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Berger Financial Group, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Berger Financial Group, Inc
报告期 2026-03-31 · CIK 0001826136
持仓数
474
前50大市值合计
$1.19B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 33
增持 59
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$24.4M
513,616
清仓
GTEK
Goldman Sachs Future Tech Leaders Eq ETF
-$12.9M
0
-100%
建仓
GINN
GOLDMAN SACHS ETF TR
+$12.7M
310,518
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
HCRB
HARTFORD FDS EXCHANGE TRADED
-$6.2M
1,167,449
-9%
建仓
UMAR
INNOVATOR ETFS TR
+$5.1M
179,637
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$4.9M
305,193
建仓
TSCO
TRACTOR SUPPLY CO
+$4.7M
20,865
建仓
—
INTERPUBLIC GROUP COS INC
+$4.3M
128,381
清仓
IP
International Paper
-$4.1M
0
-100%
建仓
IJUL
INNOVATOR ETFS TR
+$4.0M
169,218
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$3.6M
889,390
-4%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$3.5M
42,464
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.4M
65,149
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$3.2M
55,202
减持
IRT
INDEPENDENCE RLTY TR INC
-$3.1M
426,251
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
244,008
+14%
增持
WMT
WALMART INC
+$3.1M
25,343
+495%
减持
HNDL
STRATEGY SHS
-$2.8M
420,740
-22%
清仓
FTSL
First Trust Senior Loan ETF
-$2.8M
0
-100%
建仓
FFIV
F5 INC
+$2.7M
18,574
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
14,395
+79%
减持
AMZN
AMAZON COM INC
-$2.4M
89,574
-4%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.2M
131,141
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
746,551
+6%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$2.2M
218,936
-0%
减持
TLT
ISHARES TR
-$2.0M
93,554
-5%
增持
GILD
GILEAD SCIENCES INC
+$1.9M
72,229
+4%
增持
MMM
3M CO
+$1.9M
26,464
+165%
增持
TJX
TJX COS INC NEW
+$1.8M
65,021
+8%
增持
IT
GARTNER INC
+$1.8M
17,011
+4%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.7M
47,706
-20%
增持
GPC
GENUINE PARTS CO
+$1.5M
36,372
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
1,433,930
-4%
增持
AFL
AFLAC INC
+$1.5M
79,033
+5%
增持
CION
CION INVT CORP
+$1.5M
412,734
+42%
建仓
EJUL
INNOVATOR ETFS TR
+$1.5M
63,821
增持
PSX
PHILLIPS 66
+$1.4M
56,926
+3%
增持
TSLA
TESLA INC
-$1.3M
13,286
+201%
减持
AAPL
APPLE INC
-$1.3M
171,598
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
176,813
+7%
增持
AIZ
ASSURANT INC
-$1.2M
31,528
+6%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
56,005
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
16,433
+3%
增持
GWW
GRAINGER W W INC
+$1.1M
8,787
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
288,302
+12%
增持
DGX
QUEST DIAGNOSTICS INC
+$1.1M
36,036
+6%
减持
VLO
VALERO ENERGY CORP
+$1.1M
53,726
-0%
增持
—
EVEREST RE GROUP LTD
+$1.1M
14,325
+10%
增持
AGG
ISHARES TR
+$1.1M
213,238
+11%
减持
BA
BOEING CO
+$1.1M
20,082
-1%
增持
GOOGL
ALPHABET INC
-$1.0M
65,790
+2003%
建仓
KJUL
INNOVATOR ETFS TR
+$934.3K
38,563
减持
MSFT
MICROSOFT CORP
-$930.1K
38,057
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$929.1K
20,556
+6%
建仓
WPC
WP CAREY INC
+$909.7K
11,640
增持
TRV
TRAVELERS COMPANIES INC
+$872.6K
30,261
+7%
增持
—
MEDTRONIC PLC
-$858.9K
46,694
+833%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$811.9K
303,144
+13%
增持
CDW
CDW CORP
+$798.3K
26,471
+6%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$772.0K
37,686
建仓
UJUN
INNOVATOR ETFS TR
+$758.5K
28,306
增持
TECH
BIO-TECHNE CORP
-$719.8K
43,740
+249%
增持
SCHA
SCHWAB STRATEGIC TR
+$659.7K
194,810
+5%
增持
TXN
TEXAS INSTRS INC
+$622.1K
25,336
+9%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$589.1K
29,252
增持
ALL
ALLSTATE CORP
+$561.2K
40,341
+4%
增持
HSIC
HENRY SCHEIN INC
+$548.8K
52,695
+10%
建仓
DIVO
AMPLIFY ETF TR
+$504.2K
14,059
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$459.6K
24,285
建仓
XLE
SELECT SECTOR SPDR TR
+$453.5K
5,185
增持
HD
HOME DEPOT INC
