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Three Bearings Fiduciary Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Three Bearings Fiduciary Advisors, Inc.

No.8970 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.12亿
环比变动 Q1 2026
+$825.5万+8.0%
持仓股票数
312
新买入
1
加仓
17
减仓
28
清仓
17
持股不变
266
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
14.4%14.4%$1,606.5万28.4万股$1,488.5万28.3万股+924股+0.33%加仓
V先锋领航白厅基金VYM
8.63%8.86%$963.0万6.1万股$916.1万6.2万股-919股-1.49%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
7.61%7.04%$849.4万5.8万股$727.2万5.7万股+1,259股+2.22%加仓
V先锋领航指数基金VUG
5.83%5.55%$650.8万7.6万股$573.3万1.3万股+6.2万股+475.62%加仓
V先锋领航指数基金VNQ
4.99%4.96%$557.4万5.8万股$512.4万5.8万股+35股+0.06%加仓
IiShares安硕信托ISCG
4.98%4.57%$555.7万8.5万股$471.9万8.6万股-1,312股-1.52%减仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
4.53%4.47%$505.4万12.4万股$462.2万12.9万股-4,371股-3.40%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
4.21%3.75%$469.6万5.3万股$387.4万1.1万股+4.3万股+406.73%加仓
IiShares安硕信托IQLT
2.61%2.67%$290.9万5.9万股$276.0万6.0万股-981股-1.64%减仓
V先锋领航·MIDVO
2.58%2.55%$288.1万3.6万股$263.3万9,170股+2.7万股+289.91%加仓
V先锋领航斯科茨代尔基金VGSH
2.27%2.63%$253.5万4.4万股$272.1万4.6万股-2,923股-6.29%减仓
IiShares安硕信托EFAV
2.26%2.67%$251.9万2.9万股$275.8万3.0万股-1,459股-4.83%减仓
IiShares安硕信托PFF
2.04%2.13%$227.5万7.5万股$220.6万7.3万股+1,875股+2.58%加仓
V先锋领航·FSTEVWO
1.93%1.91%$215.0万3.6万股$197.1万3.6万股-434股-1.19%减仓
V先锋领航国际股票指数基金VEU
1.65%1.69%$184.4万2.2万股$174.9万2.3万股-1,261股-5.42%减仓
IiShares安硕信托IDV
1.63%1.92%$181.9万4.4万股$198.6万4.7万股-2,770股-5.94%减仓
I景顺交易所交易基金IIXMLV
1.57%1.79%$174.9万2.6万股$185.0万2.9万股-3,024股-10.29%减仓
S嘉信策略信托SCHF
1.38%1.33%$154.2万5.6万股$137.8万5.6万股00.00%持仓不变
苹果AAPL
1.31%1.26%$146.4万5,060股$130.1万5,125股-65股-1.27%减仓
强生JNJ
1.3%1.35%$144.8万5,702股$139.4万5,702股00.00%持仓不变
IiShares安硕信托IWS
1.27%1.23%$141.6万8,604股$127.4万8,741股-137股-1.57%减仓
WWisdomTree信托DLN
1.25%1.31%$139.6万1.4万股$135.6万1.5万股-689股-4.54%减仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
1.17%1.24%$130.4万2.0万股$128.2万2.1万股-1,180股-5.53%减仓
IiShares安硕信托IVV
1.16%1.21%$129.5万1,729股$125.3万1,918股-189股-9.85%减仓
IiShares安硕信托DVY
1.12%1.26%$125.3万8,019股$130.6万8,624股-605股-7.02%减仓
V先锋领航指数基金VBK
1.06%0.97%$117.9万3,223股$100.4万3,322股-99股-2.98%减仓
WWISDOMTREE U.S. SMALLCAP FUNDEES
1.02%0.96%$113.7万1.7万股$99.5万1.7万股-372股-2.17%减仓
IiShares安硕·RUSSELLIWF
0.97%0.91%$107.8万8,684股$94.1万2,208股+6,476股+293.30%加仓
V先锋领航指数基金VV
0.74%0.7%$82.9万2,411股$72.1万2,411股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.73%0.75%$82.0万2.8万股$77.3万3.1万股-2,500股-8.11%减仓
IIBMIBM
0.73%0.68%$81.6万2,902股$70.3万2,902股00.00%持仓不变
BBANK OF AMERBAC
0.72%0.67%$80.5万1.4万股$68.9万1.4万股00.00%持仓不变
SSPDR道富系列信托SDY
0.69%0.73%$77.0万5,060股$75.9万5,200股-140股-2.69%减仓
N新纪元能源NEE
0.56%0.64%$62.4万7,108股$66.0万7,108股00.00%持仓不变
S嘉信策略信托SCHD
0.56%0.57%$62.3万2.0万股$59.0万1.9万股+425股+2.21%加仓
V先锋领航·SMALLVBR
0.55%0.55%$61.7万2,539股$56.8万2,615股-76股-2.91%减仓
SSPDR道富指数基金SPEM
0.55%0.54%$61.0万1.2万股$55.3万1.2万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGIT
0.48%0.52%$53.5万9,076股$54.0万9,076股00.00%持仓不变
V先锋领航指数基金VB
0.37%0.37%$40.9万1,348股$38.6万1,474股-126股-8.55%减仓
道明尼能源D
0.29%0.29%$32.8万4,804股$29.5万4,768股+36股+0.76%加仓
V先锋领航全球基金VAW
0.27%0.29%$30.2万1,319股$29.7万1,319股00.00%持仓不变
3M COMMMM
0.24%0.24%$27.2万1,680股$24.4万1,680股00.00%持仓不变
IiShares安硕信托AGG
0.23%0.25%$25.6万2,585股$25.7万2,585股00.00%持仓不变
IiShares安硕信托IVW
0.23%0.22%$25.5万1,851股$23.0万2,033股-182股-8.95%减仓
GE航空GE
0.22%0.18%$24.5万655股$18.6万655股00.00%持仓不变
WWisdomTree信托DEM
0.22%0.25%$24.4万4,541股$25.6万5,161股-620股-12.01%减仓
V先锋领航全球基金MGV
0.2%0.17%$22.5万1,378股$17.2万1,184股+194股+16.39%加仓
V先锋领航斯科茨代尔基金BSV
0.19%0.21%$21.7万2,740股$21.7万2,740股00.00%持仓不变
英伟达NVDA
0.18%0.17%$20.6万1,032股$18.0万1,032股00.00%持仓不变
DDOUBLELINE SECURITIZED CREDIT ETFDSCO
0.18%0.2%$20.3万8,126股$20.2万8,126股00.00%持仓不变

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