BA

Bridgewater Advisors Inc.

分散型投资策略趋势追踪型长期持有型

申报总市值

US$16.8亿

申报季度: 2026-03-31 · 持股只数: 456

Bridgewater Advisors Inc.在最新一期 13F 报告中披露了 456 项持股，申报期为 2026-03-31，总持股市值约为 US$16.8亿，季度换手率为 17.4%。

浏览其他10 亿至 100 亿美元机构浏览其他以“B”开头的机构

机构性格雪花图

集中度
10.68
持仓稳定性
17.38
动能／逆势
100
行业集中度
58.41
多样化
100
仓位均衡度
66.54

近期动向

  • 加仓 AAPL

    +14.4%　US$1782.5万

  • 加仓 JBND

    +30.2%　US$1921.9万

  • 减仓 DIA

    -39.1%　-US$865.0万

  • 加仓 AVUS

    +8.8%　US$1502.0万

  • 加仓 MUNY

    +43.5%　US$818.9万

  • 减仓 JMST

    -9.0%　-US$331.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AVLVAvantis US Large Cap ValueETF-大型股与成长6.24%+0.30%+3.35%
2JPSTJpmorgan Ultra-short IncomeETF-其他5.77%-0.37%+2.76%
3AVUSAvantis U.s. Equity ETFETF-其他5.67%+0.46%+8.79%
4VTIVanguard Total Stock Mkt ETFETF-其他5.19%+0.25%+6.42%
5JBNDJpmorgan Active Bond ETFETF-其他5.15%+0.79%+30.20%
6VCITVanguard Int-term CorporateETF-投资级公司债4.85%+0.07%+12.26%
7AAPLApple INC股票-科技3.84%+0.81%+14.45%
8DFAIDimensional International CoETF-其他3.50%+0.12%+7.05%
9AVDEAvantis International EquityETF-其他3.00%+0.16%+7.80%
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.34%+0.01%+1.16%
11DUHPDimensional US High Profi EtETF-其他2.30%+0.04%+6.03%
12JMSTJPM Ultra-short Muni IncomeETF-其他1.90%-0.38%-9.03%
13DFICDimensional International CoETF-其他1.76%-0.28%-11.60%
14JMUBJpmorgan Municipal ETFETF-其他1.73%+0.23%+27.46%
15NVDANvidia CORP股票-科技1.71%+0.13%-4.27%
16MSFTMicrosoft CORP股票-科技1.65%-0.36%-2.16%
17MUNYVanguard Ny Tax-ex BondETF-其他1.63%+0.39%+43.52%
18GOOGLAlphabet Inc-cl A股票-通信服务1.55%+0.09%-5.79%
19QQQInvesco Qqq Trust Series 1ETF-科技型1.52%-0.26%-20.05%
20AMZNAmazon.com INC股票-周期性消费1.17%+0.10%+2.18%
21DIHPDimensional International HiETF-其他1.11%-0.36%-21.17%
22MARMarriott International -cl A股票-周期性消费1.03%+0.05%+5.25%
23DFAEDimensional Emerging Core EqETF-新兴市场1.03%+0.11%+5.78%
24METAMeta Platforms Inc-class A股票-通信服务0.91%—-0.45%
25GOOGAlphabet Inc-cl C股票-通信服务0.91%+0.05%-4.78%
26VTVanguard Tot World Stk ETFETF-其他0.91%+0.03%+4.20%
27DFASDimensional US Small Cap ETFETF-中小型股0.84%-0.02%+5.07%
28DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.83%-0.63%-39.10%
29DFUVDimensional US Marketwide VaETF-其他0.81%-0.01%+0.13%
30VOOVanguard S&p 500 ETFETF-大型股与成长0.78%+0.02%+2.96%
31JPMJpmorgan Chase & Co股票-金融0.77%—+1.29%
32AVTMAvantis Total Equity ETFETF-其他0.61%+0.61%NEW
33DFACDimensional US Core Equity 2ETF-其他0.53%—-0.79%
34BRK-BBerkshire Hathaway Inc-cl B股票-其他0.53%—-2.06%
35VIGVanguard Dividend Apprec ETFETF-其他0.51%—-1.47%
36GSGoldman Sachs Group INC股票-金融0.50%—-5.50%
37XOMExxon Mobil CORP股票-能源0.49%—-5.02%
38AVEMAvantis Emerging Markets EqETF-新兴市场0.48%+0.02%-2.91%
39BRK-ABerkshire Hathaway Inc-cl A股票-其他0.48%——
40TSMTaiwan Semiconductor-sp Adr股票-科技0.43%+0.03%-4.51%
41AVGOBroadcom INC股票-科技0.43%+0.07%+2.33%
42KLACKla CORP股票-科技0.43%—-6.93%
43AONAon plc股票-金融0.40%+0.40%NEW
44NFLXNetflix INC股票-通信服务0.40%+0.04%+17.63%
45MAMastercard INC - A股票-金融0.39%—-1.92%
46DFUSDimensional US Eq Mkt ETFETF-其他0.37%—-0.04%
47MLIMueller Industries INC股票-工业0.36%—-7.81%
48TSLATesla INC股票-周期性消费0.35%—-4.48%
49VVisa Inc-class A Shares股票-金融0.31%—-4.83%
50JNJJohnson & Johnson股票-医疗保健0.30%—-4.18%
1–50 of 456

本季持股变动

Bridgewater Advisors Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Total Equity ETF (AVTM); 新建仓: Aon plc (AON); 清仓: Dimensional US Real Est ETF (DFAR); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN).

