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BFSG, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BFSG, LLC
报告期 2026-03-31 · CIK 0001706836
持仓数
750
前50大市值合计
$634.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 79
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$9.5M
177,533
+4%
减持
MSFT
MICROSOFT CORP
+$5.9M
57,441
-5%
建仓
LVHI
LEGG MASON ETF INVT
+$5.1M
155,898
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IHDG
WISDOMTREE TR
-$4.4M
11,415
-90%
增持
NEM
NEWMONT CORP
+$4.3M
281,460
+13%
增持
VTI
VANGUARD INDEX FDS
+$4.2M
114,807
+3%
增持
SGOL
ETFS GOLD TR
+$4.1M
506,781
+27%
建仓
—
AMRIZE LTD
+$3.3M
65,677
建仓
—
CRH PLC
+$3.1M
33,374
减持
APH
AMPHENOL CORP NEW
+$2.8M
93,142
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
49,770
-0%
减持
URI
UNITED RENTALS INC
-$2.1M
5
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.9M
3,593
+15522%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
27,100
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.7M
107,113
+0%
增持
IAU
ISHARES GOLD TR
+$1.5M
372,940
+1%
增持
AMZN
AMAZON COM INC
+$1.5M
47,291
+1%
增持
CHD
CHURCH & DWIGHT CO INC
-$1.4M
106,368
+0%
减持
VDE
VANGUARD WORLD FD
-$1.4M
78,428
-5%
减持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
430,970
-1%
增持
GOOG
ALPHABET INC
+$1.3M
53,427
+2%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
112,068
+8%
增持
AAPL
APPLE INC
-$1.2M
85,418
+1%
增持
BDX
BECTON DICKINSON & CO
-$1.2M
26,071
+4%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.2M
127,860
+3%
减持
RTX
RTX CORPORATION
+$1.2M
94,266
-0%
减持
DIS
DISNEY WALT CO
+$1.2M
48,111
-0%
增持
GEV
GE VERNOVA INC
+$1.2M
2,208
+3707%
建仓
WAY
WAYSTAR HLDG CORP
+$1.1M
27,287
增持
IQLT
ISHARES TR
+$1.1M
107,584
+20%
增持
NFLX
NETFLIX INC
+$1.1M
918
+508%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
25,436
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
211,196
+11%
建仓
MCK
MCKESSON CORP
+$1.1M
1,471
建仓
MELI
MERCADOLIBRE INC
+$1.0M
398
增持
SHV
ISHARES TR
+$1.0M
42,360
+29%
增持
NOW
SERVICENOW INC
+$1.0M
1,022
+2589%
清仓
PH
PARKER-HANNIFIN CORP
-$1.0M
0
-100%
减持
FISV
FISERV INC
-$979.0K
31
-99%
建仓
EMA
EMERA INC
+$968.3K
21,132
减持
AXP
AMERICAN EXPRESS CO
+$941.8K
18,949
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$936.0K
171,910
+2%
减持
CRM
SALESFORCE INC
-$920.6K
362
-90%
减持
CSX
CSX CORP
+$841.5K
284,411
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$836.5K
19,711
+5%
减持
ARES
ARES MANAGEMENT CORPORATION
-$834.7K
277
-95%
增持
—
ASML HOLDING N V
+$817.6K
3,404
+18%
减持
—
EXXON MOBIL CORP
-$807.1K
65,933
-1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$756.3K
58,878
+22%
减持
SPY
SPDR S&P 500 ETF TR
-$722.2K
24,423
-14%
增持
VXF
VANGUARD INDEX FDS
+$713.0K
20,648
+9%
增持
XLC
SELECT SECTOR SPDR TR
+$671.0K
17,164
+39%
减持
GLD
SPDR GOLD TR
+$652.3K
41,829
-0%
增持
PCH
POTLATCHDELTIC CORPORATION
-$630.7K
98,711
+1%
减持
—
ELBIT SYS LTD
+$625.4K
9,513
-0%
增持
WY
WEYERHAEUSER CO MTN BE
-$619.6K
184,565
+1%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
+$609.6K
179,977
-1%
增持
BND
VANGUARD BD INDEX FDS
+$607.3K
215,883
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$604.3K
17,597
-3%
增持
RMD
RESMED INC
+$600.2K
17,556
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$598.5K
21,321
+12%
增持
TSLA
TESLA INC
+$591.4K
9,840
+1%
增持
FAST
FASTENAL CO
-$560.5K
67,620
+54%
减持
NSC
NORFOLK SOUTHN CORP
+$558.3K
30,243
-0%
增持
QQQ
INVESCO QQQ TR
+$550.5K
2,364
+47%
减持
CVX
CHEVRON CORP NEW
-$544.2K
20,229
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$509.6K
176,208
+1%
减持
VOO
VANGUARD INDEX FDS
+$495.0K
9,583
-0%
增持
ABBV
ABBVIE INC
-$471.8K
23,027
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$456.2K
104,211
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$456.1K
208,411
+3%
减持
WMT
WALMART INC
+$448.8K
57,427
-2%
减持
IVV
ISHARES TR
