Berman McAleer LLC
TIMONIUM MD · SEC CIK 0002094332
$8.64亿2026Q2 申报市值
175持仓数
61.8%前十大占比 · 第一大 9.8%
19 / 7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
FENI 加仓+$2,609.22万
DFIS 加仓+$1,073.65万
SPLV 加仓+$187.08万
FBTC 加仓+$91.99万
JGRO 加仓+$42.30万
2026Q2 卖出最多 按季末市值估算
AON 减仓-$265.67万
IEFA 减仓-$94.25万
IJR 减仓-$92.47万
PRF 减仓-$67.88万
VNQ 减仓-$37.17万
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 |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | $8,423.14万 | 9.75% | 1,558,975 | -12,564 | -0.8% | -$67.88万 | 减仓 |
| AGOX | STARBOARD INVT TR | $7,717.33万 | 8.94% | 2,226,581 | -9,887 | -0.4% | -$34.27万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,522.09万 | 8.71% | 1,823,537 | -6,472 | -0.4% | -$26.70万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $6,020.62万 | 6.97% | 304,687 | -1,482 | -0.5% | -$29.28万 | 减仓 |
| IJR | ISHARES TR | $5,957.94万 | 6.90% | 401,722 | -6,235 | -1.5% | -$92.47万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $4,511.14万 | 5.22% | 457,566 | 4,290 | 0.9% | $42.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,451.36万 | 5.15% | 204,256 | -391 | -0.2% | -$8.52万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,065.83万 | 3.55% | 985,797 | -1,812 | -0.2% | -$5.64万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3,011.19万 | 3.49% | 402,028 | 24,977 | 6.6% | $187.08万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,715.18万 | 3.14% | 676,597 | 650,191 | 2,462.3% | $2,609.22万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,724.73万 | 2.00% | 201,747 | -765 | -0.4% | -$6.54万 | 减仓 |
| IWD | ISHARES TR | $1,636.11万 | 1.89% | 67,488 | -823 | -1.2% | -$19.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,630.52万 | 1.89% | 76,633 | 1,888 | 2.5% | $40.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,624.29万 | 1.88% | 43,895 | 504 | 1.2% | $18.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,492.49万 | 1.73% | 19,986 | -181 | -0.9% | -$13.52万 | 减仓 |
| IEFA | ISHARES TR | $1,473.97万 | 1.71% | 152,617 | -9,759 | -6.0% | -$94.25万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $1,360.07万 | 1.57% | 331,532 | 8,581 | 2.7% | $35.20万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,267.58万 | 1.47% | 92,161 | -1,295 | -1.4% | -$17.81万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,248.28万 | 1.45% | 41,181 | -190 | -0.5% | -$5.76万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,156.16万 | 1.34% | 330,048 | 306,494 | 1,301.2% | $1,073.65万 | 加仓 |
| AAPL | APPLE INC | $982.80万 | 1.14% | 33,965 | 325 | 1.0% | $9.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $954.19万 | 1.10% | 13,893 | -29 | -0.2% | -$1.99万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $894.71万 | 1.04% | 175,261 | 18,020 | 11.5% | $91.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $758.44万 | 0.88% | 29,864 | -94 | -0.3% | -$2.39万 | 减仓 |
| AHRT | AH RLTY TR INC | $724.57万 | 0.84% | 1,023,400 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $624.50万 | 0.72% | 26,202 | 296 | 1.1% | $7.05万 | 加仓 |
| IWF | ISHARES TR | $609.67万 | 0.71% | 49,100 | -332 | -0.7% | -$4.12万 | 减仓 |
