Beckerman Institutional, LLC
投资组合价值同比（季度）：+11.7% 13F不披露现金
前十大持仓权重39.63%
前二十五大持仓权重63.86%
持仓高于 1%27
有效持仓数量39.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.82% 估计买入 $14601887 · 卖出 $1623696
新仓位6
增加40
减少33
已结清3
投资组合价值
$210.2M
持仓
124
截至
2026年6月30日 数据截至 Q2 2026
行业细分
完整投资组合 124 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BRK-B | $17096001 | 8.13% | 34166 | $1103028 | 上涨 ×2 | ||
| DFAI | $12952159 | 6.16% | 313991 | $1479591 | 上涨 ×2 | ||
| DBND | $10739144 | 5.11% | 235558 | $557797 | 上涨 ×2 | ||
| GOOGL | $8285464 | 3.94% | 23183 | $1610191 | 下跌 ×1 | ||
| IDEV | $8140680 | 3.87% | 91459 | $453467 | 下跌 ×1 | ||
| DFAC | $6240210 | 2.97% | 140672 | $1179863 | 上涨 ×2 | ||
| FLXR | $5727315 | 2.73% | 146067 | $301024 | 上涨 ×2 | ||
| LDUR | $5114614 | 2.43% | 53496 | $-46777 | 下跌 ×2 | ||
| SCHD | $4628573 | 2.20% | 145966 | $308825 | 上涨 ×2 | ||
| VBIL | $4361815 | 2.08% | 57635 | $763518 | 上涨 ×2 | ||
| VO | $4356429 | 2.07% | 54070 | $807950 | 上涨 ×2 | ||
| DFIV | $4342662 | 2.07% | 80389 | $311967 | 上涨 ×2 | ||
| DGS | $4089398 | 1.95% | 63195 | $186882 | 下跌 ×2 | ||
| EMXC | $3953933 | 1.88% | 38650 | $1049721 | 上涨 ×2 | ||
| GLDM | $3840934 | 1.83% | 48362 | $-918144 | 下跌 ×2 | ||
| BOND | $3778031 | 1.80% | 40972 | $1112611 | 上涨 ×2 | ||
| DFAT | $3312338 | 1.58% | 47386 | $431439 | 上涨 ×2 | ||
| MTBA | $3222431 | 1.53% | 65670 | $13960 | 上涨 ×2 | ||
| SCHO | $3155054 | 1.50% | 130698 | $-38252 | 下跌 ×1 | ||
| JPIE | $2970068 | 1.41% | 64496 | $176645 | 上涨 ×2 | ||
| STIP | $2886005 | 1.37% | 28251 | $23768 | 上涨 ×2 | ||
| DFAE | $2874621 | 1.37% | 71491 | $586774 | 上涨 ×2 | ||
| FHLC | $2775641 | 1.32% | 35930 | $358268 | 上涨 ×2 | ||
| BINC | $2685146 | 1.28% | 51301 | $157642 | 上涨 ×2 | ||
| SCHC | $2673681 | 1.27% | 55563 | $302335 | 上涨 ×2 | ||
| ONEQ | $2448609 | 1.17% | 23722 | $424811 | 下跌 ×1 | ||
| FREL | $2259589 | 1.08% | 77119 | $372987 | 上涨 ×2 | ||
| DGRO | $2026375 | 0.96% | 26736 | $147380 | 下跌 ×1 | ||
| AAPL | $2017505 | 0.96% | 6972 | $248011 | |||
| ITA | $1997919 | 0.95% | 8241 | $152639 | 下跌 ×2 | ||
| BCV | $1894353 | 0.90% | 72888 | $302144 | 下跌 ×1 | ||
| DFAU | $1733495 | 0.82% | 33537 | $225384 | 上涨 ×1 | ||
| PULS | $1700262 | 0.81% | 34314 | $1717 | |||
| IJR | $1663403 | 0.79% | 11215 | $269181 | |||
| IEFA | $1622172 | 0.77% | 16796 | $58708 | 下跌 ×1 | ||
| FCOM | $1537034 | 0.73% | 22122 | $26335 | 下跌 ×2 | ||
| SPSM | $1510212 | 0.72% | 26187 | $524580 | 上涨 ×2 | ||
| NVDA | $1502507 | 0.71% | 7509 | 上涨 ×1 | |||
| AMJB | $1443660 | 0.69% | 41857 | $49669 | 上涨 ×2 | ||
| META | $1423953 | 0.68% | 2528 | $-8585 | 上涨 ×2 | ||
| TY | $1378046 | 0.66% | 40036 | $114605 | 上涨 ×1 | ||
| XSOE | $1370983 | 0.65% | 27879 | $236606 | 下跌 ×1 | ||
| MSFT | $1256007 | 0.60% | 3368 | $52911 | 上涨 ×2 | ||
| JPM | $1113144 | 0.53% | 3400 | $112802 | |||
| CGNG | $1090125 | 0.52% | 29101 | $448591 | 上涨 ×2 | ||
