13FBOX
Bard Financial Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Bard Financial Services, Inc.

No.2952 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$9.11亿
环比变动 Q2 2025
+$7,375.6万+8.8%
持仓股票数
209
新买入
7
加仓
47
减仓
72
清仓
1
持股不变
83
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
苹果AAPL
12.84%11.36%$1.17亿46.0万股$9,517.1万46.4万股-4,295股-0.93%减仓
微软MSFT
8.73%9.04%$7,954.9万15.4万股$7,573.5万15.2万股+1,325股+0.87%加仓
沃尔玛WMT
3.47%3.61%$3,165.7万30.7万股$3,022.3万30.9万股-1,925股-0.62%减仓
家得宝HD
2.75%2.72%$2,508.5万6.2万股$2,274.4万6.2万股-125股-0.20%减仓
伯克希尔哈撒韦BRK.B
2.3%2.46%$2,093.4万4.2万股$2,064.0万4.2万股-850股-2.00%减仓
强生JNJ
2.04%1.82%$1,861.5万10.0万股$1,524.2万10.0万股+609股+0.61%加仓
麦当劳MCD
1.89%1.98%$1,718.8万5.7万股$1,655.5万5.7万股-100股-0.18%减仓
艾伯维ABBV
1.7%1.49%$1,544.8万6.7万股$1,245.4万6.7万股-375股-0.56%减仓
英伟达NVDA
1.67%1.55%$1,521.0万8.2万股$1,294.7万8.2万股-430股-0.52%减仓
TTRI CONTLTY
1.66%1.78%$1,512.8万44.5万股$1,490.6万47.1万股-2.6万股-5.49%减仓
摩根大通JPM
1.53%1.55%$1,389.8万4.4万股$1,294.7万4.5万股-600股-1.34%减仓
洛克希德马丁LMT
1.47%1.47%$1,336.8万2.7万股$1,233.3万2.7万股+150股+0.56%加仓
辉瑞PFE
1.43%1.46%$1,300.3万51.0万股$1,223.2万50.5万股+5,716股+1.13%加仓
谷歌AGOOGL
1.42%1.13%$1,294.6万5.3万股$947.3万5.4万股-500股-0.93%减仓
威瑞森VZ
1.33%1.41%$1,213.9万27.6万股$1,178.2万27.2万股+3,910股+1.44%加仓
可口可乐KO
1.3%1.51%$1,182.6万17.8万股$1,260.7万17.8万股+125股+0.07%加仓
亚马逊AMZN
1.24%1.36%$1,133.3万5.2万股$1,142.8万5.2万股-475股-0.91%减仓
百事可乐PEP
1.22%1.18%$1,112.7万7.9万股$988.1万7.5万股+4,395股+5.87%加仓
应用材料AMAT
1.21%1.19%$1,105.4万5.4万股$992.5万5.4万股-225股-0.42%减仓
高盛GS
1.2%1.18%$1,094.2万1.4万股$990.1万1.4万股-250股-1.79%减仓
宝洁PG
1.17%1.33%$1,066.1万6.9万股$1,110.6万7.0万股-325股-0.47%减仓
雪佛龙CVX
1.15%1.08%$1,047.4万6.7万股$904.6万6.3万股+4,275股+6.77%加仓
BBANK OF AMERBAC
1.14%1.15%$1,042.6万20.2万股$962.2万20.3万股-1,250股-0.61%减仓
思科CSCO
1.13%1.25%$1,032.2万15.1万股$1,049.3万15.1万股-375股-0.25%减仓
纽蒙特NEM
1.12%0.81%$1,023.8万12.1万股$676.6万11.6万股+5,300股+4.56%加仓
AAlphabet Inc Class CGOOG
1.11%0.89%$1,009.9万4.1万股$745.7万4.2万股-575股-1.37%减仓
埃克森美孚XOM
1.05%1.09%$959.4万8.5万股$909.7万8.4万股+700股+0.83%加仓
ALTRIAMO
0.94%0.92%$860.4万13.0万股$773.3万13.2万股-1,650股-1.25%减仓
默沙东MRK
0.94%0.96%$855.4万10.2万股$804.8万10.2万股+250股+0.25%加仓
CVS健康CVS
0.89%0.96%$814.1万10.8万股$803.5万11.6万股-8,490股-7.29%减仓
甲骨文ORCL
0.88%0.72%$805.8万2.9万股$599.6万2.7万股+1,225股+4.47%加仓
PHILIP MORRIS INTLPM
0.87%1.1%$794.2万4.9万股$918.7万5.0万股-1,475股-2.92%减仓
AMGEN COMAMGN
0.86%0.9%$780.3万2.8万股$757.6万2.7万股+515股+1.90%加仓
LLOYDS BANKING SPONSORED ADRLYG
0.82%1.04%$748.9万165.0万股$872.6万205.3万股-40.3万股-19.65%减仓
WASTE MGMT DELWM
0.82%0.93%$745.9万3.4万股$776.3万3.4万股-150股-0.44%减仓
台积电TSM
0.8%0.65%$724.7万2.6万股$548.4万2.4万股+1,735股+7.17%加仓
雅培ABT
0.79%0.88%$718.1万5.4万股$736.6万5.4万股-550股-1.02%减仓
GSK SPONSORED ADRGSK
0.75%0.62%$682.6万15.8万股$517.4万13.5万股+2.3万股+17.37%加仓
SYSCO COMSYY
0.73%0.73%$664.2万8.1万股$613.8万8.1万股-375股-0.46%减仓
AAT&TT
0.71%0.79%$649.7万23.0万股$662.2万22.9万股+1,250股+0.55%加仓
Meta平台META
0.69%0.75%$626.4万8,530股$631.8万8,560股-30股-0.35%减仓
安桥ENB
0.66%0.66%$603.5万12.0万股$554.0万12.2万股-2,825股-2.31%减仓
COMCAST NEW CL ACMCSA
0.65%0.76%$595.5万19.0万股$632.6万17.7万股+1.2万股+6.93%加仓
RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY
0.64%0.67%$579.7万13.9万股$557.8万13.7万股+1,800股+1.32%加仓
星巴克SBUX
0.62%0.76%$569.1万6.7万股$632.9万6.9万股-1,800股-2.61%减仓
GENERAL MILLS COMGIS
0.6%0.66%$544.7万10.8万股$551.5万10.6万股+1,580股+1.48%加仓
PLAINS GP L PPAGP
0.6%0.69%$543.0万29.8万股$576.4万29.7万股+1,000股+0.34%加仓
好市多COST
0.58%0.77%$529.0万5,715股$647.4万6,540股-825股-12.61%减仓
ENTERPRISE PRODS PARTNERS LEPD
0.58%0.62%$526.0万16.8万股$517.7万16.7万股+1,250股+0.75%加仓
WELLS FARGO NEWWFC
0.58%0.67%$524.5万6.3万股$564.6万7.0万股-7,895股-11.20%减仓

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