Beckerman Institutional, LLC
OCEAN GROVE NJ · SEC CIK 0002043468
$1.88亿2026Q1 申报市值
121持仓数
40.8%前十大占比 · 第一大 8.5%
6 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBIL 加仓+$303.09万
BOND 加仓+$115.74万
MTBA 加仓+$105.06万
DFAI 加仓+$83.41万
DBND 加仓+$53.66万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$72.68万
PLTR 清仓-$23.98万
LDUR 减仓-$10.12万
GSIE 减仓-$8.92万
DGS 减仓-$7.06万
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 |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | $252.75万 | 1.34% | 48,671 | 3,774 | 8.4% | $19.60万 | 加仓 |
| BOND | PIMCO ETF TR | $266.54万 | 1.42% | 28,884 | 12,542 | 76.7% | $115.74万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $279.34万 | 1.48% | 60,635 | 511 | 0.8% | $2.35万 | 加仓 |
| STIP | ISHARES TR | $286.22万 | 1.52% | 27,673 | 477 | 1.8% | $4.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $288.09万 | 1.53% | 46,131 | 1,662 | 3.7% | $10.38万 | 加仓 |
| EMXC | ISHARES INC | $290.42万 | 1.54% | 36,920 | 2,926 | 8.6% | $23.02万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $319.33万 | 1.70% | 131,574 | 5,104 | 4.0% | $12.39万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $320.85万 | 1.70% | 64,870 | 21,241 | 48.7% | $105.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $354.85万 | 1.89% | 12,357 | 445 | 3.7% | $12.78万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $359.83万 | 1.91% | 47,565 | 40,065 | 534.2% | $303.09万 | 加仓 |
| DGS | WISDOMTREE TR | $390.25万 | 2.07% | 64,932 | -1,175 | -1.8% | -$7.06万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $403.07万 | 2.14% | 76,368 | 4,657 | 6.5% | $24.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $431.97万 | 2.30% | 140,799 | 12,836 | 10.0% | $39.38万 | 加仓 |
| GLDM | WORLD GOLD TR | $475.91万 | 2.53% | 51,344 | -7,841 | -13.2% | -$72.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $506.03万 | 2.69% | 130,220 | 1,891 | 1.5% | $7.35万 | 加仓 |
| LDUR | PIMCO ETF TR | $516.14万 | 2.74% | 53,867 | -1,056 | -1.9% | -$10.12万 | 减仓 |
| FLXR | TCW ETF TRUST | $542.63万 | 2.88% | 138,179 | 11,961 | 9.5% | $46.97万 | 加仓 |
| GOOGL | ALPHABET INC | $667.53万 | 3.55% | 23,212 | 43 | 0.2% | $1.24万 | 加仓 |
| IDEV | ISHARES TR | $768.72万 | 4.08% | 91,986 | 128 | 0.1% | $1.07万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,018.13万 | 5.41% | 222,253 | 11,713 | 5.6% | $53.66万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,147.26万 | 6.10% | 294,471 | 21,408 | 7.8% | $83.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,599.30万 | 8.50% | 33,375 | 1,097 | 3.4% | $52.57万 | 加仓 |