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
VECO VEECO INSTRS INC DEL COM $2,2740.00%30 730.4% $531 加仓
INDI INDIE SEMICONDUCTOR INC CLASS A COM $2,2670.00%505 505— $2,267 新建仓
CHCO CITY HLDG CO COM $2,2550.00%17 430.8% $531 加仓
— GCT SEMICONDUCTOR HLDG INC COMMON STOCK $2,2450.00%756 756— $2,245 新建仓
GFF GRIFFON CORP COM $2,2430.00%23 00.0% — 不变
WABC WESTAMERICA BANCORPORATION COM $2,2290.00%38 1672.7% $939 加仓
LUNR INTUITIVE MACHINES INC CLASS A COM $2,2250.00%104 4989.1% $1,048 加仓
— NUVALENT INC COM $2,2230.00%18 -42-70.0% -$5,187 减仓
PNFP PINNACLE FINL PARTNERS INC COM $2,2190.00%22 -46-67.6% -$4,640 减仓
ROKU ROKU INC COM CL A $2,2100.00%16 -3-15.8% -$414 减仓
FHI FEDERATED HERMES INC CL B $2,2090.00%40 00.0% — 不变
— FALCONS BEYOND GLOBAL INC COM CL A $2,2040.00%123 4659.7% $824 加仓
RES RPC INC COM $2,1800.00%374 00.0% — 不变
VMRK EQUITY RESIDENTIAL SH BEN INT $2,1740.00%32 00.0% — 不变
NVMI NOVA LTD COM $2,1720.00%4 00.0% — 不变
HPK HIGHPEAK ENERGY INC COM $2,1600.00%309 00.0% — 不变
HLI HOULIHAN LOKEY INC CL A $2,1460.00%16 -4-20.0% -$536 减仓
FTRE FORTREA HLDGS INC COMMON STOCK $2,1400.00%123 72141.2% $1,253 加仓
RKLB ROCKET LAB CORP COM $2,1350.00%21 21— $2,135 新建仓
MEDP MEDPACE HLDGS INC COM $2,1190.00%4 -1-20.0% -$530 减仓
VG VENTURE GLOBAL INC COM CL A $2,1040.00%189 -152-44.6% -$1,692 减仓
FLO FLOWERS FOODS INC COM $2,1010.00%266 -52-16.4% -$411 重新持有
BLZE BACKBLAZE INC COM CL A $2,0940.00%132 132— $2,094 新建仓
CRWV COREWEAVE INC COM CL A $2,0900.00%21 15250.0% $1,493 加仓
CBT CABOT CORP COM $2,0890.00%23 00.0% — 不变
BKH BLACK HILLS CORP COM $2,0830.00%28 00.0% — 不变
— GREENE CNTY BANCORP INC COM $2,0830.00%62 62— $2,083 新建仓
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $2,0460.00%16 00.0% — 不变
ACHC ACADIA HEALTHCARE COMPANY INC COM $2,0380.00%69 1119.0% $325 加仓
AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS $2,0350.00%43 2087.0% $947 重新持有
WTRG ESSENTIAL UTILS INC COM $2,0300.00%53 00.0% — 不变
CPRT COPART INC COM $2,0300.00%72 44157.1% $1,241 重新持有
AAT AMERICAN ASSETS TR INC COM $2,0250.00%82 00.0% — 不变
TRC TEJON RANCH CO COM $2,0200.00%108 00.0% — 不变
PRAX PRAXIS PRECISION MEDICINES INC COM NEW $2,0090.00%6 -4-40.0% -$1,339 减仓
RL RALPH LAUREN CORP CL A $2,0070.00%5 125.0% $401 加仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $2,0050.00%28 00.0% — 不变
DVA DAVITA INC COM $2,0020.00%9 00.0% — 不变
UCTT ULTRA CLEAN HLDGS INC COM $1,9960.00%14 7100.0% $998 加仓
— MAXCYTE INC COM $1,9670.00%1,599 1,599— $1,967 新建仓
KALU KAISER ALUMINIUM CORPORATION COM PAR $0.01 $1,9560.00%10 342.9% $587 加仓
OHI OMEGA HEALTHCARE INVS INC COM $1,9070.00%40 00.0% — 不变
TNGX TANGO THERAPEUTICS INC COM $1,9070.00%61 61— $1,907 新建仓
GMED GLOBUS MED INC CL A $1,8960.00%24 -17-41.5% -$1,343 减仓
MBX MBX BIOSCIENCES INC COM $1,8770.00%34 34— $1,877 新建仓
ERAS ERASCA INC COM $1,8690.00%102 -14-12.1% -$257 减仓
ARCB ARCBEST CORP COM $1,8660.00%13 00.0% — 不变
SAH SONIC AUTOMOTIVE INC CL A $1,8650.00%22 00.0% — 不变
RMBS RAMBUS INC DEL COM $1,8580.00%14 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $1,8540.00%30 1266.7% $742 加仓
