Berman McAleer LLC
TIMONIUM MD · SEC CIK 0002094332
$7.33亿2026Q1 申报市值
162持仓数
63.0%前十大占比 · 第一大 10.2%
10 / 10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
FBTC 加仓+$344.13万
DFAI 加仓+$138.81万
AGOX 加仓+$134.65万
FLRG 加仓+$116.23万
VOE 加仓+$104.67万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$79.72万
HL 减仓-$65.18万
VTI 减仓-$56.05万
MSFT 减仓-$53.75万
MDY 减仓-$50.88万
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 |
|---|---|---|---|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | $79.31万 | 0.11% | 23,554 | 4,415 | 23.1% | $14.87万 | 加仓 |
| EEM | ISHARES TR | $80.87万 | 0.11% | 14,240 | -180 | -1.2% | -$1.02万 | 减仓 |
| CMI | CUMMINS INC | $83.93万 | 0.11% | 1,560 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $84.03万 | 0.11% | 7,661 | 251 | 3.4% | $2.75万 | 加仓 |
| MINT | PIMCO ETF TR | $84.17万 | 0.11% | 8,369 | -2,650 | -24.0% | -$26.65万 | 减仓 |
| AZN | ASTRAZENECA PLC | $85.41万 | 0.12% | 4,331 | 4,331 | — | $85.41万 | 新建仓 |
| CSCO | CISCO SYS INC | $86.13万 | 0.12% | 11,101 | 44 | 0.4% | $3,414 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $87.57万 | 0.12% | 6,331 | -117 | -1.8% | -$1.62万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $88.92万 | 0.12% | 18,402 | -1,500 | -7.5% | -$7.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $94.38万 | 0.13% | 6,534 | 217 | 3.4% | $3.13万 | 加仓 |
| IVE | ISHARES TR | $96.75万 | 0.13% | 4,582 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $97.34万 | 0.13% | 4,016 | -704 | -14.9% | -$17.06万 | 减仓 |
| IDEV | ISHARES TR | $97.54万 | 0.13% | 11,672 | 372 | 3.3% | $3.11万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $98.09万 | 0.13% | 1,438 | 4 | 0.3% | $2,729 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $98.23万 | 0.13% | 26,406 | 19,205 | 266.7% | $71.44万 | 加仓 |
| IJH | ISHARES TR | $98.68万 | 0.13% | 14,613 | 150 | 1.0% | $1.01万 | 加仓 |
| META | META PLATFORMS INC | $102.73万 | 0.14% | 1,796 | 90 | 5.3% | $5.15万 | 加仓 |
| TGRW | T ROWE PRICE ETF INC | $104.79万 | 0.14% | 25,875 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $106.63万 | 0.15% | 4,395 | 33 | 0.8% | $8,006 | 加仓 |
| IVW | ISHARES TR | $114.75万 | 0.16% | 10,145 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $118.52万 | 0.16% | 6,986 | 67 | 1.0% | $1.14万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $121.25万 | 0.17% | 24,072 | 8,170 | 51.4% | $41.15万 | 加仓 |
| SUSA | ISHARES TR | $123.37万 | 0.17% | 9,339 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $127.28万 | 0.17% | 10,241 | 157 | 1.6% | $1.95万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $130.71万 | 0.18% | 15,351 | -691 | -4.3% | -$5.88万 | 减仓 |
| AFL | AFLAC INC | $154.32万 | 0.21% | 14,066 | -71 | -0.5% | -$7,789 | 减仓 |
| IJJ | ISHARES TR | $155.94万 | 0.21% | 11,769 | -950 | -7.5% | -$12.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $172.64万 | 0.24% | 9,899 | -828 | -7.7% | -$14.44万 | 减仓 |
| KO | COCA COLA CO | $175.02万 | 0.24% | 23,014 | -351 | -1.5% | -$2.67万 | 减仓 |
| GOOGL | ALPHABET INC | $175.56万 | 0.24% | 6,105 | -105 | -1.7% | -$3.02万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $177.94万 | 0.24% | 2,885 | -825 | -22.2% | -$50.88万 | 减仓 |
| ITOT | ISHARES TR | $182.41万 | 0.25% | 12,807 | 170 | 1.3% | $2.42万 | 加仓 |
| V | VISA INC | $184.64万 | 0.25% | 6,109 | 160 | 2.7% | $4.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $185.17万 | 0.25% | 6,295 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $199.45万 | 0.27% | 23,509 | -586 | -2.4% | -$4.97万 | 减仓 |
