Beckerman Institutional, LLC

CIK 2043468 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$210.2M
按 13F 价值排名第 6301（共 9443） · 前 66.7%
持仓
124
截至
2026年6月30日

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
本页内容

行业细分

Communication Services
4.9%
Technology
3.1%
Financials
0.8%
Healthcare
0.8%
Financial Services
0.8%
Consumer Staples
0.7%
Retail
0.4%
Communications
0.2%
其他/未映射
88.2%

完整投资组合 124 持仓

类型 连胜 8个季度趋势
BRKB $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 Alphabet Inc. - Class A Common Stock $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 TCW Flexible Income ETF $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 Vanguard 0-3 Month Treasury Bill ETF $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 iShares MSCI Emerging Markets ex China ETF $3953933 1.88% 38650 $1049721 上涨 ×2
GLDM $3840934 1.83% 48362 $-918144 下跌 ×2
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $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 Fidelity Nasdaq Composite Index ETF $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 Apple Inc. - Common Stock $2017505 0.96% 6972 $248011
ITA 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 NVIDIA Corporation - Common Stock $1502507 0.71% 7509 上涨 ×1
AMJB $1443660 0.69% 41857 $49669 上涨 ×2
META Meta Platforms, Inc. - Class A Common Stock $1423953 0.68% 2528 $-8585 上涨 ×2
TY Tri Continental Corporation Common Stock $1378046 0.66% 40036 $114605 上涨 ×1
XSOE $1370983 0.65% 27879 $236606 下跌 ×1
MSFT Microsoft Corporation - Common Stock $1256007 0.60% 3368 $52911 上涨 ×2
JPM JP Morgan Chase & Co. Common Stock $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 Gabelli Global Small and Mid Cap Value Trust (The) Common Shares of Beneficial Interest $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 Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $836529 0.40% 16654 $4662
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest $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 Micron Technology, Inc. - Common Stock $708734 0.34% 614 $501301
MOAT $704224 0.34% 6773 $25393 下跌 ×1
PM Philip Morris International Inc Common Stock $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 Bank of America Corporation Common Stock $613452 0.29% 10767 $83739 下跌 ×1
VIG $613319 0.29% 2592 $55884
RGT Royce Global Trust, Inc. Common Stock $611904 0.29% 43001 $306542 上涨 ×2
AMZN Amazon.com, Inc. - Common Stock $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 Johnson & Johnson Common Stock $557374 0.27% 2195 $20914
PNI Pimco New York Municipal Income Fund II Common Shares of Beneficial Interest $536791 0.26% 75711 $18170
ECAT BlackRock ESG Capital Allocation Term Trust Common Shares of Beneficial Interest $536041 0.26% 34099 $66320 下跌 ×2
CSCO Cisco Systems, Inc. - Common Stock $518000 0.25% 4410 $175828
ABBV AbbVie Inc. Common Stock $510326 0.24% 2028 $73606 上涨 ×1
KO Coca-Cola Company (The) Common Stock $507368 0.24% 6243 $32586
JBND JPMorgan Active Bond ETF $498297 0.24% 9314 $-2347 上涨 ×2
GOOG Alphabet Inc. - Class C Capital Stock $484311 0.23% 1371 $88826 下跌 ×1
PFE Pfizer, Inc. Common Stock $482181 0.23% 20024 $77358 上涨 ×1
IBB 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 Goldman Sachs Group, Inc. (The) Common Stock $450195 0.21% 445 $73613
ICE Intercontinental Exchange Inc. Common Stock $430886 0.21% 3500 $-119594
AMD Advanced Micro Devices, Inc. - Common Stock $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

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
NVDA $1502507 7509 0.71%
AMD $426388 734 0.20%
INCM $225270 7807 0.11%
DELL $222219 515 0.11%
IUSG $212483 1130 0.10%
DVY $205380 1316 0.10%

季度涨幅榜

证券 操作 股份变动 价值变动
GOOGL 削减 -29 +$1.6M
DFAI 增持 +20K +$1.5M
DFAC 增持 +10K +$1.2M
BOND 增持 +12K +$1.1M
BRKB 增持 +791 +$1.1M
EMXC 增持 +2K +$1.0M
GLDM 削减 -3K -$918K
VO 增持 +42K +$808K
VBIL 增持 +10K +$764K
DFAE 增持 +4K +$587K

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。

证券季度 先前持股数 先前价值 退出后价格
PLTR 2026年3月31日 1349 $239849 19.4%
FDX 2026年6月30日 615 $219054 4.0%
T 2026年6月30日 7298 $211570 22.0%
NFLX 2026年6月30日 2180 $209609 13.0%