Onyx Bridge Wealth Group LLC
TARRYTOWN NY · SEC CIK 0001819476
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $61.17万 | 0.07% | 8,043 | 27 | 0.3% | $2,053 | 加仓 |
| GDX | VANECK ETF TRUST | $61.61万 | 0.07% | 6,713 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $62.85万 | 0.07% | 7,979 | -612 | -7.1% | -$4.82万 | 减仓 |
| RWR | SPDR SERIES TRUST | $62.93万 | 0.07% | 6,233 | -9,932 | -61.4% | -$100.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $63.23万 | 0.07% | 906 | -201 | -18.2% | -$14.03万 | 减仓 |
| ESGD | ISHARES TR | $63.38万 | 0.07% | 6,629 | -1,810 | -21.4% | -$17.31万 | 减仓 |
| GEV | GE VERNOVA INC | $63.48万 | 0.07% | 727 | 9 | 1.3% | $7,859 | 加仓 |
| GILD | GILEAD SCIENCES INC | $63.92万 | 0.07% | 4,586 | -455 | -9.0% | -$6.34万 | 减仓 |
| MTB | M & T BK CORP | $64.89万 | 0.07% | 3,139 | -479 | -13.2% | -$9.90万 | 减仓 |
| — | EA SERIES TRUST | $65.56万 | 0.07% | 20,595 | 20,595 | — | $65.56万 | 新建仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $66.00万 | 0.07% | 15,012 | -44 | -0.3% | -$1,934 | 减仓 |
| AMGN | AMGEN INC | $68.08万 | 0.07% | 1,935 | 60 | 3.2% | $2.11万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $69.00万 | 0.07% | 28,500 | -27,660 | -49.3% | -$66.96万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $69.08万 | 0.07% | 7,022 | -963 | -12.1% | -$9.47万 | 减仓 |
| — | TIDAL TRUST III | $69.18万 | 0.07% | 38,393 | 6,704 | 21.2% | $12.08万 | 加仓 |
| DIS | DISNEY WALT CO | $69.72万 | 0.07% | 7,233 | -65 | -0.9% | -$6,265 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $70.43万 | 0.08% | 9,791 | 248 | 2.6% | $1.78万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $72.88万 | 0.08% | 36,848 | 9,206 | 33.3% | $18.21万 | 加仓 |
| XAR | SPDR SERIES TRUST | $72.90万 | 0.08% | 2,870 | 591 | 25.9% | $15.01万 | 加仓 |
| BA | BOEING CO | $73.70万 | 0.08% | 3,703 | -44 | -1.2% | -$8,757 | 减仓 |
| IJH | ISHARES TR | $73.81万 | 0.08% | 10,930 | -49 | -0.4% | -$3,309 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $75.86万 | 0.08% | 897 | 149 | 19.9% | $12.60万 | 加仓 |
| PWR | QUANTA SVCS INC | $76.98万 | 0.08% | 1,402 | 51 | 3.8% | $2.80万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $77.00万 | 0.08% | 73,830 | 51 | 0.1% | $532 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $77.04万 | 0.08% | 14,878 | -193 | -1.3% | -$9,994 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.43万 | 0.09% | 2,380 | 8 | 0.3% | $2,704 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $80.52万 | 0.09% | 29,977 | -345 | -1.1% | -$9,267 | 减仓 |
| HD | HOME DEPOT INC | $80.58万 | 0.09% | 2,450 | -66 | -2.6% | -$2.17万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $81.01万 | 0.09% | 29,710 | 29,710 | — | $81.01万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $82.82万 | 0.09% | 2,884 | 22 | 0.8% | $6,318 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $84.14万 | 0.09% | 12,323 | 79 | 0.6% | $5,394 | 加仓 |
| VXUS | VANGUARD STAR FDS | $84.88万 | 0.09% | 11,007 | 70 | 0.6% | $5,398 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $84.93万 | 0.09% | 7,575 | 2,727 | 56.2% | $30.57万 | 加仓 |
| CSCO | CISCO SYS INC | $85.18万 | 0.09% | 10,979 | 182 | 1.7% | $1.41万 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $85.24万 | 0.09% | 22,873 | -250 | -1.1% | -$9,317 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $86.00万 | 0.09% | 8,683 | 565 | 7.0% | $5.60万 | 加仓 |
| GE | GE AEROSPACE | $88.56万 | 0.10% | 3,120 | -67 | -2.1% | -$1.90万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $89.86万 | 0.10% | 29,026 | 23 | 0.1% | $712 | 加仓 |
| AMLP | ALPS ETF TR | $89.93万 | 0.10% | 17,084 | 1,382 | 8.8% | $7.27万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $90.11万 | 0.10% | 10,583 | -748 | -6.6% | -$6.37万 | 减仓 |
| ITA | ISHARES TR | $91.15万 | 0.10% | 4,167 | -90 | -2.1% | -$1.97万 | 减仓 |
| IWM | ISHARES TR | $92.08万 | 0.10% | 3,713 | -95 | -2.5% | -$2.36万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $93.94万 | 0.10% | 74,205 | -52,850 | -41.6% | -$66.91万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $97.42万 | 0.10% | 3,489 | 33 | 1.0% | $9,214 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $97.51万 | 0.10% | 1,613 | 135 | 9.1% | $8.16万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $98.75万 | 0.11% | 54,800 | 1,748 | 3.3% | $3.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $99.09万 | 0.11% | 5,050 | -4 | -0.1% | -$785 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $100.36万 | 0.11% | 12,397 | 8,781 | 242.8% | $71.08万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $102.34万 | 0.11% | 13,992 | -765 | -5.2% | -$5.60万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $106.87万 | 0.11% | 27,015 | -404 | -1.5% | -$1.60万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $111.76万 | 0.12% | 47,923 | -35,077 | -42.3% | -$81.80万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $111.79万 | 0.12% | 14,605 | -205 | -1.4% | -$1.57万 | 减仓 |
