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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 59
减持 55
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$25.2M
809,673
+190%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$20.5M
32,050
-93%
增持
DFAI
DIMENSIONAL ETF TRUST
+$18.3M
591,329
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。
+8006%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$17.3M
667,067
减持
GINN
GOLDMAN SACHS ETF TR
-$16.4M
16,673
-94%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.5M
42,876
-89%
减持
SPDW
SPDR INDEX SHS FDS
-$13.6M
17,963
-96%
减持
SCHX
SCHWAB STRATEGIC TR
-$13.3M
2,256,872
-17%
建仓
NPFI
NUSHARES ETF TR
+$12.8M
496,578
建仓
FEOE
RBB FUND TRUST
+$12.2M
311,994
减持
TLT
ISHARES TR
-$10.8M
7,893
-94%
减持
SCHF
SCHWAB STRATEGIC TR
-$10.6M
232,164
-72%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.7M
2,927,350
+11%
减持
MSFT
MICROSOFT CORP
-$8.8M
41,110
-29%
减持
TRGP
TARGA RES CORP
-$8.7M
1,180
-98%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$7.5M
1,250,930
+10%
增持
T
AT&T INC
+$7.1M
277,290
+802%
建仓
GILD
GILEAD SCIENCES INC
+$6.9M
61,286
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$6.8M
110,974
-28%
减持
—
KELLANOVA
-$6.7M
3,079
-96%
清仓
APH
AMPHENOL CORP NEW
-$6.5M
0
-100%
建仓
COR
CENCORA INC
+$6.4M
22,943
增持
ALL
ALLSTATE CORP
+$6.2M
31,695
+1649%
减持
KR
KROGER CO
-$6.1M
3,481
-97%
减持
TMUS
T-MOBILE US INC
-$6.1M
799
-97%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$6.1M
159,769
-26%
增持
ELV
ELEVANCE HEALTH INC
+$6.0M
14,248
+2426%
建仓
FESM
FIDELITY COVINGTON TRUST
+$5.9M
200,337
建仓
FE
FIRSTENERGY CORP
+$5.7M
140,794
减持
BBY
BEST BUY INC
-$5.6M
3,792
-94%
增持
PEP
PEPSICO INC
+$5.6M
49,420
+304%
建仓
EOG
EOG RES INC
+$5.5M
43,137
建仓
FTNT
FORTINET INC
+$5.5M
57,265
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.4M
7,730
-93%
减持
PRU
PRUDENTIAL FINL INC
-$5.4M
2,397
-95%
增持
CMCSA
COMCAST CORP NEW
+$5.4M
153,763
+1949%
建仓
AVY
AVERY DENNISON CORP
+$5.2M
29,292
减持
EA
ELECTRONIC ARTS INC
-$5.1M
1,534
-96%
建仓
APA
APA CORPORATION
+$5.1M
240,726
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$5.1M
38,745
增持
LDOS
LEIDOS HOLDINGS INC
+$5.0M
38,771
+2418%
建仓
WDAY
WORKDAY INC
+$5.0M
21,296
减持
UNH
UNITEDHEALTH GROUP INC
-$5.0M
14,283
-42%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$5.0M
788,276
+21%
建仓
MU
MICRON TECHNOLOGY INC
+$4.9M
55,951
建仓
ADSK
AUTODESK INC
+$4.9M
18,541
减持
FAST
FASTENAL CO
-$4.8M
8,906
-88%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.8M
970,373
+10%
减持
QCOM
QUALCOMM INC
-$4.7M
3,887
-89%
增持
AAPL
APPLE INC
-$4.7M
168,915
+0%
清仓
HSIC
HENRY SCHEIN INC
-$4.6M
0
-100%
减持
ED
CONSOLIDATED EDISON INC
-$4.6M
3,077
-94%
减持
—
EVEREST GROUP LTD
-$4.4M
616
-95%
增持
SCHG
SCHWAB STRATEGIC TR
-$4.3M
2,207,231
+3%
增持
IT
GARTNER INC
+$4.3M
10,916
+2011%
减持
PSX
PHILLIPS 66
-$4.2M
3,122
-92%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.2M
17,133
-88%
增持
NVDA
NVIDIA CORPORATION
-$3.2M
136,120
+2%
减持
GOOGL
ALPHABET INC
-$2.9M
64,542
-5%
减持
AMZN
AMAZON COM INC
-$2.9M
96,441
-0%
减持
SMMD
ISHARES TR
-$2.9M
132,441
-19%
增持
HODL
VANECK BITCOIN ETF
+$2.8M
581,061
+473%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
49,985
+24%
增持
PYLD
PIMCO ETF TR
+$2.2M
998,502
+7%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.1M
102,045
+96%
减持
NTAP
NETAPP INC
-$2.1M
48,202
-11%
减持
WMT
WALMART INC
-$2.0M
89,517
-18%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.6M
62,311
增持
VICI
VICI PPTYS INC
+$1.5M
189,096
+19%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.5M
50,248
+23%
增持
PJFG
PGIM ETF TR
-$1.5M
704,041
+9%
减持
AGG
ISHARES TR
-$1.5M
214,048
-8%
增持
TSLA
TESLA INC
-$1.5M
13,253
+9%
清仓
VEEV
VEEVA SYS INC
