BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
South Miami FL · SEC CIK 0002056071
$1.96亿2026Q2 申报市值
34持仓数
73.7%前十大占比 · 第一大 17.5%
2 / 1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
DFGX 加仓+$199.27万
STIP 加仓+$177.00万
MUB 加仓+$146.40万
SPTI 加仓+$134.30万
VCIT 加仓+$103.35万
2026Q2 卖出最多 按季末市值估算
TLH 清仓-$97.06万
DFGP 减仓-$28.44万
DIMENSIONAL ETF 减仓-$22.87万
NOW 减仓-$9.90万
DFAX 减仓-$5,600
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $0 | 0.00% | 0 | -9,636 | -100.0% | -$97.06万 | 清仓 |
| DFIP | DIMENSIONAL ETF TRUST | $20.12万 | 0.10% | 4,878 | 1,429 | 41.4% | $5.90万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $21.35万 | 0.11% | 4,183 | 4,183 | — | $21.35万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.81万 | 0.12% | 319 | 319 | — | $23.81万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $25.41万 | 0.13% | 5,199 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $28.65万 | 0.15% | 5,563 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $31.66万 | 0.16% | 4,136 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $33.68万 | 0.17% | 7,467 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $51.52万 | 0.26% | 6,262 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $57.46万 | 0.29% | 7,013 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $83.68万 | 0.43% | 17,946 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $90.47万 | 0.46% | 9,113 | -997 | -9.9% | -$9.90万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $119.67万 | 0.61% | 4,925 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $139.00万 | 0.71% | 25,732 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $181.27万 | 0.92% | 17,025 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.95万 | 0.93% | 25,677 | 2,338 | 10.0% | $16.66万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $264.10万 | 1.35% | 52,136 | 9,535 | 22.4% | $48.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $312.08万 | 1.59% | 56,732 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $314.96万 | 1.61% | 59,878 | 13,081 | 28.0% | $68.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $328.98万 | 1.68% | 89,299 | -152 | -0.2% | -$5,600 | 减仓 |
| VTI | VANGUARD INDEX FDS | $464.99万 | 2.37% | 12,566 | 376 | 3.1% | $13.91万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $512.81万 | 2.61% | 127,787 | 2,761 | 2.2% | $11.08万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $554.15万 | 2.82% | 162,388 | 3,101 | 1.9% | $10.58万 | 加仓 |
| STIP | ISHARES TR | $628.53万 | 3.20% | 61,524 | 17,326 | 39.2% | $177.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $681.21万 | 3.47% | 82,421 | 12,504 | 17.9% | $103.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $726.57万 | 3.70% | 174,112 | 7,464 | 4.5% | $31.15万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $778.98万 | 3.97% | 145,346 | 37,181 | 34.4% | $199.27万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $854.83万 | 4.36% | 156,964 | -5,223 | -3.2% | -$28.44万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $921.96万 | 4.70% | 247,440 | 1,832 | 0.7% | $6.83万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,019.92万 | 5.20% | 250,965 | 2,565 | 1.0% | $10.42万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,072.20万 | 5.46% | 370,107 | 10,421 | 2.9% | $30.19万 | 加仓 |
| MUB | ISHARES TR | $1,480.99万 | 7.55% | 137,613 | 13,603 | 11.0% | $146.40万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,010.65万 | 10.25% | 708,223 | 47,306 | 7.2% | $134.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,176.71万 | 11.09% | 311,403 | 903 | 0.3% | $6.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,425.73万 | 17.46% | 772,256 | -5,155 | -0.7% | -$22.87万 | 减仓 |