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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 64
减持 51
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.4M
431,766
+12%
增持
VTV
VANGUARD VALUE ETF
+$2.4M
168,965
+5%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$2.0M
618,067
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
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.0M
53,313
+53%
增持
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$1.8M
414,551
+20%
增持
CLCG
CROSSMARK LARGE CAP GROWTH ETF
+$1.7M
416,918
+18%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.6M
303,644
+3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.5M
368,635
+2%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.2M
43,420
减持
BIBL
INSPIRE 100 ETF
-$1.1M
178,958
-13%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.1M
513,235
+3%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$1.0M
714,733
+6%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$972.9K
40,424
+199%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$921.9K
91,866
+8%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$731.3K
147,388
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$686.5K
61,701
-1%
增持
SOVF
Sovereigns Capital Flourish Fund
+$646.4K
133,326
+24%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$629.0K
254,682
+7%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$281.1K
20,239
+60%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$238.4K
1,863
+31%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$234.1K
12,395
+221%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$206.8K
30,746
+8%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$206.4K
5,953
-24%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
-$203.1K
0
-100%
建仓
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+$169.6K
6,521
建仓
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$169.6K
7,489
减持
CEG
CONSTELLATION ENERGY CORP COM
-$158.0K
1,532
-28%
减持
NVDA
NVIDIA CORPORATION COM
-$156.8K
3,120
-21%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$140.9K
228
-51%
增持
MSFT
MICROSOFT CORP COM
+$113.5K
663
+66%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$104.5K
5,577
-9%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
-$99.5K
141,546
-2%
增持
MRK
MERCK & CO INC COM
+$91.0K
1,158
+215%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$89.6K
44,245
+4%
增持
GLD
SPDR Gold Shares ETF
+$87.0K
902
+19%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$86.6K
22,138
-0%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$81.7K
204,934
+3%
增持
VHT
VANGUARD HEALTH CARE ETF
+$78.2K
2,517
+1%
减持
EXC
EXELON CORP COM
-$76.1K
3,493
-31%
减持
AAPL
APPLE INC COM
+$67.4K
5,469
-2%
增持
META
META PLATFORMS INC CL A
+$66.2K
157
+208%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$64.7K
4,522
+2%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$55.6K
1,820
-16%
增持
AMZN
AMAZON COM INC COM
+$38.4K
1,444
+8%
增持
TSLA
TESLA INC COM
+$37.4K
285
+40%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$32.3K
11,859
-2%
清仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
-$31.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$28.6K
172
+50%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$27.9K
974
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$27.6K
382
+1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$23.4K
9,890
+3%
增持
TFC
TRUIST FINL CORP COM
+$16.5K
822
+57%
增持
F
FORD MTR CO COM
+$16.0K
6,574
+12%
增持
RKT
ROCKET COS INC COM CL A
+$15.4K
941
+558%
建仓
KEY
KEYCORP COM
+$14.9K
724
减持
SAP
SAP SE SPON ADR
-$14.8K
6
-90%
清仓
—
MR COOPER GROUP INC COM
-$14.8K
0
-100%
增持
SNDK
SANDISK CORP COM
+$13.9K
80
+78%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$13.9K
155
增持
NFLX
NETFLIX INC. COM
-$13.9K
223
+669%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$13.3K
0
-100%
减持
—
LINDE PLC SHS
-$12.0K
23
-50%
增持
MU
MICRON TECHNOLOGY INC COM
+$11.9K
84
+17%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$11.3K
0
-100%
减持
AMAT
APPLIED MATLS INC COM
