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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -11,916 | -100.0% | -$408.68万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -4,896 | -100.0% | -$105.11万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -7,522 | -100.0% | -$72.42万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,102 | -100.0% | -$40.97万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPEU | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,484 | -100.0% | -$33.80万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,386 | -100.0% | -$31.19万 | 清仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -737 | -100.0% | -$22.86万 | 清仓 |
| NTSI | WISDOMTREE TR | $0 | 0.00% | 0 | -5,160 | -100.0% | -$22.75万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -14,158 | -100.0% | -$18.58万 | 清仓 |
| — | PIMCO STRATEGIC INCOME FD | $11.19万 | 0.06% | 20,875 | 3,000 | 16.8% | $1.61万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $17.42万 | 0.09% | 14,953 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $20.06万 | 0.10% | 1,954 | 57 | 3.0% | $5,852 | 加仓 |
| WRB | BERKLEY W R CORP | $20.27万 | 0.10% | 3,058 | 80 | 2.7% | $5,302 | 加仓 |
| WM | WASTE MGMT INC DEL | $20.34万 | 0.10% | 885 | 885 | — | $20.34万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $20.44万 | 0.10% | 9,128 | 9,128 | — | $20.44万 | 新建仓 |
| SCI | SERVICE CORP INTL | $20.92万 | 0.11% | 2,536 | 78 | 3.2% | $6,436 | 重新持有 |
| RSSB | TIDAL TRUST II | $21.42万 | 0.11% | 7,873 | -27 | -0.3% | -$735 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $21.93万 | 0.11% | 2,721 | 2,721 | — | $21.93万 | 新建仓 |
| PCAR | PACCAR INC | $22.18万 | 0.11% | 1,920 | -13 | -0.7% | -$1,502 | 减仓 |
| ALL | ALLSTATE CORP | $22.29万 | 0.11% | 1,075 | 24 | 2.3% | $4,976 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.60万 | 0.11% | 4,071 | 4 | 0.1% | $222 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $22.67万 | 0.12% | 4,530 | 147 | 3.4% | $7,358 | 加仓 |
| V | VISA INC | $22.73万 | 0.12% | 752 | 18 | 2.5% | $5,440 | 加仓 |
| IWD | ISHARES TR | $23.14万 | 0.12% | 1,083 | -17 | -1.5% | -$3,632 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $23.15万 | 0.12% | 5,464 | 5,464 | — | $23.15万 | 新建仓 |
| CATH | GLOBAL X FDS | $23.16万 | 0.12% | 2,963 | 12 | 0.4% | $938 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.48万 | 0.12% | 1,154 | 167 | 16.9% | $3.40万 | 加仓 |
| TTC | TORO CO | $23.49万 | 0.12% | 2,514 | 2,514 | — | $23.49万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $23.97万 | 0.12% | 3,913 | 3,913 | — | $23.97万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.05万 | 0.12% | 3,965 | -80 | -2.0% | -$4,852 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.12万 | 0.12% | 820 | 20 | 2.5% | $5,883 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $24.13万 | 0.12% | 5,117 | -44 | -0.9% | -$2,075 | 减仓 |
| HYD | VANECK ETF TRUST | $24.59万 | 0.12% | 4,905 | 78 | 1.6% | $3,911 | 加仓 |
| TJX | TJX COS INC NEW | $24.64万 | 0.13% | 1,543 | 11 | 0.7% | $1,757 | 加仓 |
| NI | NISOURCE INC | $25.01万 | 0.13% | 5,361 | -37 | -0.7% | -$1,726 | 减仓 |
| IXN | ISHARES TR | $25.18万 | 0.13% | 2,519 | 53 | 2.1% | $5,299 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $25.23万 | 0.13% | 2,127 | -51 | -2.3% | -$6,050 | 减仓 |
| EVRG | EVERGY INC | $25.25万 | 0.13% | 3,082 | 31 | 1.0% | $2,540 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $25.72万 | 0.13% | 915 | -38 | -4.0% | -$1.07万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $25.84万 | 0.13% | 753 | 5 | 0.7% | $1,716 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $26.05万 | 0.13% | 893 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $26.14万 | 0.13% | 2,568 | -297 | -10.4% | -$3.02万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $26.25万 | 0.13% | 1,621 | 38 | 2.4% | $6,153 | 加仓 |
| NTSX | WISDOMTREE TR | $26.26万 | 0.13% | 5,035 | -3,030 | -37.6% | -$15.81万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.83万 | 0.14% | 2,047 | 26 | 1.3% | $3,408 | 加仓 |
| USFR | WISDOMTREE TR | $26.88万 | 0.14% | 5,339 | -2,998 | -36.0% | -$15.10万 | 减仓 |
| SYSB | ISHARES TR | $27.41万 | 0.14% | 3,080 | 72 | 2.4% | $6,408 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $27.63万 | 0.14% | 12,038 | 97 | 0.8% | $2,226 | 加仓 |
