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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 52
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$11.9M
465,640
+23%
减持
AAPL
APPLE INC
+$6.0M
167,455
-2%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$5.4M
277,068
-29%
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
PJFG
PGIM ETF TR
+$5.4M
646,375
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.6M
792,999
+12%
建仓
FICO
FAIR ISAAC CORP
+$4.5M
3,044
增持
NVDA
NVIDIA CORPORATION
+$4.4M
125,130
+926%
减持
XT
ISHARES TR
-$3.8M
54,139
-54%
减持
VTV
VANGUARD INDEX FDS
-$3.5M
75,291
-21%
建仓
UAPR
INNOVATOR ETFS TRUST
+$3.3M
114,273
减持
SCHX
SCHWAB STRATEGIC TR
-$3.1M
867,766
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
320,756
+20%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$2.5M
222,312
-1%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.4M
544,308
+16%
减持
IWY
ISHARES TR
-$2.3M
21,474
-40%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$2.3M
419,613
+15%
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
341,438
+25%
增持
QQQ
INVESCO QQQ TR
+$2.2M
17,846
+24%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$1.9M
48,107
-41%
增持
MSFT
MICROSOFT CORP
+$1.7M
52,703
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
126,789
+25%
减持
GOOGL
ALPHABET INC
+$1.5M
53,262
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
267,798
+16%
建仓
TSPA
T ROWE PRICE ETF INC
+$1.4M
40,189
减持
XLRE
SELECT SECTOR SPDR TR
-$1.3M
26,098
-56%
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
13,358
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
102,303
+0%
减持
NTAP
NETAPP INC
+$1.2M
56,300
-2%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
31,437
+2%
减持
EFAV
ISHARES TR
-$1.1M
24,869
-38%
建仓
TMFC
RBB FD INC
+$1.1M
21,041
减持
UAUG
INNOVATOR ETFS TRUST
-$1.0M
64,318
-35%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.0M
57,360
增持
FAST
FASTENAL CO
-$1.0M
76,209
+1%
减持
AMZN
AMAZON COM INC
+$1.0M
87,342
-1%
减持
MA
MASTERCARD INCORPORATED
-$1.0M
17,411
-4%
减持
HNDL
STRATEGY SHS
-$998.9K
255,681
-15%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$955.5K
850,192
+3%
减持
QCOM
QUALCOMM INC
+$916.8K
33,885
-2%
减持
PSX
PHILLIPS 66
-$906.4K
39,009
-1%
增持
APH
AMPHENOL CORP NEW
+$834.9K
94,886
+97%
减持
KR
KROGER CO
-$798.6K
103,801
-1%
减持
V
VISA INC
-$783.5K
28,090
-4%
建仓
CPNJ
CALAMOS ETF TR
+$782.9K
32,613
增持
GINN
GOLDMAN SACHS ETF TR
+$768.4K
413,192
+2%
减持
TRGP
TARGA RES CORP
+$764.1K
54,533
-2%
增持
CNC
CENTENE CORP DEL
-$760.7K
64,981
+1%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$736.9K
152,347
+3%
减持
WMT
WALMART INC
+$732.5K
111,822
-2%
清仓
IWD
ISHARES TR
-$723.3K
0
-100%
减持
CDW
CDW CORP
-$715.2K
22,021
-0%
增持
HSIC
HENRY SCHEIN INC
-$708.4K
65,552
+1%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$686.1K
309,753
+13%
减持
IRT
INDEPENDENCE RLTY TR INC
+$674.5K
298,669
-2%
减持
TLT
ISHARES TR
-$670.4K
131,949
-2%
建仓
—
SILA REALTY TRUST INC
+$663.0K
31,320
增持
VOO
VANGUARD INDEX FDS
+$647.7K
19,405
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$631.0K
35,278
+0%
增持
EMB
ISHARES TR
+$621.9K
59,307
+15%
增持
IAPR
INNOVATOR ETFS TRUST
+$594.6K
56,873
+64%
减持
IJUL
INNOVATOR ETFS TRUST
-$588.7K
232,165
-8%
减持
UJUN
INNOVATOR ETFS TRUST
-$569.4K
152,606
-13%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$564.1K
176,177
+20%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$559.3K
117,213
-9%
减持
IVW
ISHARES TR
-$545.7K
5,414
-56%
增持
GOOG
ALPHABET INC
+$530.4K
15,042
+3%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$512.6K
17,360
减持
AVEM
AMERICAN CENTY ETF TR
+$510.0K
207,320
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$509.9K
192,959
+15%
增持
—
INTERPUBLIC GROUP COS INC
-$508.5K
152,618
+1%
减持
J
JACOBS SOLUTIONS INC
-$497.2K
35,085
-0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$491.5K
