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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 93
增持 45
减持 9
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.8M
322,834
+5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.2M
304,291
+9%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$2.0M
613,272
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。
+15%
增持
VTV
VANGUARD VALUE ETF
+$1.6M
140,125
+5%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.4M
473,691
+4%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$1.1M
253,858
+13%
增持
IVV
ISHARES CORE S&P 500 ETF
-$984.2K
58,391
+2%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$927.4K
464,262
+6%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$861.6K
238,862
+6%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$356.9K
133,256
+6%
建仓
ACNB
ACNB CORP COM
+$347.0K
8,431
增持
BIBL
INSPIRE 100 ETF
+$332.4K
423,976
+3%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$271.0K
79,760
+6%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$257.8K
21,673
+9%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$215.5K
8,723
-1%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$175.4K
30,010
-6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$159.8K
4,445
+388%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$154.1K
29,802
+21%
增持
AAPL
APPLE INC COM
-$146.9K
5,571
+1%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$95.1K
1,736
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$85.2K
67,594
+10%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$70.3K
19,998
-2%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
-$63.3K
205,691
-0%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$61.8K
950
+2%
增持
GLD
SPDR Gold Shares ETF
+$57.5K
839
+10%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$47.2K
1,188
-3%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$44.1K
218,057
+6%
增持
NVDA
NVIDIA CORPORATION COM
-$43.8K
2,691
+8%
减持
IAT
ISHARES U.S. REGIONAL BANKS ETF
-$42.0K
8,418
-2%
增持
VHT
VANGUARD HEALTH CARE ETF
+$36.9K
2,010
+3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$27.4K
38,632
+2%
增持
FULT
FULTON FINL CORP PA COM
+$24.5K
9,595
+24%
建仓
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
+$23.9K
828
增持
CEG
CONSTELLATION ENERGY CORP COM
-$23.6K
1,085
+0%
增持
THO
THOR INDS INC COM
-$23.1K
1,189
+1%
建仓
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$22.4K
899
清仓
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
-$19.6K
0
-100%
建仓
FLEE
FRANKLIN FTSE EUROPE ETF
+$18.9K
612
增持
SLV
iShares Silver Trust ETF
+$18.6K
2,661
+10%
增持
AMZN
AMAZON COM INC COM
-$16.6K
930
+5%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$14.9K
28
建仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$13.7K
585
清仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$13.0K
0
-100%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$13.0K
355
-24%
建仓
FLJP
FRANKLIN FTSE JAPAN ETF
+$12.7K
432
增持
PNC
PNC FINL SVCS GROUP INC COM
-$12.2K
860
+2%
清仓
IUS
INVESCO RAFI STRATEGIC US ETF
-$11.7K
0
-100%
建仓
FLIN
FRANKLIN FTSE INDIA ETF
+$11.1K
302
减持
IVT
INVENTRUST PPTYS CORP COM NEW
-$9.5K
500
-38%
增持
RISN
INSPIRE TACTICAL BALANCED ETF
+$9.4K
519
+239%
建仓
LLY
ELI LILLY & CO COM
+$9.1K
11
增持
PPL
PPL CORP COM
+$8.9K
255
+3088%
增持
IAU
iShares Gold Trust ETF
+$8.8K
254
+105%
建仓
V
VISA INC COM CL A
+$8.1K
23
建仓
AVGO
BROADCOM INC COM
+$7.7K
46
建仓
FLAU
FRANKLIN FTSE AUSTRALIA ETF
+$7.5K
273
增持
KO
COCA COLA CO COM
+$7.5K
440
+14%
增持
—
EXXON MOBIL CORP COM
+$7.1K
165
+42%
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$6.7K
149
增持
OXY
OCCIDENTAL PETE CORP COM
+$6.6K
305
+78%
增持
JPM
JPMORGAN CHASE & CO. COM
+$6.5K
225
+11%
建仓
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
+$6.5K
197
建仓
BITO
PROSHARES BITCOIN ETF
+$6.2K
340
建仓
IVOL
KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF
+$6.2K
