13F 机构持仓

Three Bearings Fiduciary Advisors, Inc.

HAMPTON NH · SEC CIK 0002140230

2026Q22026Q1 更早 9 个季度 🔒
$1.12亿2026Q2 申报市值
312持仓数
60.4%前十大占比 · 第一大 14.4%
2 / 19新建仓 / 清仓
申报市值走势$1.12亿2026Q2
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

DON 14.4%
VYM 8.6%
IWP 7.6%
VUG 5.8%
VNQ 5.0%
ISCG 5.0%
DES 4.5%
MGK 4.2%
IQLT 2.6%
VO 2.6%

2026Q2 买入最多 按季末市值估算

IWP 加仓+$18.43万
MGK 加仓+$6.23万
PFF 加仓+$5.72万
DON 加仓+$5.22万
MGV 加仓+$3.17万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$27.56万
XMLV 减仓-$20.06万
DES 减仓-$17.78万
VGSH 减仓-$17.01万
VYM 减仓-$14.52万

2026Q2 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
VTWG VANGUARD SCOTTSDALE FDS $1.15万0.01%40 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1.18万0.01%100 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.33万0.01%308 10.3% $43 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1.37万0.01%700 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.40万0.01%120 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.44万0.01%225 00.0% — 不变
XJH ISHARES TR $1.50万0.01%288 00.0% — 不变
COWZ PACER FDS TR $1.54万0.01%248 00.0% — 不变
MFC MANULIFE FINL CORP $1.56万0.01%386 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.57万0.01%147 00.0% — 不变
VTI VANGUARD INDEX FDS $1.62万0.01%44 00.0% — 不变
ALL ALLSTATE CORP $1.65万0.01%69 00.0% — 不变
EAGG ISHARES TR $1.65万0.01%348 00.0% — 不变
NUMG NUSHARES ETF TR $1.66万0.01%353 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $1.66万0.01%250 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $1.66万0.01%96 00.0% — 不变
GLW CORNING INC $1.69万0.02%66 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $1.70万0.02%34 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1.79万0.02%129 00.0% — 不变
DIS DISNEY WALT CO $1.84万0.02%190 00.0% — 不变
IBDR ISHARES TR $1.98万0.02%819 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $2.09万0.02%293 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $2.25万0.02%677 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $2.26万0.02%681 40.6% $133 加仓
JPM JPMORGAN CHASE & CO $2.29万0.02%70 00.0% — 不变
IGSB ISHARES TR $2.31万0.02%440 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $2.31万0.02%285 -15-5.0% -$1,216 减仓
SCHZ SCHWAB STRATEGIC TR $2.43万0.02%1,050 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.43万0.02%354 00.0% — 不变
XLK SELECT SECTOR SPDR TR $2.44万0.02%128 00.0% — 不变
IBDT ISHARES TR $2.46万0.02%974 00.0% — 不变
IBDS ISHARES TR $2.48万0.02%1,022 00.0% — 不变
CCL CARNIVAL CORP LTD $2.51万0.02%878 878— $2.51万 新建仓
KLAC KLA CORP $2.72万0.02%90 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $2.72万0.02%805 00.0% — 不变
AVGO BROADCOM INC $2.76万0.02%73 00.0% — 不变
IGRO ISHARES TR $2.78万0.02%316 00.0% — 不变
BND VANGUARD BD INDEX FDS $2.95万0.03%402 00.0% — 不变
HD HOME DEPOT INC $2.96万0.03%84 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $2.98万0.03%100 00.0% — 不变
IMCG ISHARES TR $3.00万0.03%305 00.0% — 不变
IYY ISHARES TR $3.06万0.03%168 00.0% — 不变
MCD MCDONALDS CORP $3.14万0.03%116 00.0% — 不变
