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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 113
减持 14
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.2M
61,278
+5%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$4.9M
351,813
+9%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$3.8M
270,697
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。
+13%
增持
VTV
VANGUARD VALUE ETF
+$2.9M
153,422
+9%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$2.6M
80,946
+20%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.4M
335,468
+10%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$2.2M
26,490
+22%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$2.1M
485,086
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.7M
143,559
+8%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$1.2M
266,615
+5%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$986.5K
234,255
+7%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
-$954.0K
150,437
-27%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$733.9K
637,196
+4%
减持
BIBL
INSPIRE 100 ETF
+$570.4K
407,824
-4%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$528.8K
33,926
-12%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$463.0K
478,385
+3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$383.4K
6,287
-28%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$382.0K
1,861
+72%
清仓
ACNB
ACNB CORP COM
-$347.0K
0
-100%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$331.3K
12,070
-1%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$298.0K
36,522
+23%
增持
NVDA
NVIDIA CORPORATION COM
+$291.8K
3,693
+37%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$266.7K
10,783
-2%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$255.5K
7,598
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
+$213.4K
29,398
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$160.3K
83,620
+5%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$153.4K
22,199
-8%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$141.4K
990
+4%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$118.5K
9,429
-14%
增持
AMZN
AMAZON COM INC COM
+$105.4K
1,287
+38%
增持
EXC
EXELON CORP COM
+$105.3K
5,009
+106%
建仓
VV
VANGUARD LARGE-CAP ETF
+$95.9K
336
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$92.3K
470
+32%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$92.0K
19,032
-5%
增持
MSFT
MICROSOFT CORP COM
+$83.2K
331
+53%
增持
AVGO
BROADCOM INC COM
+$66.2K
268
+483%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$56.5K
1,363
+15%
增持
AWI
ARMSTRONG WORLD INDS INC NEW COM
+$55.6K
359
+1789%
减持
TFC
TRUIST FINL CORP COM
-$53.2K
524
-72%
建仓
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
+$50.9K
4,341
增持
TSLA
TESLA INC COM
+$42.8K
182
+214%
增持
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$41.4K
8,758
+4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$40.8K
331
+47%
增持
AMAT
APPLIED MATLS INC COM
+$39.8K
230
+1338%
增持
FLIN
FRANKLIN FTSE INDIA ETF
+$38.8K
1,253
+315%
增持
FLTW
FRANKLIN FTSE TAIWAN ETF
+$33.6K
719
+690%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$32.7K
98
+250%
增持
HD
HOME DEPOT INC COM
+$30.1K
164
+100%
建仓
META
META PLATFORMS INC CL A
+$29.5K
40
增持
AAPL
APPLE INC COM
+$28.1K
6,168
+11%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
+$27.7K
29,599
-1%
减持
FULT
FULTON FINL CORP PA COM
-$25.9K
8,188
-15%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$24.1K
244
+2118%
清仓
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
-$23.9K
0
-100%
增持
V
VISA INC COM CL A
+$23.5K
89
+287%
增持
UGI
UGI CORP NEW COM
+$23.2K
660
+2540%
清仓
ELCV
EVENTIDE HIGH DIVIDEND ETF
-$22.4K
0
-100%
增持
LLY
ELI LILLY & CO COM
+$22.1K
40
+264%
增持
CSCO
CISCO SYS INC COM
+$21.8K
366
+531%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$20.5K
329
+29%
增持
—
EXXON MOBIL CORP COM
+$19.8K
366
+122%
增持
ASTS
AST SPACEMOBILE INC COM CL A
+$18.2K
710
+8%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$17.5K
279
增持
NFLX
NETFLIX INC COM
+$17.3K
15
+400%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$17.2K
903
+5%
增持
JNJ
JOHNSON & JOHNSON COM
+$17.0K
130
+665%
增持
PG
PROCTER AND GAMBLE CO COM
+$16.9K
