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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 34
增持 49
减持 61
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$24.3M
1,387,358
减持
FPE
FIRST TR EXCH TRADED FD III
-$23.4M
82,788
-95%
增持
PJFG
PGIM ETF TR
+$7.8M
668,469
+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
SCHG
SCHWAB STRATEGIC TR
+$5.2M
386,712
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.1M
647,435
+4%
增持
AAPL
APPLE INC
+$4.1M
170,735
+1%
增持
GINN
GOLDMAN SACHS ETF TR
+$3.1M
379,851
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
381,161
+3%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.6M
121,866
+7%
增持
AGG
ISHARES TR
+$2.4M
222,419
+7%
增持
MSFT
MICROSOFT CORP
+$2.4M
38,335
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.2M
0
-100%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
+$2.2M
986,273
-0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$2.1M
159,535
+198%
减持
AMZN
AMAZON COM INC
+$2.1M
87,011
-1%
增持
TLT
ISHARES TR
+$1.7M
113,223
+6%
减持
HCRB
HARTFORD FDS EXCHANGE TRADED
+$1.6M
1,251,959
-2%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
19,286
+11%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
207,496
+3%
增持
SMMD
ISHARES TR
+$1.5M
132,824
+8%
建仓
IDEC
INNOVATOR ETFS TR
+$1.4M
55,828
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.3M
390,865
+4%
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
14,781
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
10,015
+22%
减持
BA
BOEING CO
+$1.2M
19,049
-2%
减持
—
MEDTRONIC PLC
-$1.2M
27,170
-38%
减持
VUG
VANGUARD INDEX FDS
+$1.2M
31,585
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
226,593
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
12,077
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.0M
88,443
+6%
减持
HD
HOME DEPOT INC
+$1.0M
23,525
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$938.7K
38,289
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$857.4K
217,727
+6%
建仓
IOCT
INNOVATOR ETFS TR
+$838.1K
29,998
减持
V
VISA INC
+$821.3K
29,577
-1%
减持
GWW
GRAINGER W W INC
+$815.4K
7,692
-4%
增持
VGT
VANGUARD WORLD FDS
+$751.7K
2,070
+243%
增持
KJUL
INNOVATOR ETFS TR
+$729.3K
92,079
+31%
减持
LDOS
LEIDOS HOLDINGS INC
+$685.9K
47,595
-2%
减持
AIZ
ASSURANT INC
+$654.3K
34,557
-4%
减持
NTAP
NETAPP INC
+$651.1K
68,654
-4%
减持
TRV
TRAVELERS COMPANIES INC
+$631.0K
26,118
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$588.2K
160,277
+20%
减持
LMT
LOCKHEED MARTIN CORP
+$577.9K
14,698
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$562.5K
266,483
-3%
增持
—
INTERPUBLIC GROUP COS INC
+$557.1K
130,841
+1%
减持
—
TE CONNECTIVITY LTD
+$548.4K
36,348
-2%
增持
UAUG
INNOVATOR ETFS TR
+$542.4K
101,864
+13%
减持
EA
ELECTRONIC ARTS INC
+$517.6K
36,650
-2%
增持
VTV
VANGUARD INDEX FDS
+$516.8K
16,739
+16%
增持
UDEC
INNOVATOR ETFS TR
+$501.2K
25,506
+137%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$498.4K
137,295
+20%
增持
EFG
ISHARES TR
+$497.5K
25,083
+12%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$490.1K
60,827
-2%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$484.3K
8,378
减持
CDW
CDW CORP
+$480.4K
23,646
-3%
清仓
UNP
UNION PAC CORP
-$479.1K
0
-100%
增持
EMB
ISHARES TR
+$471.8K
43,229
+6%
减持
VLO
VALERO ENERGY CORP
-$468.0K
34,896
-1%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$454.5K
71,448
-2%
减持
MA
MASTERCARD INCORPORATED
+$453.5K
18,071
-1%
减持
CL
COLGATE PALMOLIVE CO
+$444.7K
62,474
-2%
减持
PSX
PHILLIPS 66
+$437.4K
45,187
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
+$434.7K
41,675
-2%
建仓
MOAT
VANECK ETF TRUST
+$428.8K
5,052
减持
FFIV
F5 INC
+$426.4K
30,877
-2%
减持
INTU
INTUIT
+$420.3K
3,950
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$412.9K
190,318
+10%
建仓
UOCT
INNOVATOR ETFS TR
