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 |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | $6,000.77万 | 12.45% | 793,228 | 160,239 | 25.3% | $1,212.21万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,017.81万 | 6.26% | 1,151,834 | 102,008 | 9.7% | $267.26万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $2,668.60万 | 5.53% | 1,034,744 | 70,209 | 7.3% | $181.07万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,647.29万 | 5.49% | 580,292 | 61,233 | 11.8% | $279.34万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,314.41万 | 4.80% | 459,482 | -28,433 | -5.8% | -$143.22万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2,279.97万 | 4.73% | 288,385 | 23,681 | 8.9% | $187.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,274.42万 | 4.72% | 115,923 | 14,870 | 14.7% | $291.75万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,761.87万 | 3.65% | 372,489 | 18,094 | 5.1% | $85.58万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,368.35万 | 2.84% | 356,156 | 26,240 | 8.0% | $100.81万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,327.73万 | 2.75% | 135,607 | 18,078 | 15.4% | $177.00万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,270.69万 | 2.64% | 568,795 | 80,144 | 16.4% | $179.04万 | 加仓 |
| — | UNITED SEC BANCSHARES CALIF | $1,264.81万 | 2.62% | 1,203,437 | -14,983 | -1.2% | -$15.75万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,136.50万 | 2.36% | 263,506 | 67,292 | 34.3% | $290.23万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,132.76万 | 2.35% | 245,878 | 30,440 | 14.1% | $140.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,013.64万 | 2.10% | 16,963 | 567 | 3.5% | $33.88万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $932.58万 | 1.93% | 232,042 | 20,929 | 9.9% | $84.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $912.34万 | 1.89% | 82,587 | 6,654 | 8.8% | $73.51万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $886.39万 | 1.84% | 109,960 | 13,287 | 13.7% | $107.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $847.85万 | 1.76% | 29,523 | 2,583 | 9.6% | $74.18万 | 加仓 |
| BILZ | PIMCO ETF TR | $730.34万 | 1.51% | 72,332 | -6,032 | -7.7% | -$60.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $720.30万 | 1.49% | 19,458 | 90 | 0.5% | $3.33万 | 加仓 |
| AAPL | APPLE INC | $617.95万 | 1.28% | 24,348 | 538 | 2.3% | $13.65万 | 加仓 |
| MINO | PIMCO ETF TR | $588.43万 | 1.22% | 130,270 | -2,502 | -1.9% | -$11.30万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $565.27万 | 1.17% | 38,168 | -263 | -0.7% | -$3.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $544.40万 | 1.13% | 31,215 | 1,212 | 4.0% | $21.14万 | 加仓 |
| TSLA | TESLA INC | $534.61万 | 1.11% | 14,381 | -1,690 | -10.5% | -$62.83万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $510.76万 | 1.06% | 102,071 | 37,718 | 58.6% | $188.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $423.63万 | 0.88% | 78,377 | 9,231 | 13.4% | $49.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $394.39万 | 0.82% | 12,293 | 158 | 1.3% | $5.07万 | 加仓 |
| PWRD | TCW ETF TRUST | $303.83万 | 0.63% | 31,077 | 11,479 | 58.6% | $112.23万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $269.24万 | 0.56% | 55,103 | 12,315 | 28.8% | $60.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $267.03万 | 0.55% | 12,906 | -22 | -0.2% | -$4,552 | 减仓 |
| IAU | ISHARES GOLD TR | $237.59万 | 0.49% | 26,950 | -8,347 | -23.6% | -$73.59万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $223.00万 | 0.46% | 45,059 | 6,408 | 16.6% | $31.71万 | 加仓 |
| WMT | WALMART INC | $186.02万 | 0.39% | 14,967 | 156 | 1.1% | $1.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $184.38万 | 0.38% | 2,835 | 190 | 7.2% | $12.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $183.64万 | 0.38% | 8,539 | 11 | 0.1% | $2,366 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.20万 | 0.38% | 3,823 | -65 | -1.7% | -$3.11万 | 减仓 |
| VB | VANGUARD INDEX FDS | $182.62万 | 0.38% | 6,972 | -356 | -4.9% | -$9.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $180.48万 | 0.37% | 42,427 | 4,650 | 12.3% | $19.78万 | 加仓 |
| BAC | BANK AMERICA CORP | $174.53万 | 0.36% | 35,800 | 74 | 0.2% | $3,608 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $168.09万 | 0.35% | 5,714 | 12 | 0.2% | $3,530 | 加仓 |
| SPYV | SPDR SERIES TRUST | $167.62万 | 0.35% | 29,625 | 1,820 | 6.5% | $10.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $160.25万 | 0.33% | 2,776 | 201 | 7.8% | $11.60万 | 加仓 |
| SLV | ISHARES SILVER TR | $139.22万 | 0.29% | 20,431 | -6,590 | -24.4% | -$44.90万 | 减仓 |
| — | PUTNAM ETF TRUST | $135.82万 | 0.28% | 186,566 | -1,630 | -0.9% | -$1.19万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $130.98万 | 0.27% | 15,439 | 1,535 | 11.0% | $13.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $124.74万 | 0.26% | 13,611 | -18,891 | -58.1% | -$173.12万 | 减仓 |
