Three Bridge Wealth Advisors, LLC
LOS ALTOS CA · SEC CIK 0001950962
$3.64亿2026Q1 申报市值
86持仓数
63.3%前十大占比 · 第一大 15.6%
3 / 5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
VOO 加仓+$294.65万
IWR 加仓+$108.20万
IWM 加仓+$87.30万
NVDA 加仓+$85.62万
NVO 加仓+$82.48万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$274.09万
IAU 减仓-$119.64万
ORCL 减仓-$81.94万
GLD 减仓-$63.04万
JNJ 减仓-$54.41万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -10,310 | -100.0% | -$51.19万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,954 | -100.0% | -$41.42万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,028 | -100.0% | -$23.87万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,053 | -100.0% | -$22.92万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -962 | -100.0% | -$21.79万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WEAVE COMMUNICATIONS INC | $14.49万 | 0.04% | 31,372 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $20.49万 | 0.06% | 1,542 | 60 | 4.0% | $7,974 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $21.37万 | 0.06% | 2,274 | 50 | 2.2% | $4,698 | 加仓 |
| MBB | ISHARES TR | $21.54万 | 0.06% | 2,269 | 30 | 1.3% | $2,849 | 加仓 |
| RBRK | RUBRIK INC. | $21.86万 | 0.06% | 4,464 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $22.10万 | 0.06% | 3,886 | -2,156 | -35.7% | -$12.26万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $23.40万 | 0.06% | 6,237 | 6 | 0.1% | $225 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $23.48万 | 0.06% | 2,994 | 19 | 0.6% | $1,490 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $24.04万 | 0.07% | 2,206 | 217 | 10.9% | $2.36万 | 加仓 |
| WDAY | WORKDAY INC | $24.10万 | 0.07% | 1,855 | 3 | 0.2% | $390 | 加仓 |
| INTU | INTUIT | $25.55万 | 0.07% | 591 | -80 | -11.9% | -$3.46万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.56万 | 0.07% | 314 | 5 | 1.6% | $4,230 | 加仓 |
| VV | VANGUARD INDEX FDS | $27.11万 | 0.07% | 907 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $28.25万 | 0.08% | 5,020 | 5,020 | — | $28.25万 | 新建仓 |
| AMZN | AMAZON COM INC | $29.30万 | 0.08% | 1,407 | -107 | -7.1% | -$2.23万 | 减仓 |
| IWN | ISHARES TR | $30.71万 | 0.08% | 1,620 | -200 | -11.0% | -$3.79万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $32.73万 | 0.09% | 22,371 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $33.44万 | 0.09% | 9,892 | 1,113 | 12.7% | $3.76万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.76万 | 0.10% | 1,177 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $38.37万 | 0.11% | 18,357 | -1,162 | -6.0% | -$2.43万 | 减仓 |
| GOVT | ISHARES TR | $38.37万 | 0.11% | 16,749 | 328 | 2.0% | $7,514 | 加仓 |
| EMB | ISHARES TR | $39.27万 | 0.11% | 4,181 | -242 | -5.5% | -$2.27万 | 减仓 |
| ACWX | ISHARES TR | $39.30万 | 0.11% | 5,740 | 5,740 | — | $39.30万 | 新建仓 |
| — | HONEYWELL INTL INC | $39.89万 | 0.11% | 1,765 | 450 | 34.2% | $10.17万 | 加仓 |
| DEO | DIAGEO PLC | $51.13万 | 0.14% | 6,868 | 537 | 8.5% | $4.00万 | 加仓 |
| IEMG | ISHARES INC | $51.14万 | 0.14% | 7,332 | 2,822 | 62.6% | $19.68万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $51.18万 | 0.14% | 2,581 | -46 | -1.8% | -$9,121 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $51.18万 | 0.14% | 20,390 | 12 | 0.1% | $301 | 加仓 |
| PEP | PEPSICO INC | $53.71万 | 0.15% | 3,459 | -432 | -11.1% | -$6.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $55.01万 | 0.15% | 1,870 | -170 | -8.3% | -$5.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $57.62万 | 0.16% | 23,280 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $60.12万 | 0.17% | 1,828 | -11 | -0.6% | -$3,618 | 减仓 |
| HEZU | ISHARES TR | $62.16万 | 0.17% | 14,225 | 4,773 | 50.5% | $20.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.37万 | 0.17% | 636 | 93 | 17.1% | $9.27万 | 加仓 |
| IUSG | ISHARES TR | $63.49万 | 0.17% | 4,093 | 2 | 0.0% | $310 | 加仓 |
| VUG | VANGUARD INDEX FDS | $63.86万 | 0.18% | 1,462 | 1,462 | — | $63.86万 | 新建仓 |
| TSLA | TESLA INC | $70.97万 | 0.19% | 1,909 | 513 | 36.7% | $19.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $73.74万 | 0.20% | 3,429 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.75万 | 0.21% | 9,033 | 37 | 0.4% | $3,062 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $74.87万 | 0.21% | 15,581 | -863 | -5.2% | -$4.15万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $75.33万 | 0.21% | 4,519 | -514 | -10.2% | -$8.57万 | 减仓 |
