Berkshire Money Management, Inc.
DALTON MA · SEC CIK 0001535172
$10.94亿2026Q2 申报市值
56持仓数
71.7%前十大占比 · 第一大 22.9%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
QQQ 加仓+$493.91万
INNOVATOR ETFS T 加仓+$417.72万
VEA 加仓+$184.52万
STM 新建仓+$148.13万
RSP 加仓+$104.53万
2026Q2 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$616.65万
KRE 清仓-$548.18万
SPY 减仓-$245.91万
BFEB 减仓-$240.56万
PJUN 减仓-$225.38万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -84,141 | -100.0% | -$548.18万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -10,542 | -100.0% | -$106.12万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -10,251 | -100.0% | -$95.07万 | 清仓 |
| IBDV | ISHARES TR | $25.11万 | 0.02% | 11,520 | 11,520 | — | $25.11万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $25.51万 | 0.02% | 13,004 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $29.51万 | 0.03% | 11,687 | 11,687 | — | $29.51万 | 新建仓 |
| IBDU | ISHARES TR | $29.54万 | 0.03% | 12,756 | 12,756 | — | $29.54万 | 新建仓 |
| IBDS | ISHARES TR | $29.58万 | 0.03% | 12,213 | 12,213 | — | $29.58万 | 新建仓 |
| IBDW | ISHARES TR | $29.64万 | 0.03% | 14,224 | 14,224 | — | $29.64万 | 新建仓 |
| IBDX | ISHARES TR | $30.95万 | 0.03% | 12,288 | 12,288 | — | $30.95万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $41.05万 | 0.04% | 20,159 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $51.65万 | 0.05% | 26,453 | -2,489 | -8.6% | -$4.86万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $52.88万 | 0.05% | 11,663 | -4,321 | -27.0% | -$19.59万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $57.91万 | 0.05% | 10,801 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $66.90万 | 0.06% | 12,687 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $71.15万 | 0.07% | 12,055 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $101.74万 | 0.09% | 11,230 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $102.36万 | 0.09% | 21,410 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $106.20万 | 0.10% | 37,421 | -109 | -0.3% | -$3,093 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $113.84万 | 0.10% | 21,374 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $136.69万 | 0.12% | 23,219 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $138.78万 | 0.13% | 17,560 | -60 | -0.3% | -$4,742 | 减仓 |
| STM | STMICROELECTRONICS N V | $148.13万 | 0.14% | 19,780 | 19,780 | — | $148.13万 | 新建仓 |
| — | EXXON MOBIL CORP | $153.30万 | 0.14% | 11,212 | -224 | -2.0% | -$3.06万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $184.86万 | 0.17% | 34,038 | -818 | -2.3% | -$4.44万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $215.43万 | 0.20% | 44,137 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $221.36万 | 0.20% | 55,618 | -34,512 | -38.3% | -$137.36万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $251.00万 | 0.23% | 58,061 | -52,136 | -47.3% | -$225.38万 | 减仓 |
| AMZN | AMAZON COM INC | $287.37万 | 0.26% | 12,057 | 985 | 8.9% | $23.48万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $294.73万 | 0.27% | 55,587 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $341.99万 | 0.31% | 17,092 | -1,017 | -5.6% | -$20.35万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $361.72万 | 0.33% | 79,793 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $503.51万 | 0.46% | 95,648 | -45,698 | -32.3% | -$240.56万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $640.17万 | 0.58% | 52,469 | -175 | -0.3% | -$2.14万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $678.88万 | 0.62% | 148,779 | -600 | -0.4% | -$2.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $772.17万 | 0.71% | 269,755 | -215,422 | -44.4% | -$616.65万 | 减仓 |
| AAPL | APPLE INC | $793.63万 | 0.73% | 27,427 | 244 | 0.9% | $7.06万 | 加仓 |
| GRNY | TIDAL TRUST I | $813.58万 | 0.74% | 294,243 | -10,242 | -3.4% | -$28.32万 | 减仓 |
| IWM | ISHARES TR | $931.66万 | 0.85% | 31,009 | 3,148 | 11.3% | $94.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $968.67万 | 0.89% | 263,759 | 6,913 | 2.7% | $25.39万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,685.90万 | 1.54% | 174,941 | 2,290 | 1.3% | $22.07万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $2,218.77万 | 2.03% | 243,260 | -7,146 | -2.9% | -$65.18万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,223.42万 | 2.03% | 213,872 | -1,286 | -0.6% | -$13.37万 | 减仓 |
| IDV | ISHARES TR | $2,284.04万 | 2.09% | 551,300 | 23,853 | 4.5% | $98.82万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,315.99万 | 2.12% | 252,727 | -940 | -0.4% | -$8.61万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,335.39万 | 2.13% | 224,341 | -10,211 | -4.4% | -$106.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,481.36万 | 2.27% | 288,061 | -881 | -0.3% | -$7.59万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $2,699.71万 | 2.47% | 608,729 | 9,951 | 1.7% | $44.13万 | 加仓 |
| IWF | ISHARES TR | $2,944.96万 | 2.69% | 237,171 | 1,095 | 0.5% | $13.60万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,299.08万 | 3.01% | 423,447 | 1,881 | 0.4% | $14.65万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,431.01万 | 3.13% | 481,545 | 25,898 | 5.7% | $184.52万 | 加仓 |
| IVE | ISHARES TR | $3,437.03万 | 3.14% | 151,371 | 463 | 0.3% | $10.51万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $4,208.51万 | 3.85% | 1,681,386 | 78 | 0.0% | $1,952 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,599.09万 | 6.03% | 278,890 | -721 | -0.3% | -$17.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,624.49万 | 6.05% | 311,345 | 4,913 | 1.6% | $104.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7,476.60万 | 6.83% | 2,357,804 | 131,732 | 5.9% | $417.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,600.27万 | 6.94% | 103,208 | 6,707 | 7.0% | $493.91万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.07亿 | 9.75% | 204,256 | -889 | -0.4% | -$46.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.51亿 | 22.94% | 336,187 | -3,293 | -1.0% | -$245.91万 | 减仓 |