Bridge Generations Wealth Management LLC
- SEC CIK
- 0002056071
- 最新申報
- 2026/7/20
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/20 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 34
- 較 2026 年第 1 季 +2
- 總值
- $1.96 億
- 較 2026 年第 1 季 +$2,177 萬 (+12.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 772,256 | $3,426 萬 | 17.5% | −5,155−0.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 311,403 | $2,177 萬 | 11.1% | +903+0.3% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 708,223 | $2,011 萬 | 10.2% | +47,306+7.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 137,613 | $1,481 萬 | 7.5% | +13,603+11.0% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 370,107 | $1,072 萬 | 5.5% | +10,421+2.9% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 250,965 | $1,020 萬 | 5.2% | +2,565+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 247,440 | $922.0 萬 | 4.7% | +1,832+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 156,964 | $854.8 萬 | 4.4% | −5,223−3.2% | 減碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 145,346 | $779.0 萬 | 4.0% | +37,181+34.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 174,112 | $726.6 萬 | 3.7% | +7,464+4.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 82,421 | $681.2 萬 | 3.5% | +12,504+17.9% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 61,524 | $628.5 萬 | 3.2% | +17,326+39.2% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 162,388 | $554.2 萬 | 2.8% | +3,101+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 127,787 | $512.8 萬 | 2.6% | +2,761+2.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,566 | $465.0 萬 | 2.4% | +376+3.1% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 89,299 | $329.0 萬 | 1.7% | −152−0.2% | 減碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 59,878 | $315.0 萬 | 1.6% | +13,081+28.0% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 56,732 | $312.1 萬 | 1.6% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 52,136 | $264.1 萬 | 1.3% | +9,535+22.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,677 | $182.9 萬 | 0.9% | +2,338+10.0% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 17,025 | $181.3 萬 | 0.9% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 25,732 | $139.0 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,925 | $119.7 萬 | 0.6% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 9,113 | $90.5 萬 | 0.5% | −997−9.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 17,946 | $83.7 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 7,013 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,262 | $51.5 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 7,467 | $33.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,136 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 5,563 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 5,199 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 319 | $23.8 萬 | 0.1% | +319 | 新進 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,183 | $21.4 萬 | 0.1% | +4,183 | 新進 | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 4,878 | $20.1 萬 | 0.1% | +4,878 | 新進 | – |
2026 年第 1 季之後清倉（1 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 |
|---|---|---|---|---|---|
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,636 | $97.1 萬 | 0.6% | – |