Berman McAleer LLC 13F 持仓 · 2026年Q2
Berman McAleer 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 175 只证券，申报市值合计 8.64 亿美元。前几大持仓：PRF（9.75%）、AGOX（8.94%）、DFAI（8.71%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | $84.2M | 9.75% | 1.6M | 减持 |
| 2 | AGOX | STARBOARD INVT TR | $77.2M | 8.94% | 2.2M | 减持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $75.2M | 8.71% | 1.8M | 减持 |
| 4 | VOE | VANGUARD INDEX FDS | $60.2M | 6.97% | 304,687 | 减持 |
| 5 | IJR | ISHARES TR | $59.6M | 6.90% | 401,722 | 减持 |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | $45.1M | 5.22% | 457,566 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $44.5M | 5.15% | 204,256 | 减持 |
| 8 | FNDX | SCHWAB STRATEGIC TR | $30.7M | 3.55% | 985,797 | 减持 |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | $30.1M | 3.49% | 402,028 | 增持 |
| 10 | FENI | FIDELITY COVINGTON TRUST | $27.2M | 3.14% | 676,597 | 增持 |
| 11 | VXUS | VANGUARD STAR FDS | $17.2M | 2.00% | 201,747 | 减持 |
| 12 | IWD | ISHARES TR | $16.4M | 1.89% | 67,488 | 减持 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $16.3M | 1.89% | 76,633 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $16.2M | 1.88% | 43,895 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $14.9M | 1.73% | 19,986 | 减持 |
| 16 | IEFA | ISHARES TR | $14.7M | 1.71% | 152,617 | 减持 |
| 17 | FLRG | FIDELITY COVINGTON TRUST | $13.6M | 1.57% | 331,532 | 增持 |
| 18 | VIOO | VANGUARD ADMIRAL FDS INC | $12.7M | 1.47% | 92,161 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $12.5M | 1.45% | 41,181 | 减持 |
| 20 | DFIS | DIMENSIONAL ETF TRUST | $11.6M | 1.34% | 330,048 | 增持 |
| 21 | AAPL | APPLE INC | $9.8M | 1.14% | 33,965 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $9.5M | 1.10% | 13,893 | 减持 |
| 23 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $8.9M | 1.04% | 175,261 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $7.6M | 0.88% | 29,864 | 减持 |
| 25 | AHRT | AH RLTY TR INC | $7.2M | 0.84% | 1.0M | 持平 |
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