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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 93
减持 27
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$3.4M
311,497
+3%
增持
VTV
VANGUARD VALUE ETF
+$2.1M
175,329
+4%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.9M
100,320
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。
+131%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.8M
459,348
+6%
增持
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$1.8M
440,015
+6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.4M
380,203
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.4M
62,532
+1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.1M
64,302
+21%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$1.1M
769,879
+8%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$938.0K
148,108
+0%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$926.2K
664,742
+8%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$858.8K
39,618
+96%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$820.4K
522,686
+2%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$585.8K
262,512
+3%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$561.7K
17,033
+72%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$479.2K
30,150
+143%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$469.2K
210,668
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$293.2K
10,193
-4%
增持
CLCG
CROSSMARK LARGE CAP GROWTH ETF
-$292.6K
449,523
+8%
减持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
-$275.7K
132,486
-6%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$246.9K
11,420
-4%
建仓
MPB
MID PENN BANCORP INC COM
+$231.2K
7,189
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$209.0K
404
-91%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$193.5K
51,052
+15%
减持
AMZN
AMAZON COM INC COM
-$165.2K
807
-44%
减持
SLV
iShares Silver Trust ETF
-$142.9K
197
-92%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$133.9K
100,745
+10%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$133.9K
17,853
-3%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$132.0K
1,465
-4%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$104.5K
0
-100%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
-$74.7K
33,059
+8%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$69.6K
5,872
-1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$59.3K
41,782
+3%
清仓
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
-$56.0K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$48.5K
1,859
-0%
增持
AMAT
APPLIED MATLS INC COM
+$42.8K
299
+29%
减持
FLIN
FRANKLIN FTSE INDIA ETF
-$38.1K
206
-82%
减持
FLTW
FRANKLIN FTSE TAIWAN ETF
-$37.5K
91
-87%
增持
GLD
SPDR Gold Shares ETF
+$37.5K
918
+2%
增持
FULT
FULTON FINL CORP PA COM
+$36.4K
18,305
+5%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$33.3K
21,335
-4%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$33.0K
1,005
+3%
增持
—
EXXON MOBIL CORP COM
+$31.8K
489
+15%
增持
AAPL
APPLE INC COM
-$28.9K
5,744
+5%
增持
THO
THOR INDS INC COM
-$26.6K
1,188
+0%
减持
TSLA
TESLA INC COM
-$23.0K
283
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$21.8K
226
+31%
减持
JNJ
JOHNSON & JOHNSON COM
-$21.6K
48
-70%
增持
MU
MICRON TECHNOLOGY INC COM
+$20.6K
132
+57%
增持
EXC
EXELON CORP COM
+$19.7K
3,507
+0%
增持
MSFT
MICROSOFT CORP COM
+$19.5K
919
+39%
增持
CVX
CHEVRON CORPORATION COM
+$19.5K
246
+19%
增持
VHT
VANGUARD HEALTH CARE ETF
-$18.6K
2,592
+3%
建仓
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
+$18.5K
104
减持
ABBV
ABBVIE INC COM
-$17.7K
30
-72%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$17.1K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$16.5K
49
+250%
增持
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$16.0K
211
+10450%
减持
GOOG
ALPHABET INC CAP STK CL C
-$15.7K
363
-5%
增持
ASTS
AST SPACEMOBILE INC COM CL A
+$15.4K
910
+10%
增持
LITE
LUMENTUM HLDGS INC COM
+$15.4K
34
+48%
增持
KNF
KNIFE RIVER CORP COMMON STOCK
+$14.7K
198
+843%
增持
UL
UNILEVER PLC SPON ADR NEW
+$14.5K
322
+446%
清仓
SAN
BANCO SANTANDER SA ADR
-$14.2K
0
-100%
增持
KVUE
KENVUE INC COM