123
+669%
增持
BA
BOEING CO COM
+$15.0K
245
+15%
减持
THO
THOR INDS INC COM
+$14.9K
1,183
-1%
增持
KO
COCA COLA CO COM
+$14.8K
654
+49%
建仓
RTX
RTX CORPORATION COM
+$14.6K
100
增持
FLKR
FRANKLIN FTSE SOUTH KOREA ETF
+$14.5K
653
+727%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$14.3K
24
+380%
增持
GE
GE AEROSPACE COM NEW
+$14.1K
96
+81%
清仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$13.7K
0
-100%
增持
PEP
PEPSICO INC COM
+$13.6K
113
+1156%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$12.9K
63
+232%
增持
ABT
ABBOTT LABS COM
+$12.5K
119
+325%
增持
CRM
SALESFORCE INC COM
+$12.3K
53
+563%
增持
ABBV
ABBVIE INC COM
+$12.3K
82
+486%
增持
—
LINDE PLC SHS
+$12.2K
36
+260%
增持
TXN
TEXAS INSTRS INC COM
+$12.1K
74
+311%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$11.4K
101
+261%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
+$11.1K
238
增持
RY
ROYAL BK CDA COM
+$10.8K
119
+177%
增持
AVAV
AEROVIRONMENT INC COM
+$10.6K
44
+175%
增持
C
CITIGROUP INC COM NEW
+$10.3K
139
+562%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$10.3K
17
+240%
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$10.2K
118
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$10.1K
90
+2150%
建仓
—
UNILEVER PLC SPON ADR NEW
+$10.0K
164
建仓
CHT
CHUNGHWA TELECOM CO LTD SPON ADR NEW11
+$10.0K
215
增持
INTU
INTUIT COM
+$10.0K
15
+400%
增持
AXP
AMERICAN EXPRESS CO COM
+$9.9K
37
+429%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$9.8K
195
+491%
增持
MCD
MCDONALDS CORP COM
+$9.7K
44
+340%
增持
QCOM
QUALCOMM INC COM
+$9.6K
75
+400%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$9.6K
103
+296%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$9.5K
45
+200%
增持
KB
KB FINL GROUP INC SPONSORED ADR
+$9.5K
148
+190%
增持
QRVO
QORVO INC COM
+$9.4K
131
+446%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$9.4K
20
+567%
增持
GEV
GE VERNOVA INC COM
+$9.3K
24
+118%
增持
SBCF
SEACOAST BKG CORP FLA COM NEW
+$9.3K
4,525
+1%
建仓
GILD
GILEAD SCIENCES INC COM
+$9.3K
84
增持
ADBE
ADOBE INC COM
+$9.3K
28
+600%
增持
SAP
SAP SE SPON ADR
+$9.2K
39
+290%
增持
NOW
SERVICENOW INC COM
+$9.2K
12
+200%
增持
SPGI
S&P GLOBAL INC COM
+$9.1K
23
+283%
增持
—
EATON CORP PLC SHS
+$8.9K
31
+288%
建仓
CMCSA
COMCAST CORP NEW CL A
+$8.9K
248
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$8.7K
176
+418%
增持
ADI
ANALOG DEVICES INC COM
+$8.7K
46
+318%
增持
CAT
CATERPILLAR INC COM
+$8.7K
25
+733%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$8.6K
42
+1300%
增持
FSS
FEDERAL SIGNAL CORP COM
+$8.6K
102
+229%
增持
SHAK
SHAKE SHACK INC CL A
+$8.5K
75
+226%
增持
—
FERRARI N V COM
+$8.5K
19
+850%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$8.4K
60
+300%
增持
—
CHUBB LIMITED COM
+$8.3K
37
+363%
增持
—
MEDTRONIC PLC SHS
+$8.3K
125
+331%
增持
MCO
MOODYS CORP COM
+$8.2K
22
+267%
增持
DIS
DISNEY WALT CO COM
+$8.1K
196
+20%
增持
SHG
SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD
+$8.1K
230
+224%
建仓
E
ENI S P A SPONSORED ADR
+$8.1K
250
增持
HON
HONEYWELL INTL INC COM
+$8.1K
42
+425%
增持
APH
AMPHENOL CORP NEW CL A
+$8.1K
97
+322%
建仓
MCK
MCKESSON CORP COM
+$8.1K
11
增持
CORT
CORCEPT THERAPEUTICS INC COM
+$8.0K
146
+508%
增持
PGR
PROGRESSIVE CORP COM
+$8.0K
32
+1500%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$8.0K
65
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$8.0K
42
+740%
增持
MU
MICRON TECHNOLOGY INC COM
+$7.9K
70
+775%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$7.9K
21
+600%
建仓
BWA
BORGWARNER INC COM
+$7.8K
233
增持
UNP
UNION PAC CORP COM
+$7.7K
46
+283%
增持
AEIS
ADVANCED ENERGY INDS COM
+$7.6K
74
+222%
增持
BN
BROOKFIELD CORP CL A LTD VT SH
+$7.5K
176
+175%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$7.5K
510
+58%
增持
EQNR
EQUINOR ASA SPONSORED ADR
+$7.4K
318
+1414%
建仓
CE
CELANESE CORP DEL COM
+$7.4K
134
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$7.4K
27
+800%
增持
KFY
KORN FERRY COM NEW
+$7.4K
143
+211%
增持
MRK
MERCK & CO INC COM
+$7.3K
366
+52%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$7.3K
24
+2300%
增持
—
MR COOPER GROUP INC COM
+$7.3K
70
+169%
建仓
MMM
3M CO COM
+$7.3K
48
增持
TRNO
TERRENO RLTY CORP COM
+$7.2K
145
+936%
减持
IAU
iShares Gold Trust ETF
-$7.2K
124
-51%
增持
TFX
TELEFLEX INCORPORATED COM
+$7.2K
67
+1240%
