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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $27.36万 | 0.06% | 2,815 | 14 | 0.5% | $1,361 | 加仓 |
| ARKQ | ARK ETF TR | $26.98万 | 0.06% | 2,399 | 113 | 4.9% | $1.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.67万 | 0.06% | 2,871 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $26.54万 | 0.06% | 3,569 | -148 | -4.0% | -$1.10万 | 减仓 |
| ABBV | ABBVIE INC | $26.50万 | 0.05% | 1,218 | -87 | -6.7% | -$1.89万 | 减仓 |
| IWF | ISHARES TR | $24.99万 | 0.05% | 585 | 57 | 10.8% | $2.43万 | 加仓 |
| IJH | ISHARES TR | $24.89万 | 0.05% | 3,686 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $24.52万 | 0.05% | 4,914 | -200 | -3.9% | -$9,978 | 减仓 |
| QUAL | ISHARES TR | $24.23万 | 0.05% | 1,263 | 42 | 3.4% | $8,056 | 加仓 |
| IVV | ISHARES TR | $23.91万 | 0.05% | 366 | 23 | 6.7% | $1.50万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $23.81万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $23.35万 | 0.05% | 3,191 | 3,191 | — | $23.35万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $23.35万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.80万 | 0.05% | 754 | -115 | -13.2% | -$3.48万 | 减仓 |
| CMI | CUMMINS INC | $22.74万 | 0.05% | 422 | 1 | 0.2% | $539 | 加仓 |
| GEV | GE VERNOVA INC | $22.71万 | 0.05% | 260 | 260 | — | $22.71万 | 新建仓 |
| LLY | ELI LILLY & CO | $22.63万 | 0.05% | 246 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.58万 | 0.05% | 5,966 | -1,084 | -15.4% | -$4.10万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $22.41万 | 0.05% | 11,609 | 201 | 1.8% | $3,880 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $22.35万 | 0.05% | 4,015 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.95万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $21.86万 | 0.05% | 1,938 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $21.81万 | 0.05% | 2,297 | 2,297 | — | $21.81万 | 新建仓 |
| IUSB | ISHARES TR | $21.08万 | 0.04% | 4,564 | -3,011 | -39.7% | -$13.91万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $20.97万 | 0.04% | 2,248 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.56万 | 0.04% | 736 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $20.29万 | 0.04% | 961 | 3 | 0.3% | $634 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $20.18万 | 0.04% | 2,066 | 16 | 0.8% | $1,563 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $18.19万 | 0.04% | 20,483 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $16.95万 | 0.04% | 14,683 | 61 | 0.4% | $704 | 加仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $13.84万 | 0.03% | 11,417 | 637 | 5.9% | $7,720 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $10.49万 | 0.02% | 13,042 | 1,007 | 8.4% | $8,097 | 加仓 |
| — | FRANKLIN UNVL TR | $8.95万 | 0.02% | 11,173 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $8.81万 | 0.02% | 10,700 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $3.39万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,155 | -100.0% | -$24.51万 | 清仓 |