Beckerman Institutional, LLC
OCEAN GROVE NJ · SEC CIK 0002043468
$2.10亿2026Q2 申报市值
124持仓数
39.6%前十大占比 · 第一大 8.1%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVDA 新建仓+$150.25万
BOND 加仓+$111.46万
DFAI 加仓+$80.52万
VBIL 加仓+$76.21万
DBND 加仓+$60.66万
2026Q2 卖出最多 按季末市值估算
GLDM 减仓-$23.68万
FDX 清仓-$21.91万
T 清仓-$21.16万
NFLX 清仓-$20.96万
DGS 减仓-$11.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,709.60万 | 8.13% | 34,166 | 791 | 2.4% | $39.58万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,295.22万 | 6.16% | 313,991 | 19,520 | 6.6% | $80.52万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,073.91万 | 5.11% | 235,558 | 13,305 | 6.0% | $60.66万 | 加仓 |
| GOOGL | ALPHABET INC | $828.55万 | 3.94% | 23,183 | -29 | -0.1% | -$1.04万 | 减仓 |
| IDEV | ISHARES TR | $814.07万 | 3.87% | 91,459 | -527 | -0.6% | -$4.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $624.02万 | 2.97% | 140,672 | 10,452 | 8.0% | $46.37万 | 加仓 |
| FLXR | TCW ETF TRUST | $572.73万 | 2.73% | 146,067 | 7,888 | 5.7% | $30.93万 | 加仓 |
| LDUR | PIMCO ETF TR | $511.46万 | 2.43% | 53,496 | -371 | -0.7% | -$3.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $462.86万 | 2.20% | 145,966 | 5,167 | 3.7% | $16.38万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $436.18万 | 2.08% | 57,635 | 10,070 | 21.2% | $76.21万 | 加仓 |
| VO | VANGUARD INDEX FDS | $435.64万 | 2.07% | 54,070 | 4,642 | 9.4% | $37.40万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $434.27万 | 2.07% | 80,389 | 4,021 | 5.3% | $21.72万 | 加仓 |
| DGS | WISDOMTREE TR | $408.94万 | 1.95% | 63,195 | -1,737 | -2.7% | -$11.24万 | 减仓 |
| EMXC | ISHARES INC | $395.39万 | 1.88% | 38,650 | 1,730 | 4.7% | $17.70万 | 加仓 |
| GLDM | WORLD GOLD TR | $384.09万 | 1.83% | 48,362 | -2,982 | -5.8% | -$23.68万 | 减仓 |
| BOND | PIMCO ETF TR | $377.80万 | 1.80% | 40,972 | 12,088 | 41.9% | $111.46万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $331.23万 | 1.58% | 47,386 | 1,255 | 2.7% | $8.77万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $322.24万 | 1.53% | 65,670 | 800 | 1.2% | $3.93万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $315.51万 | 1.50% | 130,698 | -876 | -0.7% | -$2.11万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $297.01万 | 1.41% | 64,496 | 3,861 | 6.4% | $17.78万 | 加仓 |
| STIP | ISHARES TR | $288.60万 | 1.37% | 28,251 | 578 | 2.1% | $5.90万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $287.46万 | 1.37% | 71,491 | 3,924 | 5.8% | $15.78万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $277.56万 | 1.32% | 35,930 | 1,573 | 4.6% | $12.15万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $268.51万 | 1.28% | 51,301 | 2,630 | 5.4% | $13.77万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $267.37万 | 1.27% | 55,563 | 4,828 | 9.5% | $23.23万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $244.86万 | 1.17% | 23,722 | -112 | -0.5% | -$1.16万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $225.96万 | 1.08% | 77,119 | 7,011 | 10.0% | $20.54万 | 加仓 |
| DGRO | ISHARES TR | $202.64万 | 0.96% | 26,736 | -39 | -0.1% | -$2,956 | 减仓 |
| AAPL | APPLE INC | $201.75万 | 0.96% | 6,972 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $199.79万 | 0.95% | 8,241 | -194 | -2.3% | -$4.70万 | 减仓 |
| — | BANCROFT FD LTD | $189.44万 | 0.90% | 72,888 | -1,031 | -1.4% | -$2.68万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $173.35万 | 0.82% | 33,537 | 112 | 0.3% | $5,789 | 加仓 |
| PULS | PGIM ETF TR | $170.03万 | 0.81% | 34,314 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $166.34万 | 0.79% | 11,215 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $162.22万 | 0.77% | 16,796 | -474 | -2.7% | -$4.58万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $153.70万 | 0.73% | 22,122 | -55 | -0.2% | -$3,821 | 减仓 |
| SPSM | SPDR SERIES TRUST | $151.02万 | 0.72% | 26,187 | 5,789 | 28.4% | $33.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $150.25万 | 0.71% | 7,509 | 7,509 | — | $150.25万 | 新建仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $144.37万 | 0.69% | 41,857 | 1,533 | 3.8% | $5.29万 | 加仓 |
| META | META PLATFORMS INC | $142.40万 | 0.68% | 2,528 | 24 | 1.0% | $1.35万 | 加仓 |
| TY | TRI CONTL CORP | $137.80万 | 0.66% | 40,036 | 42 | 0.1% | $1,446 | 加仓 |
| XSOE | WISDOMTREE TR | $137.10万 | 0.65% | 27,879 | -412 | -1.5% | -$2.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $125.60万 | 0.60% | 3,368 | 117 | 3.6% | $4.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $111.31万 | 0.53% | 3,400 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $109.01万 | 0.52% | 29,101 | 8,780 | 43.2% | $32.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $108.14万 | 0.51% | 2,922 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $105.09万 | 0.50% | 11,958 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.07万 | 0.50% | 14,748 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $104.35万 | 0.50% | 9,564 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $103.55万 | 0.49% | 18,335 | -41 | -0.2% | -$2,316 | 减仓 |
