Berger Financial Group, Inc 13F 持仓 · 2026年Q2
Berger Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 476 只证券，申报市值合计 19.59 亿美元。前几大持仓：SCHD（5.19%）、SCHG（4.91%）、VUG（4.86%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $101.6M | 5.19% | 3.2M | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $96.2M | 4.91% | 2.8M | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $95.3M | 4.86% | 1.1M | 增持 |
| 4 | PJFG | PGIM ETF TR | $81.5M | 4.16% | 702,506 | 减持 |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $76.6M | 3.91% | 1.4M | 减持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $68.5M | 3.50% | 2.3M | 减持 |
| 7 | LMBS | FIRST TR EXCHANGE-TRADED FD | $56.7M | 2.90% | 1.1M | 增持 |
| 8 | AAPL | APPLE INC | $44.2M | 2.26% | 152,260 | 减持 |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | $43.8M | 2.24% | 934,157 | 增持 |
| 10 | RAAX | VANECK ETF TRUST | $37.9M | 1.94% | 955,885 | 增持 |
| 11 | HTRB | HARTFORD FDS EXCHANGE TRADED | $33.0M | 1.69% | 978,480 | 增持 |
| 12 | PYLD | PIMCO ETF TR | $30.3M | 1.55% | 1.1M | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $28.3M | 1.45% | 141,469 | 增持 |
| 14 | CHRW | C H ROBINSON WORLDWIDE IN | $25.7M | 1.31% | 136,255 | 减持 |
| 15 | FBT | FIRST TR EXCHANGE-TRADED FD | $25.4M | 1.30% | 102,351 | 减持 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $25.1M | 1.28% | 623,436 | 增持 |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $24.6M | 1.26% | 596,873 | 增持 |
| 18 | BOND | PIMCO ETF TR | $22.1M | 1.13% | 239,458 | 减持 |
| 19 | AVMC | AMERICAN CENTY ETF TR | $21.6M | 1.10% | 269,524 | 增持 |
| 20 | AMZN | AMAZON COM INC | $19.1M | 0.98% | 80,239 | 减持 |
| 21 | GOOGL | ALPHABET INC | $18.3M | 0.93% | 51,162 | 减持 |
| 22 | VOO | VANGUARD INDEX FDS | $18.1M | 0.92% | 24,165 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $17.8M | 0.91% | 81,743 | 减持 |
| 24 | AVEM | AMERICAN CENTY ETF TR | $17.1M | 0.87% | 177,096 | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $16.6M | 0.85% | 22,190 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR