Berman McAleer LLC
- SEC CIK
- 0002094332
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 175
- 較 2026 年第 1 季 +13
- 總值
- $8.64 億
- 較 2026 年第 1 季 +$1.31 億 (+17.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STNEStoneCo Ltd. | COM | 10,762 | $11.7 萬 | <0.1% | +10,762 | 新進 | 歷史 |
| IMRXImmuneering Corp | CLASS A COM | 25,000 | $12.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 25,000 | $12.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BGCBGC Group, Inc. | CL A | 15,000 | $16.0 萬 | <0.1% | +5,000+50.0% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 14,777 | $18.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 11,595 | $19.0 萬 | <0.1% | +11,595 | 新進 | – |
| DNPDNP Select Income Fund Inc | COM | 17,821 | $19.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 6,700 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,106 | $20.4 萬 | <0.1% | +1,106 | 新進 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 1,780 | $20.8 萬 | <0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 781 | $21.1 萬 | <0.1% | −72−8.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,396 | $21.1 萬 | <0.1% | +31+2.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,012 | $21.2 萬 | <0.1% | +1,012 | 新進 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 3,250 | $21.3 萬 | <0.1% | +3,250 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 710 | $21.3 萬 | <0.1% | +710 | 新進 | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 2,775 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 969 | $21.4 萬 | <0.1% | +16+1.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,321 | $21.4 萬 | <0.1% | −299−18.5% | 減碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 2,080 | $21.5 萬 | <0.1% | +2,080 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,679 | $21.7 萬 | <0.1% | +6+0.2% | 加碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 11,540 | $22.1 萬 | <0.1% | +40+0.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 211 | $22.5 萬 | <0.1% | +211 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 3,100 | $23.5 萬 | <0.1% | +3,100 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 958 | $23.6 萬 | <0.1% | +958 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 4,572 | $24.0 萬 | <0.1% | 00.0% | 不變 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 4,550 | $24.0 萬 | <0.1% | +4,550 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 422 | $24.5 萬 | <0.1% | +422 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 13,215 | $24.5 萬 | <0.1% | +13,215 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 14,775 | $24.6 萬 | <0.1% | +14,775 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 323 | $24.6 萬 | <0.1% | +323 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 683 | $24.7 萬 | <0.1% | +21+3.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,522 | $25.3 萬 | <0.1% | +887+9.2% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,628 | $25.4 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 2,493 | $25.5 萬 | <0.1% | +2,493 | 新進 | – |
| Tidal Trust II88636J600 | ROUNDHILL GENER | 2,600 | $25.7 萬 | <0.1% | +2,600 | 新進 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 3,410 | $26.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 3,450 | $26.3 萬 | <0.1% | +3,450 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 283 | $26.5 萬 | <0.1% | +7+2.5% | 加碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 7,200 | $26.6 萬 | <0.1% | +7,200 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,675 | $27.0 萬 | <0.1% | +20+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 745 | $27.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 13,535 | $28.0 萬 | <0.1% | +193+1.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 574 | $28.5 萬 | <0.1% | +17+3.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 894 | $29.5 萬 | <0.1% | +30+3.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,190 | $29.6 萬 | <0.1% | +9+0.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,595 | $30.5 萬 | <0.1% | +18+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 783 | $32.5 萬 | <0.1% | −99−11.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 2,500 | $33.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 668 | $34.3 萬 | <0.1% | +26+4.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 305 | $35.2 萬 | <0.1% | +305 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 7,017 | $35.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OLNOLIN Corp | Stock | 18,228 | $36.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,921 | $36.4 萬 | <0.1% | +16+0.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,156 | $37.1 萬 | <0.1% | +118+2.3% | 加碼 | 歷史 |
| LIONLionsgate Studios Corp. | COM | 24,512 | $37.5 萬 | <0.1% | −7,292−22.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,978 | $38.2 萬 | <0.1% | 00.0% | 不變 | – |
| TROWPrice T Rowe Group Inc | Stock | 3,411 | $38.8 萬 | <0.1% | +6+0.2% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,648 | $39.2 萬 | <0.1% | +22+1.4% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 4,580 | $39.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,260 | $41.1 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 3,223 | $41.4 萬 | <0.1% | +75+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,736 | $42.2 萬 | <0.1% | +30+1.8% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,524 | $43.6 萬 | 0.1% | −3,855−46.0% | 減碼 | – |
| LRCXLam Research Corp | Stock | 1,008 | $43.7 萬 | 0.1% | +58+6.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,002 | $44.0 萬 | 0.1% | +92+3.2% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,775 | $44.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 609 | $44.8 萬 | 0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 3,221 | $45.1 萬 | 0.1% | +126+4.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,177 | $46.7 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,815 | $47.3 萬 | 0.1% | +22+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,563 | $48.8 萬 | 0.1% | +73+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,880 | $50.7 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| COFCapital One Financial Corp | Stock | 2,529 | $50.7 萬 | 0.1% | +60+2.4% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,352 | $52.0 萬 | 0.1% | +1,152+36.0% | 加碼依 8 比 1 拆股換算 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 552 | $53.3 萬 | 0.1% | −109−16.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,138 | $53.8 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,979 | $53.9 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,778 | $54.1 萬 | 0.1% | +73+0.6% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 1,478 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 5,840 | $56.2 萬 | 0.1% | +29+0.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,159 | $56.9 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,543 | $58.7 萬 | 0.1% | −52−1.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,495 | $59.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,207 | $61.6 萬 | 0.1% | +558+15.3% | 加碼 | – |
| BACBank of America Corp | Stock | 11,432 | $65.1 萬 | 0.1% | +75+0.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,321 | $67.4 萬 | 0.1% | +2,874+27.5% | 加碼 | – |
| SBACSba Communications Corp | CL A | 3,840 | $67.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 6,486 | $69.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 4,355 | $71.2 萬 | 0.1% | +10+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 595 | $71.3 萬 | 0.1% | +24+4.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,704 | $71.7 萬 | 0.1% | +93+5.8% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 7,372 | $72.0 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,913 | $72.3 萬 | 0.1% | +172+9.9% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,454 | $74.0 萬 | 0.1% | +16+1.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,875 | $74.3 萬 | 0.1% | −60−0.7% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 685 | $77.6 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 675 | $79.3 萬 | 0.1% | +7+1.0% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 7,308 | $80.5 萬 | 0.1% | −81−1.1% | 減碼 | – |
| EMREmerson Electric Co | Stock | 5,676 | $81.3 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 4,386 | $83.2 萬 | 0.1% | +55+1.3% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HLHecla Mining Co | COM | 14,034 | $26.1 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 4,634 | $25.0 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,020 | $23.1 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 369 | $22.3 萬 | <0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,137 | $21.9 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 2,250 | $21.6 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 4,450 | $21.6 萬 | <0.1% | – |