Bare Financial Services, Inc
GAP PA · SEC CIK 0002009426
$4.36亿2026Q2 申报市值
1,784持仓数
66.2%前十大占比 · 第一大 10.8%
175 / 166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
BND 加仓+$286.76万
PYLD 加仓+$201.30万
SCHD 加仓+$172.13万
VTV 加仓+$111.25万
IEFA 加仓+$69.48万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$35.23万
EMXC 减仓-$28.31万
BIBL 减仓-$27.12万
CEG 减仓-$17.45万
EXC 减仓-$9.09万
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP COM | $3.00万 | 0.01% | 47 | 26 | 123.8% | $1.66万 | 加仓 |
| PLXS | PLEXUS CORP COM | $3.10万 | 0.01% | 103 | 30 | 41.1% | $9,020 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3.10万 | 0.01% | 1,561 | 784 | 100.9% | $1.56万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $3.11万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $3.13万 | 0.01% | 83 | 30 | 56.6% | $1.13万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $3.17万 | 0.01% | 37 | 3 | 8.8% | $2,574 | 加仓 |
| — | ARCOSA INC COM | $3.20万 | 0.01% | 220 | 105 | 91.3% | $1.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $3.21万 | 0.01% | 94 | 40 | 74.1% | $1.36万 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.23万 | 0.01% | 213 | 69 | 47.9% | $1.05万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $3.25万 | 0.01% | 81 | 23 | 39.7% | $9,242 | 加仓 |
| D | DOMINION ENERGY INC COM | $3.30万 | 0.01% | 483 | 60 | 14.2% | $4,097 | 加仓 |
| PSMT | PRICESMART INC COM | $3.34万 | 0.01% | 171 | 62 | 56.9% | $1.21万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $3.40万 | 0.01% | 97 | 34 | 54.0% | $1.19万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $3.42万 | 0.01% | 86 | 24 | 38.7% | $9,532 | 加仓 |
| AMGN | AMGEN INC COM | $3.48万 | 0.01% | 96 | 36 | 60.0% | $1.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $3.56万 | 0.01% | 841 | 229 | 37.4% | $9,696 | 加仓 |
| BA | BOEING CO COM | $3.57万 | 0.01% | 165 | 40 | 32.0% | $8,659 | 加仓 |
| ETN | EATON CORP PLC SHS | $3.58万 | 0.01% | 84 | 39 | 86.7% | $1.66万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $3.58万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $3.58万 | 0.01% | 69 | 30 | 76.9% | $1.56万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $3.68万 | 0.01% | 770 | 349 | 82.9% | $1.67万 | 加仓 |
| APH | AMPHENOL CORP CL A | $3.69万 | 0.01% | 209 | 69 | 49.3% | $1.22万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.71万 | 0.01% | 86 | 18 | 26.5% | $7,766 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $3.72万 | 0.01% | 178 | 91 | 104.6% | $1.90万 | 加仓 |
| SITM | SITIME CORP COM | $3.73万 | 0.01% | 50 | 11 | 28.2% | $8,201 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $3.74万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. COM | $3.83万 | 0.01% | 86 | 33 | 62.3% | $1.47万 | 加仓 |
| DIS | DISNEY WALT CO COM | $3.83万 | 0.01% | 398 | 119 | 42.7% | $1.15万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3.88万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC COM | $4.02万 | 0.01% | 448 | 232 | 107.4% | $2.08万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $4.05万 | 0.01% | 812 | 3 | 0.4% | $149 | 加仓 |
| COHR | COHERENT CORP COM | $4.06万 | 0.01% | 103 | 9 | 9.6% | $3,550 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $4.12万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $4.20万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $4.26万 | 0.01% | 1,232 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $4.28万 | 0.01% | 169 | 62 | 57.9% | $1.57万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.28万 | 0.01% | 896 | 323 | 56.4% | $1.54万 | 加仓 |
| SMTC | SEMTECH CORP COM | $4.31万 | 0.01% | 266 | 80 | 43.0% | $1.29万 | 加仓 |
| GLW | CORNING INC COM | $4.32万 | 0.01% | 169 | 62 | 57.9% | $1.58万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $4.47万 | 0.01% | 1,007 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $4.52万 | 0.01% | 475 | 259 | 119.9% | $2.46万 | 加仓 |
| C | CITIGROUP INC COM NEW | $4.52万 | 0.01% | 323 | 100 | 44.8% | $1.40万 | 加仓 |
| TBG | TBG DIVIDEND FOCUS ETF | $4.56万 | 0.01% | 1,250 | 1,250 | — | $4.56万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $4.65万 | 0.01% | 156 | 57 | 57.6% | $1.70万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4.70万 | 0.01% | 371 | 62 | 20.1% | $7,848 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $4.85万 | 0.01% | 1,198 | 261 | 27.9% | $1.06万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $4.93万 | 0.01% | 1,031 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $4.96万 | 0.01% | 49 | 16 | 48.5% | $1.62万 | 加仓 |
