13F 机构持仓

Onyx Bridge Wealth Group LLC

TARRYTOWN NY · SEC CIK 0001819476

2026Q22026Q1 更早 9 个季度 🔒
$11.11亿2026Q2 申报市值
389持仓数
35.6%前十大占比 · 第一大 7.5%
33 / 22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

QQQ 7.5%
IVV 6.8%
XLK 4.2%
XLE 3.6%
SPMO 3.1%
CGDV 3.0%
AAPL 2.4%
NVDA 1.9%
VIG 1.7%
VMBS 1.5%

2026Q2 买入最多 按季末市值估算

QQQ 加仓+$4,538.10万
XLE 加仓+$3,878.29万
SPMO 加仓+$3,318.62万
XLK 加仓+$2,565.56万
TMB 新建仓+$1,589.38万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$3,632.05万
VUG 减仓-$1,231.74万
XLI 减仓-$1,211.14万
XLU 减仓-$1,126.69万
JPIB 清仓-$1,016.77万

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
MTUM ISHARES TR $61.89万0.06%1,805 -433-19.3% -$14.85万 减仓
GILD GILEAD SCIENCES INC $62.30万0.06%4,931 3457.5% $4.36万 加仓
IEMG ISHARES INC $62.42万0.06%7,535 -647-7.9% -$5.36万 减仓
PANW PALO ALTO NETWORKS INC $62.92万0.06%1,845 201.1% $6,820 加仓
UBER UBER TECHNOLOGIES INC $63.44万0.06%8,792 -999-10.2% -$7.21万 减仓
ATFV THE ALGER ETF TRUST $63.85万0.06%15,415 3,09525.1% $12.82万 加仓
KHC KRAFT HEINZ CO $64.35万0.06%27,246 1,9637.8% $4.64万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $65.04万0.06%10,607 1001.0% $6,132 加仓
KO COCA COLA CO $65.60万0.06%8,072 290.4% $2,357 加仓
BJAN INNOVATOR ETFS TRUST $66.28万0.06%11,259 00.0% — 不变
VRT VERTIV HOLDINGS CO $66.67万0.06%1,991 834.4% $2.78万 加仓
VEA VANGUARD TAX-MANAGED FDS $67.11万0.06%9,419 2763.0% $1.97万 加仓
KHPI MANAGED PORTFOLIO SER $67.52万0.06%26,150 -2,350-8.2% -$6.07万 减仓
RWR SPDR SERIES TRUST $68.02万0.06%6,021 -212-3.4% -$2.39万 减仓
BAC BANK OF AMER CORP $69.28万0.06%12,158 5244.5% $2.99万 加仓
AOK ISHARES TR $69.36万0.06%16,722 -16,156-49.1% -$67.01万 减仓
SPAB SPDR SERIES TRUST $69.43万0.06%27,205 3,76516.1% $9.61万 加仓
AMGN AMGEN INC $69.86万0.06%1,929 -6-0.3% -$2,173 减仓
DIS DISNEY WALT CO $69.90万0.06%7,262 290.4% $2,791 加仓
GQQQ EA SERIES TRUST $70.18万0.06%19,322 1,0565.8% $3.84万 加仓
IMCG ISHARES TR $70.86万0.06%7,209 -770-9.7% -$7.57万 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $71.22万0.06%15,012 00.0% — 不变
TNGY TORTOISE CAPITAL SERIES TRUS $71.79万0.06%73,937 1070.1% $1,039 加仓
INTC INTEL CORP $72.04万0.06%5,159 -1,581-23.5% -$22.08万 减仓
HYDB ISHARES TR $72.27万0.07%15,452 -26,831-63.5% -$125.49万 减仓
MTB M & T BK CORP $73.38万0.07%3,083 -56-1.8% -$1.33万 减仓
QCOM QUALCOMM INC $74.76万0.07%4,045 -31-0.8% -$5,729 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.07%1 00.0% — 不变