NUMV NUSHARES ETF TR $3.47万0.03%797 00.0% — 不变
LRCX LAM RESEARCH CORP $3.47万0.03%80 00.0% — 不变
GLD SPDR GOLD TR $3.68万0.03%100 00.0% — 不变
IWD ISHARES TR $3.73万0.03%154 00.0% — 不变
PG PROCTER & GAMBLE CO $3.90万0.03%266 20.8% $293 加仓
EBAY EBAY INC. $5.05万0.05%452 10.2% $112 加仓
VSGX VANGUARD WORLD FD $5.12万0.05%622 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $5.16万0.05%1,171 00.0% — 不变
ITB ISHARES TR $5.21万0.05%499 00.0% — 不变
ILMN ILLUMINA INC $5.24万0.05%298 00.0% — 不变
MLPX GLOBAL X FDS $5.76万0.05%782 00.0% — 不变
LQD ISHARES TR $5.98万0.05%548 00.0% — 不变
VDE VANGUARD WORLD FD $5.99万0.05%399 00.0% — 不变
AMLP ALPS ETF TR $6.16万0.06%1,188 00.0% — 不变
DWM WISDOMTREE TR $6.26万0.06%855 -51-5.6% -$3,734 减仓
IJT ISHARES TR $6.43万0.06%360 00.0% — 不变
TIP ISHARES TR $6.68万0.06%610 00.0% — 不变
HDV ISHARES TR $6.93万0.06%2,530 00.0% — 不变
MSFT MICROSOFT CORP $7.12万0.06%191 00.0% — 不变
WMT WALMART INC $7.20万0.06%636 00.0% — 不变
NUBD NUSHARES ETF TR $7.35万0.07%3,320 00.0% — 不变
PEP PEPSICO INC $7.53万0.07%556 00.0% — 不变
PSP INVESCO EXCHANGE TRADED FD T $8.64万0.08%1,551 00.0% — 不变
EFA ISHARES TR $8.91万0.08%858 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $9.03万0.08%400 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $9.32万0.08%124 00.0% — 不变
GOOG ALPHABET INC $10.07万0.09%285 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $10.43万0.09%4,406 -24-0.5% -$568 减仓
GLXY GALAXY DIGITAL INC. $10.95万0.10%5,000 00.0% — 不变
TSLA TESLA INC $11.69万0.10%278 00.0% — 不变
META META PLATFORMS INC $11.94万0.11%212 00.0% — 不变
IJK ISHARES TR $12.62万0.11%1,074 00.0% — 不变
LLY ELI LILLY & CO $12.71万0.11%106 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $14.02万0.13%199 00.0% — 不变
AMZN AMAZON COM INC $14.09万0.13%591 00.0% — 不变
VTIP VANGUARD MALVERN FDS $16.01万0.14%3,187 00.0% — 不变
GOOGL ALPHABET INC $16.19万0.15%453 00.0% — 不变
GEV GE VERNOVA INC $19.98万0.18%170 00.0% — 不变
DSCO DOUBLELINE ETF TRUST $20.26万0.18%8,126 00.0% — 不变
NVDA NVIDIA CORPORATION $20.64万0.18%1,032 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $21.65万0.19%2,740 00.0% — 不变
MGV VANGUARD WORLD FD $22.53万0.20%1,378 19416.4% $3.17万 加仓
DEM WISDOMTREE TR $24.43万0.22%4,541 -620-12.0% -$3.33万 减仓
GE GE AEROSPACE $24.48万0.22%655 00.0% — 不变
IVW ISHARES TR $25.46万0.23%1,851 -182-9.0% -$2.50万 减仓
AGG ISHARES TR $25.59万0.23%2,585 00.0% — 不变
MMM 3M CO $27.20万0.24%1,680 00.0% — 不变
VAW VANGUARD WORLD FD $30.18万0.27%1,319 00.0% — 不变
D DOMINION ENERGY INC $32.81万0.29%4,804 360.8% $2,459 加仓
VB VANGUARD INDEX FDS $40.86万0.37%1,348 -126-8.5% -$3.82万 减仓
VGIT VANGUARD SCOTTSDALE FDS $53.53万0.48%9,076 00.0% — 不变
SPEM SPDR INDEX SHS FDS $61.04万0.55%11,788 00.0% — 不变
VBR VANGUARD INDEX FDS $61.71万0.55%2,539 -76-2.9% -$1.85万 减仓
SCHD SCHWAB STRATEGIC TR $62.34万0.56%19,660 4252.2% $1.35万 加仓
NEE NEXTERA ENERGY INC $62.39万0.56%7,108 00.0% — 不变
SDY SPDR SERIES TRUST $77.00万0.69%5,060 -140-2.7% -$2.13万 减仓
BAC BANK OF AMER CORP $80.51万0.72%14,130 00.0% — 不变