BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
South Miami FL · SEC CIK 0002056071
$1.74亿2026Q1 申报市值
32持仓数
74.1%前十大占比 · 第一大 17.3%
0 / 96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
MUB 加仓+$305.75万
STIP 加仓+$303.09万
DFGX 加仓+$250.83万
SPTI 加仓+$178.61万
VCIT 加仓+$155.24万
2026Q1 卖出最多 按季末市值估算
TLH 减仓-$82.78万
DFIV 减仓-$39.37万
VGIT 清仓-$18.84万
ORCL 清仓-$17.76万
BSVO 清仓-$17.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,144 | -100.0% | -$18.84万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -911 | -100.0% | -$17.76万 | 清仓 |
| BSVO | EA SERIES TRUST | $0 | 0.00% | 0 | -7,375 | -100.0% | -$17.18万 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -712 | -100.0% | -$11.61万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$10.04万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -962 | -100.0% | -$8.97万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,015 | -100.0% | -$7.07万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,867 | -100.0% | -$6.57万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW | $0 | 0.00% | 0 | -1,402 | -100.0% | -$6.18万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -255 | -100.0% | -$5.83万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -188 | -100.0% | -$4.88万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -68 | -100.0% | -$4.18万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,110 | -100.0% | -$3.65万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -250 | -100.0% | -$3.59万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -250 | -100.0% | -$3.13万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -164 | -100.0% | -$2.34万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | -398 | -100.0% | -$2.33万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -358 | -100.0% | -$2.00万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -160 | -100.0% | -$1.82万 | 清仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $0 | 0.00% | 0 | -1,554 | -100.0% | -$1.62万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.51万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -22 | -100.0% | -$1.51万 | 清仓 |
| RWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -398 | -100.0% | -$1.11万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -19 | -100.0% | -$6,576 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -18 | -100.0% | -$4,894 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$4,774 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -18 | -100.0% | -$4,121 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -16 | -100.0% | -$4,047 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,508 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$3,386 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -108 | -100.0% | -$2,907 | 清仓 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -31 | -100.0% | -$2,835 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -53 | -100.0% | -$2,542 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,359 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -28 | -100.0% | -$2,247 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,065 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -41 | -100.0% | -$2,062 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,879 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,672 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,593 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,480 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -21 | -100.0% | -$1,469 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,440 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,356 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -5 | -100.0% | -$1,342 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,321 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$1,320 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -4 | -100.0% | -$1,289 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,280 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$1,273 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,256 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -21 | -100.0% | -$1,203 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,195 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10 | -100.0% | -$1,178 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -11 | -100.0% | -$1,122 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -23 | -100.0% | -$1,100 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -5 | -100.0% | -$1,099 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$1,084 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1 | -100.0% | -$1,075 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,059 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,006 | 清仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13 | -100.0% | -$971 | 清仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4 | -100.0% | -$944 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$917 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -10 | -100.0% | -$887 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$879 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$863 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -5 | -100.0% | -$690 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -23 | -100.0% | -$682 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -9 | -100.0% | -$644 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -6 | -100.0% | -$632 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -9 | -100.0% | -$603 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -10 | -100.0% | -$602 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3 | -100.0% | -$586 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -4 | -100.0% | -$574 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$541 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$469 | 清仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11 | -100.0% | -$469 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -3 | -100.0% | -$465 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$461 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$458 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -6 | -100.0% | -$437 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -2 | -100.0% | -$414 | 清仓 |
| WTPI | WISDOMTREE TR | $0 | 0.00% | 0 | -12 | -100.0% | -$397 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -6 | -100.0% | -$390 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3 | -100.0% | -$383 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$378 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$352 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -25 | -100.0% | -$332 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2 | -100.0% | -$324 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -4 | -100.0% | -$318 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1 | -100.0% | -$313 | 清仓 |
| — | MATTHEWS ASIA FDS | $0 | 0.00% | 0 | -10 | -100.0% | -$283 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1 | -100.0% | -$258 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$216 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2 | -100.0% | -$161 | 清仓 |
| DFSE | DIMENSIONAL ETF TRUST | $22.03万 | 0.13% | 5,199 | 315 | 6.4% | $1.33万 | 加仓 |
| HYD | VANECK ETF TRUST | $27.89万 | 0.16% | 5,563 | -150 | -2.6% | -$7,520 | 减仓 |
| EFV | ISHARES TR | $30.75万 | 0.18% | 4,136 | -825 | -16.6% | -$6.13万 | 减仓 |