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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 100
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
CLCG
CROSSMARK LARGE CAP GROWTH ETF
+$9.5M
352,546
建仓
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$9.2M
344,928
减持
BIBL
INSPIRE 100 ETF
-$7.7M
206,797
-49%
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
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$4.7M
294,833
+9%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.9M
384,148
+15%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.5M
62,117
+1%
增持
SOVF
Sovereigns Capital Flourish Fund
+$3.2M
107,124
+10732%
增持
VTV
VANGUARD VALUE ETF
+$2.8M
160,217
+4%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$2.7M
199,419
-25%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$2.7M
12,679
-85%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.1M
360,613
+3%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.8M
539,364
+13%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.4M
85,168
+5%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.0M
500,215
+3%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$977.3K
673,970
+6%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$916.5K
147,842
+3%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$866.6K
238,817
+2%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$841.9K
28,509
+8%
减持
IAT
ISHARES U.S. REGIONAL BANKS ETF
-$361.7K
1,376
-84%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$267.2K
2,167
+140%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$252.3K
42,441
+16%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$212.3K
13,500
+78%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$210.5K
10,628
-1%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$200.8K
144,571
-4%
增持
FULT
FULTON FINL CORP PA COM
+$178.8K
17,526
+114%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$178.0K
34,957
+3%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$174.7K
18,856
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$155.2K
3,959
+7%
减持
AAPL
APPLE INC COM
+$153.7K
5,574
-10%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$120.6K
6,105
-3%
增持
VHT
VANGUARD HEALTH CARE ETF
+$116.2K
2,490
+17%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$104.5K
1,418
+4%
增持
PPL
PPL CORP COM
+$100.6K
3,137
+565%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$98.4K
2,125
+14%
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$77.1K
7,788
-1%
清仓
—
THERATECHNOLOGIES INC COM NEW
-$63.2K
0
-100%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
+$57.3K
28,537
-4%
增持
GOOG
ALPHABET INC CAP STK CL C
+$56.8K
379
+90%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$49.7K
946
-4%
减持
AWI
ARMSTRONG WORLD INDS INC NEW COM
-$45.4K
66
-82%
增持
MSFT
MICROSOFT CORP COM
+$42.5K
400
+21%
增持
TSLA
TESLA INC COM
+$32.9K
204
+12%
建仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$32.0K
1,238
建仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
+$31.4K
773
增持
DOW
DOW INC COM
+$27.4K
1,461
+535%
减持
BA
BOEING CO COM
-$26.3K
116
-53%
减持
MS
MORGAN STANLEY COM NEW
-$25.6K
27
-87%
增持
BAC
BANK AMERICA CORP COM
+$25.4K
724
+187%
增持
AVGO
BROADCOM INC COM
+$24.8K
299
+12%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$24.0K
280
+211%
增持
PRU
PRUDENTIAL FINL INC COM
+$23.0K
707
+51%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$21.7K
468
-0%
增持
UGI
UGI CORP NEW COM
+$20.7K
1,345
+104%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$17.2K
4,450
+0%
增持
JPM
JPMORGAN CHASE & CO. COM
+$17.0K
358
+8%
增持
HSY
HERSHEY CO COM
+$15.6K
85
+4150%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$15.6K
9,573
+2%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
+$15.1K
286
+20%
减持
GLD
SPDR Gold Shares ETF
+$14.8K
761
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$14.7K
156
+54%
增持
NFLX
NETFLIX INC COM
+$14.7K
29
+93%
增持
SBCF
SEACOAST BKG CORP FLA COM NEW
+$13.4K
4,546
+0%
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$13.3K
577
增持
STRL
STERLING INFRASTRUCTURE INC COM
+$13.1K
42
+740%
增持
INTC
INTEL CORP COM
