13F 机构持仓

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

South Miami FL · SEC CIK 0002056071

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 17.3%
DIMENSIONAL ET 11.1%
SPTI 10.9%
MUB 7.5%
DFGR 5.5%
DFGP 5.0%
DFIC 5.0%
DFEM 4.9%
DIMENSIONAL ET 3.5%
VCIT 3.3%

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
NVS NOVARTIS AG $00.00%0 -5-100.0% -$690 清仓
— INNOVATOR ETFS TRUST $00.00%0 -23-100.0% -$682 清仓
CIBR FIRST TR EXCHANGE TRADED FD $00.00%0 -9-100.0% -$644 清仓
MRK MERCK & CO INC $00.00%0 -6-100.0% -$632 清仓
BBY BEST BUY INC $00.00%0 -9-100.0% -$603 清仓
COWZ PACER FDS TR $00.00%0 -10-100.0% -$602 清仓
— HONEYWELL INTL INC $00.00%0 -3-100.0% -$586 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -4-100.0% -$574 清仓
ROL ROLLINS INC $00.00%0 -9-100.0% -$541 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -1-100.0% -$469 清仓
DFCF DIMENSIONAL ETF TRUST $00.00%0 -11-100.0% -$469 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -3-100.0% -$465 清仓
TJX TJX COS INC NEW $00.00%0 -3-100.0% -$461 清仓
CVX CHEVRON CORP NEW $00.00%0 -3-100.0% -$458 清仓
EMXC ISHARES INC $00.00%0 -6-100.0% -$437 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -2-100.0% -$414 清仓
WTPI WISDOMTREE TR $00.00%0 -12-100.0% -$397 清仓
LIT GLOBAL X FDS $00.00%0 -6-100.0% -$390 清仓
PLD PROLOGIS INC. $00.00%0 -3-100.0% -$383 清仓
ZTS ZOETIS INC $00.00%0 -3-100.0% -$378 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 -2-100.0% -$352 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -25-100.0% -$332 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -2-100.0% -$324 清仓
FTNT FORTINET INC $00.00%0 -4-100.0% -$318 清仓
GOOGL ALPHABET INC $00.00%0 -1-100.0% -$313 清仓
— MATTHEWS ASIA FDS $00.00%0 -10-100.0% -$283 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1-100.0% -$258 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -4-100.0% -$216 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2-100.0% -$161 清仓