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Barnes Wealth Management Group, Inc · 13F 持仓分析
期权收益计算器 机构排行

Barnes Wealth Management Group, Inc

No.6866 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.16亿
环比变动 Q1 2026
+$1,915.0万+9.7%
持仓股票数
195
新买入
21
加仓
80
减仓
90
清仓
10
持股不变
4
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
IiShares安硕信托IVV
7.1%4.1%$1,534.2万2.0万股$808.1万1.2万股+8,117股+65.62%加仓
IiShares安硕信托IUSB
4.15%4.42%$898.0万19.5万股$870.8万18.9万股+6,041股+3.20%加仓
IiShares安硕信托IVW
3.4%3.1%$736.0万5.4万股$611.0万5.4万股-501股-0.93%减仓
苹果AAPL
3.13%3.01%$677.0万2.3万股$593.1万2.3万股+27股+0.12%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
3.12%3.21%$674.0万13.3万股$632.8万12.5万股+8,249股+6.60%加仓
B贝莱德ETF信托CORO
3.11%2.94%$672.5万18.4万股$580.0万18.0万股+3,360股+1.86%加仓
B贝莱德ETF信托DYNF
2.61%2.51%$563.5万8.3万股$495.1万8.5万股-2,237股-2.63%减仓
IiShares安硕·S&PIVE
2.46%3.1%$532.7万2.3万股$610.8万2.9万股-5,469股-18.90%减仓
PPIMCO太平洋投资管理ETFMINT
2.07%2.23%$447.7万4.4万股$440.3万4.4万股+631股+1.44%加仓
V先锋领航指数基金VOO
1.78%1.56%$385.6万5,235股$307.0万5,317股-82股-1.54%减仓
IiShares安硕信托MTUM
1.65%1.56%$356.3万1.0万股$307.3万1.3万股-2,411股-18.83%减仓
SSPDR标普500 ETFSPY
1.56%1.49%$336.9万4,511股$294.4万4,524股-13股-0.29%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.39%1.31%$300.3万8.9万股$258.1万8.9万股+118股+0.13%加仓
PPimco Active Bond ETFBOND
1.38%1.53%$297.8万3.2万股$301.8万3.3万股-404股-1.24%减仓
雪佛龙CVX
1.32%1.83%$286.4万1.7万股$360.0万1.7万股-120股-0.69%减仓
B贝莱德ETF信托BAI
1.32%1.05%$286.2万5.4万股$207.0万6.3万股-8,547股-13.60%减仓
PPIMCO太平洋投资管理ETFLDUR
1.28%1.41%$276.8万2.9万股$278.0万2.9万股-64股-0.22%减仓
iShares安硕·MBSACGL
1.18%1.29%$255.2万2.7万股$254.8万2.7万股+162股+0.60%加仓
S道富SPYM
1.15%1.03%$248.7万2.8万股$203.9万2.7万股+1,662股+6.24%加仓
V先锋领航指数基金VUG
1.13%1.05%$245.4万2.8万股$207.7万4,755股+2.4万股+499.10%加仓
G高盛ETF信托GSST
1.12%1.24%$241.8万4.8万股$245.3万4.9万股-730股-1.50%减仓
IiShares安硕信托GJS
1%1.1%$217.0万9.5万股$216.9万9.5万股+618股+0.65%加仓
SSPDR道富指数基金SPDW
0.95%0.96%$204.5万4.1万股$188.6万4.1万股-732股-1.77%减仓
I景顺·ACTIVELY MANAGED EXCGSY
0.94%1.01%$202.5万4.0万股$199.3万4.0万股+608股+1.53%加仓
J骏利Detroit策略信托VNLA
0.93%1.01%$201.6万4.1万股$198.3万4.1万股+678股+1.67%加仓
SSTATE STREET ULTRA SHORTTERM BOND ETFULST
0.89%1.02%$192.8万4.8万股$201.8万5.0万股-2,149股-4.31%减仓
SSPDR道富系列信托SPYG
0.88%0.78%$189.8万1.6万股$152.9万1.6万股+335股+2.15%加仓
IiShares安硕·MSCIQUAL
0.85%1.94%$183.4万8,358股$381.8万2.0万股-1.2万股-58.01%减仓
B贝莱德ETF信托BLCR
0.82%0.72%$178.2万3.5万股$141.6万3.4万股+906股+2.63%加仓
AAMEREN COMDHS
0.81%0.87%$176.1万1.5万股$171.0万1.6万股-168股-1.07%减仓
S嘉信策略信托SCHD
0.8%0.87%$173.2万5.5万股$172.3万5.6万股-1,531股-2.73%减仓
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.77%0.83%$166.2万5.2万股$163.4万5.0万股+2,367股+4.74%加仓
B贝莱德ETF信托THRO
0.75%0.69%$162.3万3.8万股$136.7万3.8万股-93股-0.25%减仓
LLISTED FDS TRHEGD
0.72%0.67%$155.0万5.8万股$132.0万5.3万股+4,687股+8.77%加仓
WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY
0.72%0.77%$154.7万3.4万股$152.0万3.3万股+387股+1.16%加仓
IiShares安硕信托TLH
0.7%0.77%$152.3万1.5万股$151.0万1.5万股+177股+1.18%加仓
FIRST INTST BANCSYSTEMFIBK
0.7%0.64%$150.6万4.1万股$127.0万3.8万股+3,540股+9.42%加仓
BBONDBLOXX ETF TRUSTXTRE
0.68%0.74%$147.7万3.0万股$145.1万2.9万股+826股+2.82%加仓
微软MSFT
0.67%0.67%$145.7万3,905股$131.7万3,558股+347股+9.75%加仓
IiShares安硕IEMG
0.67%1.18%$144.9万1.7万股$233.2万3.3万股-1.6万股-47.69%减仓
PPIMCO太平洋投资管理ETFPYLD
0.67%0.52%$144.4万5.4万股$101.5万3.9万股+1.6万股+40.45%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.66%0.52%$143.3万3.9万股$102.5万2.8万股+1.1万股+39.05%加仓
英伟达NVDA
0.64%0.55%$137.8万6,887股$109.2万6,261股+626股+10.00%加仓
WELLS FARGO NEWWFC
0.64%0.67%$137.4万1.7万股$132.4万1.7万股-12股-0.07%减仓
J摩根大通交易所交易基金JVAL
0.62%0.59%$133.6万2.3万股$116.8万2.4万股-1,118股-4.68%减仓
F富达Covington信托FFLC
0.61%0.52%$132.5万2.2万股$101.8万2.0万股+2,641股+13.30%加仓
B贝莱德ETF信托IALT
0.59%$128.0万4.6万股$00股+4.6万股新买入
Meta平台META
0.55%0.61%$118.5万2,103股$120.2万2,100股+3股+0.14%加仓
PPIMCO太平洋投资管理ETFMUNI
0.55%0.53%$118.0万2.2万股$105.1万2.0万股+2,295股+11.40%加仓
B贝莱德·ETF TRUST IIBINC
0.54%0.62%$117.2万2.2万股$121.3万2.3万股-967股-4.14%减仓

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