— TIDAL TRUST III $74.99万0.07%40,669 2,2765.9% $4.20万 加仓
UPS UNITED PARCEL SVCS INC $77.32万0.07%7,192 1702.4% $1.83万 加仓
GLW CORNING INC $79.19万0.07%3,100 2478.7% $6.31万 加仓
BA BOEING CO $80.31万0.07%3,710 70.2% $1,515 加仓
T AT&T INC $81.49万0.07%39,369 -1,314-3.2% -$2.72万 减仓
IWM ISHARES TR $82.20万0.07%2,736 -977-26.3% -$29.35万 减仓
IUS INVESCO EXCH TRD SLF IDX FD $82.60万0.07%12,596 7,443144.4% $48.81万 加仓
NFLX NETFLIX INC. $83.03万0.07%11,629 -136-1.2% -$9,710 减仓
GEV GE VERNOVA INC $83.44万0.08%710 -17-2.3% -$2.00万 减仓
IJH ISHARES TR $83.49万0.08%10,827 -103-0.9% -$7,943 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $84.07万0.08%14,878 00.0% — 不变
LMT LOCKHEED MARTIN CORP $84.24万0.08%1,653 402.5% $2.04万 加仓
HD HOME DEPOT INC $85.76万0.08%2,432 -18-0.7% -$6,347 减仓
CEG CONSTELLATION ENERGY CORP $86.85万0.08%3,497 80.2% $1,987 加仓
— INVESCO EXCH TRADED FD TR II $87.51万0.08%17,082 -9,933-36.8% -$50.89万 减仓
BUFG FIRST TR EXCHNG TRADED FD VI $87.88万0.08%29,977 00.0% — 不变
XAR SPDR SERIES TRUST $89.18万0.08%3,142 2729.5% $7.72万 加仓
VGT VANGUARD WORLD FD $89.97万0.08%7,527 2793.8% $3.33万 加仓
AMLP ALPS ETF TR $90.16万0.08%17,388 3041.8% $1.58万 加仓
— MANAGED PORTFOLIO SER $90.63万0.08%22,792 -81-0.4% -$3,221 减仓
DELL DELL TECHNOLOGIES INC $90.71万0.08%2,102 321.5% $1.38万 加仓
VO VANGUARD INDEX FDS $93.08万0.08%11,553 170.1% $1,370 加仓
VXUS VANGUARD STAR FDS $94.23万0.08%11,023 160.1% $1,368 加仓
MDYV SPDR SERIES TRUST $94.54万0.09%9,967 -616-5.8% -$5.84万 减仓
ASML ASML HLDG NV $94.80万0.09%477 327.2% $6.36万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $97.02万0.09%113,342 -187,578-62.3% -$160.57万 减仓
ITA ISHARES TR $98.18万0.09%4,050 -117-2.8% -$2.84万 减仓
GS GOLDMAN SACHS GROUP INC $99.23万0.09%981 849.4% $8.50万 加仓
GBDC GOLUB CAP BDC INC $99.46万0.09%77,219 3,0144.1% $3.88万 加仓
PWR QUANTA SVCS INC $100.38万0.09%1,394 -8-0.6% -$5,761 减仓
RDVY FIRST TR EXCHANGE TRADED FD $100.46万0.09%12,393 700.6% $5,674 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $100.68万0.09%12,405 80.1% $649 加仓
GE GE AEROSPACE $101.83万0.09%2,725 -395-12.7% -$14.76万 减仓
ARCC ARES CAPITAL CORP $104.74万0.09%56,523 1,7233.1% $3.19万 加仓
CG CARLYLE GROUP INC $105.14万0.09%24,969 170.1% $716 加仓
SPLV INVESCO EXCH TRADED FD TR II $105.38万0.09%14,069 770.6% $5,767 加仓
TQQQ PROSHARES TR $105.52万0.09%13,027 1200.9% $9,720 加仓
