Tribridge Partners Financial LLC
COLUMBIA MD · SEC CIK 0002083677
$2.55亿2026Q2 申报市值
82持仓数
73.3%前十大占比 · 第一大 11.0%
6 / 5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
VUSB 新建仓+$105.00万
IVV 加仓+$48.27万
ISHARES TR 新建仓+$22.43万
ETN 新建仓+$20.57万
IWM 新建仓+$20.50万
2026Q2 卖出最多 按季末市值估算
CGGR 减仓-$120.54万
EXXON MOBIL CORP 清仓-$89.83万
VOO 减仓-$82.81万
CGDV 减仓-$70.02万
VO 减仓-$67.85万
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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $2,801.65万 | 10.98% | 628,455 | -27,040 | -4.1% | -$120.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,652.43万 | 10.39% | 39,046 | -1,219 | -3.0% | -$82.81万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2,594.67万 | 10.17% | 783,414 | -10,555 | -1.3% | -$34.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,882.45万 | 7.38% | 232,373 | -8,375 | -3.5% | -$67.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,805.83万 | 7.08% | 60,827 | -1,318 | -2.1% | -$39.13万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,553.96万 | 6.09% | 185,459 | -5,153 | -2.7% | -$43.18万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,511.12万 | 5.92% | 685,314 | -7,478 | -1.1% | -$16.49万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,426.38万 | 5.59% | 429,116 | -13,427 | -3.0% | -$44.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,419.15万 | 5.56% | 195,853 | -2,683 | -1.4% | -$19.44万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,055.42万 | 4.14% | 136,183 | -1,075 | -0.8% | -$8.33万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $990.73万 | 3.88% | 206,747 | 3,176 | 1.6% | $15.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $986.51万 | 3.87% | 169,415 | -4,370 | -2.5% | -$25.45万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $667.02万 | 2.61% | 263,072 | -4,465 | -1.7% | -$11.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $373.59万 | 1.46% | 76,305 | -14,302 | -15.8% | -$70.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $284.55万 | 1.12% | 7,313 | -150 | -2.0% | -$5.84万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $238.28万 | 0.93% | 87,895 | 3,425 | 4.1% | $9.29万 | 加仓 |
| AAPL | APPLE INC | $230.68万 | 0.90% | 6,847 | -115 | -1.7% | -$3.87万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $222.29万 | 0.87% | 84,571 | 3,806 | 4.7% | $10.00万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $129.37万 | 0.51% | 12,856 | 1,406 | 12.3% | $14.15万 | 加仓 |
| IDEV | ISHARES TR | $125.39万 | 0.49% | 14,021 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $105.00万 | 0.41% | 21,126 | 21,126 | — | $105.00万 | 新建仓 |
| IJH | ISHARES TR | $93.93万 | 0.37% | 12,359 | 200 | 1.6% | $1.52万 | 加仓 |
| IVV | ISHARES TR | $83.83万 | 0.33% | 1,129 | 650 | 135.7% | $48.27万 | 加仓 |
| INTU | INTUIT | $83.54万 | 0.33% | 2,749 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $82.12万 | 0.32% | 8,268 | 874 | 11.8% | $8.68万 | 加仓 |
| AMZN | AMAZON COM INC | $79.92万 | 0.31% | 3,454 | -121 | -3.4% | -$2.80万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $77.49万 | 0.30% | 15,594 | 1,640 | 11.8% | $8.15万 | 加仓 |
| SBUX | STARBUCKS CORP | $66.03万 | 0.26% | 6,370 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $63.13万 | 0.25% | 1,933 | -189 | -8.9% | -$6.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $62.59万 | 0.25% | 10,055 | -220 | -2.1% | -$1.37万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $62.21万 | 0.24% | 7,822 | 23 | 0.3% | $1,829 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $60.42万 | 0.24% | 13,786 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $60.16万 | 0.24% | 4,134 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $57.63万 | 0.23% | 1,618 | -73 | -4.3% | -$2.60万 | 减仓 |
| V | VISA INC | $55.90万 | 0.22% | 1,542 | 270 | 21.2% | $9.79万 | 加仓 |
| XVV | ISHARES TR | $54.58万 | 0.21% | 9,681 | 47 | 0.5% | $2,650 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $52.91万 | 0.21% | 3,922 | -7 | -0.2% | -$944 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $51.44万 | 0.20% | 4,000 | -8 | -0.2% | -$1,029 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.12万 | 0.20% | 1,922 | -104 | -5.1% | -$2.77万 | 减仓 |
