Barnes Wealth Management Group, Inc
Bakersfield CA · SEC CIK 0002066194
$1.97亿2026Q1 申报市值
184持仓数
30.6%前十大占比 · 第一大 4.4%
18 / 9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
CORO 新建仓+$580.02万
JPST 加仓+$244.62万
GOVT 加仓+$186.62万
IDEF 新建仓+$163.37万
BLCR 新建仓+$141.57万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$408.68万
EFV 减仓-$197.67万
IEMG 减仓-$175.51万
ITA 清仓-$105.11万
IAU 减仓-$97.18万
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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $51.58万 | 0.26% | 2,073 | 21 | 1.0% | $5,226 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.25万 | 0.27% | 6,791 | 1,323 | 24.2% | $10.37万 | 加仓 |
| USMV | ISHARES TR | $53.63万 | 0.27% | 5,782 | 153 | 2.7% | $1.42万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $54.05万 | 0.27% | 21,096 | -6,600 | -23.8% | -$16.91万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $54.67万 | 0.28% | 10,957 | 32 | 0.3% | $1,597 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $56.09万 | 0.28% | 12,243 | 143 | 1.2% | $6,551 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $57.82万 | 0.29% | 2,433 | 439 | 22.0% | $10.43万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $57.98万 | 0.29% | 13,123 | 13,123 | — | $57.98万 | 新建仓 |
| GOOGL | ALPHABET INC | $59.15万 | 0.30% | 2,057 | -469 | -18.6% | -$13.49万 | 减仓 |
| CMDT | PIMCO ETF TR | $60.95万 | 0.31% | 18,887 | 789 | 4.4% | $2.55万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $61.26万 | 0.31% | 12,223 | 12,223 | — | $61.26万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $62.19万 | 0.32% | 13,280 | 611 | 4.8% | $2.86万 | 加仓 |
| MINO | PIMCO ETF TR | $62.60万 | 0.32% | 13,857 | 920 | 7.1% | $4.16万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.45万 | 0.33% | 3,285 | 168 | 5.4% | $3.30万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $64.81万 | 0.33% | 12,963 | 96 | 0.7% | $4,799 | 加仓 |
| LGLV | SPDR SERIES TRUST | $65.06万 | 0.33% | 3,653 | -647 | -15.0% | -$11.52万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $65.14万 | 0.33% | 23,922 | 23,922 | — | $65.14万 | 新建仓 |
| DEM | WISDOMTREE TR | $67.56万 | 0.34% | 13,596 | -159 | -1.2% | -$7,901 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.20万 | 0.35% | 1,444 | 317 | 28.1% | $15.19万 | 加仓 |
| IUSV | ISHARES TR | $70.92万 | 0.36% | 6,936 | 420 | 6.4% | $4.29万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $73.13万 | 0.37% | 14,329 | 14,329 | — | $73.13万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $73.17万 | 0.37% | 15,770 | 778 | 5.2% | $3.61万 | 加仓 |
| INTF | ISHARES TR | $73.89万 | 0.37% | 18,965 | 11,719 | 161.7% | $45.66万 | 加仓 |
| WMT | WALMART INC | $75.74万 | 0.38% | 6,094 | 1,092 | 21.8% | $13.57万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $75.78万 | 0.38% | 13,393 | -1,798 | -11.8% | -$10.17万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $76.58万 | 0.39% | 6,906 | 50 | 0.7% | $5,544 | 加仓 |
| SPTM | SPDR SERIES TRUST | $77.02万 | 0.39% | 9,741 | 1,098 | 12.7% | $8.68万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $77.88万 | 0.40% | 17,344 | -111 | -0.6% | -$4,985 | 减仓 |
