Bernardo Wealth Planning LLC
HARLEYSVILLE PA · SEC CIK 0001765595
$5.11亿2026Q1 申报市值
129持仓数
55.7%前十大占比 · 第一大 10.9%
8 / 4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
BIV 加仓+$428.11万
VYM 加仓+$278.84万
DFUS 加仓+$198.19万
CGCP 加仓+$79.96万
JPIE 加仓+$55.68万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$361.86万
RSP 减仓-$340.02万
MGV 减仓-$125.14万
MGK 减仓-$124.86万
JEPI 减仓-$110.73万
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 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$30.56万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -629 | -100.0% | -$22.22万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,932 | -100.0% | -$21.98万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,389 | -100.0% | -$21.79万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $7.17万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $9.21万 | 0.02% | 10,879 | 10,879 | — | $9.21万 | 新建仓 |
| — | CHICAGO ATLANTIC BDC INC | $9.60万 | 0.02% | 10,278 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.70万 | 0.04% | 2,722 | 2,722 | — | $20.70万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.79万 | 0.04% | 4,211 | 4,211 | — | $20.79万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.79万 | 0.04% | 3,674 | 1 | 0.0% | $57 | 加仓 |
| V | VISA INC | $20.95万 | 0.04% | 693 | -1 | -0.1% | -$302 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.17万 | 0.04% | 1,447 | 90 | 6.6% | $1.32万 | 加仓 |
| MO | ALTRIA GROUP INC | $21.31万 | 0.04% | 3,230 | 100 | 3.2% | $6,598 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.43万 | 0.04% | 621 | 621 | — | $21.43万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $21.66万 | 0.04% | 10,904 | 10,904 | — | $21.66万 | 新建仓 |
| IHI | ISHARES TR | $22.47万 | 0.04% | 4,212 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.83万 | 0.04% | 2,820 | -1 | -0.0% | -$81 | 减仓 |
| AMGN | AMGEN INC | $23.06万 | 0.05% | 655 | 15 | 2.3% | $5,280 | 加仓 |
| IUSG | ISHARES TR | $23.45万 | 0.05% | 1,512 | -547 | -26.6% | -$8.48万 | 减仓 |
| — | LINKBANCORP INC | $23.47万 | 0.05% | 28,138 | 246 | 0.9% | $2,052 | 加仓 |
| SPYG | SPDR SERIES TRUST | $23.48万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $23.70万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.94万 | 0.05% | 2,332 | 56 | 2.5% | $5,748 | 加仓 |
| IJR | ISHARES TR | $23.96万 | 0.05% | 1,927 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.96万 | 0.05% | 588 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $24.03万 | 0.05% | 1,767 | 1,767 | — | $24.03万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.73万 | 0.05% | 9,992 | 1,388 | 16.1% | $3.44万 | 加仓 |
| ORCL | ORACLE CORP | $24.98万 | 0.05% | 1,698 | 161 | 10.5% | $2.37万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $25.49万 | 0.05% | 20,979 | 1,009 | 5.1% | $1.23万 | 加仓 |
| HD | HOME DEPOT INC | $26.17万 | 0.05% | 796 | -7 | -0.9% | -$2,302 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.20万 | 0.05% | 434 | 15 | 3.6% | $9,056 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.72万 | 0.05% | 4,258 | -27 | -0.6% | -$1,694 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $27.37万 | 0.05% | 9,126 | 9,126 | — | $27.37万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $27.62万 | 0.05% | 2,939 | 7 | 0.2% | $658 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.40万 | 0.06% | 2,053 | 2,053 | — | $28.40万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.67万 | 0.06% | 4,473 | 6 | 0.1% | $385 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.42万 | 0.06% | 2,037 | 118 | 6.1% | $1.70万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $32.08万 | 0.06% | 3,500 | 299 | 9.3% | $2.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.09万 | 0.06% | 1,324 | 12 | 0.9% | $2,909 | 加仓 |
| INTU | INTUIT | $32.69万 | 0.06% | 756 | 4 | 0.5% | $1,730 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.93万 | 0.06% | 1,531 | 2 | 0.1% | $430 | 加仓 |
| ABBV | ABBVIE INC | $33.33万 | 0.07% | 1,532 | -415 | -21.3% | -$9.03万 | 减仓 |
| IWR | ISHARES TR | $34.21万 | 0.07% | 3,519 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $34.41万 | 0.07% | 2,358 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.58万 | 0.07% | 1,700 | 39 | 2.3% | $7,934 | 加仓 |
| LLY | ELI LILLY & CO | $35.45万 | 0.07% | 385 | 14 | 3.8% | $1.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $35.91万 | 0.07% | 4,510 | 19 | 0.4% | $1,513 | 加仓 |
| RTX | RTX CORPORATION | $36.02万 | 0.07% | 1,867 | 47 | 2.6% | $9,068 | 加仓 |
