13F 机构持仓

Ackerman Asset Management, LLC

ROCKVILLE MD · SEC CIK 0002067071

2026Q22026Q1 更早 9 个季度 🔒
$1.43亿2026Q1 申报市值
35持仓数
92.1%前十大占比 · 第一大 37.2%
5 / 4新建仓 / 清仓
申报市值走势$1.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 37.2%
OEF 19.4%
SPY 7.0%
IWB 5.3%
JPST 5.1%
AAPL 4.8%
QQQ 4.6%
IWM 3.6%
XLG 3.1%
SGOV 2.0%

2026Q1 买入最多 按季末市值估算

ICSH 加仓+$64.54万
V 新建仓+$42.31万
GOOG 新建仓+$28.69万
AMZN 新建仓+$28.26万
WCN 新建仓+$26.80万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$52.52万
OEF 减仓-$36.93万
AGG 清仓-$24.80万
ISHARES ETHEREUM 清仓-$23.17万
UTF 清仓-$22.90万

2026Q1 持仓明细 点表头排序

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
AGG ISHARES TR $00.00%0 -2,483-100.0% -$24.80万 清仓
— ISHARES ETHEREUM TR $00.00%0 -10,331-100.0% -$23.17万 清仓
UTF COHEN & STEERS INFRASTRUCTUR $00.00%0 -9,500-100.0% -$22.90万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,235-100.0% -$21.95万 清仓
WTM WHITE MTNS INS GROUP LTD $21.97万0.15%100 00.0% — 不变
LLY ELI LILLY & CO $21.98万0.15%239 00.0% — 不变
VTI VANGUARD INDEX FDS $22.75万0.16%709 00.0% — 不变
MCO MOODYS CORP $24.39万0.17%559 559— $24.39万 新建仓
EWN ISHARES INC $25.71万0.18%4,470 00.0% — 不变
FLGB FRANKLIN TEMPLETON ETF TR $26.74万0.19%7,693 00.0% — 不变
WCN WASTE CONNECTIONS INC $26.80万0.19%1,650 1,650— $26.80万 新建仓
EWG ISHARES INC $27.93万0.19%7,041 00.0% — 不变
AMZN AMAZON COM INC $28.26万0.20%1,357 1,357— $28.26万 新建仓
GOOG ALPHABET INC $28.69万0.20%1,000 1,000— $28.69万 新建仓
AXON AXON ENTERPRISE INC $28.88万0.20%680 00.0% — 不变
BMNR BITMINE IMMERSION TECNOLOGIE $31.44万0.22%15,895 10,554197.6% $20.88万 重新持有
HD HOME DEPOT INC $34.57万0.24%1,051 -13-1.2% -$4,276 减仓
MAR MARRIOTT INTL INC NEW $38.23万0.27%1,169 00.0% — 不变
MSFT MICROSOFT CORP $40.20万0.28%1,086 51590.2% $19.06万 加仓
— VANECK ETF TRUST $41.12万0.29%6,801 00.0% — 不变
V VISA INC $42.31万0.30%1,400 1,400— $42.31万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $43.13万0.30%900 -53-5.6% -$2.54万 减仓
— ARK ETF TR $46.64万0.33%17,325 00.0% — 不变
IWV ISHARES TR $50.04万0.35%1,350 00.0% — 不变
VOO VANGUARD INDEX FDS $68.00万0.47%1,138 -126-10.0% -$7.53万 减仓
ITA ISHARES TR $78.29万0.55%3,579 00.0% — 不变
CBNK CAPITAL BANCORP INC MD $81.23万0.57%27,312 -4,837-15.0% -$14.39万 减仓
ICSH ISHARES TR $125.14万0.87%24,722 12,750106.5% $64.54万 加仓
XLK SELECT SECTOR SPDR TR $132.79万0.93%9,992 00.0% — 不变
SGOV ISHARES TR $287.15万2.00%28,527 -700-2.4% -$7.05万 减仓
XLG INVESCO EXCHANGE TRADED FD T $440.95万3.08%80,835 00.0% — 不变
IWM ISHARES TR $513.76万3.58%20,716 -298-1.4% -$7.39万 减仓
QQQ INVESCO QQQ TR $656.37万4.58%11,372 -157-1.4% -$9.06万 减仓
AAPL APPLE INC $682.42万4.76%26,889 3211.2% $8.15万 加仓
JPST J P MORGAN EXCHANGE TRADED F $736.70万5.14%145,564 570.0% $2,885 加仓
IWB ISHARES TR $765.36万5.34%21,465 -493-2.2% -$17.58万 减仓
SPY STATE STR SPDR S&P 500 ETF T $998.23万6.97%15,349 00.0% — 不变
OEF ISHARES TR $2,785.47万19.44%87,574 -1,161-1.3% -$36.93万 减仓
IVV ISHARES TR $5,328.20万37.18%81,570 -804-1.0% -$52.52万 减仓