ESGD ISHARES TR $106.65万0.10%10,374 3,74556.5% $38.50万 加仓
SCHM SCHWAB STRATEGIC TR $106.73万0.10%28,948 -78-0.3% -$2,876 减仓
WMT WALMART INC $108.60万0.10%9,589 1451.5% $1.64万 加仓
DTCR GLOBAL X FDS $112.51万0.10%37,046 12,82653.0% $38.95万 加仓
VTV VANGUARD INDEX FDS $113.65万0.10%5,215 1653.3% $3.60万 加仓
PFE PFIZER INC $116.18万0.10%48,247 -894-1.8% -$2.15万 减仓
ALLW SSGA ACTIVE TR $119.48万0.11%40,820 22,018117.1% $64.45万 加仓
SPEM SPDR INDEX SHS FDS $119.82万0.11%23,141 -2,932-11.2% -$15.18万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $120.54万0.11%2,524 1446.1% $6.88万 加仓
COST COSTCO WHOLESALE CORPORATION $121.83万0.11%1,302 252.0% $2.34万 加仓
FPF FIRST TR INTER DURATN PFD & $125.14万0.11%68,870 9301.4% $1.69万 加仓
XLC SELECT SECTOR SPDR TR $125.98万0.11%11,760 -94,294-88.9% -$1,010.15万 减仓
VZ VERIZON COMMUNICATIONS INC $126.48万0.11%29,872 -522-1.7% -$2.21万 减仓
SPYM SPDR SERIES TRUST $127.85万0.12%14,548 -57-0.4% -$5,009 减仓
CSCO CISCO SYS INC $128.85万0.12%10,969 -10-0.1% -$1,175 减仓
EWU ISHARES TR $130.36万0.12%28,253 -37,473-57.0% -$172.90万 减仓
MA MASTERCARD INCORPORATED $134.81万0.12%2,625 00.0% — 不变
ELM SERIES PORTFOLIOS TR $135.84万0.12%46,369 30,422190.8% $89.12万 加仓
PG PROCTER & GAMBLE CO $144.15万0.13%9,830 -127-1.3% -$1.86万 减仓
— INVESTMENT MANAGERS SER TR I $146.92万0.13%69,017 4,8757.6% $10.38万 加仓
JNJ JOHNSON & JOHNSON $151.94万0.14%5,983 2935.1% $7.44万 加仓
MO ALTRIA GROUP INC $154.70万0.14%21,497 -162-0.7% -$1.17万 减仓
AMD ADVANCED MICRO DEVICES INC $155.86万0.14%2,683 -220-7.6% -$12.78万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $156.44万0.14%16,656 -90-0.5% -$8,453 减仓
USFR WISDOMTREE TR $159.12万0.14%31,603 -12,865-28.9% -$64.78万 减仓
ABBV ABBVIE INC $161.28万0.15%6,409 2554.1% $6.42万 加仓
RSP INVESCO EXCHANGE TRADED FD T $162.98万0.15%7,660 -34-0.4% -$7,234 减仓
— EXXON MOBIL CORP $164.63万0.15%12,041 -119-1.0% -$1.63万 减仓
CVX CHEVRON CORPORATION $167.25万0.15%10,090 -1,262-11.1% -$20.92万 减仓
ED CONSOLIDATED EDISON INC $167.60万0.15%15,149 3672.5% $4.06万 加仓
BIL SPDR SERIES TRUST $169.63万0.15%18,510 3,84626.2% $35.25万 加仓
XLI SELECT SECTOR SPDR TR $180.10万0.16%9,723 -65,386-87.1% -$1,211.14万 减仓
PM PHILIP MORRIS INTL INC $180.21万0.16%9,960 -192-1.9% -$3.47万 减仓
DIA STATE STR SPDR DOW JONES IND $180.47万0.16%3,455 -70-2.0% -$3.66万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $181.15万0.16%6,843 731.1% $1.93万 加仓