| FORM | FORMFACTOR INC COM | $5.17万 | 0.01% | 323 | 132 | 69.1% | $2.11万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.20万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $5.28万 | 0.01% | 360 | 193 | 115.6% | $2.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $5.34万 | 0.01% | 104 | 55 | 112.2% | $2.82万 | 加仓 |
| PTL | INSPIRE 500 ETF | $5.51万 | 0.01% | 193 | 1 | 0.5% | $285 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $5.55万 | 0.01% | 335 | 89 | 36.2% | $1.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $5.61万 | 0.01% | 330 | 63 | 23.6% | $1.07万 | 加仓 |
| RY | ROYAL BK CDA COM | $6.00万 | 0.01% | 290 | 111 | 62.0% | $2.30万 | 加仓 |
| KLAC | KLA CORP COM NEW | $6.03万 | 0.01% | 200 | 90 | 81.8% | $2.72万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.10万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $6.23万 | 0.01% | 53 | 14 | 35.9% | $1.64万 | 加仓 |
| — | SILA REALTY TRUST INC CLASS A | $6.33万 | 0.01% | 2,084 | 0 | 0.0% | — | 不变 |
| XLF | Financial Select Sector SPDR ETF | $6.52万 | 0.01% | 1,217 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $6.54万 | 0.02% | 175 | 54 | 44.6% | $2.02万 | 加仓 |
| V | VISA INC COM CL A | $6.76万 | 0.02% | 197 | 100 | 103.1% | $3.43万 | 加仓 |
| WPC | WP CAREY INC COM | $6.81万 | 0.02% | 952 | 68 | 7.7% | $4,862 | 加仓 |
| HD | HOME DEPOT INC COM | $7.05万 | 0.02% | 200 | 40 | 25.0% | $1.41万 | 加仓 |
| CAT | CATERPILLAR INC COM | $7.13万 | 0.02% | 67 | 26 | 63.4% | $2.77万 | 加仓 |
| EXC | EXELON CORP COM | $7.26万 | 0.02% | 1,558 | -1,949 | -55.6% | -$9.09万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $7.73万 | 0.02% | 716 | 4 | 0.6% | $432 | 加仓 |
| CSCO | CISCO SYS INC COM | $7.85万 | 0.02% | 668 | 209 | 45.5% | $2.45万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $7.86万 | 0.02% | 1,380 | 353 | 34.4% | $2.01万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.02万 | 0.02% | 185 | 102 | 122.9% | $4.42万 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $8.56万 | 0.02% | 1,376 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $8.75万 | 0.02% | 44 | 22 | 100.0% | $4.38万 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $8.77万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $8.91万 | 0.02% | 1,096 | 293 | 36.5% | $2.38万 | 加仓 |
| THO | THOR INDS INC COM | $8.93万 | 0.02% | 1,188 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $9.23万 | 0.02% | 675 | 675 | — | $9.23万 | 新建仓 |
| SNDK | SANDISK CORP COM | $9.32万 | 0.02% | 41 | 5 | 13.9% | $1.14万 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $9.82万 | 0.02% | 1,105 | 195 | 21.4% | $1.73万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $9.84万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $10.15万 | 0.02% | 7,305 | 537 | 7.9% | $7,464 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $11.12万 | 0.03% | 1,830 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $11.15万 | 0.03% | 93 | 27 | 40.9% | $3.24万 | 加仓 |
| PPL | PPL CORP COM | $11.17万 | 0.03% | 3,072 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $12.22万 | 0.03% | 217 | 59 | 37.3% | $3.32万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $12.83万 | 0.03% | 363 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $12.90万 | 0.03% | 784 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $13.24万 | 0.03% | 1,030 | -17 | -1.6% | -$2,185 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $13.32万 | 0.03% | 910 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $13.83万 | 0.03% | 1,434 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $15.81万 | 0.04% | 316 | 90 | 39.8% | $4.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $16.17万 | 0.04% | 494 | 104 | 26.7% | $3.40万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $16.17万 | 0.04% | 4,864 | 185 | 4.0% | $6,151 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $16.69万 | 0.04% | 7,489 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $16.78万 | 0.04% | 6,521 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $16.79万 | 0.04% | 228 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $17.03万 | 0.04% | 405 | 122 | 43.1% | $5.13万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $18.92万 | 0.04% | 762 | -703 | -48.0% | -$17.45万 | 减仓 |
| INTC | INTEL CORP COM | $19.14万 | 0.04% | 1,371 | 211 | 18.2% | $2.95万 | 加仓 |
| AMZN | AMAZON COM INC COM | $19.35万 | 0.04% | 812 | 5 | 0.6% | $1,192 | 加仓 |