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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 100 | 5.9% | $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 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $41.42万 | 0.06% | 1,478 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $41.40万 | 0.06% | 4,580 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $37.06万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.75万 | 0.05% | 1,905 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $35.98万 | 0.05% | 9,260 | 0 | 0.0% | — | 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 | 35 | 6.1% | $2.02万 | 加仓 |
| C | CITIGROUP INC | $35.10万 | 0.05% | 3,095 | 214 | 7.4% | $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 | 966 | 8.0% | $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 | 27 | 2.3% | $7,540 | 加仓 |
| IYW | ISHARES TR | $32.20万 | 0.04% | 1,775 | 0 | 0.0% | — | 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 | 140 | 23.1% | $6.02万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $30.69万 | 0.04% | 3,405 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $30.50万 | 0.04% | 31,804 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.50万 | 0.04% | 276 | 47 | 20.5% | $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 | 16 | 1.9% | $4,667 | 加仓 |
| WHR | WHIRLPOOL CORP | $24.99万 | 0.03% | 4,634 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.87万 | 0.03% | 557 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $24.65万 | 0.03% | 1,628 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.53万 | 0.03% | 1,620 | 53 | 3.4% | $7,697 | 加仓 |
| ACWX | ISHARES TR | $23.35万 | 0.03% | 3,410 | 0 | 0.0% | — | 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 | 15 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $21.63万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $21.58万 | 0.03% | 4,572 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $18.36万 | 0.03% | 17,821 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $15.07万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $13.18万 | 0.02% | 25,000 | 0 | 0.0% | — | 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 | $0 | 0.00% | 0 | -4,336 | -100.0% | -$79.72万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,956 | -100.0% | -$42.43万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$28.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -404 | -100.0% | -$26.76万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,581 | -100.0% | -$21.80万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,700 | -100.0% | -$21.60万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -413 | -100.0% | -$21.58万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -2,110 | -100.0% | -$20.84万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -516 | -100.0% | -$20.33万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -10,291 | -100.0% | -$14.57万 | 清仓 |