| AMZN | AMAZON COM INC | $121.21万 | 0.25% | 5,820 | 153 | 2.7% | $3.19万 | 加仓 |
| — | EXXON MOBIL CORP | $117.15万 | 0.24% | 6,905 | -6,437 | -48.2% | -$109.21万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $109.08万 | 0.23% | 36,990 | -34,857 | -48.5% | -$102.79万 | 减仓 |
| WFC | WELLS FARGO & CO | $106.61万 | 0.22% | 13,391 | 14 | 0.1% | $1,115 | 加仓 |
| VUG | VANGUARD INDEX FDS | $106.36万 | 0.22% | 2,435 | -112 | -4.4% | -$4.89万 | 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 |
| VTES | VANGUARD WELLINGTON FD | $92.39万 | 0.19% | 9,135 | -47 | -0.5% | -$4,754 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.85万 | 0.19% | 921 | -14 | -1.5% | -$1.40万 | 减仓 |
| CAT | CATERPILLAR INC | $90.33万 | 0.19% | 1,275 | 13 | 1.0% | $9,210 | 加仓 |
| T | AT&T INC | $87.46万 | 0.18% | 30,169 | 142 | 0.5% | $4,117 | 加仓 |
| FLXR | TCW ETF TRUST | $84.87万 | 0.18% | 21,613 | 7,323 | 51.2% | $28.76万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $84.10万 | 0.17% | 16,314 | -3,447 | -17.4% | -$17.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $75.77万 | 0.16% | 7,702 | -298 | -3.7% | -$2.93万 | 减仓 |
| PEP | PEPSICO INC | $74.80万 | 0.16% | 4,816 | -209 | -4.2% | -$3.25万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $74.66万 | 0.15% | 21,698 | 2,856 | 15.2% | $9.83万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $71.13万 | 0.15% | 1,208 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $66.44万 | 0.14% | 1,544 | -666 | -30.1% | -$28.66万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $63.92万 | 0.13% | 8,506 | 1,666 | 24.4% | $12.52万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $63.54万 | 0.13% | 2,674 | -81 | -2.9% | -$1.92万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $63.51万 | 0.13% | 2,467 | -1 | -0.0% | -$257 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $63.14万 | 0.13% | 53,059 | 127 | 0.2% | $1,511 | 加仓 |
| INTC | INTEL CORP | $62.12万 | 0.13% | 14,075 | 249 | 1.8% | $1.10万 | 加仓 |
| META | META PLATFORMS INC | $61.73万 | 0.13% | 1,079 | 23 | 2.2% | $1.32万 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $60.11万 | 0.12% | 25,800 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.05万 | 0.12% | 10,066 | -19,669 | -66.1% | -$111.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.02万 | 0.12% | 2,332 | 11 | 0.5% | $2,689 | 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 |
| GOOG | ALPHABET INC | $54.69万 | 0.11% | 1,906 | 123 | 6.9% | $3.53万 | 加仓 |
| GOOGL | ALPHABET INC | $54.43万 | 0.11% | 1,892 | 30 | 1.6% | $8,631 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $51.65万 | 0.11% | 6,587 | 6,587 | — | $51.65万 | 新建仓 |
| HD | HOME DEPOT INC | $51.37万 | 0.11% | 1,561 | 538 | 52.6% | $17.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.97万 | 0.11% | 16,615 | -1,025 | -5.8% | -$3.14万 | 减仓 |
| CSCO | CISCO SYS INC | $49.65万 | 0.10% | 6,399 | 6 | 0.1% | $466 | 加仓 |
| MO | ALTRIA GROUP INC | $47.38万 | 0.10% | 7,179 | 74 | 1.0% | $4,883 | 加仓 |
| AVGO | BROADCOM INC | $46.98万 | 0.10% | 1,518 | -164 | -9.8% | -$5.08万 | 减仓 |
| AMGN | AMGEN INC | $46.62万 | 0.10% | 1,325 | 6 | 0.5% | $2,111 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $45.96万 | 0.10% | 13,707 | 80 | 0.6% | $2,683 | 加仓 |
| PFE | PFIZER INC | $44.35万 | 0.09% | 15,795 | -97 | -0.6% | -$2,724 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $42.38万 | 0.09% | 36,378 | 114 | 0.3% | $1,328 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.81万 | 0.08% | 8,128 | -1,520 | -15.8% | -$7.63万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $39.57万 | 0.08% | 5,230 | 205 | 4.1% | $1.55万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $39.11万 | 0.08% | 3,641 | 22 | 0.6% | $2,363 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $38.46万 | 0.08% | 3,584 | 13 | 0.4% | $1,395 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $34.64万 | 0.07% | 1,187 | 2 | 0.2% | $584 | 加仓 |
| ARCC | ARES CAPITAL CORP | $34.58万 | 0.07% | 19,188 | 698 | 3.8% | $1.26万 | 加仓 |
| NFLX | NETFLIX INC. | $34.24万 | 0.07% | 3,561 | 161 | 4.7% | $1.55万 | 加仓 |
| CSX | CSX CORP | $33.84万 | 0.07% | 8,244 | 13 | 0.2% | $534 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $32.19万 | 0.07% | 22,247 | 7,313 | 49.0% | $10.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.14万 | 0.06% | 4,859 | 53 | 1.1% | $3,396 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $30.10万 | 0.06% | 3,879 | 3,879 | — | $30.10万 | 新建仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $28.61万 | 0.06% | 25,590 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.79万 | 0.06% | 1,146 | 6 | 0.5% | $1,455 | 加仓 |