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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.27万 | 0.06% | 552 | -109 | -16.5% | -$10.52万 | 减仓 |
| VGT | VANGUARD WORLD FD | $52.02万 | 0.06% | 4,352 | 1,152 | 36.0% | $13.77万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $50.74万 | 0.06% | 2,529 | 60 | 2.4% | $1.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $50.65万 | 0.06% | 5,880 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $48.83万 | 0.06% | 5,563 | 73 | 1.3% | $6,407 | 加仓 |
| VLO | VALERO ENERGY CORP | $47.27万 | 0.05% | 1,815 | 22 | 1.2% | $5,730 | 加仓 |
| ADI | ANALOG DEVICES INC | $46.74万 | 0.05% | 1,177 | -2 | -0.2% | -$794 | 减仓 |
| C | CITIGROUP INC | $45.08万 | 0.05% | 3,221 | 126 | 4.1% | $1.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.85万 | 0.05% | 609 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $44.77万 | 0.05% | 1,775 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $44.00万 | 0.05% | 3,002 | 92 | 3.2% | $1.35万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $43.67万 | 0.05% | 1,008 | 58 | 6.1% | $2.51万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $43.62万 | 0.05% | 4,524 | -3,855 | -46.0% | -$37.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $42.18万 | 0.05% | 1,736 | 30 | 1.8% | $7,290 | 加仓 |
| MRK | MERCK & CO INC | $41.41万 | 0.05% | 3,223 | 75 | 2.4% | $9,636 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.08万 | 0.05% | 9,260 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $39.82万 | 0.05% | 4,580 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $39.21万 | 0.05% | 1,648 | 22 | 1.4% | $5,235 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $38.78万 | 0.04% | 3,411 | 6 | 0.2% | $682 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.19万 | 0.04% | 12,978 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $37.53万 | 0.04% | 24,512 | -7,292 | -22.9% | -$11.16万 | 减仓 |
| MO | ALTRIA GROUP INC | $37.10万 | 0.04% | 5,156 | 118 | 2.3% | $8,490 | 加仓 |
| RTX | RTX CORPORATION | $36.45万 | 0.04% | 1,921 | 16 | 0.8% | $3,036 | 加仓 |
| OLN | OLIN CORP | $36.13万 | 0.04% | 18,228 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $35.38万 | 0.04% | 7,017 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.20万 | 0.04% | 305 | 305 | — | $35.20万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $34.31万 | 0.04% | 668 | 26 | 4.0% | $1.34万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $33.21万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.53万 | 0.04% | 783 | -99 | -11.2% | -$4.11万 | 减仓 |
| BX | BLACKSTONE INC | $30.54万 | 0.04% | 2,595 | 18 | 0.7% | $2,118 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.55万 | 0.03% | 1,190 | 9 | 0.8% | $2,235 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $29.51万 | 0.03% | 894 | 30 | 3.5% | $9,904 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.52万 | 0.03% | 574 | 17 | 3.1% | $8,448 | 加仓 |
| T | AT&T INC | $28.02万 | 0.03% | 13,535 | 193 | 1.4% | $3,995 | 加仓 |
| GLD | SPDR GOLD TR | $27.44万 | 0.03% | 745 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $27.04万 | 0.03% | 4,675 | 20 | 0.4% | $1,157 | 加仓 |
| TENB | TENABLE HLDGS INC | $26.55万 | 0.03% | 7,200 | 7,200 | — | $26.55万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.47万 | 0.03% | 283 | 7 | 2.5% | $6,548 | 加仓 |
| ARTY | ISHARES TR | $26.28万 | 0.03% | 3,450 | 3,450 | — | $26.28万 | 新建仓 |
| ACWX | ISHARES TR | $25.95万 | 0.03% | 3,410 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $25.66万 | 0.03% | 2,600 | 2,600 | — | $25.66万 | 新建仓 |
| EMXC | ISHARES INC | $25.50万 | 0.03% | 2,493 | 2,493 | — | $25.50万 | 新建仓 |
| DVY | ISHARES TR | $25.45万 | 0.03% | 1,628 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $25.34万 | 0.03% | 10,522 | 887 | 9.2% | $2.14万 | 加仓 |
| AMGN | AMGEN INC | $24.73万 | 0.03% | 683 | 21 | 3.2% | $7,605 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.62万 | 0.03% | 323 | 323 | — | $24.62万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $24.59万 | 0.03% | 14,775 | 14,775 | — | $24.59万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $24.55万 | 0.03% | 13,215 | 13,215 | — | $24.55万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.51万 | 0.03% | 422 | 422 | — | $24.51万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $23.99万 | 0.03% | 4,550 | 4,550 | — | $23.99万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.96万 | 0.03% | 4,572 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $23.59万 | 0.03% | 958 | 958 | — | $23.59万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $23.52万 | 0.03% | 3,100 | 3,100 | — | $23.52万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.47万 | 0.03% | 211 | 211 | — | $22.47万 | 新建仓 |
| KVUE | KENVUE INC | $22.05万 | 0.03% | 11,540 | 40 | 0.3% | $764 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.74万 | 0.03% | 2,679 | 6 | 0.2% | $487 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $21.47万 | 0.02% | 2,080 | 2,080 | — | $21.47万 | 新建仓 |
| MMM | 3M CO | $21.39万 | 0.02% | 1,321 | -299 | -18.5% | -$4.84万 | 减仓 |
| LOW | LOWES COS INC | $21.37万 | 0.02% | 969 | 16 | 1.7% | $3,528 | 加仓 |
| COPX | GLOBAL X FDS | $21.36万 | 0.02% | 2,775 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $21.33万 | 0.02% | 710 | 710 | — | $21.33万 | 新建仓 |
| AIQ | GLOBAL X FDS | $21.32万 | 0.02% | 3,250 | 3,250 | — | $21.32万 | 新建仓 |
| MS | MORGAN STANLEY | $21.15万 | 0.02% | 1,012 | 1,012 | — | $21.15万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.15万 | 0.02% | 1,396 | 31 | 2.3% | $4,696 | 加仓 |
| MCD | MCDONALDS CORP | $21.11万 | 0.02% | 781 | -72 | -8.4% | -$1.95万 | 减仓 |
| BOXX | EA SERIES TRUST | $20.84万 | 0.02% | 1,780 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.44万 | 0.02% | 1,106 | -66 | -5.6% | -$1.22万 | 重新持有 |
| BSY | BENTLEY SYS INC | $20.03万 | 0.02% | 6,700 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $19.23万 | 0.02% | 17,821 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $19.00万 | 0.02% | 11,595 | 11,595 | — | $19.00万 | 新建仓 |
| COMP | COMPASS INC | $18.22万 | 0.02% | 14,777 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $16.04万 | 0.02% | 15,000 | 5,000 | 50.0% | $5.34万 | 加仓 |
| NIO | NIO INC | $12.65万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $12.47万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $11.67万 | 0.01% | 10,762 | 10,762 | — | $11.67万 | 新建仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -14,034 | -100.0% | -$26.15万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -4,634 | -100.0% | -$24.99万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,020 | -100.0% | -$23.06万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -369 | -100.0% | -$22.30万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,137 | -100.0% | -$21.94万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,250 | -100.0% | -$21.63万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -4,450 | -100.0% | -$21.55万 | 清仓 |