13F 机构持仓

Bernard Wealth Management Corp.

ROYAL OAK MI · SEC CIK 0002056313

2026Q22026Q1 更早 9 个季度 🔒
$2.71亿2026Q2 申报市值
325持仓数
62.2%前十大占比 · 第一大 14.9%
19 / 54新建仓 / 清仓
申报市值走势$2.71亿2026Q2
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

NVDA 14.9%
SCHX 14.4%
AAPL 8.9%
SCHM 4.2%
LLY 4.0%
DGRO 3.7%
EMXC 3.6%
SCHA 3.0%
GOOGL 2.8%
MSFT 2.7%

2026Q2 买入最多 按季末市值估算

GEV 新建仓+$344.82万
MU 加仓+$159.41万
SCHX 加仓+$59.33万
HONA 新建仓+$52.66万
CORP 加仓+$39.52万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$168.56万
UBER 减仓-$130.60万
BRK/A 减仓-$74.89万
GOOGL 减仓-$58.57万
HON 减仓-$53.32万

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
SUB ISHARES TR $00.00%0 -450-100.0% -$4.79万 清仓
BUFR FIRST TR EXCHNG TRADED FD VI $00.00%0 -873-100.0% -$2.95万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -100-100.0% -$2.75万 清仓
CG CARLYLE GROUP INC $00.00%0 -500-100.0% -$2.42万 清仓
SYK STRYKER CORPORATION $00.00%0 -36-100.0% -$1.18万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -20-100.0% -$9,831 清仓
HACK AMPLIFY ETF TR $00.00%0 -128-100.0% -$9,612 清仓
IDXX IDEXX LABS INC $00.00%0 -15-100.0% -$8,429 清仓
PLNT PLANET FITNESS MASTER ISSUER $00.00%0 -100-100.0% -$7,438 清仓
MCD MCDONALDS CORP $00.00%0 -20-100.0% -$6,216 清仓
SMG SCOTTS MIRACLE-GRO CO $00.00%0 -100-100.0% -$6,081 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -13-100.0% -$4,653 清仓
KKR KKR & CO INC $00.00%0 -50-100.0% -$4,652 清仓
SBUX STARBUCKS CORP $00.00%0 -50-100.0% -$4,480 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -20-100.0% -$3,921 清仓
MBB ISHARES TR $00.00%0 -40-100.0% -$3,798 清仓
C CITIGROUP INC $00.00%0 -32-100.0% -$3,630 清仓
M MACYS INC $00.00%0 -200-100.0% -$3,618 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -50-100.0% -$3,559 清仓
— VANECK ETF TRUST $00.00%0 -100-100.0% -$2,877 清仓
OUST OUSTER INC $00.00%0 -150-100.0% -$2,756 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -50-100.0% -$2,694 清仓
MRNA MODERNA INC $00.00%0 -50-100.0% -$2,540 清仓
ADSK AUTODESK INC $00.00%0 -10-100.0% -$2,394 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -5-100.0% -$2,233 清仓
TLT ISHARES TR $00.00%0 -25-100.0% -$2,168 清仓
JCAP JEFFERSON CAPITAL INC $00.00%0 -100-100.0% -$1,923 清仓
RACE FERRARI N V $00.00%0 -5-100.0% -$1,693 清仓
CCL CARNIVAL CORP $00.00%0 -65-100.0% -$1,683 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -27-100.0% -$1,608 清仓
BDX BECTON DICKINSON & CO $00.00%0 -10-100.0% -$1,573 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 -64-100.0% -$1,554 清仓
NVO NOVO-NORDISK A S $00.00%0 -40-100.0% -$1,470 清仓
BA BOEING CO $00.00%0 -7-100.0% -$1,394 清仓
MKC MCCORMICK & CO INC $00.00%0 -20-100.0% -$1,009 清仓
YETI YETI HLDGS INC $00.00%0 -25-100.0% -$915 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -8-100.0% -$872 清仓
— CLEARWAY ENERGY INC $00.00%0 -20-100.0% -$784 清仓
— HOLOGIC INC $00.00%0 -10-100.0% -$756 清仓
BOBS BOBS DISC FURNITURE INC $00.00%0 -50-100.0% -$588 清仓