| SLV | ISHARES SILVER TR | $27.99万 | 0.14% | 4,108 | -4,717 | -53.5% | -$32.14万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $28.19万 | 0.14% | 6,329 | -74 | -1.2% | -$3,296 | 减仓 |
| CAT | CATERPILLAR INC | $28.20万 | 0.14% | 398 | -2 | -0.5% | -$1,417 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $28.34万 | 0.14% | 2,504 | 39 | 1.6% | $4,414 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.61万 | 0.15% | 1,180 | 1,180 | — | $28.61万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.93万 | 0.15% | 2,003 | 47 | 2.4% | $6,789 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.20万 | 0.15% | 293 | -62 | -17.5% | -$6.18万 | 减仓 |
| HD | HOME DEPOT INC | $29.76万 | 0.15% | 905 | 46 | 5.4% | $1.51万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $29.80万 | 0.15% | 3,512 | 286 | 8.9% | $2.43万 | 加仓 |
| ABBV | ABBVIE INC | $29.80万 | 0.15% | 1,370 | 33 | 2.5% | $7,178 | 加仓 |
| AMGN | AMGEN INC | $30.72万 | 0.16% | 873 | -6 | -0.7% | -$2,111 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $31.23万 | 0.16% | 4,617 | 4,617 | — | $31.23万 | 新建仓 |
| TCBK | TRICO BANCSHARES | $31.32万 | 0.16% | 6,588 | -1,000 | -13.2% | -$4.75万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $31.53万 | 0.16% | 6,722 | 1,149 | 20.6% | $5.39万 | 加仓 |
| PAVE | GLOBAL X FDS | $31.97万 | 0.16% | 6,292 | 111 | 1.8% | $5,640 | 加仓 |
| AVGO | BROADCOM INC | $32.53万 | 0.17% | 1,051 | -181 | -14.7% | -$5.60万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $34.27万 | 0.17% | 7,642 | -126 | -1.6% | -$5,651 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.39万 | 0.17% | 569 | -33 | -5.5% | -$1.99万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $34.60万 | 0.18% | 13,301 | 267 | 2.0% | $6,945 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.63万 | 0.18% | 2,645 | 35 | 1.3% | $4,583 | 加仓 |
| VLUE | ISHARES TR | $34.84万 | 0.18% | 2,450 | 288 | 13.3% | $4.10万 | 加仓 |
| IGE | ISHARES TR | $34.88万 | 0.18% | 5,541 | 39 | 0.7% | $2,455 | 加仓 |
| EMGF | ISHARES INC | $35.07万 | 0.18% | 5,804 | -100 | -1.7% | -$6,043 | 减仓 |
| MRK | MERCK & CO INC | $35.18万 | 0.18% | 2,925 | -24 | -0.8% | -$2,887 | 减仓 |
| IWF | ISHARES TR | $35.52万 | 0.18% | 833 | 833 | — | $35.52万 | 新建仓 |
| IJH | ISHARES TR | $36.20万 | 0.18% | 5,360 | -390 | -6.8% | -$2.63万 | 减仓 |
| IEFA | ISHARES TR | $36.23万 | 0.18% | 4,001 | 678 | 20.4% | $6.14万 | 加仓 |
| PFFD | GLOBAL X FDS | $36.33万 | 0.18% | 19,744 | -8,557 | -30.2% | -$15.74万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $37.14万 | 0.19% | 3,353 | 208 | 6.6% | $2.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.53万 | 0.19% | 7,477 | 113 | 1.5% | $5,673 | 加仓 |
| CSCO | CISCO SYS INC | $37.72万 | 0.19% | 4,862 | -34 | -0.7% | -$2,638 | 减仓 |
| MUB | ISHARES TR | $39.57万 | 0.20% | 3,728 | 1,806 | 94.0% | $19.17万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $39.71万 | 0.20% | 15,822 | -5 | -0.0% | -$126 | 减仓 |
| ESGU | ISHARES TR | $39.87万 | 0.20% | 2,819 | -58 | -2.0% | -$8,202 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.30万 | 0.20% | 5,084 | -3 | -0.1% | -$238 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $40.46万 | 0.21% | 10,163 | 1,396 | 15.9% | $5.56万 | 加仓 |
| PFE | PFIZER INC | $40.99万 | 0.21% | 14,596 | 1,786 | 13.9% | $5.02万 | 加仓 |
| T | AT&T INC | $41.33万 | 0.21% | 14,257 | -541 | -3.7% | -$1.57万 | 减仓 |
| SGOL | ETFS GOLD TR | $41.51万 | 0.21% | 9,304 | -246 | -2.6% | -$1.10万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $41.56万 | 0.21% | 6,631 | 922 | 16.1% | $5.78万 | 加仓 |
| CORP | PIMCO ETF TR | $42.17万 | 0.21% | 4,356 | -220 | -4.8% | -$2.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.30万 | 0.21% | 2,892 | 173 | 6.4% | $2.53万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $44.91万 | 0.23% | 11,304 | 680 | 6.4% | $2.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $45.55万 | 0.23% | 3,268 | -199 | -5.7% | -$2.77万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.37万 | 0.25% | 12,415 | -189 | -1.5% | -$7,515 | 减仓 |
| PULS | PGIM ETF TR | $49.77万 | 0.25% | 10,055 | 10,055 | — | $49.77万 | 新建仓 |
| SMMU | PIMCO ETF TR | $49.81万 | 0.25% | 9,873 | 2,799 | 39.6% | $14.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $50.10万 | 0.25% | 2,049 | -55 | -2.6% | -$1.34万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $50.99万 | 0.26% | 6,789 | 394 | 6.2% | $2.96万 | 加仓 |