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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $150.63万 | 0.28% | 6,320 | 500 | 8.6% | $11.92万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $157.81万 | 0.30% | 17,692 | 2,253 | 14.6% | $20.10万 | 加仓 |
| WMT | WALMART INC | $167.74万 | 0.32% | 14,810 | -157 | -1.0% | -$1.78万 | 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 |
| SPYV | SPDR SERIES TRUST | $176.09万 | 0.33% | 28,966 | -659 | -2.2% | -$4.01万 | 减仓 |
| INTC | INTEL CORP | $183.72万 | 0.35% | 13,158 | -917 | -6.5% | -$12.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.14万 | 0.35% | 3,680 | -143 | -3.7% | -$7.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $186.66万 | 0.35% | 5,703 | -11 | -0.2% | -$3,600 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $194.04万 | 0.37% | 8,200 | -339 | -4.0% | -$8.02万 | 减仓 |
| IAU | ISHARES GOLD TR | $194.51万 | 0.37% | 25,759 | -1,191 | -4.4% | -$8.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $197.68万 | 0.37% | 2,684 | -92 | -3.3% | -$6.78万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $202.33万 | 0.38% | 41,058 | -1,369 | -3.2% | -$6.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $207.10万 | 0.39% | 36,346 | 546 | 1.5% | $3.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $210.40万 | 0.40% | 6,941 | -31 | -0.4% | -$9,397 | 减仓 |
| CVX | CHEVRON CORPORATION | $210.49万 | 0.40% | 12,699 | -207 | -1.6% | -$3.43万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $214.10万 | 0.40% | 34,836 | 17,718 | 103.5% | $108.90万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $312.61万 | 0.59% | 63,974 | 8,871 | 16.1% | $43.35万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $317.03万 | 0.60% | 53,453 | 8,394 | 18.6% | $49.78万 | 加仓 |
| PWRD | TCW ETF TRUST | $443.13万 | 0.84% | 36,039 | 4,962 | 16.0% | $61.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $457.78万 | 0.86% | 12,371 | 78 | 0.6% | $2.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $501.93万 | 0.95% | 84,090 | 5,713 | 7.3% | $34.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $602.10万 | 1.14% | 38,100 | -68 | -0.2% | -$1.07万 | 减仓 |
| MINO | PIMCO ETF TR | $620.83万 | 1.17% | 135,671 | 5,401 | 4.1% | $24.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $632.24万 | 1.19% | 31,598 | 383 | 1.2% | $7.66万 | 加仓 |
| BILZ | PIMCO ETF TR | $703.21万 | 1.33% | 69,673 | -2,659 | -3.7% | -$26.84万 | 减仓 |
| TSLA | TESLA INC | $704.29万 | 1.33% | 16,745 | 2,364 | 16.4% | $99.43万 | 加仓 |
| AAPL | APPLE INC | $709.51万 | 1.34% | 24,520 | 172 | 0.7% | $4.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $726.51万 | 1.37% | 19,476 | 18 | 0.1% | $6,715 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $727.19万 | 1.37% | 130,861 | 28,790 | 28.2% | $159.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,008.24万 | 1.90% | 125,138 | 7,046 | 6.0% | $56.77万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,042.35万 | 1.97% | 114,280 | 4,320 | 3.9% | $39.40万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,122.68万 | 2.12% | 89,988 | 7,401 | 9.0% | $92.33万 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,264.68万 | 2.39% | 267,941 | 35,899 | 15.5% | $169.44万 | 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 |
| GSIE | GOLDMAN SACHS ETF TR | $1,333.20万 | 2.52% | 291,728 | 28,222 | 10.7% | $128.97万 | 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 |
| VOO | VANGUARD INDEX FDS | $1,370.32万 | 2.59% | 19,952 | 2,989 | 17.6% | $205.29万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,585.16万 | 2.99% | 356,375 | 219 | 0.1% | $9,741 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,720.41万 | 3.25% | 144,585 | 8,978 | 6.6% | $106.83万 | 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 |
| JAAA | JANUS DETROIT STR TR | $2,366.21万 | 4.47% | 468,648 | 9,166 | 2.0% | $46.28万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,739.72万 | 5.17% | 301,764 | 13,379 | 4.6% | $121.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,792.84万 | 5.27% | 128,153 | 12,230 | 10.6% | $266.53万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,864.15万 | 5.41% | 629,621 | 49,329 | 8.5% | $224.40万 | 加仓 |
| 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 |
| PYLD | PIMCO ETF TR | $3,187.49万 | 6.02% | 1,201,920 | 50,086 | 4.3% | $132.83万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $5,194.26万 | 9.80% | 686,345 | -106,883 | -13.5% | -$808.89万 | 减仓 |