13F 机构持仓

Onyx Bridge Wealth Group LLC

TARRYTOWN NY · SEC CIK 0001819476

2026Q22026Q1 更早 9 个季度 🔒
$9.30亿2026Q1 申报市值
373持仓数
30.7%前十大占比 · 第一大 10.5%
21 / 13新建仓 / 清仓
申报市值走势$11.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.5%
QQQ 3.2%
CGDV 2.8%
VUG 2.6%
AAPL 2.5%
WTV 2.1%
NVDA 1.9%
VIG 1.8%
FLXR 1.6%
CGDG 1.6%

2026Q1 买入最多 按季末市值估算

XLU 加仓+$1,122.65万
JPIB 加仓+$845.97万
PULS 加仓+$826.94万
VUG 加仓+$637.02万
VMBS 加仓+$488.50万

2026Q1 卖出最多 按季末市值估算

XLY 减仓-$1,084.53万
IVV 减仓-$949.57万
AVUV 减仓-$644.71万
IGIB 减仓-$448.22万
OEF 减仓-$308.97万

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
EWG ISHARES INC $00.00%0 -33,596-100.0% -$142.78万 清仓
— SSGA ACTIVE TR $00.00%0 -40,919-100.0% -$106.55万 清仓
SMA SMARTSTOP SELF STORAG REIT I $00.00%0 -14,983-100.0% -$46.37万 清仓
FLHY FRANKLIN TEMPLETON ETF TR $00.00%0 -14,850-100.0% -$36.26万 清仓
ADBE ADOBE INC $00.00%0 -979-100.0% -$34.26万 清仓
DGRW WISDOMTREE TR $00.00%0 -3,178-100.0% -$28.42万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -3,729-100.0% -$25.49万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 —— — 申报中断
MSIF MSC INCOME FUND INC $00.00%0 -17,987-100.0% -$23.63万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 —— — 申报中断
IXUS ISHARES TR $00.00%0 —— — 申报中断
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
OWL BLUE OWL CAPITAL INC $00.00%0 -13,879-100.0% -$20.73万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -1,320-100.0% -$20.43万 清仓
FXH FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
SMFG SUMITOMO MITSUI FINL GROUP I $00.00%0 -10,000-100.0% -$19.33万 清仓
MUFG MITSUBISHI UFJ FINL GROUP IN $00.00%0 -10,000-100.0% -$15.86万 清仓
TV GRUPO TELEVISA S A B $00.00%0 -16,250-100.0% -$4.73万 清仓
— TALPHERA INC $8,5890.00%11,500 00.0% — 不变
GERN GERON CORP $1.49万0.00%10,000 00.0% — 不变
— EURO TECH HOLDINGS CO LTD $1.98万0.00%16,900 1,60010.5% $1,873 加仓
— AKEBIA THREAPEUTICS INC $2.08万0.00%15,000 00.0% — 不变
EVC ENTRAVISION COMMUNICATIONS C $3.56万0.00%12,000 00.0% — 不变
PSEC PROSPECT CAP CORP $4.14万0.00%15,872 2001.3% $522 加仓
SG SWEETGREEN INC $5.61万0.01%10,800 -1,998-15.6% -$1.04万 重新持有
RXRX RECURSION PHARMACEUTICALS IN $5.89万0.01%19,200 2,00011.6% $6,140 加仓
NIO NIO INC $6.47万0.01%10,733 00.0% — 不变
QS QUANTUMSCAPE CORP $6.54万0.01%10,250 10,250— $6.54万 新建仓
— SIGA TECHNOLOGIES INC $6.96万0.01%13,000 00.0% — 不变
NOK NOKIA CORP $9.71万0.01%12,080 00.0% — 不变
— NUVEEN CORE PLUS IMPACT FUND $10.46万0.01%10,267 00.0% — 不变
ABEV AMBEV SA $10.91万0.01%37,368 00.0% — 不变
— ABRDN GLOBAL DYNAMIC DIVIDEN $11.29万0.01%10,449 390.4% $421 加仓
LAND GLADSTONE LD CORP $11.69万0.01%11,464 1231.1% $1,255 加仓
DHC DIVERSIFIED HEALTHCARE TR $12.22万0.01%18,400 00.0% — 不变
XEVVX EATON VANCE LIMITED DURATION $13.35万0.01%14,130 4833.5% $4,564 加仓
GGN GAMCO GLOBAL GOLD NAT RES & $14.91万0.02%28,024 00.0% — 不变
SMR NUSCALE PWR CORP $16.58万0.02%15,293 9,178150.1% $9.95万 重新持有
PDO PIMCO DYNAMIC INCOME OPRNTS $17.02万0.02%13,167 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $17.18万0.02%30,949 1,9976.9% $1.11万 加仓
ONDS ONDAS INC $18.98万0.02%21,000 21,000— $18.98万 新建仓
PFFD GLOBAL X FDS $19.06万0.02%10,357 1481.4% $2,723 加仓
UUUU ENERGY FUELS INC $19.48万0.02%10,674 00.0% — 不变
GSK GSK PLC $20.04万0.02%3,629 3,629— $20.04万 新建仓
XSD SPDR SERIES TRUST $20.10万0.02%616 616— $20.10万 新建仓
AB ALLIANCEBERNSTEIN HLDG L P $20.22万0.02%5,400 5,400— $20.22万 新建仓
