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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED SEC BANCSHARES CALIF | $0 | 0.00% | 0 | -1,203,437 | -100.0% | -$1,264.81万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,905 | -100.0% | -$117.15万 | 清仓 |
| KRP | KIMBELL RTY PARTNERS LP | $0 | 0.00% | 0 | -22,247 | -100.0% | -$32.19万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -736 | -100.0% | -$20.56万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -20,483 | -100.0% | -$18.19万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -13,042 | -100.0% | -$10.49万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -10,700 | -100.0% | -$8.81万 | 清仓 |
| PLUG | PLUG PWR INC | $4.07万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $9.01万 | 0.02% | 11,173 | 0 | 0.0% | — | 不变 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $14.54万 | 0.03% | 11,745 | 328 | 2.9% | $4,061 | 加仓 |
| PCG | PG&E CORP | $16.83万 | 0.03% | 10,005 | 10,005 | — | $16.83万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.20万 | 0.04% | 408 | 408 | — | $20.20万 | 新建仓 |
| SYY | SYSCO CORP | $20.49万 | 0.04% | 2,452 | 2,452 | — | $20.49万 | 新建仓 |
| F | FORD MTR CO | $20.71万 | 0.04% | 14,897 | 214 | 1.5% | $2,975 | 加仓 |
| IUSB | ISHARES TR | $21.06万 | 0.04% | 4,564 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $21.37万 | 0.04% | 11,530 | -7,658 | -39.9% | -$14.19万 | 减仓 |
| PII | POLARIS INC | $21.44万 | 0.04% | 3,132 | 3,132 | — | $21.44万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.56万 | 0.04% | 1,167 | 1,167 | — | $21.56万 | 新建仓 |
| QEFA | SPDR INDEX SHS FDS | $21.58万 | 0.04% | 2,248 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $21.90万 | 0.04% | 965 | 4 | 0.4% | $908 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.35万 | 0.04% | 221 | 221 | — | $22.35万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $22.57万 | 0.04% | 11,803 | 194 | 1.7% | $3,709 | 加仓 |
| DVY | ISHARES TR | $22.66万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.74万 | 0.04% | 2,591 | -280 | -9.8% | -$2.46万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $22.85万 | 0.04% | 2,117 | 51 | 2.5% | $5,505 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.25万 | 0.04% | 6,324 | 358 | 6.0% | $1.32万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $23.29万 | 0.04% | 4,015 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $24.00万 | 0.05% | 3,224 | 33 | 1.0% | $2,457 | 加仓 |
| SDY | SPDR SERIES TRUST | $24.35万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $24.40万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.54万 | 0.05% | 3,183 | -503 | -13.6% | -$3.88万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $24.86万 | 0.05% | 4,914 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $26.14万 | 0.05% | 3,661 | 100 | 2.8% | $7,140 | 加仓 |
| SRE | SEMPRA | $26.24万 | 0.05% | 2,830 | 15 | 0.5% | $1,391 | 加仓 |
| MBB | ISHARES TR | $26.44万 | 0.05% | 2,797 | 500 | 21.8% | $4.73万 | 加仓 |
| QUAL | ISHARES TR | $26.79万 | 0.05% | 1,221 | -42 | -3.3% | -$9,216 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $26.90万 | 0.05% | 3,955 | 3,955 | — | $26.90万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $26.94万 | 0.05% | 21,277 | 21,277 | — | $26.94万 | 新建仓 |
| ARKQ | ARK ETF TR | $26.97万 | 0.05% | 2,040 | -359 | -15.0% | -$4.75万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.43万 | 0.05% | 525 | 525 | — | $27.43万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.47万 | 0.05% | 1,873 | 1,873 | — | $27.47万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.59万 | 0.05% | 382 | 382 | — | $27.59万 | 新建仓 |
| UMBF | UMB FINL CORP | $27.67万 | 0.05% | 1,938 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $28.15万 | 0.05% | 3,677 | 108 | 3.0% | $8,267 | 加仓 |
| IWF | ISHARES TR | $29.10万 | 0.05% | 2,343 | 3 | 0.1% | $373 | 加仓 |
| ABBV | ABBVIE INC | $29.59万 | 0.06% | 1,176 | -42 | -3.4% | -$1.06万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $29.76万 | 0.06% | 25,590 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.02万 | 0.06% | 875 | 121 | 16.0% | $4.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.96万 | 0.06% | 908 | 908 | — | $30.96万 | 新建仓 |
| VGUS | VANGUARD INSTL INDEX FD | $32.19万 | 0.06% | 4,255 | -975 | -18.6% | -$7.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.30万 | 0.06% | 1,149 | 3 | 0.3% | $843 | 加仓 |