| GLD | SPDR GOLD TR | $78.79万 | 0.40% | 1,831 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $78.84万 | 0.40% | 17,281 | 496 | 3.0% | $2.26万 | 加仓 |
| IAU | ISHARES GOLD TR | $79.90万 | 0.41% | 9,063 | -11,023 | -54.9% | -$97.18万 | 减仓 |
| — | EXXON MOBIL CORP | $80.89万 | 0.41% | 4,768 | -41 | -0.9% | -$6,956 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.18万 | 0.42% | 3,821 | -1,069 | -21.9% | -$22.99万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $82.21万 | 0.42% | 9,727 | 655 | 7.2% | $5.54万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $85.58万 | 0.43% | 7,634 | 1,048 | 15.9% | $11.75万 | 加仓 |
| AGGY | WISDOMTREE TR | $86.76万 | 0.44% | 19,967 | 127 | 0.6% | $5,518 | 加仓 |
| QYLD | GLOBAL X FDS | $88.16万 | 0.45% | 51,402 | -972 | -1.9% | -$1.67万 | 减仓 |
| TSLA | TESLA INC | $92.64万 | 0.47% | 2,492 | 128 | 5.4% | $4.76万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $93.68万 | 0.48% | 32,686 | 9,162 | 38.9% | $26.26万 | 加仓 |
| GOOG | ALPHABET INC | $94.72万 | 0.48% | 3,302 | 400 | 13.8% | $11.47万 | 加仓 |
| PMBS | PIMCO ETF TR | $96.29万 | 0.49% | 19,414 | 5,606 | 40.6% | $27.81万 | 加仓 |
| AMZN | AMAZON COM INC | $100.68万 | 0.51% | 4,834 | 210 | 4.5% | $4.37万 | 加仓 |
| PYLD | PIMCO ETF TR | $101.54万 | 0.52% | 38,754 | 21,890 | 129.8% | $57.35万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $101.80万 | 0.52% | 19,850 | 19,850 | — | $101.80万 | 新建仓 |
| USHY | ISHARES TR | $102.54万 | 0.52% | 27,834 | 4,722 | 20.4% | $17.40万 | 加仓 |
| MUNI | PIMCO ETF TR | $105.11万 | 0.53% | 20,139 | 3,546 | 21.4% | $18.51万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $107.41万 | 0.54% | 11,397 | -320 | -2.7% | -$3.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $108.72万 | 0.55% | 11,863 | -36 | -0.3% | -$3,299 | 减仓 |
| NVDA | NVIDIA CORPORATION | $109.19万 | 0.55% | 6,261 | -92 | -1.4% | -$1.60万 | 减仓 |
| BILS | SPDR SERIES TRUST | $110.33万 | 0.56% | 11,095 | -681 | -5.8% | -$6.77万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $116.82万 | 0.59% | 23,909 | 15,852 | 196.7% | $77.45万 | 加仓 |
| META | META PLATFORMS INC | $120.15万 | 0.61% | 2,100 | -10 | -0.5% | -$5,722 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $121.28万 | 0.62% | 23,354 | -2,259 | -8.8% | -$11.73万 | 减仓 |
| IAGG | ISHARES TR | $124.42万 | 0.63% | 24,864 | 786 | 3.3% | $3.93万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $126.97万 | 0.64% | 37,599 | 2,775 | 8.0% | $9.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $131.74万 | 0.67% | 3,558 | 116 | 3.4% | $4.30万 | 加仓 |
| HEGD | LISTED FDS TR | $132.02万 | 0.67% | 53,448 | 7,256 | 15.7% | $17.92万 | 加仓 |
| WFC | WELLS FARGO & CO | $132.44万 | 0.67% | 16,636 | 14,266 | 601.9% | $113.57万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $136.67万 | 0.69% | 37,732 | 1,170 | 3.2% | $4.24万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $141.57万 | 0.72% | 34,478 | 34,478 | — | $141.57万 | 新建仓 |
| XTRE | BONDBLOXX ETF TRUST | $145.08万 | 0.74% | 29,302 | -24 | -0.1% | -$1,188 | 减仓 |
| TLH | ISHARES TR | $151.03万 | 0.77% | 14,995 | 212 | 1.4% | $2.14万 | 加仓 |
