跳到主要內容
Livermore
Livermore
中文EN

Battery Global Advisors, LLC

SEC CIK
0001582272
最新申報
2026/8/12

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
154
較 2025 年第 4 季 −80
總值
$1.86 億
較 2025 年第 4 季 −$2,641 萬 (−12.4%)
申報日
2026/5/14
SEC
Battery Global Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF175,669$5,636 萬30.3%+175,298+47,250.1%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF277,967$1,781 萬9.6%+274,197+7,273.1%加碼–
INTUIntuit Inc.Stock40,956$1,771 萬9.5%+39,579+2,874.3%加碼歷史
Vanguard S&P 500 ETF922908363ETF29,270$1,749 萬9.4%+24,390+499.8%加碼–
PAYOPayoneer Global Inc.COM2,890,975$1,396 萬7.5%00.0%不變歷史
Vanguard Ftse Emerging Markets ETF922042858ETF167,405$904.8 萬4.9%+162,860+3,583.3%加碼–
IAUiShares Gold TrustETF100,804$888.7 萬4.8%+100,280+19,137.4%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF152,557$696.4 萬3.7%00.0%不變–
Vanguard Morningstar Growth ETF922908736ETF12,241$534.7 萬2.9%−222,207−94.8%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT19,744$378.9 萬2.0%+19,733+179,390.9%加碼–
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE68,388$289.7 萬1.6%00.0%不變–
AAPLApple Inc.Stock6,653$168.8 萬0.9%−595−8.2%減碼歷史
MSFTMicrosoft CorpStock3,941$145.9 萬0.8%+3,924+23,082.4%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF4,880$145.8 萬0.8%−7,361−60.1%減碼–
GOOGLAlphabet Inc.Stock4,200$120.8 萬0.6%−275−6.1%減碼歷史
Vanguard Morningstar Value ETF922908744ETF6,113$119.9 萬0.6%+2,433+66.1%加碼–
GOOGAlphabet Inc.Stock4,179$119.9 萬0.6%−231−5.2%減碼歷史
Kraneshares Tr500767553CALIFORNIA CARB77,045$114.2 萬0.6%+77,037+962,962.5%加碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF3,680$111.2 萬0.6%−25,590−87.4%減碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF22,356$104.9 萬0.6%00.0%不變–
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,545$98.7 萬0.5%+3,387+292.5%加碼–
CRWDCrowdStrike Holdings, Inc.Stock2,108$82.3 萬0.4%+1,869+782.0%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,218$79.3 萬0.4%+1,000+458.7%加碼歷史
ATMPBarclays Bank PLCIPATH SELCT MLP18,680$64.3 萬0.3%−6,045−24.4%減碼歷史
Vanguard Total World Stock ETF922042742ETF3,770$52.1 萬0.3%−184,667−98.0%減碼–
JPMJPMorgan Chase & CoStock1,718$50.5 萬0.3%+1,655+2,627.0%加碼歷史
EQIXEquinix IncCOM482$47.2 萬0.3%+450+1,406.3%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF1,158$47.2 萬0.3%−363,964−99.7%減碼–
CICigna GroupStock1,676$44.7 萬0.2%+1,646+5,486.7%加碼歷史
DLRDigital Realty Trust, Inc.COM2,257$40.7 萬0.2%+2,197+3,661.7%加碼歷史
BNYBank of New York Mellon CorpStock3,112$36.9 萬0.2%+2,244+258.5%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A1,082$34.8 萬0.2%+1,080+54,000.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF524$34.2 萬0.2%+260+98.5%加碼–