SPXL DIREXION SHARES ETF TRUST $20.31万0.02%1,098 181.7% $3,329 加仓
ECOW PACER FDS TR $20.53万0.02%7,698 7,698— $20.53万 新建仓
RODM LATTICE STRATEGIES TR $20.55万0.02%5,212 5,212— $20.55万 新建仓
SLV ISHARES SILVER TR $20.58万0.02%3,020 3,020— $20.58万 新建仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $20.62万0.02%18,341 2491.4% $2,799 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $20.73万0.02%960 00.0% — 不变
SIL GLOBAL X FDS $20.77万0.02%2,306 2,306— $20.77万 新建仓
ONEQ FIDELITY COMWLTH TR $20.97万0.02%2,469 150.6% $1,274 加仓
SBUX STARBUCKS CORP $20.98万0.02%2,341 -30-1.3% -$2,688 重新持有
IEFA ISHARES TR $21.02万0.02%2,322 -160-6.4% -$1.45万 减仓
FVAL FIDELITY COVINGTON TRUST $21.13万0.02%3,044 00.0% — 不变
SPSM SPDR SERIES TRUST $21.16万0.02%4,379 -1,967-31.0% -$9.51万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $21.66万0.02%3,456 42414.0% $2.66万 加仓
TECL DIREXION SHARES ETF TRUST $21.67万0.02%2,504 40.2% $346 加仓
VRTX VERTEX PHARMACEUTICALS INC $22.06万0.02%494 30.6% $1,340 加仓
MAR MARRIOTT INTL INC NEW $22.15万0.02%677 30.4% $981 加仓
ISTB ISHARES TR $22.26万0.02%4,593 -8,876-65.9% -$43.01万 减仓
ISRG INTUITIVE SURGICAL INC $22.27万0.02%483 378.3% $1.71万 加仓
AOR ISHARES TR $22.31万0.02%3,467 -12-0.3% -$772 减仓
GHYG ISHARES INC $22.37万0.02%4,958 -3,104-38.5% -$14.00万 减仓
MGC VANGUARD WORLD FD $22.55万0.02%954 00.0% — 不变
EBND SPDR SERIES TRUST $22.60万0.02%10,949 -16,954-60.8% -$34.99万 减仓
INTU INTUIT $22.75万0.02%526 11026.4% $4.76万 加仓
— DIREXION SHARES ETF TRUST $22.75万0.02%2,485 80.3% $733 加仓
USRT ISHARES TR $23.24万0.02%3,926 -106-2.6% -$6,274 减仓
D DOMINION ENERGY INC $23.27万0.03%3,764 621.7% $3,833 加仓
SHEL SHELL PLC $23.33万0.03%2,508 2,508— $23.33万 新建仓
— EA SERIES TRUST $23.81万0.03%9,475 -162-1.7% -$4,072 减仓
FE FIRSTENERGY CORP $23.98万0.03%4,734 -25-0.5% -$1,267 减仓
MINT PIMCO ETF TR $24.33万0.03%2,419 30314.3% $3.05万 加仓
RTX RTX CORPORATION $24.44万0.03%1,267 443.6% $8,488 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $24.96万0.03%20,145 9,86295.9% $12.22万 加仓
DVY ISHARES TR $25.09万0.03%1,657 -194-10.5% -$2.94万 减仓
— FIRST TR EXCHANGE-TRADED FD $25.23万0.03%8,864 -17-0.2% -$484 减仓
RISR TIDAL TRUST I $25.41万0.03%7,016 -393-5.3% -$1.42万 减仓
WMB WILLIAMS COS INC $25.70万0.03%3,532 190.5% $1,383 加仓
NOW SERVICENOW INC $26.00万0.03%2,487 522.1% $5,437 加仓
ICOW PACER FDS TR $26.21万0.03%6,177 -348-5.3% -$1.48万 减仓
AXP AMERICAN EXPRESS CO $26.27万0.03%869 303.6% $9,070 加仓
MMM 3M CO $26.39万0.03%1,817 -46-2.5% -$6,681 减仓
LIN LINDE PLC $27.07万0.03%546 10.2% $496 加仓
QDVO AMPLIFY ETF TR $27.11万0.03%10,173 -1,948-16.1% -$5.19万 减仓
EFA ISHARES TR $27.27万0.03%2,807 -169-5.7% -$1.64万 减仓
EMHY ISHARES INC $27.51万0.03%6,985 6,985— $27.51万 新建仓
SNOW SNOWFLAKE INC $28.10万0.03%1,863 18010.7% $2.71万 加仓
IAU ISHARES GOLD TR $29.00万0.03%3,289 3,289— $29.00万 新建仓
SCHW SCHWAB CHARLES CORP $29.17万0.03%3,104 461.5% $4,323 加仓
PANW PALO ALTO NETWORKS INC $29.26万0.03%1,825 512.9% $8,176 加仓
FNDX SCHWAB STRATEGIC TR $29.45万0.03%10,575 00.0% — 不变
XDEC FIRST TR EXCHNG TRADED FD VI $29.45万0.03%7,306 -229-3.0% -$9,231 减仓
XETYX EATON VANCE TAX-MANAGED DIVE $29.66万0.03%21,512 4162.0% $5,737 加仓
INTC INTEL CORP $29.75万0.03%6,740 -5,897-46.7% -$26.03万 减仓
IUS INVESCO EXCH TRD SLF IDX FD $29.84万0.03%5,153 -3,528-40.6% -$20.43万 减仓
NOBL PROSHARES TR $29.93万0.03%2,823 70033.0% $7.42万 加仓