+$11.3K
231
-2%
建仓
—
TOTALENERGIES SE ACT
+$11.0K
168
减持
BKNG
BOOKING HOLDINGS INC COM
-$10.9K
2
-50%
减持
PG
PROCTER & GAMBLE CO COM
-$10.9K
71
-48%
清仓
—
UNILEVER PLC SPON ADR NEW
-$10.8K
0
-100%
建仓
—
ASTRAZENECA PLC ORD
+$10.8K
117
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$10.5K
128
减持
PPL
PPL CORP COM
-$10.2K
3,038
-3%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
-$9.8K
215
-25%
增持
AVGO
BROADCOM INC COM
+$9.7K
313
+5%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$9.6K
18,407
-2%
增持
—
DUPONT DE NEMOURS INC COM
-$9.6K
260
+1%
减持
FULT
FULTON FINL CORP PA COM
+$9.4K
17,379
-1%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$9.2K
0
-100%
增持
PECO
PHILLIPS EDISON & CO INC COMMON STOCK
+$9.1K
298
+577%
建仓
LXP
LXP INDUSTRIAL TRUST COM
+$9.0K
182
清仓
RELX
RELX PLC SPONSORED ADR
-$8.9K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$8.5K
218
-25%
增持
COHR
COHERENT CORP COM
+$8.3K
89
+19%
增持
STBA
S & T BANCORP INC COM
+$8.2K
4,354
+0%
增持
PRU
PRUDENTIAL FINL INC COM
+$8.0K
721
+2%
增持
NGVT
INGEVITY CORP COM
+$8.0K
145
+1218%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$7.9K
427
-26%
清仓
—
IREN LIMITED ORDINARY SHARES
-$7.9K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$7.8K
425
+11%
减持
—
FERRARI N V COM
-$7.7K
8
-64%
建仓
ENVA
ENOVA INTL INC COM
+$7.7K
49
减持
SNPS
SYNOPSYS INC COM
-$7.6K
7
-68%
清仓
—
PREMIER INC CL A
-$7.5K
0
-100%
增持
ARWR
ARROWHEAD PHARMACEUTICALS INC COM
+$7.4K
188
+28%
增持
PTGX
PROTAGONIST THERAPEUTICS INC COM
+$7.3K
110
+224%
增持
KO
COCA COLA CO COM
+$7.3K
749
+10%
减持
AVAV
AEROVIRONMENT INC COM
-$7.3K
31
-34%
增持
V
VISA INC COM CL A
+$7.3K
123
+17%
建仓
PLMR
PALOMAR HLDGS INC COM
+$7.3K
54
减持
AEM
AGNICO EAGLE MINES LTD COM
-$7.2K
33
-57%
增持
NOW
SERVICENOW INC COM
-$7.1K
50
+213%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$7.0K
21
-66%
增持
SBCF
SEACOAST BKG CORP FLA COM NEW
+$7.0K
4,624
+2%
清仓
KGC
KINROSS GOLD CORP COM
-$6.9K
0
-100%
增持
SKY
CHAMPION HOMES INC COM
+$6.9K
141
+114%
清仓
—
LXP INDUSTRIAL TRUST COM
-$6.8K
0
-100%
增持
AME
AMETEK INC COM
+$6.7K
59
+103%
增持
BAC
BANK AMERICA CORP COM
+$6.6K
800
+10%
减持
CMCSA
COMCAST CORP NEW CL A
-$6.6K
81
-72%
减持
SHW
SHERWIN WILLIAMS CO COM
-$6.6K
2
-90%
减持
RBLX
ROBLOX CORP CL A
-$6.6K
21
-65%
减持
NVO
NOVO-NORDISK A S ADR
-$6.6K
25
-82%
增持
HL
HECLA MNG CO COM
+$6.6K
467
+139%
建仓
NMIH
NMI HLDGS INC COM
+$6.5K
160
减持
TMUS
T-MOBILE US INC COM
-$6.5K
8
-76%
建仓
ECG
EVERUS CONSTR GROUP COM
+$6.5K
76
建仓
LUMN
LUMEN TECHNOLOGIES INC COM
+$6.5K
834
建仓
PRM
PERIMETER SOLUTIONS INC COMMON STOCK
+$6.5K
235
建仓
—
CUSHMAN AND WAKEFIELD LTD COMMON SHARES
+$6.3K
391
建仓
PAY
PAYMENTUS HOLDINGS INC COM CL A
+$6.2K
195
增持
HUBG
HUB GROUP INC CL A
+$6.2K
231
+116%
减持
MP
MP MATERIALS CORP COM CL A
-$6.0K
154
-25%
减持
—
ANGLOGOLD ASHANTI PLC COM SHS
-$6.0K
9
-91%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$5.9K
15
-29%
清仓
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$5.9K
0
-100%
减持
MWA
MUELLER WTR PRODS INC COM SER A
-$5.9K
51
-82%
增持
CACI
CACI INTL INC CL A
+$5.9K
13
+550%
增持
RH
RH COM
+$5.9K
41
+486%
减持
ITRI
ITRON INC COM
-$5.9K
25
-62%
减持
VOO
VANGUARD S&P 500 ETF
-$5.9K
18
-36%
减持
BMI
BADGER METER INC COM
-$5.8K
15
-68%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$5.7K
42
-39%
减持
KAI
KADANT INC COM
-$5.7K
7
-73%
清仓
—
CUSHMAN WAKEFIELD PLC SHS
-$5.7K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$5.6K
3
-86%
增持
LNTH
LANTHEUS HLDGS INC COM
+$5.5K
91
+810%
增持
C
CITIGROUP INC COM NEW
+$5.5K
177
+19%
减持
KVUE
KENVUE INC COM
-$5.5K
59
-85%
增持
NFG
NATIONAL FUEL GAS CO COM
+$5.5K
119
+170%
建仓
GIL
GILDAN ACTIVEWEAR INC COM
+$5.4K
87
减持
OTIS
OTIS WORLDWIDE CORP COM
-$5.4K
8
-88%
增持
ACAD
ACADIA PHARMACEUTICALS INC COM
+$5.4K
242
+365%
减持
ADBE
ADOBE INC COM
-$5.3K
15
-50%
清仓
—
CNH INDL N V SHS
-$5.3K
0
-100%
增持
DE
DEERE & CO COM
+$5.3K
34
+48%
减持
PGR
PROGRESSIVE CORP COM
-$5.3K
19
-51%
建仓
DRVN
DRIVEN BRANDS HLDGS INC COM
+$5.3K
357
清仓
PRGS
PROGRESS SOFTWARE CORP COM
-$5.3K
0
-100%
减持
—
THOMSON REUTERS CORP COM
-$5.3K
6
-85%
减持
AZO
AUTOZONE INC COM
-$5.2K
1
-50%
