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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 23
增持 45
减持 79
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PJFG
PGIM ETF TR
+$5.2M
636,286
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.1M
337,775
+9%
减持
AAPL
APPLE INC
+$4.2M
170,700
-3%
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。
增持
SCHX
SCHWAB STRATEGIC TR
+$4.0M
611,893
+5%
建仓
HWKN
HAWKINS INC
+$3.3M
70,038
减持
AMZN
AMAZON COM INC
+$2.3M
88,849
-1%
增持
MSFT
MICROSOFT CORP
+$2.1M
38,044
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
349,166
+9%
建仓
UAUG
INNOVATOR ETFS TR
+$1.8M
61,265
减持
NVDA
NVIDIA CORPORATION
+$1.6M
11,321
-2%
减持
HNDL
STRATEGY SHS
-$1.3M
341,991
-17%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
119,080
+101%
减持
HCRB
HARTFORD FDS EXCHANGE TRADED
-$1.1M
1,265,297
-1%
增持
GINN
GOLDMAN SACHS ETF TR
+$1.1M
352,019
+1%
清仓
TTC
TORO CO
-$1.0M
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.0M
91,845
+124%
建仓
IAPR
INNOVATOR ETFS TR
+$966.1K
38,766
增持
VUG
VANGUARD INDEX FDS
+$945.6K
27,815
+0%
增持
TSLA
TESLA INC
+$915.3K
13,442
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$882.2K
186,414
+7%
增持
VOO
VANGUARD INDEX FDS
+$866.4K
18,243
+5%
减持
VLO
VALERO ENERGY CORP
-$852.0K
34,950
-1%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$833.8K
348,837
+10%
增持
SMMD
ISHARES TR
+$817.5K
122,772
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$810.6K
97,549
+64%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$773.0K
192,638
+10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$750.2K
70,403
+131%
增持
SCHM
SCHWAB STRATEGIC TR
+$725.4K
74,375
+11%
减持
NTAP
NETAPP INC
+$724.5K
71,446
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$695.4K
186,697
+11%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$643.0K
226,233
+2%
减持
INCY
INCYTE CORP
-$630.8K
58,342
-1%
建仓
INSP
INSPIRE MED SYS INC
+$545.4K
1,680
减持
MA
MASTERCARD INCORPORATED
+$518.7K
19,004
-1%
减持
COST
COSTCO WHSL CORP NEW
+$515.6K
15,138
-1%
减持
GWW
GRAINGER W W INC
+$494.3K
8,136
-5%
减持
HUM
HUMANA INC
-$487.9K
9,375
-3%
建仓
SHY
ISHARES TR
+$476.5K
5,877
减持
CHD
CHURCH & DWIGHT CO INC
+$428.7K
41,919
-2%
减持
TLT
ISHARES TR
-$428.2K
105,246
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$415.7K
4,834
-0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$410.0K
1,522,539
+2%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$409.3K
21,515
增持
—
ETF MANAGERS TR
+$404.1K
24,644
+42%
减持
PSX
PHILLIPS 66
-$401.0K
46,546
-3%
减持
MOH
MOLINA HEALTHCARE INC
+$399.6K
15,154
-3%
增持
QQQ
INVESCO QQQ TR
+$399.1K
5,826
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$386.9K
14,846
-3%
减持
CDW
CDW CORP
-$371.8K
24,109
-2%
增持
IJAN
INNOVATOR ETFS TR
+$350.0K
23,234
+102%
减持
—
MEDTRONIC PLC
+$346.5K
47,119
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$343.7K
5,749
-1%
减持
HD
HOME DEPOT INC
+$326.5K
23,986
-1%
增持
TECH
BIO-TECHNE CORP
+$325.7K
43,743
+0%
减持
BGRN
ISHARES TR
-$324.9K
31,813
-17%
减持
LLY
LILLY ELI & CO
+$320.3K
2,775
-3%
增持
EMB
ISHARES TR
+$316.9K
37,952
+10%
增持
XEL
XCEL ENERGY INC
+$311.2K
25,183
+35%
减持
SPY
SPDR S&P 500 ETF TR
-$307.9K
8,765
-14%
建仓
EAPR
INNOVATOR ETFS TR
+$304.2K
12,350
减持
V
VISA INC
+$298.7K
31,138
-1%
建仓
VO
VANGUARD INDEX FDS
+$292.6K
1,329
减持
TXN
TEXAS INSTRS INC
-$289.0K
26,522
-3%
减持
CMCSA
COMCAST CORP NEW
+$281.8K
121,499
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
+$280.9K
42,254
-4%
减持
MRK
MERCK & CO INC
+$268.6K
51,833
-3%
建仓
COIN
COINBASE GLOBAL INC
+$264.4K
3,696
建仓
PANW
PALO ALTO NETWORKS INC
+$256.0K
1,002
减持
NEE
NEXTERA ENERGY INC
-$252.4K
37,641
-5%
减持
GOOG
ALPHABET INC
+$251.8K
15,054
-0%
建仓
KJAN
