Barnes Wealth Management Group, Inc
Bakersfield CA · SEC CIK 0002066194
$2.16亿2026Q2 申报市值
195持仓数
32.9%前十大占比 · 第一大 7.1%
18 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$607.89万
IALT 新建仓+$128.00万
EFG 新建仓+$103.69万
JPST 加仓+$41.72万
PYLD 加仓+$41.58万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$253.35万
EFV 减仓-$197.13万
IEMG 减仓-$132.06万
IAGG 清仓-$124.42万
IVE 减仓-$124.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $48.49万 | 0.22% | 2,427 | -23 | -0.9% | -$4,596 | 减仓 |
| CSCO | CISCO SYS INC | $50.47万 | 0.23% | 4,297 | -565 | -11.6% | -$6.64万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.09万 | 0.24% | 12,497 | 82 | 0.7% | $3,352 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $51.97万 | 0.24% | 6,670 | -121 | -1.8% | -$9,427 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $52.07万 | 0.24% | 13,192 | 1,888 | 16.7% | $7.45万 | 加仓 |
| GLD | SPDR GOLD TR | $53.64万 | 0.25% | 1,456 | -375 | -20.5% | -$13.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $55.78万 | 0.26% | 11,028 | 71 | 0.6% | $3,591 | 加仓 |
| SPAB | SPDR SERIES TRUST | $55.80万 | 0.26% | 21,863 | 767 | 3.6% | $1.96万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $56.68万 | 0.26% | 6,767 | -22 | -0.3% | -$1,843 | 减仓 |
| USMV | ISHARES TR | $57.36万 | 0.27% | 5,946 | 164 | 2.8% | $1.58万 | 加仓 |
| CMDT | PIMCO ETF TR | $57.56万 | 0.27% | 18,767 | -120 | -0.6% | -$3,680 | 减仓 |
| PULS | PGIM ETF TR | $58.06万 | 0.27% | 11,718 | 1,663 | 16.5% | $8.24万 | 加仓 |
| SMMU | PIMCO ETF TR | $58.81万 | 0.27% | 11,645 | 1,772 | 17.9% | $8.95万 | 加仓 |
| AGGY | WISDOMTREE TR | $60.34万 | 0.28% | 13,878 | -6,089 | -30.5% | -$26.47万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $62.32万 | 0.29% | 13,670 | 1,427 | 11.7% | $6.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.51万 | 0.29% | 1,076 | -78 | -6.8% | -$4.53万 | 减仓 |
| — | EXXON MOBIL CORP | $62.89万 | 0.29% | 4,600 | -168 | -3.5% | -$2.30万 | 减仓 |
| IWY | ISHARES TR | $63.09万 | 0.29% | 2,171 | 98 | 4.7% | $2.85万 | 加仓 |
| BIL | SPDR SERIES TRUST | $63.35万 | 0.29% | 6,913 | -4,950 | -41.7% | -$45.36万 | 减仓 |
| MINO | PIMCO ETF TR | $65.19万 | 0.30% | 14,246 | 389 | 2.8% | $1.78万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $65.99万 | 0.31% | 12,938 | -1,391 | -9.7% | -$7.09万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $66.46万 | 0.31% | 13,120 | 157 | 1.2% | $7,953 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $66.66万 | 0.31% | 13,309 | 186 | 1.4% | $9,317 | 加仓 |
| WMT | WALMART INC | $67.89万 | 0.31% | 5,994 | -100 | -1.6% | -$1.13万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $67.97万 | 0.31% | 3,746 | 93 | 2.5% | $1.69万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $69.16万 | 0.32% | 14,756 | 1,476 | 11.1% | $6.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $69.39万 | 0.32% | 3,184 | -101 | -3.1% | -$2.20万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $69.98万 | 0.32% | 6,532 | -374 | -5.4% | -$4.01万 | 减仓 |
| DEM | WISDOMTREE TR | $71.08万 | 0.33% | 13,214 | -382 | -2.8% | -$2.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.33% | 1,435 | -9 | -0.6% | -$4,504 | 减仓 |
| IAU | ISHARES GOLD TR | $72.35万 | 0.33% | 9,581 | 518 | 5.7% | $3.91万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $73.70万 | 0.34% | 8,202 | 1,571 | 23.7% | $14.12万 | 加仓 |