SRADSportradar Group AGCLASS A ORD SHS17,800$29.8 萬0.2%00.0%不變歷史
iShares Inc46434G764MSCI EMRG CHN3,504$27.6 萬0.1%+3,470+10,205.9%加碼–
XOMExxonMobil Holdings CorpCOM1,560$26.5 萬0.1%+1,550+15,500.0%加碼歷史
GLWCorning IncCOM1,915$26.0 萬0.1%+1,911+47,775.0%加碼歷史
Vanguard Information Technology ETF92204A702ETF371$25.9 萬0.1%−5,742−93.9%減碼–
WPCW. P. Carey Inc.COM3,655$25.2 萬0.1%00.0%不變歷史
iShares Tr464288257MSCI ACWI ETF1,740$24.1 萬0.1%−106,912−98.4%減碼–
JNJJohnson & JohnsonStock957$23.4 萬0.1%+945+7,875.0%加碼歷史
VRSKVerisk Analytics, Inc.COM1,231$23.4 萬0.1%00.0%不變歷史
ROKRockwell Automation, IncStock598$21.5 萬0.1%+543+987.3%加碼歷史
GSGoldman Sachs Group IncStock229$19.4 萬0.1%+120+110.1%加碼歷史
COPConocoPhillipsStock1,250$16.5 萬0.1%+1,231+6,478.9%加碼歷史
BXBlackstone Inc.COM1,406$16.2 萬0.1%−15−1.1%減碼歷史
FICOFair Isaac CorpCOM148$15.8 萬0.1%−1,411−90.5%減碼歷史
HDHome Depot, Inc.Stock478$15.7 萬0.1%+356+291.8%加碼歷史
KWRQuaker Chemical CorpCOM1,197$14.9 萬0.1%00.0%不變歷史
AMZNAmazon Com IncStock600$12.5 萬0.1%−299−33.3%減碼歷史
MIAXMiami International Holdings, Inc.COM3,125$12.2 萬0.1%+3,125新進歷史
EWEdwards Lifesciences CorpStock1,434$11.5 萬0.1%+1,316+1,115.3%加碼歷史
ADIAnalog Devices IncStock358$11.4 萬0.1%−47−11.6%減碼歷史
CSCOCisco Systems, Inc.Stock1,436$11.1 萬0.1%+1,201+511.1%加碼歷史
NOCNorthrop Grumman CorpStock162$11.1 萬0.1%−77−32.2%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF4,596$10.7 萬0.1%00.0%不變–
DLTRDollar Tree, Inc.COM957$10.5 萬0.1%+938+4,936.8%加碼歷史
VanEck Semiconductor ETF92189F676ETF273$10.5 萬0.1%00.0%不變–
TAT&T Inc.Stock3,591$10.4 萬0.1%00.0%不變歷史
UVSPUnivest Financial CorpCOM2,623$8.99 萬<0.1%+2,564+4,345.8%加碼歷史
PFEPfizer IncStock3,112$8.74 萬<0.1%00.0%不變歷史
BMYBristol Myers Squibb CoStock1,436$8.71 萬<0.1%00.0%不變歷史
MRKMerck & Co., Inc.Stock718$8.70 萬<0.1%00.0%不變歷史
AMGNAmgen IncStock243$8.55 萬<0.1%00.0%不變歷史
CLColgate Palmolive CoStock957$8.16 萬<0.1%+917+2,292.5%加碼歷史
WFCWells Fargo & CompanyStock1,000$7.96 萬<0.1%−148−12.9%減碼歷史
AFLAflac IncStock718$7.88 萬<0.1%−84−10.5%減碼歷史
TRVTravelers Companies, Inc.Stock250$7.29 萬<0.1%−4−1.6%減碼歷史
METAMeta Platforms, Inc.Stock126$7.20 萬<0.1%+86+215.0%加碼歷史
PSXPhillips 66Stock358$6.52 萬<0.1%00.0%不變歷史
STLDSteel Dynamics IncCOM358$6.46 萬<0.1%00.0%不變歷史
PEPPepsiCo IncStock377$5.86 萬<0.1%+4+1.1%加碼歷史
CCitigroup IncStock472$5.35 萬<0.1%−1,223−72.2%減碼歷史
VVisa Inc.Stock176$5.31 萬<0.1%+1+0.6%加碼歷史
AMPAmeriprise Financial IncCOM119$5.29 萬<0.1%−2−1.7%減碼歷史
INTCIntel CorpStock1,197$5.28 萬<0.1%+1,193+29,825.0%加碼歷史
