Beacon Bridge Wealth Partners, LLC
- SEC CIK
- 0001965468
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 87
- 較 2025 年第 1 季 +2
- 總值
- $2.52 億
- 較 2025 年第 1 季 +$1,761 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 28,014 | $1,731 萬 | 6.9% | −1,886−6.3% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 94,627 | $1,730 萬 | 6.9% | +2,332+2.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 30,332 | $1,330 萬 | 5.3% | −3,510−10.4% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 68,608 | $1,213 萬 | 4.8% | +3,820+5.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 115,600 | $1,208 萬 | 4.8% | +18,158+18.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,408 | $1,102 萬 | 4.4% | −310−1.6% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 186,031 | $1,013 萬 | 4.0% | +2,928+1.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,061 | $997.2 萬 | 4.0% | −23−0.1% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 106,087 | $996.1 萬 | 4.0% | −2,305−2.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,900 | $809.3 萬 | 3.2% | +119+0.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 133,867 | $707.4 萬 | 2.8% | −20,681−13.4% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 110,936 | $696.7 萬 | 2.8% | +3,398+3.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 226,496 | $661.6 萬 | 2.6% | −3,461−1.5% | 減碼 | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 204,119 | $650.9 萬 | 2.6% | +31,560+18.3% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 91,255 | $579.3 萬 | 2.3% | +29,259+47.2% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 31,279 | $542.0 萬 | 2.2% | −77−0.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 211,119 | $490.6 萬 | 1.9% | +14,826+7.6% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 83,390 | $426.0 萬 | 1.7% | +38,383+85.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 62,164 | $397.5 萬 | 1.6% | −1,737−2.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,386 | $364.6 萬 | 1.4% | +391+2.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,762 | $357.1 萬 | 1.4% | −584−4.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 156,198 | $345.2 萬 | 1.4% | −10,048−6.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 121,311 | $340.3 萬 | 1.4% | +2,531+2.1% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 28,746 | $322.0 萬 | 1.3% | +98+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 37,574 | $313.7 萬 | 1.2% | −2,482−6.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 12,301 | $295.6 萬 | 1.2% | −694−5.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 62,486 | $286.0 萬 | 1.1% | +230.0% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 103,897 | $276.2 萬 | 1.1% | +16,522+18.9% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 120,656 | $274.6 萬 | 1.1% | −6,818−5.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,410 | $274.5 萬 | 1.1% | −540−3.9% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 118,795 | $273.0 萬 | 1.1% | −27,885−19.0% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 34,827 | $269.2 萬 | 1.1% | +393+1.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 42,252 | $263.5 萬 | 1.0% | −560−1.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,550 | $195.8 萬 | 0.8% | +268+8.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 19,634 | $171.2 萬 | 0.7% | −677−3.3% | 減碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 8,728 | $164.7 萬 | 0.7% | −89−1.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,479 | $163.5 萬 | 0.6% | −5,210−24.0% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 29,961 | $156.9 萬 | 0.6% | −3,629−10.8% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 3,267 | $151.3 萬 | 0.6% | +13+0.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 26,317 | $150.0 萬 | 0.6% | +283+1.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,407 | $136.4 萬 | 0.5% | +103+4.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 31,297 | $133.8 萬 | 0.5% | −1,521−4.6% | 減碼 | – |
| FISVFiserv Inc | Stock | 7,752 | $133.7 萬 | 0.5% | −10−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,649 | $128.1 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 44,128 | $127.0 萬 | 0.5% | −7,313−14.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,262 | $124.0 萬 | 0.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 6,402 | $101.1 萬 | 0.4% | +208+3.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,097 | $83.6 萬 | 0.3% | −169−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 12,849 | $77.2 萬 | 0.3% | +581+4.7% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 10,174 | $72.5 萬 | 0.3% | +950+10.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,103 | $72.3 萬 | 0.3% | −6−0.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,092 | $64.3 萬 | 0.3% | −5,107−38.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,696 | $62.2 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,248 | $62.1 萬 | 0.2% | −97−7.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,118 | $61.4 萬 | 0.2% | −113−5.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,084 | $57.1 萬 | 0.2% | +5+0.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,025 | $54.6 萬 | 0.2% | 00.0% | 不變 | – |
| NCDLNuveen Churchill Direct Lending Corp. | COM SHS | 32,432 | $52.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,725 | $52.5 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 3,170 | $50.5 萬 | 0.2% | −199−5.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,567 | $49.8 萬 | 0.2% | −396−20.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,162 | $47.4 萬 | 0.2% | −2,058−48.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,365 | $45.4 萬 | 0.2% | +3,365 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,422 | $43.0 萬 | 0.2% | −8−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,207 | $42.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,937 | $38.9 萬 | 0.2% | +665+15.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,831 | $35.8 萬 | 0.1% | +1+0.1% | 加碼 | – |
| BABoeing Co | Stock | 1,695 | $35.5 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 357 | $35.3 萬 | 0.1% | +357 | 新進 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 5,096 | $33.7 萬 | 0.1% | +5,096 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,872 | $33.7 萬 | 0.1% | −24,952−78.4% | 減碼 | – |
| ORCLOracle Corp | Stock | 1,498 | $32.8 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,112 | $31.2 萬 | 0.1% | +2,112 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 543 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,582 | $25.8 萬 | 0.1% | +30+0.5% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,218 | $24.4 萬 | 0.1% | −63−1.0% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 2,957 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,502 | $24.0 萬 | 0.1% | −12,344−73.3% | 減碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 2,505 | $23.8 萬 | 0.1% | −1,016−28.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 315 | $23.2 萬 | 0.1% | +315 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,521 | $21.8 萬 | 0.1% | +4,521 | 新進 | – |
| JNJJohnson & Johnson | Stock | 1,397 | $21.3 萬 | 0.1% | −401−22.3% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,352 | $21.1 萬 | 0.1% | −3−0.2% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 817 | $21.0 萬 | 0.1% | +817 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 156 | $20.9 萬 | 0.1% | +156 | 新進 | 歷史 |
| SXCSunCoke Energy, Inc. | COM | 11,534 | $9.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RLGTRadiant Logistics, Inc | COM | 12,794 | $7.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,907 | $77.1 萬 | 0.3% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,802 | $40.0 萬 | 0.2% | – |
| ABBVAbbVie Inc. | Stock | 1,631 | $34.2 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 6,479 | $28.7 萬 | 0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,025 | $27.1 萬 | 0.1% | – |
| CVXChevron Corp | Stock | 1,215 | $20.3 萬 | 0.1% | 歷史 |