| GOOGL | ALPHABET INC | $74.05万 | 0.34% | 2,072 | 15 | 0.7% | $5,361 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $74.67万 | 0.35% | 12,022 | -201 | -1.6% | -$1.25万 | 减仓 |
| IUSV | ISHARES TR | $74.90万 | 0.35% | 6,800 | -136 | -2.0% | -$1.50万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $76.26万 | 0.35% | 14,967 | -803 | -5.1% | -$4.09万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $76.75万 | 0.35% | 28,081 | 4,159 | 17.4% | $11.37万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $80.87万 | 0.37% | 17,303 | -41 | -0.2% | -$1,916 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $84.15万 | 0.39% | 2,777 | 344 | 14.1% | $10.42万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $84.78万 | 0.39% | 18,636 | 1,355 | 7.8% | $6.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $85.34万 | 0.39% | 14,038 | 645 | 4.8% | $3.92万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $86.89万 | 0.40% | 5,379 | -2,255 | -29.5% | -$36.43万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $88.16万 | 0.41% | 9,710 | -31 | -0.3% | -$2,815 | 减仓 |
| INTF | ISHARES TR | $91.43万 | 0.42% | 22,320 | 3,355 | 17.7% | $13.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $93.52万 | 0.43% | 3,952 | 131 | 3.4% | $3.10万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $93.73万 | 0.43% | 9,507 | -220 | -2.3% | -$2.17万 | 减仓 |
| QYLD | GLOBAL X FDS | $94.66万 | 0.44% | 51,364 | -38 | -0.1% | -$700 | 减仓 |
| TSLA | TESLA INC | $97.41万 | 0.45% | 2,316 | -176 | -7.1% | -$7.40万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $97.83万 | 0.45% | 34,458 | 1,772 | 5.4% | $5.03万 | 加仓 |
| EFG | ISHARES TR | $103.69万 | 0.48% | 8,333 | 8,333 | — | $103.69万 | 新建仓 |
| PMBS | PIMCO ETF TR | $104.59万 | 0.48% | 21,180 | 1,766 | 9.1% | $8.72万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $107.30万 | 0.50% | 10,926 | -471 | -4.1% | -$4.63万 | 减仓 |
| GOOG | ALPHABET INC | $108.90万 | 0.50% | 3,082 | -220 | -6.7% | -$7.77万 | 减仓 |
| AMZN | AMAZON COM INC | $111.54万 | 0.52% | 4,680 | -154 | -3.2% | -$3.67万 | 减仓 |
| BILS | SPDR SERIES TRUST | $117.17万 | 0.54% | 11,789 | 694 | 6.3% | $6.90万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $117.17万 | 0.54% | 22,387 | -967 | -4.1% | -$5.06万 | 减仓 |
| MUNI | PIMCO ETF TR | $118.01万 | 0.55% | 22,434 | 2,295 | 11.4% | $12.07万 | 加仓 |
| META | META PLATFORMS INC | $118.47万 | 0.55% | 2,103 | 3 | 0.1% | $1,690 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $128.00万 | 0.59% | 45,633 | 45,633 | — | $128.00万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $132.50万 | 0.61% | 22,491 | 2,641 | 13.3% | $15.56万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $133.65万 | 0.62% | 22,791 | -1,118 | -4.7% | -$6.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $137.38万 | 0.64% | 16,624 | -12 | -0.1% | -$992 | 减仓 |
| NVDA | NVIDIA CORPORATION | $137.81万 | 0.64% | 6,887 | 626 | 10.0% | $12.53万 | 加仓 |
| USHY | ISHARES TR | $143.28万 | 0.66% | 38,703 | 10,869 | 39.0% | $40.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $144.35万 | 0.67% | 54,431 | 15,677 | 40.5% | $41.58万 | 加仓 |
