Tribridge Partners Financial LLC
CIK 2083677 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $255.2M
- 持仓
- 82
- 截至
- 2026年6月30日
按 13F 价值排名第 5670（共 9443） · 前 60.0%
投资组合价值同比（季度）：+5.6% 13F不披露现金
- 前十大持仓权重
- 73.29%
- 前二十五大持仓权重
- 91.69%
- 持仓高于 1%
- 15
- 有效持仓数量
- 15.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.06% 估计买入 $17510428 · 卖出 $7598033
中位数持有期：5.0 季度 跟踪时间 Q2 2025–Q2 2026 · 90.1% 仍持有
- 新仓位
- 7
- 增加
- 14
- 减少
- 34
- 已结清
- 5
本页内容
行业细分
Technology
2.5%
Industrials
0.8%
Healthcare
0.6%
Retail
0.4%
Communication Services
0.4%
Financial Services
0.4%
Consumer Discretionary
0.3%
Financials
0.2%
Communications
0.1%
Materials
0.1%
其他/未映射
94.0%
完整投资组合 82 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| CGGR | $28016529 | 10.98% | 628455 | $1527987 | 下跌 ×1 | ||
| VOO | $26524312 | 10.39% | 39046 | $2244672 | 下跌 ×1 | ||
| CGCV | $25946680 | 10.17% | 783414 | $2262596 | 下跌 ×1 | ||
| VO | $18824508 | 7.38% | 232373 | $1372562 | 上涨 ×4 | ||
| VB | $18058280 | 7.08% | 60827 | $1611075 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $15539594 | 6.09% | 185459 | $770967 | 下跌 ×1 | ||
| CGCP | $15111172 | 5.92% | 685314 | $-400432 | 下跌 ×1 | ||
| CGXU | $14263801 | 5.59% | 429116 | $1186650 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $14191485 | 5.56% | 195853 | $-416803 | 下跌 ×1 | ||
| BSV | $10554163 | 4.14% | 136183 | $-182168 | 下跌 ×2 | ||
| BNDX Vanguard Total International Bond ETF | $9907338 | 3.88% | 206747 | $144086 | 上涨 ×4 | ||
| VWO | $9865056 | 3.87% | 169415 | $511923 | 下跌 ×1 | ||
| CGUI | $6670193 | 2.61% | 263072 | $-97153 | 下跌 ×1 | ||
| CGDV | $3735915 | 1.46% | 76305 | $-132083 | 下跌 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $2845508 | 1.12% | 7313 | $58450 | 下跌 ×1 | ||
| CGMU | $2382825 | 0.93% | 87895 | $81009 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $2306823 | 0.90% | 6847 | $525108 | 下跌 ×1 | ||
| CGSM | $2222949 | 0.87% | 84571 | $96418 | 上涨 ×4 | ||
| VTES | $1293699 | 0.51% | 12856 | $136161 | 上涨 ×4 | ||
| IDEV | $1253898 | 0.49% | 14021 | $71086 | |||
| VUSB | $1049962 | 0.41% | 21126 | 上涨 ×1 | |||
| IJH | $939282 | 0.37% | 12359 | $110252 | 上涨 ×4 | ||
| IVV | $838339 | 0.33% | 1129 | $522697 | 上涨 ×2 | ||
| INTU Intuit Inc. - Common Stock | $835449 | 0.33% | 2749 | $-325949 | |||
| VTEI | $821190 | 0.32% | 8268 | $80903 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $799221 | 0.31% | 3454 | $49293 | 下跌 ×2 | ||
| VTEB | $774866 | 0.30% | 15594 | $77166 | 上涨 ×4 | ||
| SBUX Starbucks Corporation - Common Stock | $660251 | 0.26% | 6370 | $84594 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $631260 | 0.25% | 1933 | $6416 | 下跌 ×1 | ||
| SPYV | $625852 | 0.25% | 10055 | $43037 | 下跌 ×1 | ||
| VSGX | $622084 | 0.24% | 7822 | $60868 | 上涨 ×1 | ||
| CGUS | $604240 | 0.24% | 13786 | $70446 | |||
| IJR | $601605 | 0.24% | 4134 | $83058 | |||
| JPM JP Morgan Chase & Co. Common Stock | $576332 | 0.23% | 1618 | $78163 | 下跌 ×1 | ||
| V Visa Inc. | $559021 | 0.22% | 1542 | $176403 | 上涨 ×1 | ||
| XVV | $545815 | 0.21% | 9681 | $66682 | 上涨 ×1 | ||
| VIOO | $529075 | 0.21% | 3922 | $73550 | 下跌 ×1 | ||
| IVOO | $514393 | 0.20% | 4000 | $52036 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $511156 | 0.20% | 1922 | $18757 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $492452 | 0.19% | 1508 | $46431 | |||
| ESGV | $449700 | 0.18% | 3451 | $59185 | 上涨 ×1 | ||
| VTI | $446035 | 0.17% | 1221 | $-51978 | 下跌 ×1 | ||
