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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -615 | -100.0% | -$21.91万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,298 | -100.0% | -$21.16万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,180 | -100.0% | -$20.96万 | 清仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $10.85万 | 0.05% | 11,172 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $16.90万 | 0.08% | 12,794 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $20.54万 | 0.10% | 1,316 | 1,316 | — | $20.54万 | 新建仓 |
| IUSG | ISHARES TR | $21.25万 | 0.10% | 1,130 | 1,130 | — | $21.25万 | 新建仓 |
| BX | BLACKSTONE INC | $22.18万 | 0.11% | 1,885 | 4 | 0.2% | $471 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.22万 | 0.11% | 515 | 515 | — | $22.22万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.43万 | 0.11% | 564 | -20 | -3.4% | -$7,954 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $22.53万 | 0.11% | 7,807 | 7,807 | — | $22.53万 | 新建仓 |
| SH | PROSHARES TR | $22.90万 | 0.11% | 6,936 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $23.91万 | 0.11% | 6,186 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.10万 | 0.11% | 1,106 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $27.73万 | 0.13% | 977 | -15 | -1.5% | -$4,257 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.14万 | 0.14% | 411 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.22万 | 0.14% | 1,929 | 8 | 0.4% | $1,253 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $30.31万 | 0.14% | 3,891 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $31.12万 | 0.15% | 1,551 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.19万 | 0.15% | 2,753 | -45 | -1.6% | -$5,098 | 减仓 |
| SCZ | ISHARES TR | $31.25万 | 0.15% | 3,799 | -199 | -5.0% | -$1.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.46万 | 0.16% | 448 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $34.83万 | 0.17% | 4,841 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.13万 | 0.17% | 1,024 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $37.41万 | 0.18% | 11,456 | 426 | 3.9% | $1.39万 | 加仓 |
| IXUS | ISHARES TR | $38.88万 | 0.19% | 4,074 | -28 | -0.7% | -$2,672 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.42万 | 0.19% | 4,089 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $41.08万 | 0.20% | 6,081 | 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 |
| FNCL | FIDELITY COVINGTON TRUST | $41.45万 | 0.20% | 5,413 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $42.04万 | 0.20% | 8,698 | -807 | -8.5% | -$3.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.64万 | 0.20% | 734 | 734 | — | $42.64万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.09万 | 0.21% | 3,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $45.02万 | 0.21% | 445 | 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 |
| GLD | SPDR GOLD TR | $46.05万 | 0.22% | 1,251 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $47.19万 | 0.22% | 2,390 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $48.08万 | 0.23% | 2,528 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $48.22万 | 0.23% | 20,024 | 5,607 | 38.9% | $13.50万 | 加仓 |
| GOOG | ALPHABET INC | $48.43万 | 0.23% | 1,371 | -8 | -0.6% | -$2,826 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $49.83万 | 0.24% | 9,314 | 3 | 0.0% | $160 | 加仓 |
| KO | COCA COLA CO | $50.74万 | 0.24% | 6,243 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $51.03万 | 0.24% | 2,028 | 20 | 1.0% | $5,033 | 加仓 |
| CSCO | CISCO SYS INC | $51.80万 | 0.25% | 4,410 | 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 |
| — | PIMCO NEW YORK MUN FD II | $53.68万 | 0.26% | 75,711 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $55.74万 | 0.27% | 2,195 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $55.82万 | 0.27% | 6,739 | 1,031 | 18.1% | $8.54万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $56.94万 | 0.27% | 16,135 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $57.13万 | 0.27% | 12,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.20万 | 0.29% | 2,526 | 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 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.33万 | 0.29% | 2,592 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $61.35万 | 0.29% | 10,767 | -99 | -0.9% | -$5,641 | 减仓 |
