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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,599.30万 | 8.50% | 33,375 | 1,097 | 3.4% | $52.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,147.26万 | 6.10% | 294,471 | 21,408 | 7.8% | $83.41万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,018.13万 | 5.41% | 222,253 | 11,713 | 5.6% | $53.66万 | 加仓 |
| IDEV | ISHARES TR | $768.72万 | 4.08% | 91,986 | 128 | 0.1% | $1.07万 | 加仓 |
| GOOGL | ALPHABET INC | $667.53万 | 3.55% | 23,212 | 43 | 0.2% | $1.24万 | 加仓 |
| FLXR | TCW ETF TRUST | $542.63万 | 2.88% | 138,179 | 11,961 | 9.5% | $46.97万 | 加仓 |
| LDUR | PIMCO ETF TR | $516.14万 | 2.74% | 53,867 | -1,056 | -1.9% | -$10.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $506.03万 | 2.69% | 130,220 | 1,891 | 1.5% | $7.35万 | 加仓 |
| GLDM | WORLD GOLD TR | $475.91万 | 2.53% | 51,344 | -7,841 | -13.2% | -$72.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $431.97万 | 2.30% | 140,799 | 12,836 | 10.0% | $39.38万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $403.07万 | 2.14% | 76,368 | 4,657 | 6.5% | $24.58万 | 加仓 |
| DGS | WISDOMTREE TR | $390.25万 | 2.07% | 64,932 | -1,175 | -1.8% | -$7.06万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $359.83万 | 1.91% | 47,565 | 40,065 | 534.2% | $303.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $354.85万 | 1.89% | 12,357 | 445 | 3.7% | $12.78万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $320.85万 | 1.70% | 64,870 | 21,241 | 48.7% | $105.06万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $319.33万 | 1.70% | 131,574 | 5,104 | 4.0% | $12.39万 | 加仓 |
| EMXC | ISHARES INC | $290.42万 | 1.54% | 36,920 | 2,926 | 8.6% | $23.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $288.09万 | 1.53% | 46,131 | 1,662 | 3.7% | $10.38万 | 加仓 |
| STIP | ISHARES TR | $286.22万 | 1.52% | 27,673 | 477 | 1.8% | $4.93万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $279.34万 | 1.48% | 60,635 | 511 | 0.8% | $2.35万 | 加仓 |
| BOND | PIMCO ETF TR | $266.54万 | 1.42% | 28,884 | 12,542 | 76.7% | $115.74万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $252.75万 | 1.34% | 48,671 | 3,774 | 8.4% | $19.60万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $241.74万 | 1.28% | 34,357 | 422 | 1.2% | $2.97万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $237.13万 | 1.26% | 50,735 | 2,935 | 6.1% | $13.72万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $228.78万 | 1.22% | 67,567 | 2,817 | 4.4% | $9.54万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $202.38万 | 1.08% | 23,834 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $188.66万 | 1.00% | 70,108 | 4,837 | 7.4% | $13.02万 | 加仓 |
| DGRO | ISHARES TR | $187.90万 | 1.00% | 26,775 | 176 | 0.7% | $1.24万 | 加仓 |
| ITA | ISHARES TR | $184.53万 | 0.98% | 8,435 | -90 | -1.1% | -$1.97万 | 减仓 |
| AAPL | APPLE INC | $176.95万 | 0.94% | 6,972 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $169.85万 | 0.90% | 34,314 | -300 | -0.9% | -$1.49万 | 减仓 |
| — | BANCROFT FD LTD | $159.22万 | 0.85% | 73,919 | 15 | 0.0% | $323 | 加仓 |
| IEFA | ISHARES TR | $156.35万 | 0.83% | 17,270 | 649 | 3.9% | $5.88万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $151.07万 | 0.80% | 22,177 | -300 | -1.3% | -$2.04万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $150.81万 | 0.80% | 33,425 | -149 | -0.4% | -$6,723 | 减仓 |
| META | META PLATFORMS INC | $143.25万 | 0.76% | 2,504 | 7 | 0.3% | $4,005 | 加仓 |
| IJR | ISHARES TR | $139.42万 | 0.74% | 11,215 | 93 | 0.8% | $1.16万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $139.40万 | 0.74% | 40,324 | 1,699 | 4.4% | $5.87万 | 加仓 |
| TY | TRI CONTL CORP | $126.34万 | 0.67% | 39,994 | -510 | -1.3% | -$1.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.31万 | 0.64% | 3,251 | 322 | 11.0% | $11.92万 | 加仓 |
| XSOE | WISDOMTREE TR | $113.44万 | 0.60% | 28,291 | 1 | 0.0% | $40 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $104.16万 | 0.55% | 18,376 | -198 | -1.1% | -$1.12万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.03万 | 0.53% | 3,400 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $98.56万 | 0.52% | 20,398 | 2,810 | 16.0% | $13.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $94.50万 | 0.50% | 14,748 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $93.76万 | 0.50% | 2,922 | 5 | 0.2% | $1,604 | 加仓 |