| IMNM | IMMUNOME INC | $82.26万 | 0.23% | 37,615 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $86.91万 | 0.24% | 9,701 | -238 | -2.4% | -$2.13万 | 减仓 |
| GOOG | ALPHABET INC | $88.09万 | 0.24% | 3,071 | 1,135 | 58.6% | $32.56万 | 加仓 |
| LLY | ELI LILLY & CO | $90.87万 | 0.25% | 988 | -21 | -2.1% | -$1.93万 | 减仓 |
| ORCL | ORACLE CORP | $93.61万 | 0.26% | 6,363 | -5,570 | -46.7% | -$81.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $94.02万 | 0.26% | 6,509 | 3,006 | 85.8% | $43.42万 | 加仓 |
| RTX | RTX CORPORATION | $98.49万 | 0.27% | 5,106 | -677 | -11.7% | -$13.06万 | 减仓 |
| V | VISA INC | $102.58万 | 0.28% | 3,394 | 591 | 21.1% | $17.86万 | 加仓 |
| MINT | PIMCO ETF TR | $114.95万 | 0.32% | 11,430 | -1,660 | -12.7% | -$16.69万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $120.07万 | 0.33% | 6,515 | 306 | 4.9% | $5.64万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $130.15万 | 0.36% | 3,792 | -114 | -2.9% | -$3.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $140.09万 | 0.38% | 5,731 | -2,226 | -28.0% | -$54.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $143.20万 | 0.39% | 8,932 | 74 | 0.8% | $1.19万 | 加仓 |
| ASML | ASML HLDG NV | $151.63万 | 0.42% | 1,148 | -83 | -6.7% | -$10.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $169.27万 | 0.46% | 19,375 | -731 | -3.6% | -$6.39万 | 减仓 |
| DIS | DISNEY WALT CO | $174.74万 | 0.48% | 18,130 | 631 | 3.6% | $6.08万 | 加仓 |
| UL | UNILEVER PLC | $177.40万 | 0.49% | 30,837 | -2,170 | -6.6% | -$12.48万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $178.20万 | 0.49% | 18,200 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $211.84万 | 0.58% | 41,554 | 60 | 0.1% | $3,059 | 加仓 |
| AAPL | APPLE INC | $211.91万 | 0.58% | 8,350 | -10,800 | -56.4% | -$274.09万 | 减仓 |
| NVO | NOVO-NORDISK A S | $218.71万 | 0.60% | 57,590 | 21,719 | 60.5% | $82.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.92万 | 0.63% | 4,798 | -160 | -3.2% | -$7.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $240.39万 | 0.66% | 6,494 | 216 | 3.4% | $8.00万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $268.06万 | 0.74% | 714,823 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $306.26万 | 0.84% | 10,650 | -1,813 | -14.5% | -$52.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $482.59万 | 1.33% | 27,670 | 4,909 | 21.6% | $85.62万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $553.05万 | 1.52% | 79,121 | -953 | -1.2% | -$6.66万 | 减仓 |
| RBLX | ROBLOX CORP | $555.33万 | 1.52% | 98,184 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $593.14万 | 1.63% | 23,917 | 3,520 | 17.3% | $87.30万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $672.77万 | 1.85% | 141,547 | -3,601 | -2.5% | -$17.12万 | 减仓 |
| IWF | ISHARES TR | $741.52万 | 2.04% | 17,390 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $848.78万 | 2.33% | 149,459 | 7,689 | 5.4% | $43.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $911.78万 | 2.50% | 142,287 | -391 | -0.3% | -$2.51万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,128.86万 | 3.10% | 208,855 | 7,795 | 3.9% | $42.13万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,226.28万 | 3.37% | 267,339 | 1,556 | 0.6% | $7.14万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,295.13万 | 3.56% | 74,173 | 3 | 0.0% | $524 | 加仓 |
| IWR | ISHARES TR | $1,433.62万 | 3.94% | 147,446 | 11,128 | 8.2% | $108.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,457.39万 | 4.00% | 105,364 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1,625.00万 | 4.46% | 184,324 | -13,571 | -6.9% | -$119.64万 | 减仓 |
| GLD | SPDR GOLD TR | $1,730.67万 | 4.75% | 40,221 | -1,465 | -3.5% | -$63.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,060.30万 | 5.66% | 35,696 | 916 | 2.6% | $52.87万 | 加仓 |
| META | META PLATFORMS INC | $2,179.46万 | 5.98% | 38,094 | 50 | 0.1% | $2.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,696.40万 | 7.40% | 41,347 | -416 | -1.0% | -$27.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,884.50万 | 7.92% | 48,272 | 4,931 | 11.4% | $294.65万 | 加仓 |
| ACWI | ISHARES TR | $5,683.78万 | 15.61% | 410,767 | -3,487 | -0.8% | -$48.25万 | 减仓 |