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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $34.30万 | 0.06% | 2,312 | 385 | 20.0% | $5.71万 | 加仓 |
| CSCO | CISCO SYS INC | $34.18万 | 0.06% | 2,910 | 2,910 | — | $34.18万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $34.01万 | 0.06% | 2,319 | 282 | 13.8% | $4.14万 | 加仓 |
| HD | HOME DEPOT INC | $32.23万 | 0.06% | 914 | 118 | 14.8% | $4.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.51万 | 0.05% | 4,423 | -50 | -1.1% | -$3,562 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $30.43万 | 0.05% | 21,490 | 511 | 2.4% | $7,236 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $29.44万 | 0.05% | 3,400 | -100 | -2.9% | -$8,659 | 减仓 |
| IYE | ISHARES TR | $29.31万 | 0.05% | 5,179 | -1,648 | -24.1% | -$9.33万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.14万 | 0.05% | 3,527 | -1 | -0.0% | -$83 | 减仓 |
| ORCL | ORACLE CORP | $29.08万 | 0.05% | 1,984 | 286 | 16.8% | $4.19万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $28.53万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $28.44万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.97万 | 0.05% | 10,099 | 107 | 1.1% | $2,964 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $27.73万 | 0.05% | 3,858 | 3,858 | — | $27.73万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $27.51万 | 0.05% | 2,981 | 42 | 1.4% | $3,875 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.80万 | 0.05% | 265 | 265 | — | $26.80万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $26.18万 | 0.04% | 660 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $25.50万 | 0.04% | 704 | 49 | 7.5% | $1.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $25.13万 | 0.04% | 2,770 | 438 | 18.8% | $3.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $24.80万 | 0.04% | 343 | 343 | — | $24.80万 | 新建仓 |
| INTC | INTEL CORP | $24.58万 | 0.04% | 1,760 | 1,760 | — | $24.58万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.31万 | 0.04% | 3,379 | 149 | 4.6% | $1.07万 | 加仓 |
| BAC | BANK OF AMER CORP | $24.30万 | 0.04% | 4,265 | -35 | -0.8% | -$1,994 | 重新持有 |
| KO | COCA COLA CO | $24.01万 | 0.04% | 2,954 | 232 | 8.5% | $1.89万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $23.80万 | 0.04% | 4,440 | 229 | 5.4% | $1.23万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $23.68万 | 0.04% | 9,126 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $23.55万 | 0.04% | 866 | 866 | — | $23.55万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.95万 | 0.04% | 451 | 17 | 3.9% | $8,651 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.78万 | 0.04% | 2,807 | -13 | -0.5% | -$1,055 | 减仓 |
| SPYV | SPDR SERIES TRUST | $22.35万 | 0.04% | 3,676 | 2 | 0.1% | $122 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.93万 | 0.04% | 979 | -183 | -15.7% | -$4.10万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $21.93万 | 0.04% | 234 | 234 | — | $21.93万 | 新建仓 |
| ESGU | ISHARES TR | $21.06万 | 0.04% | 1,287 | 1,287 | — | $21.06万 | 新建仓 |
| IHI | ISHARES TR | $20.69万 | 0.04% | 4,188 | -24 | -0.6% | -$1,186 | 减仓 |
| PPL | PPL CORP | $20.67万 | 0.04% | 5,687 | 5,687 | — | $20.67万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.19万 | 0.03% | 597 | 597 | — | $20.19万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $16.39万 | 0.03% | 10,904 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $10.60万 | 0.02% | 11,200 | 1,000 | 9.8% | $9,460 | 加仓 |
| — | CHICAGO ATLANTIC BDC INC | $10.04万 | 0.02% | 10,278 | 0 | 0.0% | — | 不变 |
| 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 |