Three Bridge Wealth Advisors, LLC
LOS ALTOS CA · SEC CIK 0001950962
$3.99亿2026Q2 申报市值
87持仓数
62.8%前十大占比 · 第一大 16.0%
7 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XYZ 新建仓+$62.82万
IWR 加仓+$47.58万
IWM 加仓+$35.30万
VWO 加仓+$33.23万
UL 加仓+$31.52万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$124.86万
IMNM 清仓-$82.26万
GOOGL 减仓-$57.86万
SCHF 清仓-$57.62万
META 减仓-$56.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IMNM | IMMUNOME INC | $0 | 0.00% | 0 | -37,615 | -100.0% | -$82.26万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -23,280 | -100.0% | -$57.62万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,581 | -100.0% | -$51.18万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,765 | -100.0% | -$39.89万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22,371 | -100.0% | -$32.73万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -591 | -100.0% | -$25.55万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,206 | -100.0% | -$24.04万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -3,886 | -100.0% | -$22.10万 | 清仓 |
| — | WEAVE COMMUNICATIONS INC | $18.79万 | 0.05% | 31,372 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $20.09万 | 0.05% | 816 | 816 | — | $20.09万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.32万 | 0.05% | 405 | -120 | -22.9% | -$6.02万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $20.98万 | 0.05% | 2,274 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $21.40万 | 0.05% | 1,300 | 1,300 | — | $21.40万 | 新建仓 |
| IVV | ISHARES TR | $22.17万 | 0.06% | 296 | 0 | 0.0% | — | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $22.59万 | 0.06% | 568 | 568 | — | $22.59万 | 新建仓 |
| WDAY | WORKDAY INC | $22.81万 | 0.06% | 1,863 | 8 | 0.4% | $979 | 加仓 |
| CSCO | CISCO SYS INC | $23.01万 | 0.06% | 1,959 | 1,959 | — | $23.01万 | 新建仓 |
| MBB | ISHARES TR | $23.07万 | 0.06% | 2,441 | 172 | 7.6% | $1.63万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $23.57万 | 0.06% | 3,025 | 31 | 1.0% | $2,415 | 加仓 |
| ERAS | ERASCA INC | $25.65万 | 0.06% | 14,000 | 14,000 | — | $25.65万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $26.05万 | 0.07% | 6,242 | 5 | 0.1% | $209 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $27.60万 | 0.07% | 1,490 | 1,490 | — | $27.60万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $31.19万 | 0.08% | 907 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $31.76万 | 0.08% | 314 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $32.39万 | 0.08% | 5,020 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $33.53万 | 0.08% | 1,407 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $34.22万 | 0.09% | 11,269 | 1,377 | 13.9% | $4.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $35.09万 | 0.09% | 1,842 | 300 | 19.5% | $5.72万 | 加仓 |
| IWN | ISHARES TR | $35.83万 | 0.09% | 1,620 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $35.84万 | 0.09% | 4,464 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $39.69万 | 0.10% | 18,335 | -22 | -0.1% | -$476 | 减仓 |
| GOVT | ISHARES TR | $41.08万 | 0.10% | 18,034 | 1,285 | 7.7% | $2.93万 | 加仓 |
| EMB | ISHARES TR | $42.64万 | 0.11% | 4,421 | 240 | 5.7% | $2.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.55万 | 0.11% | 1,177 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.98万 | 0.12% | 3,470 | 11 | 0.3% | $1,489 | 加仓 |
| DEO | DIAGEO PLC | $55.63万 | 0.14% | 6,921 | 53 | 0.8% | $4,260 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $59.08万 | 0.15% | 20,401 | 11 | 0.1% | $319 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.50万 | 0.15% | 636 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $59.64万 | 0.15% | 7,200 | -132 | -1.8% | -$1.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.54万 | 0.15% | 1,880 | 10 | 0.5% | $3,273 | 加仓 |
| ACWX | ISHARES TR | $62.47万 | 0.16% | 8,208 | 2,468 | 43.0% | $18.78万 | 加仓 |
| XYZ | BLOCK INC | $62.82万 | 0.16% | 8,266 | 8,266 | — | $62.82万 | 新建仓 |
| HD | HOME DEPOT INC | $63.94万 | 0.16% | 1,813 | -15 | -0.8% | -$5,290 | 减仓 |
| VUG | VANGUARD INDEX FDS | $67.03万 | 0.17% | 7,782 | -990 | -11.3% | -$8.53万 | 减仓 |
| HEZU | ISHARES TR | $71.34万 | 0.18% | 14,225 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $76.34万 | 0.19% | 15,764 | 183 | 1.2% | $8,862 | 加仓 |