TXNTexas Instruments IncStock270$5.25 萬<0.1%+1+0.4%加碼歷史
AMEAmetek IncCOM239$5.12 萬<0.1%00.0%不變歷史
Columbia ETF Tr II19762B202EM CORE EX ETF1,235$5.04 萬<0.1%+278+29.0%加碼–
VZVerizon Communications IncStock957$4.80 萬<0.1%00.0%不變歷史
APHAmphenol CorpCL A375$4.75 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM478$4.46 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock357$4.45 萬<0.1%−132−27.0%減碼歷史
ETNEaton Corp plcStock119$4.24 萬<0.1%−168−58.5%減碼歷史
AGCOAGCO CorpCOM358$4.15 萬<0.1%00.0%不變歷史
CRCrane CoCOMMON STOCK239$4.09 萬<0.1%−169−41.4%減碼歷史
DCIDonaldson Co IncStock478$4.06 萬<0.1%−500−51.1%減碼歷史
CTASCintas CorpStock236$3.99 萬<0.1%−1,440−85.9%減碼歷史
DINOHF Sinclair CorpCOM598$3.73 萬<0.1%+577+2,747.6%加碼歷史
BACBank of America CorpStock765$3.73 萬<0.1%−2,352−75.5%減碼歷史
HLTHilton Worldwide Holdings Inc.COM122$3.71 萬<0.1%−476−79.6%減碼歷史
CVSCVS Health CorpStock478$3.43 萬<0.1%+467+4,245.5%加碼歷史
CTVACorteva, Inc.Stock408$3.42 萬<0.1%−1,577−79.4%減碼歷史
NTRSNorthern Trust CorpCOM239$3.35 萬<0.1%+166+227.4%加碼歷史
AYIAcuity Inc. (DE)Stock119$3.33 萬<0.1%00.0%不變歷史
LUVSouthwest Airlines CoCOM837$3.16 萬<0.1%00.0%不變歷史
RFRegions Financial CorpCOM1,197$3.16 萬<0.1%+1,086+978.4%加碼歷史
SCHWSchwab Charles CorpStock303$2.84 萬<0.1%−71−19.0%減碼歷史
CMCSAComcast CorpStock957$2.75 萬<0.1%−278−22.5%減碼歷史
NVDANVIDIA CorpStock150$2.62 萬<0.1%+120+400.0%加碼歷史

2025 年第 4 季之後清倉（84 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Battery Global Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
ISRGIntuitive Surgical IncCOM NEW40,956$2,713 萬12.8%歷史
LNCLincoln National CorpCOM139,753$234.9 萬1.1%歷史
MUMicron Technology IncStock4,160$201.2 萬0.9%歷史
CMICummins IncStock2,118$99.3 萬0.5%歷史
DGDollar General CorpCOM2,257$35.2 萬0.2%歷史
ROSTRoss Stores, Inc.COM602$23.4 萬0.1%歷史
JCIJohnson Controls International plcStock957$19.8 萬0.1%歷史
CEGConstellation Energy CorpStock1,246$11.7 萬0.1%歷史
USBUS Bancorp DECOM NEW2,623$8.59 萬<0.1%歷史
ORCLOracle CorpStock410$7.65 萬<0.1%歷史
CFGCitizens Financial Group IncCOM520$6.06 萬<0.1%歷史
TSLATesla, Inc.Stock124$5.58 萬<0.1%歷史
DASHDoorDash, Inc.Stock478$4.24 萬<0.1%歷史
IDXXIDEXX Laboratories IncCOM119$3.06 萬<0.1%歷史
CMCCommercial Metals CoStock957$2.86 萬<0.1%歷史
BRK.BBerkshire Hathaway IncStock34$1.71 萬<0.1%歷史
UALUnited Airlines Holdings, Inc.COM70$1.61 萬<0.1%歷史
AXPAmerican Express CoStock33$1.22 萬<0.1%歷史
AVGOBroadcom Inc.Stock31$1.07 萬<0.1%歷史
DTMDT Midstream, Inc.COMMON STOCK408$9,539<0.1%歷史
NFLXNetflix IncStock100$9,376<0.1%歷史
ANETArista Networks, Inc.Stock48$6,289<0.1%歷史
JBLJabil IncStock56$6,162<0.1%歷史
