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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -24,864 | -100.0% | -$124.42万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -19,744 | -100.0% | -$36.33万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -398 | -100.0% | -$28.20万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,568 | -100.0% | -$26.14万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,127 | -100.0% | -$25.23万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,913 | -100.0% | -$23.97万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -2,536 | -100.0% | -$20.92万 | 清仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,128 | -100.0% | -$20.44万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -885 | -100.0% | -$20.34万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -1,954 | -100.0% | -$20.06万 | 清仓 |
| — | PIMCO STRATEGIC INCOME FD | $13.31万 | 0.06% | 24,425 | 3,550 | 17.0% | $1.93万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $18.12万 | 0.08% | 14,953 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $20.23万 | 0.09% | 1,779 | 1,779 | — | $20.23万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $20.39万 | 0.09% | 1,738 | 1,738 | — | $20.39万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $20.47万 | 0.09% | 3,500 | 3,500 | — | $20.47万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.51万 | 0.09% | 2,969 | 2,969 | — | $20.51万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $20.53万 | 0.09% | 7,828 | 7,828 | — | $20.53万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.61万 | 0.10% | 2,348 | 2,348 | — | $20.61万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.92万 | 0.10% | 862 | -53 | -5.8% | -$1.29万 | 减仓 |
| WRB | BERKLEY W R CORP | $21.27万 | 0.10% | 3,016 | -42 | -1.4% | -$2,962 | 减仓 |
| IGEB | ISHARES TR | $21.54万 | 0.10% | 4,775 | 4,775 | — | $21.54万 | 新建仓 |
| SLV | ISHARES SILVER TR | $21.57万 | 0.10% | 4,034 | -74 | -1.8% | -$3,957 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $21.81万 | 0.10% | 4,626 | -788 | -14.6% | -$3.72万 | 重新持有 |
| ARKQ | ARK ETF TR | $22.18万 | 0.10% | 1,677 | 1,677 | — | $22.18万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $22.45万 | 0.10% | 2,045 | 2,045 | — | $22.45万 | 新建仓 |
| PCAR | PACCAR INC | $22.63万 | 0.10% | 1,884 | -36 | -1.9% | -$4,324 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.65万 | 0.10% | 3,931 | -34 | -0.9% | -$1,959 | 减仓 |
| TJX | TJX COS INC NEW | $22.86万 | 0.11% | 1,509 | -34 | -2.2% | -$5,151 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.98万 | 0.11% | 702 | -118 | -14.4% | -$3.86万 | 减仓 |
| TQQQ | PROSHARES TR | $23.08万 | 0.11% | 2,849 | 2,849 | — | $23.08万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $23.18万 | 0.11% | 5,529 | 65 | 1.2% | $2,725 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $23.24万 | 0.11% | 1,220 | -1,495 | -55.1% | -$28.48万 | 重新持有 |
| TAXF | AMERICAN CENTY ETF TR | $23.25万 | 0.11% | 4,573 | 43 | 0.9% | $2,186 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.66万 | 0.11% | 205 | 205 | — | $23.66万 | 新建仓 |
| RSST | TIDAL TRUST II | $23.96万 | 0.11% | 7,331 | 7,331 | — | $23.96万 | 新建仓 |
| TTC | TORO CO | $23.98万 | 0.11% | 2,462 | -52 | -2.1% | -$5,066 | 减仓 |
| RSSB | TIDAL TRUST II | $24.40万 | 0.11% | 7,933 | 60 | 0.8% | $1,846 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.42万 | 0.11% | 2,531 | -190 | -7.0% | -$1.83万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.77万 | 0.11% | 4,031 | -40 | -1.0% | -$2,458 | 减仓 |
| STIP | ISHARES TR | $24.80万 | 0.11% | 2,428 | 2,428 | — | $24.80万 | 新建仓 |
| NI | NISOURCE INC | $24.81万 | 0.11% | 5,218 | -143 | -2.7% | -$6,800 | 减仓 |
| ALL | ALLSTATE CORP | $25.06万 | 0.12% | 1,053 | -22 | -2.0% | -$5,235 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $25.30万 | 0.12% | 2,702 | 2,702 | — | $25.30万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $25.30万 | 0.12% | 6,784 | 6,784 | — | $25.30万 | 新建仓 |
| HYD | VANECK ETF TRUST | $25.33万 | 0.12% | 4,916 | 11 | 0.2% | $567 | 加仓 |
| IWD | ISHARES TR | $25.50万 | 0.12% | 1,052 | -31 | -2.9% | -$7,515 | 减仓 |
| BAC | BANK OF AMER CORP | $25.66万 | 0.12% | 4,504 | 659 | 17.1% | $3.75万 | 重新持有 |
| V | VISA INC | $25.94万 | 0.12% | 756 | 4 | 0.5% | $1,372 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.10万 | 0.12% | 279 | -14 | -4.8% | -$1.31万 | 减仓 |
