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
JGRO J P MORGAN EXCHANGE TRADED F $30.25万0.03%3,579 -3,258-47.7% -$27.54万 减仓
BCSF BAIN CAP SPECIALTY FIN INC $30.30万0.03%24,432 -489-2.0% -$6,064 减仓
IRM IRON MTN INC DEL $30.49万0.03%2,980 250.8% $2,558 加仓
WELL WELLTOWER INC $30.59万0.03%1,547 342.2% $6,722 加仓
MDYG SPDR SERIES TRUST $30.64万0.03%3,193 -175-5.2% -$1.68万 减仓
MPC MARATHON PETE CORP $30.78万0.03%1,261 80.6% $1,953 加仓
GRID FIRST TR EXCHANGE-TRADED FD $30.84万0.03%1,885 20412.1% $3.34万 加仓
NJUL INNOVATOR ETFS TRUST $30.99万0.03%4,339 00.0% — 不变
— HONEYWELL INTL INC $31.58万0.03%1,397 1017.8% $2.28万 加仓
IVW ISHARES TR $31.68万0.03%2,801 00.0% — 不变
IUSG ISHARES TR $32.05万0.03%2,066 00.0% — 不变
ESGE ISHARES INC $32.30万0.03%7,103 -3,494-33.0% -$15.89万 减仓
IDV ISHARES TR $32.54万0.03%7,645 -225-2.9% -$9,576 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $32.66万0.04%11,076 -65-0.6% -$1,917 减仓
PDP INVESCO EXCHANGE TRADED FD T $33.38万0.04%2,765 00.0% — 不变
FBCG FIDELITY COVINGTON TRUST $33.49万0.04%6,683 -10,455-61.0% -$52.40万 减仓
NULV NUSHARES ETF TR $33.85万0.04%7,440 00.0% — 不变
DELL DELL TECHNOLOGIES INC $33.98万0.04%2,070 -42-2.0% -$6,894 减仓
TRV TRAVELERS COMPANIES INC $34.13万0.04%1,170 60.5% $1,750 加仓
XLY SELECT SECTOR SPDR TR $34.33万0.04%3,150 -99,527-96.9% -$1,084.53万 减仓
SYM SYMBOTIC INC $34.47万0.04%6,479 -78-1.2% -$4,150 减仓
COP CONOCOPHILLIPS $34.75万0.04%2,633 10.0% $132 加仓
CRM SALESFORCE INC $35.34万0.04%1,893 -191-9.2% -$3.57万 减仓
CAT CATERPILLAR INC $35.71万0.04%504 504— $35.71万 新建仓
FTCB FIRST TR EXCHANGE-TRADED FD $35.77万0.04%17,065 2321.4% $4,863 加仓
ESML ISHARES TR $35.84万0.04%7,622 7,622— $35.84万 新建仓
BUFF INNOVATOR ETFS TRUST $35.95万0.04%7,275 -2,221-23.4% -$10.97万 减仓
LOW LOWES COS INC $36.03万0.04%1,525 -10-0.7% -$2,362 减仓
MUB ISHARES TR $36.11万0.04%3,402 -230-6.3% -$2.44万 减仓
EEMV ISHARES INC $36.60万0.04%5,654 2,33070.1% $15.08万 加仓
ANET ARISTA NETWORKS INC $36.78万0.04%2,996 2238.0% $2.74万 加仓
BITB BITWISE BITCOIN ETF TR $36.89万0.04%10,021 1,02711.4% $3.78万 加仓
BALI BLACKROCK ETF TRUST $37.19万0.04%12,070 2241.9% $6,902 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $37.26万0.04%13,307 -2-0.0% -$56 减仓
ORCL ORACLE CORP $37.70万0.04%2,563 89954.0% $13.22万 加仓
CMDT PIMCO ETF TR $37.75万0.04%11,699 2,79231.3% $9.01万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $38.20万0.04%22,618 6,41039.5% $10.83万 加仓
MAMA MAMAS CREATIONS INC $38.35万0.04%25,000 00.0% — 不变
ATFV THE ALGER ETF TRUST $38.65万0.04%12,320 2,88130.5% $9.04万 加仓
XSHQ INVESCO EXCH TRADED FD TR II $38.75万0.04%9,192 -297-3.1% -$1.25万 减仓
GLW CORNING INC $38.79万0.04%2,853 2,853— $38.79万 新建仓
IVE ISHARES TR $38.82万0.04%1,839 20.1% $422 加仓
DE DEERE & CO $39.29万0.04%697 -69-9.0% -$3.89万 减仓
PFS PROVIDENT FINL SVCS INC $39.35万0.04%18,597 00.0% — 不变
DFEB FIRST TR EXCHNG TRADED FD VI $40.12万0.04%8,470 -682-7.5% -$3.23万 减仓
PEP PEPSICO INC $41.51万0.04%2,673 662.5% $1.02万 加仓
ROE EA SERIES TRUST $41.56万0.04%11,729 -607-4.9% -$2.15万 减仓
SCHO SCHWAB STRATEGIC TR $41.81万0.04%17,229 00.0% — 不变
C CITIGROUP INC $42.10万0.05%3,712 60.2% $681 加仓