| NFLX | NETFLIX INC. | $113.12万 | 0.12% | 11,765 | 567 | 5.1% | $5.45万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $117.28万 | 0.13% | 3,004 | 280 | 10.3% | $10.93万 | 加仓 |
| WMT | WALMART INC | $117.37万 | 0.13% | 9,444 | -18 | -0.2% | -$2,237 | 减仓 |
| T | AT&T INC | $117.94万 | 0.13% | 40,683 | -2,174 | -5.1% | -$6.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $119.08万 | 0.13% | 19,439 | 807 | 4.3% | $4.94万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $119.78万 | 0.13% | 67,940 | 4,152 | 6.5% | $7.32万 | 加仓 |
| CG | CARLYLE GROUP INC | $120.74万 | 0.13% | 24,952 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $122.31万 | 0.13% | 26,073 | -14,094 | -35.1% | -$66.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $125.94万 | 0.14% | 3,728 | 179 | 5.0% | $6.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $127.26万 | 0.14% | 1,277 | 354 | 38.4% | $35.28万 | 加仓 |
| AOK | ISHARES TR | $131.15万 | 0.14% | 32,878 | 173 | 0.5% | $6,901 | 加仓 |
| MA | MASTERCARD INCORPORATED | $131.16万 | 0.14% | 2,625 | 17 | 0.7% | $8,494 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $133.41万 | 0.14% | 64,142 | 2,736 | 4.5% | $5.69万 | 加仓 |
| ABBV | ABBVIE INC | $133.84万 | 0.14% | 6,154 | 64 | 1.1% | $1.39万 | 加仓 |
| BIL | SPDR SERIES TRUST | $134.38万 | 0.14% | 14,664 | 11,827 | 416.9% | $108.38万 | 加仓 |
| PFE | PFIZER INC | $137.99万 | 0.15% | 49,141 | 1,282 | 2.7% | $3.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $139.09万 | 0.15% | 5,690 | 133 | 2.4% | $3.25万 | 加仓 |
| LLY | ELI LILLY & CO | $140.08万 | 0.15% | 1,523 | 39 | 2.6% | $3.59万 | 加仓 |
| MO | ALTRIA GROUP INC | $142.96万 | 0.15% | 21,659 | 61 | 0.3% | $4,026 | 加仓 |
| PG | PROCTER & GAMBLE CO | $143.82万 | 0.15% | 9,957 | 37 | 0.4% | $5,344 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $147.67万 | 0.16% | 7,694 | 476 | 6.6% | $9.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $152.58万 | 0.16% | 30,394 | -358 | -1.2% | -$1.80万 | 减仓 |
| MGK | VANGUARD WORLD FD | $153.85万 | 0.17% | 4,187 | 4,187 | — | $153.85万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $155.34万 | 0.17% | 16,746 | 58 | 0.3% | $5,380 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $156.79万 | 0.17% | 50,382 | 8,067 | 19.1% | $25.10万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $158.44万 | 0.17% | 6,770 | 11 | 0.2% | $2,574 | 加仓 |
| ETN | EATON CORP PLC | $160.59万 | 0.17% | 4,490 | -305 | -6.4% | -$10.91万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $163.27万 | 0.18% | 3,525 | 30 | 0.9% | $1.39万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $167.30万 | 0.18% | 14,782 | 11 | 0.1% | $1,245 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $167.88万 | 0.18% | 10,152 | 487 | 5.0% | $8.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $175.34万 | 0.19% | 60,192 | -22,942 | -27.6% | -$66.83万 | 减仓 |
| EPP | ISHARES INC | $176.79万 | 0.19% | 33,269 | 19,179 | 136.1% | $101.92万 | 加仓 |
| DBJP | DBX ETF TR | $178.14万 | 0.19% | 17,634 | 10,015 | 131.4% | $101.17万 | 加仓 |
| EWJ | ISHARES INC | $179.58万 | 0.19% | 21,267 | 2,612 | 14.0% | $22.06万 | 重新持有 |
| JAAA | JANUS DETROIT STR TR | $181.56万 | 0.20% | 36,046 | -24,333 | -40.3% | -$122.56万 | 减仓 |
| EWI | ISHARES INC | $182.14万 | 0.20% | 34,095 | 6,434 | 23.3% | $34.37万 | 加仓 |
| HYLB | DBX ETF TR | $186.35万 | 0.20% | 51,534 | -679 | -1.3% | -$2.46万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $188.65万 | 0.20% | 4,347 | 2 | 0.0% | $868 | 加仓 |
| EWC | ISHARES INC | $189.84万 | 0.20% | 34,649 | 5,490 | 18.8% | $30.08万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $191.45万 | 0.21% | 12,345 | 15 | 0.1% | $2,326 | 加仓 |
| SPYV | SPDR SERIES TRUST | $194.26万 | 0.21% | 34,334 | -2,210 | -6.0% | -$12.50万 | 减仓 |
| DGRO | ISHARES TR | $194.68万 | 0.21% | 27,740 | -12,960 | -31.8% | -$90.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $195.09万 | 0.21% | 8,048 | 640 | 8.6% | $15.51万 | 加仓 |
| HYDB | ISHARES TR | $196.70万 | 0.21% | 42,283 | 28,290 | 202.2% | $131.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.72万 | 0.21% | 4,126 | 144 | 3.6% | $6.90万 | 加仓 |
| IOO | ISHARES TR | $199.28万 | 0.21% | 16,474 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $206.31万 | 0.22% | 12,160 | 327 | 2.8% | $5.55万 | 加仓 |