| IUSG | ISHARES TR | $77.02万 | 0.19% | 4,095 | 2 | 0.0% | $376 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.04万 | 0.20% | 9,442 | 409 | 4.5% | $3.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $81.14万 | 0.20% | 3,429 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $81.76万 | 0.20% | 1,944 | 35 | 1.8% | $1.47万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $85.40万 | 0.21% | 4,519 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $93.31万 | 0.23% | 6,367 | 4 | 0.1% | $586 | 加仓 |
| RTX | RTX CORPORATION | $94.90万 | 0.24% | 5,002 | -104 | -2.0% | -$1.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $95.14万 | 0.24% | 6,488 | -21 | -0.3% | -$3,079 | 减仓 |
| SBUX | STARBUCKS CORP | $98.61万 | 0.25% | 9,650 | -51 | -0.5% | -$5,212 | 减仓 |
| GOOG | ALPHABET INC | $107.48万 | 0.27% | 3,042 | -29 | -0.9% | -$1.02万 | 减仓 |
| V | VISA INC | $114.90万 | 0.29% | 3,349 | -45 | -1.3% | -$1.54万 | 减仓 |
| MINT | PIMCO ETF TR | $116.21万 | 0.29% | 11,527 | 97 | 0.8% | $9,779 | 加仓 |
| LLY | ELI LILLY & CO | $128.34万 | 0.32% | 1,070 | 82 | 8.3% | $9.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $131.95万 | 0.33% | 3,725 | -67 | -1.8% | -$2.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $132.83万 | 0.33% | 5,230 | -501 | -8.7% | -$12.72万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $139.86万 | 0.35% | 7,078 | 563 | 8.6% | $11.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $156.79万 | 0.39% | 19,859 | 484 | 2.5% | $3.82万 | 加仓 |
| DIS | DISNEY WALT CO | $175.23万 | 0.44% | 18,065 | -65 | -0.4% | -$6,305 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $212.24万 | 0.53% | 41,617 | 63 | 0.2% | $3,213 | 加仓 |
| SPYG | SPDR SERIES TRUST | $216.56万 | 0.54% | 18,200 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $216.91万 | 0.54% | 36,080 | 5,243 | 17.0% | $31.52万 | 加仓 |
| ASML | ASML HLDG NV | $225.20万 | 0.56% | 1,132 | -16 | -1.4% | -$3.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $232.32万 | 0.58% | 6,228 | -266 | -4.1% | -$9.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.08万 | 0.59% | 4,718 | -80 | -1.7% | -$4.00万 | 减仓 |
| AAPL | APPLE INC | $238.29万 | 0.60% | 8,235 | -115 | -1.4% | -$3.33万 | 减仓 |
| NVO | NOVO-NORDISK A S | $271.98万 | 0.68% | 56,733 | -857 | -1.5% | -$4.11万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $304.94万 | 0.76% | 8,942 | 10 | 0.1% | $3,410 | 加仓 |
| GOOGL | ALPHABET INC | $322.75万 | 0.81% | 9,031 | -1,619 | -15.2% | -$57.86万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $378.14万 | 0.95% | 714,823 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $533.98万 | 1.34% | 98,195 | 11 | 0.0% | $598 | 加仓 |
| NVDA | NVIDIA CORPORATION | $564.23万 | 1.41% | 28,199 | 529 | 1.9% | $10.58万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $599.27万 | 1.50% | 79,227 | 106 | 0.1% | $8,018 | 加仓 |
| IWM | ISHARES TR | $753.89万 | 1.89% | 25,092 | 1,175 | 4.9% | $35.30万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $774.84万 | 1.94% | 143,409 | 1,862 | 1.3% | $10.06万 | 加仓 |
| IWF | ISHARES TR | $875.33万 | 2.19% | 70,494 | 934 | 1.3% | $11.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,014.70万 | 2.54% | 142,415 | 128 | 0.1% | $9,120 | 加仓 |
| EEM | ISHARES TR | $1,036.73万 | 2.60% | 151,546 | 2,087 | 1.4% | $14.28万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,084.34万 | 2.72% | 74,173 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,279.88万 | 3.20% | 214,422 | 5,567 | 2.7% | $33.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,382.49万 | 3.46% | 183,087 | -1,237 | -0.7% | -$9.34万 | 减仓 |
| GLD | SPDR GOLD TR | $1,428.25万 | 3.58% | 38,771 | -1,450 | -3.6% | -$53.42万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,459.12万 | 3.65% | 261,632 | -5,707 | -2.1% | -$31.83万 | 减仓 |
| IWR | ISHARES TR | $1,674.21万 | 4.19% | 151,759 | 4,313 | 2.9% | $47.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,684.03万 | 4.22% | 107,297 | 1,933 | 1.8% | $30.34万 | 加仓 |
| META | META PLATFORMS INC | $2,089.07万 | 5.23% | 37,087 | -1,007 | -2.6% | -$56.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,655.66万 | 6.65% | 36,023 | 327 | 0.9% | $24.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,104.91万 | 7.77% | 41,472 | 125 | 0.3% | $9.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,190.54万 | 7.99% | 46,454 | -1,818 | -3.8% | -$124.86万 | 减仓 |
| ACWI | ISHARES TR | $6,403.80万 | 16.04% | 407,963 | -2,804 | -0.7% | -$44.01万 | 减仓 |