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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 67
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$7.5M
2,139,171
+328%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.5M
194,663
+3183%
增持
BND
VANGUARD BD INDEX FDS
+$5.3M
83,766
+740%
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。
建仓
—
TE CONNECTIVITY PLC
+$5.3M
36,840
增持
VOO
VANGUARD INDEX FDS
+$4.7M
28,195
+42%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$4.7M
243,239
+2161%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.5M
0
-100%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.8M
108,378
增持
HODL
VANECK BITCOIN ETF
+$3.5M
101,398
+2%
增持
AMZN
AMAZON COM INC
+$3.4M
96,670
+1%
减持
PJFG
PGIM ETF TR
+$3.3M
645,237
-0%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
13,216
+251%
建仓
BSVO
EA SERIES TRUST
+$2.7M
126,011
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
2,725,374
+205%
减持
AAPL
APPLE INC
+$2.4M
168,693
-1%
减持
HNDL
STRATEGY SHS
-$2.2M
127,221
-43%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$2.1M
52,013
增持
UDEC
INNOVATOR ETFS TRUST
+$2.1M
78,104
+346%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
133,793
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
24,617
+0%
减持
UJUN
INNOVATOR ETFS TRUST
-$1.9M
213,974
-22%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
818,591
+98%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
70,687
增持
JBND
J P MORGAN EXCHANGE TRADED F
-$1.8M
1,137,984
+2%
减持
TSLA
TESLA INC
+$1.7M
12,179
-1%
减持
AGG
ISHARES TR
-$1.7M
233,885
-3%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.7M
216,906
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
33,437
+6%
增持
GOOGL
ALPHABET INC
+$1.6M
68,104
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$1.6M
16,642
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.5M
2,640,459
+216%
减持
TLT
ISHARES TR
-$1.5M
131,600
-0%
建仓
BOND
PIMCO ETF TR
+$1.5M
16,157
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.3M
53,966
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.3M
652,200
+12%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.3M
197,570
-1%
增持
AVMC
AMERICAN CENTY ETF TR
+$1.2M
186,174
+10%
减持
TRGP
TARGA RES CORP
+$1.2M
49,988
-4%
增持
AVSC
AMERICAN CENTY ETF TR
+$1.2M
220,327
+10%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.2M
24,931
增持
BBY
BEST BUY INC
-$1.2M
68,198
+1%
减持
V
VISA INC
+$1.1M
30,268
-1%
清仓
BSCT
INVESCO EXCH TRD SLF IDX FD
-$1.1M
0
-100%
增持
CDW
CDW CORP
-$1.1M
22,793
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
21,918
+268%
减持
WMT
WALMART INC
+$1.0M
109,560
-0%
减持
MSFT
MICROSOFT CORP
-$1.0M
57,542
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
24,872
-8%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$983.6K
17,672
增持
—
ISHARES TR
+$964.3K
64,771
+178%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$943.6K
26,596
建仓
GSST
GOLDMAN SACHS ETF TR
+$935.9K
18,639
清仓
WDAY
WORKDAY INC
-$929.2K
0
-100%
增持
CNC
CENTENE CORP DEL
-$882.9K
66,470
+2%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$872.7K
29,060
增持
XEL
XCEL ENERGY INC
+$830.2K
38,217
+43%
增持
PANW
PALO ALTO NETWORKS INC
+$828.4K
7,714
+358%
减持
FFIV
F5 INC
+$826.8K
27,484
-1%
清仓
CPNJ
CALAMOS ETF TR
-$815.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$792.3K
40,218
-1%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$780.6K
486,936
+9%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$777.8K
19,009
减持
VEA
VANGUARD TAX-MANAGED FDS
-$769.8K
76,289
-9%
建仓
SGOV
ISHARES TR
+$768.4K
7,660
增持
UOCT
INNOVATOR ETFS TRUST
+$734.4K
28,084
+281%
增持
EXPD
EXPEDITORS INTL WASH INC
-$728.2K
40,806
+2%
减持
USMV
ISHARES TR
-$717.6K
7,537
-50%
增持
ED
CONSOLIDATED EDISON INC
-$700.4K
55,694
+2%
建仓
CPSD
CALAMOS ETF TR
+$691.4K
28,594
增持
QQQ
INVESCO QQQ TR
+$680.9K
19,274
+3%
增持
IOCT
INNOVATOR ETFS TRUST
