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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,733.58万 | 10.47% | 149,012 | -14,537 | -8.9% | -$949.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,937.12万 | 3.16% | 50,887 | -58 | -0.1% | -$3.35万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,624.47万 | 2.82% | 616,693 | 33,764 | 5.8% | $143.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,409.95万 | 2.59% | 55,174 | 14,584 | 35.9% | $637.02万 | 加仓 |
| AAPL | APPLE INC | $2,371.20万 | 2.55% | 93,432 | -2,898 | -3.0% | -$73.55万 | 减仓 |
| WTV | WISDOMTREE TR | $1,935.26万 | 2.08% | 204,293 | -32,200 | -13.6% | -$305.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,737.11万 | 1.87% | 99,605 | -501 | -0.5% | -$8.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,713.66万 | 1.84% | 79,683 | 6 | 0.0% | $1,290 | 加仓 |
| FLXR | TCW ETF TRUST | $1,527.59万 | 1.64% | 388,997 | 58,574 | 17.7% | $230.02万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,523.20万 | 1.64% | 424,066 | 9,543 | 2.3% | $34.28万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,484.41万 | 1.60% | 111,694 | -717 | -0.6% | -$9.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,462.41万 | 1.57% | 311,483 | 104,046 | 50.2% | $488.50万 | 加仓 |
| AGG | ISHARES TR | $1,367.34万 | 1.47% | 137,740 | -12,709 | -8.4% | -$126.16万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,214.74万 | 1.31% | 75,109 | -5,205 | -6.5% | -$84.18万 | 减仓 |
| ICVT | ISHARES TR | $1,204.02万 | 1.29% | 118,285 | 35,318 | 42.6% | $359.50万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,199.25万 | 1.29% | 261,332 | 244,640 | 1,465.6% | $1,122.65万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,176.96万 | 1.27% | 179,169 | 69,445 | 63.3% | $456.18万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,175.71万 | 1.26% | 106,054 | -7,510 | -6.6% | -$83.26万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,168.13万 | 1.26% | 428,985 | 22,839 | 5.6% | $62.19万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,102.78万 | 1.19% | 309,857 | 660 | 0.2% | $2.35万 | 加仓 |
| PULS | PGIM ETF TR | $1,086.35万 | 1.17% | 219,146 | 166,816 | 318.8% | $826.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,034.86万 | 1.11% | 32,258 | -211 | -0.6% | -$6.77万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,016.77万 | 1.09% | 212,625 | 176,907 | 495.3% | $845.97万 | 加仓 |
| IGLB | ISHARES TR | $972.57万 | 1.05% | 195,963 | 79,076 | 67.7% | $392.45万 | 加仓 |
| COWZ | PACER FDS TR | $921.80万 | 0.99% | 147,347 | -18,433 | -11.1% | -$115.32万 | 减仓 |
| PEN | PENUMBRA INC | $877.73万 | 0.94% | 26,730 | -50 | -0.2% | -$1.64万 | 减仓 |
| CSM | PROSHARES TR | $860.88万 | 0.93% | 115,061 | -1,296 | -1.1% | -$9.70万 | 减仓 |
| SHV | ISHARES TR | $854.68万 | 0.92% | 77,423 | -9,106 | -10.5% | -$100.52万 | 减仓 |
| DGT | SPDR SERIES TRUST | $807.97万 | 0.87% | 47,654 | 3,992 | 9.1% | $67.68万 | 加仓 |
| MOAT | VANECK ETF TRUST | $780.47万 | 0.84% | 80,710 | -2,263 | -2.7% | -$21.88万 | 减仓 |
| OEF | ISHARES TR | $757.76万 | 0.81% | 23,824 | -9,714 | -29.0% | -$308.97万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $756.34万 | 0.81% | 123,343 | 1,513 | 1.2% | $9.28万 | 加仓 |
| QDPL | PACER FDS TR | $717.41万 | 0.77% | 178,732 | -27,121 | -13.2% | -$108.86万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $714.44万 | 0.77% | 139,309 | -30,365 | -17.9% | -$155.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $713.53万 | 0.77% | 19,276 | 863 | 4.7% | $31.95万 | 加仓 |
| GOOG | ALPHABET INC | $678.80万 | 0.73% | 23,663 | -75 | -0.3% | -$2.15万 | 减仓 |
| GLD | SPDR GOLD TR | $647.37万 | 0.70% | 15,045 | -108 | -0.7% | -$4.65万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $616.63万 | 0.66% | 41,636 | 2,748 | 7.1% | $40.70万 | 加仓 |
| AMZN | AMAZON COM INC | $610.20万 | 0.66% | 29,298 | 349 | 1.2% | $7.27万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $601.15万 | 0.65% | 107,637 | -1,114 | -1.0% | -$6.22万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $598.13万 | 0.64% | 109,308 | -4,715 | -4.1% | -$25.80万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $582.38万 | 0.63% | 173,639 | -34,762 | -16.7% | -$116.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $548.40万 | 0.59% | 8,432 | -288 | -3.3% | -$18.73万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $548.36万 | 0.59% | 120,076 | -501 | -0.4% | -$2.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $536.15万 | 0.58% | 174,755 | -1,994 | -1.1% | -$6.12万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $498.39万 | 0.54% | 66,284 | 863 | 1.3% | $6.49万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $487.02万 | 0.52% | 169,931 | -23,694 | -12.2% | -$67.91万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $486.89万 | 0.52% | 47,101 | 17,336 | 58.2% | $179.20万 | 加仓 |