| IJK | ISHARES TR | $587.86万 | 0.68% | 50,031 | -1,345 | -2.6% | -$15.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $477.68万 | 0.55% | 12,806 | 196 | 1.6% | $7.31万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $411.18万 | 0.48% | 13,424 | -220 | -1.6% | -$6.74万 | 减仓 |
| IVV | ISHARES TR | $407.77万 | 0.47% | 5,445 | -44 | -0.8% | -$3.30万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $294.98万 | 0.34% | 7,103 | 849 | 13.6% | $35.26万 | 加仓 |
| AON | AON PLC | $285.20万 | 0.33% | 8,599 | -8,010 | -48.2% | -$265.67万 | 减仓 |
| USMV | ISHARES TR | $279.42万 | 0.32% | 28,967 | 150 | 0.5% | $1.45万 | 加仓 |
| IEMG | ISHARES INC | $275.84万 | 0.32% | 33,298 | -14 | -0.0% | -$1,160 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $266.06万 | 0.31% | 5,317 | -14 | -0.3% | -$7,005 | 减仓 |
| GOOG | ALPHABET INC | $251.98万 | 0.29% | 7,132 | 141 | 2.0% | $4.98万 | 加仓 |
| IWB | ISHARES TR | $236.25万 | 0.27% | 5,769 | -50 | -0.9% | -$2.05万 | 减仓 |
| HD | HOME DEPOT INC | $231.64万 | 0.27% | 6,568 | -90 | -1.4% | -$3.17万 | 减仓 |
| GOOGL | ALPHABET INC | $226.69万 | 0.26% | 6,343 | 238 | 3.9% | $8.51万 | 加仓 |
| EFA | ISHARES TR | $216.88万 | 0.25% | 20,878 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $211.45万 | 0.24% | 12,872 | 65 | 0.5% | $1.07万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $209.70万 | 0.24% | 23,509 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $208.38万 | 0.24% | 6,366 | 71 | 1.1% | $2.32万 | 加仓 |
| V | VISA INC | $207.57万 | 0.24% | 6,050 | -59 | -1.0% | -$2.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $195.82万 | 0.23% | 9,787 | -112 | -1.1% | -$2.24万 | 减仓 |
| KO | COCA COLA CO | $184.74万 | 0.21% | 22,731 | -283 | -1.2% | -$2.30万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $171.26万 | 0.20% | 2,435 | -450 | -15.6% | -$31.65万 | 减仓 |
| IJJ | ISHARES TR | $170.91万 | 0.20% | 11,569 | -200 | -1.7% | -$2.95万 | 减仓 |
| AFL | AFLAC INC | $165.43万 | 0.19% | 14,109 | 43 | 0.3% | $5,042 | 加仓 |
| MDYV | SPDR SERIES TRUST | $145.60万 | 0.17% | 15,351 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $142.79万 | 0.17% | 9,254 | -85 | -0.9% | -$1.31万 | 减仓 |
| CSCO | CISCO SYS INC | $129.31万 | 0.15% | 11,009 | -92 | -0.8% | -$1.08万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $129.19万 | 0.15% | 25,587 | 1,515 | 6.3% | $7.65万 | 加仓 |
| IVW | ISHARES TR | $128.25万 | 0.15% | 9,325 | -820 | -8.1% | -$11.28万 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $123.48万 | 0.14% | 25,875 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $120.11万 | 0.14% | 4,416 | 21 | 0.5% | $5,712 | 加仓 |
| WMT | WALMART INC | $116.75万 | 0.14% | 10,308 | 67 | 0.7% | $7,589 | 加仓 |
| IJH | ISHARES TR | $114.44万 | 0.13% | 14,841 | 228 | 1.6% | $1.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $113.32万 | 0.13% | 4,030 | 14 | 0.3% | $3,937 | 加仓 |
| META | META PLATFORMS INC | $106.74万 | 0.12% | 1,895 | 99 | 5.5% | $5.58万 | 加仓 |
| IVE | ISHARES TR | $104.04万 | 0.12% | 4,582 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $100.78万 | 0.12% | 6,421 | 90 | 1.4% | $1.41万 | 加仓 |