— TIZIANA LIFE SCIENCES LTD $00.00%0 -500-100.0% -$585 清仓
— NANOVIRICIDES INC $00.00%0 -500-100.0% -$457 清仓
TIP ISHARES TR $00.00%0 -4-100.0% -$442 清仓
BETA BETA TECHNOLOGIES INC $00.00%0 -30-100.0% -$441 清仓
— SAFE PRO GROUP INC $00.00%0 -100-100.0% -$381 清仓
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -16-100.0% -$335 清仓
WAT WATERS CORP $00.00%0 -1-100.0% -$298 清仓
BEP BROOKFIELD RENEWABLE ENERGY $00.00%0 -5-100.0% -$164 清仓
FIG FIGMA INC $00.00%0 -5-100.0% -$106 清仓
— ZEROSTACK CORP $00.00%0 -12-100.0% -$75 清仓
— BEYOND MEAT INC $00.00%0 -30-100.0% -$22 清仓
— FONAR CORP $00.00%0 -1-100.0% -$19 清仓
— CORE AI HOLDINGS INC $00.00%0 -7-100.0% -$8 清仓
— FARADAY FUTURE INTLGT ELEC I $00.00%0 -5-100.0% -$2 清仓
NOK NOKIA CORP $140.00%1 00.0% — 不变
— GENPREX INC $160.00%30 -170-85.0% -$91 减仓
MHD BLACKROCK MUNIHOLDINGS FD IN $240.00%2 00.0% — 不变
LBRT LIBERTY ENERGY INC $270.00%1 00.0% — 不变
AMC AMC ENTMT HLDGS INC $330.00%17 00.0% — 不变
ALT ALTIMMUNE INC $460.00%15 00.0% — 不变
— AMERICAN WELL CORP $460.00%5 00.0% — 不变
S SENTINELONE INC $680.00%4 00.0% — 不变
— ELEVRA LITHIUM LTD $690.00%1 1— $69 新建仓
— GAMESTOP CORP NEW $1680.00%60 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $2090.00%6 -100-94.3% -$3,483 减仓
ABAT AMERICAN BATTERY TECHNOLOGY $2670.00%94 00.0% — 不变
WY WEYERHAEUSER CO $2880.00%12 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $2940.00%10 00.0% — 不变
IJR ISHARES TR $2970.00%2 2— $297 新建仓
SBGI SINCLAIR INC $3570.00%25 00.0% — 不变
GE GE AEROSPACE $3740.00%1 00.0% — 不变
— VANECK ETF TRUST $4130.00%10 00.0% — 不变
T AT&T INC $4140.00%20 00.0% — 不变
ABNB AIRBNB INC $4300.00%3 3— $430 新建仓
NEE NEXTERA ENERGY INC $4390.00%5 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $4690.00%12 00.0% — 不变
— AMERICAN BITCOIN CORP. $4940.00%724 00.0% — 不变
IHI ISHARES TR $5930.00%12 00.0% — 不变
HOOD ROBINHOOD MKTS INC $6020.00%6 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $6330.00%10 00.0% — 不变
BUG GLOBAL X FDS $6500.00%17 00.0% — 不变
CWEN CLEARWAY ENERGY INC $6840.00%20 20— $684 新建仓
DKNG DRAFTKINGS INC NEW $7580.00%30 00.0% — 不变
— ELECTRONIC ARTS INC $8210.00%4 00.0% — 不变
HASI HA SUSTAINABLE INFRA CAP INC $8210.00%21 00.0% — 不变
ITOT ISHARES TR $8220.00%5 5— $822 新建仓
VTWO VANGUARD SCOTTSDALE FDS $8500.00%7 00.0% — 不变
— COMPUGEN LTD $8560.00%400 00.0% — 不变
W WAYFAIR INC $9250.00%10 10— $925 新建仓
VCRB VANGUARD MALVERN FDS $9270.00%12 00.0% — 不变
ICLN ISHARES TR $1,1270.00%55 00.0% — 不变
VOT VANGUARD INDEX FDS $1,2260.00%4 00.0% — 不变
SNOW SNOWFLAKE INC $1,2730.00%5 5— $1,273 新建仓
VXUS VANGUARD STAR FDS $1,2830.00%15 15— $1,283 新建仓
SMH VANECK ETF TRUST $1,3120.00%2 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $1,4190.00%33 00.0% — 不变
SHEL SHELL PLC $1,4740.00%19 00.0% — 不变
CVNA CARVANA CO $1,6460.00%25 25— $1,646 新建仓
BND VANGUARD BD INDEX FDS $1,6890.00%23 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $1,7540.00%12 00.0% — 不变