13F 机构持仓

Bare Financial Services, Inc

GAP PA · SEC CIK 0002009426

2026Q22026Q1 更早 9 个季度 🔒
$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
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%
IEFA 9.1%
AVUV 9.1%
VTV 9.1%
BND 8.9%
WWJD 5.2%
IBD 4.9%
PYLD 4.6%
ELCV 3.4%
EMXC 3.1%

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
MFC MANULIFE FINL CORP COM $3.23万0.01%937 475.3% $1,619 加仓
AEIS ADVANCED ENERGY INDS COM $3.10万0.01%96 66.7% $1,936 加仓
VZ VERIZON COMMUNICATIONS INC COM $3.07万0.01%612 18543.3% $9,287 加仓
NFLX NETFLIX INC. COM $2.98万0.01%310 8739.0% $8,365 加仓
V VISA INC COM CL A $2.93万0.01%97 -26-21.1% -$7,858 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $2.91万0.01%22 529.4% $6,604 加仓
CAT CATERPILLAR INC COM $2.90万0.01%41 928.1% $6,376 加仓
RY ROYAL BK CDA COM $2.90万0.01%179 6050.4% $9,707 加仓
PFE PFIZER INC COM $2.84万0.01%1,013 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $2.79万0.01%33 310.0% $2,538 加仓
DIS DISNEY WALT CO COM $2.69万0.01%279 6128.0% $5,879 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $2.68万0.01%183 2918.8% $4,242 加仓
RTX RTX CORPORATION COM $2.64万0.01%137 1310.5% $2,508 加仓
D DOMINION ENERGY INC COM $2.62万0.01%423 4010.4% $2,473 加仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $2.59万0.01%362 00.0% — 不变
CNP CENTERPOINT ENERGY INC COM $2.57万0.01%596 00.0% — 不变
FLKR FRANKLIN FTSE SOUTH KOREA ETF $2.53万0.01%635 -18-2.8% -$718 减仓
C CITIGROUP INC COM NEW $2.53万0.01%223 4626.0% $5,217 加仓
BA BOEING CO COM $2.49万0.01%125 97.8% $1,791 加仓
CRM SALESFORCE INC COM $2.46万0.01%132 87193.3% $1.62万 加仓
MA MASTERCARD INCORPORATED CL A $2.45万0.01%49 35250.0% $1.75万 加仓
PG PROCTER & GAMBLE CO COM $2.41万0.01%167 96135.2% $1.39万 加仓
LITE LUMENTUM HLDGS INC COM $2.39万0.01%34 1147.8% $7,730 加仓
MCD MCDONALDS CORP COM $2.33万0.01%75 1219.0% $3,729 加仓
TJX TJX COS INC NEW COM $2.30万0.01%144 3329.7% $5,270 加仓
SNDK SANDISK CORP COM $2.29万0.01%36 -44-55.0% -$2.80万 减仓
COHR COHERENT CORP COM $2.24万0.01%94 55.6% $1,191 加仓
— FRANKLIN FTSE EUROPE ETF $2.23万0.01%612 00.0% — 不变
— NUVEEN PA INVT QUALITY MUN FD COM $2.20万0.01%1,848 00.0% — 不变
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF $2.19万0.01%854 -384-31.0% -$9,838 减仓
PEP PEPSICO INC COM $2.17万0.01%140 2016.7% $3,106 加仓
AMGN AMGEN INC COM $2.11万0.01%60 1327.7% $4,574 加仓
CTVA CORTEVA INC COM $2.08万0.01%248 2310.2% $1,925 加仓
CASK MGP INGREDIENTS INC NEW COM $1.97万0.01%1,073 00.0% — 不变
ADI ANALOG DEVICES INC COM $1.97万0.01%62 1737.8% $5,408 加仓
O REALTY INCOME CORP COM $1.94万0.01%317 227.5% $1,346 加仓
LIN LINDE PLC SHS $1.93万0.01%39 1669.6% $7,932 加仓
TXN TEXAS INSTRS INC COM $1.92万0.01%99 1923.8% $3,689 加仓
VIAV VIAVI SOLUTIONS INC COM $1.91万0.01%573 499.4% $1,631 加仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $1.91万0.01%279 00.0% — 不变
OXY OCCIDENTAL PETE CORP COM $1.89万0.00%291 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT CORP CL A $1.86万0.00%58 713.7% $2,250 加仓
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF $1.85万0.00%104 104— $1.85万 新建仓
FORM FORMFACTOR INC COM $1.85万0.00%191 4934.5% $4,753 加仓
UL UNILEVER PLC SPON ADR NEW $1.83万0.00%322 263445.8% $1.50万 加仓
— INSPIRE CAPITAL APPRECIATION ETF $1.83万0.00%638 11922.9% $3,414 加仓
