Bernardo Wealth Planning LLC
HARLEYSVILLE PA · SEC CIK 0001765595
$5.85亿2026Q2 申报市值
139持仓数
54.9%前十大占比 · 第一大 11.1%
13 / 6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
VT 加仓+$1,224.75万
JPIE 加仓+$291.40万
IVV 加仓+$131.95万
DFUS 加仓+$113.66万
VPLS 新建仓+$110.90万
2026Q2 卖出最多 按季末市值估算
MGV 减仓-$399.77万
MGK 减仓-$257.75万
GOVT 减仓-$159.98万
JEPI 减仓-$153.08万
INTU 清仓-$32.69万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -756 | -100.0% | -$32.69万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,258 | -100.0% | -$26.72万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -28,138 | -100.0% | -$23.47万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -621 | -100.0% | -$21.43万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,447 | -100.0% | -$21.17万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -10,879 | -100.0% | -$9.21万 | 清仓 |
| — | CHICAGO ATLANTIC BDC INC | $10.04万 | 0.02% | 10,278 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $10.60万 | 0.02% | 11,200 | 1,000 | 9.8% | $9,460 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $16.39万 | 0.03% | 10,904 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $20.19万 | 0.03% | 597 | 597 | — | $20.19万 | 新建仓 |
| PPL | PPL CORP | $20.67万 | 0.04% | 5,687 | 5,687 | — | $20.67万 | 新建仓 |
| IHI | ISHARES TR | $20.69万 | 0.04% | 4,188 | -24 | -0.6% | -$1,186 | 减仓 |
| ESGU | ISHARES TR | $21.06万 | 0.04% | 1,287 | 1,287 | — | $21.06万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.93万 | 0.04% | 234 | 234 | — | $21.93万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.93万 | 0.04% | 979 | -183 | -15.7% | -$4.10万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $22.35万 | 0.04% | 3,676 | 2 | 0.1% | $122 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.78万 | 0.04% | 2,807 | -13 | -0.5% | -$1,055 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.95万 | 0.04% | 451 | 17 | 3.9% | $8,651 | 加仓 |
| UNP | UNION PAC CORP | $23.55万 | 0.04% | 866 | 866 | — | $23.55万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $23.68万 | 0.04% | 9,126 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $23.80万 | 0.04% | 4,440 | 229 | 5.4% | $1.23万 | 加仓 |
| KO | COCA COLA CO | $24.01万 | 0.04% | 2,954 | 232 | 8.5% | $1.89万 | 加仓 |
| BAC | BANK OF AMER CORP | $24.30万 | 0.04% | 4,265 | -35 | -0.8% | -$1,994 | 重新持有 |
| MO | ALTRIA GROUP INC | $24.31万 | 0.04% | 3,379 | 149 | 4.6% | $1.07万 | 加仓 |
| INTC | INTEL CORP | $24.58万 | 0.04% | 1,760 | 1,760 | — | $24.58万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $24.80万 | 0.04% | 343 | 343 | — | $24.80万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.13万 | 0.04% | 2,770 | 438 | 18.8% | $3.97万 | 加仓 |
| AMGN | AMGEN INC | $25.50万 | 0.04% | 704 | 49 | 7.5% | $1.78万 | 加仓 |
| VCR | VANGUARD WORLD FD | $26.18万 | 0.04% | 660 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.80万 | 0.05% | 265 | 265 | — | $26.80万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $27.51万 | 0.05% | 2,981 | 42 | 1.4% | $3,875 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $27.73万 | 0.05% | 3,858 | 3,858 | — | $27.73万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.97万 | 0.05% | 10,099 | 107 | 1.1% | $2,964 | 加仓 |
| IUSG | ISHARES TR | $28.44万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $28.53万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.08万 | 0.05% | 1,984 | 286 | 16.8% | $4.19万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.14万 | 0.05% | 3,527 | -1 | -0.0% | -$83 | 减仓 |
| IYE | ISHARES TR | $29.31万 | 0.05% | 5,179 | -1,648 | -24.1% | -$9.33万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $29.44万 | 0.05% | 3,400 | -100 | -2.9% | -$8,659 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $30.43万 | 0.05% | 21,490 | 511 | 2.4% | $7,236 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.51万 | 0.05% | 4,423 | -50 | -1.1% | -$3,562 | 减仓 |
| HD | HOME DEPOT INC | $32.23万 | 0.06% | 914 | 118 | 14.8% | $4.16万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.01万 | 0.06% | 2,319 | 282 | 13.8% | $4.14万 | 加仓 |
| CSCO | CISCO SYS INC | $34.18万 | 0.06% | 2,910 | 2,910 | — | $34.18万 | 新建仓 |
| IJR | ISHARES TR | $34.30万 | 0.06% | 2,312 | 385 | 20.0% | $5.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.88万 | 0.06% | 2,358 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.27万 | 0.06% | 1,533 | 2 | 0.1% | $473 | 加仓 |
| GLD | SPDR GOLD TR | $36.69万 | 0.06% | 996 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $37.50万 | 0.06% | 1,259 | 1,259 | — | $37.50万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.71万 | 0.06% | 907 | 201 | 28.5% | $8.36万 | 重新持有 |