+$429.5K
9,305
-2%
减持
CPRX
CATALYST PHARMACEUTICALS INC
-$418.0K
161,621
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$405.5K
2,031
+2%
增持
AMP
AMERIPRISE FINL INC
+$402.0K
5,126
+6%
减持
GD
GENERAL DYNAMICS CORP
+$395.2K
21,126
-0%
增持
RYN
RAYONIER INC
-$390.1K
72,271
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$385.2K
27,109
-2%
减持
ANET
ARISTA NETWORKS INC
-$374.1K
3,822
-61%
增持
VSGX
VANGUARD WORLD FD
+$369.7K
41,322
+4%
增持
SUSL
ISHARES TR
+$357.3K
28,416
+0%
增持
TR
TOOTSIE ROLL INDS INC
+$357.2K
176,413
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$356.3K
49,477
-21%
增持
—
TOTALENERGIES SE
-$351.6K
118,925
+1%
建仓
OKTA
OKTA INC
+$336.4K
3,365
增持
SPSB
SPDR SERIES TRUST
+$325.9K
15,329
+237%
增持
TXRH
TEXAS ROADHOUSE INC
+$320.7K
14,116
+1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$316.1K
31,232
+4%
减持
PG
PROCTER AND GAMBLE CO
-$312.2K
25,083
-1%
减持
MCD
MCDONALDS CORP
-$308.7K
13,335
-1%
减持
PAAS
PAN AMERN SILVER CORP
+$300.2K
120,351
-0%
减持
MWA
MUELLER WTR PRODS INC
-$293.8K
202,437
-0%
增持
WBD
WARNER BROS DISCOVERY INC
+$283.9K
156,906
+11%
增持
AMGN
AMGEN INC
-$283.3K
13,730
+4%
减持
META
META PLATFORMS INC
+$279.8K
2,233
-6%
增持
T
AT&T INC
+$277.8K
279,639
+1%
增持
HBM
HUDBAY MINERALS INC
+$271.1K
89,401
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$266.1K
17,783
-23%
减持
TLN
TALEN ENERGY CORP
+$265.0K
3,373
-6%
减持
CL
COLGATE PALMOLIVE CO
-$262.8K
83,641
-0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$262.0K
50,075
+1%
增持
SHY
ISHARES TR
+$247.0K
33,813
+9%
减持
COST
COSTCO WHSL CORP NEW
+$237.4K
10,110
-2%
减持
KBR
KBR INC
-$235.9K
125,658
-0%
增持
GOOGL
ALPHABET INC
+$234.3K
10,428
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$233.3K
6,645
+256%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$231.5K
32,099
+17%
减持
SYK
STRYKER CORPORATION
+$227.3K
11,155
-1%
建仓
GPN
GLOBAL PMTS INC
+$224.1K
2,800
增持
EUSB
ISHARES TR
+$222.4K
25,365
+25%
增持
IJT
ISHARES TR
+$216.8K
23,249
+1%
减持
PNW
PINNACLE WEST CAP CORP
-$210.7K
35,925
-0%
清仓
—
PATTERSON COS INC
-$210.4K
0
-100%
增持
LEGH
LEGACY HOUSING CORP
-$207.0K
89,957
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$205.6K
17,740
-12%
减持
NTR
NUTRIEN LTD
+$201.1K
23,481
-0%
减持
XLB
SELECT SECTOR SPDR TR
-$200.7K
9,895
-20%
增持
JNJ
JOHNSON & JOHNSON
-$196.6K
25,876
+3%
建仓
FWRD
FORWARD AIR CORP
+$191.5K
7,805
增持
MA
MASTERCARD INCORPORATED
+$191.5K
11,038
+1%
增持
NICE
NICE LTD
+$183.7K
10,487
+2%
增持
PFE
PFIZER INC
-$179.1K
185,704
+1%
增持
AVSU
AMERICAN CENTY ETF TR
+$176.6K
13,524
+12%
减持
SONY
SONY GROUP CORP
+$173.9K
287,448
-0%
增持
MRK
MERCK & CO INC
-$171.8K
36,592
+7%
减持
AGCO
AGCO CORP
+$165.2K
17,479
-1%
增持
PEP
PEPSICO INC
-$161.6K
12,716
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$160.9K
48,441
+5%
增持
SLV
ISHARES SILVER TR
+$160.4K
87,232
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$156.4K
113,077
+3%
减持
MOG/A
MOOG INC
+$152.7K
21,858
-0%
增持
CSCO
CISCO SYS INC
+$151.5K
19,354
+0%
增持
CAG
CONAGRA BRANDS INC
-$147.9K
24,574
+1%
建仓
AVTR
AVANTOR INC
+$147.1K
10,925
增持
SCHM
SCHWAB STRATEGIC TR
+$146.1K
53,968
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$144.7K
4,889
+3%
增持
KDP
KEURIG DR PEPPER INC
-$144.3K
137,377
+0%
增持
TMUS
T-MOBILE US INC
-$138.1K
5,228
+1%
清仓
—
FORWARD AIR CORP
-$136.1K
0
-100%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$135.3K
2,958
减持
LBRDA
LIBERTY BROADBAND CORP
-$129.5K
107
-94%
减持
XLE
SELECT SECTOR SPDR TR
-$126.0K
8,952
-5%
增持
CNI
CANADIAN NATL RY CO
+$125.3K
14,353
+2%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$115.8K
26,973
+5%
减持
VMC
VULCAN MATLS CO
+$112.0K
13,735
-8%
减持
WM
WASTE MGMT INC DEL
-$109.7K
15,570
-2%
减持
EIX
EDISON INTL
-$103.5K
7,436
-10%
减持
XLY
SELECT SECTOR SPDR TR
-$102.9K
8,546
-14%
减持
ROP
ROPER TECHNOLOGIES INC
-$100.2K
4,382
-0%