| VTI | $1081433 | 0.51% | 2922 | $143872 | |||
| SPYM | $1050869 | 0.50% | 11958 | $135603 | |||
| VEA | $1050727 | 0.50% | 14748 | $105740 | |||
| SLYV | $1043521 | 0.50% | 9564 | $138962 | |||
| JEPI | $1035526 | 0.49% | 18335 | $-6035 | 下跌 ×2 | ||
| MUNI | $964999 | 0.46% | 18346 | $183662 | 上涨 ×2 | ||
| GGZ | $933182 | 0.44% | 57321 | $69094 | 下跌 ×2 | ||
| ITOT | $925828 | 0.44% | 5636 | $100018 | 下跌 ×1 | ||
| VOO | $873505 | 0.42% | 1272 | $114718 | 上涨 ×1 | ||
| VTIP | $836529 | 0.40% | 16654 | $4662 | |||
| NFJ | $834614 | 0.40% | 54945 | $135652 | 下跌 ×2 | ||
| IVV | $820742 | 0.39% | 1096 | $164395 | 上涨 ×2 | ||
| PYLD | $804879 | 0.38% | 30350 | $9707 | |||
| VSS | $792894 | 0.38% | 5139 | $43677 | |||
| ITB | $742938 | 0.35% | 7111 | $54145 | 下跌 ×1 | ||
| VGT | $738414 | 0.35% | 6178 | $199643 | 上涨 ×1 | ||
| PDN | $735680 | 0.35% | 16354 | $-16552 | 下跌 ×1 | ||
| VBR | $734559 | 0.35% | 3024 | $77810 | |||
| MINO | $717380 | 0.34% | 15677 | $4281 | 下跌 ×1 | ||
| MU | $708734 | 0.34% | 614 | $501301 | |||
| MOAT | $704224 | 0.34% | 6773 | $25393 | 下跌 ×1 | ||
| PM | $689087 | 0.33% | 3809 | $59307 | |||
| LONZ | $683436 | 0.33% | 13860 | $-963 | |||
| VOX | $681902 | 0.32% | 3707 | $15235 | |||
| VV | $673032 | 0.32% | 1957 | $88183 | |||
| TOTL | $639209 | 0.30% | 16195 | $-5442 | 下跌 ×2 | ||
| IAU | $636654 | 0.30% | 8431 | $-125006 | 下跌 ×2 | ||
| IJS | $624419 | 0.30% | 4568 | $83285 | |||
| BAC | $613452 | 0.29% | 10767 | $83739 | 下跌 ×1 | ||
| VIG | $613319 | 0.29% | 2592 | $55884 | |||
| RGT | $611904 | 0.29% | 43001 | $306542 | 上涨 ×2 | ||
| AMZN | $602004 | 0.29% | 2526 | $75949 | |||
| GSIE | $571251 | 0.27% | 12500 | $32127 | |||
| FLGB | $569411 | 0.27% | 16135 | $8556 | |||
| IEMG | $558176 | 0.27% | 6739 | $160085 | 上涨 ×2 | ||
| JNJ | $557374 | 0.27% | 2195 | $20914 | |||
| PNI | $536791 | 0.26% | 75711 | $18170 | |||
| ECAT | $536041 | 0.26% | 34099 | $66320 | 下跌 ×2 | ||
| CSCO | $518000 | 0.25% | 4410 | $175828 | |||
| ABBV | $510326 | 0.24% | 2028 | $73606 | 上涨 ×1 | ||
| KO | $507368 | 0.24% | 6243 | $32586 | |||
| JBND | $498297 | 0.24% | 9314 | $-2347 | 上涨 ×2 | ||
| GOOG | $484311 | 0.23% | 1371 | $88826 | 下跌 ×1 | ||
| PFE | $482181 | 0.23% | 20024 | $77358 | 上涨 ×1 | ||
| IBB | $480802 | 0.23% | 2528 | $53944 | |||
| VOE | $471869 | 0.22% | 2390 | $31806 | |||
| GLD | $460474 | 0.22% | 1251 | $-77390 | |||
| PRF | $455203 | 0.22% | 8425 | $-21784 | 下跌 ×1 | ||
| GS | $450195 | 0.21% | 445 | $73613 | |||
| ICE | $430886 | 0.21% | 3500 | $-119594 | |||
| AMD | $426388 | 0.20% | 734 | 上涨 ×1 | |||
| DFNM | $420418 | 0.20% | 8698 | $-35156 | 下跌 ×1 | ||
| FNCL | $414456 | 0.20% | 5413 | $34428 | |||
| IAUM | $413791 | 0.20% | 10342 | $-55220 | 上涨 ×2 | ||
| SPMD | $410832 | 0.20% | 6081 | $50715 | |||
| 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
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。