| EVRG | EVERGY INC | $26.10万 | 0.12% | 3,020 | -62 | -2.0% | -$5,359 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $26.36万 | 0.12% | 744 | -9 | -1.2% | -$3,188 | 减仓 |
| CATH | GLOBAL X FDS | $27.03万 | 0.13% | 3,054 | 91 | 3.1% | $8,054 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.15万 | 0.13% | 533 | -36 | -6.3% | -$1.83万 | 减仓 |
| USFR | WISDOMTREE TR | $27.19万 | 0.13% | 5,400 | 61 | 1.1% | $3,072 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $27.52万 | 0.13% | 2,488 | -16 | -0.6% | -$1,770 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.57万 | 0.13% | 2,015 | -32 | -1.6% | -$4,378 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $27.95万 | 0.13% | 6,215 | -114 | -1.8% | -$5,127 | 减仓 |
| SYSB | ISHARES TR | $27.95万 | 0.13% | 3,151 | 71 | 2.3% | $6,299 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $28.26万 | 0.13% | 11,848 | -190 | -1.6% | -$4,532 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $28.92万 | 0.13% | 876 | -17 | -1.9% | -$5,612 | 减仓 |
| — | WISDOMTREE TR | $29.99万 | 0.14% | 10,448 | 10,448 | — | $29.99万 | 新建仓 |
| NTSX | WISDOMTREE TR | $30.13万 | 0.14% | 5,102 | 67 | 1.3% | $3,956 | 加仓 |
| IGE | ISHARES TR | $30.46万 | 0.14% | 5,422 | -119 | -2.1% | -$6,685 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $30.47万 | 0.14% | 5,264 | 147 | 2.9% | $8,509 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $30.50万 | 0.14% | 1,646 | 25 | 1.5% | $4,633 | 加仓 |
| PG | PROCTER & GAMBLE CO | $30.81万 | 0.14% | 2,101 | 98 | 4.9% | $1.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.25万 | 0.14% | 7,380 | -97 | -1.3% | -$4,107 | 减仓 |
| AMGN | AMGEN INC | $31.40万 | 0.15% | 867 | -6 | -0.7% | -$2,173 | 减仓 |
| SPIP | SPDR SERIES TRUST | $31.49万 | 0.15% | 12,262 | -1,039 | -7.8% | -$2.67万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $31.58万 | 0.15% | 3,540 | 28 | 0.8% | $2,498 | 加仓 |
| HD | HOME DEPOT INC | $32.66万 | 0.15% | 926 | 21 | 2.3% | $7,406 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.32万 | 0.15% | 2,632 | -13 | -0.5% | -$1,646 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.35万 | 0.15% | 1,185 | 5 | 0.4% | $1,407 | 加仓 |
| DIVO | AMPLIFY ETF TR | $33.65万 | 0.16% | 7,364 | -278 | -3.6% | -$1.27万 | 减仓 |
| ABBV | ABBVIE INC | $34.11万 | 0.16% | 1,355 | -15 | -1.1% | -$3,776 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $34.30万 | 0.16% | 6,624 | -98 | -1.5% | -$5,074 | 减仓 |
| MRK | MERCK & CO INC | $34.49万 | 0.16% | 2,684 | -241 | -8.2% | -$3.10万 | 减仓 |
| AVGO | BROADCOM INC | $34.90万 | 0.16% | 924 | -127 | -12.1% | -$4.80万 | 减仓 |
| TCBK | TRICO BANCSHARES | $35.48万 | 0.16% | 6,588 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $35.61万 | 0.16% | 9,315 | 11 | 0.1% | $421 | 加仓 |
| PAVE | GLOBAL X FDS | $36.36万 | 0.17% | 6,171 | -121 | -1.9% | -$7,129 | 减仓 |
| PFE | PFIZER INC | $37.06万 | 0.17% | 15,391 | 795 | 5.4% | $1.91万 | 加仓 |
| T | AT&T INC | $37.38万 | 0.17% | 18,057 | 3,800 | 26.7% | $7.87万 | 加仓 |
| IEFA | ISHARES TR | $37.96万 | 0.18% | 3,930 | -71 | -1.8% | -$6,858 | 减仓 |
| EFV | ISHARES TR | $39.04万 | 0.18% | 5,100 | -25,752 | -83.5% | -$197.13万 | 减仓 |
| CORP | PIMCO ETF TR | $40.63万 | 0.19% | 4,193 | -163 | -3.7% | -$1.58万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.80万 | 0.19% | 3,229 | -39 | -1.2% | -$4,927 | 减仓 |
| IJH | ISHARES TR | $40.90万 | 0.19% | 5,304 | -56 | -1.0% | -$4,318 | 减仓 |
| MUB | ISHARES TR | $40.92万 | 0.19% | 3,802 | 74 | 2.0% | $7,964 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.07万 | 0.19% | 5,197 | 113 | 2.2% | $8,930 | 加仓 |
| EMGF | ISHARES INC | $41.25万 | 0.19% | 5,630 | -174 | -3.0% | -$1.27万 | 减仓 |
| IXN | ISHARES TR | $41.63万 | 0.19% | 2,881 | 362 | 14.4% | $5.23万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $41.64万 | 0.19% | 5,319 | 702 | 15.2% | $5.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.50万 | 0.20% | 3,643 | 751 | 26.0% | $8.76万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $43.31万 | 0.20% | 10,139 | -24 | -0.2% | -$1,025 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.33万 | 0.21% | 1,784 | -265 | -12.9% | -$6.73万 | 减仓 |
| IWF | ISHARES TR | $45.39万 | 0.21% | 3,655 | 323 | 9.7% | $4.01万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.82万 | 0.21% | 15,822 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $46.14万 | 0.21% | 2,819 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $47.57万 | 0.22% | 3,570 | 217 | 6.5% | $2.89万 | 加仓 |