Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 84
- 較 2024 年第 4 季 −9
- 總值
- $2.87 億
- 較 2024 年第 4 季 +$178.2 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 | 391,881 | $4,561 萬 | 15.9% | +4,159+1.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 37,821 | $2,180 萬 | 7.6% | +25,106+197.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 40,946 | $2,104 萬 | 7.3% | +41+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,878 | $2,013 萬 | 7.0% | +56+0.2% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 74,170 | $1,277 萬 | 4.4% | −228−0.3% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 104,539 | $1,212 萬 | 4.2% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 197,714 | $1,166 萬 | 4.1% | +190+0.1% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 128,561 | $1,094 萬 | 3.8% | +3,232+2.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,609 | $1,015 萬 | 3.5% | +241+1.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 31,607 | $910.7 萬 | 3.2% | +622+2.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 187,363 | $848.0 萬 | 3.0% | +12,739+7.3% | 加碼 | – |
| RBLXRoblox Corp | Stock | 126,290 | $736.1 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 192,467 | $728.7 萬 | 2.5% | +1,093+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 138,231 | $702.6 萬 | 2.4% | +120.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,696 | $639.0 萬 | 2.2% | +30.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 145,725 | $636.8 萬 | 2.2% | +1,065+0.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $383.3 萬 | 1.3% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 69,161 | $351.7 萬 | 1.2% | +68+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,208 | $271.2 萬 | 0.9% | −1,180−8.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 65,691 | $265.5 萬 | 0.9% | +51+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,799 | $255.6 萬 | 0.9% | +12+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 22,430 | $243.1 萬 | 0.8% | +810+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,325 | $237.4 萬 | 0.8% | +93+1.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,893 | $230.3 萬 | 0.8% | −266−1.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,805 | $221.0 萬 | 0.8% | −940−5.6% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $219.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 22,016 | $217.3 萬 | 0.8% | +1,216+5.8% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 35,462 | $211.2 萬 | 0.7% | +722+2.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 23,481 | $198.2 萬 | 0.7% | −9,740−29.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 18,543 | $167.9 萬 | 0.6% | +996+5.7% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 23,665 | $167.0 萬 | 0.6% | +11,107+88.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,582 | $158.5 萬 | 0.6% | −10−0.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,858 | $151.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 11,091 | $146.9 萬 | 0.5% | −8,312−42.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $146.3 萬 | 0.5% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 13,482 | $135.7 萬 | 0.5% | +190+1.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,926 | $131.4 萬 | 0.5% | −85−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,694 | $129.5 萬 | 0.5% | −24−0.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 24,141 | $125.5 萬 | 0.4% | +42+0.2% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 3,961 | $108.0 萬 | 0.4% | −100−2.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,961 | $95.7 萬 | 0.3% | +14+0.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 17,466 | $85.3 萬 | 0.3% | +74+0.4% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,628 | $84.6 萬 | 0.3% | +206+2.4% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 14,640 | $82.4 萬 | 0.3% | +20.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,197 | $79.3 萬 | 0.3% | +194+19.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,501 | $78.0 萬 | 0.3% | +19+0.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,976 | $76.5 萬 | 0.3% | +1,170+10.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,082 | $71.1 萬 | 0.2% | −1,680−17.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,877 | $68.8 萬 | 0.2% | −27−1.4% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,301 | $64.9 萬 | 0.2% | +24+0.4% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,794 | $61.7 萬 | 0.2% | +547+10.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,939 | $57.0 萬 | 0.2% | +588+25.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 574 | $54.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,403 | $53.8 萬 | 0.2% | +7+0.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,577 | $53.6 萬 | 0.2% | +87+2.5% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,086 | $51.9 萬 | 0.2% | +10.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,140 | $50.2 萬 | 0.2% | +9+0.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 606 | $50.1 萬 | 0.2% | +3+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,996 | $49.0 萬 | 0.2% | −411−6.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $46.7 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,705 | $46.1 萬 | 0.2% | +81+3.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 22,527 | $44.6 萬 | 0.2% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,000 | $42.1 萬 | 0.1% | +4,675+108.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 644 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,914 | $34.5 萬 | 0.1% | +1,087+28.4% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,695 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,000 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 15,377 | $31.0 萬 | 0.1% | +347+2.3% | 加碼 | – |
| BACBank of America Corp | Stock | 7,300 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,651 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMNMImmunome Inc. | COM | 37,615 | $25.3 萬 | 0.1% | +10,000+36.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,280 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,056 | $23.8 萬 | 0.1% | −322−2.8% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,347 | $22.6 萬 | 0.1% | −17−0.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,880 | $22.5 萬 | 0.1% | +17+0.6% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 2,718 | $21.3 萬 | 0.1% | −201−6.9% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,020 | $20.1 萬 | 0.1% | −7−0.7% | 減碼 | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $7.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GTLBGitlab Inc. | CLASS A COM | 36,572 | $206.1 萬 | 0.7% | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,291 | $47.5 萬 | 0.2% | – |
| BDXBecton Dickinson & Co | Stock | 1,453 | $33.0 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,238 | $28.8 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,147 | $26.9 萬 | 0.1% | – |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 3,742 | $24.8 萬 | 0.1% | – |
| KOCoca Cola Co | Stock | 3,539 | $22.0 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 611 | $20.5 萬 | 0.1% | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 30,970 | $14.7 萬 | 0.1% | 歷史 |