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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 50
减持 70
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$65.0M
189,350
+422%
建仓
RAAX
VANECK ETF TRUST
+$33.0M
809,945
增持
BOND
PIMCO ETF TR
+$20.3M
240,823
+1043%
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
AGG
ISHARES TR
-$19.2M
24,420
-89%
减持
MU
MICRON TECHNOLOGY INC
-$14.2M
3,559
-93%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$13.2M
785,931
增持
PJFG
PGIM ETF TR
-$9.9M
723,205
+0%
增持
VLO
VALERO ENERGY CORP
+$8.8M
39,715
+558%
建仓
KR
KROGER CO
+$7.2M
99,961
减持
AVSC
AMERICAN CENTY ETF TR
-$7.0M
153,015
-46%
减持
L
LOEWS CORP
-$6.8M
3,128
-95%
减持
APA
APA CORPORATION
-$5.9M
6,813
-97%
增持
ECL
ECOLAB INC
+$5.7M
23,702
+871%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$5.7M
1,443,755
+8%
建仓
DDOG
DATADOG INC
+$5.6M
47,494
清仓
OMC
OMNICOM GROUP INC
-$5.6M
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$5.6M
28,137
增持
ABT
ABBOTT LABORATORIES
+$5.6M
61,615
+899%
清仓
NWSA
NEWS CORP NEW
-$5.5M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$5.4M
2,995,109
-5%
建仓
AOS
SMITH A O CORP
+$5.4M
81,929
清仓
AVY
AVERY DENNISON CORP
-$5.4M
0
-100%
减持
PEP
PEPSICO INC
-$5.4M
6,150
-86%
增持
CTAS
CINTAS CORP
+$5.3M
33,035
+2270%
减持
J
JACOBS SOLUTIONS INC
-$5.3M
1,774
-96%
建仓
ROL
ROLLINS INC
+$5.1M
96,393
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$5.1M
31,343
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$5.1M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.0M
18,574
+295%
减持
LMT
LOCKHEED MARTIN CORP
-$5.0M
4,505
-72%
减持
GOOGL
ALPHABET INC
-$4.9M
52,663
-18%
清仓
WDAY
WORKDAY INC
-$4.8M
0
-100%
清仓
FTNT
FORTINET INC
-$4.6M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.6M
40,059
-0%
增持
INTU
INTUIT
+$4.5M
15,620
+366%
减持
CMCSA
COMCAST CORP NEW
-$4.4M
9,316
-94%
减持
AMZN
AMAZON COM INC
-$4.3M
82,689
-11%
增持
FESM
FIDELITY COVINGTON TRUST
+$4.1M
314,436
+50%
减持
AAPL
APPLE INC
-$4.0M
156,245
-3%
建仓
EPAM
EPAM SYS INC
+$4.0M
29,689
增持
META
META PLATFORMS INC
+$3.8M
13,563
+127%
减持
DFAE
DIMENSIONAL ETF TRUST
-$3.5M
574,782
-19%
减持
EFG
ISHARES TR
-$3.5M
7,798
-80%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.4M
1,127,689
+7%
减持
DFAI
DIMENSIONAL ETF TRUST
-$3.4M
548,519
-16%
增持
EOG
EOG RES INC
+$3.4M
54,914
+26%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.2M
35,157
-11%
清仓
GDDY
GODADDY INC
-$3.1M
0
-100%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$2.8M
104,402
-9%
增持
HSIC
SCHEIN HENRY INC
+$2.3M
80,790
+69%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.2M
2,366,564
+1%
减持
—
TE CONNECTIVITY PLC
-$2.0M
29,740
-18%
减持
IRT
INDEPENDENCE RLTY TR INC
-$2.0M
142,632
-39%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
127,869
-2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.9M
14,308
+0%
减持
CION
CION INVT CORP
-$1.9M
406,899
-16%
减持
COR
CENCORA INC
-$1.9M
18,525
-18%
增持
PYLD
PIMCO ETF TR
+$1.9M
1,152,892
+8%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.8M
245,435
+22%
增持
CDW
CDW CORP
+$1.7M
47,344
+62%
减持
V
VISA INC
-$1.7M
26,705
-4%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.6M
41,378
-19%
减持
QQQ
INVESCO QQQ TR
-$1.6M
22,288
-5%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.6M
34,857
-10%
减持
MA
MASTERCARD INCORPORATED
-$1.5M
17,840
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.4M
23,410
-4%
增持
QCOM
QUALCOMM INC
+$1.4M
42,922
+79%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.4M
78,030
+5%
减持
EMB
ISHARES TR
-$1.4M
79,989
-14%
增持
AVMC
AMERICAN CENTY ETF TR
+$1.4M
244,192
+6%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.4M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
27,888
-3%
减持
FEOE
RBB FUND TRUST
-$1.3M
287,780
-12%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.2M
