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Bare Financial Services, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bare Financial Services, Inc
报告期 2026-03-31 · CIK 0002009426
持仓数
1,730
前50大市值合计
$367.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 113 项
建仓 44
增持 35
减持 11
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
BIBL
INSPIRE 100 ETF
+$8.8M
460,671
+98%
增持
IVV
ISHARES CORE S&P 500 ETF
+$6.7M
26,619
+88%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$5.3M
356,369
+191%
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。
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$4.3M
248,822
+146%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.4M
56,613
+532%
增持
VTV
VANGUARD VALUE ETF
+$3.0M
21,961
+661%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$2.3M
78,142
+703%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$2.3M
17,456
+222%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$2.3M
69,022
+503%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$2.2M
259,306
+40%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.0M
22,262
+599%
建仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.6M
18,027
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.5M
22,338
+442%
增持
ISMD
INSPIRE SMALL/MID CAP ETF
+$1.4M
105,158
+70%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$1.3M
6,788
+550%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.2M
26,843
+437%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$972.8K
26,824
+38%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$953.6K
31,642
+608%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$889.5K
13,167
+38%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$776.9K
21,143
+22%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$723.9K
847
-85%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$430.9K
9,142
+120%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$247.1K
965
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$240.4K
486
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$228.3K
8,680
+187%
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$118.5K
1,103
减持
EXC
EXELON CORP COM
-$110.4K
408
-88%
建仓
SBCF
SEACOAST BKG CORP FLA COM NEW
+$103.7K
4,495
减持
—
EXXON MOBIL CORP COM
-$100.1K
132
-89%
清仓
NBTB
NBT BANCORP INC COM
-$97.5K
0
-100%
增持
AAPL
APPLE INC COM
-$96.5K
5,527
+3%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$95.9K
2,000
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$94.8K
877
+149%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$94.4K
794
建仓
—
SIGNING DAY SPORTS INC COM
+$83.3K
320,000
减持
PPL
PPL CORP COM
-$74.5K
12
-100%
建仓
F
FORD MTR CO DEL COM
+$70.2K
5,776
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$68.4K
968
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$60.4K
53,293
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$56.1K
1,220
+20%
增持
SLV
iShares Silver Trust ETF
+$54.1K
2,427
+1132%
增持
FULT
FULTON FINL CORP PA COM
+$46.6K
8,731
+47%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$46.4K
472
-59%
清仓
HSY
HERSHEY CO COM
-$44.4K
0
-100%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$41.9K
1,210
建仓
MGM
MGM RESORTS INTERNATIONAL COM
+$40.7K
1,031
建仓
GOOG
ALPHABET INC CAP STK CL C
+$32.9K
200
清仓
MPC
MARATHON PETE CORP COM
-$32.0K
0
-100%
增持
GLD
SPDR Gold Shares ETF
+$32.0K
606
+20%
增持
WPC
WP CAREY INC COM
+$31.9K
865
+260%
建仓
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$30.7K
1,007
清仓
WTRG
ESSENTIAL UTILS INC COM
-$25.3K
0
-100%
建仓
BLES
INSPIRE GLOBAL HOPE ETF
+$24.9K
693
建仓
HOG
HARLEY DAVIDSON INC COM
+$21.8K
635
清仓
AEE
AMEREN CORP COM
-$20.4K
0
-100%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$19.7K
248
建仓
TIP
ISHARES TIPS BOND ETF
+$16.7K
158
清仓
BP
BP PLC SPONSORED ADR
-$16.2K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$15.8K
0
-100%
建仓
—
DUPONT DE NEMOURS INC COM
+$15.4K
213
建仓
MFC
MANULIFE FINL CORP COM
+$13.3K
572
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$13.2K
0
-100%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$13.0K
271
建仓
VOO
VANGUARD S&P 500 ETF
+$12.9K
28
增持
IVT
INVENTRUST PPTYS CORP COM NEW
+$12.7K
804
+164%
建仓
MQY
BLACKROCK MUNIYILD QULT FD INC COM
+$12.4K
1,055
建仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$12.2K
507
建仓
DOW
DOW INC COM
+$12.1K
213
建仓
CTVA
CORTEVA INC COM
+$11.5K
213
减持
MO
ALTRIA GROUP INC COM
-$11.5K
0
-100%
减持
MRK
MERCK & CO INC COM
-$10.5K
134
-47%
建仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$10.1K
182
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$9.3K
245
+23%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$8.9K
0
-100%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$8.9K
357
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$8.4K
215
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$8.3K
0
-100%
清仓
ING
ING GROEP N.V. SPONSORED ADR
-$8.1K
0
-100%
清仓
ORCL
ORACLE CORP COM
-$7.4K
0
-100%
建仓
SCHP
SCHWAB US TIPS ETF
+$6.8K
133
清仓
CWT
CALIFORNIA WTR SVC GROUP COM
-$6.7K
0
-100%
清仓
—
LAM RESEARCH CORP COM
-$5.5K
0
-100%
减持
AMZN
AMAZON COM INC COM
+$5.4K
882
-10%
清仓
—
MARATHON OIL CORP COM
-$5.2K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$4.7K
16
增持
—
BARRICK GOLD CORP COM
+$4.6K
436
+199%
建仓
LNKB
LINKBANCORP INC COM
+$4.5K
677
减持
NEM
NEWMONT CORP COM
-$4.2K
50
-67%
增持
TFC
TRUIST FINL CORP COM
+$3.9K
2,153
+3%
增持
—
THERATECHNOLOGIES INC COM NEW
-$2.9K
27,557
+15%
建仓
CC
CHEMOURS CO COM
+$2.7K
100
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.8K
11,949
-5%
建仓
VUG
VANGUARD GROWTH ETF
+$1.3K
4
减持
MET
METLIFE INC COM
-$1.2K
22
-48%
建仓
QS
QUANTUMSCAPE CORP COM CL A
+$1.1K
200
建仓
ASTS
AST SPACEMOBILE INC COM CL A
+$961
435
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$781
0
-100%
增持
NLOP
NET LEASE OFFICE PROPERTIES COM
+$710
44
+175%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$678
10
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$530
14
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$485
10
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$483
2
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$337
8
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$310
6
建仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$263
7
清仓
IVOL
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
+$0
0
清仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$0
0
清仓
OILK
PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF
+$0
0
清仓
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
+$0
0
清仓
BITO
PROSHARES BITCOIN STRATEGY ETF
+$0
0
建仓
SPY
SPDR S&P 500 ETF TRUST
+$0
0
清仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$0
0
清仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$0
0
