Berkshire Money Management, Inc.
DALTON MA · SEC CIK 0001535172
$9.76亿2026Q1 申报市值
52持仓数
70.7%前十大占比 · 第一大 22.6%
5 / 84新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INNOVATOR ETFS T 新建仓+$6,381.04万
VEA 新建仓+$2,919.79万
PNOV 加仓+$2,398.10万
IDV 新建仓+$2,244.81万
INNOVATOR ETFS T 新建仓+$891.05万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$5,391.39万
XLU 减仓-$2,570.21万
IWF 减仓-$2,374.51万
PJUN 减仓-$2,204.15万
QQQ 减仓-$2,026.78万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,556 | -100.0% | -$348.45万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -13,878 | -100.0% | -$347.37万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -6,498 | -100.0% | -$314.23万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -6,500 | -100.0% | -$222.93万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -5,584 | -100.0% | -$193.25万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -6,200 | -100.0% | -$173.07万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -5,264 | -100.0% | -$164.76万 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,295 | -100.0% | -$163.64万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,420 | -100.0% | -$139.14万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -2,163 | -100.0% | -$130.50万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,347 | -100.0% | -$120.54万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -6,428 | -100.0% | -$117.89万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,569 | -100.0% | -$107.44万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$105.32万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,394 | -100.0% | -$83.51万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,612 | -100.0% | -$81.03万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,989 | -100.0% | -$69.76万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,679 | -100.0% | -$69.30万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -702 | -100.0% | -$60.55万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,188 | -100.0% | -$58.90万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,765 | -100.0% | -$55.39万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,616 | -100.0% | -$52.06万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -10,192 | -100.0% | -$50.15万 | 清仓 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | -3,228 | -100.0% | -$49.12万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,085 | -100.0% | -$48.79万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -552 | -100.0% | -$48.52万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,578 | -100.0% | -$46.98万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,166 | -100.0% | -$46.21万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$44.98万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,864 | -100.0% | -$44.42万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -2,056 | -100.0% | -$44.03万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2,142 | -100.0% | -$43.88万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,936 | -100.0% | -$42.03万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -729 | -100.0% | -$41.62万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -5,858 | -100.0% | -$40.95万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,922 | -100.0% | -$40.66万 | 清仓 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,204 | -100.0% | -$38.58万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$38.24万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -346 | -100.0% | -$37.14万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -2,500 | -100.0% | -$37.04万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -3,483 | -100.0% | -$34.97万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -2,431 | -100.0% | -$34.84万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,640 | -100.0% | -$33.94万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -2,528 | -100.0% | -$33.55万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -989 | -100.0% | -$33.30万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -2,973 | -100.0% | -$32.76万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -8,869 | -100.0% | -$32.15万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$32.00万 | 清仓 |
| POCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,046 | -100.0% | -$30.95万 | 清仓 |
| DLN | WISDOMTREE TR | $0 | 0.00% | 0 | -3,500 | -100.0% | -$30.83万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,119 | -100.0% | -$30.35万 | 清仓 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,329 | -100.0% | -$29.58万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,175 | -100.0% | -$29.51万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -994 | -100.0% | -$29.03万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -3,222 | -100.0% | -$28.42万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,536 | -100.0% | -$27.24万 | 清仓 |
| BMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,072 | -100.0% | -$27.21万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,165 | -100.0% | -$27.13万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,323 | -100.0% | -$25.88万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -4,862 | -100.0% | -$25.69万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,637 | -100.0% | -$25.50万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,485 | -100.0% | -$25.39万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$25.32万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -982 | -100.0% | -$25.26万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -434 | -100.0% | -$24.86万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -811 | -100.0% | -$24.65万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,604 | -100.0% | -$24.64万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,591 | -100.0% | -$24.29万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,875 | -100.0% | -$23.11万 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,173 | -100.0% | -$22.37万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -620 | -100.0% | -$21.90万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,963 | -100.0% | -$21.58万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -651 | -100.0% | -$21.49万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,882 | -100.0% | -$21.26万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,084 | -100.0% | -$21.15万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -791 | -100.0% | -$20.95万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,396 | -100.0% | -$20.86万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -821 | -100.0% | -$20.76万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,442 | -100.0% | -$20.70万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -801 | -100.0% | -$20.66万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,146 | -100.0% | -$20.61万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,751 | -100.0% | -$20.38万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,537 | -100.0% | -$20.29万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,513 | -100.0% | -$20.18万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $25.52万 | 0.03% | 13,004 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $41.17万 | 0.04% | 20,159 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $52.76万 | 0.05% | 10,801 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $56.52万 | 0.06% | 28,942 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $61.00万 | 0.06% | 12,687 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $64.34万 | 0.07% | 12,055 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $73.35万 | 0.08% | 15,984 | -560,081 | -97.2% | -$2,570.21万 | 减仓 |
| IGV | ISHARES TR | $89.90万 | 0.09% | 11,230 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $92.11万 | 0.09% | 21,410 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $95.07万 | 0.10% | 10,251 | 189 | 1.9% | $1.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.45万 | 0.10% | 37,530 | -1,421 | -3.6% | -$3.65万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $104.69万 | 0.11% | 21,374 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $106.12万 | 0.11% | 10,542 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $123.83万 | 0.13% | 23,219 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $139.67万 | 0.14% | 17,620 | -893 | -4.8% | -$7.08万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $173.18万 | 0.18% | 34,856 | -374 | -1.1% | -$1.86万 | 减仓 |