Bernicke Wealth Management, Ltd.
ALTOONA WI · SEC CIK 0001569863
$8.61亿2026Q2 申报市值
111持仓数
81.8%前十大占比 · 第一大 18.8%
9 / 2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
VCIT 加仓+$710.38万
RSP 加仓+$243.92万
DIMENSIONAL ETF 加仓+$164.35万
DIMENSIONAL ETF 加仓+$136.81万
BBHY 加仓+$131.01万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$44.35万
HON 减仓-$24.34万
HAL 清仓-$22.43万
PG 减仓-$21.16万
NOW 清仓-$20.48万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $840.33万 | 0.98% | 53,541 | -335 | -0.6% | -$5.26万 | 减仓 |
| GOOGL | ALPHABET INC | $1,049.95万 | 1.22% | 29,380 | 248 | 0.9% | $8.86万 | 加仓 |
| AAPL | APPLE INC | $1,088.69万 | 1.26% | 37,624 | -450 | -1.2% | -$13.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,095.88万 | 1.27% | 54,769 | 549 | 1.0% | $10.99万 | 加仓 |
| EMB | ISHARES TR | $2,028.16万 | 2.35% | 210,303 | 8,569 | 4.2% | $82.64万 | 加仓 |
| MUB | ISHARES TR | $2,265.83万 | 2.63% | 210,540 | 7,732 | 3.8% | $83.21万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $2,969.22万 | 3.45% | 644,153 | 28,421 | 4.6% | $131.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,864.69万 | 7.97% | 833,700 | 16,615 | 2.0% | $136.81万 | 加仓 |
| ACWI | ISHARES TR | $7,605.96万 | 8.83% | 484,549 | 7,114 | 1.5% | $111.67万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,178.78万 | 9.50% | 384,396 | 11,464 | 3.1% | $243.92万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,295.96万 | 9.63% | 2,226,505 | 25,869 | 1.2% | $96.39万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.49亿 | 17.36% | 1,808,658 | 85,950 | 5.0% | $710.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.62亿 | 18.83% | 1,978,011 | 20,048 | 1.0% | $164.35万 | 加仓 |