| GOOGL | ALPHABET INC | $479.31万 | 0.52% | 16,668 | -414 | -2.4% | -$11.91万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $474.86万 | 0.51% | 141,242 | -3,398 | -2.3% | -$11.42万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $474.45万 | 0.51% | 19,967 | -29 | -0.1% | -$6,891 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $456.37万 | 0.49% | 80,516 | 3,313 | 4.3% | $18.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $446.78万 | 0.48% | 75,025 | -1,756 | -2.3% | -$10.46万 | 减仓 |
| VHT | VANGUARD WORLD FD | $446.00万 | 0.48% | 16,377 | -95 | -0.6% | -$2.59万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $437.35万 | 0.47% | 78,774 | 3,353 | 4.4% | $18.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $430.06万 | 0.46% | 14,620 | -202 | -1.4% | -$5.94万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $421.79万 | 0.45% | 122,508 | 8,225 | 7.2% | $28.32万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $403.88万 | 0.43% | 119,597 | 1,349 | 1.1% | $4.56万 | 加仓 |
| SGOV | ISHARES TR | $390.61万 | 0.42% | 38,805 | 18,070 | 87.1% | $181.89万 | 加仓 |
| AVGO | BROADCOM INC | $384.80万 | 0.41% | 12,432 | -52 | -0.4% | -$1.61万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $376.04万 | 0.40% | 119,367 | -3,319 | -2.7% | -$10.46万 | 减仓 |
| AOM | ISHARES TR | $368.20万 | 0.40% | 77,729 | -367 | -0.5% | -$1.74万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $365.75万 | 0.39% | 33,108 | -58,360 | -63.8% | -$644.71万 | 减仓 |
| META | META PLATFORMS INC | $352.02万 | 0.38% | 6,153 | 231 | 3.9% | $13.22万 | 加仓 |
| IWY | ISHARES TR | $339.80万 | 0.37% | 13,655 | -6,179 | -31.2% | -$153.76万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $332.70万 | 0.36% | 64,067 | 681 | 1.1% | $3.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $330.37万 | 0.36% | 22,585 | 1,150 | 5.4% | $16.82万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $327.40万 | 0.35% | 99,093 | 2,425 | 2.5% | $8.01万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $306.46万 | 0.33% | 84,540 | -1,959 | -2.3% | -$7.10万 | 减仓 |
| BILS | SPDR SERIES TRUST | $302.10万 | 0.32% | 30,380 | -11,424 | -27.3% | -$113.60万 | 减仓 |
| EWU | ISHARES TR | $299.45万 | 0.32% | 65,726 | 4,124 | 6.7% | $18.79万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $297.48万 | 0.32% | 44,320 | -469 | -1.0% | -$3.15万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $296.43万 | 0.32% | 53,258 | 875 | 1.7% | $4.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $294.07万 | 0.32% | 30,035 | -1,506 | -4.8% | -$14.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $293.76万 | 0.32% | 4,916 | 783 | 18.9% | $46.79万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $288.36万 | 0.31% | 58,408 | -7,899 | -11.9% | -$39.00万 | 减仓 |
| MUNI | PIMCO ETF TR | $269.40万 | 0.29% | 51,619 | 2,099 | 4.2% | $10.95万 | 加仓 |
| TSLA | TESLA INC | $267.70万 | 0.29% | 7,201 | -82 | -1.1% | -$3.05万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $263.98万 | 0.28% | 72,762 | 3,244 | 4.7% | $11.77万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $258.55万 | 0.28% | 16,281 | 7 | 0.0% | $1,112 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $256.38万 | 0.28% | 300,920 | 179,670 | 148.2% | $153.08万 | 加仓 |
| IGIB | ISHARES TR | $254.07万 | 0.27% | 47,739 | -84,220 | -63.8% | -$448.22万 | 减仓 |
| MRK | MERCK & CO INC | $244.76万 | 0.26% | 20,346 | 258 | 1.3% | $3.10万 | 加仓 |
| PYLD | PIMCO ETF TR | $244.48万 | 0.26% | 93,313 | 36,968 | 65.6% | $96.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $234.88万 | 0.25% | 11,352 | -802 | -6.6% | -$16.59万 | 减仓 |
| VB | VANGUARD INDEX FDS | $234.85万 | 0.25% | 8,966 | -1 | -0.0% | -$262 | 减仓 |
| USFR | WISDOMTREE TR | $223.85万 | 0.24% | 44,468 | 14,257 | 47.2% | $71.77万 | 加仓 |
| HDV | ISHARES TR | $218.92万 | 0.24% | 16,131 | -146 | -0.9% | -$1.98万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $215.26万 | 0.23% | 36,998 | 248 | 0.7% | $1.44万 | 加仓 |
| V | VISA INC | $214.89万 | 0.23% | 7,110 | 52 | 0.7% | $1.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $209.16万 | 0.22% | 61,644 | -1,160 | -1.8% | -$3.94万 | 减仓 |
| — | EXXON MOBIL CORP | $206.31万 | 0.22% | 12,160 | 327 | 2.8% | $5.55万 | 加仓 |
| IOO | ISHARES TR | $199.28万 | 0.21% | 16,474 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.72万 | 0.21% | 4,126 | 144 | 3.6% | $6.90万 | 加仓 |
| HYDB | ISHARES TR | $196.70万 | 0.21% | 42,283 | 28,290 | 202.2% | $131.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $195.09万 | 0.21% | 8,048 | 640 | 8.6% | $15.51万 | 加仓 |
| DGRO | ISHARES TR | $194.68万 | 0.21% | 27,740 | -12,960 | -31.8% | -$90.95万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $194.26万 | 0.21% | 34,334 | -2,210 | -6.0% | -$12.50万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $191.45万 | 0.21% | 12,345 | 15 | 0.1% | $2,326 | 加仓 |
| EWC | ISHARES INC | $189.84万 | 0.20% | 34,649 | 5,490 | 18.8% | $30.08万 | 加仓 |