| GE | GE AEROSPACE | $100.37万 | 0.12% | 2,686 | 23 | 0.9% | $8,594 | 加仓 |
| IDEV | ISHARES TR | $99.51万 | 0.12% | 11,180 | -492 | -4.2% | -$4.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $96.15万 | 0.11% | 6,557 | 23 | 0.4% | $3,373 | 加仓 |
| SPSM | SPDR SERIES TRUST | $96.03万 | 0.11% | 16,652 | -1,750 | -9.5% | -$10.09万 | 减仓 |
| — | EXXON MOBIL CORP | $94.41万 | 0.11% | 6,905 | -81 | -1.2% | -$1.11万 | 减仓 |
| EEM | ISHARES TR | $94.00万 | 0.11% | 13,740 | -500 | -3.5% | -$3.42万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $91.19万 | 0.11% | 7,135 | -526 | -6.9% | -$6.72万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $88.54万 | 0.10% | 4,647 | -102 | -2.1% | -$1.94万 | 减仓 |
| MINT | PIMCO ETF TR | $87.49万 | 0.10% | 8,679 | 310 | 3.7% | $3.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $85.51万 | 0.10% | 1,183 | 3 | 0.3% | $2,168 | 加仓 |
| CMI | CUMMINS INC | $84.59万 | 0.10% | 1,186 | -374 | -24.0% | -$26.67万 | 减仓 |
| INTC | INTEL CORP | $83.33万 | 0.10% | 5,968 | 78 | 1.3% | $1.09万 | 加仓 |
| AZN | ASTRAZENECA PLC | $83.17万 | 0.10% | 4,386 | 55 | 1.3% | $1.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $81.25万 | 0.09% | 5,676 | 8 | 0.1% | $1,145 | 加仓 |
| IUSV | ISHARES TR | $80.50万 | 0.09% | 7,308 | -81 | -1.1% | -$8,922 | 减仓 |
| GEV | GE VERNOVA INC | $79.33万 | 0.09% | 675 | 7 | 1.0% | $8,227 | 加仓 |
| URI | UNITED RENTALS INC | $77.60万 | 0.09% | 685 | 3 | 0.4% | $3,399 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $74.33万 | 0.09% | 8,875 | -60 | -0.7% | -$5,025 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.04万 | 0.09% | 1,454 | 16 | 1.1% | $8,148 | 加仓 |
| AVGO | BROADCOM INC | $72.28万 | 0.08% | 1,913 | 172 | 9.9% | $6.50万 | 加仓 |
| AOA | ISHARES TR | $71.95万 | 0.08% | 7,372 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $71.68万 | 0.08% | 1,704 | 93 | 5.8% | $3.91万 | 加仓 |
| LLY | ELI LILLY & CO | $71.32万 | 0.08% | 595 | 24 | 4.2% | $2.88万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $71.23万 | 0.08% | 4,355 | 10 | 0.2% | $1,636 | 加仓 |
| XME | SPDR SERIES TRUST | $69.35万 | 0.08% | 6,486 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $67.76万 | 0.08% | 3,840 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $67.38万 | 0.08% | 13,321 | 2,874 | 27.5% | $14.54万 | 加仓 |
| BAC | BANK OF AMER CORP | $65.14万 | 0.08% | 11,432 | 75 | 0.7% | $4,273 | 加仓 |
| IWP | ISHARES TR | $61.59万 | 0.07% | 4,207 | 558 | 15.3% | $8.17万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $59.04万 | 0.07% | 2,495 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $58.73万 | 0.07% | 3,543 | -52 | -1.4% | -$8,620 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.93万 | 0.07% | 1,159 | 5 | 0.4% | $2,456 | 加仓 |
| DIS | DISNEY WALT CO | $56.21万 | 0.07% | 5,840 | 29 | 0.5% | $2,791 | 加仓 |
| AYI | ACUITY INC | $55.67万 | 0.06% | 1,478 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $54.10万 | 0.06% | 12,778 | 73 | 0.6% | $3,091 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $53.90万 | 0.06% | 2,979 | 10 | 0.3% | $1,809 | 加仓 |
| ABBV | ABBVIE INC | $53.80万 | 0.06% | 2,138 | -5 | -0.2% | -$1,258 | 减仓 |