13F 机构持仓

Berman McAleer LLC

TIMONIUM MD · SEC CIK 0002094332

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PRF 10.2%
DFAI 9.7%
AGOX 8.1%
VOE 7.7%
IJR 6.9%
VTV 5.5%
JGRO 5.2%
SPLV 3.8%
FNDX 3.8%
VXUS 2.1%

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
COF CAPITAL ONE FINL CORP $45.04万0.06%2,469 -89-3.5% -$1.62万 减仓
VLO VALERO ENERGY CORP $44.30万0.06%1,793 1005.9% $2.47万 加仓
ORCL ORACLE CORP $42.81万0.06%2,910 -58-2.0% -$8,532 减仓
VUG VANGUARD INDEX FDS $42.81万0.06%980 00.0% — 不变
AYI ACUITY INC $41.42万0.06%1,478 00.0% — 不变
OKE ONEOK INC NEW $41.40万0.06%4,580 00.0% — 不变
AMAT APPLIED MATLS INC $40.33万0.06%1,180 1,180— $40.33万 新建仓
T AT&T INC $38.68万0.05%13,342 -125-0.9% -$3,624 减仓
MRK MERCK & CO INC $37.87万0.05%3,148 -10-0.3% -$1,203 减仓
ADI ANALOG DEVICES INC $37.51万0.05%1,179 00.0% — 不变
VBR VANGUARD INDEX FDS $37.06万0.05%1,706 00.0% — 不变
RTX RTX CORPORATION $36.75万0.05%1,905 00.0% — 不变
— DIMENSIONAL ETF TRUST $35.98万0.05%9,260 00.0% — 不变
MKC MCCORMICK & CO INC $35.39万0.05%7,017 -2,000-22.2% -$10.09万 减仓
QQQ INVESCO QQQ TR $35.15万0.05%609 356.1% $2.02万 加仓
C CITIGROUP INC $35.10万0.05%3,095 2147.4% $2.43万 加仓
ALL ALLSTATE CORP $33.71万0.05%1,626 -42-2.5% -$8,708 减仓
SCHX SCHWAB STRATEGIC TR $33.28万0.05%12,978 9668.0% $2.48万 加仓
MO ALTRIA GROUP INC $33.25万0.05%5,038 -167-3.2% -$1.10万 减仓
CEG CONSTELLATION ENERGY CORP $32.98万0.04%1,181 272.3% $7,540 加仓
IYW ISHARES TR $32.20万0.04%1,775 00.0% — 不变
MA MASTERCARD INCORPORATED $32.08万0.04%642 -5-0.8% -$2,498 减仓
GLD SPDR GOLD TR $32.06万0.04%745 14023.1% $6.02万 加仓
TROW PRICE T ROWE GROUP INC $30.69万0.04%3,405 00.0% — 不变
LION LIONSGATE STUDIOS CORP $30.50万0.04%31,804 00.0% — 不变
BX BLACKSTONE INC $29.63万0.04%2,577 -3-0.1% -$345 减仓
A AGILENT TECHNOLOGIES INC $28.50万0.04%2,500 -22-0.9% -$2,508 减仓
VGT VANGUARD WORLD FD $27.91万0.04%400 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $27.50万0.04%276 4720.5% $4.68万 重新持有
PFE PFIZER INC $27.06万0.04%9,635 -505-5.0% -$1.42万 减仓
MDLZ MONDELEZ INTL INC $26.83万0.04%4,655 -395-7.8% -$2.28万 减仓
MCD MCDONALDS CORP $26.51万0.04%853 -39-4.4% -$1.21万 减仓
HL HECLA MINING COMPANY $26.15万0.04%14,034 -34,987-71.4% -$65.18万 减仓
INTC INTEL CORP $25.99万0.04%5,890 -593-9.1% -$2.62万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $25.91万0.04%661 -814-55.2% -$31.90万 减仓
TRV TRAVELERS COMPANIES INC $25.20万0.03%864 161.9% $4,667 加仓
WHR WHIRLPOOL CORP $24.99万0.03%4,634 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $24.87万0.03%557 00.0% — 不变
DVY ISHARES TR $24.65万0.03%1,628 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $23.87万0.03%882 -9-1.0% -$2,435 减仓
BSY BENTLEY SYS INC $23.53万0.03%6,700 00.0% — 不变
MMM 3M CO $23.53万0.03%1,620 533.4% $7,697 加仓
ACWX ISHARES TR $23.35万0.03%3,410 00.0% — 不变
AMGN AMGEN INC $23.29万0.03%662 -10-1.5% -$3,519 减仓
— HONEYWELL INTL INC $23.06万0.03%1,020 1,020— $23.06万 新建仓
LOW LOWES COS INC $22.52万0.03%953 953— $22.52万 新建仓
LMT LOCKHEED MARTIN CORP $22.30万0.03%369 369— $22.30万 新建仓
ABT ABBOTT LABORATORIES $21.94万0.03%2,137 150.7% $1,540 加仓
TJX TJX COS INC NEW $21.80万0.03%1,365 -6-0.4% -$958 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $21.64万0.03%2,673 00.0% — 不变
NFLX NETFLIX INC. $21.63万0.03%2,250 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $21.58万0.03%4,572 00.0% — 不变
URA GLOBAL X FDS $21.55万0.03%4,450 4,450— $21.55万 新建仓
COPX GLOBAL X FDS $21.19万0.03%2,775 2,775— $21.19万 新建仓
BOXX EA SERIES TRUST $20.70万0.03%1,780 00.0% — 不变
LRCX LAM RESEARCH CORP $20.30万0.03%950 950— $20.30万 新建仓
KVUE KENVUE INC $19.83万0.03%11,500 00.0% — 不变
DNP DNP SELECT INCOME FD INC $18.36万0.03%17,821 00.0% — 不变
NIO NIO INC $15.07万0.02%25,000 00.0% — 不变
IMRX IMMUNEERING CORP $13.18万0.02%25,000 00.0% — 不变
COMP COMPASS INC $10.80万0.01%14,777 14,777— $10.80万 新建仓
BGC BGC GROUP INC $9.78万0.01%10,000 10,000— $9.78万 新建仓
AZN ASTRAZENECA PLC $00.00%0 -4,336-100.0% -$79.72万 清仓
PEP PEPSICO INC $00.00%0 -2,956-100.0% -$42.43万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,577-100.0% -$28.45万 清仓
INTU INTUIT $00.00%0 -404-100.0% -$26.76万 清仓
NVS NOVARTIS AG $00.00%0 -1,581-100.0% -$21.80万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -3,700-100.0% -$21.60万 清仓
SPGI S&P GLOBAL INC $00.00%0 -413-100.0% -$21.58万 清仓
INCY INCYTE CORP $00.00%0 -2,110-100.0% -$20.84万 清仓
VCR VANGUARD WORLD FD $00.00%0 -516-100.0% -$20.33万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
— ANYWHERE REAL ESTATE INC $00.00%0 -10,291-100.0% -$14.57万 清仓