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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $39.42万 | 0.19% | 4,089 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $38.88万 | 0.19% | 4,074 | -28 | -0.7% | -$2,672 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $37.41万 | 0.18% | 11,456 | 426 | 3.9% | $1.39万 | 加仓 |
| V | VISA INC | $35.13万 | 0.17% | 1,024 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $34.83万 | 0.17% | 4,841 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.46万 | 0.16% | 448 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $31.25万 | 0.15% | 3,799 | -199 | -5.0% | -$1.64万 | 减仓 |
| WMT | WALMART INC | $31.19万 | 0.15% | 2,753 | -45 | -1.6% | -$5,098 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.12万 | 0.15% | 1,551 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $30.31万 | 0.14% | 3,891 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.22万 | 0.14% | 1,929 | 8 | 0.4% | $1,253 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.14万 | 0.14% | 411 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $27.73万 | 0.13% | 977 | -15 | -1.5% | -$4,257 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.10万 | 0.11% | 1,106 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $23.91万 | 0.11% | 6,186 | 0 | 0.0% | — | 不变 |
| SH | PROSHARES TR | $22.90万 | 0.11% | 6,936 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $22.53万 | 0.11% | 7,807 | 7,807 | — | $22.53万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.43万 | 0.11% | 564 | -20 | -3.4% | -$7,954 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $22.22万 | 0.11% | 515 | 515 | — | $22.22万 | 新建仓 |
| BX | BLACKSTONE INC | $22.18万 | 0.11% | 1,885 | 4 | 0.2% | $471 | 加仓 |
| IUSG | ISHARES TR | $21.25万 | 0.10% | 1,130 | 1,130 | — | $21.25万 | 新建仓 |
| DVY | ISHARES TR | $20.54万 | 0.10% | 1,316 | 1,316 | — | $20.54万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $16.90万 | 0.08% | 12,794 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $10.85万 | 0.05% | 11,172 | 0 | 0.0% | — | 不变 |
| 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 |