| QHY | WISDOMTREE TR | $152.02万 | 0.77% | 33,382 | 738 | 2.3% | $3.36万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $152.88万 | 0.78% | 15,614 | 45 | 0.3% | $4,406 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $163.37万 | 0.83% | 49,929 | 49,929 | — | $163.37万 | 新建仓 |
| DHS | WISDOMTREE TR | $170.99万 | 0.87% | 15,655 | -516 | -3.2% | -$5.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $172.29万 | 0.87% | 56,157 | -26,396 | -32.0% | -$80.98万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $188.58万 | 0.96% | 41,310 | 4,290 | 11.6% | $19.58万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $198.26万 | 1.01% | 40,577 | -73 | -0.2% | -$3,567 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $199.32万 | 1.01% | 39,768 | -763 | -1.9% | -$3.82万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $201.84万 | 1.02% | 49,836 | -595 | -1.2% | -$2.41万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $203.92万 | 1.03% | 26,641 | 1,377 | 5.5% | $10.54万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $207.04万 | 1.05% | 62,836 | 3,062 | 5.1% | $10.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $207.69万 | 1.05% | 4,755 | 121 | 2.6% | $5.29万 | 加仓 |
| GOVT | ISHARES TR | $216.86万 | 1.10% | 94,657 | 81,459 | 617.2% | $186.62万 | 加仓 |
| EFV | ISHARES TR | $229.39万 | 1.16% | 30,852 | -26,586 | -46.3% | -$197.67万 | 减仓 |
| IEMG | ISHARES INC | $233.16万 | 1.18% | 33,428 | -25,162 | -42.9% | -$175.51万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $245.33万 | 1.24% | 48,531 | -1,162 | -2.3% | -$5.87万 | 减仓 |
| MBB | ISHARES TR | $254.79万 | 1.29% | 26,833 | 343 | 1.3% | $3.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $258.13万 | 1.31% | 88,611 | 5,002 | 6.0% | $14.57万 | 加仓 |
| LDUR | PIMCO ETF TR | $278.04万 | 1.41% | 29,017 | 458 | 1.6% | $4.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $294.37万 | 1.49% | 4,524 | -134 | -2.9% | -$8.72万 | 减仓 |
| BOND | PIMCO ETF TR | $301.78万 | 1.53% | 32,702 | -2,120 | -6.1% | -$19.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $306.99万 | 1.56% | 5,317 | -30 | -0.6% | -$1.73万 | 减仓 |
| MTUM | ISHARES TR | $307.28万 | 1.56% | 12,804 | 448 | 3.6% | $10.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $360.04万 | 1.83% | 17,400 | 282 | 1.6% | $5.84万 | 加仓 |
| QUAL | ISHARES TR | $381.77万 | 1.94% | 19,903 | -2,205 | -10.0% | -$42.30万 | 减仓 |
| MINT | PIMCO ETF TR | $440.33万 | 2.23% | 43,783 | 662 | 1.5% | $6.66万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $495.07万 | 2.51% | 85,092 | -2,353 | -2.7% | -$13.69万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $580.02万 | 2.94% | 180,394 | 180,394 | — | $580.02万 | 新建仓 |
| AAPL | APPLE INC | $593.14万 | 3.01% | 23,368 | 4,516 | 24.0% | $114.63万 | 加仓 |
| IVE | ISHARES TR | $610.84万 | 3.10% | 28,929 | 119 | 0.4% | $2.51万 | 加仓 |
| IVW | ISHARES TR | $611.00万 | 3.10% | 54,018 | 1,197 | 2.3% | $13.54万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $632.76万 | 3.21% | 125,025 | 48,334 | 63.0% | $244.62万 | 加仓 |
| IVV | ISHARES TR | $808.05万 | 4.10% | 12,369 | 318 | 2.6% | $20.77万 | 加仓 |
| IUSB | ISHARES TR | $870.83万 | 4.42% | 188,532 | 10,553 | 5.9% | $48.74万 | 加仓 |