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
VTI Vanguard Total US Stock Market ETF $5,635.63万30.27%175,669 175,29847,250.1% $5,623.73万 加仓
VEA Vanguard FTSE Developed Markets ETF $1,781.21万9.57%277,967 274,1977,273.1% $1,757.05万 加仓
INTU Intuit Com $1,770.84万9.51%40,956 39,5792,874.3% $1,711.31万 加仓
VOO Vanguard S&P 500 ETF $1,749.03万9.39%29,270 24,390499.8% $1,457.42万 加仓
PAYO Payoneer Global Inc $1,396.34万7.50%2,890,975 00.0% — 不变
VWO Vanguard FTSE Emerging Markets ETF $904.82万4.86%167,405 162,8603,583.3% $880.26万 加仓
IAU iShares Gold Trust $888.69万4.77%100,804 100,28019,137.4% $884.07万 加仓
SPDW SPDR Developed World Ex-US ETF $696.42万3.74%152,557 00.0% — 不变
VUG Vanguard Growth Index Fund ETF $534.65万2.87%12,241 -222,207-94.8% -$9,705.40万 减仓
RSP Invesco Exchange (traded FD TR S&P500 Eql WGT) $378.92万2.04%19,744 19,733179,390.9% $378.71万 加仓
TPYP Tortoise North American Pipeline Fund $289.69万1.56%68,388 00.0% — 不变
AAPL Apple $168.84万0.91%6,653 -595-8.2% -$15.10万 减仓
MSFT Microsoft $145.89万0.78%3,941 3,92423,082.4% $145.26万 加仓
VV Vanguard Large-Cap (index Fund) $145.83万0.78%4,880 -7,361-60.1% -$219.97万 减仓
GOOGL Alphabet (Google) Class A $120.78万0.65%4,200 -275-6.1% -$7.91万 减仓
VTV Vanguard Value Index Fund ETF $119.94万0.64%6,113 2,43366.1% $47.74万 加仓
GOOG Alphabet (Google) Class C $119.87万0.64%4,179 -231-5.2% -$6.63万 减仓
— KraneShares California Carbon Allowance ETF $114.18万0.61%77,045 77,037962,962.5% $114.17万 加仓
VBK Vanguard Small-Cap Growth ETF $111.23万0.60%3,680 -25,590-87.4% -$773.46万 减仓
SPEM SPDR Emerging Markets ETF $104.87万0.56%22,356 00.0% — 不变
VBR Vanguard Small-Cap Value ETF $98.74万0.53%4,545 3,387292.5% $73.58万 加仓
CRWD Crowdstrike $82.30万0.44%2,108 1,869782.0% $72.97万 加仓
SPY SPDR S&P 500 ETF $79.25万0.43%1,218 1,000458.7% $65.07万 加仓
ATMP Barclays Select MLP ETN $64.28万0.35%18,680 -6,045-24.4% -$20.80万 减仓
VT Vanguard Total World Stock Index ETF $52.15万0.28%3,770 -184,667-98.0% -$2,554.31万 减仓
JPM JPMorgan Chase & Co $50.54万0.27%1,718 1,6552,627.0% $48.69万 加仓
EQIX Equinix Inc. $47.23万0.25%482 4501,406.2% $44.09万 加仓
VOOG Vanguard S&P 500 Growth ETF $47.21万0.25%1,158 -363,964-99.7% -$1.48亿 减仓
CI CIGNA $44.71万0.24%1,676 1,6465,486.7% $43.91万 加仓
DLR Digital Realty Trust $40.68万0.22%2,257 2,1973,661.7% $39.59万 加仓
BNY Bank New York $36.92万0.20%3,112 2,244258.5% $26.62万 加仓
MSGK MSG Networks $34.78万0.19%1,082 1,08054,000.0% $34.71万 加仓
IVV iShares Core S&P 500 ETF $34.25万0.18%524 26098.5% $16.99万 加仓
SRAD Sportradar Group AG $29.80万0.16%17,800 00.0% — 不变
EMXC iShares MSCI EM-ex China ETF $27.56万0.15%3,504 3,47010,205.9% $27.30万 加仓
— Exxon Mobil $26.47万0.14%1,560 1,55015,500.0% $26.30万 加仓
GLW Corning Inc $26.04万0.14%1,915 1,91147,775.0% $25.98万 加仓
VGT Vanguard Sector $25.89万0.14%371 -5,742-93.9% -$400.63万 减仓
WPC WP Carey Inc $25.18万0.14%3,655 00.0% — 不变
ACWI iShares MSCI ACWI ETF $24.08万0.13%1,740 -106,912-98.4% -$1,479.66万 减仓
JNJ Johnson & Johnson $23.39万0.13%957 9457,875.0% $23.10万 加仓
VRSK Verisk Analytics Inc $23.36万0.13%1,231 00.0% — 不变
ROK Rockwell Automation $21.46万0.12%598 543987.3% $19.49万 加仓
