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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 87
减持 38
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
PJFG
PGIM ETF TR
+$14.7M
717,078
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.1M
2,271,714
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$6.6M
2,308,056
+2%
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
NVDA
NVIDIA CORPORATION
+$6.0M
131,142
-4%
增持
HODL
VANECK BITCOIN ETF
+$5.4M
621,856
+7%
减持
MSFT
MICROSOFT CORP
+$4.7M
40,561
-1%
建仓
GDDY
GODADDY INC
+$4.1M
22,777
减持
NTAP
NETAPP INC
-$3.9M
2,881
-94%
减持
AAPL
APPLE INC
-$3.7M
164,925
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.7M
612,156
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.6M
686,092
+3%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
34,454
+2%
减持
AMZN
AMAZON COM INC
+$2.5M
94,815
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
16,125
+13%
增持
MU
MICRON TECHNOLOGY INC
+$2.2M
56,925
+2%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
29,387
+4%
增持
QQQ
INVESCO QQQ TR
+$2.0M
21,253
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.9M
196,322
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
18,442
+33%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
3,025,413
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
26,813
+0%
增持
GOOGL
ALPHABET INC
+$1.6M
65,863
+2%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.6M
834,880
+6%
减持
PEP
PEPSICO INC
-$1.6M
44,364
-10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.5M
138,221
+35%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
32,513
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.4M
839,614
+4%
增持
AVMC
AMERICAN CENTY ETF TR
+$1.4M
219,107
+4%
增持
AVSC
AMERICAN CENTY ETF TR
+$1.3M
268,275
+4%
减持
IRT
INDEPENDENCE RLTY TR INC
-$1.2M
280,537
-3%
增持
FEOE
RBB FUND TRUST
+$1.2M
316,989
+2%
增持
SMMD
ISHARES TR
+$1.1M
138,848
+5%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.1M
158,787
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.1M
991,200
+2%
增持
UJUN
INNOVATOR ETFS TRUST
+$1.1M
222,471
+8%
减持
AVGO
BROADCOM INC
+$1.1M
10,283
-1%
增持
—
TE CONNECTIVITY PLC
+$1.1M
37,849
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
4,786
+20%
增持
ADSK
AUTODESK INC
+$1.0M
18,982
+2%
增持
LDOS
LEIDOS HOLDINGS INC
+$970.8K
39,316
+1%
减持
DHR
DANAHER CORPORATION
-$955.6K
1,344
-77%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$946.2K
1,266,953
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$924.3K
29,560
+172%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$910.6K
39,463
+2%
增持
META
META PLATFORMS INC
+$910.1K
5,137
+3%
减持
WMT
WALMART INC
+$870.2K
89,271
-0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$841.9K
35,440
+41%
增持
FISV
FISERV INC
-$815.0K
18,379
+2%
增持
GIS
GENERAL MLS INC
+$810.5K
23,691
+240%
增持
EFG
ISHARES TR
+$776.8K
32,012
+14%
减持
TSLA
TESLA INC
+$774.6K
13,251
-0%
减持
NFLX
NETFLIX INC
+$754.7K
1,872
-0%
增持
LNC
LINCOLN NATL CORP IND
+$751.7K
29,283
+302%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$719.8K
14,450
增持
CION
CION INVT CORP
+$711.5K
487,404
+28%
减持
JNJ
JOHNSON & JOHNSON
-$671.4K
49,873
-0%
减持
BA
BOEING CO
+$667.8K
17,220
-0%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$658.0K
24,655
增持
DFAC
DIMENSIONAL ETF TRUST
+$657.5K
188,141
+2%
增持
FFIV
F5 INC
+$647.4K
21,809
+1%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
-$645.0K
113,019
+2%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$642.2K
23,482
+79%
增持
CDW
CDW CORP
+$642.2K
29,640
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$635.6K
77,375
+4%
增持
EMB
ISHARES TR
+$616.3K
86,048
+6%
增持
FESM
FIDELITY COVINGTON TRUST
+$609.2K
203,663
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$601.4K
235,006
+1%
增持
FTNT
FORTINET INC
+$598.1K
57,798
+1%
减持
FICO
FAIR ISAAC CORP
-$596.7K
2,342
-11%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$592.3K
75,710
-20%
增持
KAPR
INNOVATOR ETFS TRUST
+$590.2K
27,934
+174%
增持
