Von Berge Wealth Management Group, LLC
CIK 1908070 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $178.1M
- 持仓
- 64
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 6851（共 9443） · 前 72.6%
投资组合价值同比（季度）：+14.9% 13F不披露现金
- 前十大持仓权重
- 64.60%
- 前二十五大持仓权重
- 88.27%
- 持仓高于 1%
- 22
- 有效持仓数量
- 19.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 0.82% 估计买入 $3857867 · 卖出 $1372045
- 新仓位
- 4
- 增加
- 35
- 减少
- 16
- 已结清
- 3
本页内容
行业细分
Technology
3.6%
Communication Services
2.3%
Consumer Discretionary
1.3%
Retail
1.2%
Industrials
0.8%
Energy
0.6%
Materials
0.5%
Financials
0.4%
Consumer products
0.1%
Financial Services
0.1%
Utilities
0.1%
其他/未映射
88.8%
完整投资组合 64 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VO | $18203630 | 10.22% | 63667 | $2273606 | 上涨 ×1 | ||
| MGK | $16430993 | 9.23% | 43967 | $2867885 | 上涨 ×2 | ||
| MGV | $15913455 | 8.94% | 120420 | $1551336 | 上涨 ×2 | ||
| VB | $11836780 | 6.65% | 48351 | $1674205 | 上涨 ×2 | ||
| FNDF | $10958072 | 6.15% | 269770 | $1035711 | 上涨 ×1 | ||
| VTV | $10592147 | 5.95% | 59217 | $948366 | 上涨 ×2 | ||
| VEA | $10410680 | 5.85% | 181751 | $1102904 | 上涨 ×2 | ||
| VUG | $10345157 | 5.81% | 23129 | $1739929 | 下跌 ×2 | ||
| SCHG | $5324889 | 2.99% | 179350 | $743161 | 下跌 ×1 | ||
| VTI | $5012338 | 2.81% | 16179 | $724229 | 上涨 ×2 | ||
| VIG | $4697279 | 2.64% | 22697 | $819491 | 上涨 ×2 | ||
| VWO | $4404198 | 2.47% | 86765 | $432911 | 下跌 ×2 | ||
| SCHV | $4318081 | 2.42% | 153341 | $392750 | 上涨 ×2 | ||
| SCHF | $3849639 | 2.16% | 173485 | $321586 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3838699 | 2.16% | 5446 | $775053 | 下跌 ×1 | ||
| SCHM | $3376049 | 1.90% | 116818 | $415411 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2255691 | 1.27% | 6792 | $505296 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2243172 | 1.26% | 32128 | $413209 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2215977 | 1.24% | 10336 | $-26779 | 下跌 ×2 | ||
| VOO | $2095242 | 1.18% | 3625 | $332475 | 上涨 ×2 | ||
| SCHA | $2040336 | 1.15% | 77875 | $266942 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1927134 | 1.08% | 3814 | $450180 | 上涨 ×1 | ||
| CGMS | $1755809 | 0.99% | 63478 | $565616 | 上涨 ×2 | ||
| VOOG | $1576459 | 0.89% | 3903 | $328901 | 上涨 ×1 | ||
| SCHE | $1559394 | 0.88% | 50336 | $178553 | 上涨 ×1 | ||
| SPY SPY | $1449642 | 0.81% | 2305 | $189642 | |||
| VTEB | $1360545 | 0.76% | 27995 | $-1562 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1331229 | 0.75% | 7970 | $482982 | |||
| VOOV | $1249621 | 0.70% | 6508 | $135038 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1104920 | 0.62% | 10180 | $-217657 | 下跌 ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1008231 | 0.57% | 6382 | $66227 | 下跌 ×1 | ||
| NUE Nucor Corporation Common Stock | $933667 | 0.52% | 6494 | $184954 | |||
| BRKB | $880237 | 0.49% | 1841 | $-100107 | 下跌 ×1 | ||
| IWF | $822016 | 0.46% | 1900 | $113698 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $790329 | 0.44% | 839 | $-27962 | |||
| FNDE | $750524 | 0.42% | 22055 | $99846 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $687168 | 0.39% | 1224 | $70573 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $663450 | 0.37% | 1788 | $-24175 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $618718 | 0.35% | 2720 | $107785 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $504046 | 0.28% | 1730 | $82935 | 上涨 ×2 | ||
| VOT | $428001 | 0.24% | 1489 | $54772 | 下跌 ×2 | ||
| GLW Corning Incorporated Common Stock | $419146 | 0.24% | 7759 | $78925 | 上涨 ×2 | ||
| MGC | $403409 | 0.23% | 1765 | $56457 | 上涨 ×2 | ||
| DFAC | $355125 | 0.20% | 9687 | $63312 | 上涨 ×2 | ||
| VOE | $315535 | 0.18% | 1865 | $22486 | 下跌 ×1 | ||
| IWR | $313467 | 0.18% | 3317 | $36979 | 上涨 ×2 | ||
| VYM | $289968 | 0.16% | 2141 | $27334 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $281507 | 0.16% | 1228 | $16934 | |||
| TDG Transdigm Group Incorporated Common Stock | $274936 | 0.15% | 175 | $35532 | |||
| BA Boeing Company (The) Common Stock | $267570 | 0.15% | 1171 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $261783 | 0.15% | 1654 | $-1581 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $260889 | 0.15% | 467 | $11166 | 上涨 ×2 | ||
| SRE DBA Sempra Common Stock | $260120 | 0.15% | 3260 | $17616 | 上涨 ×2 | ||
| IWM | $257970 | 0.14% | 1155 | $33869 | |||
| VBK | $255507 | 0.14% | 902 | $33361 | 上涨 ×1 | ||
| IWP | $252000 | 0.14% | 1800 | $37296 | |||
| BAC Bank of America Corporation Common Stock | $238515 | 0.13% | 4993 | ||||
| IJH | $237023 | 0.13% | 3710 | $26711 | 上涨 ×2 | ||
| EFA | $236877 | 0.13% | 2652 | $14745 | |||
| PCEF | $234920 | 0.13% | 12035 | $19519 | 上涨 ×1 | ||
| VBR | $233611 | 0.13% | 1153 | $26753 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $228766 | 0.13% | 1191 | ||||
| VNQ | $214799 | 0.12% | 2338 | $11779 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $208595 | 0.12% | 500 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| MGK | 增持 | +28 | +$2.9M |
| VO | 增持 | +963 | +$2.3M |
| VUG | 削减 | -71 | +$1.7M |
| VB | 增持 | +1K | +$1.7M |
| MGV | 增持 | +3K | +$1.6M |
| VEA | 增持 | +4K | +$1.1M |
| FNDF | 增持 | +944 | +$1.0M |
| VTV | 增持 | +798 | +$948K |
| VIG | 增持 | +2K | +$819K |
| META | 削减 | -300 | +$775K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。