Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/4 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 121
- 較 2025 年第 4 季 +6
- 總值
- $1.88 億
- 較 2025 年第 4 季 +$1,013 萬 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 33,375 | $1,599 萬 | 8.5% | +1,097+3.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 294,471 | $1,147 萬 | 6.1% | +21,408+7.8% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 222,253 | $1,018 萬 | 5.4% | +11,713+5.6% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 91,986 | $768.7 萬 | 4.1% | +128+0.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,212 | $667.5 萬 | 3.5% | +43+0.2% | 加碼 | 歷史 |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 138,179 | $542.6 萬 | 2.9% | +11,961+9.5% | 加碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 53,867 | $516.1 萬 | 2.7% | −1,056−1.9% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 130,220 | $506.0 萬 | 2.7% | +1,891+1.5% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 51,344 | $475.9 萬 | 2.5% | −7,841−13.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,799 | $432.0 萬 | 2.3% | +12,836+10.0% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 76,368 | $403.1 萬 | 2.1% | +4,657+6.5% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 64,932 | $390.3 萬 | 2.1% | −1,175−1.8% | 減碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 47,565 | $359.8 萬 | 1.9% | +40,065+534.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,357 | $354.8 萬 | 1.9% | +445+3.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 64,870 | $320.8 萬 | 1.7% | +21,241+48.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 131,574 | $319.3 萬 | 1.7% | +5,104+4.0% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 36,920 | $290.4 萬 | 1.5% | +2,926+8.6% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 46,131 | $288.1 萬 | 1.5% | +1,662+3.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,673 | $286.2 萬 | 1.5% | +477+1.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 60,635 | $279.3 萬 | 1.5% | +511+0.8% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 28,884 | $266.5 萬 | 1.4% | +12,542+76.7% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 48,671 | $252.8 萬 | 1.3% | +3,774+8.4% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 34,357 | $241.7 萬 | 1.3% | +422+1.2% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 50,735 | $237.1 萬 | 1.3% | +2,935+6.1% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 67,567 | $228.8 萬 | 1.2% | +2,817+4.4% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,834 | $202.4 萬 | 1.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 70,108 | $188.7 萬 | 1.0% | +4,837+7.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,775 | $187.9 萬 | 1.0% | +176+0.7% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 8,435 | $184.5 萬 | 1.0% | −90−1.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 6,972 | $176.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,314 | $169.9 萬 | 0.9% | −300−0.9% | 減碼 | – |
| BCVBancroft Fund Ltd | COM | 73,919 | $159.2 萬 | 0.8% | +150.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,270 | $156.3 萬 | 0.8% | +649+3.9% | 加碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,177 | $151.1 萬 | 0.8% | −300−1.3% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,425 | $150.8 萬 | 0.8% | −149−0.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,504 | $143.3 萬 | 0.8% | +7+0.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,215 | $139.4 萬 | 0.7% | +93+0.8% | 加碼 | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 40,324 | $139.4 萬 | 0.7% | +1,699+4.4% | 加碼 | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 39,994 | $126.3 萬 | 0.7% | −510−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,251 | $120.3 萬 | 0.6% | +322+11.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 28,291 | $113.4 萬 | 0.6% | +10.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,376 | $104.2 萬 | 0.6% | −198−1.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $100.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 20,398 | $98.6 萬 | 0.5% | +2,810+16.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $94.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,922 | $93.8 萬 | 0.5% | +5+0.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $91.5 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $90.5 萬 | 0.5% | 00.0% | 不變 | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 57,529 | $86.4 萬 | 0.5% | −1,356−2.3% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,654 | $83.2 萬 | 0.4% | −37−0.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $82.6 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $79.5 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,971 | $78.1 萬 | 0.4% | +2,726+22.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 8,639 | $76.2 萬 | 0.4% | −330−3.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,270 | $75.9 萬 | 0.4% | −7−0.5% | 減碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 17,344 | $75.2 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $74.9 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,787 | $71.3 萬 | 0.4% | 00.0% | 不變 | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 55,429 | $69.9 萬 | 0.4% | −414−0.7% | 減碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 7,607 | $68.9 萬 | 0.4% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,860 | $68.4 萬 | 0.4% | +243+1.8% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,019 | $67.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $66.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $65.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,005 | $65.6 萬 | 0.3% | +208+26.1% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,226 | $64.5 萬 | 0.3% | −216−1.3% | 減碼 | – |
| Capital Group New Geography14021N105 | SHS | 20,321 | $64.2 萬 | 0.3% | +7,163+54.4% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $63.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $58.5 萬 | 0.3% | 00.0% | 不變 | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,135 | $56.1 萬 | 0.3% | −211−1.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $55.7 萬 | 0.3% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $55.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $54.1 萬 | 0.3% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 12,500 | $53.9 萬 | 0.3% | −2,068−14.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $53.9 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,251 | $53.8 萬 | 0.3% | −8−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,195 | $53.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 10,866 | $53.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,526 | $52.6 萬 | 0.3% | +24+1.0% | 加碼 | 歷史 |
| PNIPIMCO New York Municipal Income Fund II | COM | 75,711 | $51.9 萬 | 0.3% | +75,711 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,311 | $50.1 萬 | 0.3% | +30.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $47.7 萬 | 0.3% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 6,243 | $47.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 34,589 | $47.0 萬 | 0.2% | −1,027−2.9% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 10,043 | $46.9 萬 | 0.2% | +1,066+11.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 9,505 | $45.6 萬 | 0.2% | +639+7.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $44.0 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,008 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $42.7 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 14,417 | $40.5 萬 | 0.2% | −275−1.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,708 | $39.8 萬 | 0.2% | +315+5.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,379 | $39.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,413 | $38.0 萬 | 0.2% | −178−3.2% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 445 | $37.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,089 | $36.3 萬 | 0.2% | +88+2.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $36.0 萬 | 0.2% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,921 | $35.9 萬 | 0.2% | +871+83.0% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,102 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,798 | $34.8 萬 | 0.2% | −22−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $34.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（1 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。