Bare Financial Services, Inc
GAP PA · SEC CIK 0002009426
$3.78亿2026Q1 申报市值
1,730持仓数
68.1%前十大占比 · 第一大 10.8%
318 / 141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
BND 加仓+$203.11万
SCHD 加仓+$174.57万
IBD 加仓+$131.56万
VTV 加仓+$124.86万
PYLD 加仓+$122.29万
2026Q1 卖出最多 按季末市值估算
BIBL 减仓-$36.32万
CGXU 减仓-$26.72万
IBIT 减仓-$15.82万
IWN 减仓-$15.22万
SLV 减仓-$15.20万
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 |
|---|---|---|---|---|---|---|---|---|
| CNP | CENTERPOINT ENERGY INC COM | $2.57万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $2.59万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2.62万 | 0.01% | 423 | 40 | 10.4% | $2,473 | 加仓 |
| RTX | RTX CORPORATION COM | $2.64万 | 0.01% | 137 | 13 | 10.5% | $2,508 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2.68万 | 0.01% | 183 | 29 | 18.8% | $4,242 | 加仓 |
| DIS | DISNEY WALT CO COM | $2.69万 | 0.01% | 279 | 61 | 28.0% | $5,879 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.79万 | 0.01% | 33 | 3 | 10.0% | $2,538 | 加仓 |
| PFE | PFIZER INC COM | $2.84万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $2.90万 | 0.01% | 179 | 60 | 50.4% | $9,707 | 加仓 |
| CAT | CATERPILLAR INC COM | $2.90万 | 0.01% | 41 | 9 | 28.1% | $6,376 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.91万 | 0.01% | 22 | 5 | 29.4% | $6,604 | 加仓 |
| V | VISA INC COM CL A | $2.93万 | 0.01% | 97 | -26 | -21.1% | -$7,858 | 减仓 |
| NFLX | NETFLIX INC. COM | $2.98万 | 0.01% | 310 | 87 | 39.0% | $8,365 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.07万 | 0.01% | 612 | 185 | 43.3% | $9,287 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $3.10万 | 0.01% | 96 | 6 | 6.7% | $1,936 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $3.23万 | 0.01% | 937 | 47 | 5.3% | $1,619 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3.28万 | 0.01% | 267 | 2 | 0.8% | $246 | 加仓 |
| GEV | GE VERNOVA INC COM | $3.40万 | 0.01% | 39 | 4 | 11.4% | $3,492 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3.41万 | 0.01% | 744 | 2 | 0.3% | $92 | 加仓 |
| GE | GE AEROSPACE COM NEW | $3.43万 | 0.01% | 121 | 12 | 11.0% | $3,405 | 加仓 |
| DOW | DOW HLDGS INC COM | $3.50万 | 0.01% | 839 | -619 | -42.5% | -$2.58万 | 减仓 |
| CSCO | CISCO SYS INC COM | $3.56万 | 0.01% | 459 | 43 | 10.3% | $3,336 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $3.65万 | 0.01% | 252 | -103 | -29.0% | -$1.49万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $3.72万 | 0.01% | 809 | -13 | -1.6% | -$598 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $3.82万 | 0.01% | 1,031 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $3.91万 | 0.01% | 1,007 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.05万 | 0.01% | 309 | 20 | 6.9% | $2,619 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $4.31万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $4.46万 | 0.01% | 132 | 48 | 57.1% | $1.62万 | 加仓 |
| UGI | UGI CORP NEW COM | $4.49万 | 0.01% | 1,232 | 0 | 0.0% | — | 不变 |
| PTL | INSPIRE 500 ETF | $4.81万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC CLASS A | $4.93万 | 0.01% | 2,084 | 27 | 1.3% | $639 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $4.99万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $5.01万 | 0.01% | 1,027 | 227 | 28.4% | $1.11万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $5.09万 | 0.01% | 246 | 40 | 19.4% | $8,276 | 加仓 |
| INTC | INTEL CORP COM | $5.12万 | 0.01% | 1,160 | 76 | 7.0% | $3,354 | 加仓 |
| HD | HOME DEPOT INC COM | $5.26万 | 0.01% | 160 | -10 | -5.9% | -$3,289 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.52万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $6.01万 | 0.02% | 884 | 19 | 2.2% | $1,291 | 加仓 |
| XLF | Financial Select Sector SPDR ETF | $6.01万 | 0.02% | 1,217 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $6.07万 | 0.02% | 66 | 18 | 37.5% | $1.66万 | 加仓 |
| KO | COCA COLA CO COM | $6.11万 | 0.02% | 803 | 54 | 7.2% | $4,107 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $6.96万 | 0.02% | 712 | -9 | -1.2% | -$879 | 减仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $7.41万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $7.54万 | 0.02% | 910 | 84 | 10.2% | $6,961 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $7.77万 | 0.02% | 382 | 24 | 6.7% | $4,882 | 加仓 |
| F | FORD MTR CO COM | $7.81万 | 0.02% | 6,768 | 194 | 3.0% | $2,239 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $8.10万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $8.30万 | 0.02% | 489 | 64 | 15.1% | $1.09万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $8.55万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $9.04万 | 0.02% | 158 | 1 | 0.6% | $572 | 加仓 |