| IJS | ISHARES TR | $62.44万 | 0.30% | 4,568 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $63.67万 | 0.30% | 8,431 | -208 | -2.4% | -$1.57万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $63.92万 | 0.30% | 16,195 | -31 | -0.2% | -$1,224 | 减仓 |
| VV | VANGUARD INDEX FDS | $67.30万 | 0.32% | 1,957 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $68.19万 | 0.32% | 3,707 | 0 | 0.0% | — | 不变 |
| LONZ | PIMCO ETF TR | $68.34万 | 0.33% | 13,860 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $68.91万 | 0.33% | 3,809 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $70.42万 | 0.34% | 6,773 | -246 | -3.5% | -$2.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $70.87万 | 0.34% | 614 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $71.74万 | 0.34% | 15,677 | -110 | -0.7% | -$5,034 | 减仓 |
| VBR | VANGUARD INDEX FDS | $73.46万 | 0.35% | 3,024 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $73.57万 | 0.35% | 16,354 | -990 | -5.7% | -$4.45万 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.84万 | 0.35% | 6,178 | -6 | -0.1% | -$717 | 减仓 |
| ITB | ISHARES TR | $74.29万 | 0.35% | 7,111 | -496 | -6.5% | -$5.18万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $79.29万 | 0.38% | 5,139 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $80.49万 | 0.38% | 30,350 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $82.07万 | 0.39% | 1,096 | 91 | 9.1% | $6.81万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $83.46万 | 0.40% | 54,945 | -484 | -0.9% | -$7,352 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $83.65万 | 0.40% | 16,654 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $87.35万 | 0.42% | 1,272 | 2 | 0.2% | $1,373 | 加仓 |
| ITOT | ISHARES TR | $92.58万 | 0.44% | 5,636 | -162 | -2.8% | -$2.66万 | 减仓 |
| — | GABELLI GLOBAL SMALL & MID C | $93.32万 | 0.44% | 57,321 | -208 | -0.4% | -$3,386 | 减仓 |
| MUNI | PIMCO ETF TR | $96.50万 | 0.46% | 18,346 | 3,375 | 22.5% | $17.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $103.55万 | 0.49% | 18,335 | -41 | -0.2% | -$2,316 | 减仓 |
| SLYV | SPDR SERIES TRUST | $104.35万 | 0.50% | 9,564 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $105.07万 | 0.50% | 14,748 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $105.09万 | 0.50% | 11,958 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $108.14万 | 0.51% | 2,922 | 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 |
| JPM | JPMORGAN CHASE & CO | $111.31万 | 0.53% | 3,400 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $125.60万 | 0.60% | 3,368 | 117 | 3.6% | $4.36万 | 加仓 |
| XSOE | WISDOMTREE TR | $137.10万 | 0.65% | 27,879 | -412 | -1.5% | -$2.03万 | 减仓 |
| TY | TRI CONTL CORP | $137.80万 | 0.66% | 40,036 | 42 | 0.1% | $1,446 | 加仓 |
| META | META PLATFORMS INC | $142.40万 | 0.68% | 2,528 | 24 | 1.0% | $1.35万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $144.37万 | 0.69% | 41,857 | 1,533 | 3.8% | $5.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $150.25万 | 0.71% | 7,509 | 7,509 | — | $150.25万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $151.02万 | 0.72% | 26,187 | 5,789 | 28.4% | $33.39万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $153.70万 | 0.73% | 22,122 | -55 | -0.2% | -$3,821 | 减仓 |
| IEFA | ISHARES TR | $162.22万 | 0.77% | 16,796 | -474 | -2.7% | -$4.58万 | 减仓 |
| IJR | ISHARES TR | $166.34万 | 0.79% | 11,215 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $170.03万 | 0.81% | 34,314 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $173.35万 | 0.82% | 33,537 | 112 | 0.3% | $5,789 | 加仓 |
| — | BANCROFT FD LTD | $189.44万 | 0.90% | 72,888 | -1,031 | -1.4% | -$2.68万 | 减仓 |
| ITA | ISHARES TR | $199.79万 | 0.95% | 8,241 | -194 | -2.3% | -$4.70万 | 减仓 |
| AAPL | APPLE INC | $201.75万 | 0.96% | 6,972 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $202.64万 | 0.96% | 26,736 | -39 | -0.1% | -$2,956 | 减仓 |