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $1,8450.00%31 18138.5% $1,071 加仓
SYBT STOCK YDS BANCORP INC COM $1,8360.00%24 -34-58.6% -$2,601 减仓
PB PROSPERITY BANCSHARES INC COM $1,8250.00%25 847.1% $584 加仓
XYZ BLOCK INC CL A $1,8240.00%24 633.3% $456 加仓
VAL VALARIS LTD CL A $1,8150.00%25 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP CL A $1,8110.00%92 4491.7% $866 加仓
RPD RAPID7 INC COM $1,8060.00%223 153218.6% $1,239 加仓
BUSE FIRST BUSEY CORP COM NEW $1,8000.00%61 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC COM $1,7950.00%5 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR $1,7950.00%117 00.0% — 不变
HGTY HAGERTY INC CL A COM $1,7880.00%150 00.0% — 不变
HEI HEICO CORP NEW COM $1,7810.00%5 266.7% $712 加仓
FTV FORTIVE CORP COM $1,7720.00%29 00.0% — 不变
— JANUS HENDERSON GROUP PLC ORD SHS $1,7660.00%34 1254.5% $623 加仓
YEXT YEXT INC COM $1,7560.00%376 376— $1,756 新建仓
PBI PITNEY BOWES INC COM $1,7520.00%100 3963.9% $683 加仓
LB LANDBRIDGE COMPANY LLC CL A $1,7430.00%22 -4-15.4% -$317 减仓
EXEL EXELIXIS INC COM $1,7410.00%32 1152.4% $598 加仓
CUBI CUSTOMERS BANCORP INC COM $1,7400.00%22 00.0% — 不变
KSPI KASPI KZ JSC SPONSORED ADS $1,7330.00%20 00.0% — 不变
RUM RUM GROUP INC COM CL A $1,7310.00%273 00.0% — 不变
AR ANTERO RESOURCES CORP COM $1,7220.00%49 00.0% — 不变
KOD KODIAK SCIENCES INC COM $1,7140.00%44 00.0% — 不变
CPA COPA HOLDINGS SA CL A $1,7110.00%11 00.0% — 不变
ASAN ASANA INC CL A $1,7080.00%244 173243.7% $1,211 加仓
NVTS NAVITAS SEMICONDUCTOR CORP COM $1,7020.00%95 95— $1,702 新建仓
CVLT COMMVAULT SYS INC COM $1,7010.00%12 -28-70.0% -$3,969 减仓
SMPL SIMPLY GOOD FOODS CO COM $1,6870.00%127 -168-56.9% -$2,232 减仓
VC VISTEON CORP COM NEW $1,6870.00%17 00.0% — 不变
OKLO OKLO INC COM CL A $1,6750.00%32 23255.6% $1,204 加仓
NABL N-ABLE INC COMMON STOCK $1,6740.00%456 350330.2% $1,285 加仓
ZYME ZYMEWORKS INC COM $1,6730.00%64 00.0% — 不变
FND FLOOR & DECOR HLDGS INC CL A $1,6620.00%28 -95-77.2% -$5,639 减仓
CAE CAE INC COM $1,6540.00%66 00.0% — 不变
STC STEWART INFORMATION SVCS CORP COM $1,6500.00%25 -8-24.2% -$528 减仓
SRRK SCHOLAR ROCK HLDG CORP COM $1,6500.00%30 730.4% $385 加仓
HUBS HUBSPOT INC COM $1,6430.00%9 7350.0% $1,278 加仓
WYFI WHITEFIBER INC SHS $1,6320.00%42 42— $1,632 新建仓
CAMT CAMTEK LTD ORD $1,6310.00%10 00.0% — 不变
WSM WILLIAMS SONOMA INC COM $1,6310.00%7 375.0% $699 加仓
SION SIONNA THERAPEUTICS INC COM $1,6280.00%37 37— $1,628 新建仓
RAPP RAPPORT THERAPEUTICS INC COM $1,6250.00%39 23143.8% $958 重新持有
VEL VELOCITY FINL INC COM $1,6240.00%88 60214.3% $1,107 加仓
FTAI FTAI AVIATION LTD SHS $1,6230.00%6 -2-25.0% -$541 减仓
TFPM TRIPLE FLAG PRECIOUS METAL COM $1,6180.00%54 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY COM SER N $1,6150.00%28 -52-65.0% -$2,999 减仓
AVTR AVANTOR INC COM $1,6140.00%163 83103.8% $822 加仓
MDGL MADRIGAL PHARMACEUTICALS INC COM $1,6110.00%3 -3-50.0% -$1,611 减仓
SKM SK TELECOM CO LTD SPONSORED ADR $1,6080.00%50 00.0% — 不变
FBNC FIRST BANCORP N C COM $1,5990.00%25 00.0% — 不变