Berger Financial Group, Inc
PLYMOUTH MN · SEC CIK 0001826136
$19.59亿2026Q2 申报市值
486持仓数
35.9%前十大占比 · 第一大 5.2%
34 / 26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
SCHG 加仓+$828.18万
EA SERIES TRUST 新建仓+$826.77万
SCHD 加仓+$666.58万
RAAX 加仓+$578.94万
NTAP 加仓+$484.73万
2026Q2 卖出最多 按季末市值估算
LDOS 清仓-$542.10万
FTNT 重新持有-$526.01万
CTSH 清仓-$478.71万
EPAM 清仓-$401.99万
INTU 减仓-$338.90万
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 |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO ETF TR | $3,031.79万 | 1.55% | 1,143,208 | -9,684 | -0.8% | -$25.68万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $3,300.90万 | 1.69% | 978,480 | 86,608 | 9.7% | $292.17万 | 加仓 |
| RAAX | VANECK ETF TRUST | $3,792.00万 | 1.94% | 955,885 | 145,940 | 18.0% | $578.94万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,384.93万 | 2.24% | 934,157 | 58,899 | 6.7% | $276.47万 | 加仓 |
| AAPL | APPLE INC | $4,405.78万 | 2.25% | 152,260 | -3,985 | -2.6% | -$115.31万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $5,672.21万 | 2.90% | 1,139,455 | 11,766 | 1.0% | $58.57万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $6,847.14万 | 3.50% | 2,326,585 | -39,979 | -1.7% | -$117.66万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7,660.19万 | 3.91% | 1,431,811 | -11,944 | -0.8% | -$63.90万 | 减仓 |
| — | PGIM ETF TR | $8,150.65万 | 4.16% | 702,506 | -20,699 | -2.9% | -$240.15万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $9,527.10万 | 4.86% | 1,106,002 | -30,098 | -2.6% | -$259.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,618.86万 | 4.91% | 2,842,453 | 244,735 | 9.4% | $828.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.02亿 | 5.19% | 3,205,319 | 210,210 | 7.0% | $666.58万 | 加仓 |