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 |
|---|---|---|---|---|---|---|---|---|
| DON | WISDOMTREE TR | $1,606.52万 | 14.40% | 284,239 | 924 | 0.3% | $5.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $962.99万 | 8.63% | 60,937 | -919 | -1.5% | -$14.52万 | 减仓 |
| IWP | ISHARES TR | $849.44万 | 7.61% | 58,018 | 1,259 | 2.2% | $18.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $650.84万 | 5.83% | 75,556 | -3,200 | -4.1% | -$27.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $557.40万 | 4.99% | 57,804 | 35 | 0.1% | $3,375 | 加仓 |
| ISCG | ISHARES TR | $555.73万 | 4.98% | 84,793 | -1,312 | -1.5% | -$8.60万 | 减仓 |
| DES | WISDOMTREE TR | $505.38万 | 4.53% | 124,232 | -4,371 | -3.4% | -$17.78万 | 减仓 |
| MGK | VANGUARD WORLD FD | $469.60万 | 4.21% | 53,419 | 709 | 1.3% | $6.23万 | 加仓 |
| IQLT | ISHARES TR | $290.93万 | 2.61% | 58,714 | -981 | -1.6% | -$4.86万 | 减仓 |
| VO | VANGUARD INDEX FDS | $288.11万 | 2.58% | 35,755 | -925 | -2.5% | -$7.45万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $253.53万 | 2.27% | 43,562 | -2,923 | -6.3% | -$17.01万 | 减仓 |
| EFAV | ISHARES TR | $251.95万 | 2.26% | 28,725 | -1,459 | -4.8% | -$12.80万 | 减仓 |
| PFF | ISHARES TR | $227.51万 | 2.04% | 74,617 | 1,875 | 2.6% | $5.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $215.04万 | 1.93% | 36,026 | -434 | -1.2% | -$2.59万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $184.43万 | 1.65% | 22,022 | -1,261 | -5.4% | -$10.56万 | 减仓 |
| IDV | ISHARES TR | $181.89万 | 1.63% | 43,902 | -2,770 | -5.9% | -$11.48万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $174.85万 | 1.57% | 26,361 | -3,024 | -10.3% | -$20.06万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $154.21万 | 1.38% | 55,672 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $146.42万 | 1.31% | 5,060 | -65 | -1.3% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $144.82万 | 1.30% | 5,702 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $141.62万 | 1.27% | 8,604 | -137 | -1.6% | -$2.26万 | 减仓 |
| DLN | WISDOMTREE TR | $139.62万 | 1.25% | 14,495 | -689 | -4.5% | -$6.64万 | 减仓 |
| DGS | WISDOMTREE TR | $130.40万 | 1.17% | 20,151 | -1,180 | -5.5% | -$7.64万 | 减仓 |
| IVV | ISHARES TR | $129.48万 | 1.16% | 1,729 | -189 | -9.9% | -$14.15万 | 减仓 |
| DVY | ISHARES TR | $125.34万 | 1.12% | 8,019 | -605 | -7.0% | -$9.46万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $117.87万 | 1.06% | 3,223 | -99 | -3.0% | -$3.62万 | 减仓 |
| EES | WISDOMTREE TR | $113.71万 | 1.02% | 16,774 | -372 | -2.2% | -$2.52万 | 减仓 |
| IWF | ISHARES TR | $107.83万 | 0.97% | 8,684 | -148 | -1.7% | -$1.84万 | 减仓 |
| VV | VANGUARD INDEX FDS | $82.92万 | 0.74% | 2,411 | 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 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.61万 | 0.73% | 2,902 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $80.51万 | 0.72% | 14,130 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $77.00万 | 0.69% | 5,060 | -140 | -2.7% | -$2.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $62.39万 | 0.56% | 7,108 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $62.34万 | 0.56% | 19,660 | 425 | 2.2% | $1.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $61.71万 | 0.55% | 2,539 | -76 | -2.9% | -$1.85万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $61.04万 | 0.55% | 11,788 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $53.53万 | 0.48% | 9,076 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $40.86万 | 0.37% | 1,348 | -126 | -8.5% | -$3.82万 | 减仓 |
| D | DOMINION ENERGY INC | $32.81万 | 0.29% | 4,804 | 36 | 0.8% | $2,459 | 加仓 |
| VAW | VANGUARD WORLD FD | $30.18万 | 0.27% | 1,319 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $27.20万 | 0.24% | 1,680 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.59万 | 0.23% | 2,585 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $25.46万 | 0.23% | 1,851 | -182 | -9.0% | -$2.50万 | 减仓 |
| GE | GE AEROSPACE | $24.48万 | 0.22% | 655 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $24.43万 | 0.22% | 4,541 | -620 | -12.0% | -$3.33万 | 减仓 |
| MGV | VANGUARD WORLD FD | $22.53万 | 0.20% | 1,378 | 194 | 16.4% | $3.17万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.65万 | 0.19% | 2,740 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $20.64万 | 0.18% | 1,032 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE ETF TRUST | $20.26万 | 0.18% | 8,126 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $19.98万 | 0.18% | 170 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $16.19万 | 0.15% | 453 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $16.01万 | 0.14% | 3,187 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $14.09万 | 0.13% | 591 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $14.02万 | 0.13% | 199 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $12.71万 | 0.11% | 106 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $12.62万 | 0.11% | 1,074 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $11.94万 | 0.11% | 212 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $11.69万 | 0.10% | 278 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $10.95万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $10.43万 | 0.09% | 4,406 | -24 | -0.5% | -$568 | 减仓 |
| GOOG | ALPHABET INC | $10.07万 | 0.09% | 285 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9.32万 | 0.08% | 124 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.03万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $8.91万 | 0.08% | 858 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $8.64万 | 0.08% | 1,551 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7.53万 | 0.07% | 556 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $7.35万 | 0.07% | 3,320 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $7.20万 | 0.06% | 636 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $7.12万 | 0.06% | 191 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $6.93万 | 0.06% | 2,530 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $6.68万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $6.43万 | 0.06% | 360 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $6.26万 | 0.06% | 855 | -51 | -5.6% | -$3,734 | 减仓 |
| AMLP | ALPS ETF TR | $6.16万 | 0.06% | 1,188 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $5.99万 | 0.05% | 399 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $5.98万 | 0.05% | 548 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $5.76万 | 0.05% | 782 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $5.24万 | 0.05% | 298 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $5.21万 | 0.05% | 499 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $5.16万 | 0.05% | 1,171 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $5.12万 | 0.05% | 622 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $5.05万 | 0.05% | 452 | 1 | 0.2% | $112 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.90万 | 0.03% | 266 | 2 | 0.8% | $293 | 加仓 |
| IWD | ISHARES TR | $3.73万 | 0.03% | 154 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.68万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3.47万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| NUMV | NUSHARES ETF TR | $3.47万 | 0.03% | 797 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.14万 | 0.03% | 116 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $3.06万 | 0.03% | 168 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3.00万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.98万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.96万 | 0.03% | 84 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $2.95万 | 0.03% | 402 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $2.78万 | 0.02% | 316 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2.76万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.72万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.72万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2.51万 | 0.02% | 878 | 878 | — | $2.51万 | 新建仓 |
| IBDS | ISHARES TR | $2.48万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |