Three Bridge Wealth Advisors, LLC
CIK 1950962 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $399.3M
- Posisi
- 87
- Per tanggal
- 30 Juni 2026
#4.367 dari 9.443 berdasarkan nilai 13F · top 46.2%
Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 62,78%
- Bobot 25 kepemilikan teratas
- 87,91%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 17,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,99% Perkiraan pembelian $12.767.152 · penjualan $7.607.343
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 59,6% masih dipegang
- Posisi baru
- 9
- Meningkat
- 39
- Menurun
- 23
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Communication Services
8,1%
Technology
4,3%
Financial Services
3,3%
Healthcare
2,8%
Consumer products
0,8%
Industrials
0,6%
Consumer Discretionary
0,5%
Retail
0,4%
Consumer Staples
0,3%
Logistics & Transportation
0,2%
Financials
0,2%
Real Estate
0,1%
Communications
0,1%
Lainnya/Tidak terpetakan
78,5%
Portofolio lengkap 87 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | $64.038.003 | 16,04% | 407.963 | $7.200.203 | Turun ×2 | ||
| VOO | $31.905.372 | 7,99% | 46.454 | $3.060.338 | Turun ×1 | ||
| SPY SPY | $31.049.137 | 7,77% | 41.472 | $4.085.134 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $26.556.566 | 6,65% | 36.023 | $5.953.549 | Naik ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $20.890.686 | 5,23% | 37.087 | $-903.882 | Turun ×1 | ||
| VT | $16.840.305 | 4,22% | 107.297 | $2.266.357 | Naik ×1 | ||
| IWR | $16.742.094 | 4,19% | 151.759 | $2.405.872 | Naik ×4 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $14.591.216 | 3,65% | 261.632 | $2.328.384 | Turun ×1 | ||
| GLD | $14.282.461 | 3,58% | 38.771 | $-3.024.233 | Turun ×2 | ||
| IAU | $13.824.899 | 3,46% | 183.087 | $-2.425.105 | Turun ×3 | ||
| VWO | $12.798.820 | 3,20% | 214.422 | $1.510.204 | Naik ×6 | ||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $10.843.351 | 2,72% | 74.173 | $-2.107.997 | |||
| EEM | $10.367.260 | 2,60% | 151.546 | $1.879.471 | Naik ×3 | ||
| VEA | $10.147.042 | 2,54% | 142.415 | $1.029.287 | Naik ×1 | ||
| IWF | $8.753.293 | 2,19% | 70.494 | $1.338.045 | Naik ×1 | ||
| PRF | $7.748.362 | 1,94% | 143.409 | $1.020.617 | Naik ×1 | ||
| IWM | $7.538.891 | 1,89% | 25.092 | $1.607.475 | Naik ×3 | ||
| PXF | $5.992.719 | 1,50% | 79.227 | $462.186 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.642.338 | 1,41% | 28.199 | $816.413 | Naik ×3 | ||
| RBLX Roblox Corporation Class A Common Stock | $5.339.844 | 1,34% | 98.195 | $-213.443 | Naik ×1 | ||
| ACRS Aclaris Therapeutics, Inc. - Common Stock | $3.781.414 | 0,95% | 714.823 | $1.100.828 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.227.470 | 0,81% | 9.031 | $164.910 | Turun ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $3.049.401 | 0,76% | 8.942 | $1.617.423 | Naik ×2 | ||
| NVO Novo Nordisk A/S Common Stock | $2.719.780 | 0,68% | 56.733 | $532.646 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.382.950 | 0,60% | 8.235 | $263.811 | Turun ×2 | ||
| BRKB | $2.360.840 | 0,59% | 4.718 | $61.638 | Turun ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $2.323.169 | 0,58% | 6.228 | $-80.715 | Turun ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $2.252.046 | 0,56% | 1.132 | $735.733 | Turun ×2 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $2.169.130 | 0,54% | 36.080 | $395.157 | Naik ×1 | ||
| SPYG | $2.165.618 | 0,54% | 18.200 | $383.656 | |||
| JMST | $2.122.447 | 0,53% | 41.617 | $4.001 | Naik ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1.752.328 | 0,44% | 18.065 | $4.935 | Turun ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $1.567.868 | 0,39% | 19.859 | $-124.837 | Naik ×1 | ||
| VOE | $1.398.563 | 0,35% | 7.078 | $197.909 | Naik ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1.328.263 | 0,33% | 5.230 | $-72.623 | Turun ×4 | ||
| GD General Dynamics Corporation Common Stock | $1.319.544 | 0,33% | 3.725 | $18.054 | Turun ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.283.390 | 0,32% | 1.070 | $374.657 | Naik ×1 | ||
| MINT | $1.162.055 | 0,29% | 11.527 | $12.545 | Naik ×1 | ||
| V Visa Inc. | $1.149.008 | 0,29% | 3.349 | $123.205 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.074.830 | 0,27% | 3.042 | $193.883 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $986.134 | 0,25% | 9.650 | $117.021 | Turun ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $951.400 | 0,24% | 6.488 | $11.240 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $949.029 | 0,24% | 5.002 | $-35.918 | Turun ×2 | ||
| ORCL Oracle Corporation Common Stock | $933.084 | 0,23% | 6.367 | $-2.977 | Naik ×1 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $853.955 | 0,21% | 4.519 | $100.640 | |||
| TSLA Tesla, Inc. - Common Stock | $817.646 | 0,20% | 1.944 | $107.975 | Naik ×2 | ||
| VIG | $811.370 | 0,20% | 3.429 | $73.929 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $780.381 | 0,20% | 9.442 | $32.900 | Naik ×2 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $770.181 | 0,19% | 4.095 | $135.315 | Naik ×6 | ||
| BNDX Vanguard Total International Bond ETF | $763.427 | 0,19% | 15.764 | $14.743 | Naik ×1 | ||
| HEZU | $713.425 | 0,18% | 14.225 | $91.792 | |||
| VUG | $670.341 | 0,17% | 7.782 | $31.754 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $639.409 | 0,16% | 1.813 | $38.198 | Turun ×2 | ||
| XYZ Block, Inc. Class A Common Stock, | $628.216 | 0,16% | 8.266 | Naik ×1 | |||
| ACWX iShares MSCI ACWI ex U.S. ETF | $624.688 | 0,16% | 8.208 | $231.670 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $615.380 | 0,15% | 1.880 | $65.301 | Naik ×1 | ||
| IEMG | $596.448 | 0,15% | 7.200 | $85.041 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $594.959 | 0,15% | 636 | $-38.770 | |||
| SCHB | $590.822 | 0,15% | 20.401 | $79.032 | Naik ×2 | ||
| DEO Diageo plc Common Stock | $556.310 | 0,14% | 6.921 | $44.987 | Naik ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $469.838 | 0,12% | 3.470 | $-67.310 | Naik ×1 | ||
| VTI | $435.537 | 0,11% | 1.177 | $57.944 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $426.361 | 0,11% | 4.421 | $33.640 | Naik ×1 | ||
| GOVT | $410.815 | 0,10% | 18.034 | $27.095 | Naik ×5 | ||
| PCY | $396.945 | 0,10% | 18.335 | $13.279 | Turun ×2 | ||
| RBRK Rubrik, Inc. Class A Common Stock | $358.370 | 0,09% | 4.464 | $139.768 | |||
| IWN | $358.304 | 0,09% | 1.620 | $51.203 | |||
| XLK XLK | $350.938 | 0,09% | 1.842 | $146.006 | Naik ×3 | ||
| COMT iShares GSCI Commodity Dynamic Roll Strategy ETF | $342.240 | 0,09% | 11.269 | $7.791 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $335.344 | 0,08% | 1.407 | $42.308 | |||
| HEWJ | $323.890 | 0,08% | 5.020 | $41.364 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $317.570 | 0,08% | 314 | $51.929 | |||
| VV | $311.926 | 0,08% | 907 | $40.869 | |||
| XLI XLI | $275.993 | 0,07% | 1.490 | Naik ×1 | |||
| PECO Phillips Edison & Company, Inc. - Common Stock | $260.462 | 0,07% | 6.242 | $26.415 | Naik ×2 | ||
| ERAS Erasca, Inc. - Common Stock | $256.480 | 0,06% | 14.000 | Naik ×1 | |||
| BSV | $235.678 | 0,06% | 3.025 | $885 | Naik ×6 | ||
| MBB iShares MBS ETF | $230.723 | 0,06% | 2.441 | $15.281 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $230.085 | 0,06% | 1.959 | ||||
| WDAY Workday, Inc. - Class A Common Stock | $228.068 | 0,06% | 1.863 | $-12.934 | Naik ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $225.882 | 0,06% | 568 | ||||
| IVV | $221.671 | 0,06% | 296 | ||||
| IWS | $213.980 | 0,05% | 1.300 | Naik ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $209.776 | 0,05% | 2.274 | $-3.888 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $203.241 | 0,05% | 405 | ||||
| VXF | $200.907 | 0,05% | 816 | Naik ×1 | |||
| WEAV Weave Communications, Inc. Common Stock | $187.918 | 0,05% | 31.372 | $42.979 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| QQQ | $26.556.566 | 6,65% | naik ×6 |
| IWR | $16.742.094 | 4,19% | naik ×4 |
| VWO | $12.798.820 | 3,20% | naik ×6 |
| EEM | $10.367.260 | 2,60% | naik ×3 |
| IWM | $7.538.891 | 1,89% | naik ×3 |
| NVDA | $5.642.338 | 1,41% | naik ×3 |
| VOE | $1.398.563 | 0,35% | naik ×4 |
| IUSG | $770.181 | 0,19% | naik ×6 |
| DEO | $556.310 | 0,14% | naik ×6 |
| GOVT | $410.815 | 0,10% | naik ×5 |
| XLK | $350.938 | 0,09% | naik ×3 |
| BSV | $235.678 | 0,06% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ACWI | Dipangkas | -3K | +$7.2M |
| QQQ | Beli lebih banyak | +327 | +$6.0M |
| SPY | Beli lebih banyak | +125 | +$4.1M |
| VOO | Dipangkas | -2K | +$3.1M |
| GLD | Dipangkas | -1K | -$3.0M |
| IAU | Dipangkas | -1K | -$2.4M |
| IWR | Beli lebih banyak | +4K | +$2.4M |
| PRFZ | Dipangkas | -6K | +$2.3M |
| VT | Beli lebih banyak | +2K | +$2.3M |
| COIN | Hanya pergerakan harga | +0 | -$2.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ULXXXX | 31 Des. 2025 | 36.970 | $2.191.582 | Tidak lagi dilacak |
| GTLB | 31 Maret 2025 | 36.572 | $2.060.832 | -11,7% |
| CART | 31 Des. 2025 | 55.041 | $2.023.307 | 9,3% |
| PLTR | 30 Sep. 2025 | 13.319 | $1.815.646 | -6,2% |
| AVGO | 30 Sep. 2025 | 3.667 | $1.010.809 | 9,6% |
| IMNM | 30 Juni 2026 | 37.615 | $822.640 | 36,7% |
| SCHF | 30 Juni 2026 | 23.280 | $576.181 | Tidak lagi dilacak |
| VV | 30 Sep. 2025 | 1.815 | $519.359 | Tidak lagi dilacak |
| IBIT | 31 Maret 2026 | 10.310 | $511.892 | |