AMDAdvanced Micro Devices IncStock26$5,568<0.1%歷史
STTState Street CorpCOM43$5,547<0.1%歷史
TLRYTilray Brands, Inc.COM CL 2614$5,544<0.1%歷史
MCKMcKesson CorpStock6$4,922<0.1%歷史
GILGildan Activewear Inc.Stock53$4,310<0.1%歷史
UTHRUnited Therapeutics CorpCOM38$4,249<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock20$4,175<0.1%歷史
PMPhilip Morris International Inc.Stock25$4,010<0.1%歷史
GILDGilead Sciences, Inc.Stock13$4,004<0.1%歷史
UBERUber Technologies, IncStock74$3,987<0.1%歷史
CGCarlyle Group Inc.COM65$3,842<0.1%歷史
KLACKLA CorpCOM NEW184$3,798<0.1%歷史
CVNACarvana Co.CL A9$3,798<0.1%歷史
CORCencora, Inc.Stock11$3,715<0.1%歷史
MMM3M CoStock23$3,682<0.1%歷史
SPOTSpotify Technology S.A.Stock6$3,484<0.1%歷史
MARMarriott International IncStock11$3,413<0.1%歷史
FTITechnipFMC plcCOM75$3,342<0.1%歷史
ORLYO Reilly Automotive IncStock17$3,313<0.1%歷史
VMIValmont Industries IncCOM8$3,219<0.1%歷史
RMBSRambus IncCOM32$2,940<0.1%歷史
TFCTruist Financial CorpCOM58$2,854<0.1%歷史
NETCloudflare, Inc.CL A COM46$2,687<0.1%歷史
TRUTransUnionCOM29$2,487<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM50$2,485<0.1%歷史
COFCapital One Financial CorpStock10$2,424<0.1%歷史
PEGAPegasystems IncCOM40$2,389<0.1%歷史
EAElectronic Arts Inc.COM105$2,376<0.1%歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG65$2,332<0.1%歷史
TTWOTake Two Interactive Software IncCOM9$2,304<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999975$2,291<0.1%歷史
IBMInternational Business Machines CorpStock44$2,253<0.1%歷史
MKLMarkel Group Inc.COM1$2,150<0.1%歷史
PANWPalo Alto Networks IncStock22$1,922<0.1%歷史
EXPEExpedia Group, Inc.Stock17$1,895<0.1%歷史
HASHasbro, Inc.COM48$1,796<0.1%歷史
GLGlobe Life Inc.COM27$1,686<0.1%歷史
GEGeneral Electric CoStock85$1,433<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM32$1,284<0.1%歷史
AMAntero Midstream CorpStock71$1,263<0.1%歷史
ABBVAbbVie Inc.Stock5$1,142<0.1%歷史
GEVGE Vernova Inc.Stock25$1,119<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM2$795<0.1%歷史
LLYEli Lilly & CoStock3$613<0.1%歷史
MCOMoodys CorpStock3$533<0.1%歷史
PHINPhinia Inc.COMMON STOCK6$376<0.1%歷史
NWSNews CorpCL B24$323<0.1%歷史
HOODRobinhood Markets, Inc.Stock13$256<0.1%歷史
FASTFastenal CoStock141––歷史
HIGHartford Insurance Group, Inc.Stock254––歷史
MSMorgan StanleyStock21––歷史
ETREntergy CorpCOM2––歷史
KEYKeycorpCOM1,755––歷史
GMGeneral Motors CoCOM3––歷史
EXEExpand Energy CorpCOM482––歷史
DALDelta Air Lines, Inc.COM NEW84––歷史
HRMYHarmony Biosciences Holdings, Inc.COM53––歷史
CNXCNX Resources CorpCOM16––歷史
ELANElanco Animal Health IncCOM1,434––歷史
KODKEastman Kodak CoCOM NEW408––歷史
IDTIdt CorpCL B NEW20––歷史