小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 49
增持 54
减持 39
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$58.1M
1,106,340
减持
HCRB
HARTFORD FDS EXCHANGE TRADED
-$42.9M
32,072
-97%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$29.2M
364,875
-63%
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
SCHD
SCHWAB STRATEGIC TR
+$28.0M
707,217
+86%
建仓
PYLD
PIMCO ETF TR
+$23.4M
906,538
增持
SCHX
SCHWAB STRATEGIC TR
+$22.3M
947,703
+46%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$19.3M
273,144
-80%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$18.2M
390,333
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$13.9M
826,865
+54%
增持
VTV
VANGUARD INDEX FDS
+$13.0M
95,471
+470%
建仓
AVEM
AMERICAN CENTY ETF TR
+$12.2M
209,716
增持
SPY
SPDR S&P 500 ETF TR
+$10.0M
28,237
+182%
增持
MSFT
MICROSOFT CORP
+$7.4M
51,945
+36%
建仓
XT
ISHARES TR
+$7.0M
117,076
建仓
IWY
ISHARES TR
+$6.9M
35,537
增持
SCHF
SCHWAB STRATEGIC TR
+$6.8M
426,601
+60%
建仓
TRGP
TARGA RES CORP
+$6.3M
55,885
减持
GWW
GRAINGER W W INC
-$6.0M
333
-96%
建仓
KR
KROGER CO
+$6.0M
104,697
减持
AIZ
ASSURANT INC
-$5.6M
1,165
-97%
建仓
APH
AMPHENOL CORP NEW
+$5.6M
48,180
增持
BBY
BEST BUY INC
+$5.5M
69,941
+2285%
建仓
J
JACOBS SOLUTIONS INC
+$5.4M
35,119
增持
QCOM
QUALCOMM INC
+$5.4M
34,450
+1028%
增持
FAST
FASTENAL CO
+$5.4M
75,569
+969%
建仓
—
CHUBB LIMITED
+$5.3M
20,537
清仓
MOH
MOLINA HEALTHCARE INC
-$5.3M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.2M
101,975
+1698%
建仓
NWSA
NEWS CORP NEW
+$5.2M
199,558
建仓
TJX
TJX COS INC NEW
+$5.2M
51,150
建仓
L
LOEWS CORP
+$5.2M
65,801
增持
GOOGL
ALPHABET INC
+$5.1M
54,473
+144%
建仓
CNC
CENTENE CORP DEL
+$5.1M
64,589
增持
NVDA
NVIDIA CORPORATION
+$5.0M
12,200
+1%
建仓
—
EVEREST GROUP LTD
+$5.0M
12,602
建仓
ED
CONSOLIDATED EDISON INC
+$5.0M
54,657
减持
LDOS
LEIDOS HOLDINGS INC
-$4.9M
1,735
-96%
减持
CMCSA
COMCAST CORP NEW
-$4.9M
8,697
-93%
建仓
TMUS
T-MOBILE US INC
+$4.7M
28,739
清仓
—
LYONDELLBASELL INDUSTRIES N
-$4.7M
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$4.6M
11,713
-96%
建仓
VICI
VICI PPTYS INC
+$4.6M
154,700
减持
CL
COLGATE PALMOLIVE CO
-$4.5M
5,270
-92%
减持
TRV
TRAVELERS COMPANIES INC
-$4.5M
2,149
-92%
清仓
DTE
DTE ENERGY CO
-$4.4M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$4.4M
40,172
+219%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$4.3M
81,351
减持
TXN
TEXAS INSTRS INC
-$4.3M
1,717
-94%
减持
VLO
VALERO ENERGY CORP
-$4.3M
1,309
-96%
清仓
HUM
HUMANA INC
-$4.3M
0
-100%
减持
HD
HOME DEPOT INC
-$4.2M
10,177
-57%
减持
MET
METLIFE INC
-$4.2M
3,057
-95%
增持
QQQ
INVESCO QQQ TR
+$4.2M
14,357
+170%
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$4.1M
128,316
减持
KMB
KIMBERLY-CLARK CORP
-$4.0M
3,384
-91%
减持
MRK
MERCK & CO INC
-$4.0M
13,219
-75%
清仓
CPT
CAMDEN PPTY TR
-$3.9M
0
-100%
减持
PJFG
PGIM ETF TR
+$3.8M
633,886
-5%
清仓
INCY
INCYTE CORP
-$3.8M
0
-100%
减持
GPC
GENUINE PARTS CO
-$3.8M
2,008
-93%
减持
AAPL
APPLE INC
-$3.6M
170,655
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$3.6M
58,096
+1433%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$3.5M
147,773
+21%
减持
SCHG
SCHWAB STRATEGIC TR
+$3.0M
378,272
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$2.8M
39,913
+1178%
增持
GINN
GOLDMAN SACHS ETF TR
+$2.7M
404,070
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
20,074
+702%
增持
AMZN
AMAZON COM INC
+$2.6M
87,828
+1%
建仓
KRE
SPDR SER TR
+$2.5M
50,687
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.5M
469,639
+20%
增持
EFAV
ISHARES TR
+$2.5M
40,352
+716%
建仓
XLRE
SELECT SECTOR SPDR TR
+$2.3M
59,397
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.2M
266,670
+22%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.1M
10,089
增持
SPDW
SPDR INDEX SHS FDS
+$2.1M
272,259
+20%
