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
MGK VANGUARD WORLD FD $183.57万0.17%20,882 -53-0.3% -$4,659 减仓
MSI MOTOROLA SOLUTIONS INC $183.77万0.17%4,425 781.8% $3.24万 加仓
SCHG SCHWAB STRATEGIC TR $187.57万0.17%55,428 -4,764-7.9% -$16.12万 减仓
SGOV ISHARES TR $189.10万0.17%18,784 -20,021-51.6% -$201.55万 减仓
HYLB DBX ETF TR $189.81万0.17%51,976 4420.9% $1.61万 加仓
DGRO ISHARES TR $199.16万0.18%26,278 -1,462-5.3% -$11.08万 减仓
IALT BLACKROCK ETF TRUST $199.26万0.18%71,036 41,326139.1% $115.92万 加仓
SPYV SPDR SERIES TRUST $202.66万0.18%33,337 -997-2.9% -$6.06万 减仓
DYNF BLACKROCK ETF TRUST $203.48万0.18%29,919 -7,079-19.1% -$48.14万 减仓
— INVESCO EXCH TRADED FD TR II $209.16万0.19%61,531 -57,836-48.5% -$196.60万 减仓
— INNOVATOR ETFS TRUST $210.00万0.19%58,339 -3,305-5.4% -$11.90万 减仓
ETN EATON CORP PLC $213.19万0.19%5,003 51311.4% $21.86万 加仓
PYLD PIMCO ETF TR $213.37万0.19%80,457 -12,856-13.8% -$34.09万 减仓
HDV ISHARES TR $219.94万0.20%80,241 -414-0.5% -$1.13万 减仓
VFMF VANGUARD WELLINGTON FD $220.53万0.20%12,461 1160.9% $2.05万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $223.17万0.20%4,460 3348.1% $16.71万 加仓
IOO ISHARES TR $226.05万0.20%16,548 740.4% $1.01万 加仓
IBM INTERNATIONAL BUSINESS MACHS $227.20万0.20%8,079 310.4% $8,718 加仓
VWOB VANGUARD WHITEHALL FDS $229.47万0.21%34,127 -145,042-81.0% -$975.26万 减仓
CRWD CROWDSTRIKE HLDGS INC $229.93万0.21%3,013 90.3% $6,868 加仓
LLY ELI LILLY & CO $230.25万0.21%1,920 39726.1% $47.61万 加仓
VGIT VANGUARD SCOTTSDALE FDS $245.69万0.22%41,657 -33,368-44.5% -$196.81万 减仓
— CALAMOS ETF TR $248.15万0.22%92,422 92,422— $248.15万 新建仓
V VISA INC $255.91万0.23%7,459 3494.9% $11.97万 加仓
IWN ISHARES TR $259.67万0.23%11,739 11,739— $259.67万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $262.05万0.24%22,461 -124-0.5% -$1.45万 减仓
MUNI PIMCO ETF TR $262.38万0.24%49,883 -1,736-3.4% -$9.13万 减仓
MRK MERCK & CO INC $263.26万0.24%20,486 1400.7% $1.80万 加仓
CNEQ THE ALGER ETF TRUST $270.47万0.24%65,537 15,15530.1% $62.55万 加仓
— EA SERIES TRUST $273.55万0.25%81,799 61,204297.2% $204.68万 加仓
VB VANGUARD INDEX FDS $277.83万0.25%9,166 2002.2% $6.06万 加仓
MRVL MARVELL TECHNOLOGY INC $288.76万0.26%9,694 1,01111.6% $30.12万 加仓
FPAG INVESTMENT MANAGERS SER TR I $291.09万0.26%72,512 -250-0.3% -$1.00万 减仓
TSLA TESLA INC $291.39万0.26%6,928 -273-3.8% -$11.48万 减仓
XLF SELECT SECTOR SPDR TR $297.76万0.27%55,542 -2,866-4.9% -$15.36万 减仓
BILS SPDR SERIES TRUST $297.83万0.27%29,969 -411-1.4% -$4.08万 减仓
BINC BLACKROCK ETF TRUST II $299.78万0.27%57,276 -6,791-10.6% -$35.54万 减仓
RDIV INVESCO EXCH TRADED FD TR II $311.66万0.28%53,734 4760.9% $2.76万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $314.48万0.28%41,953 -2,367-5.3% -$17.74万 减仓
KAPR INNOVATOR ETFS TRUST $317.66万0.29%79,815 -4,725-5.6% -$18.81万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $334.18万0.30%16,208 -73-0.4% -$1.51万 减仓
VOO VANGUARD INDEX FDS $335.81万0.30%4,889 -27-0.5% -$1.85万 减仓
META META PLATFORMS INC $337.35万0.30%5,989 -164-2.7% -$9.24万 减仓
SPYG SPDR SERIES TRUST $340.51万0.31%28,617 -1,418-4.7% -$16.87万 减仓
SPIB SPDR SERIES TRUST $351.03万0.32%104,909 -68,730-39.6% -$229.97万 减仓
AOM ISHARES TR $396.30万0.36%79,435 1,7062.2% $8.51万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $419.69万0.38%114,888 -4,709-3.9% -$17.20万 减仓
MU MICRON TECHNOLOGY INC $425.48万0.38%3,686 -42-1.1% -$4.85万 减仓
AVUV AMERICAN CENTY ETF TR $427.72万0.38%34,284 1,1763.6% $14.67万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $438.44万0.39%77,627 -2,889-3.6% -$16.32万 减仓
GLD SPDR GOLD TR $438.78万0.39%11,911 -3,134-20.8% -$115.45万 减仓