+$14.0K
873
+1380%
增持
PG
PROCTER & GAMBLE CO COM
+$13.9K
167
+135%
减持
V
VISA INC COM CL A
-$13.8K
97
-21%
增持
T
AT&T INC COM
+$13.8K
561
+455%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$13.6K
252
-29%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$13.3K
612
+43%
增持
SAP
SAP SE SPON ADR
+$13.3K
86
+1333%
建仓
PIPR
PIPER SANDLER COMPANIES COM NEW
+$13.2K
173
增持
META
META PLATFORMS INC CL A
-$13.2K
158
+1%
建仓
LKQ
LKQ CORP COM
+$13.0K
441
增持
CRM
SALESFORCE INC COM
+$12.7K
132
+193%
建仓
RELX
RELX PLC SPONSORED ADR
+$12.5K
378
清仓
TM
TOYOTA MOTOR CORP ADS
-$12.2K
0
-100%
增持
AEIS
ADVANCED ENERGY INDS COM
+$12.1K
96
+7%
减持
PRU
PRUDENTIAL FINL INC COM
-$11.8K
712
-1%
建仓
MKTX
MARKETAXESS HLDGS INC COM
+$11.7K
71
增持
INTC
INTEL CORP COM
+$11.2K
1,160
+7%
增持
GEV
GE VERNOVA INC COM
+$11.2K
39
+11%
增持
PPL
PPL CORP COM
+$11.0K
3,072
+1%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$10.9K
22
+29%
建仓
WAY
WAYSTAR HLDG CORP COM
+$10.8K
448
清仓
—
ASTRAZENECA PLC ORD
-$10.8K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$10.7K
41
+28%
增持
FORM
FORMFACTOR INC COM
+$10.6K
191
+35%
增持
PTCT
PTC THERAPEUTICS INC COM
+$10.6K
179
+752%
减持
ABT
ABBOTT LABORATORIES COM
-$10.6K
57
-56%
增持
HLN
HALEON PLC SPON ADS
+$10.5K
1,243
+561%
清仓
—
PIPER SANDLER COMPANIES COM
-$10.5K
0
-100%
建仓
CWST
CASELLA WASTE SYS INC CL A
+$10.3K
130
减持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
-$10.1K
1,830
-9%
建仓
CM
CANADIAN IMPERIAL BANK OF COMM COM
+$10.0K
106
减持
SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
-$10.0K
854
-31%
增持
TMUS
T-MOBILE US INC COM
+$9.9K
55
+588%
增持
—
THOMSON REUTERS CORP COM
+$9.9K
119
+1883%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$9.9K
26
+420%
建仓
EMN
EASTMAN CHEM CO COM
+$9.8K
129
增持
PCTY
PAYLOCITY HLDG CORP COM
+$9.8K
96
+2300%
增持
VIAV
VIAVI SOLUTIONS INC COM
+$9.7K
573
+9%
增持
SFM
SPROUTS FMRS MKT INC COM
+$9.7K
171
+289%
建仓
KHC
KRAFT HEINZ CO COM
+$9.6K
427
减持
IWM
ISHARES RUSSELL 2000 ETF
+$9.6K
5,574
-0%
增持
—
LINDE PLC SHS
+$9.5K
39
+70%
建仓
OR
OR ROYALTIES INC. COM SHS
+$9.5K
250
增持
VIRT
VIRTU FINL INC CL A
+$9.4K
350
+93%
增持
BCPC
BALCHEM CORP COM
+$9.4K
76
+230%
增持
ORCL
ORACLE CORP COM
+$9.3K
91
+333%
增持
KMX
CARMAX INC COM
+$9.1K
229
+2190%
增持
LLY
ELI LILLY & CO COM
+$9.1K
66
+38%
增持
HIG
HARTFORD INSURANCE GROUP INC COM
+$9.0K
73
+1117%
建仓
SFD
SMITHFIELD FOODS INC COM
+$9.0K
321
增持
NFLX
NETFLIX INC. COM
+$8.9K
310
+39%
增持
PGR
PROGRESSIVE CORP COM
+$8.8K
66
+247%
增持
FDS
FACTSET RESH SYS INC COM
+$8.7K
47
+840%
增持
KO
COCA COLA CO COM
+$8.7K
803
+7%
增持
RY
ROYAL BK CDA COM
+$8.7K
179
+50%
减持
PKST
PEAKSTONE REALTY TRUST COMMON SHARES
-$8.6K
37
-94%
增持
TGT
TARGET CORP COM
+$8.6K
80
+627%
增持
DOCN
DIGITALOCEAN HLDGS INC COM
+$8.5K
149
+69%
清仓
FBCG
FIDELITY BLUE CHIP GROWTH ETF
-$8.5K
0
-100%
增持
VSAT
VIASAT INC COM
+$8.4K
216
+414%
增持
SNEX
STONEX GROUP INC COM
+$8.4K
148
+300%
建仓
AMTM
AMENTUM HOLDINGS INC COM
+$8.4K
322
清仓
JMOM
JPMORGAN U.S. MOMENTUM FACTOR ETF
-$8.4K
0
-100%
增持
BOX
BOX INC CL A
+$8.4K
374
+2238%
增持
AVGO
BROADCOM INC COM
+$8.4K
377
+20%
建仓
FSSL
FS SPECIALTY LENDING FD COM SH BEN INT
+$8.3K
664
增持
MATX
MATSON INC COM
+$8.3K
74
+139%
增持
MDLZ
MONDELEZ INTL INC CL A
+$8.2K
170
+486%
减持
RKT
ROCKET COS INC COM CL A
-$8.2K
704
-25%
增持
F
FORD MTR CO COM
-$8.1K
6,768
+3%
增持
HTO
H2O AMERICA COM
+$8.1K
155
+675%
增持
ITGR
INTEGER HLDGS CORP COM
+$8.1K
101
+910%
建仓
MHK
MOHAWK INDS INC COM
+$8.1K
82
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$8.0K
33
+371%
建仓
ACI
ALBERTSONS COMPANIES INC COMMON STOCK
+$8.0K
470
增持
RUSHA
RUSH ENTERPRISES INC CL A
+$7.9K
161
+216%
增持
LAMR
LAMAR ADVERTISING CO CL A
+$7.9K
66
+1550%
增持
LBRT
LIBERTY ENERGY INC COM CL A
+$7.7K
356
+162%
清仓
TGNA
TEGNA INC COM
-$7.7K
0
-100%
建仓
—
WEBULL CORP ORD SHS
+$7.6K
1,588
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$7.6K
48
-26%
增持
ESE
ESCO TECHNOLOGIES INC COM
+$7.6K
63
+21%
增持
ADI
ANALOG DEVICES INC COM
+$7.5K
62
+38%
建仓
GIB
CGI INC CL A SUB VTG
+$7.4K
101
增持
MIR
MIRION TECHNOLOGIES INC COM CL A
+$7.4K
454
+887%
清仓
TFX
TELEFLEX INCORPORATED COM
-$7.3K
0
-100%