| VSS | $421171 | 0.17% | 2787 | $12346 | |||
| NVDA NVIDIA Corporation - Common Stock | $408151 | 0.16% | 2077 | $32794 | 下跌 ×1 | ||
| TT Trane Technologies plc | $400689 | 0.16% | 829 | $46648 | |||
| XJH | $383996 | 0.15% | 7449 | $37393 | 下跌 ×1 | ||
| VEA | $367850 | 0.14% | 5255 | $5349 | 下跌 ×2 | ||
| SPAB | $330885 | 0.13% | 13146 | $-5653 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $328695 | 0.13% | 2869 | $65637 | 下跌 ×1 | ||
| SMTH | $324444 | 0.13% | 12791 | $-6075 | |||
| VCEB | $320602 | 0.13% | 5205 | $-5042 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $319440 | 0.13% | 579 | $33738 | |||
| RTX RTX Corporation Common Stock | $318675 | 0.12% | 1459 | $32405 | |||
| ABBV AbbVie Inc. Common Stock | $316770 | 0.12% | 1233 | $46531 | 下跌 ×1 | ||
| SCHF | $312510 | 0.12% | 11519 | $23267 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $305978 | 0.12% | 2340 | $23142 | |||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $303559 | 0.12% | 13355 | $-5409 | |||
| IWV | $301079 | 0.12% | 715 | $-42051 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $289854 | 0.11% | 2594 | $-36445 | |||
| FAST Fastenal Company - Common Stock | $288698 | 0.11% | 6060 | $8120 | |||
| LDUR | $288246 | 0.11% | 3027 | $-711 | |||
| LIN Linde plc - Ordinary Shares | $286466 | 0.11% | 565 | $-18110 | 下跌 ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $273431 | 0.11% | 11021 | $-2094 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $273332 | 0.11% | 766 | $-72954 | |||
| CGIC | $272751 | 0.11% | 7668 | $17253 | |||
| UNP Union Pacific Corporation Common Stock | $272662 | 0.11% | 911 | $49731 | |||
| QQQ Invesco QQQ Trust, Series 1 | $255113 | 0.10% | 374 | $36330 | |||
| CAT Caterpillar, Inc. Common Stock | $249758 | 0.10% | 286 | $44633 | |||
| EFA | $240863 | 0.09% | 2318 | $-33243 | 下跌 ×1 | ||
| VTV | $239458 | 0.09% | 1080 | $25527 | 下跌 ×1 | ||
| SCHC | $231361 | 0.09% | 4803 | $5764 | |||
| MNBD | $226716 | 0.09% | 8844 | $-2388 | |||
| XJR | $224265 | 0.09% | 4352 | 上涨 ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $220166 | 0.09% | 330 | $-41149 | 下跌 ×1 | ||
| TIP | $218539 | 0.09% | 2035 | $-6959 | |||
| VUG | $214787 | 0.08% | 2576 | ||||
| SPGI S&P Global Inc. Common Stock | $205840 | 0.08% | 468 | $-686 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $205698 | 0.08% | 516 | 上涨 ×1 | |||
| IWM | $205037 | 0.08% | 700 | 上涨 ×1 | |||
| SCHE | $203062 | 0.08% | 5696 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $202998 | 0.08% | 1416 | $-6457 | |||
| GD General Dynamics Corporation Common Stock | $201185 | 0.08% | 517 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VO | $18824508 | 7.38% | 上涨 ×4 |
| BNDX | $9907338 | 3.88% | 上涨 ×4 |
| CGMU | $2382825 | 0.93% | 上涨 ×4 |
| CGSM | $2222949 | 0.87% | 上涨 ×4 |
| VTES | $1293699 | 0.51% | 上涨 ×4 |
| IJH | $939282 | 0.37% | 上涨 ×4 |
| VTEI | $821190 | 0.32% | 上涨 ×3 |
| VTEB | $774866 | 0.30% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 5590 | $898257 | 21.7% |
| VTIP | 2026年6月30日 | 4712 | $235529 | |
| CGMS | 2026年6月30日 | 8517 | $233025 | 不再跟踪 |
| VUG | 2026年3月31日 | 451 | $220025 | 不再跟踪 |
| CVX | 2026年6月30日 | 1050 | $208919 | 24.6% |
| SNPS | 2025年12月31日 | 441 | $207775 | -15.2% |
| WCN | 2026年6月30日 | 1250 | $207600 | 1.2% |
| HD | 2025年9月30日 | 1551 | $569 | -17.2% |
| IBM | 2025年9月30日 | 1600 | $472 | -17.2% |
| IWF | 2025年9月30日 | 592 | $251 | 不再跟踪 |