| SUB | ISHARES TR | $37.90万 | 0.06% | 3,560 | -77 | -2.1% | -$8,197 | 减仓 |
| RTX | RTX CORPORATION | $38.28万 | 0.07% | 2,017 | 150 | 8.0% | $2.85万 | 加仓 |
| IWR | ISHARES TR | $38.82万 | 0.07% | 3,519 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $38.89万 | 0.07% | 4,706 | 196 | 4.3% | $1.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.97万 | 0.07% | 1,421 | 97 | 7.3% | $2.73万 | 加仓 |
| V | VISA INC | $40.55万 | 0.07% | 1,182 | 489 | 70.6% | $16.78万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $40.72万 | 0.07% | 16,005 | -987 | -5.8% | -$2.51万 | 减仓 |
| BX | BLACKSTONE INC | $40.79万 | 0.07% | 3,466 | 138 | 4.1% | $1.62万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $41.36万 | 0.07% | 10,796 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $41.64万 | 0.07% | 5,832 | 145 | 2.5% | $1.04万 | 加仓 |
| ABBV | ABBVIE INC | $43.95万 | 0.08% | 1,746 | 214 | 14.0% | $5.39万 | 加仓 |
| PGR | PROGRESSIVE CORP | $45.99万 | 0.08% | 2,105 | 160 | 8.2% | $3.50万 | 加仓 |
| GLW | CORNING INC | $47.69万 | 0.08% | 1,867 | 100 | 5.7% | $2.55万 | 加仓 |
| MCD | MCDONALDS CORP | $48.57万 | 0.08% | 1,797 | 7 | 0.4% | $1,892 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $48.82万 | 0.08% | 934 | 1 | 0.1% | $523 | 加仓 |
| IJH | ISHARES TR | $48.98万 | 0.08% | 6,352 | 624 | 10.9% | $4.81万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $53.71万 | 0.09% | 11,147 | 4 | 0.0% | $193 | 加仓 |
| LLY | ELI LILLY & CO | $57.38万 | 0.10% | 478 | 93 | 24.2% | $11.16万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $57.98万 | 0.10% | 6,598 | 582 | 9.7% | $5.11万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $65.53万 | 0.11% | 27,862 | -7,046 | -20.2% | -$16.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $69.04万 | 0.12% | 3,816 | 182 | 5.0% | $3.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $72.14万 | 0.12% | 4,352 | 164 | 3.9% | $2.72万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $73.87万 | 0.13% | 640 | 640 | — | $73.87万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $74.28万 | 0.13% | 2,160 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $74.44万 | 0.13% | 7,521 | 1,166 | 18.3% | $11.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.25万 | 0.13% | 8,968 | -2 | -0.0% | -$172 | 减仓 |
| VOT | VANGUARD INDEX FDS | $83.31万 | 0.14% | 2,720 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $84.33万 | 0.14% | 6,168 | 332 | 5.7% | $4.54万 | 加仓 |
| WMT | WALMART INC | $84.39万 | 0.14% | 7,451 | 437 | 6.2% | $4.95万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $84.44万 | 0.14% | 28,693 | -3,723 | -11.5% | -$10.96万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $85.58万 | 0.15% | 11,202 | -301 | -2.6% | -$2.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $86.41万 | 0.15% | 2,640 | -7 | -0.3% | -$2,291 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.92万 | 0.15% | 1,737 | 171 | 10.9% | $8.56万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $87.56万 | 0.15% | 27,613 | 158 | 0.6% | $5,010 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.73万 | 0.15% | 1,837 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $100.50万 | 0.17% | 28,870 | 7 | 0.0% | $244 | 加仓 |
| MTUM | ISHARES TR | $101.44万 | 0.17% | 2,959 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $104.53万 | 0.18% | 20,350 | -977 | -4.6% | -$5.02万 | 减仓 |
| USFR | WISDOMTREE TR | $105.01万 | 0.18% | 20,856 | -2,943 | -12.4% | -$14.82万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $106.19万 | 0.18% | 24,271 | 710 | 3.0% | $3.11万 | 加仓 |
| IDCC | INTERDIGITAL INC | $107.14万 | 0.18% | 3,784 | 26 | 0.7% | $7,361 | 加仓 |
| META | META PLATFORMS INC | $109.06万 | 0.19% | 1,936 | 285 | 17.3% | $16.05万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $110.90万 | 0.19% | 14,296 | 14,296 | — | $110.90万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $111.13万 | 0.19% | 1,913 | 213 | 12.5% | $12.37万 | 加仓 |
| AVGO | BROADCOM INC | $117.99万 | 0.20% | 3,123 | 173 | 5.9% | $6.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $128.56万 | 0.22% | 14,160 | -259 | -1.8% | -$2.35万 | 减仓 |
| GOOGL | ALPHABET INC | $131.47万 | 0.22% | 3,679 | 1,080 | 41.6% | $38.59万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $143.24万 | 0.24% | 28,320 | -202 | -0.7% | -$1.02万 | 减仓 |
| IWV | ISHARES TR | $145.44万 | 0.25% | 3,411 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $154.05万 | 0.26% | 7,021 | -4 | -0.1% | -$878 | 减仓 |