13F 机构持仓

Battery Global Advisors, LLC

BOSTON MA · SEC CIK 0001582272

2026Q22026Q1 更早 9 个季度 🔒
$1.86亿2026Q1 申报市值
154持仓数
84.5%前十大占比 · 第一大 30.3%
4 / 84新建仓 / 清仓
申报市值走势$2.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 30.3%
VEA 9.6%
INTU 9.5%
VOO 9.4%
PAYO 7.5%
VWO 4.9%
IAU 4.8%
SPDW 3.7%
VUG 2.9%
RSP 2.0%

2026Q1 买入最多 按季末市值估算

VTI 加仓+$5,623.73万
VEA 加仓+$1,757.05万
INTU 加仓+$1,711.31万
VOO 加仓+$1,457.42万
IAU 加仓+$884.07万

2026Q1 卖出最多 按季末市值估算

VOOG 减仓-$1.48亿
VUG 减仓-$9,705.40万
ISRG 清仓-$2,712.99万
VT 减仓-$2,554.31万
ACWI 减仓-$1,479.66万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VLTO Veralto Corp $2,4090.00%27 00.0% — 不变
CARR Carrier Global Corporation $2,4780.00%44 00.0% — 不变
SE Sea Limited Ads Each $2,9810.00%36 00.0% — 不变
— Net Lease Office $3,6310.00%245 00.0% — 不变
PLD Prologis Inc Com $3,8230.00%29 00.0% — 不变
NKE Nike $3,9270.00%74 22.8% $106 加仓
— Tilray Brands Inc $3,9730.00%614 614— $3,973 新建仓
AON Aon PLC CMN $4,9100.00%15 00.0% — 不变
MELI Mercadolibre $5,1870.00%3 00.0% — 不变
VTRS Viatris Inc $5,2150.00%386 00.0% — 不变
EIS iShares MSCI Israel ETF $6,4980.00%56 -3,448-98.4% -$40.01万 减仓
ADBE Adobe $7,2920.00%30 00.0% — 不变
AWK American Water Works $7,4120.00%54 00.0% — 不变
APTV Aptiv PLC New $7,7080.00%111 00.0% — 不变
FXI iShares China Largecap $7,7570.00%216 00.0% — 不变
RTX Raytheon Technologies $8,4880.00%44 37528.6% $7,138 加仓
NOW ServiceNow $9,4100.01%90 -3,940-97.8% -$41.19万 减仓
CXT Crane HLDGS Co Com $9,7010.01%239 00.0% — 不变
FITB Fifth Third Bancorp $1.12万0.01%239 9161.5% $4,264 加仓
APD Air Products & Chemicals $1.15万0.01%40 12.6% $288 加仓
ZTS Zoetis Inc Com $1.16万0.01%98 00.0% — 不变
MSCI MSCI Inc. CMN $1.16万0.01%22 -1,060-98.0% -$55.91万 减仓
AMT American Tower $1.30万0.01%75 00.0% — 不变
AEE Ameren Corp $1.40万0.01%127 00.0% — 不变
SPGI S&P Global Inc Com $1.55万0.01%37 12.8% $420 加仓
DHR Danaher $1.59万0.01%84 -394-82.4% -$7.47万 减仓
BAX Baxter Intl Inc $1.61万0.01%957 00.0% — 不变
UNH Unitedhealth Group $1.61万0.01%60 54900.0% $1.45万 加仓
DOW Dow $1.70万0.01%408 4038,060.0% $1.68万 加仓
UNP Union Pacific $1.70万0.01%70 49233.3% $1.19万 加仓
TMO Thermo Fisher $1.73万0.01%35 00.0% — 不变
— DuPont De Nemours Inc $1.87万0.01%408 3902,166.7% $1.79万 加仓
HUM Humana Inc $2.07万0.01%119 1152,875.0% $2.00万 加仓
Q Qnity Electronics Inc $2.35万0.01%204 00.0% — 不变
— Warner Bros Discovery Inc $2.38万0.01%868 00.0% — 不变
IEFA iShares Core MSCI EAFE ETF $2.39万0.01%264 12387.2% $1.11万 加仓
IQV Iqvia Holdings Inc CMN $2.40万0.01%141 -12,619-98.9% -$215.20万 减仓
VMC Vulcan Materials Co CMN $2.49万0.01%91 -2-2.2% -$547 减仓
NVDA Nvidia $2.62万0.01%150 120400.0% $2.09万 加仓
CMCSA Comcast $2.75万0.01%957 -278-22.5% -$7,981 减仓
SCHW Schwab Charles Corp $2.84万0.02%303 -71-19.0% -$6,666 减仓
RF Regions Financial $3.16万0.02%1,197 1,086978.4% $2.87万 加仓
LUV Southwest Airlns Co $3.16万0.02%837 00.0% — 不变
AYI Acuity Brands $3.33万0.02%119 00.0% — 不变
NTRS Northern Trust $3.35万0.02%239 166227.4% $2.33万 加仓
CTVA Corteva Inc $3.42万0.02%408 -1,577-79.4% -$13.20万 减仓