+$448.8K
9,811
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$439.3K
73,345
+13%
增持
LDOS
LEIDOS HOLDINGS INC
+$432.2K
51,965
+4%
增持
DCI
DONALDSON INC
+$417.4K
34,659
+3%
增持
LLY
LILLY ELI & CO
+$412.6K
2,404
+67%
增持
GOOG
ALPHABET INC
-$402.3K
14,963
+1792%
建仓
FNDF
SCHWAB STRATEGIC TR
+$400.6K
13,779
建仓
—
ROYAL CARIBBEAN GROUP
+$384.8K
7,785
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$384.5K
16,127
-28%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$355.5K
7,092
增持
SPDW
SPDR INDEX SHS FDS
+$351.9K
84,740
+13%
增持
COST
COSTCO WHSL CORP NEW
-$346.9K
15,365
+0%
增持
—
EXXON MOBIL CORP
+$338.1K
10,001
+12%
减持
SCHF
SCHWAB STRATEGIC TR
-$335.8K
296,746
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$327.1K
40,209
+6%
增持
EMB
ISHARES TR
+$309.6K
31,879
+14%
增持
KMB
KIMBERLY-CLARK CORP
+$299.1K
38,226
+6%
建仓
ACWX
ISHARES TR
+$296.1K
6,509
增持
IVW
ISHARES TR
+$295.1K
13,455
+65%
减持
BSV
VANGUARD BD INDEX FDS
-$294.5K
9,053
-29%
增持
EA
ELECTRONIC ARTS INC
+$291.2K
36,792
+6%
增持
XYLD
GLOBAL X FDS
+$288.9K
38,249
+34%
建仓
UDEC
INNOVATOR ETFS TR
+$287.9K
10,494
增持
SCHV
SCHWAB STRATEGIC TR
+$284.1K
12,361
+45%
增持
IRM
IRON MTN INC DEL
+$280.4K
104,120
+3%
减持
ISRG
INTUITIVE SURGICAL INC
+$276.5K
4,920
-4%
建仓
ECL
ECOLAB INC
+$268.1K
1,842
清仓
DGS
Wisdomtree EM Small Cap Div
-$266.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$265.4K
104,865
+0%
清仓
CRM
Salesforce Com
-$254.0K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$245.4K
2,747
-28%
减持
FTSD
FRANKLIN ETF TR
-$239.9K
5,401
-32%
清仓
DON
WisdomTree MidCap Dividend ETF
-$239.0K
0
-100%
清仓
WDFC
WD-40 Co
-$236.0K
0
-100%
增持
NFLX
NETFLIX INC
+$234.5K
1,928
+1%
清仓
SCHB
Schwab US Broad Market ETF
-$230.0K
0
-100%
清仓
MGC
Vanguard Meg Cap 300etf
-$230.0K
0
-100%
增持
ABBV
ABBVIE INC
+$223.0K
5,290
+28%
建仓
CHE
CHEMED CORP NEW
+$222.1K
435
清仓
AMAT
Applied Materials Inc
-$222.0K
0
-100%
增持
MRK
MERCK & CO INC
+$220.5K
10,820
+1%
清仓
SCCO
Southern Copper Corp
-$217.0K
0
-100%
清仓
SCHO
Schwab Short-Term US Treasury ETF
-$215.0K
0
-100%
建仓
IWM
ISHARES TR
+$214.7K
1,231
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$213.3K
4,857
减持
MA
MASTERCARD INCORPORATED
+$211.2K
19,484
-6%
清仓
PTF
Invesco DWA Technology Momentum ETF
-$208.0K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$205.7K
4,446
减持
EW
EDWARDS LIFESCIENCES CORP
-$202.5K
6,185
-11%
减持
FISV
FISERV INC
+$201.6K
19,151
-2%
清仓
SCHC
Schwab International Small-Cap Eq ETF
-$201.0K
0
-100%
清仓
IQV
Iqvia Hldgs Inc
-$201.0K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$200.6K
1,338
清仓
VO
Vanguard Mid-Cap ETF
-$200.0K
0
-100%
清仓
GNL
Global Net Lease Inc
-$198.0K
0
-100%
减持
SQ
BLOCK INC
-$197.6K
21,951
-14%
增持
COWZ
PACER FDS TR
+$187.5K
8,919
+71%
减持
INTC
INTEL CORP
-$187.2K
13,539
-7%
减持
VFL
DELAWARE INVTS NATL MUN INCO
-$182.1K
47,921
-20%
增持
—
KELLOGG CO
+$182.0K
74,003
+4%
增持
AMGN
AMGEN INC
+$179.1K
4,566
+9%
减持
SUSB
ISHARES TR
-$178.5K
17,312
-29%
减持
META
META PLATFORMS INC
-$177.1K
2,667
-14%
减持
VB
VANGUARD INDEX FDS
-$172.4K
9,871
-12%
增持
SBUX
STARBUCKS CORP
+$170.7K
6,066
+7%
减持
NEE
NEXTERA ENERGY INC
+$167.7K
40,678
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$164.0K
9,341
-24%
减持
DIS
DISNEY WALT CO
-$163.2K
9,183
-10%
减持
NVDA
NVIDIA CORPORATION
-$162.0K
11,086
-6%
增持
JPM
JPMORGAN CHASE & CO
+$159.4K
6,349
+3%
增持
EFG
ISHARES TR
+$158.0K
19,759
+6%
减持
HON
HONEYWELL INTL INC
+$158.0K
5,021
-5%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$149.7K
13,293
-11%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$149.6K
12,219
减持
BND
VANGUARD BD INDEX FDS
-$147.9K
5,861
-23%
减持
INTU
INTUIT
-$147.5K
4,328
-9%
减持
BGRN
ISHARES TR
-$140.5K
40,928
-3%
清仓
PDM
Piedmont Office Rlty Tr
-$132.0K
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$125.2K
59,947
-4%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$124.8K
6,555
-32%
