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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 85
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$7.8M
163,540
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$6.0M
2,267,841
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.8M
2,363,403
+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
CHRW
C H ROBINSON WORLDWIDE INC
+$5.5M
156,272
-2%
增持
PJFG
PGIM ETF TR
+$5.4M
724,408
+1%
清仓
CNC
CENTENE CORP DEL
-$4.8M
0
-100%
清仓
IT
GARTNER INC
-$4.6M
0
-100%
减持
GOOGL
ALPHABET INC
+$4.3M
65,581
-0%
建仓
GEW
EA SERIES TRUST
+$4.2M
84,265
减持
NVDA
NVIDIA CORPORATION
+$3.5M
129,750
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.3M
3,057,211
+1%
增持
QCOM
QUALCOMM INC
+$3.2M
22,617
+567%
建仓
GMUB
GOLDMAN SACHS ETF TR
+$3.2M
62,440
建仓
HSIC
HENRY SCHEIN INC
+$3.0M
44,919
减持
MU
MICRON TECHNOLOGY INC
+$2.5M
56,725
-0%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$2.5M
115,495
+2%
建仓
RISR
TIDAL TRUST I
+$2.2M
60,438
增持
VUG
VANGUARD INDEX FDS
+$2.1M
35,875
+4%
增持
MGK
VANGUARD WORLD FD
+$2.0M
10,473
+74%
增持
ABBV
ABBVIE INC
+$2.0M
20,025
+41%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.0M
692,205
+1%
增持
HODL
VANECK BITCOIN ETF
+$1.9M
644,296
+4%
减持
—
TE CONNECTIVITY PLC
+$1.8M
37,139
-2%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.7M
1,285,301
+1%
增持
FEOE
RBB FUND TRUST
+$1.7M
326,016
+3%
建仓
DBL
DOUBLELINE OPPORTUNISTIC CR
+$1.6M
105,468
增持
AVSC
AMERICAN CENTY ETF TR
+$1.6M
270,340
+1%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
200,919
+2%
减持
JNJ
JOHNSON & JOHNSON
+$1.6M
49,781
-0%
增持
UJUL
INNOVATOR ETFS TRUST
+$1.6M
59,069
+234%
增持
APA
APA CORPORATION
+$1.6M
255,475
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
1,011,741
+2%
减持
TSLA
TESLA INC
+$1.5M
12,865
-3%
增持
QQQ
INVESCO QQQ TR
+$1.5M
21,994
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
621,650
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
81,273
+3%
增持
FTNT
FORTINET INC
-$1.2M
58,524
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
38,163
+17%
减持
LDOS
LEIDOS HOLDINGS INC
+$1.2M
39,077
-1%
增持
FESM
FIDELITY COVINGTON TRUST
+$1.2M
210,093
+3%
减持
VOO
VANGUARD INDEX FDS
+$1.2M
29,150
-1%
减持
DLN
WISDOMTREE TR
-$1.1M
19,972
-42%
增持
SMMD
ISHARES TR
+$1.1M
142,498
+3%
增持
GOOG
ALPHABET INC
+$1.0M
15,067
+2%
增持
TJX
TJX COS INC NEW
+$1.0M
48,442
+0%
减持
COST
COSTCO WHSL CORP NEW
-$956.1K
14,330
-0%
建仓
POCT
INNOVATOR ETFS TRUST
+$921.3K
21,377
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$880.8K
14,757
+2%
增持
AVMC
AMERICAN CENTY ETF TR
+$866.9K
220,886
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$843.8K
156,339
+13%
增持
FE
FIRSTENERGY CORP
+$838.3K
144,285
+1%
增持
GSST
GOLDMAN SACHS ETF TR
+$833.0K
45,005
+57%
减持
FISV
FISERV INC
-$820.8K
18,211
-1%
减持
MSFT
MICROSOFT CORP
+$820.7K
40,537
-0%
增持
J
JACOBS SOLUTIONS INC
+$813.4K
41,098
+1%
增持
GDDY
GODADDY INC
-$785.7K
24,231
+6%
减持
FICO
FAIR ISAAC CORP
-$780.7K
2,339
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$768.9K
27,151
+98%
增持
SCHF
SCHWAB STRATEGIC TR
+$739.6K
254,866
+8%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$717.7K
845,583
+1%
减持
IRT
INDEPENDENCE RLTY TR INC
-$717.5K
259,010
-8%
增持
—
INTERPUBLIC GROUP COS INC
+$717.4K
202,617
+0%
增持
PYLD
PIMCO ETF TR
+$707.2K
1,027,185
+1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$701.3K
73,980
+2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$688.7K
845,445
+1%
增持
ABT
ABBOTT LABS
+$685.8K
13,094
+67%
增持
LMT
LOCKHEED MARTIN CORP
+$666.1K
17,472
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$649.4K
62,780
-19%
增持
CMCSA
COMCAST CORP NEW
-$643.6K
158,569
+1%
增持
AVGO
BROADCOM INC
+$624.2K
10,483
+2%
增持
—
EATON CORP PLC
+$618.1K
2,761
+137%
增持
