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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 94 项
建仓 36
增持 29
减持 14
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$13.0M
146,543
+713%
增持
IVV
ISHARES CORE S&P 500 ETF
+$11.7M
45,464
+71%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$11.7M
210,739
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。
+272%
增持
VTV
VANGUARD VALUE ETF
+$11.0M
86,123
+292%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$7.2M
98,590
+10085%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$5.1M
403,526
+62%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$4.5M
172,408
+150%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$4.2M
176,350
+126%
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$4.1M
158,148
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$3.9M
90,396
+237%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$2.3M
446,359
+25%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$2.0M
41,606
+86%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$1.9M
42,167
-60%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$1.6M
13,500
+99%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$1.2M
63,644
+101%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$602.4K
26,869
+0%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$534.1K
13,488
+2%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$359.2K
16,880
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$354.6K
25,276
+14%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$257.7K
877
+80%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$256.2K
21,166
+0%
减持
BIBL
INSPIRE 100 ETF
+$249.9K
437,959
-5%
增持
VHT
VANGUARD HEALTH CARE ETF
+$249.8K
1,809
+87%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$165.0K
11,504
-4%
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$127.3K
1,627
增持
VNQ
VANGUARD REAL ESTATE ETF
+$109.9K
1,434
+478%
增持
NVDA
NVIDIA CORPORATION COM
+$85.7K
2,800
+900%
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$74.4K
8,912
+3%
建仓
—
SILA REALTY TRUST INC COMMON STOCK
+$57.7K
2,474
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$52.6K
8,712
-5%
建仓
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$48.4K
1,603
增持
GLD
SPDR Gold Shares ETF
+$35.0K
721
+19%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$28.4K
53,319
+0%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$28.3K
146
增持
PFE
PFIZER INC COM
+$27.6K
987
+887%
建仓
PTL
INSPIRE 500 ETF
+$26.8K
130
增持
TFC
TRUIST FINL CORP COM
+$26.2K
2,396
+11%
减持
BLES
INSPIRE GLOBAL HOPE ETF
-$24.9K
0
-100%
建仓
DIS
DISNEY WALT CO COM
+$15.4K
164
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$15.0K
873
-0%
增持
—
EXXON MOBIL CORP COM
+$13.8K
248
+88%
清仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$13.0K
0
-100%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$12.5K
73
减持
PKST
PEAKSTONE REALTY TRUST COMMON SHARES
-$12.2K
619
-58%
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$12.2K
0
-100%
建仓
IUS
INVESCO RAFI STRATEGIC US ETF
+$11.5K
236
清仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$10.1K
0
-100%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$7.6K
100
增持
MRK
MERCK & CO INC COM
+$7.1K
216
+61%
清仓
SCHP
SCHWAB US TIPS ETF
-$6.8K
0
-100%
建仓
VRSN
VERISIGN INC COM
+$6.5K
35
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$6.5K
253,567
-2%
减持
FULT
FULTON FINL CORP PA COM
+$6.2K
7,782
-11%
建仓
GE
GE AEROSPACE COM NEW
+$6.1K
36
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$6.0K
784
-1%
减持
—
BARRICK GOLD CORP COM
-$4.6K
146
-67%
建仓
LKQ
LKQ CORP COM
+$4.2K
100
建仓
RISN
INSPIRE TACTICAL BALANCED ETF
+$4.1K
153
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS INC COM CL A
+$3.6K
1,040
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$3.0K
1,095
-1%
建仓
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$2.0K
22
建仓
GEV
GE VERNOVA INC COM
+$1.6K
9
清仓
VUG
VANGUARD GROWTH ETF
-$1.3K
0
-100%
建仓
AVGO
BROADCOM INC COM
+$1.1K
7
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$1.0K
12
建仓
HUMA
HUMACYTE INC COM
+$984
104
清仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$678
0
-100%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$672
317
-11%
清仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$530
0
-100%
增持
LNKB
LINKBANCORP INC COM
+$506
685
+1%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$485
0
-100%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$483
0
-100%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$337
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$310
0
-100%
建仓
ABNB
AIRBNB INC COM CL A
+$279
2
清仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$263
0
-100%
建仓
WFC
WELLS FARGO CO NEW COM
+$178
3
建仓
—
ROYAL CARIBBEAN GROUP COM
+$157
1
建仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$146
1
清仓
PSQH
PSQ HOLDINGS INC CL A
-$104
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$91
2
建仓
EFA
ISHARES MSCI EAFE ETF
+$56
1
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$53
1
建仓
AAL
AMERICAN AIRLS GROUP INC COM
+$43
4
建仓
SPGP
INVESCO S&P 500 GARP ETF
+$41
0
建仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$37
2
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$37
1
建仓
LUV
SOUTHWEST AIRLS CO COM
+$27
1
建仓
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
+$27
1
建仓
PXF
INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
+$23
0
建仓
PXH
INVESCO FTSE RAFI EMERGING MARKETS ETF
+$17
1
建仓
PRF
INVESCO FTSE RAFI US 1000 ETF
+$2
0
清仓
SPY
SPDR S&P 500 ETF TRUST
+$0
0
清仓
MO
ALTRIA GROUP INC COM
+$0
0