333
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$5.9K
19
增持
ASTS
AST SPACEMOBILE INC COM CL A
+$5.8K
660
+52%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$5.6K
10,997
-1%
建仓
RY
ROYAL BK CDA COM
+$4.8K
43
建仓
—
LINDE PLC SHS
+$4.7K
10
建仓
BKNG
BOOKING HOLDINGS INC COM
+$4.6K
1
增持
GE
GE AEROSPACE COM NEW
+$4.6K
53
+47%
建仓
FLCH
FRANKLIN FTSE CHINA ETF
+$4.1K
194
建仓
FLTW
FRANKLIN FTSE TAIWAN ETF
+$3.9K
91
建仓
OILK
PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST
+$3.8K
87
建仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$3.8K
278
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$3.7K
15
建仓
ABT
ABBOTT LABS COM
+$3.7K
28
建仓
CSCO
CISCO SYS INC COM
+$3.6K
58
建仓
RHI
ROBERT HALF INC. COM
+$3.5K
65
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$3.5K
8
建仓
BCPC
BALCHEM CORP COM
+$3.5K
21
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$3.4K
255
+4%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$3.4K
64
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$3.3K
5
建仓
TXN
TEXAS INSTRS INC COM
+$3.2K
18
建仓
NOW
SERVICENOW INC COM
+$3.2K
4
建仓
MCD
MCDONALDS CORP COM
+$3.1K
10
建仓
KFY
KORN FERRY COM NEW
+$3.1K
46
建仓
—
MR COOPER GROUP INC COM
+$3.1K
26
建仓
SPGI
S&P GLOBAL INC COM
+$3.0K
6
建仓
BZ
KANZHUN LIMITED SPONSORED ADS
+$3.0K
159
建仓
MLI
MUELLER INDS INC COM
+$3.0K
40
建仓
BMI
BADGER METER INC COM
+$3.0K
16
增持
INTC
INTEL CORP COM
+$3.0K
810
+6%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
+$3.0K
221
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$3.0K
322
+11%
建仓
HIMS
HIMS & HERS HEALTH INC COM CL A
+$3.0K
100
建仓
TMUS
T-MOBILE US INC COM
+$2.9K
11
建仓
ABBV
ABBVIE INC COM
+$2.9K
14
增持
TFC
TRUIST FINL CORP COM
-$2.9K
1,840
+1%
建仓
MGY
MAGNOLIA OIL & GAS CORP CL A
+$2.9K
116
建仓
ETSY
ETSY INC COM
+$2.9K
62
增持
TSLA
TESLA INC COM
+$2.9K
58
+93%
建仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$2.9K
12
建仓
FELE
FRANKLIN ELEC INC COM
+$2.9K
31
增持
VRSN
VERISIGN INC COM
+$2.9K
40
+14%
建仓
CRC
CALIFORNIA RES CORP COM STOCK
+$2.9K
66
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$2.9K
26
建仓
WFC
WELLS FARGO CO NEW COM
+$2.9K
40
建仓
TROW
PRICE T ROWE GROUP INC COM
+$2.8K
31
建仓
NVO
NOVO-NORDISK A S ADR
+$2.8K
41
建仓
UNP
UNION PAC CORP COM
+$2.8K
12
建仓
EAT
BRINKER INTL INC COM
+$2.8K
19
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$2.8K
20
建仓
JNJ
JOHNSON & JOHNSON COM
+$2.8K
17
建仓
—
JOHNSON CTLS INTL PLC SHS
+$2.8K
35
建仓
NFLX
NETFLIX INC COM
+$2.8K
3
建仓
MCO
MOODYS CORP COM
+$2.8K
6
建仓
KB
KB FINL GROUP INC SPONSORED ADR
+$2.8K
51
建仓
CORT
CORCEPT THERAPEUTICS INC COM
+$2.7K
24
建仓
APAM
ARTISAN PARTNERS ASSET MGMT IN CL A
+$2.7K
70
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$2.7K
5
建仓
PG
PROCTER AND GAMBLE CO COM
+$2.7K
16
建仓
ATI
ATI INC COM
+$2.7K
52
建仓
IDCC
INTERDIGITAL INC COM
+$2.7K
13
建仓
SAP
SAP SE SPON ADR
+$2.7K
10
建仓
ACIW
ACI WORLDWIDE INC COM
+$2.7K
49
建仓
AWI
ARMSTRONG WORLD INDS INC NEW COM
+$2.7K
19
建仓
GKOS
GLAUKOS CORP COM
+$2.7K
27
增持
MFC
MANULIFE FINL CORP COM
+$2.6K
648
+13%
建仓
—
MEDTRONIC PLC SHS
+$2.6K
29
建仓
SYK
STRYKER CORPORATION COM
+$2.6K
7
建仓
CMA
COMERICA INC COM
+$2.6K
44
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$2.6K
15
建仓
ESE
ESCO TECHNOLOGIES INC COM
+$2.5K
16
建仓
MMSI
MERIT MED SYS INC COM
+$2.5K
24
建仓
MSGS
MADISON SQUARE GRDN SPRT CORP CL A
+$2.5K
13
建仓
SPSC
SPS COMM INC COM
+$2.5K
19
建仓
IDXX
IDEXX LABS INC COM
+$2.5K
6
建仓
FISV
FISERV INC COM
+$2.4K
11
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$2.4K
33
建仓
—
CHUBB LIMITED COM
+$2.4K
8
建仓
—
AON PLC SHS CL A
+$2.4K
6
建仓
MC
MOELIS & CO CL A
+$2.4K
41
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.4K
28
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$2.4K
7
建仓
ADSK
AUTODESK INC COM
+$2.4K
9
建仓
CRS
CARPENTER TECHNOLOGY CORP COM
+$2.4K
13
建仓
DE
DEERE & CO COM
+$2.3K
5
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP COM
+$2.3K
71