Bridgewealth Advisory Group, LLC
Fresno CA · SEC CIK 0001801982
$5.30亿2026Q2 申报市值
141持仓数
51.3%前十大占比 · 第一大 9.8%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CWBC 加仓+$1,259.44万
VTV 加仓+$266.53万
CGSD 加仓+$251.95万
FBND 加仓+$224.40万
VOO 加仓+$205.29万
2026Q2 卖出最多 按季末市值估算
UNITED SEC BANCS 清仓-$1,264.81万
VBIL 减仓-$808.89万
EXXON MOBIL CORP 清仓-$117.15万
SPY 减仓-$37.70万
JSI 减仓-$36.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | $5,194.26万 | 9.80% | 686,345 | -106,883 | -13.5% | -$808.89万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,187.49万 | 6.02% | 1,201,920 | 50,086 | 4.3% | $132.83万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $2,914.35万 | 5.50% | 1,132,665 | 97,921 | 9.5% | $251.95万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,864.15万 | 5.41% | 629,621 | 49,329 | 8.5% | $224.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,792.84万 | 5.27% | 128,153 | 12,230 | 10.6% | $266.53万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,739.72万 | 5.17% | 301,764 | 13,379 | 4.6% | $121.47万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,366.21万 | 4.47% | 468,648 | 9,166 | 2.0% | $46.28万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,828.27万 | 3.45% | 387,797 | 15,308 | 4.1% | $72.17万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,720.41万 | 3.25% | 144,585 | 8,978 | 6.6% | $106.83万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,585.16万 | 2.99% | 356,375 | 219 | 0.1% | $9,741 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,370.32万 | 2.59% | 19,952 | 2,989 | 17.6% | $205.29万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,335.37万 | 2.52% | 599,090 | 30,295 | 5.3% | $67.53万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,333.20万 | 2.52% | 291,728 | 28,222 | 10.7% | $128.97万 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $1,328.74万 | 2.51% | 494,690 | 468,890 | 1,817.4% | $1,259.44万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,264.68万 | 2.39% | 267,941 | 35,899 | 15.5% | $169.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,221.44万 | 2.31% | 265,243 | 19,365 | 7.9% | $89.18万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,122.68万 | 2.12% | 89,988 | 7,401 | 9.0% | $92.33万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,042.35万 | 1.97% | 114,280 | 4,320 | 3.9% | $39.40万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,008.24万 | 1.90% | 125,138 | 7,046 | 6.0% | $56.77万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $727.19万 | 1.37% | 130,861 | 28,790 | 28.2% | $159.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $726.51万 | 1.37% | 19,476 | 18 | 0.1% | $6,715 | 加仓 |
| AAPL | APPLE INC | $709.51万 | 1.34% | 24,520 | 172 | 0.7% | $4.98万 | 加仓 |
| TSLA | TESLA INC | $704.29万 | 1.33% | 16,745 | 2,364 | 16.4% | $99.43万 | 加仓 |
| BILZ | PIMCO ETF TR | $703.21万 | 1.33% | 69,673 | -2,659 | -3.7% | -$26.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $632.24万 | 1.19% | 31,598 | 383 | 1.2% | $7.66万 | 加仓 |
| MINO | PIMCO ETF TR | $620.83万 | 1.17% | 135,671 | 5,401 | 4.1% | $24.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $602.10万 | 1.14% | 38,100 | -68 | -0.2% | -$1.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $501.93万 | 0.95% | 84,090 | 5,713 | 7.3% | $34.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $457.78万 | 0.86% | 12,371 | 78 | 0.6% | $2.89万 | 加仓 |
| PWRD | TCW ETF TRUST | $443.13万 | 0.84% | 36,039 | 4,962 | 16.0% | $61.01万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $317.03万 | 0.60% | 53,453 | 8,394 | 18.6% | $49.78万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $312.61万 | 0.59% | 63,974 | 8,871 | 16.1% | $43.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $214.10万 | 0.40% | 34,836 | 17,718 | 103.5% | $108.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $210.49万 | 0.40% | 12,699 | -207 | -1.6% | -$3.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $210.40万 | 0.40% | 6,941 | -31 | -0.4% | -$9,397 | 减仓 |
| BAC | BANK OF AMER CORP | $207.10万 | 0.39% | 36,346 | 546 | 1.5% | $3.11万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $202.33万 | 0.38% | 41,058 | -1,369 | -3.2% | -$6.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $197.68万 | 0.37% | 2,684 | -92 | -3.3% | -$6.78万 | 减仓 |
| IAU | ISHARES GOLD TR | $194.51万 | 0.37% | 25,759 | -1,191 | -4.4% | -$8.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $194.04万 | 0.37% | 8,200 | -339 | -4.0% | -$8.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $186.66万 | 0.35% | 5,703 | -11 | -0.2% | -$3,600 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.14万 | 0.35% | 3,680 | -143 | -3.7% | -$7.16万 | 减仓 |
| INTC | INTEL CORP | $183.72万 | 0.35% | 13,158 | -917 | -6.5% | -$12.80万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $176.09万 | 0.33% | 28,966 | -659 | -2.2% | -$4.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $173.96万 | 0.33% | 2,330 | -505 | -17.8% | -$37.70万 | 减仓 |