GS Goldman Sachs $19.37万0.10%229 120110.1% $10.15万 加仓
COP ConocoPhillips $16.50万0.09%1,250 1,2316,478.9% $16.25万 加仓
BX Blackstone Group $16.16万0.09%1,406 -15-1.1% -$1,725 减仓
FICO Fair Isaac Corp Com $15.80万0.08%148 -1,411-90.5% -$150.63万 减仓
HD Home Depot Inc $15.72万0.08%478 356291.8% $11.71万 加仓
KWR Quaker Chemical Corp $14.87万0.08%1,197 00.0% — 不变
AMZN Amazon.com $12.50万0.07%600 -299-33.3% -$6.23万 减仓
MIAX Miami Intl HLDGS Inc $12.16万0.07%3,125 3,125— $12.16万 新建仓
EW Edwards Lifesciences $11.48万0.06%1,434 1,3161,115.3% $10.54万 加仓
ADI Analog Devices $11.39万0.06%358 -47-11.6% -$1.50万 减仓
CSCO Cisco Systems $11.14万0.06%1,436 1,201511.1% $9.32万 加仓
NOC Northrop Grumman $11.08万0.06%162 -77-32.2% -$5.27万 减仓
SPHY SPDR Ser TR Portfli (high YLD) $10.72万0.06%4,596 00.0% — 不变
DLTR Dollar Tree Stores $10.48万0.06%957 9384,936.8% $10.27万 加仓
SMH Vaneck Semiconductor $10.47万0.06%273 00.0% — 不变
T AT&T $10.41万0.06%3,591 00.0% — 不变
UVSP Univest Financial $8.99万0.05%2,623 2,5644,345.8% $8.78万 加仓
PFE Pfizer Inc. $8.74万0.05%3,112 00.0% — 不变
BMY Bristol Myers Squibb $8.71万0.05%1,436 00.0% — 不变
MRK Merck & Co Inc. $8.70万0.05%718 00.0% — 不变
AMGN Amgen $8.55万0.05%243 00.0% — 不变
CL Colgate Palmolive $8.16万0.04%957 9172,292.5% $7.82万 加仓
WFC Wells Fargo & Co $7.96万0.04%1,000 -148-12.9% -$1.18万 减仓
AFL Aflac Inc $7.88万0.04%718 -84-10.5% -$9,216 减仓
TRV Travelers Companies $7.29万0.04%250 -4-1.6% -$1,167 减仓
META Facebook $7.20万0.04%126 86215.0% $4.91万 加仓
PSX Phillips 66 Com $6.52万0.04%358 00.0% — 不变
STLD Steel Dynamics Inc $6.46万0.03%358 00.0% — 不变
PEP PepsiCo $5.86万0.03%377 41.1% $622 加仓
C Citigroup Inc $5.35万0.03%472 -1,223-72.2% -$13.86万 减仓
V Visa $5.31万0.03%176 10.6% $302 加仓
AMP Ameriprise Financial $5.29万0.03%119 -2-1.7% -$889 减仓
INTC Intel $5.28万0.03%1,197 1,19329,825.0% $5.26万 加仓
TXN Texas Instruments $5.25万0.03%270 10.4% $194 加仓
AME Ametek $5.12万0.03%239 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
VZ Verizon Communications $4.80万0.03%957 00.0% — 不变
APH Amphenol Corp CL-A (new) CMN Class A $4.75万0.03%375 00.0% — 不变
CHD Church & Dwight Co Inc $4.46万0.02%478 00.0% — 不变
WMT Walmart $4.45万0.02%357 -132-27.0% -$1.64万 减仓
ETN Eaton Corp $4.24万0.02%119 -168-58.5% -$5.99万 减仓
AGCO Agco Corporation $4.15万0.02%358 00.0% — 不变
CR Crane Co New Com $4.09万0.02%239 -169-41.4% -$2.89万 减仓
DCI Donaldson $4.06万0.02%478 -500-51.1% -$4.24万 减仓
CTAS Cintas Corp $3.99万0.02%236 -1,440-85.9% -$24.34万 减仓
DINO HF Sinclair Corp Com $3.73万0.02%598 5772,747.6% $3.60万 加仓
BAC Bank of America $3.73万0.02%765 -2,352-75.5% -$11.46万 减仓
HLT Hilton Worldwide $3.71万0.02%122 -476-79.6% -$14.47万 减仓
CVS CVS Health $3.43万0.02%478 4674,245.5% $3.35万 加仓
CTVA Corteva Inc $3.42万0.02%408 -1,577-79.4% -$13.20万 减仓
NTRS Northern Trust $3.35万0.02%239 166227.4% $2.33万 加仓
AYI Acuity Brands $3.33万0.02%119 00.0% — 不变
LUV Southwest Airlns Co $3.16万0.02%837 00.0% — 不变
RF Regions Financial $3.16万0.02%1,197 1,086978.4% $2.87万 加仓
SCHW Schwab Charles Corp $2.84万0.02%303 -71-19.0% -$6,666 减仓
CMCSA Comcast $2.75万0.01%957 -278-22.5% -$7,981 减仓
NVDA Nvidia $2.62万0.01%150 120400.0% $2.09万 加仓