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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 26
增持 71
减持 46
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MU
MICRON TECHNOLOGY INC
+$5.9M
53,843
-5%
清仓
—
INTERPUBLIC GROUP COS INC
-$5.7M
0
-100%
建仓
OMC
OMNICOM GROUP INC
+$5.6M
68,906
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
AKRE
PROFESIONALLY MANAGED PORTFO
+$4.2M
63,639
减持
GOOGL
ALPHABET INC
+$4.1M
63,963
-2%
增持
HODL
VANECK BITCOIN ETF
-$4.0M
681,155
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.1M
0
-100%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$3.0M
114,950
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
3,152,856
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
2,295,428
+1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$2.5M
144,260
-8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.4M
1,331,163
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.4M
1,054,929
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.2M
650,447
+5%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$2.0M
38,619
减持
AAPL
APPLE INC
+$2.0M
160,667
-2%
减持
LLY
ELI LILLY & CO
+$1.9M
6,568
-3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.9M
201,212
+29%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.6M
896,483
+6%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
883,223
+4%
减持
MSFT
MICROSOFT CORP
-$1.6M
40,088
-1%
增持
FFIV
F5 INC
-$1.4M
21,828
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$1.3M
50,842
-0%
增持
QQQ
INVESCO QQQ TR
+$1.2M
23,503
+7%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.2M
74,619
+1%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
FISV
FISERV INC
-$1.2M
16,818
-8%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
59,726
-21%
减持
ABBV
ABBVIE INC
-$1.2M
15,097
-25%
增持
GOOG
ALPHABET INC
+$1.2M
15,460
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
706,343
+2%
增持
GSST
GOLDMAN SACHS ETF TR
+$1.2M
68,380
+52%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.2M
77,311
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
12,264
-18%
减持
LMT
LOCKHEED MARTIN CORP
-$1.0M
15,869
-9%
增持
AVSC
AMERICAN CENTY ETF TR
+$1.0M
280,762
+4%
减持
JNJ
JOHNSON & JOHNSON
+$1.0M
49,472
-1%
减持
ABT
ABBOTT LABS
-$981.3K
6,165
-53%
减持
HD
HOME DEPOT INC
-$958.7K
13,302
-3%
减持
COST
COSTCO WHSL CORP NEW
-$940.7K
14,291
-0%
增持
NWSA
NEWS CORP NEW
-$930.1K
209,875
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$923.2K
39,469
+3%
增持
RISR
TIDAL TRUST I
+$918.2K
85,413
+41%
增持
AVMC
AMERICAN CENTY ETF TR
+$894.5K
230,239
+4%
建仓
USEW
EA SERIES TRUST
+$892.7K
17,588
增持
VTV
VANGUARD INDEX FDS
+$890.5K
84,021
+3%
减持
VICI
VICI PPTYS INC
-$886.2K
188,671
-1%
增持
T
AT&T INC
-$883.4K
278,320
+1%
建仓
UNOV
INNOVATOR ETFS TRUST
+$838.7K
22,040
增持
WMT
WALMART INC
+$827.3K
89,943
+1%
增持
UOCT
INNOVATOR ETFS TRUST
+$819.4K
34,116
+156%
增持
FEOE
RBB FUND TRUST
+$784.4K
327,163
+0%
增持
PYLD
PIMCO ETF TR
+$780.1K
1,062,583
+3%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$776.4K
39,870
+1%
减持
AMZN
AMAZON COM INC
+$769.3K
93,152
-1%
减持
CDW
CDW CORP
-$764.9K
29,287
-2%
清仓
UNP
UNION PAC CORP
-$762.6K
0
-100%
增持
DFLV
DIMENSIONAL ETF TRUST
+$750.0K
51,676
+67%
建仓
REMX
VANECK ETF TRUST
+$731.9K
9,902
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$715.4K
50,290
+107%
增持
USSH
WISDOMTREE TR
+$694.9K
43,211
+46%
增持
—
CHUBB LIMITED
+$688.9K
21,978
+1%
减持
GILD
GILEAD SCIENCES INC
+$671.3K
61,162
-1%
增持
J
JACOBS SOLUTIONS INC
-$667.9K
41,455
+1%
增持
MGK
VANGUARD WORLD FD
+$658.3K
11,805
+13%
减持
SCHX
SCHWAB STRATEGIC TR
+$656.8K
2,337,749
-1%
增持
IGSB
ISHARES TR
+$655.7K
32,889
+61%
增持
EMB
ISHARES TR
+$626.4K
92,615
+6%
增持
HSIC
HENRY SCHEIN INC
+$625.4K
47,720
+6%
增持
GE
GE AEROSPACE
+$622.7K
5,195
+60%
增持
WDAY
WORKDAY INC
-$550.5K
22,143
+0%
减持
AVY
AVERY DENNISON CORP
+$541.6K
29,677
-1%
增持
ORCL
ORACLE CORP
-$530.4K
7,446
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$526.5K
