13F 机构持仓

Three Bearings Fiduciary Advisors, Inc.

HAMPTON NH · SEC CIK 0002140230

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.9%
IWP 7.0%
VUG 5.5%
VNQ 5.0%
ISCG 4.6%
DES 4.5%
MGK 3.7%
IQLT 2.7%
EFAV 2.7%

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
SCHG SCHWAB STRATEGIC TR $2.35万0.02%805 00.0% — 不变
IGSB ISHARES TR $2.31万0.02%440 00.0% — 不变
CCL CARNIVAL CORP $2.27万0.02%878 00.0% — 不变
AVGO BROADCOM INC $2.26万0.02%73 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.12万0.02%354 00.0% — 不变
JPM JPMORGAN CHASE & CO $2.06万0.02%70 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $2.05万0.02%677 40.6% $121 加仓
RDVY FIRST TR EXCHANGE TRADED FD $2.05万0.02%300 00.0% — 不变
IBDR ISHARES TR $1.99万0.02%819 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1.94万0.02%129 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $1.88万0.02%293 00.0% — 不变
DIS DISNEY WALT CO $1.83万0.02%190 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.76万0.02%120 00.0% — 不变
LRCX LAM RESEARCH CORP $1.71万0.02%80 00.0% — 不变
XLK SELECT SECTOR SPDR TR $1.70万0.02%128 00.0% — 不变
EAGG ISHARES TR $1.65万0.02%348 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.63万0.02%147 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $1.63万0.02%34 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.60万0.02%225 00.0% — 不变
COWZ PACER FDS TR $1.55万0.02%248 00.0% — 不变
NUMG NUSHARES ETF TR $1.45万0.01%353 00.0% — 不变
ALL ALLSTATE CORP $1.44万0.01%69 00.0% — 不变
VTI VANGUARD INDEX FDS $1.40万0.01%44 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.39万0.01%307 10.3% $45 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $1.37万0.01%700 00.0% — 不变
— EXXON MOBIL CORP $1.35万0.01%79 45.3% $681 加仓
MFC MANULIFE FINL CORP $1.33万0.01%386 00.0% — 不变
KLAC KLA CORP $1.33万0.01%9 00.0% — 不变
XJH ISHARES TR $1.31万0.01%288 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $1.28万0.01%96 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $1.11万0.01%100 00.0% — 不变
ORCL ORACLE CORP $1.06万0.01%72 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $9,9050.01%100 00.0% — 不变
PFE PFIZER INC $9,4630.01%337 00.0% — 不变
SPDW SPDR INDEX SHS FDS $9,2220.01%202 00.0% — 不变
VTWG VANGUARD SCOTTSDALE FDS $9,1620.01%40 00.0% — 不变
MA MASTERCARD INCORPORATED $8,9940.01%18 00.0% — 不变
GLW CORNING INC $8,9750.01%66 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $8,9680.01%9 -24-72.7% -$2.39万 减仓
CVX CHEVRON CORPORATION $8,8970.01%43 00.0% — 不变
ABT ABBOTT LABORATORIES $8,3170.01%81 -20-19.8% -$2,054 减仓
APH AMPHENOL CORP $8,1030.01%64 00.0% — 不变
VXF VANGUARD INDEX FDS $7,8210.01%38 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $7,7370.01%161 00.0% — 不变
DKNG DRAFTKINGS INC NEW $7,6760.01%355 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $7,5340.01%247 00.0% — 不变
CSCO CISCO SYS INC $7,5270.01%97 00.0% — 不变
VST VISTRA CORP $7,5170.01%50 00.0% — 不变
SUSB ISHARES TR $6,8930.01%275 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $6,8880.01%14 00.0% — 不变
SBUX STARBUCKS CORP $6,5410.01%73 00.0% — 不变
OXY OCCIDENTAL PETE CORP $6,5260.01%100 -20-16.7% -$1,305 减仓
MSTR STRATEGY INC $6,2400.01%50 00.0% — 不变
DUK DUKE ENERGY CORP NEW $6,1550.01%47 00.0% — 不变
HSBC HSBC HLDGS PLC $5,9320.01%70 00.0% — 不变
MRK MERCK & CO INC $5,4860.01%45 2080.0% $2,438 加仓
DLTR DOLLAR TREE INC $5,4760.01%50 00.0% — 不变
WFC WELLS FARGO & CO $5,4140.01%68 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $5,2090.01%52 00.0% — 不变
V VISA INC $5,1390.00%17 00.0% — 不变
AMAT APPLIED MATLS INC $5,1270.00%15 00.0% — 不变
PM PHILIP MORRIS INTL INC $5,0050.00%30 00.0% — 不变
CB CHUBB LTD SWITZ $4,9040.00%15 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $4,7440.00%8 00.0% — 不变
ABBV ABBVIE INC $4,3500.00%20 -90-81.8% -$1.96万 减仓
ELF E L F BEAUTY INC $4,2430.00%70 00.0% — 不变
AXP AMERICAN EXPRESS CO $4,2350.00%14 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $4,1420.00%12 00.0% — 不变
XLF SELECT SECTOR SPDR TR $4,0980.00%83 00.0% — 不变
ASML ASML HLDG NV $3,9630.00%3 00.0% — 不变
RTX RTX CORPORATION $3,8580.00%20 00.0% — 不变
NFLX NETFLIX INC. $3,8460.00%40 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $3,7750.00%24 -5-17.2% -$786 减仓
SCHW SCHWAB CHARLES CORP $3,7600.00%40 00.0% — 不变
CART MAPLEBEAR INC $3,7460.00%100 00.0% — 不变
TER TERADYNE INC $3,5580.00%12 00.0% — 不变
CIFR CIPHER DIGITAL INC $3,4500.00%268 3213.6% $412 加仓
NVCR NOVOCURE LTD $3,2700.00%300 00.0% — 不变
STAG STAG INDUSTRIAL INC $3,2460.00%90 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $3,2380.00%40 00.0% — 不变
PCAR PACCAR INC $3,2340.00%28 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $3,0520.00%15 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $3,0220.00%23 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,9050.00%10 00.0% — 不变
FFIV F5 INC $2,8940.00%10 00.0% — 不变
BLK BLACKROCK INC $2,8860.00%3 00.0% — 不变
C CITIGROUP INC $2,8360.00%25 00.0% — 不变
CMCSA COMCAST CORP NEW $2,8140.00%98 00.0% — 不变
GILD GILEAD SCIENCES INC $2,7880.00%20 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $2,7660.00%6 00.0% — 不变
PWR QUANTA SVCS INC $2,7460.00%5 00.0% — 不变
ALKS ALKERMES PLC $2,6520.00%75 00.0% — 不变
SOUN SOUNDHOUND AI INC $2,6450.00%385 00.0% — 不变
T AT&T INC $2,6100.00%90 00.0% — 不变
TOL TOLL BROTHERS INC $2,5930.00%19 00.0% — 不变
ETN EATON CORP PLC $2,5040.00%7 00.0% — 不变
FDX FEDEX CORP $2,5040.00%7 00.0% — 不变
GRAL GRAIL INC $2,4810.00%48 00.0% — 不变
MS MORGAN STANLEY $2,4690.00%15 00.0% — 不变
SPHY SPDR SERIES TRUST $2,4490.00%105 00.0% — 不变