,319 | $60.2 萬 | 0.2% | 歷史 |
| BIIBBiogen Inc. | COM | 2,444 | $47.4 萬 | 0.2% | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,083 | $26.1 萬 | 0.1% | – |
| TLRYTilray Brands, Inc. | COM CL 2 | 10,000 | $1.76 萬 | <0.1% | 歷史 |