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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $205.26万 | 0.40% | 17,064 | -109 | -0.6% | -$1.31万 | 减仓 |
| MUB | ISHARES TR | $206.88万 | 0.40% | 19,490 | 283 | 1.5% | $3.00万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $208.17万 | 0.41% | 41,642 | 5,905 | 16.5% | $29.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $208.60万 | 0.41% | 10,632 | -121 | -1.1% | -$2.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $214.83万 | 0.42% | 12,318 | 935 | 8.2% | $16.31万 | 加仓 |
| IVW | ISHARES TR | $215.24万 | 0.42% | 19,029 | -985 | -4.9% | -$11.14万 | 减仓 |
| ISPY | PROSHARES TR | $232.24万 | 0.45% | 53,574 | -462 | -0.9% | -$2.00万 | 减仓 |
| HDV | ISHARES TR | $263.67万 | 0.52% | 19,428 | -412 | -2.1% | -$5.59万 | 减仓 |
| GOOG | ALPHABET INC | $264.19万 | 0.52% | 9,210 | 314 | 3.5% | $9.01万 | 加仓 |
| IXN | ISHARES TR | $316.36万 | 0.62% | 31,645 | -1,846 | -5.5% | -$18.45万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $381.97万 | 0.75% | 158,460 | 8,362 | 5.6% | $20.16万 | 加仓 |
| AMZN | AMAZON COM INC | $386.36万 | 0.76% | 18,551 | 365 | 2.0% | $7.60万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $486.34万 | 0.95% | 20,467 | -27 | -0.1% | -$6,416 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $498.10万 | 0.98% | 53,698 | -4,365 | -7.5% | -$40.49万 | 减仓 |
| VO | VANGUARD INDEX FDS | $512.21万 | 1.00% | 17,836 | 710 | 4.1% | $20.39万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $524.05万 | 1.03% | 135,273 | 6,098 | 4.7% | $23.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $524.62万 | 1.03% | 20,030 | 482 | 2.5% | $12.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $608.35万 | 1.19% | 10,540 | -565 | -5.1% | -$32.61万 | 减仓 |
| AAPL | APPLE INC | $1,005.54万 | 1.97% | 39,621 | -129 | -0.3% | -$3.27万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,198.91万 | 2.35% | 215,942 | -14,143 | -6.1% | -$78.52万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,342.04万 | 2.63% | 173,884 | 55,469 | 46.8% | $428.11万 | 加仓 |
| MBB | ISHARES TR | $1,347.71万 | 2.64% | 141,939 | 5,615 | 4.1% | $53.31万 | 加仓 |
| IGSB | ISHARES TR | $1,394.66万 | 2.73% | 265,346 | 7,612 | 3.0% | $40.01万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,421.62万 | 2.78% | 308,578 | 12,087 | 4.1% | $55.68万 | 加仓 |
| GOVT | ISHARES TR | $1,439.42万 | 2.82% | 628,294 | 14,807 | 2.4% | $33.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,718.23万 | 3.36% | 116,018 | 18,828 | 19.4% | $278.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,726.94万 | 3.38% | 304,682 | -19,536 | -6.0% | -$110.73万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,836.93万 | 3.60% | 95,714 | -17,717 | -15.6% | -$340.02万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,029.59万 | 3.97% | 286,220 | 27,949 | 10.8% | $198.19万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,245.66万 | 4.40% | 204,728 | 2,784 | 1.4% | $30.54万 | 加仓 |
| ITOT | ISHARES TR | $2,337.99万 | 4.58% | 164,150 | 1,923 | 1.2% | $27.39万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,668.77万 | 5.22% | 1,194,615 | 35,792 | 3.1% | $79.96万 | 加仓 |
| MGV | VANGUARD WORLD FD | $3,070.72万 | 6.01% | 211,847 | -8,633 | -3.9% | -$125.14万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,149.87万 | 6.17% | 336,022 | -6 | -0.0% | -$562 | 减仓 |
| MGK | VANGUARD WORLD FD | $3,819.76万 | 7.48% | 103,956 | -3,398 | -3.2% | -$124.86万 | 减仓 |
| IVV | ISHARES TR | $5,575.54万 | 10.91% | 85,356 | 36 | 0.0% | $2.35万 | 加仓 |