| THO | THOR INDS INC COM | $9.49万 | 0.03% | 1,188 | 5 | 0.4% | $399 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $10.22万 | 0.03% | 299 | 68 | 29.4% | $2.32万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $10.35万 | 0.03% | 1,830 | -170 | -8.5% | -$9,619 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $10.41万 | 0.03% | 363 | -19 | -5.0% | -$5,450 | 减仓 |
| TSLA | TESLA INC COM | $10.52万 | 0.03% | 283 | -2 | -0.7% | -$743 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $10.83万 | 0.03% | 226 | 54 | 31.4% | $2.59万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $11.43万 | 0.03% | 784 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $11.47万 | 0.03% | 390 | 29 | 8.0% | $8,531 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $11.66万 | 0.03% | 910 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $11.67万 | 0.03% | 377 | 64 | 20.4% | $1.98万 | 加仓 |
| PPL | PPL CORP COM | $11.73万 | 0.03% | 3,072 | 34 | 1.1% | $1,299 | 加仓 |
| MRK | MERCK & CO INC COM | $12.59万 | 0.03% | 1,047 | -111 | -9.6% | -$1.34万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $12.72万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $13.16万 | 0.03% | 228 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $14.17万 | 0.04% | 4,679 | 55 | 1.2% | $1,666 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $15.36万 | 0.04% | 1,156 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $16.73万 | 0.04% | 7,489 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $16.81万 | 0.04% | 807 | -637 | -44.1% | -$13.27万 | 减仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $16.82万 | 0.04% | 6,521 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $17.19万 | 0.05% | 3,507 | 14 | 0.4% | $686 | 加仓 |
| STBA | S & T BANCORP INC COM | $18.21万 | 0.05% | 4,354 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $18.97万 | 0.05% | 873 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC COM | $23.12万 | 0.06% | 7,189 | 7,189 | — | $23.12万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $34.02万 | 0.09% | 919 | 256 | 38.6% | $9.48万 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $37.23万 | 0.10% | 18,305 | 926 | 5.3% | $1.88万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $37.96万 | 0.10% | 1,824 | 4 | 0.2% | $833 | 加仓 |
| GLD | SPDR Gold Shares ETF | $39.50万 | 0.10% | 918 | 16 | 1.8% | $6,885 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $40.92万 | 0.11% | 1,465 | -67 | -4.4% | -$1.87万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $53.46万 | 0.14% | 1,859 | -4 | -0.2% | -$1,150 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $58.51万 | 0.15% | 3,355 | 235 | 7.5% | $4.10万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $66.42万 | 0.18% | 5,872 | -81 | -1.4% | -$9,162 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $70.13万 | 0.19% | 1,005 | 31 | 3.2% | $2.16万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $70.59万 | 0.19% | 2,592 | 75 | 3.0% | $2.04万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $81.86万 | 0.22% | 30,150 | 17,755 | 143.2% | $48.20万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $110.73万 | 0.29% | 27,703 | -834 | -2.9% | -$3.33万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $135.02万 | 0.36% | 17,033 | 7,143 | 72.2% | $56.62万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $138.24万 | 0.37% | 5,574 | -3 | -0.1% | -$744 | 减仓 |
| AAPL | APPLE INC COM | $145.78万 | 0.39% | 5,744 | 275 | 5.0% | $6.98万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $150.00万 | 0.40% | 41,782 | 1,358 | 3.4% | $4.88万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $163.86万 | 0.43% | 39,618 | 19,379 | 95.8% | $80.15万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $175.67万 | 0.46% | 51,052 | 6,807 | 15.4% | $23.42万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $307.78万 | 0.81% | 100,320 | 56,900 | 131.0% | $174.57万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $327.00万 | 0.86% | 10,193 | -435 | -4.1% | -$13.96万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $358.37万 | 0.95% | 11,420 | -439 | -3.7% | -$13.78万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $376.97万 | 1.00% | 17,853 | -554 | -3.0% | -$11.70万 | 减仓 |
| — | Sovereigns Capital Flourish Fund | $389.24万 | 1.03% | 145,186 | 11,860 | 8.9% | $31.80万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $390.70万 | 1.03% | 132,486 | -9,060 | -6.4% | -$26.72万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $404.49万 | 1.07% | 21,335 | -803 | -3.6% | -$15.22万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $682.57万 | 1.80% | 64,302 | 10,989 | 20.6% | $116.65万 | 加仓 |