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Battery Global Advisors, LLC

SEC CIK
0001582272
最新申報
2026/8/12

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/13 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
234
較 2025 年第 3 季 +86
總值
$2.13 億
較 2025 年第 3 季 −$11.9 萬 (−0.1%)
申報日
2026/2/13
SEC
Battery Global Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Total World Stock ETF922042742ETF188,437$6,318 萬29.7%+184,667+4,898.3%加碼–
ISRGIntuitive Surgical IncCOM NEW40,956$2,713 萬12.8%+40,956新進歷史
Vanguard S&P 500 Growth ETF921932505ETF365,122$2,281 萬10.7%+363,964+31,430.4%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF29,270$1,836 萬8.6%+25,590+695.4%加碼–
PAYOPayoneer Global Inc.COM2,890,975$1,625 萬7.6%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF234,448$1,260 萬5.9%+222,207+1,815.3%加碼–
iShares Tr464288257MSCI ACWI ETF108,652$881.9 萬4.1%+106,919+6,169.6%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF152,557$677.5 萬3.2%00.0%不變–
Vanguard Morningstar Large-Cap ETF922908637ETF12,241$597.2 萬2.8%+7,361+150.8%加碼–
IQVIQVIA Holdings Inc.Stock12,760$244.4 萬1.1%+12,619+8,949.6%加碼歷史
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE68,388$243.7 萬1.1%00.0%不變–
LNCLincoln National CorpCOM139,753$234.9 萬1.1%+139,753新進歷史
MUMicron Technology IncStock4,160$201.2 萬0.9%+4,160新進歷史
AAPLApple Inc.Stock7,248$197.1 萬0.9%+600+9.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF4,880$153.6 萬0.7%−24,390−83.3%減碼–
GOOGLAlphabet Inc.Stock4,475$140.1 萬0.7%+275+6.5%加碼歷史
GOOGAlphabet Inc.Stock4,410$138.4 萬0.7%+232+5.6%加碼歷史
Vanguard Information Technology ETF92204A702ETF6,113$116.8 萬0.5%+5,742+1,547.7%加碼–
Vanguard Morningstar Value ETF922908744ETF3,680$111.2 萬0.5%−2,433−39.8%減碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF22,356$104.7 萬0.5%00.0%不變–
CMICummins IncStock2,118$99.3 萬0.5%+2,118新進歷史
ATMPBarclays Bank PLCIPATH SELCT MLP24,725$71.1 萬0.3%−2,579−9.4%減碼歷史
NOWServiceNow, Inc.Stock4,030$61.7 萬0.3%00.0%不變依 5 比 1 拆股換算歷史
Vanguard Ftse Developed Markets ETF921943858ETF3,770$53.2 萬0.3%−363,484−99.0%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,158$51.5 萬0.2%−3,387−74.5%減碼–
CTASCintas CorpStock1,676$46.1 萬0.2%+1,441+613.2%加碼歷史
SRADSportradar Group AGCLASS A ORD SHS17,800$42.3 萬0.2%00.0%不變歷史
BACBank of America CorpStock3,117$36.2 萬0.2%+2,361+312.3%加碼歷史
DGDollar General CorpCOM2,257$35.2 萬0.2%+2,257新進歷史
MSCIMSCI Inc.Stock1,082$28.0 萬0.1%+1,061+5,052.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF371$28.0 萬0.1%−190,109−99.8%減碼–
VRSKVerisk Analytics, Inc.COM1,231$27.5 萬0.1%+196+18.9%加碼歷史
iShares Inc464286632MSCI ISRAEL ETF3,504$25.5 萬0.1%+3,448+6,157.1%加碼–
iShares Tr464287234MSCI EMG MKT ETF1,740$24.6 萬0.1%+1,707+5,172.7%加碼–
WPCW. P. Carey Inc.COM3,655$23.9 萬0.1%00.0%不變歷史
ROSTRoss Stores, Inc.COM602$23.4 萬0.1%+602新進歷史
BXBlackstone Inc.COM1,421$21.9 萬0.1%+19+1.4%加碼歷史
AMZNAmazon Com IncStock899$20.8 萬0.1%+299+49.8%加碼歷史
JCIJohnson Controls International plcStock957$19.8 萬0.1%+957新進歷史
FICOFair Isaac CorpCOM1,559$18.8 萬0.1%+1,411+953.4%加碼歷史
CTVACorteva, Inc.Stock1,985$17.4 萬0.1%+1,577+386.5%加碼歷史
HONHoneywell International IncCOM478$16.4 萬0.1%+474+11,850.0%加碼歷史
KWRQuaker Chemical CorpCOM1,197$16.4 萬0.1%00.0%不變歷史