+$12.6K
1,053
+4%
增持
AMZN
AMAZON COM INC COM
+$12.5K
1,343
+4%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$11.5K
250
+2%
增持
ABBV
ABBVIE INC COM
+$11.4K
115
+40%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$11.2K
358
+9%
增持
EXC
EXELON CORP COM
+$10.9K
5,074
+1%
减持
IVT
INVENTRUST PPTYS CORP COM NEW
-$10.4K
116
-77%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$10.2K
115
+17%
增持
BKNG
BOOKING HOLDINGS INC COM
+$10.0K
4
+100%
增持
COR
CENCORA INC COM
+$9.1K
33
+725%
清仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$9.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$9.1K
156
+20%
增持
DIS
DISNEY WALT CO COM
+$9.0K
291
+48%
增持
CME
CME GROUP INC COM
+$8.8K
53
+165%
清仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$8.8K
0
-100%
增持
HD
HOME DEPOT INC COM
+$8.8K
170
+4%
增持
MP
MP MATERIALS CORP COM CL A
+$8.7K
206
+35%
建仓
AZO
AUTOZONE INC COM
+$8.6K
2
增持
GE
GE AEROSPACE COM NEW
+$8.4K
110
+15%
增持
PTL
INSPIRE 500 ETF
+$8.4K
191
+12%
建仓
JMOM
JPMORGAN U.S. MOMENTUM FACTOR ETF
+$8.4K
123
增持
META
META PLATFORMS INC CL A
+$7.9K
51
+28%
增持
SAN
BANCO SANTANDER S.A. ADR
+$7.8K
1,503
+58%
减持
VV
VANGUARD LARGE-CAP ETF
-$7.8K
286
-15%
增持
REZI
RESIDEO TECHNOLOGIES INC COM
+$7.8K
305
+25%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$7.7K
22
+29%
增持
F
FORD MTR CO COM
+$7.6K
5,876
+2%
增持
DCI
DONALDSON INC COM
+$7.5K
149
+119%
增持
TTMI
TTM TECHNOLOGIES INC COM
+$7.4K
138
+886%
增持
ASTS
AST SPACEMOBILE INC COM CL A
+$7.4K
826
+16%
增持
CVX
CHEVRON CORP NEW COM
+$7.2K
220
+17%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
+$7.2K
710
+70%
增持
ENB
ENBRIDGE INC COM
+$7.0K
171
+389%
清仓
—
GMS INC COM
-$7.0K
0
-100%
清仓
—
SIGNING DAY SPORTS INC COMMON STOCK
-$6.9K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$6.9K
30
+25%
增持
MRCY
MERCURY SYS INC COM
+$6.7K
108
+248%
增持
ETSY
ETSY INC COM
+$6.6K
237
+30%
增持
O
REALTY INCOME CORP COM
+$6.5K
297
+49%
增持
HSBC
HSBC HLDGS PLC SPON ADR NEW
+$6.3K
239
+36%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$6.2K
21
+91%
减持
PECO
PHILLIPS EDISON & CO INC COMMON STOCK
-$6.2K
44
-80%
增持
WELL
WELLTOWER INC COM
+$6.1K
63
+91%
增持
LGND
LIGAND PHARMACEUTICALS INC COM NEW
+$6.1K
41
+310%
增持
BE
BLOOM ENERGY CORP COM CL A
+$6.1K
94
+21%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$6.0K
13
-87%
增持
AMAT
APPLIED MATLS INC COM
+$6.0K
235
+2%
建仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
+$5.9K
124
增持
IDCC
INTERDIGITAL INC COM
+$5.9K
45
+5%
建仓
NEU
NEWMARKET CORP COM
+$5.8K
7
增持
GEV
GE VERNOVA INC COM
+$5.7K
30
+25%
减持
RHI
ROBERT HALF INC. COM
-$5.7K
74
-63%
增持
MA
MASTERCARD INCORPORATED CL A
+$5.7K
15
+200%
增持
EA
ELECTRONIC ARTS INC COM
+$5.6K
31
+675%
增持
CAT
CATERPILLAR INC COM
+$5.6K
32
+28%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$5.6K
5
-95%
增持
SMTC
SEMTECH CORP COM
+$5.5K
170
+16%
增持
LLY
ELI LILLY & CO COM
+$5.4K
48
+20%
增持
PUK
PRUDENTIAL PLC ADR
+$5.4K
397
+75%
增持
TJX
TJX COS INC NEW COM
+$5.4K
99
+38%
增持
TM
TOYOTA MOTOR CORP ADS
+$5.2K
64
+56%
增持
DHR
DANAHER CORPORATION COM
+$5.2K
42
+163%
增持
KR
KROGER CO COM
+$5.2K
85
+963%
建仓
B
BARRICK MNG CORP COM SHS
+$5.1K
155
建仓
SNDK
SANDISK CORP COM
+$5.0K
45
清仓
CBSH
COMMERCE BANCSHARES INC COM
-$5.0K
0
-100%
建仓
MMS
MAXIMUS INC COM
+$5.0K
55
增持
—
LINDE PLC SHS
+$5.0K
46
+28%
建仓
BKE
BUCKLE INC COM
+$4.9K
84
清仓
ANSS
ANSYS INC COM
-$4.9K
0
-100%
减持
CPK
CHESAPEAKE UTILS CORP COM
-$4.9K
20
-68%
增持
USFD
US FOODS HLDG CORP COM
+$4.9K
134
+91%
增持
SITM
SITIME CORP COM
+$4.9K
31
+48%
增持
AEIS
ADVANCED ENERGY INDS COM
+$4.8K
86
+16%
增持
MWA
MUELLER WTR PRODS INC COM SER A
+$4.8K
280
+189%
减持
EQIX
EQUINIX INC COM
-$4.8K
3
-67%
增持
BWA
BORGWARNER INC COM
+$4.8K
286
+23%
减持
MGEE
MGE ENERGY INC COM
-$4.6K
28
-65%
清仓
DEO
DIAGEO PLC SPON ADR NEW
-$4.5K
0
-100%
增持
DY
DYCOM INDS INC COM
+$4.5K
44
+29%
减持
—
WILLIS TOWERS WATSON PLC LTD SHS
-$4.5K
2
-88%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.5K
45
增持
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
+$4.5K
456
+508%
增持
AXP
AMERICAN EXPRESS CO COM
+$4.5K
49
+32%
增持
MCD
MCDONALDS CORP COM
+$4.5K
57
+30%
建仓
—
ROYALTY PHARMA PLC SHS CLASS A
+$4.4K
126
