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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,155 | -100.0% | -$24.51万 | 清仓 |
| PLUG | PLUG PWR INC | $3.39万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $8.81万 | 0.02% | 10,700 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $8.95万 | 0.02% | 11,173 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $10.49万 | 0.02% | 13,042 | 1,007 | 8.4% | $8,097 | 加仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $13.84万 | 0.03% | 11,417 | 637 | 5.9% | $7,720 | 加仓 |
| F | FORD MTR CO | $16.95万 | 0.04% | 14,683 | 61 | 0.4% | $704 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $18.19万 | 0.04% | 20,483 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $20.18万 | 0.04% | 2,066 | 16 | 0.8% | $1,563 | 加仓 |
| IVE | ISHARES TR | $20.29万 | 0.04% | 961 | 3 | 0.3% | $634 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.56万 | 0.04% | 736 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $20.97万 | 0.04% | 2,248 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $21.08万 | 0.04% | 4,564 | -3,011 | -39.7% | -$13.91万 | 减仓 |
| MBB | ISHARES TR | $21.81万 | 0.05% | 2,297 | 2,297 | — | $21.81万 | 新建仓 |
| UMBF | UMB FINL CORP | $21.86万 | 0.05% | 1,938 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.95万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $22.35万 | 0.05% | 4,015 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $22.41万 | 0.05% | 11,609 | 201 | 1.8% | $3,880 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.58万 | 0.05% | 5,966 | -1,084 | -15.4% | -$4.10万 | 重新持有 |
| LLY | ELI LILLY & CO | $22.63万 | 0.05% | 246 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.71万 | 0.05% | 260 | 260 | — | $22.71万 | 新建仓 |
| CMI | CUMMINS INC | $22.74万 | 0.05% | 422 | 1 | 0.2% | $539 | 加仓 |
| V | VISA INC | $22.80万 | 0.05% | 754 | -115 | -13.2% | -$3.48万 | 减仓 |
| SDY | SPDR SERIES TRUST | $23.35万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $23.35万 | 0.05% | 3,191 | 3,191 | — | $23.35万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $23.81万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.91万 | 0.05% | 366 | 23 | 6.7% | $1.50万 | 加仓 |
| QUAL | ISHARES TR | $24.23万 | 0.05% | 1,263 | 42 | 3.4% | $8,056 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $24.52万 | 0.05% | 4,914 | -200 | -3.9% | -$9,978 | 减仓 |
| IJH | ISHARES TR | $24.89万 | 0.05% | 3,686 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $24.99万 | 0.05% | 585 | 57 | 10.8% | $2.43万 | 加仓 |
| ABBV | ABBVIE INC | $26.50万 | 0.05% | 1,218 | -87 | -6.7% | -$1.89万 | 减仓 |
| EFV | ISHARES TR | $26.54万 | 0.06% | 3,569 | -148 | -4.0% | -$1.10万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.67万 | 0.06% | 2,871 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $26.98万 | 0.06% | 2,399 | 113 | 4.9% | $1.27万 | 加仓 |
| SRE | SEMPRA | $27.36万 | 0.06% | 2,815 | 14 | 0.5% | $1,361 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.79万 | 0.06% | 1,146 | 6 | 0.5% | $1,455 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $28.61万 | 0.06% | 25,590 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $30.10万 | 0.06% | 3,879 | 3,879 | — | $30.10万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.14万 | 0.06% | 4,859 | 53 | 1.1% | $3,396 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $32.19万 | 0.07% | 22,247 | 7,313 | 49.0% | $10.58万 | 加仓 |
| CSX | CSX CORP | $33.84万 | 0.07% | 8,244 | 13 | 0.2% | $534 | 加仓 |
| NFLX | NETFLIX INC. | $34.24万 | 0.07% | 3,561 | 161 | 4.7% | $1.55万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $34.58万 | 0.07% | 19,188 | 698 | 3.8% | $1.26万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $34.64万 | 0.07% | 1,187 | 2 | 0.2% | $584 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $38.46万 | 0.08% | 3,584 | 13 | 0.4% | $1,395 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $39.11万 | 0.08% | 3,641 | 22 | 0.6% | $2,363 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $39.57万 | 0.08% | 5,230 | 205 | 4.1% | $1.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.81万 | 0.08% | 8,128 | -1,520 | -15.8% | -$7.63万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $42.38万 | 0.09% | 36,378 | 114 | 0.3% | $1,328 | 加仓 |
| PFE | PFIZER INC | $44.35万 | 0.09% | 15,795 | -97 | -0.6% | -$2,724 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $45.96万 | 0.10% | 13,707 | 80 | 0.6% | $2,683 | 加仓 |
