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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $30.02万 | 0.06% | 875 | 121 | 16.0% | $4.15万 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $29.76万 | 0.06% | 25,590 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.59万 | 0.06% | 1,176 | -42 | -3.4% | -$1.06万 | 减仓 |
| IWF | ISHARES TR | $29.10万 | 0.05% | 2,343 | 3 | 0.1% | $373 | 加仓 |
| EFV | ISHARES TR | $28.15万 | 0.05% | 3,677 | 108 | 3.0% | $8,267 | 加仓 |
| UMBF | UMB FINL CORP | $27.67万 | 0.05% | 1,938 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $27.59万 | 0.05% | 382 | 382 | — | $27.59万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.47万 | 0.05% | 1,873 | 1,873 | — | $27.47万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.43万 | 0.05% | 525 | 525 | — | $27.43万 | 新建仓 |
| ARKQ | ARK ETF TR | $26.97万 | 0.05% | 2,040 | -359 | -15.0% | -$4.75万 | 减仓 |
| BIZD | VANECK ETF TRUST | $26.94万 | 0.05% | 21,277 | 21,277 | — | $26.94万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $26.90万 | 0.05% | 3,955 | 3,955 | — | $26.90万 | 新建仓 |
| QUAL | ISHARES TR | $26.79万 | 0.05% | 1,221 | -42 | -3.3% | -$9,216 | 减仓 |
| MBB | ISHARES TR | $26.44万 | 0.05% | 2,797 | 500 | 21.8% | $4.73万 | 加仓 |
| SRE | SEMPRA | $26.24万 | 0.05% | 2,830 | 15 | 0.5% | $1,391 | 加仓 |
| NFLX | NETFLIX INC. | $26.14万 | 0.05% | 3,661 | 100 | 2.8% | $7,140 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $24.86万 | 0.05% | 4,914 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.54万 | 0.05% | 3,183 | -503 | -13.6% | -$3.88万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $24.40万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $24.35万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $24.00万 | 0.05% | 3,224 | 33 | 1.0% | $2,457 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $23.29万 | 0.04% | 4,015 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.25万 | 0.04% | 6,324 | 358 | 6.0% | $1.32万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $22.85万 | 0.04% | 2,117 | 51 | 2.5% | $5,505 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.74万 | 0.04% | 2,591 | -280 | -9.8% | -$2.46万 | 减仓 |
| DVY | ISHARES TR | $22.66万 | 0.04% | 1,450 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $22.57万 | 0.04% | 11,803 | 194 | 1.7% | $3,709 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.35万 | 0.04% | 221 | 221 | — | $22.35万 | 新建仓 |
| IVE | ISHARES TR | $21.90万 | 0.04% | 965 | 4 | 0.4% | $908 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $21.58万 | 0.04% | 2,248 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.56万 | 0.04% | 1,167 | 1,167 | — | $21.56万 | 新建仓 |
| PII | POLARIS INC | $21.44万 | 0.04% | 3,132 | 3,132 | — | $21.44万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $21.37万 | 0.04% | 11,530 | -7,658 | -39.9% | -$14.19万 | 减仓 |
| IUSB | ISHARES TR | $21.06万 | 0.04% | 4,564 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $20.71万 | 0.04% | 14,897 | 214 | 1.5% | $2,975 | 加仓 |
| SYY | SYSCO CORP | $20.49万 | 0.04% | 2,452 | 2,452 | — | $20.49万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.20万 | 0.04% | 408 | 408 | — | $20.20万 | 新建仓 |
| PCG | PG&E CORP | $16.83万 | 0.03% | 10,005 | 10,005 | — | $16.83万 | 新建仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $14.54万 | 0.03% | 11,745 | 328 | 2.9% | $4,061 | 加仓 |
| — | FRANKLIN UNVL TR | $9.01万 | 0.02% | 11,173 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.07万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | 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 |