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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 29
增持 66
减持 46
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AVMC
AMERICAN CENTY ETF TR
+$10.9M
168,856
建仓
AVSC
AMERICAN CENTY ETF TR
+$10.8M
199,739
减持
SCHM
SCHWAB STRATEGIC TR
-$9.2M
7,505
-94%
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
SCHA
SCHWAB STRATEGIC TR
-$9.0M
71,807
-73%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.0M
835,471
+5%
建仓
HODL
VANECK BITCOIN ETF
+$7.2M
99,866
减持
GINN
GOLDMAN SACHS ETF TR
-$6.3M
281,036
-32%
清仓
—
TE CONNECTIVITY LTD
-$5.5M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.1M
499,965
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.8M
893,196
+3%
增持
AAPL
APPLE INC
+$4.6M
171,186
+2%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$4.5M
218,347
-2%
增持
UJUN
INNOVATOR ETFS TRUST
+$4.3M
275,792
+81%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.4M
24,605
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$2.8M
16,560
+12%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.7M
152,303
-0%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.7M
1,120,367
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.5M
345,203
+8%
增持
LLY
ELI LILLY & CO
+$2.5M
5,741
+98%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
15,512
+16%
增持
MA
MASTERCARD INCORPORATED
+$2.2M
20,105
+15%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.2M
583,476
+7%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$2.2M
448,419
+7%
增持
AGG
ISHARES TR
+$1.9M
240,537
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$1.9M
370,336
+8%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
79,677
+6%
减持
—
KELLANOVA
+$1.8M
87,099
-3%
增持
ABBV
ABBVIE INC
+$1.8M
14,029
+136%
增持
MSFT
MICROSOFT CORP
+$1.7M
58,711
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
35,109
-0%
建仓
SYK
STRYKER CORPORATION
+$1.6M
4,450
增持
GOOGL
ALPHABET INC
+$1.6M
68,099
+28%
建仓
VEEV
VEEVA SYS INC
+$1.5M
7,272
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
857,317
+1%
增持
HD
HOME DEPOT INC
+$1.4M
12,310
+18%
增持
PH
PARKER-HANNIFIN CORP
+$1.4M
2,588
+411%
增持
SMMD
ISHARES TR
+$1.3M
159,055
+6%
增持
DHR
DANAHER CORPORATION
+$1.3M
6,718
+195%
减持
FFIV
F5 INC
+$1.3M
27,632
-1%
减持
WMT
WALMART INC
+$1.3M
109,733
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
12,184
+88%
增持
PEP
PEPSICO INC
+$1.2M
13,967
+90%
建仓
AMTM
AMENTUM HOLDINGS INC
+$1.1M
34,920
减持
BBY
BEST BUY INC
+$1.1M
67,777
-3%
建仓
ZTS
ZOETIS INC
+$1.1M
5,613
增持
V
VISA INC
+$1.1M
30,675
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
102,524
+0%
减持
QCOM
QUALCOMM INC
-$997.4K
33,824
-0%
增持
AMZN
AMAZON COM INC
+$971.7K
95,800
+10%
增持
PYLD
PIMCO ETF TR
+$970.5K
919,066
+0%
增持
USEP
INNOVATOR ETFS TRUST
+$943.2K
36,478
+280%
建仓
WDAY
WORKDAY INC
+$929.2K
3,802
增持
TLT
ISHARES TR
+$858.2K
132,197
+0%
增持
TSLA
TESLA INC
+$842.6K
12,295
+2%
减持
XT
ISHARES TR
-$834.3K
38,613
-29%
增持
UAUG
INNOVATOR ETFS TRUST
+$829.9K
85,475
+33%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$827.0K
56,035
-2%
减持
TSPA
T ROWE PRICE ETF INC
-$817.5K
15,635
-61%
减持
TMUS
T-MOBILE US INC
+$806.1K
28,557
-1%
建仓
MGK
VANGUARD WORLD FD
+$792.6K
2,462
增持
ADBE
ADOBE INC
+$782.5K
2,921
+122%
建仓
VLO
VALERO ENERGY CORP
+$781.6K
5,788
增持
VOO
VANGUARD INDEX FDS
+$774.1K
19,859
+2%
减持
ED
CONSOLIDATED EDISON INC
+$767.9K
54,451
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$755.5K
413,264
-2%
减持
TMFC
RBB FD INC
-$753.4K
6,739
-68%
减持
KR
KROGER CO
+$732.1K
103,226
-1%
减持
BA
BOEING CO
-$720.7K
16,336
-7%
减持
VICI
VICI PPTYS INC
+$705.7K
155,677
-0%
减持
TRGP
TARGA RES CORP
+$675.9K
52,014
-5%
增持
FAST
FASTENAL CO
+$668.5K
76,414
+0%
增持
UNP
UNION PAC CORP
+$666.4K
3,573
