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
BMY BRISTOL-MYERS SQUIBB CO $2,4260.00%40 00.0% — 不变
SO SOUTHERN CO $2,4130.00%25 00.0% — 不变
IREN IREN LIMITED $2,4000.00%70 00.0% — 不变
TJX TJX COS INC NEW $2,3960.00%15 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $2,3600.00%47 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $2,3500.00%76 00.0% — 不变
PLUS EPLUS INC $2,2580.00%30 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2,2330.00%5 00.0% — 不变
WMS ADVANCED DRAIN SYS INC DEL $2,1950.00%16 00.0% — 不变
MCO MOODYS CORP $2,1820.00%5 00.0% — 不变
NEM NEWMONT CORP $2,1650.00%20 00.0% — 不变
CAT CATERPILLAR INC $2,1260.00%3 00.0% — 不变
CRM SALESFORCE INC $2,0540.00%11 -10-47.6% -$1,867 减仓
NVO NOVO-NORDISK A S $2,0510.00%54 00.0% — 不变
INTC INTEL CORP $2,0300.00%46 00.0% — 不变
BA BOEING CO $1,9910.00%10 -15-60.0% -$2,986 减仓
ACN ACCENTURE PLC IRELAND $1,9830.00%10 00.0% — 不变
COP CONOCOPHILLIPS $1,9800.00%15 00.0% — 不变
WELL WELLTOWER INC $1,9780.00%10 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1,9780.00%10 00.0% — 不变
TXN TEXAS INSTRS INC $1,9420.00%10 00.0% — 不变
DHR DANAHER CORP DEL $1,9000.00%10 -5-33.3% -$950 减仓
HII HUNTINGTON INGALLS INDS INC $1,9000.00%5 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $1,8830.00%30 00.0% — 不变
COF CAPITAL ONE FINL CORP $1,8250.00%10 00.0% — 不变
PH PARKER-HANNIFIN CORP $1,7910.00%2 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $1,7800.00%15 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $1,7410.00%4 00.0% — 不变
SPGI S&P GLOBAL INC $1,7020.00%4 -5-55.6% -$2,128 减仓
APA APA CORPORATION $1,6980.00%40 00.0% — 不变
DE DEERE & CO $1,6950.00%3 00.0% — 不变
MO ALTRIA GROUP INC $1,6770.00%25 00.0% — 不变
— AVALONBAY CMNTYS INC $1,6520.00%10 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $1,6460.00%57 00.0% — 不变
MAR MARRIOTT INTL INC NEW $1,6360.00%5 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $1,6240.00%6 -10-62.5% -$2,707 减仓
IR INGERSOLL RAND INC $1,6030.00%20 00.0% — 不变
— SEALED AIR CORP NEW $1,5560.00%37 00.0% — 不变
QCOM QUALCOMM INC $1,5460.00%12 -5-29.4% -$644 减仓
PENN PENN ENTERTAINMENT INC $1,5030.00%100 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $1,4940.00%13 00.0% — 不变
WY WEYERHAEUSER CO $1,4910.00%61 00.0% — 不变
CVS CVS HEALTH CORP $1,4370.00%20 00.0% — 不变
HCA HCA HEALTHCARE INC $1,4200.00%3 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $1,4160.00%4 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $1,3970.00%5 00.0% — 不变
CTAS CINTAS CORP $1,3540.00%8 00.0% — 不变
NDSN NORDSON CORP $1,3350.00%5 00.0% — 不变
ECL ECOLAB INC $1,3340.00%5 00.0% — 不变
JBL JABIL INC $1,3290.00%5 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1,3110.00%10 00.0% — 不变
STT STATE STR CORP $1,2660.00%10 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $1,2620.00%1 00.0% — 不变
WAB WABTEC $1,2500.00%5 00.0% — 不变
VLO VALERO ENERGY CORP $1,2360.00%5 00.0% — 不变
CSX CSX CORP $1,2320.00%30 00.0% — 不变
MPC MARATHON PETE CORP $1,2210.00%5 00.0% — 不变
TGT TARGET CORP $1,2120.00%10 00.0% — 不变
DG DOLLAR GEN CORP $1,1880.00%10 00.0% — 不变
LOW LOWES COS INC $1,1820.00%5 00.0% — 不变
NKE NIKE INC $1,1720.00%22 -10-31.2% -$533 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,1660.00%19 00.0% — 不变
TDG TRANSDIGM GROUP INC $1,1590.00%1 00.0% — 不变
EXPE EXPEDIA GROUP INC $1,1550.00%5 00.0% — 不变
ETR ENTERGY CORP NEW $1,1240.00%10 00.0% — 不变
GM GENERAL MTRS CO $1,1180.00%15 00.0% — 不变
XLE SELECT SECTOR SPDR TR $1,1030.00%18 00.0% — 不变
— WARNER BROS DISCOVERY INC $1,0990.00%40 00.0% — 不变
AFL AFLAC INC $1,0980.00%10 00.0% — 不变
EIX EDISON INTL $1,0980.00%15 00.0% — 不变
TMUS T-MOBILE US INC $1,0510.00%5 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $1,0410.00%5 00.0% — 不变
F FORD MTR CO $1,0390.00%90 00.0% — 不变
STM STMICROELECTRONICS N V $1,0370.00%30 00.0% — 不变
RL RALPH LAUREN CORP $1,0350.00%3 00.0% — 不变
KVUE KENVUE INC $1,0350.00%60 00.0% — 不变
— ELECTRONIC ARTS INC $1,0200.00%5 00.0% — 不变
J JACOBS SOLUTIONS INC $1,0190.00%8 00.0% — 不变
DAL DELTA AIR LINES INC $9980.00%15 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $9900.00%5 00.0% — 不变
UPS UNITED PARCEL SVCS INC $9840.00%10 00.0% — 不变
ANET ARISTA NETWORKS INC $9830.00%8 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $9700.00%15 00.0% — 不变
ADSK AUTODESK INC $9580.00%4 -5-55.6% -$1,198 减仓
HAS HASBRO INC $9360.00%10 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $9330.00%5 00.0% — 不变
TFC TRUIST FINL CORP $9200.00%20 00.0% — 不变
O REALTY INCOME CORP $9180.00%15 00.0% — 不变
BIIB BIOGEN INC $9170.00%5 00.0% — 不变
ALB ALBEMARLE CORP $9000.00%5 00.0% — 不变
MCK MCKESSON CORP $8670.00%1 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $8340.00%2 00.0% — 不变
VTR VENTAS INC $8180.00%10 00.0% — 不变
XEL XCEL ENERGY INC $8010.00%10 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $7730.00%1 00.0% — 不变
IWN ISHARES TR $7590.00%4 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7550.00%20 00.0% — 不变
ADBE ADOBE INC $7300.00%3 -4-57.1% -$973 减仓
URI UNITED RENTALS INC $7290.00%1 00.0% — 不变
WMB WILLIAMS COS INC $7280.00%10 00.0% — 不变