增持
MOAT
VANECK ETF TRUST
+$2.0M
26,710
+429%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.8M
30,606
+278%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.8M
224,812
+3%
建仓
FNDX
SCHWAB STRATEGIC TR
+$1.7M
25,308
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
101,394
+15%
增持
TLT
ISHARES TR
+$1.6M
135,074
+19%
增持
SMMD
ISHARES TR
+$1.5M
148,077
+11%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
229,889
+11%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
36,627
+626%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.4M
21,934
减持
BA
BOEING CO
-$1.3M
18,855
-1%
增持
—
KELLANOVA
+$1.3M
90,643
+29%
增持
WMT
WALMART INC
+$1.2M
113,660
+220%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$1.2M
32,353
建仓
VTI
VANGUARD INDEX FDS
+$1.1M
4,330
建仓
ISTB
ISHARES TR
+$1.1M
23,358
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$1.1M
58,070
-5%
建仓
GD
GENERAL DYNAMICS CORP
+$1.0M
3,692
增持
MA
MASTERCARD INCORPORATED
+$1.0M
18,083
+0%
清仓
—
ETF MANAGERS TR
-$994.8K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$960.2K
16,852
建仓
ETHO
AMPLIFY ETF TR
+$908.3K
15,530
减持
TECH
BIO-TECHNE CORP
-$877.5K
31,375
-22%
增持
PRU
PRUDENTIAL FINL INC
+$872.7K
48,906
+4%
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$850.8K
15,034
建仓
RZG
INVESCO EXCHANGE TRADED FD T
+$823.9K
16,953
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$807.2K
12,565
减持
VUG
VANGUARD INDEX FDS
+$799.8K
30,852
-2%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$796.2K
9,003
增持
EMB
ISHARES TR
+$775.6K
51,584
+19%
增持
CAT
CATERPILLAR INC
+$773.6K
3,686
+89%
减持
BND
VANGUARD BD INDEX FDS
-$730.3K
18,101
-35%
增持
—
INTERPUBLIC GROUP COS INC
+$677.5K
151,644
+16%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$675.0K
8,700
+173%
建仓
SUB
ISHARES TR
+$662.1K
6,322
建仓
SCMB
SCHWAB STRATEGIC TR
+$649.3K
12,474
增持
AGG
ISHARES TR
+$644.7K
231,977
+4%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$644.4K
18,313
减持
VOO
VANGUARD INDEX FDS
+$633.2K
18,842
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$626.5K
65,084
-9%
增持
LLY
ELI LILLY & CO
+$618.0K
2,856
+4%
建仓
KOMP
SPDR SER TR
+$606.8K
12,620
增持
—
EXXON MOBIL CORP
+$604.6K
12,979
+44%
增持
META
META PLATFORMS INC
+$568.8K
3,465
+10%
建仓
USFR
WISDOMTREE TR
+$535.3K
10,643
减持
VEA
VANGUARD TAX-MANAGED FDS
-$519.5K
95,102
-14%
减持
EXPD
EXPEDITORS INTL WASH INC
-$503.4K
39,465
-5%
增持
HSIC
HENRY SCHEIN INC
+$503.3K
65,019
+12%
增持
TSLA
TESLA INC
-$486.8K
12,174
+15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$470.2K
35,255
-8%
减持
FISV
FISERV INC
+$462.9K
18,315
-1%
减持
V
VISA INC
+$456.0K
29,226
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$446.6K
7,197
增持
CHD
CHURCH & DWIGHT CO INC
+$419.3K
38,597
+1%
建仓
RSPR
INVESCO EXCHANGE TRADED FD T
+$417.8K
12,711
建仓
UFEB
INNOVATOR ETFS TRUST
+$397.9K
12,920
减持
PSX
PHILLIPS 66
+$397.0K
39,263
-13%
建仓
AEE
AMEREN CORP
+$369.5K
4,996
增持
IQLT
ISHARES TR
+$365.1K
20,830
+70%
减持
EFA
ISHARES TR
-$355.0K
3,545
-58%
减持
ISRG
INTUITIVE SURGICAL INC
+$349.9K
6,007
-1%
建仓
SCHB
SCHWAB STRATEGIC TR
+$341.6K
5,596
增持
AVGO
BROADCOM INC
+$330.2K
936
+15%
减持
FPE
FIRST TR EXCH TRADED FD III
-$319.6K
62,139
-25%
增持
IJAN
INNOVATOR ETFS TRUST
+$318.6K
31,772
+43%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$318.0K
5,100
清仓
COP
CONOCOPHILLIPS
-$315.2K
0
-100%
建仓
PJAN
INNOVATOR ETFS TRUST
+$309.9K
7,924
减持
DCI
DONALDSON INC
+$302.7K
33,142
-0%
增持
JPM
JPMORGAN CHASE & CO
+$292.8K
6,491
+10%
建仓
RSPS
INVESCO EXCHANGE TRADED FD T
+$290.8K
8,830
增持
UNH
UNITEDHEALTH GROUP INC
-$289.5K
21,544
+4%
增持
TGT
TARGET CORP
+$288.7K
5,479
+14%
减持
VB
VANGUARD INDEX FDS
-$286.0K
10,986
-16%
减持
FFIV
F5 INC
-$280.4K
27,670
-10%
