Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 124
- 較 2026 年第 1 季 +3
- 總值
- $2.10 億
- 較 2026 年第 1 季 +$2,194 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF092528603 | ETF | 51,301 | $268.5 萬 | 1.3% | +2,630+5.4% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 35,930 | $277.6 萬 | 1.3% | +1,573+4.6% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 71,491 | $287.5 萬 | 1.4% | +3,924+5.8% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,251 | $288.6 萬 | 1.4% | +578+2.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 64,496 | $297.0 萬 | 1.4% | +3,861+6.4% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 130,698 | $315.5 萬 | 1.5% | −876−0.7% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 65,670 | $322.2 萬 | 1.5% | +800+1.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 47,386 | $331.2 萬 | 1.6% | +1,255+2.7% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 40,972 | $377.8 萬 | 1.8% | +12,088+41.9% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 48,362 | $384.1 萬 | 1.8% | −2,982−5.8% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 38,650 | $395.4 萬 | 1.9% | +1,730+4.7% | 加碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 63,195 | $408.9 萬 | 1.9% | −1,737−2.7% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 80,389 | $434.3 萬 | 2.1% | +4,021+5.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 54,070 | $435.6 萬 | 2.1% | +4,642+9.4% | 加碼依 4 比 1 拆股換算 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 57,635 | $436.2 萬 | 2.1% | +10,070+21.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 145,966 | $462.9 萬 | 2.2% | +5,167+3.7% | 加碼 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 53,496 | $511.5 萬 | 2.4% | −371−0.7% | 減碼 | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 146,067 | $572.7 萬 | 2.7% | +7,888+5.7% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 140,672 | $624.0 萬 | 3.0% | +10,452+8.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 91,459 | $814.1 萬 | 3.9% | −527−0.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 23,183 | $828.5 萬 | 3.9% | −29−0.1% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 235,558 | $1,074 萬 | 5.1% | +13,305+6.0% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 313,991 | $1,295 萬 | 6.2% | +19,520+6.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 34,166 | $1,710 萬 | 8.1% | +791+2.4% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。