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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,021.02万 | 17.32% | 777,411 | 18,796 | 2.5% | $73.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,939.07万 | 11.12% | 310,500 | 9,171 | 3.0% | $57.27万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,894.19万 | 10.86% | 660,917 | 62,322 | 10.4% | $178.61万 | 加仓 |
| MUB | ISHARES TR | $1,316.37万 | 7.55% | 124,010 | 28,804 | 30.3% | $305.75万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $956.05万 | 5.48% | 359,686 | 11,864 | 3.4% | $31.53万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $875.65万 | 5.02% | 162,187 | 2,646 | 1.7% | $14.29万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $872.65万 | 5.00% | 245,608 | -358 | -0.1% | -$1.27万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $858.22万 | 4.92% | 248,400 | -156 | -0.1% | -$5,390 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $612.60万 | 3.51% | 166,648 | 14,117 | 9.3% | $51.89万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $578.56万 | 3.32% | 69,917 | 18,760 | 36.7% | $155.24万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $567.33万 | 3.25% | 108,165 | 47,823 | 79.3% | $250.83万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $513.22万 | 2.94% | 159,287 | 3,272 | 2.1% | $10.54万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $493.10万 | 2.83% | 125,026 | -2,148 | -1.7% | -$8.47万 | 减仓 |
| STIP | ISHARES TR | $457.14万 | 2.62% | 44,198 | 29,304 | 196.8% | $303.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $391.07万 | 2.24% | 12,190 | 91 | 0.8% | $2.92万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $303.86万 | 1.74% | 89,451 | -491 | -0.5% | -$1.67万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $274.92万 | 1.58% | 56,732 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $244.23万 | 1.40% | 46,797 | 11,402 | 32.2% | $59.51万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $212.96万 | 1.22% | 42,601 | 7,360 | 20.9% | $36.79万 | 加仓 |
| SUB | ISHARES TR | $181.32万 | 1.04% | 17,025 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $149.55万 | 0.86% | 23,339 | -230 | -1.0% | -$1.47万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $135.81万 | 0.78% | 25,732 | -7,459 | -22.5% | -$39.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $107.00万 | 0.61% | 4,925 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $105.70万 | 0.61% | 10,110 | 2,405 | 31.2% | $25.14万 | 加仓 |
| TLH | ISHARES TR | $97.06万 | 0.56% | 9,636 | -8,219 | -46.0% | -$82.78万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $73.74万 | 0.42% | 17,946 | 795 | 4.6% | $3.27万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $49.73万 | 0.29% | 7,013 | -1,351 | -16.2% | -$9.58万 | 减仓 |
| SCZ | ISHARES TR | $49.10万 | 0.28% | 6,262 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $31.66万 | 0.18% | 7,467 | -1,287 | -14.7% | -$5.46万 | 减仓 |
| EFV | ISHARES TR | $30.75万 | 0.18% | 4,136 | -825 | -16.6% | -$6.13万 | 减仓 |
| HYD | VANECK ETF TRUST | $27.89万 | 0.16% | 5,563 | -150 | -2.6% | -$7,520 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $22.03万 | 0.13% | 5,199 | 315 | 6.4% | $1.33万 | 加仓 |
| 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 |