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
IBDT ISHARES TR $2.46万0.02%974 00.0% — 不变
XLK SELECT SECTOR SPDR TR $2.44万0.02%128 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.43万0.02%354 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $2.43万0.02%1,050 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $2.31万0.02%285 -15-5.0% -$1,216 减仓
IGSB ISHARES TR $2.31万0.02%440 00.0% — 不变
JPM JPMORGAN CHASE & CO $2.29万0.02%70 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $2.26万0.02%681 40.6% $133 加仓
IBIT ISHARES BITCOIN TRUST ETF $2.25万0.02%677 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $2.09万0.02%293 00.0% — 不变
IBDR ISHARES TR $1.98万0.02%819 00.0% — 不变
DIS DISNEY WALT CO $1.84万0.02%190 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1.79万0.02%129 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $1.70万0.02%34 00.0% — 不变
GLW CORNING INC $1.69万0.02%66 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $1.66万0.01%96 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $1.66万0.01%250 00.0% — 不变
NUMG NUSHARES ETF TR $1.66万0.01%353 00.0% — 不变
EAGG ISHARES TR $1.65万0.01%348 00.0% — 不变
ALL ALLSTATE CORP $1.65万0.01%69 00.0% — 不变
VTI VANGUARD INDEX FDS $1.62万0.01%44 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.57万0.01%147 00.0% — 不变
MFC MANULIFE FINL CORP $1.56万0.01%386 00.0% — 不变
COWZ PACER FDS TR $1.54万0.01%248 00.0% — 不变
XJH ISHARES TR $1.50万0.01%288 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.44万0.01%225 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.40万0.01%120 00.0% — 不变
BSCQ INVESCO EXCH TRD SLF IDX FD $1.37万0.01%700 00.0% — 不变
PYPL PAYPAL HLDGS INC $1.33万0.01%308 10.3% $43 加仓
APO APOLLO GLOBAL MGMT INC $1.18万0.01%100 00.0% — 不变
VTWG VANGUARD SCOTTSDALE FDS $1.15万0.01%40 00.0% — 不变
CSCO CISCO SYS INC $1.14万0.01%97 00.0% — 不变
APH AMPHENOL CORP $1.13万0.01%64 00.0% — 不变
AMAT APPLIED MATLS INC $1.08万0.01%15 00.0% — 不变
ORCL ORACLE CORP $1.06万0.01%72 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1.02万0.01%202 00.0% — 不变
VXF VANGUARD INDEX FDS $9,3560.01%38 00.0% — 不变
MA MASTERCARD INCORPORATED $9,2450.01%18 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $8,7140.01%15 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $8,5990.01%247 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $8,4200.01%9 00.0% — 不变
PFE PFIZER INC $8,1150.01%337 00.0% — 不变
VST VISTRA CORP $7,9320.01%50 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $7,7980.01%161 00.0% — 不变
SBUX STARBUCKS CORP $7,4600.01%73 00.0% — 不变
ABT ABBOTT LABORATORIES $7,3500.01%81 00.0% — 不变
CVX CHEVRON CORPORATION $7,1280.01%43 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $7,0260.01%14 00.0% — 不变
WM WASTE MGMT INC DEL $6,9100.01%31 -120-79.5% -$2.67万 减仓
SUSB ISHARES TR $6,8730.01%275 00.0% — 不变
HSBC HSBC HLDGS PLC $6,6570.01%70 00.0% — 不变
CIFR CIPHER DIGITAL INC $6,5660.01%268 00.0% — 不变
INTC INTEL CORP $6,4230.01%46 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $6,3140.01%52 00.0% — 不变
DLTR DOLLAR TREE INC $6,0480.01%50 00.0% — 不变
ASML ASML HLDG NV $5,9690.01%3 00.0% — 不变
DUK DUKE ENERGY CORP NEW $5,9500.01%47 00.0% — 不变
MRK MERCK & CO INC $5,8580.01%45 00.0% — 不变
V VISA INC $5,8330.01%17 00.0% — 不变
WFC WELLS FARGO & CO $5,6200.01%68 00.0% — 不变
PM PHILIP MORRIS INTL INC $5,4720.00%30 00.0% — 不变
ELF E L F BEAUTY INC $5,1800.00%70 00.0% — 不变
CB CHUBB LIMITED $5,1270.00%15 00.0% — 不变
ABBV ABBVIE INC $5,0330.00%20 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4,8830.00%100 00.0% — 不变
AXP AMERICAN EXPRESS CO $4,7360.00%14 00.0% — 不变
CART MAPLEBEAR INC $4,7350.00%100 00.0% — 不变
NVCR NOVOCURE LTD $4,5450.00%300 00.0% — 不变
XLF SELECT SECTOR SPDR TR $4,4500.00%83 00.0% — 不变
MSTR STRATEGY INC $4,3470.00%50 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $4,3350.00%8 00.0% — 不变
FFIV F5 INC $4,1600.00%10 00.0% — 不变
ALKS ALKERMES PLC $3,9300.00%75 00.0% — 不变
RTX RTX CORPORATION $3,7950.00%20 00.0% — 不变
SCHW SCHWAB CHARLES CORP $3,6910.00%40 00.0% — 不变
PWR QUANTA SVCS INC $3,6010.00%5 00.0% — 不变
C CITIGROUP INC $3,4990.00%25 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $3,4880.00%12 00.0% — 不变
STAG STAG INDUSTRIAL INC $3,4610.00%90 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $3,3700.00%23 00.0% — 不变
PCAR PACCAR INC $3,3640.00%28 00.0% — 不变
IREN IREN LIMITED $3,2020.00%70 00.0% — 不变
CAT CATERPILLAR INC $3,1950.00%3 00.0% — 不变
MS MORGAN STANLEY $3,1360.00%15 00.0% — 不变
TOL TOLL BROTHERS INC $3,1310.00%19 00.0% — 不变
ETN EATON CORP PLC $2,9830.00%7 00.0% — 不变
TXN TEXAS INSTRS INC $2,9810.00%10 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $2,9620.00%40 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2,9550.00%24 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,9320.00%10 00.0% — 不变
BLK BLACKROCK INC $2,8850.00%3 00.0% — 不变
NFLX NETFLIX INC. $2,8560.00%40 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $2,7980.00%76 00.0% — 不变
NVO NOVO-NORDISK A S $2,5890.00%54 00.0% — 不变
GILD GILEAD SCIENCES INC $2,5270.00%20 00.0% — 不变
WMS ADVANCED DRAIN SYS INC DEL $2,5120.00%16 00.0% — 不变
PLUS EPLUS INC $2,4970.00%30 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2,4940.00%6 00.0% — 不变
SOUN SOUNDHOUND AI INC $2,4910.00%385 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2,4840.00%5 00.0% — 不变