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Berkeley, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Berkeley, Inc

报告期 2026-03-31 · CIK 0002051965

持仓数

81

前50大市值合计

$286.0M

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 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1 20Q4

23Q4 调仓2023-09-30 → 2023-12-31 · 共 81 项建仓 2增持 22减持 43清仓 14

方向

标的

Δ市值

现股数(环比)

建仓

DFAT DIMENSIONAL ETF TRUST

+$3.8M

72,548

增持

SCHD SCHWAB STRATEGIC TR

+$2.4M

236,164 +7%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$2.1M

0 -100%

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。

清仓

IMCG ISHARES TR

-$2.1M

0 -100%

清仓

VIOG VANGUARD ADMIRAL FDS INC

-$2.0M

0 -100%

增持

OPPJ WISDOMTREE TR

+$1.8M

93,790 +168%

增持

UNP UNION PAC CORP

+$1.6M

14,800 +49%

增持

MKL MARKEL GROUP INC

+$1.3M

2,054 +87%

清仓

DDLS WISDOMTREE TR

-$1.2M

0 -100%

增持

LOW LOWES COS INC

+$1.1M

35,560 +8%

减持

V VISA INC

+$1.0M

35,565 -1%

增持

DG DOLLAR GEN CORP NEW

+$934.3K

13,613 +57%

清仓

PFE PFIZER INC

-$851.9K

0 -100%

增持

SCHY SCHWAB STRATEGIC TR

+$851.2K

204,136 +13%

增持

CSX CSX CORP

+$843.4K

113,883 +13%

清仓

FNDF SCHWAB STRATEGIC TR

-$742.2K

0 -100%

减持

ROST ROSS STORES INC

+$714.7K

33,347 -3%

清仓

STT STATE STR CORP

-$639.3K

0 -100%

增持

HSCZ ISHARES TR

+$574.3K

192,503 +6%

增持

OPPE WISDOMTREE TR

+$534.5K

26,431 +109%

减持

IHDG WISDOMTREE TR

+$496.4K

205,115 -2%

减持

IVV ISHARES TR

+$475.2K

10,824 -1%

减持

MSFT MICROSOFT CORP

+$473.5K

9,121 -3%

增持

ONEV SPDR SER TR

+$472.8K

34,947 +4%

增持

FYLD CAMBRIA ETF TR

+$456.3K

110,959 +11%

减持

VBR VANGUARD INDEX FDS

+$427.7K

36,429 -5%

增持

DBEU DBX ETF TR

+$412.0K

29,896 +48%

增持

DBEF DBX ETF TR

+$409.2K

62,737 +15%

清仓

MMM 3M CO

-$403.1K

0 -100%

减持

VOE VANGUARD INDEX FDS

+$390.5K

33,875 -2%

减持

TSI TCW STRATEGIC INCOME FD INC

-$390.3K

1,134,187 -7%

减持

SCHX SCHWAB STRATEGIC TR

+$387.7K

77,408 -2%

增持

VOO VANGUARD INDEX FDS

+$355.1K

5,665 +5%

减持

MA MASTERCARD INCORPORATED

+$345.2K

12,073 -1%

减持

EWBC EAST WEST BANCORP INC

+$285.6K

15,103 -1%

清仓

CSB VICTORY PORTFOLIOS II

-$273.3K

0 -100%

建仓

AOR ISHARES TR

+$269.2K

5,061

清仓

VEA VANGUARD TAX-MANAGED FDS

-$243.0K

0 -100%

减持

WSM WILLIAMS SONOMA INC

+$239.0K

5,607 -2%

减持

XSVM INVESCO EXCHANGE TRADED FD T

-$234.8K

12,532 -34%

清仓

CATY CATHAY GEN BANCORP

-$231.1K

0 -100%

清仓

JNJ JOHNSON & JOHNSON

-$209.3K

0 -100%

清仓

ADP AUTOMATIC DATA PROCESSING IN

-$203.3K

0 -100%

清仓

VTRS VIATRIS INC

-$178.7K

0 -100%

减持

— BLACKROCK INC

+$149.0K

966 -2%

减持

AMGN AMGEN INC

+$145.5K

8,138 -1%

减持

MRK MERCK & CO INC

+$138.3K

28,671 -1%

减持

CSCO CISCO SYS INC

-$125.6K

27,744 -2%

减持

IWS ISHARES TR

+$106.9K

9,701 -1%

减持

SMLV SPDR SER TR

+$94.4K

8,336 -2%

减持

SCZ ISHARES TR

+$80.5K

17,280 -1%

减持

IWN ISHARES TR

+$63.0K

4,794 -5%

减持

USMV ISHARES TR

-$60.7K

7,472 -16%

减持

VTI VANGUARD INDEX FDS

+$53.8K

3,479 -4%

减持

HD HOME DEPOT INC

+$51.5K

1,825 -5%

增持

IWF ISHARES TR

+$46.9K

1,254 +0%

增持

DON WISDOMTREE TR

+$46.2K

9,762 +0%

减持

OIA INVESCO MUNI INCOME OPP TRST

-$45.3K

25,204 -29%

减持

VHT VANGUARD WORLD FDS

-$43.6K

1,137 -19%

减持

REG REGENCY CTRS CORP

+$43.1K

47,614 -10%

减持

SDY SPDR SER TR

+$38.2K

5,394 -2%

减持

SCHA SCHWAB STRATEGIC TR

+$37.3K

23,049 -9%

增持

IWD ISHARES TR

+$34.8K

2,583 +0%

减持

LGLV SPDR SER TR

+$34.8K

3,996 -2%

减持

IEFA ISHARES TR

+$32.0K

6,716 -2%

减持

ORCL ORACLE CORP

-$25.0K

2,423 -8%

减持

TJX TJX COS INC NEW

+$22.9K

8,542 -2%

减持

GNTX GENTEX CORP

-$22.5K

50,754 -2%

增持

VYM VANGUARD WHITEHALL FDS

+$21.2K

2,403 +1%

减持

HEFA ISHARES TR

+$21.1K

28,083 -2%

减持

SCHM SCHWAB STRATEGIC TR

+$19.9K

6,960 -7%

减持

IWC ISHARES TR

+$19.3K

2,057 -6%

增持

GWX SPDR INDEX SHS FDS

+$18.8K

7,161 +0%

增持

VTV VANGUARD INDEX FDS

+$17.3K

1,467 +0%

增持

PAYX PAYCHEX INC

+$15.3K

3,860 +0%

减持

SMMV ISHARES TR

+$14.5K

12,572 -4%

减持

VONG VANGUARD SCOTTSDALE FDS

+$14.5K

3,247 -7%

减持

CP CANADIAN PACIFIC KANSAS CITY

+$13.3K

2,884 -0%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$12.0K

686 -7%

减持

VB VANGUARD INDEX FDS

+$7.6K

1,085 -8%

减持

XMMO INVESCO EXCHANGE TRADED FD T

+$2.5K

3,087 -10%