13F 机构持仓

Bare Financial Services, Inc

GAP PA · SEC CIK 0002009426

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.8%
VTV 9.0%
AVUV 9.0%
IEFA 8.6%
BND 8.4%
WWJD 4.7%
PYLD 4.5%
IBD 4.3%
ELCV 3.4%
EMXC 3.4%

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 26123.8% $1.66万 加仓
PLXS PLEXUS CORP COM $3.10万0.01%103 3041.1% $9,020 加仓
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $3.10万0.01%1,561 784100.9% $1.56万 加仓
STRL STERLING INFRASTRUCTURE INC COM $3.11万0.01%37 00.0% — 不变
NPO ENPRO INC COM $3.13万0.01%83 3056.6% $1.13万 加仓
LITE LUMENTUM HLDGS INC COM $3.17万0.01%37 38.8% $2,574 加仓
— ARCOSA INC COM $3.20万0.01%220 10591.3% $1.53万 加仓
PANW PALO ALTO NETWORKS INC COM $3.21万0.01%94 4074.1% $1.36万 加仓
TJX TJX COS INC NEW COM $3.23万0.01%213 6947.9% $1.05万 加仓
MSGK MADISON SQUARE GRDN SPRT CORP CL A $3.25万0.01%81 2339.7% $9,242 加仓
D DOMINION ENERGY INC COM $3.30万0.01%483 6014.2% $4,097 加仓
PSMT PRICESMART INC COM $3.34万0.01%171 6256.9% $1.21万 加仓
ESE ESCO TECHNOLOGIES INC COM $3.40万0.01%97 3454.0% $1.19万 加仓
ADI ANALOG DEVICES INC COM $3.42万0.01%86 2438.7% $9,532 加仓
AMGN AMGEN INC COM $3.48万0.01%96 3660.0% $1.30万 加仓
VZ VERIZON COMMUNICATIONS INC COM $3.56万0.01%841 22937.4% $9,696 加仓
BA BOEING CO COM $3.57万0.01%165 4032.0% $8,659 加仓
ETN EATON CORP PLC SHS $3.58万0.01%84 3986.7% $1.66万 加仓
AEIS ADVANCED ENERGY INDS COM $3.58万0.01%96 00.0% — 不变
LIN LINDE PLC SHS $3.58万0.01%69 3076.9% $1.56万 加仓
ESI ELEMENT SOLUTIONS INC COM $3.68万0.01%770 34982.9% $1.67万 加仓
APH AMPHENOL CORP CL A $3.69万0.01%209 6949.3% $1.22万 加仓
DELL DELL TECHNOLOGIES INC CL C $3.71万0.01%86 1826.5% $7,766 加仓
MS MORGAN STANLEY COM NEW $3.72万0.01%178 91104.6% $1.90万 加仓
SITM SITIME CORP COM $3.73万0.01%50 1128.2% $8,201 加仓
XLE Energy Select Sector SPDR ETF $3.74万0.01%704 00.0% — 不变
MKSI MKS INC. COM $3.83万0.01%86 3362.3% $1.47万 加仓
DIS DISNEY WALT CO COM $3.83万0.01%398 11942.7% $1.15万 加仓
OZK BANK OZK LITTLE ROCK ARK COM $3.88万0.01%744 00.0% — 不变
VSAT VIASAT INC COM $4.02万0.01%448 232107.4% $2.08万 加仓
TFC TRUIST FINL CORP COM $4.05万0.01%812 30.4% $149 加仓
COHR COHERENT CORP COM $4.06万0.01%103 99.6% $3,550 加仓
MGV VANGUARD MEGA CAP VALUE ETF $4.12万0.01%252 00.0% — 不变
FLKR FRANKLIN FTSE SOUTH KOREA ETF $4.20万0.01%635 00.0% — 不变
UGI UGI CORP NEW COM $4.26万0.01%1,232 00.0% — 不变
SANM SANMINA CORP COM $4.28万0.01%169 6257.9% $1.57万 加仓
VIAV VIAVI SOLUTIONS INC COM $4.28万0.01%896 32356.4% $1.54万 加仓
SMTC SEMTECH CORP COM $4.31万0.01%266 8043.0% $1.29万 加仓
GLW CORNING INC COM $4.32万0.01%169 6257.9% $1.58万 加仓
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $4.47万0.01%1,007 00.0% — 不变
HSBC HSBC HLDGS PLC SPON ADR NEW $4.52万0.01%475 259119.9% $2.46万 加仓
C CITIGROUP INC COM NEW $4.52万0.01%323 10044.8% $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 5757.6% $1.70万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $4.70万0.01%371 6220.1% $7,848 加仓
MFC MANULIFE FINL CORP COM $4.85万0.01%1,198 26127.9% $1.06万 加仓
MGM MGM RESORTS INTERNATIONAL COM $4.93万0.01%1,031 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $4.96万0.01%49 1648.5% $1.62万 加仓
FORM FORMFACTOR INC COM $5.17万0.01%323 13269.1% $2.11万 加仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $5.20万0.01%342 00.0% — 不变
PG PROCTER & GAMBLE CO COM $5.28万0.01%360 193115.6% $2.83万 加仓
MA MASTERCARD INCORPORATED CL A $5.34万0.01%104 55112.2% $2.82万 加仓
PTL INSPIRE 500 ETF $5.51万0.01%193 10.5% $285 加仓
CVX CHEVRON CORPORATION COM $5.55万0.01%335 8936.2% $1.48万 加仓
ANET ARISTA NETWORKS INC COM SHS $5.61万0.01%330 6323.6% $1.07万 加仓
RY ROYAL BK CDA COM $6.00万0.01%290 11162.0% $2.30万 加仓
KLAC KLA CORP COM NEW $6.03万0.01%200 9081.8% $2.72万 加仓
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $6.10万0.01%1,210 00.0% — 不变
GEV GE VERNOVA INC COM $6.23万0.01%53 1435.9% $1.64万 加仓
— SILA REALTY TRUST INC CLASS A $6.33万0.01%2,084 00.0% — 不变
XLF Financial Select Sector SPDR ETF $6.52万0.01%1,217 00.0% — 不变
GE GE AEROSPACE COM NEW $6.54万0.02%175 5444.6% $2.02万 加仓
V VISA INC COM CL A $6.76万0.02%197 100103.1% $3.43万 加仓
WPC WP CAREY INC COM $6.81万0.02%952 687.7% $4,862 加仓
HD HOME DEPOT INC COM $7.05万0.02%200 4025.0% $1.41万 加仓
CAT CATERPILLAR INC COM $7.13万0.02%67 2663.4% $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 40.6% $432 加仓
CSCO CISCO SYS INC COM $7.85万0.02%668 20945.5% $2.45万 加仓
BAC BANK OF AMER CORP COM $7.86万0.02%1,380 35334.4% $2.01万 加仓
LRCX LAM RESEARCH CORP COM NEW $8.02万0.02%185 102122.9% $4.42万 加仓
IAT ISHARES U.S. REGIONAL BANKS ETF $8.56万0.02%1,376 00.0% — 不变
ASML ASML HLDG NV N Y REGISTRY SHS $8.75万0.02%44 22100.0% $4.38万 加仓
IYF ISHARES U.S. FINANCIALS ETF $8.77万0.02%688 00.0% — 不变
KO COCA COLA CO COM $8.91万0.02%1,096 29336.5% $2.38万 加仓
THO THOR INDS INC COM $8.93万0.02%1,188 00.0% — 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%41 513.9% $1.14万 加仓
ASTS AST SPACEMOBILE INC COM CL A $9.82万0.02%1,105 19521.4% $1.73万 加仓
VV VANGUARD LARGE-CAP ETF $9.84万0.02%286 00.0% — 不变
F FORD MTR CO COM $10.15万0.02%7,305 5377.9% $7,464 加仓
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $11.12万0.03%1,830 00.0% — 不变
LLY ELI LILLY & CO COM $11.15万0.03%93 2740.9% $3.24万 加仓
PPL PPL CORP COM $11.17万0.03%3,072 00.0% — 不变
META META PLATFORMS INC CL A $12.22万0.03%217 5937.3% $3.32万 加仓
GOOG ALPHABET INC CAP STK CL C $12.83万0.03%363 00.0% — 不变
IWS ISHARES RUSSELL MID-CAP VALUE ETF $12.90万0.03%784 00.0% — 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 00.0% — 不变
VNQ VANGUARD REAL ESTATE ETF $13.83万0.03%1,434 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $15.81万0.04%316 9039.8% $4.50万 加仓
JPM JPMORGAN CHASE & CO COM $16.17万0.04%494 10426.7% $3.40万 加仓
SBCF SEACOAST BKG CORP FLA COM NEW $16.17万0.04%4,864 1854.0% $6,151 加仓
CGCP CAPITAL GROUP CORE PLUS INCOME ETF $16.69万0.04%7,489 00.0% — 不变
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF $16.78万0.04%6,521 00.0% — 不变
QQQ INVESCO QQQ TRUST SERIES I $16.79万0.04%228 00.0% — 不变
TSLA TESLA INC COM $17.03万0.04%405 12243.1% $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 21118.2% $2.95万 加仓
AMZN AMAZON COM INC COM $19.35万0.04%812 50.6% $1,192 加仓