Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 123
- 較 2025 年第 1 季 +39
- 總值
- $3.80 億
- 較 2025 年第 1 季 +$9,211 萬 (+32.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 68,698 | $349.8 萬 | 0.9% | −463−0.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 62,360 | $358.1 萬 | 0.9% | +38,219+158.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $414.6 萬 | 1.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 120,917 | $511.1 萬 | 1.3% | +55,226+84.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,531 | $573.6 萬 | 1.5% | +5,206+82.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,900 | $592.9 萬 | 1.6% | +16,692+136.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 37,581 | $593.8 萬 | 1.6% | +15,151+67.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 140,369 | $677.1 萬 | 1.8% | −5,356−3.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,386 | $738.2 萬 | 1.9% | −310−1.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,191 | $810.6 萬 | 2.1% | +3,960+2.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 192,722 | $953.2 萬 | 2.5% | +5,359+2.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 246,465 | $1,002 萬 | 2.6% | +53,998+28.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 38,157 | $1,163 萬 | 3.1% | +6,550+20.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 128,412 | $1,181 萬 | 3.1% | −149−0.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 196,444 | $1,225 萬 | 3.2% | −1,270−0.6% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 126,751 | $1,333 萬 | 3.5% | +461+0.4% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 104,619 | $1,345 萬 | 3.5% | +80+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,257 | $1,616 萬 | 4.3% | +7,648+35.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 40,481 | $2,306 萬 | 6.1% | −465−1.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,694 | $2,397 萬 | 6.3% | +2,816+7.8% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 74,236 | $2,602 萬 | 6.9% | +66+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 39,590 | $2,922 萬 | 7.7% | +1,769+4.7% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 403,429 | $5,188 萬 | 13.7% | +11,548+2.9% | 加碼 | – |