+277%
增持
JNJ
JOHNSON & JOHNSON
+$663.1K
40,779
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$629.7K
279,152
+1%
减持
FICO
FAIR ISAAC CORP
+$628.6K
2,655
-13%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$626.5K
66,217
+0%
增持
QQQ
INVESCO QQQ TR
+$622.5K
18,794
+5%
减持
—
CHUBB LIMITED
+$613.3K
20,251
-1%
增持
EMB
ISHARES TR
+$610.2K
62,595
+6%
增持
CNC
CENTENE CORP DEL
+$601.4K
65,218
+0%
增持
HSIC
HENRY SCHEIN INC
+$599.9K
65,868
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$581.5K
30,609
+36%
增持
NVDA
NVIDIA CORPORATION
+$568.3K
131,974
+5%
增持
META
META PLATFORMS INC
+$560.4K
4,551
+12%
建仓
ISEP
INNOVATOR ETFS TRUST
+$554.6K
19,137
减持
XLU
SELECT SECTOR SPDR TR
+$548.4K
51,565
-3%
建仓
—
ISHARES TR
+$546.1K
23,319
减持
NTAP
NETAPP INC
-$530.6K
54,416
-3%
减持
FISV
FISERV INC
+$519.5K
18,107
-1%
减持
PJFG
PGIM ETF TR
+$514.3K
645,275
-0%
增持
EJUL
INNOVATOR ETFS TRUST
+$509.3K
132,057
+13%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$502.6K
22,959
减持
IRT
INDEPENDENCE RLTY TR INC
+$488.0K
296,830
-1%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$485.1K
0
-100%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$478.9K
325,499
+5%
建仓
WMB
WILLIAMS COS INC
+$478.7K
10,486
减持
UMAR
INNOVATOR ETFS TRUST
-$456.6K
36,399
-29%
建仓
IAUG
INNOVATOR ETFS TRUST
+$455.6K
17,819
减持
HNDL
STRATEGY SHS
-$445.7K
222,662
-13%
减持
DIS
DISNEY WALT CO
-$428.1K
6,313
-39%
增持
—
INTERPUBLIC GROUP COS INC
+$423.1K
153,738
+1%
减持
ETHO
AMPLIFY ETF TR
-$421.2K
4,512
-63%
建仓
SSO
PROSHARES TR
+$420.6K
4,665
增持
UJUL
INNOVATOR ETFS TRUST
+$402.9K
18,431
+170%
建仓
IWF
ISHARES TR
+$382.4K
1,019
增持
PSX
PHILLIPS 66
-$377.3K
39,023
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$371.8K
27,156
-3%
增持
IVV
ISHARES TR
+$368.3K
3,086
+20%
建仓
IJUN
INNOVATOR ETFS TRUST
+$363.0K
13,892
建仓
MUB
ISHARES TR
+$347.2K
3,196
清仓
XLC
SELECT SECTOR SPDR TR
-$346.0K
0
-100%
清仓
SPXE
PROSHARES TR
-$338.0K
0
-100%
增持
XEL
XCEL ENERGY INC
+$336.8K
26,802
+1%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$334.5K
0
-100%
清仓
IWM
ISHARES TR
-$332.3K
0
-100%
增持
IJUL
INNOVATOR ETFS TRUST
+$330.0K
233,230
+0%
增持
VUG
VANGUARD INDEX FDS
+$322.9K
31,465
+0%
减持
TJX
TJX COS INC NEW
+$315.2K
50,458
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$311.9K
5,065
-1%
减持
APH
AMPHENOL CORP NEW
-$310.6K
93,338
-2%
增持
J
JACOBS SOLUTIONS INC
-$308.0K
35,093
+0%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$297.3K
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$293.9K
1,400
减持
BND
VANGUARD BD INDEX FDS
-$287.0K
9,976
-31%
增持
EXPD
EXPEDITORS INTL WASH INC
+$284.2K
39,942
+0%
清仓
SPXN
PROSHARES TR
-$283.8K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$282.6K
1,544
+38%
减持
MMM
3M CO
+$278.8K
9,297
-4%
减持
ISRG
INTUITIVE SURGICAL INC
+$276.5K
5,966
-0%
减持
GOOG
ALPHABET INC
-$276.4K
14,849
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$273.9K
200,296
-3%
减持
BGRN
ISHARES TR
-$269.1K
6,035
-50%
减持
INTU
INTUIT
-$267.3K
3,599
-5%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$265.4K
201,352
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$264.7K
3,628
+26%
减持
L
LOEWS CORP
+$257.1K
65,494
-1%
建仓
CEG
CONSTELLATION ENERGY CORP
+$253.3K
974
增持
ORCL
ORACLE CORP
+$238.4K
7,160
+3%
建仓
LNC
LINCOLN NATL CORP IND
+$234.7K
7,449
建仓
—
ACCENTURE PLC IRELAND
+$227.3K
643
增持
TECH
BIO-TECHNE CORP
+$227.1K
27,388
+0%
增持
IQLT
ISHARES TR
+$226.6K
31,927
+14%
建仓
—
BLACKROCK INC
+$226.0K
238
建仓
LUNG
PULMONX CORP
+$223.8K
26,991
减持
—
MEDTRONIC PLC
+$222.3K
22,867
-2%
清仓
—
VECTOR GROUP LTD
-$221.7K
0
-100%
建仓
SUSB
ISHARES TR
+$221.5K
8,803
建仓
HRL
HORMEL FOODS CORP
+$221.2K
6,977
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$221.1K
10,756
建仓
AIZ
ASSURANT INC
+$219.8K
1,105
