Tribridge Partners Financial LLC
COLUMBIA MD · SEC CIK 0002083677
$2.42亿2026Q1 申报市值
80持仓数
73.3%前十大占比 · 第一大 11.0%
4 / 0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
CGCV 加仓+$107.41万
CGGR 加仓+$93.01万
VXUS 加仓+$74.33万
VOO 加仓+$62.47万
VO 加仓+$61.82万
2026Q1 卖出最多 按季末市值估算
SBUX 减仓-$5.17万
BSV 减仓-$4.07万
AMZN 减仓-$2.22万
SMTH 减仓-$1.73万
VEA 减仓-$1.62万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC | $20.51万 | 0.08% | 286 | 286 | — | $20.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.65万 | 0.09% | 479 | 16 | 3.5% | $6,899 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $20.76万 | 0.09% | 1,250 | 45 | 3.7% | $7,474 | 加仓 |
| CVX | CHEVRON CORPORATION | $20.89万 | 0.09% | 1,050 | 1,050 | — | $20.89万 | 新建仓 |
| GLW | CORNING INC | $20.95万 | 0.09% | 1,416 | 1,416 | — | $20.95万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.39万 | 0.09% | 1,086 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.88万 | 0.09% | 374 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.29万 | 0.09% | 911 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $22.55万 | 0.09% | 2,035 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $22.56万 | 0.09% | 4,803 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $22.91万 | 0.09% | 8,844 | 61 | 0.7% | $1,580 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $23.30万 | 0.10% | 8,517 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $23.55万 | 0.10% | 4,712 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $25.55万 | 0.11% | 7,668 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $26.13万 | 0.11% | 343 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.31万 | 0.11% | 3,329 | 10 | 0.3% | $790 | 加仓 |
| ABBV | ABBVIE INC | $27.02万 | 0.11% | 1,294 | 118 | 10.0% | $2.46万 | 加仓 |
| EFA | ISHARES TR | $27.41万 | 0.11% | 2,797 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $27.55万 | 0.11% | 11,021 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $28.06万 | 0.12% | 6,060 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.28万 | 0.12% | 2,340 | 2,340 | — | $28.28万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $28.57万 | 0.12% | 579 | 21 | 3.8% | $1.04万 | 加仓 |
| RTX | RTX CORPORATION | $28.63万 | 0.12% | 1,459 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $28.90万 | 0.12% | 3,027 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $28.92万 | 0.12% | 11,579 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $30.46万 | 0.13% | 606 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $30.90万 | 0.13% | 13,355 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $31.56万 | 0.13% | 479 | 13 | 2.8% | $8,566 | 加仓 |
| VCEB | VANGUARD WORLD FD | $32.56万 | 0.13% | 5,178 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $32.63万 | 0.14% | 2,594 | -1 | -0.0% | -$126 | 减仓 |
| SMTH | ALPS ETF TR | $33.05万 | 0.14% | 12,791 | -670 | -5.0% | -$1.73万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $33.65万 | 0.14% | 13,146 | -255 | -1.9% | -$6,528 | 减仓 |
| IWV | ISHARES TR | $34.31万 | 0.14% | 918 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $34.63万 | 0.14% | 766 | 20 | 2.7% | $9,041 | 加仓 |
| XJH | ISHARES TR | $34.66万 | 0.14% | 7,575 | 2,446 | 47.7% | $11.19万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $35.40万 | 0.15% | 829 | -4 | -0.5% | -$1,708 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.25万 | 0.15% | 5,608 | -250 | -4.3% | -$1.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.54万 | 0.16% | 2,116 | 495 | 30.5% | $8.78万 | 加仓 |
