Ackerman Asset Management, LLC
CIK 2067071 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $166.7M
- 持仓
- 38
- 截至
- 2026年6月30日
按 13F 价值排名第 7052（共 9443） · 前 74.7%
投资组合价值同比（季度）：+16.3% 13F不披露现金
- 前十大持仓权重
- 92.08%
- 前二十五大持仓权重
- 98.01%
- 持仓高于 1%
- 11
- 有效持仓数量
- 5.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.44% 估计买入 $3524149 · 卖出 $677060
中位数持有期：6.0 季度 跟踪时间 Q1 2025–Q2 2026 · 90.5% 仍持有
- 新仓位
- 3
- 增加
- 6
- 减少
- 9
- 已结清
- 4
本页内容
行业细分
Technology
5.1%
Financials
0.7%
Industrials
0.5%
Financial Services
0.4%
Retail
0.4%
Consumer Discretionary
0.3%
Healthcare
0.3%
Communication Services
0.2%
其他/未映射
92.1%
完整投资组合 38 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $61054383 | 36.63% | 81527 | $7772368 | 下跌 ×4 | ||
| OEF | $32122288 | 19.27% | 87797 | $4267626 | 上涨 ×1 | ||
| SPY SPY | $11377283 | 6.83% | 15235 | $1395003 | 下跌 ×1 | ||
| JPST | $9937561 | 5.96% | 196511 | $2570567 | 上涨 ×3 | ||
| IWB | $8753062 | 5.25% | 21375 | $1099502 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $8375077 | 5.03% | 11373 | $1811386 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $7780601 | 4.67% | 26889 | $956442 | |||
| IWM | $6443451 | 3.87% | 21446 | $1305883 | 上涨 ×1 | ||
| XLG | $4834170 | 2.90% | 78951 | $424621 | 下跌 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2791176 | 1.67% | 27726 | $-80352 | 下跌 ×3 | ||
| XLK XLK | $1903676 | 1.14% | 9992 | $575739 | |||
| ICSH | $1035271 | 0.62% | 20468 | $-216157 | 下跌 ×1 | ||
| CBNK Capital Bancorp, Inc. - Common Stock | $933349 | 0.56% | 26576 | $121090 | 下跌 ×2 | ||
| ITA ITA | $867621 | 0.52% | 3579 | $84715 | |||
| VOO | $732826 | 0.44% | 1067 | $52814 | 下跌 ×2 | ||
| IWV | $538543 | 0.32% | 1263 | $38125 | 下跌 ×1 | ||
| IZRL | $526290 | 0.32% | 17325 | $59901 | |||
| V Visa Inc. | $480326 | 0.29% | 1400 | $57190 | |||
| BRKB | $450351 | 0.27% | 900 | $19071 | |||
| ISRA | $441146 | 0.26% | 6801 | $29934 | |||
| MAR Marriott International - Class A Common Stock | $433220 | 0.26% | 1169 | $50875 | |||
| MSFT Microsoft Corporation - Common Stock | $423751 | 0.25% | 1136 | $21746 | 上涨 ×2 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $381215 | 0.23% | 680 | $92426 | |||
| HD Home Depot, Inc. (The) Common Stock | $370667 | 0.22% | 1051 | $25004 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $353330 | 0.21% | 1000 | $66470 | |||
| AMZN Amazon.com, Inc. - Common Stock | $323427 | 0.19% | 1357 | $40805 | |||
| EWN | $314420 | 0.19% | 4470 | $57350 | |||
| EWG | $291286 | 0.17% | 7041 | $11970 | |||
| LLY Eli Lilly and Company Common Stock | $286664 | 0.17% | 239 | $66839 | |||
| WCN Waste Connections, Inc. Common Shares | $275038 | 0.17% | 1650 | $7012 | |||
| FLGB | $271486 | 0.16% | 7693 | $4077 | |||
| VTI | $262358 | 0.16% | 709 | $34904 | |||
| MCO Moody's Corporation Common Stock | $253182 | 0.15% | 559 | $9318 | |||
| BMNR BitMine Immersion Technologies, Inc. Common Stock | $227747 | 0.14% | 17111 | $-86656 | 上涨 ×1 | ||
| WTM White Mountains Insurance Group, Ltd. Common Stock | $207339 | 0.12% | 100 | $-12357 | |||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $206507 | 0.12% | 700 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $203176 | 0.12% | 800 | 上涨 ×1 | |||
| EIS | $201586 | 0.12% | 1670 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| JPST | $9937561 | 5.96% | 上涨 ×3 |
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
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。