Bridgewater Advisors Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AAPLApple INC+0.8%+14.45%加仓
2JBNDJpmorgan Active Bond ETF+0.8%+30.20%加仓
3AVUSAvantis U.s. Equity ETF+0.5%+8.79%加仓
4MUNYVanguard Ny Tax-ex Bond+0.4%+43.52%加仓
5AVLVAvantis US Large Cap Value+0.3%+3.35%加仓
6VTIVanguard Total Stock Mkt ETF+0.3%+6.42%加仓
7JMUBJpmorgan Municipal ETF+0.2%+27.46%加仓
8AVDEAvantis International Equity+0.2%+7.80%加仓
9NVDANvidia CORP+0.1%-4.27%减仓
10DFAIDimensional International Co+0.1%+7.05%加仓
11DFAEDimensional Emerging Core Eq+0.1%+5.78%加仓
12AMZNAmazon.com INC+0.1%+2.18%加仓
13MUMicron Technology INC+0.1%+0.09%加仓
14GOOGLAlphabet Inc-cl A+0.1%-5.79%减仓
15VCITVanguard Int-term Corporate+0.1%+12.26%加仓
16AVGOBroadcom INC+0.1%+2.33%加仓
17AMDAdvanced Micro Devices+0.1%-5.59%减仓
18MARMarriott International -cl A+0.1%+5.25%加仓
19GOOGAlphabet Inc-cl C+0.1%-4.78%减仓
20INTCIntel CORP+0.1%-18.24%减仓
21DUHPDimensional US High Profi Et0%+6.03%加仓
22NFLXNetflix INC0%+17.63%加仓
23DFEMDimensional Emrg Mrkt Core0%+10.68%加仓
24CSCOCisco Systems INC0%-6.45%减仓
25PWRQuanta Services INC0%-1.93%减仓
26ASXAse Technology Holding -adr0%+28.99%加仓
27VTVanguard Tot World Stk ETF0%+4.20%加仓
28TSMTaiwan Semiconductor-sp Adr0%-4.51%减仓
29VOOVanguard S&p 500 ETF0%+2.96%加仓
30AVEMAvantis Emerging Markets Eq0%-2.91%减仓
31SPYSs Spdr S&p 500 ETF Trust-us0%+1.16%加仓
32DFUVDimensional US Marketwide Va0%+0.13%加仓
33DFASDimensional US Small Cap ETF0%+5.07%加仓
34DXCDxc Technology Co-0.1%-0.42%减仓
35CAHCardinal Health INC-0.1%-9.53%减仓
36IBMIntl Business Machines CORP-0.1%-6.74%减仓
37RKTRocket Cos Inc-class A-0.1%+19.01%加仓
38QQQInvesco Qqq Trust Series 1-0.3%-20.05%减仓
39BKNGBooking Holdings INC-0.3%+204.37%加仓
40DFICDimensional International Co-0.3%-11.60%减仓
41DIHPDimensional International Hi-0.4%-21.17%减仓
42MSFTMicrosoft CORP-0.4%-2.16%减仓
43JPSTJpmorgan Ultra-short Income-0.4%+2.76%加仓
44JMSTJPM Ultra-short Muni Income-0.4%-9.03%减仓
45DIASs Spdr Dow Jones Indus Avg-0.6%-39.10%减仓
46AVTMAvantis Total Equity ETF—NEW新建仓
47AONAon plc—NEW新建仓
48DFARDimensional US Real Est ETF—EXIT清仓
49AZNNAstrazeneca Plc-spons Adr—EXIT清仓
50AZNAstraZeneca PLC—NEW新建仓

FAQ

Bridgewater Advisors Inc. 是什么机构？属于哪种投资人类型？
Bridgewater Advisors Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$16.8亿，分布在 456 个已申报仓位之中。
Bridgewater Advisors Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Bridgewater Advisors Inc. 按市值排列的前几大持股为： 1. Avantis US Large Cap Value (AVLV) — US$1.0亿 (6.2%) 2. Jpmorgan Ultra-short Income (JPST) — US$9697.6万 (5.8%) 3. Avantis U.s. Equity ETF (AVUS) — US$9535.0万 (5.7%) 4. Vanguard Total Stock Mkt ETF (VTI) — US$8727.1万 (5.2%) 5. Jpmorgan Active Bond ETF (JBND) — US$8651.5万 (5.2%)
Bridgewater Advisors Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Bridgewater Advisors Inc. 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 27 个既有持股、减仓 18 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Avantis Total Equity ETF (AVTM); 新建仓: Aon plc (AON); 清仓: Dimensional US Real Est ETF (DFAR); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN)
Bridgewater Advisors Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Bridgewater Advisors Inc. 的主要板块分布如下： • Information Technology: 35.7% • Financials: 16.6% • Communication Services: 12.9% • Consumer Discretionary: 10.3% • Industrials: 7.2% • Health Care: 6.6%

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