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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $27.37万 | 0.05% | 9,126 | 9,126 | — | $27.37万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.72万 | 0.05% | 4,258 | -27 | -0.6% | -$1,694 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.20万 | 0.05% | 434 | 15 | 3.6% | $9,056 | 加仓 |
| HD | HOME DEPOT INC | $26.17万 | 0.05% | 796 | -7 | -0.9% | -$2,302 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $25.49万 | 0.05% | 20,979 | 1,009 | 5.1% | $1.23万 | 加仓 |
| ORCL | ORACLE CORP | $24.98万 | 0.05% | 1,698 | 161 | 10.5% | $2.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.73万 | 0.05% | 9,992 | 1,388 | 16.1% | $3.44万 | 加仓 |
| GLW | CORNING INC | $24.03万 | 0.05% | 1,767 | 1,767 | — | $24.03万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.96万 | 0.05% | 588 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $23.96万 | 0.05% | 1,927 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.94万 | 0.05% | 2,332 | 56 | 2.5% | $5,748 | 加仓 |
| VCR | VANGUARD WORLD FD | $23.70万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $23.48万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $23.47万 | 0.05% | 28,138 | 246 | 0.9% | $2,052 | 加仓 |
| IUSG | ISHARES TR | $23.45万 | 0.05% | 1,512 | -547 | -26.6% | -$8.48万 | 减仓 |
| AMGN | AMGEN INC | $23.06万 | 0.05% | 655 | 15 | 2.3% | $5,280 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.83万 | 0.04% | 2,820 | -1 | -0.0% | -$81 | 减仓 |
| IHI | ISHARES TR | $22.47万 | 0.04% | 4,212 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $21.66万 | 0.04% | 10,904 | 10,904 | — | $21.66万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.43万 | 0.04% | 621 | 621 | — | $21.43万 | 新建仓 |
| MO | ALTRIA GROUP INC | $21.31万 | 0.04% | 3,230 | 100 | 3.2% | $6,598 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.17万 | 0.04% | 1,447 | 90 | 6.6% | $1.32万 | 加仓 |
| V | VISA INC | $20.95万 | 0.04% | 693 | -1 | -0.1% | -$302 | 减仓 |
| SPYV | SPDR SERIES TRUST | $20.79万 | 0.04% | 3,674 | 1 | 0.0% | $57 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $20.79万 | 0.04% | 4,211 | 4,211 | — | $20.79万 | 新建仓 |
| KO | COCA COLA CO | $20.70万 | 0.04% | 2,722 | 2,722 | — | $20.70万 | 新建仓 |
| — | CHICAGO ATLANTIC BDC INC | $9.60万 | 0.02% | 10,278 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $9.21万 | 0.02% | 10,879 | 10,879 | — | $9.21万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $7.17万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| 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 |