SPYSPDR S&P 500 ETF TrustETF218$14.9 萬0.1%+218新進歷史
CCitigroup IncStock1,695$13.1 萬0.1%+1,226+261.4%加碼歷史
DCIDonaldson Co IncStock978$12.0 萬0.1%+500+104.6%加碼歷史
CEGConstellation Energy CorpStock1,246$11.7 萬0.1%+1,246新進歷史
ADIAnalog Devices IncStock405$11.0 萬0.1%+47+13.1%加碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF4,596$10.9 萬0.1%−1,660−26.5%減碼–
WFCWells Fargo & CompanyStock1,148$10.7 萬0.1%+148+14.8%加碼歷史
VanEck Semiconductor ETF92189F676ETF273$9.83 萬<0.1%00.0%不變–
TAT&T Inc.Stock3,591$8.92 萬<0.1%00.0%不變歷史
AFLAflac IncStock802$8.84 萬<0.1%+84+11.7%加碼歷史
USBUS Bancorp DECOM NEW2,623$8.59 萬<0.1%+2,623新進歷史
AMGNAmgen IncStock243$7.95 萬<0.1%00.0%不變歷史
PFEPfizer IncStock3,112$7.75 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock1,436$7.75 萬<0.1%00.0%不變歷史
ORCLOracle CorpStock410$7.65 萬<0.1%+410新進歷史
MRKMerck & Co., Inc.Stock718$7.62 萬<0.1%00.0%不變歷史
Columbia ETF Tr II19762B202EM CORE EX ETF957$7.56 萬<0.1%−278−22.5%減碼–
TRVTravelers Companies, Inc.Stock254$7.37 萬<0.1%+4+1.6%加碼歷史
VVisa Inc.Stock175$6.14 萬<0.1%00.0%不變歷史
STLDSteel Dynamics IncCOM358$6.08 萬<0.1%00.0%不變歷史
CFGCitizens Financial Group IncCOM520$6.06 萬<0.1%+520新進歷史
AMPAmeriprise Financial IncCOM121$5.93 萬<0.1%+2+1.7%加碼歷史
TSLATesla, Inc.Stock124$5.58 萬<0.1%+124新進歷史
WMTWalmart Inc.Stock489$5.46 萬<0.1%+132+37.0%加碼歷史
PEPPepsiCo IncStock373$5.40 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock1,377$5.08 萬<0.1%−39,579−96.6%減碼歷史
APHAmphenol CorpCL A375$5.07 萬<0.1%+1+0.3%加碼歷史
AMEAmetek IncCOM239$4.91 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock868$4.77 萬<0.1%−2,244−72.1%減碼歷史
CMCSAComcast CorpStock1,235$4.74 萬<0.1%+278+29.0%加碼歷史
TXNTexas Instruments IncStock269$4.67 萬<0.1%+1+0.4%加碼歷史
PSXPhillips 66Stock358$4.62 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock235$4.43 萬<0.1%−1,201−83.6%減碼歷史
AYIAcuity Inc. (DE)Stock119$4.28 萬<0.1%00.0%不變歷史
DASHDoorDash, Inc.Stock478$4.24 萬<0.1%+478新進歷史
CHDChurch & Dwight Co IncCOM478$4.01 萬<0.1%00.0%不變歷史
VZVerizon Communications IncStock957$3.90 萬<0.1%00.0%不變歷史
DHRDanaher CorpStock478$3.79 萬<0.1%+394+469.0%加碼歷史
AGCOAGCO CorpCOM358$3.73 萬<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock374$3.73 萬<0.1%+73+24.3%加碼歷史
RIVNRivian Automotive, Inc.Stock1,322$3.61 萬<0.1%+1,309+10,069.2%加碼歷史
HDHome Depot, Inc.Stock122$3.50 萬<0.1%−356−74.5%減碼歷史
LUVSouthwest Airlines CoCOM837$3.47 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock239$3.28 萬<0.1%+77+47.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF141$3.18 萬<0.1%−123−46.6%減碼–
IDXXIDEXX Laboratories IncCOM119$3.06 萬<0.1%+119新進歷史
CMCCommercial Metals CoStock957$2.86 萬<0.1%+957新進歷史
HLTHilton Worldwide Holdings Inc.COM598$2.76 萬<0.1%+476+390.2%加碼歷史
CRCrane CoCOMMON STOCK408$2.73 萬<0.1%+169+70.7%加碼歷史
VMCVulcan Materials COCOM93$2.66 萬<0.1%+2+2.2%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock868$2.50 萬<0.1%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF264$2.36 萬<0.1%−260−49.6%減碼–
TMOThermo Fisher Scientific Inc.Stock35$2.04 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM111$2.04 萬<0.1%−1,086−90.7%減碼歷史
SPGIS&P Global Inc.Stock36$1.91 萬<0.1%00.0%不變歷史
BAXBaxter International IncStock957$1.83 萬<0.1%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock34$1.71 萬<0.1%+34新進歷史