CVS CVS Health $3.43万0.02%478 4674,245.5% $3.35万 加仓
HLT Hilton Worldwide $3.71万0.02%122 -476-79.6% -$14.47万 减仓
BAC Bank of America $3.73万0.02%765 -2,352-75.5% -$11.46万 减仓
DINO HF Sinclair Corp Com $3.73万0.02%598 5772,747.6% $3.60万 加仓
CTAS Cintas Corp $3.99万0.02%236 -1,440-85.9% -$24.34万 减仓
DCI Donaldson $4.06万0.02%478 -500-51.1% -$4.24万 减仓
CR Crane Co New Com $4.09万0.02%239 -169-41.4% -$2.89万 减仓
AGCO Agco Corporation $4.15万0.02%358 00.0% — 不变
ETN Eaton Corp $4.24万0.02%119 -168-58.5% -$5.99万 减仓
WMT Walmart $4.45万0.02%357 -132-27.0% -$1.64万 减仓
CHD Church & Dwight Co Inc $4.46万0.02%478 00.0% — 不变
APH Amphenol Corp CL-A (new) CMN Class A $4.75万0.03%375 00.0% — 不变
VZ Verizon Communications $4.80万0.03%957 00.0% — 不变
XCEM Columbia ETF TR II Columbia Em Core Ex China ETF $5.04万0.03%1,235 27829.0% $1.13万 加仓
AME Ametek $5.12万0.03%239 00.0% — 不变
TXN Texas Instruments $5.25万0.03%270 10.4% $194 加仓
INTC Intel $5.28万0.03%1,197 1,19329,825.0% $5.26万 加仓
AMP Ameriprise Financial $5.29万0.03%119 -2-1.7% -$889 减仓
V Visa $5.31万0.03%176 10.6% $302 加仓
C Citigroup Inc $5.35万0.03%472 -1,223-72.2% -$13.86万 减仓
PEP PepsiCo $5.86万0.03%377 41.1% $622 加仓
STLD Steel Dynamics Inc $6.46万0.03%358 00.0% — 不变
PSX Phillips 66 Com $6.52万0.04%358 00.0% — 不变
META Facebook $7.20万0.04%126 86215.0% $4.91万 加仓
TRV Travelers Companies $7.29万0.04%250 -4-1.6% -$1,167 减仓
AFL Aflac Inc $7.88万0.04%718 -84-10.5% -$9,216 减仓
WFC Wells Fargo & Co $7.96万0.04%1,000 -148-12.9% -$1.18万 减仓
CL Colgate Palmolive $8.16万0.04%957 9172,292.5% $7.82万 加仓
AMGN Amgen $8.55万0.05%243 00.0% — 不变
MRK Merck & Co Inc. $8.70万0.05%718 00.0% — 不变
BMY Bristol Myers Squibb $8.71万0.05%1,436 00.0% — 不变
PFE Pfizer Inc. $8.74万0.05%3,112 00.0% — 不变
UVSP Univest Financial $8.99万0.05%2,623 2,5644,345.8% $8.78万 加仓
T AT&T $10.41万0.06%3,591 00.0% — 不变
SMH Vaneck Semiconductor $10.47万0.06%273 00.0% — 不变
DLTR Dollar Tree Stores $10.48万0.06%957 9384,936.8% $10.27万 加仓
SPHY SPDR Ser TR Portfli (high YLD) $10.72万0.06%4,596 00.0% — 不变
NOC Northrop Grumman $11.08万0.06%162 -77-32.2% -$5.27万 减仓
CSCO Cisco Systems $11.14万0.06%1,436 1,201511.1% $9.32万 加仓
ADI Analog Devices $11.39万0.06%358 -47-11.6% -$1.50万 减仓
EW Edwards Lifesciences $11.48万0.06%1,434 1,3161,115.3% $10.54万 加仓
MIAX Miami Intl HLDGS Inc $12.16万0.07%3,125 3,125— $12.16万 新建仓
AMZN Amazon.com $12.50万0.07%600 -299-33.3% -$6.23万 减仓
KWR Quaker Chemical Corp $14.87万0.08%1,197 00.0% — 不变
HD Home Depot Inc $15.72万0.08%478 356291.8% $11.71万 加仓
FICO Fair Isaac Corp Com $15.80万0.08%148 -1,411-90.5% -$150.63万 减仓
BX Blackstone Group $16.16万0.09%1,406 -15-1.1% -$1,725 减仓
COP ConocoPhillips $16.50万0.09%1,250 1,2316,478.9% $16.25万 加仓
GS Goldman Sachs $19.37万0.10%229 120110.1% $10.15万 加仓
ROK Rockwell Automation $21.46万0.12%598 543987.3% $19.49万 加仓
VRSK Verisk Analytics Inc $23.36万0.13%1,231 00.0% — 不变
JNJ Johnson & Johnson $23.39万0.13%957 9457,875.0% $23.10万 加仓
ACWI iShares MSCI ACWI ETF $24.08万0.13%1,740 -106,912-98.4% -$1,479.66万 减仓
WPC WP Carey Inc $25.18万0.14%3,655 00.0% — 不变