56,200
-12%
增持
FFIV
F5 INC
+$1.2M
23,299
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
34,756
+192%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.2M
179,470
-11%
减持
UJUN
INNOVATOR ETFS TRUST
-$1.1M
175,588
-14%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$1.1M
403,943
-11%
增持
UMAR
INNOVATOR ETFS TRUST
+$1.1M
57,907
+88%
减持
LLY
ELI LILLY & CO
-$1.0M
6,540
-0%
减持
T
AT&T INC
+$1.0M
274,390
-1%
减持
GILD
GILEAD SCIENCES INC
-$936.3K
47,146
-23%
减持
—
EXXON MOBIL CORP
+$861.5K
17,503
-0%
增持
NPFI
NUSHARES ETF TR
+$848.5K
578,634
+8%
增持
DFAW
DIMENSIONAL ETF TRUST
+$832.9K
51,845
+28%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$829.9K
42,695
+7%
增持
TSLA
TESLA INC
-$814.7K
12,542
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$794.7K
2,597,718
+13%
减持
UNH
UNITEDHEALTH GROUP INC
-$775.7K
12,094
-1%
增持
VICI
VICI PPTYS INC
+$759.7K
222,002
+18%
清仓
DIVO
AMPLIFY ETF TR
-$684.4K
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$613.5K
875,258
-1%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$558.1K
48,800
-6%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$523.1K
891,872
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$509.8K
46,345
+33%
减持
GOOG
ALPHABET INC
-$468.0K
15,281
-1%
增持
USSH
WISDOMTREE TR
+$467.8K
52,730
+22%
减持
ISRG
INTUITIVE SURGICAL INC
-$452.7K
4,022
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$452.7K
4,162
-3%
清仓
VUSB
VANGUARD BD INDEX FDS
-$452.2K
0
-100%
增持
GMUB
GOLDMAN SACHS ETF TR
+$429.2K
68,042
+15%
减持
AVGO
BROADCOM INC
-$417.0K
9,956
-2%
增持
FNDX
SCHWAB STRATEGIC TR
+$410.6K
62,257
+28%
增持
XLU
SELECT SECTOR SPDR TR
+$405.7K
117,648
+1%
减持
JNJ
JOHNSON & JOHNSON
-$396.5K
40,263
-19%
增持
HODL
VANECK BITCOIN ETF
-$395.6K
858,524
+26%
增持
IWY
ISHARES TR
-$391.9K
22,040
+4%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$390.5K
137,295
-5%
减持
GINN
GOLDMAN SACHS ETF TR
-$389.5K
9,159
-34%
减持
ORCL
ORACLE CORP
-$384.9K
7,249
-3%
增持
SMMD
ISHARES TR
+$380.6K
143,458
+2%
增持
BND
VANGUARD BD INDEX FDS
+$373.4K
65,146
+9%
减持
UAPR
INNOVATOR ETFS TRUST
-$366.7K
75,546
-14%
增持
VTIP
VANGUARD MALVERN FDS
+$365.4K
13,303
+120%
减持
FE
FIRSTENERGY CORP
+$364.3K
135,061
-7%
增持
BSX
BOSTON SCIENTIFIC CORP
-$360.0K
11,216
+1%
增持
IAU
ISHARES GOLD TR
+$358.3K
19,752
+16%
减持
BA
BOEING CO
-$358.2K
16,743
-2%
减持
ABBV
ABBVIE INC
-$355.1K
14,227
-6%
减持
DFAC
DIMENSIONAL ETF TRUST
-$351.6K
186,843
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$339.1K
67,573
+13%
减持
TJX
TJX COS INC NEW
-$337.1K
44,196
-8%
减持
FISV
FISERV INC
-$332.7K
14,282
-15%
减持
CAT
CATERPILLAR INC
+$325.7K
2,965
-4%
减持
APP
APPLOVIN CORP
-$319.0K
834
-14%
减持
UFEB
INNOVATOR ETFS TRUST
-$316.1K
47,570
-14%
清仓
ADBE
ADOBE INC
-$313.2K
0
-100%
增持
REMX
VANECK ETF TRUST
+$311.0K
11,852
+20%
增持
SCHF
SCHWAB STRATEGIC TR
+$302.6K
260,662
+2%
减持
VTV
VANGUARD INDEX FDS
+$296.5K
83,301
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$296.3K
22,839
-18%
减持
WMT
WALMART INC
+$293.8K
82,993
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$271.2K
4,263
-15%
增持
GEV
GE VERNOVA INC
+$267.1K
1,181
+1%
增持
URA
GLOBAL X FDS
+$261.7K
16,065
+33%
清仓
DHR
DANAHER CORPORATION
-$258.9K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$258.1K
1,057
清仓
LUV
SOUTHWEST AIRLS CO
-$255.3K
0
-100%
减持
HD
HOME DEPOT INC
-$254.4K
13,144
-1%
减持
DIS
DISNEY WALT CO
-$249.2K
4,025
-28%
建仓
SCHE
SCHWAB STRATEGIC TR
+$247.0K
7,495
建仓
KFEB
INNOVATOR ETFS TRUST
+$243.4K
8,666
建仓
EJAN
INNOVATOR ETFS TRUST
+$242.8K
7,157
减持
TECH
BIO-TECHNE CORP
-$242.5K
14,785
-14%
建仓
TER
TERADYNE INC
+$238.7K
805
清仓
XLF
SELECT SECTOR SPDR TR
-$234.3K
0
-100%
增持
UTES
ETFIS SER TR I
+$233.8K
7,963
+56%
建仓
BINC
BLACKROCK ETF TRUST II
+$233.7K
4,500
清仓
SHOP
SHOPIFY INC
-$230.7K
0
-100%
