Three Bearings Fiduciary Advisors, Inc.
HAMPTON NH · SEC CIK 0002140230
$1.03亿2026Q1 申报市值
328持仓数
58.9%前十大占比 · 第一大 14.4%
1 / 85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
IWP 加仓+$28.16万
DSCO 新建仓+$20.19万
VNQ 加仓+$6.87万
ISCG 加仓+$6.52万
DON 加仓+$4.10万
2026Q1 卖出最多 按季末市值估算
VGSH 减仓-$16.75万
IVV 减仓-$15.22万
AAPL 减仓-$6.70万
EFAV 减仓-$6.51万
DGS 减仓-$4.83万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $1.76万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.83万 | 0.02% | 190 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.88万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.94万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $1.99万 | 0.02% | 819 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2.05万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $2.05万 | 0.02% | 677 | 4 | 0.6% | $121 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.06万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $2.12万 | 0.02% | 354 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2.26万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2.27万 | 0.02% | 878 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $2.31万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.35万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $2.40万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $2.44万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $2.47万 | 0.02% | 974 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $2.48万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $2.49万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.60万 | 0.03% | 677 | 13 | 2.0% | $499 | 加仓 |
| IGRO | ISHARES TR | $2.65万 | 0.03% | 316 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $2.66万 | 0.03% | 168 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.76万 | 0.03% | 84 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $2.96万 | 0.03% | 402 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $3.09万 | 0.03% | 797 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $3.29万 | 0.03% | 154 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $3.47万 | 0.03% | 151 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.61万 | 0.03% | 116 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $3.67万 | 0.04% | 298 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $3.81万 | 0.04% | 264 | -48 | -15.4% | -$6,928 | 减仓 |
| EBAY | EBAY INC. | $4.10万 | 0.04% | 451 | -3 | -0.7% | -$273 | 减仓 |
| GLD | SPDR GOLD TR | $4.30万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $4.46万 | 0.04% | 622 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $4.52万 | 0.04% | 499 | 59 | 13.4% | $5,343 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $4.78万 | 0.05% | 1,171 | -102 | -8.0% | -$4,165 | 减仓 |
| IJT | ISHARES TR | $5.21万 | 0.05% | 360 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $5.78万 | 0.06% | 782 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $5.97万 | 0.06% | 548 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $6.25万 | 0.06% | 1,188 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $6.33万 | 0.06% | 906 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $6.73万 | 0.07% | 610 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $6.87万 | 0.07% | 506 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $6.90万 | 0.07% | 399 | -81 | -16.9% | -$1.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $7.07万 | 0.07% | 191 | -67 | -26.0% | -$2.48万 | 减仓 |
| NUBD | NUSHARES ETF TR | $7.37万 | 0.07% | 3,320 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.92万 | 0.08% | 636 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $8.08万 | 0.08% | 913 | -110 | -10.8% | -$9,731 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.09万 | 0.08% | 124 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $8.18万 | 0.08% | 285 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $8.20万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $8.33万 | 0.08% | 858 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.63万 | 0.08% | 556 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $8.77万 | 0.08% | 1,551 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $9.52万 | 0.09% | 4,430 | -39 | -0.9% | -$838 | 减仓 |
| LLY | ELI LILLY & CO | $9.75万 | 0.09% | 106 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $10.33万 | 0.10% | 278 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $10.81万 | 0.10% | 1,074 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $10.95万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $12.13万 | 0.12% | 212 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $12.30万 | 0.12% | 199 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $12.31万 | 0.12% | 591 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $13.03万 | 0.13% | 453 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $14.85万 | 0.14% | 170 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $15.92万 | 0.15% | 3,187 | 274 | 9.4% | $1.37万 | 加仓 |
| MGV | VANGUARD WORLD FD | $17.16万 | 0.17% | 1,184 | 3 | 0.3% | $435 | 加仓 |
| NVDA | NVIDIA CORPORATION | $17.99万 | 0.17% | 1,032 | -63 | -5.8% | -$1.10万 | 减仓 |
| GE | GE AEROSPACE | $18.62万 | 0.18% | 655 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE ETF TRUST | $20.19万 | 0.20% | 8,126 | 8,126 | — | $20.19万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.72万 | 0.21% | 2,740 | -99 | -3.5% | -$7,848 | 减仓 |
| IVW | ISHARES TR | $23.00万 | 0.22% | 2,033 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.40万 | 0.24% | 1,680 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $25.65万 | 0.25% | 5,161 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.66万 | 0.25% | 2,585 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $29.48万 | 0.29% | 4,768 | 51 | 1.1% | $3,153 | 加仓 |
| VAW | VANGUARD WORLD FD | $29.72万 | 0.29% | 1,319 | -75 | -5.4% | -$1.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $38.61万 | 0.37% | 1,474 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.05万 | 0.52% | 9,076 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $55.30万 | 0.54% | 11,788 | -250 | -2.1% | -$1.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $56.81万 | 0.55% | 2,615 | -5 | -0.2% | -$1,086 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $59.01万 | 0.57% | 19,235 | 17 | 0.1% | $522 | 加仓 |
| NEE | NEXTERA ENERGY INC | $66.02万 | 0.64% | 7,108 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $68.88万 | 0.67% | 14,130 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.34万 | 0.68% | 2,902 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $72.05万 | 0.70% | 2,411 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $75.89万 | 0.73% | 5,200 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $77.35万 | 0.75% | 30,815 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $94.15万 | 0.91% | 2,208 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $99.53万 | 0.96% | 17,146 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $100.41万 | 0.97% | 3,322 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $125.29万 | 1.21% | 1,918 | -233 | -10.8% | -$15.22万 | 减仓 |
| IWS | ISHARES TR | $127.39万 | 1.23% | 8,741 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $128.20万 | 1.24% | 21,331 | -803 | -3.6% | -$4.83万 | 减仓 |
| AAPL | APPLE INC | $130.06万 | 1.26% | 5,125 | -264 | -4.9% | -$6.70万 | 减仓 |
| DVY | ISHARES TR | $130.58万 | 1.26% | 8,624 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $135.64万 | 1.31% | 15,184 | 355 | 2.4% | $3.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $137.79万 | 1.33% | 55,672 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $139.39万 | 1.35% | 5,702 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $174.85万 | 1.69% | 23,283 | 5 | 0.0% | $375 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $185.04万 | 1.79% | 29,385 | -58 | -0.2% | -$3,652 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $197.07万 | 1.91% | 36,460 | -113 | -0.3% | -$6,108 | 减仓 |
| IDV | ISHARES TR | $198.64万 | 1.92% | 46,672 | -408 | -0.9% | -$1.74万 | 减仓 |