192,781
+16%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$485.1K
2,828
增持
FFIV
F5 INC
-$459.5K
27,791
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$449.1K
216,914
+10%
减持
SPY
SPDR S&P 500 ETF TR
+$439.5K
27,947
-1%
减持
BA
BOEING CO
-$434.4K
17,606
-7%
减持
TJX
TJX COS INC NEW
+$427.9K
51,005
-0%
减持
—
MEDTRONIC PLC
-$423.8K
23,331
-10%
减持
KRE
SPDR SER TR
-$423.7K
43,277
-15%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$422.6K
1,120,357
+1%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$421.2K
17,226
减持
FNDX
SCHWAB STRATEGIC TR
-$417.9K
19,224
-24%
增持
JNJ
JOHNSON & JOHNSON
-$409.2K
40,679
+1%
减持
MOAT
VANECK ETF TRUST
-$408.7K
23,006
-14%
减持
SCHF
SCHWAB STRATEGIC TR
-$408.0K
422,643
-1%
增持
LLY
ELI LILLY & CO
+$403.7K
2,900
+2%
增持
TMUS
T-MOBILE US INC
+$396.0K
28,873
+0%
清仓
MGC
VANGUARD WORLD FD
-$383.4K
0
-100%
清仓
IJH
ISHARES TR
-$383.2K
0
-100%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$370.1K
5,108
-43%
增持
PG
PROCTER AND GAMBLE CO
+$367.3K
9,981
+27%
增持
DFUS
DIMENSIONAL ETF TRUST
+$362.1K
22,470
+33%
增持
META
META PLATFORMS INC
+$362.0K
4,055
+17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$360.2K
89,256
-6%
减持
UDEC
INNOVATOR ETFS TRUST
-$359.7K
18,622
-38%
减持
XLV
SELECT SECTOR SPDR TR
-$350.5K
17,942
-11%
建仓
XLC
SELECT SECTOR SPDR TR
+$346.0K
4,039
建仓
SPXE
PROSHARES TR
+$338.0K
5,780
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$337.3K
7,666
-39%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$334.5K
1,697
增持
HD
HOME DEPOT INC
-$321.5K
10,407
+2%
建仓
KAPR
INNOVATOR ETFS TRUST
+$319.1K
10,360
增持
AVGO
BROADCOM INC
+$318.6K
971
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$318.1K
21,553
+0%
减持
VB
VANGUARD INDEX FDS
-$310.1K
10,095
-8%
增持
EAPR
INNOVATOR ETFS TRUST
+$300.4K
25,912
+76%
减持
AGG
ISHARES TR
-$300.3K
230,962
-0%
建仓
DEM
WISDOMTREE TR
+$299.6K
6,918
增持
UMAR
INNOVATOR ETFS TRUST
+$293.9K
51,267
+17%
增持
COWZ
PACER FDS TR
+$289.4K
14,739
+67%
清仓
PULS
PGIM ETF TR
-$289.2K
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$285.8K
65,943
+1%
建仓
SPXN
PROSHARES TR
+$283.8K
4,782
清仓
SCHO
SCHWAB STRATEGIC TR
-$283.7K
0
-100%
增持
SMMD
ISHARES TR
-$279.2K
150,737
+2%
减持
BND
VANGUARD BD INDEX FDS
-$278.4K
14,383
-21%
清仓
SUSB
ISHARES TR
-$277.5K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$276.6K
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$274.5K
36,325
+1%
增持
IQLT
ISHARES TR
+$271.9K
28,118
+35%
减持
NWSA
NEWS CORP NEW
+$271.0K
199,327
-0%
减持
KOMP
SPDR SER TR
-$271.0K
7,289
-42%
清仓
VTIP
VANGUARD MALVERN FDS
-$266.2K
0
-100%
减持
CION
CION INVT CORP
+$262.1K
334,686
-3%
清仓
DG
DOLLAR GEN CORP NEW
-$258.4K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$257.1K
5,967
-1%
减持
BGRN
ISHARES TR
-$254.3K
12,051
-31%
减持
TECH
BIO-TECHNE CORP
-$246.5K
27,383
-13%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$245.5K
0
-100%
减持
SQ
BLOCK INC
-$241.3K
4,465
-29%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$241.0K
5,102
-3%
建仓
OXY
OCCIDENTAL PETE CORP
+$235.0K
3,728
减持
TSLA
TESLA INC
+$234.1K
11,998
-1%
增持
L
LOEWS CORP
-$231.3K
65,832
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$229.5K
8,274
-18%
减持
XYLD
GLOBAL X FDS
-$227.4K
26,613
-17%
清仓
UPS
UNITED PARCEL SERVICE INC
-$226.5K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$225.0K
21,798
-1%
清仓
VLO
VALERO ENERGY CORP
-$223.4K
0
-100%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$220.8K
57,324
-1%
清仓
AIZ
ASSURANT INC
-$219.2K
0
-100%
减持
ETHO
AMPLIFY ETF TR
-$216.8K
12,239
-21%
建仓
UNP
UNION PAC CORP
+$214.3K
947
清仓
VBK
VANGUARD INDEX FDS
-$210.4K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$210.4K
3,791
减持
ISTB
ISHARES TR
-$209.4K
18,971
-19%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$208.4K
3,364
增持
—
EXXON MOBIL CORP
+$204.5K
14,881
+15%
清仓
ZTS
ZOETIS INC
-$204.0K
0
-100%
