Three Bearings Fiduciary Advisors, Inc.
HAMPTON NH · SEC CIK 0002140230
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $81.61万 | 0.73% | 2,902 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $82.00万 | 0.73% | 28,315 | -2,500 | -8.1% | -$7.24万 | 减仓 |
| VV | VANGUARD INDEX FDS | $82.92万 | 0.74% | 2,411 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $107.83万 | 0.97% | 8,684 | -148 | -1.7% | -$1.84万 | 减仓 |
| EES | WISDOMTREE TR | $113.71万 | 1.02% | 16,774 | -372 | -2.2% | -$2.52万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $117.87万 | 1.06% | 3,223 | -99 | -3.0% | -$3.62万 | 减仓 |
| DVY | ISHARES TR | $125.34万 | 1.12% | 8,019 | -605 | -7.0% | -$9.46万 | 减仓 |
| IVV | ISHARES TR | $129.48万 | 1.16% | 1,729 | -189 | -9.9% | -$14.15万 | 减仓 |
| DGS | WISDOMTREE TR | $130.40万 | 1.17% | 20,151 | -1,180 | -5.5% | -$7.64万 | 减仓 |
| DLN | WISDOMTREE TR | $139.62万 | 1.25% | 14,495 | -689 | -4.5% | -$6.64万 | 减仓 |
| IWS | ISHARES TR | $141.62万 | 1.27% | 8,604 | -137 | -1.6% | -$2.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $144.82万 | 1.30% | 5,702 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $146.42万 | 1.31% | 5,060 | -65 | -1.3% | -$1.88万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $154.21万 | 1.38% | 55,672 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $174.85万 | 1.57% | 26,361 | -3,024 | -10.3% | -$20.06万 | 减仓 |
| IDV | ISHARES TR | $181.89万 | 1.63% | 43,902 | -2,770 | -5.9% | -$11.48万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $184.43万 | 1.65% | 22,022 | -1,261 | -5.4% | -$10.56万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $215.04万 | 1.93% | 36,026 | -434 | -1.2% | -$2.59万 | 减仓 |
| PFF | ISHARES TR | $227.51万 | 2.04% | 74,617 | 1,875 | 2.6% | $5.72万 | 加仓 |
| EFAV | ISHARES TR | $251.95万 | 2.26% | 28,725 | -1,459 | -4.8% | -$12.80万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $253.53万 | 2.27% | 43,562 | -2,923 | -6.3% | -$17.01万 | 减仓 |
| VO | VANGUARD INDEX FDS | $288.11万 | 2.58% | 35,755 | -925 | -2.5% | -$7.45万 | 减仓 |
| IQLT | ISHARES TR | $290.93万 | 2.61% | 58,714 | -981 | -1.6% | -$4.86万 | 减仓 |
| MGK | VANGUARD WORLD FD | $469.60万 | 4.21% | 53,419 | 709 | 1.3% | $6.23万 | 加仓 |
| DES | WISDOMTREE TR | $505.38万 | 4.53% | 124,232 | -4,371 | -3.4% | -$17.78万 | 减仓 |
| ISCG | ISHARES TR | $555.73万 | 4.98% | 84,793 | -1,312 | -1.5% | -$8.60万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $557.40万 | 4.99% | 57,804 | 35 | 0.1% | $3,375 | 加仓 |
| VUG | VANGUARD INDEX FDS | $650.84万 | 5.83% | 75,556 | -3,200 | -4.1% | -$27.56万 | 减仓 |
| IWP | ISHARES TR | $849.44万 | 7.61% | 58,018 | 1,259 | 2.2% | $18.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $962.99万 | 8.63% | 60,937 | -919 | -1.5% | -$14.52万 | 减仓 |
| DON | WISDOMTREE TR | $1,606.52万 | 14.40% | 284,239 | 924 | 0.3% | $5.22万 | 加仓 |