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 |
|---|---|---|---|---|---|---|---|---|
| FREL | FIDELITY COVINGTON TRUST | $225.96万 | 1.08% | 77,119 | 7,011 | 10.0% | $20.54万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $244.86万 | 1.17% | 23,722 | -112 | -0.5% | -$1.16万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $267.37万 | 1.27% | 55,563 | 4,828 | 9.5% | $23.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $268.51万 | 1.28% | 51,301 | 2,630 | 5.4% | $13.77万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $277.56万 | 1.32% | 35,930 | 1,573 | 4.6% | $12.15万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $287.46万 | 1.37% | 71,491 | 3,924 | 5.8% | $15.78万 | 加仓 |
| STIP | ISHARES TR | $288.60万 | 1.37% | 28,251 | 578 | 2.1% | $5.90万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $297.01万 | 1.41% | 64,496 | 3,861 | 6.4% | $17.78万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $315.51万 | 1.50% | 130,698 | -876 | -0.7% | -$2.11万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $322.24万 | 1.53% | 65,670 | 800 | 1.2% | $3.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $331.23万 | 1.58% | 47,386 | 1,255 | 2.7% | $8.77万 | 加仓 |
| BOND | PIMCO ETF TR | $377.80万 | 1.80% | 40,972 | 12,088 | 41.9% | $111.46万 | 加仓 |
| GLDM | WORLD GOLD TR | $384.09万 | 1.83% | 48,362 | -2,982 | -5.8% | -$23.68万 | 减仓 |
| EMXC | ISHARES INC | $395.39万 | 1.88% | 38,650 | 1,730 | 4.7% | $17.70万 | 加仓 |
| DGS | WISDOMTREE TR | $408.94万 | 1.95% | 63,195 | -1,737 | -2.7% | -$11.24万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $434.27万 | 2.07% | 80,389 | 4,021 | 5.3% | $21.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $435.64万 | 2.07% | 54,070 | 4,642 | 9.4% | $37.40万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $436.18万 | 2.08% | 57,635 | 10,070 | 21.2% | $76.21万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $462.86万 | 2.20% | 145,966 | 5,167 | 3.7% | $16.38万 | 加仓 |
| LDUR | PIMCO ETF TR | $511.46万 | 2.43% | 53,496 | -371 | -0.7% | -$3.55万 | 减仓 |
| FLXR | TCW ETF TRUST | $572.73万 | 2.73% | 146,067 | 7,888 | 5.7% | $30.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $624.02万 | 2.97% | 140,672 | 10,452 | 8.0% | $46.37万 | 加仓 |
| IDEV | ISHARES TR | $814.07万 | 3.87% | 91,459 | -527 | -0.6% | -$4.69万 | 减仓 |
| GOOGL | ALPHABET INC | $828.55万 | 3.94% | 23,183 | -29 | -0.1% | -$1.04万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $1,073.91万 | 5.11% | 235,558 | 13,305 | 6.0% | $60.66万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,295.22万 | 6.16% | 313,991 | 19,520 | 6.6% | $80.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,709.60万 | 8.13% | 34,166 | 791 | 2.4% | $39.58万 | 加仓 |