202,772
+1%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$488.3K
2,375
减持
ISRG
INTUITIVE SURGICAL INC
+$476.3K
4,073
-0%
减持
EOG
EOG RES INC
-$476.0K
43,426
-3%
增持
VUG
VANGUARD INDEX FDS
+$474.6K
36,241
+1%
减持
COR
CENCORA INC
+$466.5K
22,729
-1%
增持
NFLX
NETFLIX INC
-$451.3K
18,027
+909%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$449.3K
455,416
+6%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$447.7K
11,925
-15%
增持
USFR
WISDOMTREE TR
+$445.7K
28,907
+44%
减持
PJFG
PGIM ETF TR
+$443.7K
722,528
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$442.9K
45,499
+12%
建仓
WDC
WESTERN DIGITAL CORP
+$437.4K
2,539
增持
DFAC
DIMENSIONAL ETF TRUST
+$421.1K
192,279
+3%
增持
IAU
ISHARES GOLD TR
+$413.1K
17,039
+28%
增持
SGOV
ISHARES TR
+$406.5K
22,869
+22%
建仓
UTES
ETFIS SER TR I
+$402.4K
5,097
减持
LDOS
LEIDOS HOLDINGS INC
-$397.7K
38,727
-1%
增持
IOCT
INNOVATOR ETFS TRUST
+$393.8K
54,146
+24%
减持
TJX
TJX COS INC NEW
+$393.5K
48,143
-1%
增持
ADSK
AUTODESK INC
-$391.9K
19,253
+0%
减持
KRE
SPDR SERIES TRUST
-$388.0K
10,282
-38%
减持
XEL
XCEL ENERGY INC
-$376.7K
36,242
-4%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$369.5K
5,564
+129%
增持
DFAU
DIMENSIONAL ETF TRUST
+$368.1K
44,264
+19%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$358.1K
4,772
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$353.4K
11,883
+143%
增持
DFAW
DIMENSIONAL ETF TRUST
+$352.9K
40,446
+10%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$351.4K
18,659
增持
PH
PARKER-HANNIFIN CORP
+$348.9K
2,544
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$346.7K
4,312
-3%
建仓
AIQ
GLOBAL X FDS
+$345.4K
6,792
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$338.7K
97,535
+15%
增持
QCOM
QUALCOMM INC
+$328.7K
23,919
+6%
减持
FTNT
FORTINET INC
-$327.6K
57,840
-1%
建仓
IVE
ISHARES TR
+$318.3K
1,501
减持
CHD
CHURCH & DWIGHT CO INC
-$317.4K
31,858
-7%
建仓
INOV
INNOVATOR ETFS TRUST
+$314.3K
9,100
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$314.3K
14,499
-2%
增持
NPFI
NUSHARES ETF TR
+$314.0K
536,784
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$311.2K
120,492
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$306.7K
6,200
+27%
减持
L
LOEWS CORP
+$306.4K
67,688
-0%
建仓
SPYV
SPDR SERIES TRUST
+$304.5K
5,360
减持
UJUN
INNOVATOR ETFS TRUST
-$300.4K
204,545
-6%
建仓
VTIP
VANGUARD MALVERN FDS
+$299.1K
6,047
减持
—
ROYAL CARIBBEAN GROUP
-$297.5K
2,278
-21%
增持
URA
GLOBAL X FDS
+$295.8K
12,083
+161%
建仓
STIP
ISHARES TR
+$294.3K
2,874
减持
PG
PROCTER AND GAMBLE CO
-$293.4K
7,961
-15%
建仓
C
CITIGROUP INC
+$290.0K
2,485
减持
CAT
CATERPILLAR INC
+$278.9K
3,098
-1%
减持
CMCSA
COMCAST CORP NEW
-$275.2K
157,480
-1%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$273.5K
24,870
+2%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$272.0K
8,771
+120%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$269.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$262.1K
4,479
+4%
增持
GLD
SPDR GOLD TR
+$261.9K
4,071
+7%
减持
GIS
GENERAL MLS INC
-$260.8K
13,802
-23%
增持
EFG
ISHARES TR
+$260.4K
38,670
+6%
增持
XLU
SELECT SECTOR SPDR TR
+$259.1K
116,964
+115%
增持
DFAX
DIMENSIONAL ETF TRUST
+$257.9K
59,772
+10%
建仓
LUV
SOUTHWEST AIRLS CO
+$255.3K
6,176
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$252.4K
15,592
+89%
清仓
KMB
KIMBERLY-CLARK CORP
-$251.8K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$245.4K
2,773
减持
TSLA
TESLA INC
-$244.2K
12,179
-5%
建仓
XLF
SELECT SECTOR SPDR TR
+$234.3K
4,279
建仓
REGN
REGENERON PHARMACEUTICALS
+$232.4K
301
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$229.4K
833
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$229.4K
3,827
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$227.5K
4,958
+8%
清仓
—
SPOTIFY TECHNOLOGY S A
-$226.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$224.6K
24,451
-1%
建仓
GDX
VANECK ETF TRUST
+$223.2K
2,603
减持
TECH
BIO-TECHNE CORP
-$222.4K
17,262
-22%
增持
GDDY
GODADDY INC
-$219.7K
24,950
+3%