| AMGN | AMGEN INC | $46.62万 | 0.10% | 1,325 | 6 | 0.5% | $2,111 | 加仓 |
| AVGO | BROADCOM INC | $46.98万 | 0.10% | 1,518 | -164 | -9.8% | -$5.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $47.38万 | 0.10% | 7,179 | 74 | 1.0% | $4,883 | 加仓 |
| CSCO | CISCO SYS INC | $49.65万 | 0.10% | 6,399 | 6 | 0.1% | $466 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.97万 | 0.11% | 16,615 | -1,025 | -5.8% | -$3.14万 | 减仓 |
| HD | HOME DEPOT INC | $51.37万 | 0.11% | 1,561 | 538 | 52.6% | $17.70万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $51.65万 | 0.11% | 6,587 | 6,587 | — | $51.65万 | 新建仓 |
| GOOGL | ALPHABET INC | $54.43万 | 0.11% | 1,892 | 30 | 1.6% | $8,631 | 加仓 |
| GOOG | ALPHABET INC | $54.69万 | 0.11% | 1,906 | 123 | 6.9% | $3.53万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $55.87万 | 0.12% | 20,519 | 4,033 | 24.5% | $10.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.02万 | 0.12% | 2,332 | 11 | 0.5% | $2,689 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.05万 | 0.12% | 10,066 | -19,669 | -66.1% | -$111.48万 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $60.11万 | 0.12% | 25,800 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $61.73万 | 0.13% | 1,079 | 23 | 2.2% | $1.32万 | 加仓 |
| INTC | INTEL CORP | $62.12万 | 0.13% | 14,075 | 249 | 1.8% | $1.10万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $63.14万 | 0.13% | 53,059 | 127 | 0.2% | $1,511 | 加仓 |
| VOT | VANGUARD INDEX FDS | $63.51万 | 0.13% | 2,467 | -1 | -0.0% | -$257 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $63.54万 | 0.13% | 2,674 | -81 | -2.9% | -$1.92万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $63.92万 | 0.13% | 8,506 | 1,666 | 24.4% | $12.52万 | 加仓 |
| GLD | SPDR GOLD TR | $66.44万 | 0.14% | 1,544 | -666 | -30.1% | -$28.66万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $71.13万 | 0.15% | 1,208 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $74.66万 | 0.15% | 21,698 | 2,856 | 15.2% | $9.83万 | 加仓 |
| PEP | PEPSICO INC | $74.80万 | 0.16% | 4,816 | -209 | -4.2% | -$3.25万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $75.77万 | 0.16% | 7,702 | -298 | -3.7% | -$2.93万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $84.10万 | 0.17% | 16,314 | -3,447 | -17.4% | -$17.77万 | 减仓 |
| FLXR | TCW ETF TRUST | $84.87万 | 0.18% | 21,613 | 7,323 | 51.2% | $28.76万 | 加仓 |
| T | AT&T INC | $87.46万 | 0.18% | 30,169 | 142 | 0.5% | $4,117 | 加仓 |
| CAT | CATERPILLAR INC | $90.33万 | 0.19% | 1,275 | 13 | 1.0% | $9,210 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.85万 | 0.19% | 921 | -14 | -1.5% | -$1.40万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $92.39万 | 0.19% | 9,135 | -47 | -0.5% | -$4,754 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $95.04万 | 0.20% | 17,118 | -1,575 | -8.4% | -$8.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $106.36万 | 0.22% | 2,435 | -112 | -4.4% | -$4.89万 | 减仓 |
| WFC | WELLS FARGO & CO | $106.61万 | 0.22% | 13,391 | 14 | 0.1% | $1,115 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $109.08万 | 0.23% | 36,990 | -34,857 | -48.5% | -$102.79万 | 减仓 |
| — | EXXON MOBIL CORP | $117.15万 | 0.24% | 6,905 | -6,437 | -48.2% | -$109.21万 | 减仓 |
| AMZN | AMAZON COM INC | $121.21万 | 0.25% | 5,820 | 153 | 2.7% | $3.19万 | 加仓 |
| BIL | SPDR SERIES TRUST | $124.74万 | 0.26% | 13,611 | -18,891 | -58.1% | -$173.12万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $130.98万 | 0.27% | 15,439 | 1,535 | 11.0% | $13.02万 | 加仓 |
| — | PUTNAM ETF TRUST | $135.82万 | 0.28% | 186,566 | -1,630 | -0.9% | -$1.19万 | 减仓 |
| SLV | ISHARES SILVER TR | $139.22万 | 0.29% | 20,431 | -6,590 | -24.4% | -$44.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $160.25万 | 0.33% | 2,776 | 201 | 7.8% | $11.60万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $167.62万 | 0.35% | 29,625 | 1,820 | 6.5% | $10.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $168.09万 | 0.35% | 5,714 | 12 | 0.2% | $3,530 | 加仓 |
| BAC | BANK AMERICA CORP | $174.53万 | 0.36% | 35,800 | 74 | 0.2% | $3,608 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $180.48万 | 0.37% | 42,427 | 4,650 | 12.3% | $19.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $182.62万 | 0.38% | 6,972 | -356 | -4.9% | -$9.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.20万 | 0.38% | 3,823 | -65 | -1.7% | -$3.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $183.64万 | 0.38% | 8,539 | 11 | 0.1% | $2,366 | 加仓 |