Bridgewealth Advisory Group, LLC
Fresno CA · SEC CIK 0001801982
$4.82亿2026Q1 申报市值
135持仓数
53.2%前十大占比 · 第一大 12.4%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBIL 加仓+$1,212.21万
VTV 加仓+$291.75万
GSIE 加仓+$290.23万
FBND 加仓+$279.34万
PYLD 加仓+$267.26万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$173.12万
JAAA 减仓-$143.22万
JEPI 减仓-$111.48万
EXXON MOBIL CORP 减仓-$109.21万
CGXU 减仓-$102.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $184.38万 | 0.38% | 2,835 | 190 | 7.2% | $12.36万 | 加仓 |
| WMT | WALMART INC | $186.02万 | 0.39% | 14,967 | 156 | 1.1% | $1.94万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $223.00万 | 0.46% | 45,059 | 6,408 | 16.6% | $31.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $237.59万 | 0.49% | 26,950 | -8,347 | -23.6% | -$73.59万 | 减仓 |
| CVX | CHEVRON CORPORATION | $267.03万 | 0.55% | 12,906 | -22 | -0.2% | -$4,552 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $269.24万 | 0.56% | 55,103 | 12,315 | 28.8% | $60.17万 | 加仓 |
| PWRD | TCW ETF TRUST | $303.83万 | 0.63% | 31,077 | 11,479 | 58.6% | $112.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $394.39万 | 0.82% | 12,293 | 158 | 1.3% | $5.07万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $423.63万 | 0.88% | 78,377 | 9,231 | 13.4% | $49.89万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $510.76万 | 1.06% | 102,071 | 37,718 | 58.6% | $188.74万 | 加仓 |
| TSLA | TESLA INC | $534.61万 | 1.11% | 14,381 | -1,690 | -10.5% | -$62.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $544.40万 | 1.13% | 31,215 | 1,212 | 4.0% | $21.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $565.27万 | 1.17% | 38,168 | -263 | -0.7% | -$3.90万 | 减仓 |
| MINO | PIMCO ETF TR | $588.43万 | 1.22% | 130,270 | -2,502 | -1.9% | -$11.30万 | 减仓 |
| AAPL | APPLE INC | $617.95万 | 1.28% | 24,348 | 538 | 2.3% | $13.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $720.30万 | 1.49% | 19,458 | 90 | 0.5% | $3.33万 | 加仓 |
| BILZ | PIMCO ETF TR | $730.34万 | 1.51% | 72,332 | -6,032 | -7.7% | -$60.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $847.85万 | 1.76% | 29,523 | 2,583 | 9.6% | $74.18万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $886.39万 | 1.84% | 109,960 | 13,287 | 13.7% | $107.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $912.34万 | 1.89% | 82,587 | 6,654 | 8.8% | $73.51万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $932.58万 | 1.93% | 232,042 | 20,929 | 9.9% | $84.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,013.64万 | 2.10% | 16,963 | 567 | 3.5% | $33.88万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,132.76万 | 2.35% | 245,878 | 30,440 | 14.1% | $140.24万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,136.50万 | 2.36% | 263,506 | 67,292 | 34.3% | $290.23万 | 加仓 |
| — | UNITED SEC BANCSHARES CALIF | $1,264.81万 | 2.62% | 1,203,437 | -14,983 | -1.2% | -$15.75万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,270.69万 | 2.64% | 568,795 | 80,144 | 16.4% | $179.04万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,327.73万 | 2.75% | 135,607 | 18,078 | 15.4% | $177.00万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,368.35万 | 2.84% | 356,156 | 26,240 | 8.0% | $100.81万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,761.87万 | 3.65% | 372,489 | 18,094 | 5.1% | $85.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,274.42万 | 4.72% | 115,923 | 14,870 | 14.7% | $291.75万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,279.97万 | 4.73% | 288,385 | 23,681 | 8.9% | $187.22万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,314.41万 | 4.80% | 459,482 | -28,433 | -5.8% | -$143.22万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,647.29万 | 5.49% | 580,292 | 61,233 | 11.8% | $279.34万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $2,668.60万 | 5.53% | 1,034,744 | 70,209 | 7.3% | $181.07万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,017.81万 | 6.26% | 1,151,834 | 102,008 | 9.7% | $267.26万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $6,000.77万 | 12.45% | 793,228 | 160,239 | 25.3% | $1,212.21万 | 加仓 |