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Bernard Wealth Management Corp. · 13F 持仓分析
期权收益计算器 机构排行

Bernard Wealth Management Corp.

No.6537 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.39亿
环比变动 Q1 2026
+$414.5万+1.8%
持仓股票数
360
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
360
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
15.4%15.67%$3,673.8万21.1万股$3,673.8万21.1万股00.00%持仓不变
S嘉信·USSCHX
14.01%14.26%$3,341.9万130.3万股$3,341.9万130.3万股00.00%持仓不变
苹果AAPL
9.02%9.18%$2,151.2万8.5万股$2,151.2万8.5万股00.00%持仓不变
S嘉信策略信托SCHM
4.02%4.09%$958.1万30.9万股$958.1万30.9万股00.00%持仓不变
IiShares安硕信托DGRO
3.77%3.84%$899.9万12.8万股$899.9万12.8万股00.00%持仓不变
礼来LLY
3.56%3.63%$850.3万9,244股$850.3万9,244股00.00%持仓不变
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
3.11%3.16%$740.9万9.4万股$740.9万9.4万股00.00%持仓不变
微软MSFT
3.07%3.13%$733.5万2.0万股$733.5万2.0万股00.00%持仓不变
谷歌AGOOGL
2.79%2.84%$665.7万2.3万股$665.7万2.3万股00.00%持仓不变
S嘉信·USSCHA
2.67%2.72%$637.1万21.9万股$637.1万21.9万股00.00%持仓不变
IiShares安硕信托IEFA
2.62%2.67%$625.4万6.9万股$625.4万6.9万股00.00%持仓不变
亚马逊AMZN
2.41%2.46%$575.6万2.8万股$575.6万2.8万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
1.92%1.96%$459.1万9,580股$459.1万9,580股00.00%持仓不变
PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP
1.87%1.9%$445.3万4.6万股$445.3万4.6万股00.00%持仓不变
卡特彼勒CAT
1.86%1.89%$442.5万6,246股$442.5万6,246股00.00%持仓不变
PALO ALTOPANW
1.81%0.86%$431.1万1.3万股$202.7万1.3万股00.00%持仓不变
IISHARES US FINANCIAL SERVICES ETFIYG
1.6%1.63%$382.0万4.6万股$382.0万4.6万股00.00%持仓不变
摩根大通JPM
1.57%1.59%$373.8万1.3万股$373.8万1.3万股00.00%持仓不变
VisaV
1.4%1.43%$334.8万1.1万股$334.8万1.1万股00.00%持仓不变
沃尔玛WMT
1.27%1.29%$303.0万2.4万股$303.0万2.4万股00.00%持仓不变
I景顺QQQ信托VOO
1.22%1.25%$292.1万5,062股$292.1万5,062股00.00%持仓不变
DT MIDSTREAM COMMON STOCKDTM
0.99%1.01%$237.2万1.8万股$237.2万1.8万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.92%0.93%$218.7万3,363股$218.7万3,363股00.00%持仓不变
S嘉信策略信托SCHD
0.89%0.9%$211.9万6.9万股$211.9万6.9万股00.00%持仓不变
CrowdStrikeCRWD
0.82%0.84%$196.1万5,024股$196.1万5,024股00.00%持仓不变
DTE ENERGY COMDTE
0.71%0.72%$169.8万1.2万股$169.8万1.2万股00.00%持仓不变
埃克森美孚XOM
0.7%0.71%$166.4万9,810股$166.4万9,810股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.62%0.63%$147.2万5,937股$147.2万5,937股00.00%持仓不变
伯克希尔哈撒韦BRK.A
0.6%0.61%$143.6万2股$143.6万2股00.00%持仓不变
优步UBER
0.59%0.6%$141.6万2.0万股$141.6万2.0万股00.00%持仓不变
好市多COST
0.57%0.58%$136.1万1,366股$136.1万1,366股00.00%持仓不变
IiShares安硕·COREIJH
0.52%0.53%$123.9万1.8万股$123.9万1.8万股00.00%持仓不变
AMD超威AMD
0.47%0.17%$112.3万1,933股$39.3万1,933股00.00%持仓不变
霍尼韦尔HON
0.45%0.46%$107.7万4,765股$107.7万4,765股00.00%持仓不变
LOWES COS COMLOW
0.45%0.45%$106.4万4,504股$106.4万4,504股00.00%持仓不变
家得宝HD
0.43%0.44%$102.4万3,114股$102.4万3,114股00.00%持仓不变
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.41%0.41%$96.7万2.1万股$96.7万2.1万股00.00%持仓不变
美光科技MU
0.32%0.09%$75.2万652股$22.0万652股00.00%持仓不变
艾伯维ABBV
0.32%0.32%$75.2万3,456股$75.2万3,456股00.00%持仓不变
SSPDR行业精选信托XLK
0.31%0.31%$73.7万5,546股$73.7万5,546股00.00%持仓不变
EEQUINOX GOLDEQX
0.29%0.3%$70.1万4.8万股$70.1万4.8万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.27%0.27%$64.4万2,246股$64.4万2,246股00.00%持仓不变
IINNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028AJAN
0.27%0.27%$63.6万2.3万股$63.6万2.3万股00.00%持仓不变
S道富XLI
0.25%0.26%$59.9万3,705股$59.9万3,705股00.00%持仓不变
Bloom EnergyBE
0.24%0.11%$56.8万1,874股$25.4万1,874股00.00%持仓不变
PProShares信托SSO
0.23%0.24%$55.3万1.1万股$55.3万1.1万股00.00%持仓不变
REDDIT CL ARDDT
0.23%0.23%$54.8万4,072股$54.8万4,072股00.00%持仓不变
嘉信理财SCHW
0.2%0.2%$47.8万5,084股$47.8万5,084股00.00%持仓不变
应用材料AMAT
0.18%0.09%$44.0万608股$20.8万608股00.00%持仓不变
雅培ABT
0.17%0.18%$41.2万4,017股$41.2万4,017股00.00%持仓不变

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