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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $31.98万 | 0.17% | 11,030 | 265 | 2.5% | $7,682 | 加仓 |
| MO | ALTRIA GROUP INC | $31.95万 | 0.17% | 4,841 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $31.35万 | 0.17% | 3,998 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.95万 | 0.16% | 1,024 | 0 | 0.0% | — | 不变 |
| — | ROYCE GLOBAL TRUST INC | $30.54万 | 0.16% | 22,853 | 9,962 | 77.3% | $13.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $30.51万 | 0.16% | 3,891 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.14万 | 0.15% | 448 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.29万 | 0.15% | 1,551 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $26.92万 | 0.14% | 584 | 0 | 0.0% | — | 不变 |
| SH | PROSHARES TR | $26.31万 | 0.14% | 6,936 | 6,936 | — | $26.31万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $25.20万 | 0.13% | 992 | 15 | 1.5% | $3,810 | 加仓 |
| QQQ | INVESCO QQQ TR | $23.62万 | 0.13% | 411 | -20 | -4.6% | -$1.15万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $22.46万 | 0.12% | 6,186 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $21.91万 | 0.12% | 615 | 615 | — | $21.91万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.70万 | 0.12% | 1,106 | 1,106 | — | $21.70万 | 新建仓 |
| BX | BLACKSTONE INC | $21.63万 | 0.11% | 1,881 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.16万 | 0.11% | 7,298 | -16 | -0.2% | -$464 | 重新持有 |
| NFLX | NETFLIX INC. | $20.96万 | 0.11% | 2,180 | 2,180 | — | $20.96万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.74万 | 0.11% | 614 | 614 | — | $20.74万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $14.27万 | 0.08% | 12,794 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $11.65万 | 0.06% | 11,172 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,349 | -100.0% | -$23.98万 | 清仓 |