IAU
ISHARES GOLD TR
+$599.9K
13,329
+125%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$597.1K
150,203
-16%
减持
L
LOEWS CORP
+$593.0K
67,953
-0%
减持
V
VISA INC
-$583.9K
28,453
-2%
增持
XEL
XCEL ENERGY INC
+$571.5K
37,862
+4%
减持
FFIV
F5 INC
+$564.3K
21,607
-1%
增持
EFG
ISHARES TR
+$559.6K
36,397
+14%
建仓
XOP
SPDR SERIES TRUST
+$552.1K
4,176
增持
IJUL
INNOVATOR ETFS TRUST
+$546.9K
210,985
+6%
增持
CDW
CDW CORP
-$539.6K
29,846
+1%
减持
IWY
ISHARES TR
+$538.6K
21,719
-1%
减持
UOCT
INNOVATOR ETFS TRUST
-$520.4K
13,337
-53%
增持
NPFI
NUSHARES ETF TR
+$506.8K
518,856
+2%
减持
HD
HOME DEPOT INC
+$502.6K
13,663
-0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$494.9K
37,225
+30%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$487.9K
39,522
+0%
增持
USSH
WISDOMTREE TR
+$479.8K
29,572
+47%
增持
ALL
ALLSTATE CORP
+$479.1K
32,114
+1%
减持
WMT
WALMART INC
+$464.4K
89,203
-0%
增持
BOND
PIMCO ETF TR
+$454.7K
19,997
+31%
增持
ORCL
ORACLE CORP
+$454.4K
7,046
+1%
建仓
VUSB
VANGUARD BD INDEX FDS
+$454.1K
9,083
增持
IVV
ISHARES TR
+$449.5K
3,302
+16%
减持
DFAC
DIMENSIONAL ETF TRUST
+$448.3K
186,447
-1%
增持
EXPD
EXPEDITORS INTL WASH INC
+$448.2K
50,862
+0%
建仓
EFA
ISHARES TR
+$439.7K
4,709
增持
XLU
SELECT SECTOR SPDR TR
+$438.4K
54,284
+3%
增持
SLV
ISHARES SILVER TR
+$434.6K
19,324
+65%
增持
SUB
ISHARES TR
+$431.5K
8,977
+81%
增持
PEP
PEPSICO INC
+$430.2K
44,773
+1%
增持
AGG
ISHARES TR
+$428.3K
216,341
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$426.3K
4,093
-1%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$422.9K
69,188
+7%
增持
IGSB
ISHARES TR
+$408.9K
20,432
+60%
增持
APP
APPLOVIN CORP
+$404.1K
1,016
+9%
减持
INTU
INTUIT
-$385.1K
3,381
-1%
增持
FAST
FASTENAL CO
+$383.3K
21,126
+36%
减持
VTI
VANGUARD INDEX FDS
+$377.0K
18,228
-1%
增持
GLD
SPDR GOLD TR
+$372.7K
3,802
+18%
增持
AVY
AVERY DENNISON CORP
-$372.7K
29,944
+0%
减持
UAUG
INNOVATOR ETFS TRUST
-$371.2K
58,145
-18%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$369.0K
84,574
+18%
增持
DFUS
DIMENSIONAL ETF TRUST
+$368.7K
40,472
+6%
减持
NFLX
NETFLIX INC
-$365.6K
1,786
-5%
减持
DCI
DONALDSON INC
+$360.9K
30,525
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$336.0K
34,105
-1%
增持
IWM
ISHARES TR
+$335.5K
2,496
+101%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$333.8K
4,580
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$325.9K
12,373
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$324.8K
8,568
+4%
减持
GIS
GENERAL MLS INC
-$324.8K
17,903
-24%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$321.5K
4,436
-2%
增持
EMB
ISHARES TR
+$320.9K
87,095
+1%
增持
EJUL
INNOVATOR ETFS TRUST
+$305.8K
136,135
+4%
减持
HIG
HARTFORD INSURANCE GROUP INC
+$300.1K
52,085
-1%
减持
—
ISHARES TR
-$298.4K
52,234
-20%
增持
COR
CENCORA INC
+$296.8K
23,070
+0%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$294.5K
2,432
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$287.6K
114,725
-0%
增持
EOG
EOG RES INC
-$282.4K
44,918
+1%
清仓
USMV
ISHARES TR
-$274.4K
0
-100%
增持
USEP
INNOVATOR ETFS TRUST
+$273.4K
33,174
+21%
建仓
BNOV
INNOVATOR ETFS TRUST
+$271.1K
6,233
建仓
DGRO
ISHARES TR
+$267.1K
3,923
建仓
QYLD
GLOBAL X FDS
+$265.5K
15,609
增持
META
META PLATFORMS INC
+$262.6K
5,521
+7%
增持
DFAW
DIMENSIONAL ETF TRUST
+$262.0K
36,728
+4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$260.8K
428
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$256.9K
3,910
+17%
建仓
FNDE
SCHWAB STRATEGIC TR
+$250.4K
6,924
建仓
EMXC
ISHARES INC
+$245.1K
3,630
建仓
SHOP
SHOPIFY INC
+$239.0K
1,608
建仓
APH
AMPHENOL CORP NEW
+$238.4K
1,927
清仓
JBHT
HUNT J B TRANS SVCS INC
-$237.9K
0
-100%
减持
UAPR
INNOVATOR ETFS TRUST
-$233.2K
96,101
-9%
增持
NWSA
NEWS CORP NEW
+$232.3K
208,794
+0%
建仓
WAB
WABTEC
+$224.3K
1,119
减持
CAT
CATERPILLAR INC
+$222.0K
3,135
-4%
建仓
URA
GLOBAL X FDS
+$220.5K
4,626
