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 |
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $1.58万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.57万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1.54万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.53万 | 0.01% | 1,404 | 9 | 0.6% | $98 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.52万 | 0.01% | 58 | 50 | 625.0% | $1.31万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.51万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.50万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $1.49万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.45万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.44万 | 0.01% | 121 | 121 | — | $1.44万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $1.42万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $1.38万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.35万 | 0.01% | 65 | 65 | — | $1.35万 | 新建仓 |
| EFG | ISHARES TR | $1.34万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $1.32万 | 0.01% | 120 | 120 | — | $1.32万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $1.26万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.25万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1.21万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.18万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $1.17万 | 0.00% | 215 | 215 | — | $1.17万 | 新建仓 |
| CLX | CLOROX CO DEL | $1.14万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $1.12万 | 0.00% | 481 | 41 | 9.3% | $956 | 加仓 |
| FTS | FORTIS INC | $1.09万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.06万 | 0.00% | 155 | 80 | 106.7% | $5,451 | 加仓 |
| FUL | FULLER H B CO | $1.04万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.03万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1.02万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $1.00万 | 0.00% | 166 | 98 | 144.1% | $5,925 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1.00万 | 0.00% | 401 | -233 | -36.8% | -$5,820 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9,978 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $9,915 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9,858 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,831 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $9,612 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $9,357 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $8,982 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,429 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.00% | 2 | -1 | -33.3% | -$4,210 | 减仓 |
| CVS | CVS HEALTH CORP | $8,403 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $8,022 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $7,838 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $7,825 | 0.00% | 249 | 2 | 0.8% | $63 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $7,438 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,969 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $6,746 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $6,596 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $6,216 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $6,081 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $5,988 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5,975 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5,031 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $4,885 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $4,653 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $4,652 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $4,556 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4,480 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $4,110 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,090 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $4,079 | 0.00% | 100 | 100 | — | $4,079 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $3,921 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $3,798 | 0.00% | 40 | 40 | — | $3,798 | 新建仓 |
| EBAY | EBAY INC. | $3,732 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $3,687 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3,630 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $3,620 | 0.00% | 234 | 5 | 2.2% | $77 | 加仓 |
| M | MACYS INC | $3,618 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,559 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $3,540 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $3,529 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $3,176 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,918 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $2,877 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,871 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2,808 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,796 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2,788 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $2,756 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,722 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,709 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $2,694 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,540 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $2,508 | 0.00% | 2,022 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2,394 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $2,309 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $2,234 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,233 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $2,201 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2,168 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $2,148 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $2,135 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2,094 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2,017 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JCAP | JEFFERSON CAPITAL INC | $1,923 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $1,862 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $1,800 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1,767 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $1,694 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1,693 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1,683 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,608 | 0.00% | 27 | 27 | — | $1,608 | 新建仓 |