+$666.4K
50,474
+91%
减持
IJUL
INNOVATOR ETFS TRUST
-$642.6K
224,429
-4%
增持
AVGO
BROADCOM INC
+$619.0K
10,212
+1%
建仓
IDEV
ISHARES TR
+$602.8K
9,350
增持
JCPB
J P MORGAN EXCHANGE TRADED F
-$598.5K
279,308
+0%
增持
PSX
PHILLIPS 66
-$582.0K
39,916
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$578.9K
104,022
+1%
增持
BA
BOEING CO
+$572.2K
17,265
+6%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$555.8K
102,095
-7%
增持
VICI
VICI PPTYS INC
-$553.4K
158,581
+2%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$548.0K
10,928
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$547.0K
881,591
+3%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
-$543.9K
154,272
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$521.9K
5,020
-1%
减持
KRE
SPDR SER TR
-$518.8K
24,204
-31%
减持
PEP
PEPSICO INC
-$516.5K
12,223
-12%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$516.0K
356,724
+10%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$514.5K
8,237
增持
—
INVESCO EXCH TRD SLF IDX FD
+$500.9K
224,775
+12%
减持
AMTM
AMENTUM HOLDINGS INC
-$491.9K
30,158
-14%
增持
HD
HOME DEPOT INC
+$491.3K
14,086
+14%
减持
MA
MASTERCARD INCORPORATED
+$481.6K
19,768
-2%
增持
—
INTERPUBLIC GROUP COS INC
-$475.3K
156,584
+2%
建仓
IEMG
ISHARES INC
+$474.9K
9,095
增持
IWY
ISHARES TR
+$447.5K
22,220
+2%
增持
HIG
HARTFORD FINL SVCS GROUP INC
-$447.5K
56,150
+0%
减持
FISV
FISERV INC
+$442.0K
17,987
-1%
增持
L
LOEWS CORP
+$439.4K
66,321
+1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$438.9K
20,638
-4%
增持
USFR
WISDOMTREE TR
+$437.6K
20,996
+70%
增持
KR
KROGER CO
+$436.4K
103,863
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$434.1K
16,257
-6%
减持
—
MEDTRONIC PLC
-$429.2K
20,400
-11%
建仓
EOCT
INNOVATOR ETFS TRUST
+$424.1K
16,348
增持
QCOM
QUALCOMM INC
-$422.4K
34,692
+3%
增持
NFLX
NETFLIX INC
+$419.5K
2,004
+4%
减持
ADBE
ADOBE INC
-$410.5K
2,478
-15%
减持
DHR
DANAHER CORPORATION
-$409.7K
6,352
-5%
减持
NTAP
NETAPP INC
-$406.9K
54,393
-0%
减持
MRK
MERCK & CO INC
-$398.1K
12,197
-14%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$389.7K
11,051
建仓
IBTG
ISHARES TR
+$389.6K
17,082
减持
APH
AMPHENOL CORP NEW
+$389.2K
93,176
-0%
减持
XLU
SELECT SECTOR SPDR TR
-$388.9K
49,895
-3%
增持
MGK
VANGUARD WORLD FD
+$386.6K
3,434
+39%
减持
XT
ISHARES TR
-$385.8K
32,936
-15%
减持
TMUS
T-MOBILE US INC
+$384.1K
28,438
-0%
建仓
ANET
ARISTA NETWORKS INC
+$383.2K
3,467
增持
JPM
JPMORGAN CHASE & CO.
+$378.8K
12,298
+1%
减持
COST
COSTCO WHSL CORP NEW
+$375.4K
15,418
-1%
减持
ZTS
ZOETIS INC
-$373.4K
4,439
-21%
增持
GOOG
ALPHABET INC
+$373.3K
14,996
+1%
增持
DFUS
DIMENSIONAL ETF TRUST
+$371.9K
35,698
+17%
增持
SMMD
ISHARES TR
+$367.7K
163,831
+3%
减持
AMGN
AMGEN INC
-$359.9K
4,183
-7%
增持
PYLD
PIMCO ETF TR
-$354.4K
931,277
+1%
增持
WFC
WELLS FARGO CO NEW
+$346.4K
12,232
+35%
建仓
IBB
ISHARES TR
+$342.6K
2,591
清仓
—
ARISTA NETWORKS INC
-$328.6K
0
-100%
增持
VTV
VANGUARD INDEX FDS
-$323.1K
80,249
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$320.5K
981
-36%
增持
SPDW
SPDR INDEX SHS FDS
+$320.3K
416,939
+13%
减持
TECH
BIO-TECHNE CORP
-$314.3K
26,028
-5%
增持
VXUS
VANGUARD STAR FDS
+$311.8K
17,075
+59%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$311.2K
59,852
-1%
减持
PFE
PFIZER INC
-$307.8K
19,603
-31%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$305.7K
200,478
+9%
清仓
EFA
ISHARES TR
-$297.2K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$296.9K
3,076
清仓
OLED
UNIVERSAL DISPLAY CORP
-$293.9K
0
-100%
清仓
TIP
ISHARES TR
-$293.5K
0
-100%
清仓
BGRN
ISHARES TR
-$291.8K
0
-100%
增持
SPYM
SPDR SER TR
+$288.3K
10,010
+68%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$282.0K
3,729
清仓
TD
TORONTO DOMINION BK ONT
-$281.1K
0
-100%
建仓
APP
APPLOVIN CORP
+$279.8K
864
减持
MOAT
VANECK ETF TRUST
-$278.6K
19,525
-9%
增持
GINN
GOLDMAN SACHS ETF TR
+$276.3K
283,174
+1%
增持
—
EVEREST GROUP LTD
-$276.0K
12,881
+2%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$275.7K
0
-100%