| GOOG | ALPHABET INC | $200.55万 | 0.27% | 6,991 | -195 | -2.7% | -$5.59万 | 减仓 |
| EFA | ISHARES TR | $202.79万 | 0.28% | 20,878 | 1,560 | 8.1% | $15.15万 | 加仓 |
| IWB | ISHARES TR | $207.49万 | 0.28% | 5,819 | -125 | -2.1% | -$4.46万 | 减仓 |
| HD | HOME DEPOT INC | $218.97万 | 0.30% | 6,658 | 98 | 1.5% | $3.22万 | 加仓 |
| IEMG | ISHARES INC | $232.35万 | 0.32% | 33,312 | -606 | -1.8% | -$4.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $255.46万 | 0.35% | 5,331 | 40 | 0.8% | $1.92万 | 加仓 |
| USMV | ISHARES TR | $267.25万 | 0.36% | 28,817 | 740 | 2.6% | $6.86万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $271.40万 | 0.37% | 6,254 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $351.13万 | 0.48% | 13,644 | -190 | -1.4% | -$4.89万 | 减仓 |
| IVV | ISHARES TR | $358.55万 | 0.49% | 5,489 | 92 | 1.7% | $6.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.79万 | 0.64% | 12,610 | -1,452 | -10.3% | -$53.75万 | 减仓 |
| IJK | ISHARES TR | $516.95万 | 0.71% | 51,376 | -2,875 | -5.3% | -$28.93万 | 减仓 |
| IWF | ISHARES TR | $526.96万 | 0.72% | 12,358 | -408 | -3.2% | -$17.40万 | 减仓 |
| AON | AON PLC | $536.09万 | 0.73% | 16,609 | -4 | -0.0% | -$1,291 | 减仓 |
| AMZN | AMAZON COM INC | $539.54万 | 0.74% | 25,906 | 660 | 2.6% | $13.75万 | 加仓 |
| AHRT | AH RLTY TR INC | $562.87万 | 0.77% | 1,023,400 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $732.29万 | 1.00% | 29,958 | -790 | -2.6% | -$19.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $831.91万 | 1.13% | 13,922 | 105 | 0.8% | $6.27万 | 加仓 |
| AAPL | APPLE INC | $853.76万 | 1.16% | 33,640 | 790 | 2.4% | $20.05万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $928.19万 | 1.27% | 157,241 | 58,297 | 58.9% | $344.13万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,073.16万 | 1.46% | 93,456 | -805 | -0.9% | -$9.24万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,083.59万 | 1.48% | 41,371 | -790 | -1.9% | -$20.69万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $1,188.14万 | 1.62% | 322,951 | 31,593 | 10.8% | $116.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,311.54万 | 1.79% | 20,167 | 9 | 0.0% | $5,853 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,392.04万 | 1.90% | 43,391 | -1,747 | -3.9% | -$56.05万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,434.50万 | 1.96% | 74,745 | 3,219 | 4.5% | $61.78万 | 加仓 |
| IWD | ISHARES TR | $1,459.60万 | 1.99% | 68,311 | -1,520 | -2.2% | -$32.48万 | 减仓 |
| IEFA | ISHARES TR | $1,469.99万 | 2.01% | 162,376 | -5,330 | -3.2% | -$48.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,561.57万 | 2.13% | 202,512 | 638 | 0.3% | $4.92万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,750.49万 | 3.75% | 987,609 | -9,136 | -0.9% | -$25.44万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,757.75万 | 3.76% | 377,051 | 12,945 | 3.6% | $94.68万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3,831.09万 | 5.23% | 453,276 | 11,533 | 2.6% | $97.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,015.18万 | 5.48% | 204,647 | 208 | 0.1% | $4.08万 | 加仓 |
| IJR | ISHARES TR | $5,071.32万 | 6.92% | 407,957 | 1,698 | 0.4% | $21.11万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5,642.09万 | 7.70% | 306,169 | 5,680 | 1.9% | $104.67万 | 加仓 |
| AGOX | STARBOARD INVT TR | $5,953.48万 | 8.12% | 2,236,468 | 50,584 | 2.3% | $134.65万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $7,129.72万 | 9.73% | 1,830,009 | 35,628 | 2.0% | $138.81万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $7,469.52万 | 10.19% | 1,571,539 | 6,236 | 0.4% | $29.64万 | 加仓 |