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 |
|---|---|---|---|---|---|---|---|---|
| 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 |