| BX | BLACKSTONE INC | $38.27万 | 0.07% | 3,328 | -270 | -7.5% | -$3.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $38.56万 | 0.08% | 1,945 | 41 | 2.2% | $8,129 | 加仓 |
| IJH | ISHARES TR | $38.68万 | 0.08% | 5,728 | 1 | 0.0% | $68 | 加仓 |
| SUB | ISHARES TR | $38.74万 | 0.08% | 3,637 | 7 | 0.2% | $746 | 加仓 |
| HYMB | SPDR SERIES TRUST | $42.14万 | 0.08% | 16,992 | -1,222 | -6.7% | -$3.03万 | 减仓 |
| GLD | SPDR GOLD TR | $42.86万 | 0.08% | 996 | -45 | -4.3% | -$1.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $43.22万 | 0.08% | 933 | 52 | 5.9% | $2.41万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $43.47万 | 0.09% | 10,796 | -307 | -2.8% | -$1.24万 | 减仓 |
| IYE | ISHARES TR | $44.22万 | 0.09% | 6,827 | -519 | -7.1% | -$3.36万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $46.05万 | 0.09% | 6,016 | 931 | 18.3% | $7.13万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $52.41万 | 0.10% | 11,143 | 3 | 0.0% | $141 | 加仓 |
| NFLX | NETFLIX INC. | $54.68万 | 0.11% | 5,687 | 164 | 3.0% | $1.58万 | 加仓 |
| MCD | MCDONALDS CORP | $55.64万 | 0.11% | 1,790 | -79 | -4.2% | -$2.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $60.09万 | 0.12% | 3,634 | 24 | 0.7% | $3,968 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.08万 | 0.12% | 1,837 | -38 | -2.0% | -$1.28万 | 减仓 |
| AGG | ISHARES TR | $63.09万 | 0.12% | 6,355 | 69 | 1.1% | $6,850 | 加仓 |
| VV | VANGUARD INDEX FDS | $64.55万 | 0.13% | 2,160 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $65.28万 | 0.13% | 1,495 | -12 | -0.8% | -$5,240 | 减仓 |
| VOT | VANGUARD INDEX FDS | $70.00万 | 0.14% | 2,720 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $71.01万 | 0.14% | 2,959 | 12 | 0.4% | $2,880 | 加仓 |
| GOOGL | ALPHABET INC | $74.72万 | 0.15% | 2,599 | 192 | 8.0% | $5.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.04万 | 0.15% | 1,566 | -29 | -1.8% | -$1.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $77.85万 | 0.15% | 2,647 | 160 | 6.4% | $4.71万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $80.22万 | 0.16% | 34,908 | -1,255 | -3.5% | -$2.88万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $80.72万 | 0.16% | 23,561 | 49 | 0.2% | $1,679 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $83.12万 | 0.16% | 32,416 | 401 | 1.3% | $1.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $84.23万 | 0.16% | 27,455 | 276 | 1.0% | $8,468 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $86.44万 | 0.17% | 11,503 | 3,307 | 40.3% | $24.85万 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.66万 | 0.17% | 4,188 | -25 | -0.6% | -$5,173 | 减仓 |
| WMT | WALMART INC | $87.18万 | 0.17% | 7,014 | -110 | -1.5% | -$1.37万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $88.03万 | 0.17% | 28,863 | 72 | 0.3% | $2,196 | 加仓 |
| AVGO | BROADCOM INC | $91.30万 | 0.18% | 2,950 | 120 | 4.2% | $3.71万 | 加仓 |
| META | META PLATFORMS INC | $94.46万 | 0.18% | 1,651 | 153 | 10.2% | $8.75万 | 加仓 |
| — | EXXON MOBIL CORP | $99.02万 | 0.19% | 5,836 | -23 | -0.4% | -$3,902 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $108.04万 | 0.21% | 21,327 | -59 | -0.3% | -$2,989 | 减仓 |
| IDCC | INTERDIGITAL INC | $113.49万 | 0.22% | 3,758 | -104 | -2.7% | -$3.14万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $114.00万 | 0.22% | 14,419 | -46 | -0.3% | -$3,637 | 减仓 |
| USFR | WISDOMTREE TR | $119.80万 | 0.23% | 23,799 | -71,884 | -75.1% | -$361.86万 | 减仓 |
| IWV | ISHARES TR | $126.44万 | 0.25% | 3,411 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $134.74万 | 0.26% | 7,025 | 83 | 1.2% | $1.59万 | 加仓 |
| TSLA | TESLA INC | $134.80万 | 0.26% | 3,626 | 85 | 2.4% | $3.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $135.47万 | 0.27% | 2,267 | 75 | 3.4% | $4.48万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $142.30万 | 0.28% | 28,522 | -912 | -3.1% | -$4.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $153.80万 | 0.30% | 4,155 | -39 | -0.9% | -$1.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.47万 | 0.30% | 2,391 | 33 | 1.4% | $2.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $166.54万 | 0.33% | 6,813 | -74 | -1.1% | -$1.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $167.78万 | 0.33% | 5,230 | 132 | 2.6% | $4.23万 | 加仓 |
| USMV | ISHARES TR | $178.85万 | 0.35% | 19,286 | -1,652 | -7.9% | -$15.32万 | 减仓 |
| IVE | ISHARES TR | $198.54万 | 0.39% | 9,403 | -92 | -1.0% | -$1.94万 | 减仓 |