| GOOGL | ALPHABET INC | $49.25万 | 0.19% | 1,508 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $44.97万 | 0.18% | 3,451 | 7 | 0.2% | $912 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.60万 | 0.17% | 1,221 | -317 | -20.6% | -$11.58万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $42.12万 | 0.17% | 2,787 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $40.82万 | 0.16% | 2,077 | -39 | -1.8% | -$7,664 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $40.07万 | 0.16% | 829 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $38.40万 | 0.15% | 7,449 | -126 | -1.7% | -$6,495 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.78万 | 0.14% | 5,255 | -353 | -6.3% | -$2.47万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $33.09万 | 0.13% | 13,146 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $32.87万 | 0.13% | 2,869 | -460 | -13.8% | -$5.27万 | 减仓 |
| SMTH | ALPS ETF TR | $32.44万 | 0.13% | 12,791 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $32.06万 | 0.13% | 5,205 | 27 | 0.5% | $1,663 | 加仓 |
| MA | MASTERCARD INCORPORATED | $31.94万 | 0.13% | 579 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.87万 | 0.12% | 1,459 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $31.68万 | 0.12% | 1,233 | -61 | -4.7% | -$1.57万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $31.25万 | 0.12% | 11,519 | -60 | -0.5% | -$1,628 | 减仓 |
| MRK | MERCK & CO INC | $30.60万 | 0.12% | 2,340 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $30.36万 | 0.12% | 13,355 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $30.11万 | 0.12% | 715 | -203 | -22.1% | -$8.55万 | 减仓 |
| WMT | WALMART INC | $28.99万 | 0.11% | 2,594 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $28.87万 | 0.11% | 6,060 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $28.82万 | 0.11% | 3,027 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.65万 | 0.11% | 565 | -41 | -6.8% | -$2.08万 | 减仓 |
| SUSB | ISHARES TR | $27.34万 | 0.11% | 11,021 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $27.33万 | 0.11% | 766 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $27.28万 | 0.11% | 7,668 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $27.27万 | 0.11% | 911 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $25.51万 | 0.10% | 374 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $24.98万 | 0.10% | 286 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $24.09万 | 0.09% | 2,318 | -479 | -17.1% | -$4.98万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $23.95万 | 0.09% | 1,080 | -6 | -0.6% | -$1,330 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $23.14万 | 0.09% | 4,803 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $22.67万 | 0.09% | 8,844 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.43万 | 0.09% | 4,352 | 4,352 | — | $22.43万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.02万 | 0.09% | 330 | -13 | -3.8% | -$8,673 | 减仓 |
| TIP | ISHARES TR | $21.85万 | 0.09% | 2,035 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.48万 | 0.08% | 2,576 | 2,125 | 471.2% | $17.72万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $20.58万 | 0.08% | 468 | -11 | -2.3% | -$4,838 | 减仓 |
| ETN | EATON CORP PLC | $20.57万 | 0.08% | 516 | 516 | — | $20.57万 | 新建仓 |
| IWM | ISHARES TR | $20.50万 | 0.08% | 700 | 700 | — | $20.50万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.31万 | 0.08% | 5,696 | 5,696 | — | $20.31万 | 新建仓 |
| GLW | CORNING INC | $20.30万 | 0.08% | 1,416 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $20.12万 | 0.08% | 517 | 517 | — | $20.12万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,590 | -100.0% | -$89.83万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,712 | -100.0% | -$23.55万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -8,517 | -100.0% | -$23.30万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,050 | -100.0% | -$20.89万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.76万 | 清仓 |