Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 90
- 較 2025 年第 3 季 +3
- 總值
- $3.79 億
- 較 2025 年第 3 季 −$870.3 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 | 414,254 | $5,861 萬 | 15.5% | +2,071+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 41,763 | $2,856 萬 | 7.5% | +484+1.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 43,341 | $2,718 萬 | 7.2% | +2,460+6.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 38,044 | $2,511 萬 | 6.6% | +951+2.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,780 | $2,137 萬 | 5.6% | +1,029+3.0% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 74,170 | $1,677 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 41,686 | $1,652 萬 | 4.4% | +389+0.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 197,895 | $1,606 萬 | 4.2% | −779−0.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 105,364 | $1,486 萬 | 3.9% | +745+0.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 136,318 | $1,312 萬 | 3.5% | +5,756+4.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 265,783 | $1,220 萬 | 3.2% | −1,654−0.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 201,060 | $1,081 萬 | 2.9% | +5,327+2.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,678 | $891.3 萬 | 2.4% | +480+0.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,390 | $823.1 萬 | 2.2% | +40.0% | 加碼 | – |
| RBLXRoblox Corp | Stock | 98,184 | $795.6 萬 | 2.1% | −28,106−22.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 141,770 | $775.6 萬 | 2.0% | +3,201+2.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 145,148 | $681.0 萬 | 1.8% | −1,142−0.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 80,074 | $524.8 萬 | 1.4% | −567−0.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,150 | $520.6 萬 | 1.4% | +125+0.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 20,397 | $502.1 萬 | 1.3% | +1,185+6.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 22,761 | $424.5 萬 | 1.1% | +270+1.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,463 | $390.1 萬 | 1.0% | −1,255−9.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,278 | $303.6 萬 | 0.8% | +57+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,958 | $249.2 萬 | 0.7% | −35−0.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,933 | $232.6 萬 | 0.6% | −229−1.9% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 33,007 | $215.9 萬 | 0.6% | +33,007 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 714,823 | $215.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 41,494 | $211.8 萬 | 0.6% | −22,603−35.3% | 減碼 | – |
| DISWalt Disney Co | Stock | 17,499 | $200.3 萬 | 0.5% | +119+0.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 20,106 | $194.6 萬 | 0.5% | +70+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $194.2 萬 | 0.5% | 00.0% | 不變 | – |
| NVONovo Nordisk A S | ADR | 35,871 | $182.5 萬 | 0.5% | +3,110+9.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,957 | $164.7 萬 | 0.4% | −201−2.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,858 | $163.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 13,090 | $131.8 萬 | 0.3% | +93+0.7% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,231 | $131.7 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,906 | $131.5 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,209 | $110.1 萬 | 0.3% | +360+6.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,009 | $108.4 萬 | 0.3% | −200−16.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,783 | $106.1 萬 | 0.3% | +14+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,803 | $98.3 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,939 | $83.7 萬 | 0.2% | −287−2.8% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,033 | $81.2 萬 | 0.2% | +11+0.2% | 加碼 | 歷史 |
| IMNMImmunome Inc. | COM | 37,615 | $80.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,444 | $79.5 萬 | 0.2% | −303−1.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,429 | $75.4 萬 | 0.2% | −157−4.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,996 | $75.3 萬 | 0.2% | −830−8.4% | 減碼 | – |
| ACNAccenture plc | Stock | 2,627 | $70.5 萬 | 0.2% | −77−2.8% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,091 | $68.7 萬 | 0.2% | +20.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,040 | $65.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,839 | $63.3 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,396 | $62.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,936 | $60.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,891 | $56.2 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 23,280 | $56.0 萬 | 0.1% | −722−3.0% | 減碼 | – |
| DEODiageo PLC | SPON ADR NEW | 6,331 | $54.6 萬 | 0.1% | +85+1.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,378 | $53.5 萬 | 0.1% | −3,687−15.3% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 10,310 | $51.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,503 | $50.2 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 543 | $46.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 671 | $44.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,423 | $42.6 萬 | 0.1% | +169+4.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 19,519 | $42.3 萬 | 0.1% | +4,797+32.6% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,954 | $41.4 萬 | 0.1% | +4,954 | 新進 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 9,452 | $41.4 萬 | 0.1% | +9,452 | 新進 | – |
| WDAYWorkday, Inc. | CL A | 1,852 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,177 | $39.5 萬 | 0.1% | −21−1.8% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 16,421 | $37.8 萬 | 0.1% | +3,981+32.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,514 | $34.9 萬 | 0.1% | +200+15.2% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,042 | $34.7 萬 | 0.1% | −6,229−50.8% | 減碼 | – |
| RBRKRubrik, Inc. | Stock | 4,464 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,820 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,510 | $30.3 萬 | 0.1% | −119−2.6% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 907 | $28.6 萬 | 0.1% | +907 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 309 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,315 | $25.7 萬 | 0.1% | +347+35.8% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,028 | $23.9 萬 | 0.1% | −310−13.3% | 減碼 | – |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,989 | $23.8 萬 | 0.1% | −51−2.5% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,975 | $23.4 萬 | 0.1% | +39+1.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,053 | $22.9 萬 | 0.1% | +10+0.5% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,231 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,224 | $22.2 萬 | 0.1% | −494−18.2% | 減碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 8,779 | $21.9 萬 | 0.1% | +8,779 | 新進 | – |
| DASHDoorDash, Inc. | Stock | 962 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,482 | $21.3 萬 | 0.1% | −50−3.3% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464288588 | MBS ETF | 2,239 | $21.3 萬 | 0.1% | +2,239 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 296 | $20.3 萬 | 0.1% | +296 | 新進 | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（4 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 36,970 | $219.2 萬 | 0.6% | 歷史 |
| CARTMaplebear Inc. | COM | 55,041 | $202.3 萬 | 0.5% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,810 | $26.2 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 8,725 | $22.2 萬 | 0.1% | – |