Berkeley Capital Partners, LLC
Milton GA · SEC CIK 0001667694
$4.86亿2026Q2 申报市值
203持仓数
50.9%前十大占比 · 第一大 20.4%
30 / 13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
VAW 新建仓+$925.75万
BIL 加仓+$324.35万
GDX 加仓+$173.67万
SPY 加仓+$153.24万
VCLT 加仓+$117.47万
2026Q2 卖出最多 按季末市值估算
VDE 减仓-$784.04万
RING 清仓-$95.90万
VGT 减仓-$84.62万
PFE 减仓-$75.50万
MDT 减仓-$73.77万
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 |
|---|---|---|---|---|---|---|---|---|
| BIZD | VANECK ETF TRUST | $559.07万 | 1.15% | 441,601 | 22,398 | 5.3% | $28.36万 | 加仓 |
| BIL | SPDR SERIES TRUST | $566.24万 | 1.17% | 61,789 | 35,394 | 134.1% | $324.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $574.92万 | 1.18% | 28,733 | -350 | -1.2% | -$7.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $593.52万 | 1.22% | 73,665 | 2,169 | 3.0% | $17.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $620.40万 | 1.28% | 16,632 | 875 | 5.6% | $32.64万 | 加仓 |
| TLT | ISHARES TR | $692.66万 | 1.43% | 80,150 | 7,489 | 10.3% | $64.72万 | 加仓 |
| VAW | VANGUARD WORLD FD | $925.75万 | 1.91% | 40,463 | 40,463 | — | $925.75万 | 新建仓 |
| COSO | COASTALSOUTH BANCSHARES INC | $956.91万 | 1.97% | 356,390 | -4,172 | -1.2% | -$11.20万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,033.52万 | 2.13% | 152,978 | 6,927 | 4.7% | $46.80万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,060.71万 | 2.18% | 183,928 | 3,214 | 1.8% | $18.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,409.89万 | 2.90% | 19,146 | -46 | -0.2% | -$3.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,560.21万 | 3.21% | 186,294 | 3,665 | 2.0% | $30.69万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,791.06万 | 3.69% | 238,015 | 15,611 | 7.0% | $117.47万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,629.47万 | 5.41% | 318,145 | -8,282 | -2.5% | -$68.45万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,454.55万 | 7.11% | 218,601 | 4,799 | 2.2% | $75.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,913.05万 | 20.40% | 132,746 | 2,052 | 1.6% | $153.24万 | 加仓 |