INNOVATOR ETFS TR
+$250.2K
7,823
增持
META
META PLATFORMS INC
+$247.4K
3,032
+3%
减持
GOOGL
ALPHABET INC
+$244.6K
20,855
-4%
减持
LDOS
LEIDOS HOLDINGS INC
-$239.7K
48,235
-1%
增持
IVV
ISHARES TR
+$233.1K
2,319
+19%
减持
—
LYONDELLBASELL INDUSTRIES N
-$230.4K
48,919
-3%
建仓
EXAS
EXACT SCIENCES CORP
+$227.1K
2,418
建仓
MCK
MCKESSON CORP
+$225.3K
527
建仓
PULS
PGIM ETF TR
+$223.2K
4,518
清仓
BSX
BOSTON SCIENTIFIC CORP
-$222.4K
0
-100%
减持
SQ
BLOCK INC
-$221.7K
14,085
-17%
增持
UJUN
INNOVATOR ETFS TR
+$219.3K
168,209
+1%
减持
PRU
PRUDENTIAL FINL INC
+$219.1K
47,330
-1%
建仓
SCZ
ISHARES TR
+$216.3K
3,667
增持
VB
VANGUARD INDEX FDS
+$215.8K
10,833
+6%
建仓
XLK
SELECT SECTOR SPDR TR
+$211.4K
1,216
建仓
BX
BLACKSTONE INC
+$211.1K
2,271
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$211.0K
2,615
清仓
GILD
GILEAD SCIENCES INC
-$208.1K
0
-100%
建仓
KLAC
KLA CORP
+$207.3K
427
建仓
—
ACCENTURE PLC IRELAND
+$205.8K
667
建仓
LPLA
LPL FINL HLDGS INC
+$200.9K
924
建仓
IWM
ISHARES TR
+$200.6K
1,071
建仓
AXP
AMERICAN EXPRESS CO
+$200.5K
1,151
减持
TGT
TARGET CORP
-$196.3K
5,327
-2%
减持
WMT
WALMART INC
+$191.8K
35,868
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$188.5K
6,476
-27%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$186.7K
72,656
-3%
减持
EA
ELECTRONIC ARTS INC
+$183.6K
36,889
-3%
减持
NFLX
NETFLIX INC
+$182.0K
2,007
-1%
增持
ORCL
ORACLE CORP
+$173.4K
6,519
+0%
减持
DIS
DISNEY WALT CO
-$170.3K
8,549
-8%
减持
HSIC
HENRY SCHEIN INC
-$168.7K
57,376
-3%
减持
—
TE CONNECTIVITY LTD
+$167.8K
36,686
-3%
减持
—
ROYAL CARIBBEAN GROUP
+$167.2K
5,263
-9%
增持
EFG
ISHARES TR
+$166.7K
22,624
+6%
减持
CION
CION INVT CORP
-$159.9K
364,293
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$159.4K
75,276
+3%
减持
AVGO
BROADCOM INC
+$153.9K
703
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$139.8K
1,394
-1%
增持
ABBV
ABBVIE INC
-$139.4K
5,753
+0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$138.0K
284,820
-2%
增持
AGG
ISHARES TR
-$133.0K
202,384
+1%
减持
IRT
INDEPENDENCE RLTY TR INC
+$122.2K
372,788
-10%
减持
FFIV
F5 INC
-$119.4K
31,488
-3%
减持
WPC
WP CAREY INC
-$118.3K
7,654
-7%
减持
DCI
DONALDSON INC
-$116.2K
34,161
-1%
减持
—
KELLOGG CO
-$116.1K
67,873
-3%
减持
ICLN
ISHARES TR
-$114.6K
28,731
-12%
减持
PYPL
PAYPAL HLDGS INC
-$111.7K
5,288
-14%
减持
JNJ
JOHNSON & JOHNSON
+$107.6K
13,871
-2%
减持
DAL
DELTA AIR LINES INC DEL
+$105.2K
9,408
-4%
减持
MET
METLIFE INC
-$104.4K
67,533
-0%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$101.6K
12,194
+0%
减持
AMGN
AMGEN INC
-$97.0K
4,537
-1%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
-$94.7K
960,952
+1%
增持
JPM
JPMORGAN CHASE & CO
+$94.5K
6,137
+0%
减持
COWZ
PACER FDS TR
-$93.5K
8,210
-21%
减持
DTE
DTE ENERGY CO
-$91.9K
39,592
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$90.4K
21,114
-1%
减持
VV
VANGUARD INDEX FDS
+$86.1K
5,633
-0%
减持
DG
DOLLAR GEN CORP NEW
-$85.7K
1,612
-6%
增持
DLN
WISDOMTREE TR
+$83.1K
39,383
+1%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$82.9K
10,145
-12%
减持
AIZ
ASSURANT INC
+$82.1K
35,829
-3%
减持
MMM
3M CO
-$81.4K
8,996
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$80.2K
284,014
-2%
增持
PFE
PFIZER INC
-$78.3K
21,000
+1%
减持
T
AT&T INC
-$75.1K
15,731
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$74.6K
8,020
-13%
减持
GPC
GENUINE PARTS CO
-$72.6K
28,400
-3%
减持
CPT
CAMDEN PPTY TR
+$71.7K
38,428
-2%
增持
MCD
MCDONALDS CORP
+$67.2K
2,117
+5%
增持
ENPH
ENPHASE ENERGY INC
-$66.8K
1,594
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$66.6K
13,009
-7%
增持
XYLD
GLOBAL X FDS
+$64.9K
38,710
+3%
增持
LVHI
LEGG MASON ETF INVT
+$62.9K
13,813
+19%
减持
EW
EDWARDS LIFESCIENCES CORP
+$60.0K
5,822
-2%
减持
SPTM
SPDR SER TR
+$59.7K
16,782
-1%
减持
HON
HONEYWELL INTL INC
+$58.1K
4,898
-2%
