Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 87
- 較 2025 年第 2 季 −36
- 總值
- $3.88 億
- 較 2025 年第 2 季 +$842.9 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 412,183 | $5,698 萬 | 14.7% | +8,754+2.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 41,279 | $2,757 萬 | 7.1% | +2,585+6.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 37,093 | $2,724 萬 | 7.0% | −2,497−6.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 40,881 | $2,511 萬 | 6.5% | +400+1.0% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 74,170 | $2,503 萬 | 6.5% | −66−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,751 | $2,029 萬 | 5.2% | +4,494+15.4% | 加碼 | – |
| RBLXRoblox Corp | Stock | 126,290 | $1,749 萬 | 4.5% | −461−0.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,297 | $1,468 萬 | 3.8% | +3,140+8.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 198,674 | $1,446 萬 | 3.7% | +2,230+1.1% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 104,619 | $1,442 萬 | 3.7% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 130,562 | $1,261 萬 | 3.2% | +2,150+1.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 267,437 | $1,215 萬 | 3.1% | +20,972+8.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 195,733 | $1,060 萬 | 2.7% | +3,011+1.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,198 | $852.0 萬 | 2.2% | +70.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,386 | $814.4 萬 | 2.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 138,569 | $740.0 萬 | 1.9% | −1,800−1.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 146,290 | $661.4 萬 | 1.7% | +25,373+21.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 80,641 | $493.3 萬 | 1.3% | +18,281+29.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,025 | $484.4 萬 | 1.2% | −9,875−34.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 19,212 | $464.9 萬 | 1.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 22,491 | $419.7 萬 | 1.1% | −15,090−40.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,162 | $342.0 萬 | 0.9% | −1,453−10.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,718 | $333.5 萬 | 0.9% | −5,894−30.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 64,097 | $327.1 萬 | 0.8% | −4,601−6.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,221 | $322.2 萬 | 0.8% | −5,310−46.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,993 | $251.0 萬 | 0.6% | −1,093−18.0% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 36,970 | $219.2 萬 | 0.6% | −172−0.5% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $202.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 17,380 | $199.0 萬 | 0.5% | −4,104−19.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,036 | $192.2 萬 | 0.5% | −979−4.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $190.2 萬 | 0.5% | 00.0% | 不變 | – |
| NVONovo Nordisk A S | ADR | 32,761 | $181.8 萬 | 0.5% | +7,811+31.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,858 | $180.4 萬 | 0.5% | −1,186−11.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,158 | $151.3 萬 | 0.4% | −974−10.7% | 減碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 714,823 | $135.8 萬 | 0.4% | +714,823 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,901 | $133.0 萬 | 0.3% | −115−2.9% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 12,997 | $130.9 萬 | 0.3% | +128+1.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,229 | $119.0 萬 | 0.3% | −27−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,849 | $102.6 萬 | 0.3% | +12+0.2% | 加碼 | – |
| RTXRTX Corp | Stock | 5,769 | $96.5 萬 | 0.2% | −1,663−22.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,800 | $95.6 萬 | 0.2% | −1,793−39.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,209 | $92.2 萬 | 0.2% | −286−19.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,226 | $86.5 萬 | 0.2% | +614+6.4% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,747 | $82.8 萬 | 0.2% | +435+2.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,826 | $82.7 萬 | 0.2% | +286+3.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,586 | $77.7 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,837 | $74.4 萬 | 0.2% | −752−29.0% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 12,271 | $70.0 萬 | 0.2% | +299+2.5% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,089 | $67.3 萬 | 0.2% | +10.0% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 10,310 | $67.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,022 | $66.8 萬 | 0.2% | −1,353−21.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,704 | $66.7 萬 | 0.2% | −419−13.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $64.3 萬 | 0.2% | −944−31.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,396 | $62.1 萬 | 0.2% | −1,057−43.1% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,065 | $61.9 萬 | 0.2% | +13+0.1% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 6,246 | $59.6 萬 | 0.2% | +124+2.0% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 24,002 | $55.9 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 3,870 | $54.4 萬 | 0.1% | +68+1.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,523 | $54.1 萬 | 0.1% | −652−15.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 543 | $50.3 萬 | 0.1% | −395−42.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,936 | $47.2 萬 | 0.1% | −1,819−48.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 671 | $45.8 萬 | 0.1% | −83−11.0% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,852 | $44.6 萬 | 0.1% | −165−8.2% | 減碼 | 歷史 |
| IMNMImmunome Inc. | COM | 37,615 | $44.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,254 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,198 | $39.4 萬 | 0.1% | +178+17.5% | 加碼 | – |
| RBRKRubrik, Inc. | Stock | 4,464 | $36.7 萬 | 0.1% | +4,464 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 14,722 | $31.7 萬 | 0.1% | +161+1.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,629 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,314 | $28.9 萬 | 0.1% | −6,686−83.6% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,440 | $28.8 萬 | 0.1% | +682+5.8% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,338 | $27.7 萬 | 0.1% | −8−0.3% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,810 | $26.2 萬 | 0.1% | −703−20.0% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 962 | $26.2 萬 | 0.1% | −382−28.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,718 | $25.9 萬 | 0.1% | −1,252−31.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $25.5 萬 | 0.1% | −26−4.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 309 | $24.6 萬 | 0.1% | −83−21.2% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,020 | $24.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,936 | $23.2 萬 | 0.1% | +28+1.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 8,725 | $22.2 萬 | 0.1% | +82+0.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 766 | $21.6 萬 | 0.1% | +766 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,043 | $21.1 萬 | 0.1% | −2,718−57.1% | 減碼 | 歷史 |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 968 | $20.4 萬 | 0.1% | +968 | 新進 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $16.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（40 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 13,319 | $181.6 萬 | 0.5% | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,667 | $101.1 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,815 | $51.9 萬 | 0.1% | – |
| NOWServiceNow, Inc. | Stock | 496 | $51.0 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 376 | $50.4 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,668 | $49.5 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 892 | $48.5 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 874 | $41.0 萬 | 0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,748 | $40.4 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 68 | $39.4 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,732 | $38.6 萬 | 0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,912 | $38.1 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 4,538 | $36.4 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,701 | $34.5 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,875 | $34.4 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,178 | $32.1 萬 | 0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 452 | $31.6 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 2,476 | $30.6 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 772 | $29.2 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,219 | $29.0 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 991 | $28.7 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,082 | $27.7 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,918 | $27.2 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 1,001 | $26.7 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 469 | $26.4 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,937 | $26.3 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 666 | $25.8 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,827 | $25.7 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 341 | $25.0 萬 | 0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 3,301 | $24.6 萬 | 0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 454 | $24.3 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 5,121 | $24.2 萬 | 0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 670 | $23.9 萬 | 0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,202 | $23.8 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 1,112 | $23.7 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 289 | $23.0 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,099 | $22.5 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,192 | $22.4 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 676 | $21.6 萬 | 0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 1,577 | $21.0 萬 | 0.1% | 歷史 |