Three Bridge Wealth Advisors, LLC
- SEC CIK
- 0001950962
- 最新申報
- 2026/7/27
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 87
- 較 2026 年第 1 季 +1
- 總值
- $3.99 億
- 較 2026 年第 1 季 +$3,514 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288257 | MSCI ACWI ETF | 407,963 | $6,404 萬 | 16.0% | −2,804−0.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 46,454 | $3,191 萬 | 8.0% | −1,818−3.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 41,472 | $3,105 萬 | 7.8% | +125+0.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,023 | $2,656 萬 | 6.6% | +327+0.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 37,087 | $2,089 萬 | 5.2% | −1,007−2.6% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 107,297 | $1,684 萬 | 4.2% | +1,933+1.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 151,759 | $1,674 萬 | 4.2% | +4,313+2.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 261,632 | $1,459 萬 | 3.7% | −5,707−2.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 38,771 | $1,428 萬 | 3.6% | −1,450−3.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 183,087 | $1,382 萬 | 3.5% | −1,237−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 214,422 | $1,280 萬 | 3.2% | +5,567+2.7% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 74,173 | $1,084 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 151,546 | $1,037 萬 | 2.6% | +2,087+1.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,415 | $1,015 萬 | 2.5% | +128+0.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 70,494 | $875.3 萬 | 2.2% | +934+1.3% | 加碼依 4 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 143,409 | $774.8 萬 | 1.9% | +1,862+1.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,092 | $753.9 萬 | 1.9% | +1,175+4.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 79,227 | $599.3 萬 | 1.5% | +106+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,199 | $564.2 萬 | 1.4% | +529+1.9% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 98,195 | $534.0 萬 | 1.3% | +110.0% | 加碼 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 714,823 | $378.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,031 | $322.7 萬 | 0.8% | −1,619−15.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,942 | $304.9 萬 | 0.8% | +10+0.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 56,733 | $272.0 萬 | 0.7% | −857−1.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,235 | $238.3 萬 | 0.6% | −115−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,718 | $236.1 萬 | 0.6% | −80−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,228 | $232.3 萬 | 0.6% | −266−4.1% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,132 | $225.2 萬 | 0.6% | −16−1.4% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 36,080 | $216.9 萬 | 0.5% | +5,243+17.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 18,200 | $216.6 萬 | 0.5% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 41,617 | $212.2 萬 | 0.5% | +63+0.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 18,065 | $175.2 萬 | 0.4% | −65−0.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 19,859 | $156.8 萬 | 0.4% | +484+2.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,078 | $139.9 萬 | 0.4% | +563+8.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,230 | $132.8 萬 | 0.3% | −501−8.7% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,725 | $132.0 萬 | 0.3% | −67−1.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,070 | $128.3 萬 | 0.3% | +82+8.3% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,527 | $116.2 萬 | 0.3% | +97+0.8% | 加碼 | – |
| VVisa Inc. | Stock | 3,349 | $114.9 萬 | 0.3% | −45−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,042 | $107.5 萬 | 0.3% | −29−0.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,650 | $98.6 萬 | 0.2% | −51−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,488 | $95.1 萬 | 0.2% | −21−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,002 | $94.9 萬 | 0.2% | −104−2.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,367 | $93.3 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,519 | $85.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,944 | $81.8 萬 | 0.2% | +35+1.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,429 | $81.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,442 | $78.0 萬 | 0.2% | +409+4.5% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,095 | $77.0 萬 | 0.2% | +20.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,764 | $76.3 萬 | 0.2% | +183+1.2% | 加碼 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 14,225 | $71.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,782 | $67.0 萬 | 0.2% | −990−11.3% | 減碼依 6 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 1,813 | $63.9 萬 | 0.2% | −15−0.8% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 8,266 | $62.8 萬 | 0.2% | +8,266 | 新進 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 8,208 | $62.5 萬 | 0.2% | +2,468+43.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,880 | $61.5 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,200 | $59.6 萬 | 0.1% | −132−1.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 636 | $59.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,401 | $59.1 萬 | 0.1% | +11+0.1% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 6,921 | $55.6 萬 | 0.1% | +53+0.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,470 | $47.0 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,177 | $43.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,421 | $42.6 萬 | 0.1% | +240+5.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 18,034 | $41.1 萬 | 0.1% | +1,285+7.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 18,335 | $39.7 萬 | 0.1% | −22−0.1% | 減碼 | – |
| RBRKRubrik, Inc. | Stock | 4,464 | $35.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,620 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,842 | $35.1 萬 | 0.1% | +300+19.5% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 11,269 | $34.2 萬 | 0.1% | +1,377+13.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,407 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V886 | HDG MSCI JAPAN | 5,020 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 314 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 907 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,490 | $27.6 萬 | 0.1% | +1,490 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,242 | $26.0 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 14,000 | $25.6 萬 | 0.1% | +14,000 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,025 | $23.6 萬 | 0.1% | +31+1.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 2,441 | $23.1 萬 | 0.1% | +172+7.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 1,959 | $23.0 萬 | 0.1% | +1,959 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,863 | $22.8 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 568 | $22.6 萬 | 0.1% | +568 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 296 | $22.2 萬 | 0.1% | +296 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,300 | $21.4 萬 | 0.1% | +1,300 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 2,274 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 405 | $20.3 萬 | 0.1% | +405 | 新進 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 816 | $20.1 萬 | 0.1% | +816 | 新進 | – |
| WEAVWeave Communications, Inc. | Stock | 31,372 | $18.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IMNMImmunome Inc. | COM | 37,615 | $82.3 萬 | 0.2% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 23,280 | $57.6 萬 | 0.2% | – |
| ACNAccenture plc | Stock | 2,581 | $51.2 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,765 | $39.9 萬 | 0.1% | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 22,371 | $32.7 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 591 | $25.6 萬 | 0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,206 | $24.0 萬 | 0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,886 | $22.1 萬 | 0.1% | – |