| ACN | 30 Juni 2026 | 2.581 | $511.786 | 44,9% |
| NOW | 30 Sep. 2025 | 496 | $509.928 | -32,9% |
| NFLX | 30 Sep. 2025 | 376 | $503.513 | -93,3% |
| ABBV | 30 Sep. 2025 | 2.668 | $495.234 | 14,6% |
| ISRG | 30 Sep. 2025 | 892 | $484.722 | -10,0% |
| JQUA | 31 Maret 2025 | 8.291 | $474.826 | Tidak lagi dilacak |
| VGK | 31 Maret 2026 | 4.954 | $414.205 | Tidak lagi dilacak |
| LIN | 30 Sep. 2025 | 874 | $410.063 | 1,4% |
| XOM | 30 Sep. 2025 | 3.748 | $404.034 | 48,9% |
| HON | 30 Juni 2026 | 1.765 | $398.943 | 0,8% |
| BKNG | 30 Sep. 2025 | 68 | $393.668 | -96,0% |
| CTAS | 30 Sep. 2025 | 1.732 | $386.011 | -0,5% |
| VGK | 30 Sep. 2025 | 4.912 | $380.680 | Tidak lagi dilacak |
| WFC | 30 Sep. 2025 | 4.538 | $363.585 | 4,0% |
| UBER | 30 Sep. 2025 | 3.701 | $345.303 | -22,4% |
| ICE | 30 Sep. 2025 | 1.875 | $344.006 | -5,8% |
| BDX | 31 Maret 2025 | 1.453 | $329.642 | 3,2% |
| CRVS | 30 Juni 2026 | 22.371 | $327.288 | 3,9% |
| CRM | 30 Sep. 2025 | 1.178 | $321.483 | -14,8% |
| PH | 30 Sep. 2025 | 452 | $315.708 | 37,0% |
| TJX | 30 Sep. 2025 | 2.476 | $305.761 | 3,0% |
| TMO | 31 Maret 2026 | 525 | $304.437 | 25,2% |
| PWR | 30 Sep. 2025 | 772 | $291.878 | 62,4% |
| ADI | 30 Sep. 2025 | 1.219 | $290.146 | 52,5% |
| XLK | 31 Maret 2025 | 1.238 | $287.860 | Tidak lagi dilacak |
| CB | 30 Sep. 2025 | 991 | $287.113 | 23,3% |
| MDLZ | 30 Sep. 2025 | 4.082 | $277.209 | 2,2% |
| CSCO | 30 Sep. 2025 | 3.918 | $271.819 | 62,4% |
| IEMG | 31 Maret 2025 | 5.147 | $268.776 | Tidak lagi dilacak |
| PGR | 30 Sep. 2025 | 1.001 | $267.127 | -13,5% |
| MA | 30 Sep. 2025 | 469 | $263.550 | 2,2% |
| ABT | 30 Sep. 2025 | 1.937 | $263.451 | -14,3% |
| EFA | 31 Des. 2025 | 2.810 | $262.370 | Tidak lagi dilacak |
| ADBE | 30 Sep. 2025 | 666 | $257.662 | -23,2% |
| MS | 30 Sep. 2025 | 1.827 | $257.351 | 36,7% |
| INTU | 30 Juni 2026 | 591 | $255.537 | 38,1% |
| MCK | 30 Sep. 2025 | 341 | $249.878 | 11,9% |
| NVDL | 31 Maret 2025 | 3.742 | $248.431 | |
| CTVA | 30 Sep. 2025 | 3.301 | $246.024 | 16,9% |
| IDXX | 30 Sep. 2025 | 454 | $243.498 | -10,8% |
| BAC | 30 Sep. 2025 | 5.121 | $242.326 | 24,2% |
| XLY | 30 Juni 2026 | 2.206 | $240.410 | Tidak lagi dilacak |
| ETN | 30 Sep. 2025 | 670 | $239.183 | 11,8% |
| XLC | 31 Maret 2026 | 2.028 | $238.736 | Tidak lagi dilacak |
| DHR | 30 Sep. 2025 | 1.202 | $237.828 | 6,0% |
| COF | 30 Sep. 2025 | 1.112 | $236.589 | 5,5% |
| EQIX | 30 Sep. 2025 | 289 | $229.891 | 36,2% |
| WMT | 31 Maret 2026 | 2.053 | $229.207 | -6,2% |
| NKE | 30 Sep. 2025 | 3.099 | $224.786 | -41,3% |
| ANET | 30 Sep. 2025 | 2.192 | $224.264 | 29,6% |
| PXH | 31 Des. 2025 | 8.725 | $221.788 | Tidak lagi dilacak |
| CMF | 30 Juni 2026 | 3.886 | $220.985 | Tidak lagi dilacak |
| KO | 31 Maret 2025 | 3.539 | $220.338 | 25,5% |
| DASH | 31 Maret 2026 | 962 | $217.874 | 46,1% |
| AXP | 30 Sep. 2025 | 676 | $215.630 | 3,2% |
| KKR | 30 Sep. 2025 | 1.577 | $209.788 | -15,0% |
| CRM | 31 Maret 2025 | 611 | $204.520 | -24,8% |
| IVV | 31 Maret 2026 | 296 | $202.742 | Tidak lagi dilacak |
| MTTR | 31 Maret 2025 | 30.970 | $146.798 | Tidak lagi dilacak |