| IEMG | ISHARES INC | $144.87万 | 0.67% | 17,487 | -15,941 | -47.7% | -$132.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $145.68万 | 0.67% | 3,905 | 347 | 9.8% | $12.95万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $147.72万 | 0.68% | 30,128 | 826 | 2.8% | $4.05万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $150.60万 | 0.70% | 41,139 | 3,540 | 9.4% | $12.96万 | 加仓 |
| TLH | ISHARES TR | $152.25万 | 0.70% | 15,172 | 177 | 1.2% | $1.78万 | 加仓 |
| QHY | WISDOMTREE TR | $154.70万 | 0.72% | 33,769 | 387 | 1.2% | $1.77万 | 加仓 |
| HEGD | LISTED FDS TR | $154.99万 | 0.72% | 58,135 | 4,687 | 8.8% | $12.50万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $162.26万 | 0.75% | 37,639 | -93 | -0.2% | -$4,009 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $166.20万 | 0.77% | 52,296 | 2,367 | 4.7% | $7.52万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $173.22万 | 0.80% | 54,626 | -1,531 | -2.7% | -$4.85万 | 减仓 |
| DHS | WISDOMTREE TR | $176.07万 | 0.81% | 15,487 | -168 | -1.1% | -$1.91万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $178.23万 | 0.82% | 35,384 | 906 | 2.6% | $4.56万 | 加仓 |
| QUAL | ISHARES TR | $183.41万 | 0.85% | 8,358 | -11,545 | -58.0% | -$253.35万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $189.78万 | 0.88% | 15,949 | 335 | 2.1% | $3.99万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $192.77万 | 0.89% | 47,687 | -2,149 | -4.3% | -$8.69万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $201.59万 | 0.93% | 41,255 | 678 | 1.7% | $3.31万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $202.49万 | 0.94% | 40,376 | 608 | 1.5% | $3.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $204.47万 | 0.95% | 40,578 | -732 | -1.8% | -$3.69万 | 减仓 |
| GOVT | ISHARES TR | $217.04万 | 1.00% | 95,275 | 618 | 0.7% | $1.41万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $241.75万 | 1.12% | 47,801 | -730 | -1.5% | -$3.69万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $245.39万 | 1.13% | 28,487 | -43 | -0.2% | -$3,704 | 减仓 |
| SPYM | SPDR SERIES TRUST | $248.73万 | 1.15% | 28,303 | 1,662 | 6.2% | $14.61万 | 加仓 |
| MBB | ISHARES TR | $255.16万 | 1.18% | 26,995 | 162 | 0.6% | $1.53万 | 加仓 |
| LDUR | PIMCO ETF TR | $276.82万 | 1.28% | 28,953 | -64 | -0.2% | -$6,119 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $286.21万 | 1.32% | 54,289 | -8,547 | -13.6% | -$45.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $286.45万 | 1.32% | 17,280 | -120 | -0.7% | -$1.99万 | 减仓 |
| BOND | PIMCO ETF TR | $297.82万 | 1.38% | 32,298 | -404 | -1.2% | -$3.73万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $300.26万 | 1.39% | 88,729 | 118 | 0.1% | $3,993 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $336.89万 | 1.56% | 4,511 | -13 | -0.3% | -$9,709 | 减仓 |
| MTUM | ISHARES TR | $356.30万 | 1.65% | 10,393 | -2,411 | -18.8% | -$82.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $385.56万 | 1.78% | 5,235 | -82 | -1.5% | -$6.04万 | 减仓 |
| MINT | PIMCO ETF TR | $447.74万 | 2.07% | 44,414 | 631 | 1.4% | $6.36万 | 加仓 |
| IVE | ISHARES TR | $532.68万 | 2.46% | 23,460 | -5,469 | -18.9% | -$124.18万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $563.50万 | 2.61% | 82,855 | -2,237 | -2.6% | -$15.21万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $672.54万 | 3.11% | 183,754 | 3,360 | 1.9% | $12.30万 | 加仓 |