| MUNI | PIMCO ETF TR | $96.50万 | 0.46% | 18,346 | 3,375 | 22.5% | $17.75万 | 加仓 |
| — | GABELLI GLOBAL SMALL & MID C | $93.32万 | 0.44% | 57,321 | -208 | -0.4% | -$3,386 | 减仓 |
| ITOT | ISHARES TR | $92.58万 | 0.44% | 5,636 | -162 | -2.8% | -$2.66万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $87.35万 | 0.42% | 1,272 | 2 | 0.2% | $1,373 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $83.65万 | 0.40% | 16,654 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $83.46万 | 0.40% | 54,945 | -484 | -0.9% | -$7,352 | 减仓 |
| IVV | ISHARES TR | $82.07万 | 0.39% | 1,096 | 91 | 9.1% | $6.81万 | 加仓 |
| PYLD | PIMCO ETF TR | $80.49万 | 0.38% | 30,350 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $79.29万 | 0.38% | 5,139 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $74.29万 | 0.35% | 7,111 | -496 | -6.5% | -$5.18万 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.84万 | 0.35% | 6,178 | -6 | -0.1% | -$717 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $73.57万 | 0.35% | 16,354 | -990 | -5.7% | -$4.45万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $73.46万 | 0.35% | 3,024 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $71.74万 | 0.34% | 15,677 | -110 | -0.7% | -$5,034 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $70.87万 | 0.34% | 614 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $70.42万 | 0.34% | 6,773 | -246 | -3.5% | -$2.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.91万 | 0.33% | 3,809 | 0 | 0.0% | — | 不变 |
| LONZ | PIMCO ETF TR | $68.34万 | 0.33% | 13,860 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $68.19万 | 0.32% | 3,707 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $67.30万 | 0.32% | 1,957 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $63.92万 | 0.30% | 16,195 | -31 | -0.2% | -$1,224 | 减仓 |
| IAU | ISHARES GOLD TR | $63.67万 | 0.30% | 8,431 | -208 | -2.4% | -$1.57万 | 减仓 |
| IJS | ISHARES TR | $62.44万 | 0.30% | 4,568 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $61.35万 | 0.29% | 10,767 | -99 | -0.9% | -$5,641 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.33万 | 0.29% | 2,592 | 0 | 0.0% | — | 不变 |
| — | ROYCE GLOBAL TRUST INC | $61.19万 | 0.29% | 43,001 | 20,148 | 88.2% | $28.67万 | 加仓 |
| AMZN | AMAZON COM INC | $60.20万 | 0.29% | 2,526 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $57.13万 | 0.27% | 12,500 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $56.94万 | 0.27% | 16,135 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $55.82万 | 0.27% | 6,739 | 1,031 | 18.1% | $8.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $55.74万 | 0.27% | 2,195 | 0 | 0.0% | — | 不变 |
| — | PIMCO NEW YORK MUN FD II | $53.68万 | 0.26% | 75,711 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $53.60万 | 0.26% | 34,099 | -490 | -1.4% | -$7,703 | 减仓 |
| CSCO | CISCO SYS INC | $51.80万 | 0.25% | 4,410 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $51.03万 | 0.24% | 2,028 | 20 | 1.0% | $5,033 | 加仓 |
| KO | COCA COLA CO | $50.74万 | 0.24% | 6,243 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $49.83万 | 0.24% | 9,314 | 3 | 0.0% | $160 | 加仓 |
| GOOG | ALPHABET INC | $48.43万 | 0.23% | 1,371 | -8 | -0.6% | -$2,826 | 减仓 |
| PFE | PFIZER INC | $48.22万 | 0.23% | 20,024 | 5,607 | 38.9% | $13.50万 | 加仓 |
| IBB | ISHARES TR | $48.08万 | 0.23% | 2,528 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $47.19万 | 0.22% | 2,390 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $46.05万 | 0.22% | 1,251 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $45.52万 | 0.22% | 8,425 | -1,611 | -16.1% | -$8.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.02万 | 0.21% | 445 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.09万 | 0.21% | 3,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $42.64万 | 0.20% | 734 | 734 | — | $42.64万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $42.04万 | 0.20% | 8,698 | -807 | -8.5% | -$3.90万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $41.45万 | 0.20% | 5,413 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $41.38万 | 0.20% | 10,342 | 299 | 3.0% | $1.20万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.08万 | 0.20% | 6,081 | 0 | 0.0% | — | 不变 |