| CMI | CUMMINS INC | $32.44万 | 0.06% | 455 | 33 | 7.8% | $2.35万 | 加仓 |
| GEV | GE VERNOVA INC | $33.26万 | 0.06% | 283 | 23 | 8.8% | $2.70万 | 加仓 |
| LLY | ELI LILLY & CO | $33.94万 | 0.06% | 283 | 37 | 15.0% | $4.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.54万 | 0.07% | 8,393 | 265 | 3.3% | $1.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.05万 | 0.07% | 5,060 | 201 | 4.1% | $1.43万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $39.29万 | 0.07% | 1,190 | 3 | 0.3% | $990 | 加仓 |
| CSX | CSX CORP | $41.60万 | 0.08% | 8,752 | 508 | 6.2% | $2.41万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $41.70万 | 0.08% | 3,664 | 23 | 0.6% | $2,618 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.08万 | 0.08% | 724 | 724 | — | $42.08万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.33万 | 0.08% | 7,672 | -2,394 | -23.8% | -$13.52万 | 减仓 |
| PFE | PFIZER INC | $43.73万 | 0.08% | 18,158 | 2,363 | 15.0% | $5.69万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $43.99万 | 0.08% | 13,759 | 52 | 0.4% | $1,662 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $44.30万 | 0.08% | 36,555 | 177 | 0.5% | $2,145 | 加仓 |
| IVV | ISHARES TR | $44.48万 | 0.08% | 594 | 228 | 62.3% | $17.07万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $46.63万 | 0.09% | 9,105 | -7,209 | -44.2% | -$36.92万 | 减仓 |
| AMGN | AMGEN INC | $47.84万 | 0.09% | 1,321 | -4 | -0.3% | -$1,448 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $51.79万 | 0.10% | 16,331 | -284 | -1.7% | -$9,006 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $52.12万 | 0.10% | 6,689 | 102 | 1.5% | $7,947 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $53.02万 | 0.10% | 6,940 | -1,566 | -18.4% | -$11.96万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $55.94万 | 0.11% | 20,469 | -50 | -0.2% | -$1,367 | 减仓 |
| HD | HOME DEPOT INC | $56.07万 | 0.11% | 1,590 | 29 | 1.9% | $1.02万 | 加仓 |
| AVGO | BROADCOM INC | $57.49万 | 0.11% | 1,522 | 4 | 0.3% | $1,511 | 加仓 |
| MO | ALTRIA GROUP INC | $57.73万 | 0.11% | 8,024 | 845 | 11.8% | $6.08万 | 加仓 |
| GLD | SPDR GOLD TR | $58.57万 | 0.11% | 1,590 | 46 | 3.0% | $1.69万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $60.15万 | 0.11% | 7,754 | 3,875 | 99.9% | $30.06万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $62.08万 | 0.12% | 3,754 | 170 | 4.7% | $2.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.30万 | 0.12% | 2,453 | 121 | 5.2% | $3.07万 | 加仓 |
| META | META PLATFORMS INC | $62.92万 | 0.12% | 1,117 | 38 | 3.5% | $2.14万 | 加仓 |
| T | AT&T INC | $63.09万 | 0.12% | 30,478 | 309 | 1.0% | $6,396 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $66.74万 | 0.13% | 53,261 | 202 | 0.4% | $2,531 | 加仓 |
| PEP | PEPSICO INC | $68.03万 | 0.13% | 5,025 | 209 | 4.3% | $2.83万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $69.72万 | 0.13% | 1,209 | 1 | 0.1% | $577 | 加仓 |
| CSCO | CISCO SYS INC | $75.20万 | 0.14% | 6,402 | 3 | 0.0% | $352 | 加仓 |
| VOT | VANGUARD INDEX FDS | $75.59万 | 0.14% | 2,468 | 1 | 0.0% | $306 | 加仓 |
| GOOG | ALPHABET INC | $76.90万 | 0.15% | 2,176 | 270 | 14.2% | $9.54万 | 加仓 |
| GOOGL | ALPHABET INC | $77.14万 | 0.15% | 2,158 | 266 | 14.1% | $9.51万 | 加仓 |
| FLXR | TCW ETF TRUST | $80.55万 | 0.15% | 20,543 | -1,070 | -5.0% | -$4.20万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $82.39万 | 0.16% | 21,705 | 7 | 0.0% | $266 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $82.78万 | 0.16% | 7,700 | -2 | -0.0% | -$215 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $84.17万 | 0.16% | 2,778 | 104 | 3.9% | $3.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.76万 | 0.16% | 906 | -15 | -1.6% | -$1.40万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $88.36万 | 0.17% | 8,722 | -413 | -4.5% | -$4.18万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $99.29万 | 0.19% | 28,679 | -8,311 | -22.5% | -$28.77万 | 减仓 |
| SLV | ISHARES SILVER TR | $108.58万 | 0.20% | 20,306 | -125 | -0.6% | -$6,684 | 减仓 |
| WFC | WELLS FARGO & CO | $110.68万 | 0.21% | 13,393 | 2 | 0.0% | $165 | 加仓 |
| BIL | SPDR SERIES TRUST | $117.34万 | 0.22% | 12,804 | -807 | -5.9% | -$7.40万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $122.67万 | 0.23% | 14,241 | -369 | -2.5% | -$3.18万 | 减仓 |
| CAT | CATERPILLAR INC | $128.67万 | 0.24% | 1,208 | -67 | -5.3% | -$7.14万 | 减仓 |
| — | PUTNAM ETF TRUST | $138.43万 | 0.26% | 186,566 | 0 | 0.0% | — | 不变 |