| WMT | WALMART INC | $167.74万 | 0.32% | 14,810 | -157 | -1.0% | -$1.78万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $157.81万 | 0.30% | 17,692 | 2,253 | 14.6% | $20.10万 | 加仓 |
| AMZN | AMAZON COM INC | $150.63万 | 0.28% | 6,320 | 500 | 8.6% | $11.92万 | 加仓 |
| — | PUTNAM ETF TRUST | $138.43万 | 0.26% | 186,566 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $128.67万 | 0.24% | 1,208 | -67 | -5.3% | -$7.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $122.67万 | 0.23% | 14,241 | -369 | -2.5% | -$3.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $117.34万 | 0.22% | 12,804 | -807 | -5.9% | -$7.40万 | 减仓 |
| WFC | WELLS FARGO & CO | $110.68万 | 0.21% | 13,393 | 2 | 0.0% | $165 | 加仓 |
| SLV | ISHARES SILVER TR | $108.58万 | 0.20% | 20,306 | -125 | -0.6% | -$6,684 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $99.29万 | 0.19% | 28,679 | -8,311 | -22.5% | -$28.77万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $88.36万 | 0.17% | 8,722 | -413 | -4.5% | -$4.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.76万 | 0.16% | 906 | -15 | -1.6% | -$1.40万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $84.17万 | 0.16% | 2,778 | 104 | 3.9% | $3.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $82.78万 | 0.16% | 7,700 | -2 | -0.0% | -$215 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $82.39万 | 0.16% | 21,705 | 7 | 0.0% | $266 | 加仓 |
| FLXR | TCW ETF TRUST | $80.55万 | 0.15% | 20,543 | -1,070 | -5.0% | -$4.20万 | 减仓 |
| GOOGL | ALPHABET INC | $77.14万 | 0.15% | 2,158 | 266 | 14.1% | $9.51万 | 加仓 |
| GOOG | ALPHABET INC | $76.90万 | 0.15% | 2,176 | 270 | 14.2% | $9.54万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $75.59万 | 0.14% | 2,468 | 1 | 0.0% | $306 | 加仓 |
| CSCO | CISCO SYS INC | $75.20万 | 0.14% | 6,402 | 3 | 0.0% | $352 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $69.72万 | 0.13% | 1,209 | 1 | 0.1% | $577 | 加仓 |
| PEP | PEPSICO INC | $68.03万 | 0.13% | 5,025 | 209 | 4.3% | $2.83万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $66.74万 | 0.13% | 53,261 | 202 | 0.4% | $2,531 | 加仓 |
| T | AT&T INC | $63.09万 | 0.12% | 30,478 | 309 | 1.0% | $6,396 | 加仓 |
| META | META PLATFORMS INC | $62.92万 | 0.12% | 1,117 | 38 | 3.5% | $2.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.30万 | 0.12% | 2,453 | 121 | 5.2% | $3.07万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $62.08万 | 0.12% | 3,754 | 170 | 4.7% | $2.81万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $60.15万 | 0.11% | 7,754 | 3,875 | 99.9% | $30.06万 | 加仓 |
| GLD | SPDR GOLD TR | $58.57万 | 0.11% | 1,590 | 46 | 3.0% | $1.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $57.73万 | 0.11% | 8,024 | 845 | 11.8% | $6.08万 | 加仓 |
| AVGO | BROADCOM INC | $57.49万 | 0.11% | 1,522 | 4 | 0.3% | $1,511 | 加仓 |
| HD | HOME DEPOT INC | $56.07万 | 0.11% | 1,590 | 29 | 1.9% | $1.02万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $55.94万 | 0.11% | 20,469 | -50 | -0.2% | -$1,367 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $53.02万 | 0.10% | 6,940 | -1,566 | -18.4% | -$11.96万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $52.12万 | 0.10% | 6,689 | 102 | 1.5% | $7,947 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $51.79万 | 0.10% | 16,331 | -284 | -1.7% | -$9,006 | 减仓 |
| AMGN | AMGEN INC | $47.84万 | 0.09% | 1,321 | -4 | -0.3% | -$1,448 | 减仓 |
| JSI | JANUS DETROIT STR TR | $46.63万 | 0.09% | 9,105 | -7,209 | -44.2% | -$36.92万 | 减仓 |
| IVV | ISHARES TR | $44.48万 | 0.08% | 594 | 228 | 62.3% | $17.07万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $44.30万 | 0.08% | 36,555 | 177 | 0.5% | $2,145 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $43.99万 | 0.08% | 13,759 | 52 | 0.4% | $1,662 | 加仓 |
| PFE | PFIZER INC | $43.73万 | 0.08% | 18,158 | 2,363 | 15.0% | $5.69万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.33万 | 0.08% | 7,672 | -2,394 | -23.8% | -$13.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.08万 | 0.08% | 724 | 724 | — | $42.08万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $41.70万 | 0.08% | 3,664 | 23 | 0.6% | $2,618 | 加仓 |
| CSX | CSX CORP | $41.60万 | 0.08% | 8,752 | 508 | 6.2% | $2.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $39.29万 | 0.07% | 1,190 | 3 | 0.3% | $990 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.05万 | 0.07% | 5,060 | 201 | 4.1% | $1.43万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.54万 | 0.07% | 8,393 | 265 | 3.3% | $1.12万 | 加仓 |
| LLY | ELI LILLY & CO | $33.94万 | 0.06% | 283 | 37 | 15.0% | $4.44万 | 加仓 |
| GEV | GE VERNOVA INC | $33.26万 | 0.06% | 283 | 23 | 8.8% | $2.70万 | 加仓 |
| CMI | CUMMINS INC | $32.44万 | 0.06% | 455 | 33 | 7.8% | $2.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.30万 | 0.06% | 1,149 | 3 | 0.3% | $843 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $32.19万 | 0.06% | 4,255 | -975 | -18.6% | -$7.38万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $30.96万 | 0.06% | 908 | 908 | — | $30.96万 | 新建仓 |