NWSA
NEWS CORP NEW
+$589.3K
207,931
+1%
清仓
HYD
VANECK ETF TRUST
-$586.8K
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$564.0K
34,592
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$560.0K
4,514
-6%
减持
INTU
INTUIT
+$555.8K
3,421
-2%
增持
PYLD
PIMCO ETF TR
+$551.9K
1,012,151
+1%
减持
COST
COSTCO WHSL CORP NEW
+$549.3K
14,365
-1%
增持
ELV
ELEVANCE HEALTH INC
-$548.2K
14,523
+2%
减持
IWY
ISHARES TR
+$542.6K
21,925
-5%
减持
ORCL
ORACLE CORP
+$540.6K
6,985
-1%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$537.3K
425,217
+6%
增持
COR
CENCORA INC
+$533.2K
23,056
+0%
增持
J
JACOBS SOLUTIONS INC
+$531.3K
40,667
+2%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$529.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$516.2K
12,338
-1%
增持
IJUN
INNOVATOR ETFS TRUST
+$505.2K
56,838
+36%
增持
DFAS
DIMENSIONAL ETF TRUST
+$502.3K
31,839
+25%
增持
CNC
CENTENE CORP DEL
-$460.0K
88,447
+2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$458.6K
179,148
-11%
增持
NPFI
NUSHARES ETF TR
+$458.4K
508,168
+2%
增持
UFEB
INNOVATOR ETFS TRUST
+$457.4K
57,159
+23%
增持
APA
APA CORPORATION
-$447.6K
252,186
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$429.6K
13,243
-40%
增持
MGK
VANGUARD WORLD FD
+$423.7K
6,016
+4%
增持
—
INTERPUBLIC GROUP COS INC
-$419.7K
201,700
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$376.7K
68,075
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$367.6K
8,254
-1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$364.0K
28,986
+33%
减持
—
ROYAL CARIBBEAN GROUP
+$352.0K
3,272
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$341.8K
17,395
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$335.4K
15,029
-7%
清仓
KDEC
INNOVATOR ETFS TRUST
-$331.7K
0
-100%
增持
ABBV
ABBVIE INC
-$328.0K
14,187
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$327.7K
38,243
+3%
建仓
COF
CAPITAL ONE FINL CORP
+$322.1K
1,514
增持
VTV
VANGUARD INDEX FDS
+$319.5K
78,932
+0%
清仓
KOCT
INNOVATOR ETFS TRUST
-$310.3K
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$305.0K
64,860
+2%
增持
WFC
WELLS FARGO CO NEW
+$303.7K
14,901
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$303.1K
13,744
+64%
增持
COIN
COINBASE GLOBAL INC
+$302.4K
1,648
+3%
建仓
BTCI
NEOS ETF TRUST
+$301.2K
5,046
清仓
BDX
BECTON DICKINSON & CO
-$298.0K
0
-100%
建仓
—
TIDAL TR II
+$286.7K
12,934
增持
CEG
CONSTELLATION ENERGY CORP
+$281.9K
2,244
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$277.3K
52,605
+3%
建仓
NLR
VANECK ETF TRUST
+$276.9K
2,491
减持
EJUL
INNOVATOR ETFS TRUST
+$274.3K
131,279
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$273.6K
4,174
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$270.1K
7,752
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$268.9K
54,596
+7%
减持
TECH
BIO-TECHNE CORP
-$268.6K
22,247
-8%
清仓
PRU
PRUDENTIAL FINL INC
-$267.7K
0
-100%
增持
WDAY
WORKDAY INC
+$263.5K
21,820
+2%
减持
GOOG
ALPHABET INC
+$256.9K
14,781
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
-$255.4K
50,652
+1%
增持
VV
VANGUARD INDEX FDS
+$254.7K
6,227
+5%
清仓
—
KELLANOVA
-$254.0K
0
-100%
增持
GEV
GE VERNOVA INC
+$252.2K
989
+11%
建仓
—
SPOTIFY TECHNOLOGY S A
+$250.9K
327
减持
VGT
VANGUARD WORLD FD
+$248.3K
2,099
-0%
减持
TLT
ISHARES TR
-$244.0K
5,377
-32%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$241.4K
71,444
+15%
减持
MRK
MERCK & CO INC
-$240.5K
8,755
-16%
清仓
REGN
REGENERON PHARMACEUTICALS
-$239.1K
0
-100%
增持
—
CHUBB LIMITED
-$236.9K
21,667
+0%
清仓
TRGP
TARGA RES CORP
-$236.6K
0
-100%
清仓
KR
KROGER CO
-$235.6K
0
-100%
增持
USSH
WISDOMTREE TR
+$230.9K
20,164
+29%
增持
SSO
PROSHARES TR
+$227.2K
11,444
+6%
建仓
SCHC
SCHWAB STRATEGIC TR
+$225.8K
5,302
减持
PH
PARKER-HANNIFIN CORP
+$225.2K
2,491
-0%
清仓
—
EVEREST GROUP LTD
-$223.8K
0
-100%
建仓
DGS
WISDOMTREE TR
+$223.1K
4,038
清仓
EA
ELECTRONIC ARTS INC
-$221.7K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$221.5K
2,276
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$220.7K
7,581
建仓
SCZ
ISHARES TR
+$220.3K
3,031
减持
RPG
INVESCO EXCHANGE TRADED FD T
+$216.0K
31,933
-2%