| V | VISA INC | $38.26万 | 0.16% | 1,272 | -39 | -3.0% | -$1.17万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $39.05万 | 0.16% | 3,444 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $40.88万 | 0.17% | 2,787 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $44.60万 | 0.18% | 1,508 | -3 | -0.2% | -$887 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $45.55万 | 0.19% | 3,929 | 11 | 0.3% | $1,275 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $46.24万 | 0.19% | 4,008 | 11 | 0.3% | $1,269 | 加仓 |
| XVV | ISHARES TR | $47.91万 | 0.20% | 9,634 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $49.24万 | 0.20% | 2,026 | 238 | 13.3% | $5.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $49.80万 | 0.21% | 1,538 | 303 | 24.5% | $9.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.82万 | 0.21% | 1,691 | 500 | 42.0% | $14.73万 | 加仓 |
| IJR | ISHARES TR | $51.85万 | 0.21% | 4,134 | -30 | -0.7% | -$3,763 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $53.38万 | 0.22% | 13,786 | 1,604 | 13.2% | $6.21万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $56.12万 | 0.23% | 7,799 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $57.57万 | 0.24% | 6,370 | -572 | -8.2% | -$5.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $58.28万 | 0.24% | 10,275 | 1,756 | 20.6% | $9.96万 | 加仓 |
| GOOG | ALPHABET INC | $62.48万 | 0.26% | 2,122 | 64 | 3.1% | $1.88万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $69.77万 | 0.29% | 13,954 | 1,219 | 9.6% | $6.09万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $74.03万 | 0.31% | 7,394 | 1,048 | 16.5% | $10.49万 | 加仓 |
| AMZN | AMAZON COM INC | $74.99万 | 0.31% | 3,575 | -106 | -2.9% | -$2.22万 | 减仓 |
| IJH | ISHARES TR | $82.90万 | 0.34% | 12,159 | 178 | 1.5% | $1.21万 | 加仓 |
| — | EXXON MOBIL CORP | $89.83万 | 0.37% | 5,590 | -40 | -0.7% | -$6,428 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $115.75万 | 0.48% | 11,450 | 1,287 | 12.7% | $13.01万 | 加仓 |
| INTU | INTUIT | $116.14万 | 0.48% | 2,749 | 1 | 0.0% | $422 | 加仓 |
| IDEV | ISHARES TR | $118.28万 | 0.49% | 14,021 | 139 | 1.0% | $1.17万 | 加仓 |
| AAPL | APPLE INC | $178.17万 | 0.74% | 6,962 | 367 | 5.6% | $9.39万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $212.65万 | 0.88% | 80,765 | 7,748 | 10.6% | $20.40万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $230.18万 | 0.95% | 84,470 | 5,221 | 6.6% | $14.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $278.71万 | 1.15% | 7,463 | 271 | 3.8% | $10.12万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $386.80万 | 1.60% | 90,607 | -272 | -0.3% | -$1.16万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $676.73万 | 2.80% | 267,537 | 8,646 | 3.3% | $21.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $935.31万 | 3.87% | 173,785 | 5,666 | 3.4% | $30.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $976.33万 | 4.04% | 203,571 | 7,319 | 3.7% | $35.10万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,073.63万 | 4.44% | 137,258 | -520 | -0.4% | -$4.07万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,307.72万 | 5.41% | 442,543 | 17,917 | 4.2% | $52.94万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,460.83万 | 6.04% | 198,536 | 2,463 | 1.3% | $18.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,476.86万 | 6.11% | 190,612 | 9,593 | 5.3% | $74.33万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,551.16万 | 6.42% | 692,792 | 14,174 | 2.1% | $31.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,644.72万 | 6.81% | 62,145 | 1,952 | 3.2% | $51.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,745.19万 | 7.22% | 60,187 | 2,132 | 3.7% | $61.82万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,368.41万 | 9.80% | 793,969 | 36,008 | 4.8% | $107.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,427.96万 | 10.05% | 40,265 | 1,036 | 2.6% | $62.47万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,648.85万 | 10.96% | 655,495 | 23,016 | 3.6% | $93.01万 | 加仓 |