AVGO BROADCOM INC $453.05万0.41%11,993 -439-3.5% -$16.58万 减仓
ALAI THE ALGER ETF TRUST $461.53万0.42%101,124 2,0312.0% $9.27万 加仓
CGBL CAPITAL GROUP CORE BALANCED $471.98万0.42%124,253 1,7451.4% $6.63万 加仓
JPM JPMORGAN CHASE & CO $480.22万0.43%14,671 510.3% $1.67万 加仓
VHT VANGUARD WORLD FD $484.16万0.44%16,192 -185-1.1% -$5.53万 减仓
FBND FIDELITY MERRIMACK STR TR $494.15万0.44%108,547 -11,529-9.6% -$52.48万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $495.16万0.45%80,567 1,7932.3% $11.02万 加仓
QMAR FIRST TR EXCHNG TRADED FD VI $496.35万0.45%133,301 -7,941-5.6% -$29.57万 减仓
SPTI SPDR SERIES TRUST $498.33万0.45%175,532 5,6013.3% $15.90万 加仓
IWY ISHARES TR $506.75万0.46%17,437 3,78227.7% $109.91万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $552.10万0.50%48,910 1,8093.8% $20.42万 加仓
SCHD SCHWAB STRATEGIC TR $558.00万0.50%175,970 1,2150.7% $3.85万 加仓
EWY ISHARES INC $565.71万0.51%28,019 28,019— $565.71万 新建仓
GOOGL ALPHABET INC $591.06万0.53%16,539 -129-0.8% -$4.61万 减仓
ACWI ISHARES TR $594.63万0.54%37,882 37,882— $594.63万 新建仓
EWC ISHARES INC $604.44万0.54%104,864 70,215202.6% $404.72万 加仓
QQQM INVESCO EXCH TRADED FD TR II $606.58万0.55%20,021 540.3% $1.64万 加仓
DGT SPDR SERIES TRUST $609.87万0.55%33,003 -14,651-30.7% -$270.74万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $613.13万0.55%102,977 -6,331-5.8% -$37.69万 减仓
EWT ISHARES INC $616.25万0.55%56,740 56,740— $616.25万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $616.61万0.55%8,257 -175-2.1% -$13.07万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $623.60万0.56%69,212 2,9284.4% $26.38万 加仓
VYM VANGUARD WHITEHALL FDS $626.03万0.56%39,615 -2,021-4.9% -$31.94万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $644.09万0.58%105,623 -2,014-1.9% -$12.28万 减仓
SHV ISHARES TR $660.64万0.59%59,868 -17,555-22.7% -$193.72万 减仓
AMZN AMAZON COM INC $692.31万0.62%29,047 -251-0.9% -$5.98万 减仓
AGG ISHARES TR $703.00万0.63%71,025 -66,715-48.4% -$660.34万 减仓
MSFT MICROSOFT CORP $728.91万0.66%19,541 2651.4% $9.88万 加仓
OEF ISHARES TR $769.36万0.69%21,028 -2,796-11.7% -$102.30万 减仓
GOOG ALPHABET INC $807.77万0.73%22,862 -801-3.4% -$28.30万 减仓
MOAT VANECK ETF TRUST $826.17万0.74%79,470 -1,240-1.5% -$12.89万 减仓
PEN PENUMBRA INC $844.00万0.76%26,730 00.0% — 不变
COWZ PACER FDS TR $855.72万0.77%137,576 -9,771-6.6% -$60.78万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $884.75万0.80%122,406 -937-0.8% -$6.77万 减仓
FLXR TCW ETF TRUST $909.98万0.82%232,077 -156,920-40.3% -$615.28万 减仓
QDPL PACER FDS TR $948.22万0.85%210,389 31,65717.7% $142.68万 加仓
FFLC FIDELITY COVINGTON TRUST $963.95万0.87%163,631 24,32217.5% $143.28万 加仓
CSM PROSHARES TR $979.36万0.88%114,928 -133-0.1% -$1.13万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $1,154.83万1.04%422,551 -6,434-1.5% -$17.58万 减仓
SPHY SPDR SERIES TRUST $1,161.58万1.05%495,553 447,630934.1% $1,049.25万 加仓
VTI VANGUARD INDEX FDS $1,195.94万1.08%32,319 610.2% $2.26万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $1,197.92万1.08%291,464 -18,393-5.9% -$75.60万 减仓
IGIB ISHARES TR $1,214.38万1.09%228,395 180,656378.4% $960.55万 加仓
IJK ISHARES TR $1,240.57万1.12%105,580 105,580— $1,240.57万 新建仓
ICVT ISHARES TR $1,371.28万1.23%112,640 -5,645-4.8% -$68.72万 减仓
PULS PGIM ETF TR $1,513.79万1.36%305,389 86,24339.4% $427.50万 加仓
TMB THORNBURG ETF TR $1,589.38万1.43%626,973 626,973— $1,589.38万 新建仓
VUG VANGUARD INDEX FDS $1,619.87万1.46%188,051 -142,993-43.2% -$1,231.74万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $1,643.05万1.48%437,428 13,3623.2% $50.19万 加仓