-$1.5M
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
36,319
增持
EMB
ISHARES TR
+$1.2M
81,172
+18%
增持
CNC
CENTENE CORP DEL
+$1.2M
86,657
+30%
增持
UFEB
INNOVATOR ETFS TRUST
+$1.2M
46,426
+404%
增持
VUG
VANGUARD INDEX FDS
-$1.2M
33,812
+1%
减持
FFIV
F5 INC
-$1.1M
21,675
-21%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
4,163
-30%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.0M
25,056
+204%
增持
AVMC
AMERICAN CENTY ETF TR
+$1.0M
211,586
+14%
增持
—
INTERPUBLIC GROUP COS INC
+$969.9K
197,251
+26%
增持
SGOV
ISHARES TR
+$949.3K
17,063
+123%
减持
V
VISA INC
+$920.9K
29,923
-1%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$890.5K
402,626
+13%
增持
—
CHUBB LIMITED
+$863.0K
21,571
+5%
建仓
USSH
WISDOMTREE TR
+$790.8K
15,636
增持
EOCT
INNOVATOR ETFS TRUST
+$778.9K
45,160
+176%
清仓
—
SILA REALTY TRUST INC
-$754.9K
0
-100%
增持
IJUN
INNOVATOR ETFS TRUST
+$729.5K
41,855
+201%
减持
ADBE
ADOBE INC
-$726.4K
979
-60%
清仓
ZTS
ZOETIS INC
-$723.3K
0
-100%
清仓
CPSD
CALAMOS ETF TR
-$691.4K
0
-100%
增持
CDW
CDW CORP
+$684.2K
29,023
+27%
减持
DFAC
DIMENSIONAL ETF TRUST
-$647.9K
184,465
-5%
清仓
AMTM
AMENTUM HOLDINGS INC
-$634.2K
0
-100%
增持
AVGO
BROADCOM INC
-$630.8K
10,373
+2%
建仓
IGSB
ISHARES TR
+$613.6K
11,717
增持
VOO
VANGUARD INDEX FDS
-$610.4K
28,373
+1%
增持
MGK
VANGUARD WORLD FD
+$599.9K
5,760
+68%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$597.4K
4,002
+68%
增持
L
LOEWS CORP
+$573.8K
67,353
+2%
增持
AVSC
AMERICAN CENTY ETF TR
+$508.9K
257,973
+17%
增持
UDEC
INNOVATOR ETFS TRUST
+$507.2K
94,689
+21%
增持
GOOG
ALPHABET INC
-$490.7K
15,139
+1%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$479.0K
13,128
减持
—
INVESCO EXCH TRD SLF IDX FD
-$478.2K
201,326
-10%
减持
TECH
BIO-TECHNE CORP
-$461.6K
24,103
-7%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$458.5K
1,907
+94%
减持
COST
COSTCO WHSL CORP NEW
-$456.1K
14,455
-6%
减持
HNDL
STRATEGY SHS
-$440.3K
107,792
-15%
增持
MMM
3M CO
+$438.6K
11,299
+19%
减持
UJUN
INNOVATOR ETFS TRUST
-$425.3K
205,481
-4%
增持
OPRT
OPORTUN FINL CORP
+$408.1K
196,543
+14%
减持
UAPR
INNOVATOR ETFS TRUST
-$403.0K
107,850
-8%
减持
FICO
FAIR ISAAC CORP
-$396.2K
2,645
-0%
清仓
INSP
INSPIRE MED SYS INC
-$390.4K
0
-100%
增持
EFG
ISHARES TR
+$378.1K
28,085
+12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$378.0K
32,759
-7%
增持
LMT
LOCKHEED MARTIN CORP
-$372.6K
17,269
+4%
增持
SSO
PROSHARES TR
+$367.1K
10,765
+90%
建仓
BNDI
NEOS ETF TRUST
+$365.9K
7,768
增持
IWY
ISHARES TR
-$365.5K
23,050
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$357.1K
26,697
+7%
减持
LLY
ELI LILLY & CO
+$351.9K
6,543
-0%
减持
HIG
HARTFORD INSURANCE GROUP INC
+$345.5K
52,440
-7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$341.1K
123,684
+14%
减持
HD
HOME DEPOT INC
-$339.8K
14,024
-0%
增持
HYD
VANECK ETF TRUST
+$338.1K
11,465
+139%
减持
IRT
INDEPENDENCE RLTY TR INC
+$333.2K
290,563
-1%
建仓
KDEC
INNOVATOR ETFS TRUST
+$331.7K
14,479
减持
VB
VANGUARD INDEX FDS
-$322.7K
7,391
-9%
建仓
IMAR
INNOVATOR ETFS TRUST
+$316.0K
11,946
减持
HCRB
HARTFORD FDS EXCHANGE TRADED
-$315.6K
14,892
-39%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$313.4K
17,921
-14%
增持
GSST
GOLDMAN SACHS ETF TR
+$312.0K
24,690
+32%
减持
ABBV
ABBVIE INC
+$311.2K
14,134
-5%
建仓
IJH
ISHARES TR
+$309.0K
5,296
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$301.0K
71,494
+6%
减持
TJX
TJX COS INC NEW
-$297.9K
48,050
-6%
减持
MA
MASTERCARD INCORPORATED
+$296.3K
19,532
-1%
增持
FISV
FISERV INC
+$288.9K
18,040
+0%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$288.4K
26,391
+78%
清仓
KOMP
SPDR SER TR
-$284.8K
0
-100%
减持
MRK
MERCK & CO INC
-$279.9K
10,400
-15%
清仓
SQ
BLOCK INC
-$271.5K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$268.5K
0
-100%
清仓
MET
METLIFE INC
-$264.2K
0
-100%