| SPYM | SPDR SERIES TRUST | $91.53万 | 0.49% | 11,958 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $90.46万 | 0.48% | 9,564 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL SMALL & MID C | $86.41万 | 0.46% | 57,529 | -1,356 | -2.3% | -$2.04万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $83.19万 | 0.44% | 16,654 | -37 | -0.2% | -$1,848 | 减仓 |
| ITOT | ISHARES TR | $82.58万 | 0.44% | 5,798 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $79.52万 | 0.42% | 30,350 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $78.13万 | 0.42% | 14,971 | 2,726 | 22.3% | $14.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $76.17万 | 0.40% | 8,639 | -330 | -3.7% | -$2.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $75.88万 | 0.40% | 1,270 | -7 | -0.5% | -$4,182 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $75.22万 | 0.40% | 17,344 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $74.92万 | 0.40% | 5,139 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $71.31万 | 0.38% | 15,787 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $69.90万 | 0.37% | 55,429 | -414 | -0.7% | -$5,221 | 减仓 |
| ITB | ISHARES TR | $68.88万 | 0.37% | 7,607 | 0 | 0.0% | — | 不变 |
| LONZ | PIMCO ETF TR | $68.44万 | 0.36% | 13,860 | 243 | 1.8% | $1.20万 | 加仓 |
| MOAT | VANECK ETF TRUST | $67.88万 | 0.36% | 7,019 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $66.67万 | 0.35% | 3,707 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $65.67万 | 0.35% | 3,024 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $65.63万 | 0.35% | 1,005 | 208 | 26.1% | $13.58万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $64.47万 | 0.34% | 16,226 | -216 | -1.3% | -$8,582 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $64.15万 | 0.34% | 20,321 | 7,163 | 54.4% | $22.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $62.98万 | 0.33% | 3,809 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $58.48万 | 0.31% | 1,957 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $56.09万 | 0.30% | 16,135 | -211 | -1.3% | -$7,334 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.74万 | 0.30% | 2,592 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $55.05万 | 0.29% | 3,500 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $54.11万 | 0.29% | 4,568 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $53.91万 | 0.29% | 12,500 | -2,068 | -14.2% | -$8.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $53.88万 | 0.29% | 773 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.79万 | 0.29% | 1,251 | -8 | -0.6% | -$3,440 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $53.65万 | 0.29% | 2,195 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $52.97万 | 0.28% | 10,866 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.61万 | 0.28% | 2,526 | 24 | 1.0% | $4,998 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $51.86万 | 0.28% | 75,711 | 75,711 | — | $51.86万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $50.06万 | 0.27% | 9,311 | 3 | 0.0% | $161 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $47.70万 | 0.25% | 10,036 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $47.48万 | 0.25% | 6,243 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $46.97万 | 0.25% | 34,589 | -1,027 | -2.9% | -$1.39万 | 减仓 |
| IAUM | ISHARES GOLD TR | $46.90万 | 0.25% | 10,043 | 1,066 | 11.9% | $4.98万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $45.56万 | 0.24% | 9,505 | 639 | 7.2% | $3.06万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $44.01万 | 0.23% | 2,390 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $43.67万 | 0.23% | 2,008 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $42.69万 | 0.23% | 2,528 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $40.48万 | 0.22% | 14,417 | -275 | -1.9% | -$7,722 | 减仓 |
| IEMG | ISHARES INC | $39.81万 | 0.21% | 5,708 | 315 | 5.8% | $2.20万 | 加仓 |
| GOOG | ALPHABET INC | $39.55万 | 0.21% | 1,379 | 2 | 0.1% | $574 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $38.00万 | 0.20% | 5,413 | -178 | -3.2% | -$1.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.66万 | 0.20% | 445 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $36.26万 | 0.19% | 4,089 | 88 | 2.2% | $7,804 | 加仓 |
| SPMD | SPDR SERIES TRUST | $36.01万 | 0.19% | 6,081 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.86万 | 0.19% | 1,921 | 871 | 83.0% | $16.26万 | 加仓 |
| IXUS | ISHARES TR | $35.54万 | 0.19% | 4,102 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.78万 | 0.18% | 2,798 | -22 | -0.8% | -$2,735 | 减仓 |
| CSCO | CISCO SYS INC | $34.22万 | 0.18% | 4,410 | 0 | 0.0% | — | 不变 |