ASTS AST SPACEMOBILE INC $42.21万0.05%5,094 -85-1.6% -$7,044 减仓
ABT ABBOTT LABORATORIES $42.53万0.05%4,142 -31-0.7% -$3,183 减仓
BNDX VANGUARD CHARLOTTE FDS $42.86万0.05%8,920 -4,847-35.2% -$23.29万 减仓
ELM SERIES PORTFOLIOS TR $43.25万0.05%15,947 15,947— $43.25万 新建仓
DUK DUKE ENERGY CORP NEW $43.55万0.05%3,326 1514.8% $1.98万 加仓
MCD MCDONALDS CORP $43.83万0.05%1,410 765.7% $2.36万 加仓
PNQI INVESCO EXCHANGE TRADED FD T $44.35万0.05%9,915 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $45.04万0.05%22,950 -1,303-5.4% -$2.56万 减仓
ZECP ZACKS TRUST $45.17万0.05%13,353 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $45.17万0.05%16,787 470.3% $1,265 加仓
PNC PNC FINL SVCS GROUP INC $45.23万0.05%2,174 10.0% $208 加仓
DSI ISHARES TR $45.40万0.05%3,746 00.0% — 不变
BAB INVESCO EXCH TRADED FD TR II $45.69万0.05%16,947 -6,501-27.7% -$17.53万 减仓
EXC EXELON CORP $45.83万0.05%9,349 -23-0.2% -$1,128 减仓
NLR VANECK ETF TRUST $45.96万0.05%3,450 1,28859.6% $17.16万 加仓
FSK FS KKR CAP CORP $46.28万0.05%45,393 -5,044-10.0% -$5.14万 减仓
BX BLACKSTONE INC $47.14万0.05%4,099 -106-2.5% -$1.22万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $47.74万0.05%8,691 4,678116.6% $25.70万 加仓
BLK BLACKROCK INC $47.76万0.05%497 40.8% $3,844 加仓
VRT VERTIV HOLDINGS CO $47.81万0.05%1,908 402.1% $1.00万 加仓
NEE NEXTERA ENERGY INC $48.74万0.05%5,248 2404.8% $2.23万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $48.82万0.05%10,507 1251.2% $5,809 加仓
ITOT ISHARES TR $49.39万0.05%3,468 120.3% $1,709 加仓
BMY BRISTOL-MYERS SQUIBB CO $49.46万0.05%8,155 -4,219-34.1% -$25.59万 减仓
FEZ SPDR INDEX SHS FDS $50.35万0.05%8,110 1,09115.5% $6.77万 加仓
SPDW SPDR INDEX SHS FDS $50.43万0.05%11,046 -592-5.1% -$2.70万 减仓
DNL WISDOMTREE TR $51.73万0.06%12,815 -397-3.0% -$1.60万 减仓
IBIT ISHARES BITCOIN TRUST ETF $52.47万0.06%13,658 3,76338.0% $14.46万 加仓
QCOM QUALCOMM INC $52.49万0.06%4,076 -6-0.1% -$773 减仓
GQQQ EA SERIES TRUST $52.57万0.06%18,266 1610.9% $4,634 加仓
MTUM ISHARES TR $53.72万0.06%2,238 00.0% — 不变
TQQQ PROSHARES TR $53.79万0.06%12,907 00.0% — 不变
— ISHARES TR $54.02万0.06%4,054 00.0% — 不变
ALLW SSGA ACTIVE TR $54.24万0.06%18,802 18,802— $54.24万 新建仓
ACYN FIRST TR EXCHANGE-TRADED FD $54.52万0.06%26,750 26,750— $54.52万 新建仓
SUB ISHARES TR $54.54万0.06%5,121 210.4% $2,237 加仓
EAGG ISHARES TR $54.84万0.06%11,532 -652-5.4% -$3.10万 减仓
SMMU PIMCO ETF TR $54.91万0.06%10,884 750.7% $3,784 加仓
BAC BANK AMERICA CORP $56.72万0.06%11,634 -190-1.6% -$9,263 减仓
KHC KRAFT HEINZ CO $56.86万0.06%25,283 -5,140-16.9% -$11.56万 减仓
— INNOVATOR ETFS TRUST $57.06万0.06%14,504 00.0% — 不变
IEMG ISHARES INC $57.07万0.06%8,182 110.1% $767 加仓
UNP UNION PAC CORP $57.07万0.06%2,352 90.4% $2,184 加仓
SIVR ABRDN SILVER ETF TRUST $57.21万0.06%7,989 82511.5% $5.91万 加仓
ENFR ALPS ETF TR $57.38万0.06%15,016 -419-2.7% -$1.60万 减仓
DTCR GLOBAL X FDS $58.03万0.06%24,220 7,88548.3% $18.89万 加仓
VEA VANGUARD TAX-MANAGED FDS $58.59万0.06%9,143 6497.6% $4.16万 加仓
ASML ASML HLDG NV $58.71万0.06%445 317.5% $4.09万 加仓
AMD ADVANCED MICRO DEVICES INC $59.06万0.06%2,903 1666.1% $3.38万 加仓
BJAN INNOVATOR ETFS TRUST $60.04万0.06%11,259 -803-6.7% -$4.28万 减仓
SPAB SPDR SERIES TRUST $60.05万0.06%23,440 -4,144-15.0% -$10.62万 减仓