Ackerman Asset Management, LLC
Nilai portofolio QoQ: +16.3% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,44% Perkiraan pembelian $3.524.149 · penjualan $677.060
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 90,5% masih dipegang
Rincian sektor
Portofolio lengkap 38 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $61.054.383 | 36,63% | 81.527 | $7.772.368 | Turun ×4 | ||
| OEF | $32.122.288 | 19,27% | 87.797 | $4.267.626 | Naik ×1 | ||
| SPY | $11.377.283 | 6,83% | 15.235 | $1.395.003 | Turun ×1 | ||
| JPST | $9.937.561 | 5,96% | 196.511 | $2.570.567 | Naik ×3 | ||
| IWB | $8.753.062 | 5,25% | 21.375 | $1.099.502 | Turun ×2 | ||
| QQQ | $8.375.077 | 5,03% | 11.373 | $1.811.386 | Naik ×1 | ||
| AAPL | $7.780.601 | 4,67% | 26.889 | $956.442 | |||
| IWM | $6.443.451 | 3,87% | 21.446 | $1.305.883 | Naik ×1 | ||
| XLG | $4.834.170 | 2,90% | 78.951 | $424.621 | Turun ×1 | ||
| SGOV | $2.791.176 | 1,67% | 27.726 | $-80.352 | Turun ×3 | ||
| XLK | $1.903.676 | 1,14% | 9.992 | $575.739 | |||
| ICSH | $1.035.271 | 0,62% | 20.468 | $-216.157 | Turun ×1 | ||
| CBNK | $933.349 | 0,56% | 26.576 | $121.090 | Turun ×2 | ||
| ITA | $867.621 | 0,52% | 3.579 | $84.715 | |||
| VOO | $732.826 | 0,44% | 1.067 | $52.814 | Turun ×2 | ||
| IWV | $538.543 | 0,32% | 1.263 | $38.125 | Turun ×1 | ||
| IZRL | $526.290 | 0,32% | 17.325 | $59.901 | |||
| V | $480.326 | 0,29% | 1.400 | $57.190 | |||
| BRK-B | $450.351 | 0,27% | 900 | $19.071 | |||
| ISRA | $441.146 | 0,26% | 6.801 | $29.934 | |||
| MAR | $433.220 | 0,26% | 1.169 | $50.875 | |||
| MSFT | $423.751 | 0,25% | 1.136 | $21.746 | Naik ×2 | ||
| AXON | $381.215 | 0,23% | 680 | $92.426 | |||
| HD | $370.667 | 0,22% | 1.051 | $25.004 | |||
| GOOG | $353.330 | 0,21% | 1.000 | $66.470 | |||
| AMZN | $323.427 | 0,19% | 1.357 | $40.805 | |||
| EWN | $314.420 | 0,19% | 4.470 | $57.350 | |||
| EWG | $291.286 | 0,17% | 7.041 | $11.970 | |||
| LLY | $286.664 | 0,17% | 239 | $66.839 | |||
| WCN | $275.038 | 0,17% | 1.650 | $7.012 | |||
| FLGB | $271.486 | 0,16% | 7.693 | $4.077 | |||
| VTI | $262.358 | 0,16% | 709 | $34.904 | |||
| MCO | $253.182 | 0,15% | 559 | $9.318 | |||
| BMNR | $227.747 | 0,14% | 17.111 | $-86.656 | Naik ×1 | ||
| WTM | $207.339 | 0,12% | 100 | $-12.357 | |||
| VMC | $206.507 | 0,12% | 700 | Naik ×1 | |||
| JNJ | $203.176 | 0,12% | 800 | Naik ×1 | |||
| EIS | $201.586 | 0,12% | 1.670 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| JPST | $9.937.561 | 5,96% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -43 | +$7.8M |
| OEF | Beli lebih banyak | +223 | +$4.3M |
| JPST | Beli lebih banyak | +51K | +$2.6M |
| QQQ | Beli lebih banyak | +1 | +$1.8M |
| SPY | Dipangkas | -114 | +$1.4M |
| IWM | Beli lebih banyak | +730 | +$1.3M |
| IWB | Dipangkas | -90 | +$1.1M |
| AAPL | Hanya pergerakan harga | +0 | +$956K |
| XLK | Hanya pergerakan harga | +0 | +$576K |
| XLG | Dipangkas | -2K | +$425K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.