CB CHUBB LTD SWITZ COM $1.83万0.00%56 816.7% $2,608 加仓
COP CONOCOPHILLIPS COM $1.81万0.00%137 1815.1% $2,376 加仓
HSBC HSBC HLDGS PLC SPON ADR NEW $1.78万0.00%216 4022.7% $3,300 加仓
LRCX LAM RESEARCH CORP COM NEW $1.77万0.00%83 1929.7% $4,060 加仓
ESE ESCO TECHNOLOGIES INC COM $1.77万0.00%63 1121.2% $3,095 加仓
APH AMPHENOL CORP CL A $1.77万0.00%140 2117.6% $2,653 加仓
HSY HERSHEY CO COM $1.77万0.00%85 00.0% — 不变
BWA BORGWARNER INC COM $1.73万0.00%318 206.7% $1,085 加仓
NEM NEWMONT CORP COM $1.70万0.00%157 5858.6% $6,279 加仓
BKNG BOOKING HOLDINGS INC COM $1.68万0.00%4 2100.0% $8,420 加仓
CTRE CARETRUST REIT INC COM $1.68万0.00%457 6215.7% $2,272 加仓
GILD GILEAD SCIENCES INC COM $1.67万0.00%120 2222.4% $3,066 加仓
KEY KEYCORP COM $1.65万0.00%824 10013.8% $2,005 加仓
PSMT PRICESMART INC COM $1.64万0.00%109 1617.2% $2,408 加仓
HOG HARLEY DAVIDSON INC COM $1.63万0.00%805 -30-3.6% -$607 减仓
CRC CALIFORNIA RES CORP COM STOCK $1.63万0.00%235 209.3% $1,384 加仓
T AT&T INC COM $1.63万0.00%561 460455.4% $1.33万 加仓
KLAC KLA CORP COM NEW $1.62万0.00%11 110.0% $1,472 加仓
KNF KNIFE RIVER CORP COMMON STOCK $1.62万0.00%198 177842.9% $1.45万 加仓
NEE NEXTERA ENERGY INC COM $1.62万0.00%174 4231.8% $3,901 加仓
ETN EATON CORP PLC SHS $1.61万0.00%45 925.0% $3,219 加仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1.61万0.00%211 20910,450.0% $1.59万 加仓
GGG GRACO INC COM $1.59万0.00%188 -49-20.7% -$4,148 减仓
E ENI SPA SPONSORED ADR $1.59万0.00%281 3112.4% $1,755 加仓
CME CME GROUP INC COM $1.57万0.00%53 817.8% $2,363 加仓
FLJP FRANKLIN FTSE JAPAN ETF $1.56万0.00%432 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $1.55万0.00%404 -4,118-91.1% -$15.82万 减仓
TIP ISHARES TIPS BOND ETF $1.54万0.00%140 00.0% — 不变
AXP AMERICAN EXPRESS CO COM $1.54万0.00%51 48.5% $1,210 加仓
EQNR EQUINOR ASA SPONSORED ADR $1.54万0.00%365 113.1% $464 加仓
VIRT VIRTU FINL INC CL A $1.54万0.00%350 16993.4% $7,433 加仓
TTMI TTM TECHNOLOGIES INC COM $1.54万0.00%158 00.0% — 不变
TTE TOTALENERGIES SE ACT $1.53万0.00%168 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC COM $1.51万0.00%37 -2-5.1% -$815 减仓
KVUE KENVUE INC COM $1.51万0.00%873 8141,379.7% $1.40万 加仓
IDCC INTERDIGITAL INC COM $1.48万0.00%49 716.7% $2,114 加仓
PLXS PLEXUS CORP COM $1.48万0.00%73 1423.7% $2,835 加仓
Q QNITY ELECTRONICS INC COMMON STOCK $1.48万0.00%128 00.0% — 不变
KB KB FINL GROUP INC SPONSORED ADR $1.48万0.00%148 00.0% — 不变
ISRG INTUITIVE SURGICAL INC COM NEW $1.48万0.00%32 -3-8.6% -$1,383 减仓
SAP SAP SE SPON ADR $1.47万0.00%86 801,333.3% $1.37万 加仓
DE DEERE & CO COM $1.46万0.00%26 -8-23.5% -$4,506 减仓
WELL WELLTOWER INC COM $1.46万0.00%74 1729.8% $3,361 加仓
DY DYCOM INDS INC COM $1.46万0.00%43 -1-2.3% -$339 减仓
GLW CORNING INC COM $1.45万0.00%107 1415.1% $1,904 加仓
ROST ROSS STORES INC COM $1.45万0.00%67 915.5% $1,950 加仓
PECO PHILLIPS EDISON & CO INC COMMON STOCK $1.44万0.00%386 8829.5% $3,293 加仓
ESI ELEMENT SOLUTIONS INC COM $1.44万0.00%421 6417.9% $2,185 加仓
NOC NORTHROP GRUMMAN CORP COM $1.43万0.00%21 210.5% $1,364 加仓
MS MORGAN STANLEY COM NEW $1.43万0.00%87 47117.5% $7,734 加仓
SMTC SEMTECH CORP COM $1.43万0.00%186 00.0% — 不变
MDT MEDTRONIC PLC SHS $1.41万0.00%163 149.4% $1,213 加仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $1.41万0.00%230 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $1.40万0.00%107 1313.8% $1,702 加仓