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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $194.02万 | 0.20% | 11,436 | 1,074 | 10.4% | $18.22万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $202.89万 | 0.21% | 44,137 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $230.60万 | 0.24% | 11,072 | 36 | 0.3% | $7,498 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $266.74万 | 0.27% | 55,587 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $315.82万 | 0.32% | 18,109 | 1,558 | 9.4% | $27.17万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $326.72万 | 0.33% | 90,130 | -10,334 | -10.3% | -$37.46万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $339.20万 | 0.35% | 79,793 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $460.92万 | 0.47% | 110,197 | -526,971 | -82.7% | -$2,204.15万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $518.70万 | 0.53% | 52,644 | -2,724 | -4.9% | -$26.84万 | 减仓 |
| KRE | SPDR SERIES TRUST | $548.18万 | 0.56% | 84,141 | 84,141 | — | $548.18万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $623.24万 | 0.64% | 149,379 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $674.25万 | 0.69% | 141,346 | -15 | -0.0% | -$716 | 减仓 |
| AAPL | APPLE INC | $689.88万 | 0.71% | 27,183 | 233 | 0.9% | $5.91万 | 加仓 |
| IWM | ISHARES TR | $690.94万 | 0.71% | 27,861 | 20,793 | 294.2% | $515.66万 | 加仓 |
| GRNY | TIDAL TRUST I | $726.81万 | 0.74% | 304,485 | 16,956 | 5.9% | $40.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $891.05万 | 0.91% | 256,846 | 256,846 | — | $891.05万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1,300.69万 | 1.33% | 485,177 | -2,011,067 | -80.6% | -$5,391.39万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1,361.90万 | 1.39% | 234,552 | -11,068 | -4.5% | -$64.27万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $1,477.69万 | 1.51% | 250,406 | 9,348 | 3.9% | $55.16万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,652.62万 | 1.69% | 172,651 | 16,594 | 10.6% | $158.84万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,080.58万 | 2.13% | 215,158 | 2,544 | 1.2% | $24.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,103.45万 | 2.15% | 48,157 | -6,322 | -11.6% | -$276.14万 | 减仓 |
| IDV | ISHARES TR | $2,244.81万 | 2.30% | 527,447 | 527,447 | — | $2,244.81万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $2,324.60万 | 2.38% | 253,667 | 2,373 | 0.9% | $21.75万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $2,446.61万 | 2.51% | 598,778 | 586,907 | 4,944.0% | $2,398.10万 | 加仓 |
| IWF | ISHARES TR | $2,516.59万 | 2.58% | 59,019 | -55,687 | -48.5% | -$2,374.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,919.79万 | 2.99% | 455,647 | 455,647 | — | $2,919.79万 | 新建仓 |
| IVE | ISHARES TR | $3,186.41万 | 3.26% | 150,908 | -1,456 | -1.0% | -$30.74万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3,305.50万 | 3.39% | 421,566 | 14,721 | 3.6% | $115.43万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $4,199.91万 | 4.30% | 1,681,308 | -74,471 | -4.2% | -$186.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5,569.87万 | 5.70% | 96,501 | -35,115 | -26.7% | -$2,026.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,881.04万 | 6.02% | 306,432 | 7,324 | 2.4% | $140.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,013.30万 | 6.16% | 279,611 | -3,476 | -1.2% | -$74.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6,381.04万 | 6.54% | 2,226,072 | 2,226,072 | — | $6,381.04万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $9,502.13万 | 9.73% | 205,145 | -1,429 | -0.7% | -$66.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.21亿 | 22.61% | 339,480 | -1,272 | -0.4% | -$82.72万 | 减仓 |