+$406.1K
12,547
减持
IJUL
INNOVATOR ETFS TR
+$398.9K
254,013
-0%
建仓
XLI
SELECT SECTOR SPDR TR
+$395.1K
3,466
减持
DTE
DTE ENERGY CO
+$382.7K
39,735
-1%
减持
FISV
FISERV INC
+$367.5K
18,550
-0%
减持
NEE
NEXTERA ENERGY INC
-$366.3K
21,831
-26%
增持
TXN
TEXAS INSTRS INC
+$365.5K
27,204
+1%
减持
HUM
HUMANA INC
-$364.7K
9,390
-2%
建仓
VFH
VANGUARD WORLD FDS
+$356.2K
3,861
增持
GOOGL
ALPHABET INC
+$343.7K
22,291
+5%
建仓
XLV
SELECT SECTOR SPDR TR
+$341.5K
2,504
减持
VEA
VANGUARD TAX-MANAGED FDS
+$340.5K
110,454
-2%
减持
PRU
PRUDENTIAL FINL INC
+$330.3K
46,946
-2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$324.7K
536,988
-1%
清仓
PAYC
PAYCOM SOFTWARE INC
-$322.9K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$318.2K
9,310
-42%
建仓
XLY
SELECT SECTOR SPDR TR
+$317.2K
1,774
增持
INCY
INCYTE CORP
+$315.8K
60,468
+0%
建仓
COP
CONOCOPHILLIPS
+$315.2K
2,716
建仓
IEFA
ISHARES TR
+$308.1K
4,379
增持
INTC
INTEL CORP
+$307.6K
16,324
+13%
减持
UNH
UNITEDHEALTH GROUP INC
+$305.8K
20,794
-1%
减持
VB
VANGUARD INDEX FDS
+$302.4K
13,112
-1%
建仓
USEP
INNOVATOR ETFS TR
+$300.4K
9,594
增持
AVGO
BROADCOM INC
+$294.7K
816
+10%
减持
BGRN
ISHARES TR
-$293.9K
17,320
-30%
减持
—
EXXON MOBIL CORP
-$292.2K
9,042
-11%
减持
MOH
MOLINA HEALTHCARE INC
+$285.5K
14,644
-4%
建仓
KOCT
INNOVATOR ETFS TR
+$284.8K
10,348
建仓
ALL
ALLSTATE CORP
+$276.5K
1,975
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$273.2K
1,070
减持
UJUN
INNOVATOR ETFS TR
+$270.8K
176,120
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$268.6K
6,069
-0%
建仓
MBB
ISHARES TR
+$259.9K
2,763
建仓
—
ACCENTURE PLC IRELAND
+$252.7K
720
建仓
KLAC
KLA CORP
+$245.4K
422
建仓
SCHO
SCHWAB STRATEGIC TR
+$240.8K
4,970
建仓
XLU
SELECT SECTOR SPDR TR
+$239.9K
3,789
减持
MRK
MERCK & CO INC
+$239.8K
52,815
-1%
建仓
SCHE
SCHWAB STRATEGIC TR
+$237.3K
9,574
建仓
FBND
FIDELITY MERRIMACK STR TR
+$232.2K
5,042
建仓
XLP
SELECT SECTOR SPDR TR
+$224.9K
3,122
建仓
AXP
AMERICAN EXPRESS CO
+$223.9K
1,195
建仓
CTAS
CINTAS CORP
+$221.9K
368
增持
LQD
ISHARES TR
+$218.4K
8,979
+18%
建仓
O
REALTY INCOME CORP
+$217.3K
3,785
清仓
HYLB
DBX ETF TR
-$217.0K
0
-100%
减持
IRT
INDEPENDENCE RLTY TR INC
-$216.9K
316,606
-12%
增持
EJUL
INNOVATOR ETFS TR
+$212.2K
122,819
+3%
建仓
SCCO
SOUTHERN COPPER CORP
+$206.6K
2,400
建仓
MSI
MOTOROLA SOLUTIONS INC
+$206.0K
658
建仓
ACWX
ISHARES TR
+$203.3K
3,984
建仓
—
ARISTA NETWORKS INC
+$202.8K
861
减持
NFLX
NETFLIX INC
+$202.3K
1,931
-1%
减持
SQ
BLOCK INC
+$198.3K
8,518
-18%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$196.2K
29,019
增持
—
KELLANOVA
-$191.4K
70,172
+1%
建仓
KLG
WK KELLOGG CO
+$188.7K
14,358
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$188.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$186.9K
12,600
-9%
增持
CPT
CAMDEN PPTY TR
+$185.8K
39,166
+0%
减持
CION
CION INVT CORP
+$185.7K
343,783
-2%
减持
WMT
WALMART INC
-$185.0K
35,490
-2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$169.5K
284,939
-1%
增持
EFA
ISHARES TR
+$161.6K
8,469
+22%
减持
COIN
COINBASE GLOBAL INC
+$161.6K
2,426
-30%
减持
META
META PLATFORMS INC
+$159.2K
3,147
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$158.4K
7,156
+63%
减持
PFE
PFIZER INC
-$158.0K
24,812
-6%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$157.3K
0
-100%
减持
DCI
DONALDSON INC
+$152.5K
33,242
-2%
增持
XEL
XCEL ENERGY INC
+$150.0K
25,978
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$148.9K
3,055
+4%
减持
DLN
WISDOMTREE TR
+$145.7K
36,569
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$144.4K
4,540
+54%
减持
CMCSA
COMCAST CORP NEW
-$143.7K
119,599
-2%
增持
PG
PROCTER AND GAMBLE CO
+$140.1K
7,556
+14%
建仓
METV
LISTED FD TR
+$140.0K
12,161
增持
MGC
VANGUARD WORLD FD
+$133.7K
2,050
+46%
减持
TGT
TARGET CORP
+$133.7K
4,790
-3%
减持
XYLD
GLOBAL X FDS
-$131.1K
33,087
-10%
增持
IQLT
ISHARES TR
+$130.8K
12,274
+25%
