Bernard Wealth Management Corp.
ROYAL OAK MI · SEC CIK 0002056313
$2.34亿2026Q1 申报市值
360持仓数
62.5%前十大占比 · 第一大 15.7%
23 / 19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
IEFA 加仓+$166.51万
EMXC 加仓+$165.21万
SPY 加仓+$52.42万
CAT 加仓+$19.77万
CORP 加仓+$13.84万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$168.52万
SCHX 减仓-$118.55万
NVDA 减仓-$100.84万
AAPL 减仓-$29.77万
V 减仓-$23.33万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK LONG-TERM MUN ADVA | $0 | 0.00% | 0 | -6,100 | -100.0% | -$5.66万 | 清仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $0 | 0.00% | 0 | -5,200 | -100.0% | -$5.32万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -225 | -100.0% | -$1.96万 | 清仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$6,732 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,210 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8 | -100.0% | -$942 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4 | -100.0% | -$338 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2 | -100.0% | -$314 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$193 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -4 | -100.0% | -$192 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$169 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3 | -100.0% | -$166 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -3 | -100.0% | -$158 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3 | -100.0% | -$122 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2 | -100.0% | -$91 | 清仓 |
| — | FLORA GROWTH CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$76 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -2 | -100.0% | -$58 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -2 | -100.0% | -$24 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$22 | 清仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CORE AI HOLDINGS INC | $8 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $17 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | FONAR CORP | $19 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $22 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| — | AMERICAN WELL CORP | $27 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $47 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $52 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | ZEROSTACK CORP | $75 | 0.00% | 12 | 12 | — | $75 | 新建仓 |
| FIG | FIGMA INC | $106 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $164 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $228 | 0.00% | 10 | -60 | -85.7% | -$1,368 | 减仓 |
| — | GAMESTOP CORP NEW | $232 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $263 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $284 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $294 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $298 | 0.00% | 1 | 1 | — | $298 | 新建仓 |
| SBGI | SINCLAIR INC | $324 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $335 | 0.00% | 16 | 16 | — | $335 | 新建仓 |
| — | GENPREX INC | $362 | 0.00% | 200 | 200 | — | $362 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $379 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SAFE PRO GROUP INC | $381 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $388 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $416 | 0.00% | 6 | 6 | — | $416 | 新建仓 |
| BUG | GLOBAL X FDS | $427 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $441 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $442 | 0.00% | 4 | 4 | — | $442 | 新建仓 |
| — | NANOVIRICIDES INC | $457 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $465 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $580 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | TIZIANA LIFE SCIENCES LTD | $585 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BOBS | BOBS DISC FURNITURE INC | $588 | 0.00% | 50 | 50 | — | $588 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $599 | 0.00% | 10 | 10 | — | $599 | 新建仓 |
| IHI | ISHARES TR | $641 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $649 | 0.00% | 30 | -1,250 | -97.7% | -$2.70万 | 减仓 |
| — | AMERICAN BITCOIN CORP. | $670 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $702 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $767 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $772 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $784 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $816 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD | $852 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $872 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $915 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $929 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1,006 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1,009 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1,030 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,394 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1,418 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $1,470 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,528 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $1,554 | 0.00% | 64 | 64 | — | $1,554 | 新建仓 |
| CRBN | ISHARES TR | $1,560 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,572 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1,573 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,608 | 0.00% | 27 | 27 | — | $1,608 | 新建仓 |
| CCL | CARNIVAL CORP | $1,683 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1,693 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $1,694 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1,767 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $1,800 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $1,862 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JCAP | JEFFERSON CAPITAL INC | $1,923 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2,017 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2,094 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $2,135 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $2,148 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2,168 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $2,201 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,233 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $2,234 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2,309 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2,394 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $2,508 | 0.00% | 2,022 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,540 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $2,694 | 0.00% | 50 | 0 | 0.0% | — | 不变 |