AC

Ackerman Capital Advisors, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$4.9亿

申报季度: 2026-03-31 · 持股只数: 115

Ackerman Capital Advisors, LLC在最新一期 13F 报告中披露了 115 项持股，申报期为 2026-03-31，总持股市值约为 US$4.9亿，季度换手率为 9.2%。

机构性格雪花图

集中度
21.24
持仓稳定性
9.23
动能／逆势
100
行业集中度
64.77
多样化
100
仓位均衡度
77.42

近期动向

  • 减仓 SPYG

    -0.1%　-US$680.9万

  • 加仓 IEMG

    +24.1%　US$285.6万

  • 减仓 MUB

    -5.4%　-US$199.8万

  • 加仓 FNDF

    +6.6%　US$114.1万

  • 加仓 DJP

    -2.6%　US$108.2万

  • 加仓 PICK

    -0.8%　US$87.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 114 大持股（共 115 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长15.29%-1.07%-0.13%
2VTEBVanguard Tax-exempt Bond ETFETF-其他9.78%-0.12%-2.44%
3MUBIshares National Muni Bond EETF-其他6.18%-0.28%-5.36%
4VIGIVanguard Int Div App Indx FdETF-其他5.63%-0.12%-0.71%
5VYMIVanguard Int High Dvd Yld InETF-其他4.80%—-4.71%
6SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长4.77%+0.01%-1.36%
7SCHGSchwab US Large-cap GrowthETF-其他3.84%-0.20%+4.30%
8ACWVIshares Msci Global Min VolETF-其他3.17%—-0.23%
9IVLUIshares Msci International VETF-其他3.08%+0.19%+0.29%
10IEMGIshares Core Msci EmergingETF-新兴市场2.62%+0.63%+24.08%
11PICKIshares Msci Global Metals &ETF-其他2.10%+0.22%-0.80%
12IAUIshares Gold TrustETF-避险与商品1.90%+0.18%-0.46%
13IQLTIshares Msci International QETF-其他1.80%+0.18%+7.61%
14FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他1.75%+0.26%+6.61%
15VWOVanguard Ftse Emerging MarkeETF-新兴市场1.68%—-0.34%
16SCHVSchwab US Large-cap ValueETF-其他1.66%+0.09%+1.06%
17VBRVanguard Small-cap Value ETFETF-其他1.51%—-3.06%
18VGITVanguard Intermediate-term TETF-其他1.50%+0.09%+5.59%
19SUBIshares Short-term NationalETF-其他1.45%+0.12%+7.30%
20BWXState Street Spdr BloombergETF-其他1.44%+0.09%+7.14%
21SCHESchwab Emrg Mrkts Eqty ETFETF-其他1.33%-0.02%-4.40%
22VGLTVanguard Long-term TreasuryETF-政府公债1.27%+0.10%+7.86%
23IUSGIshares Core S&p U.s. GrowthETF-其他1.27%-0.11%-2.49%
24SGOVIshares 0-3 Month Treasury BETF-政府公债1.21%—+0.05%
25VTVVanguard Value ETFETF-其他1.14%—-2.10%
26VBKVanguard Small-cap Grwth ETFETF-其他1.13%—-2.33%
27DJPIpath Bloomberg Commodity InETF-避险与商品1.12%+0.24%-2.65%
28SHMSs Spdr N Ice St Muni ETFETF-其他1.01%—-2.03%
29BSVVanguard Short-term Bond ETFETF-其他0.78%+0.07%+7.62%
30XOMExxon Mobil CORP股票-能源0.67%+0.20%+0.01%
31ETEnergy Transfer LP股票-能源0.67%+0.11%—
32IGIBIshares 5-10y Inv Grade CORPETF-投资级公司债0.64%—+5.49%
33IVVIshares Core S&p 500 ETFETF-大型股与成长0.62%—-0.02%
34EMLCVaneck JPM Em Local Curr BndETF-其他0.54%—+8.45%
35GOOGLAlphabet Inc-cl A股票-通信服务0.52%-0.04%—
36EEMIshares Msci Emerging MarketETF-新兴市场0.51%——
37VIOVVanguard S&p Small-cap 600 VETF-其他0.36%—+7.87%
38FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他0.35%—-1.06%
39CVXChevron CORP股票-能源0.33%+0.09%—
40QUALIshares Msci USA Quality FacETF-其他0.29%—-1.35%
41SCMBSchwab Municipal Bond ETFETF-其他0.28%-0.05%-14.24%
42AAPLApple INC股票-科技0.27%——
43BRK-BBerkshire Hathaway Inc-cl B股票-其他0.26%——
44HGERHarbor Commodity All WeatherETF-避险与商品0.26%+0.07%+7.89%
45MSFTMicrosoft CORP股票-科技0.24%-0.09%-7.14%
46IAGGIshares Intl Aggregate BondETF-其他0.23%—+1.01%
47VTVanguard Tot World Stk ETFETF-其他0.22%—-1.74%
48VVisa Inc-class A Shares股票-金融0.22%——
49VIOGVanguard S&p Sm Cap 600 GrwETF-其他0.21%—+8.20%
50DMBBny Mellon Muni Bnd Infra股票-其他0.20%—+14.60%
1–50 of 114

本季持股变动

Ackerman Capital Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr N Ice Muni Bond ETF (TFI); 清仓: Blackrock Munivest Fund Ii (XMVTX); 清仓: Blackrock Muni INC Tr Ii (BLE); 清仓: Blackrock Invest Qlty Muni (XBKNX); 清仓: BlackRock MuniHoldings Fund, Inc. (MHD).

Ackerman Capital Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IEMGIshares Core Msci Emerging+0.6%+24.08%加仓
2FNDFSchwab Fndmn Intl Lrg Co ETF+0.3%+6.61%加仓
3DJPIpath Bloomberg Commodity In+0.2%-2.65%减仓
4PICKIshares Msci Global Metals &+0.2%-0.80%减仓
5XOMExxon Mobil CORP+0.2%+0.01%加仓
6IVLUIshares Msci International V+0.2%+0.29%加仓
7IQLTIshares Msci International Q+0.2%+7.61%加仓
8IAUIshares Gold Trust+0.2%-0.46%减仓
9MQYBlackrock Muniyield Quality+0.1%+363.20%加仓
10SUBIshares Short-term National+0.1%+7.30%加仓
11ETEnergy Transfer LP+0.1%—不变
12MYIBlackrock Muniyield Qlty Iii+0.1%+293.04%加仓
13VGLTVanguard Long-term Treasury+0.1%+7.86%加仓
14CVXChevron CORP+0.1%—不变
15VGITVanguard Intermediate-term T+0.1%+5.59%加仓
16SCHVSchwab US Large-cap Value+0.1%+1.06%加仓
17BWXState Street Spdr Bloomberg+0.1%+7.14%加仓
18HGERHarbor Commodity All Weather+0.1%+7.89%加仓
19BSVVanguard Short-term Bond ETF+0.1%+7.62%加仓
20TSLATesla INC+0.1%+163.06%加仓
21NUVNuveen Municipal Value+0.1%+184.74%加仓
22PMMPutnam Mgd Muni INC Tr+0.1%+101.50%加仓
23EOGEog Resources INC+0.1%—不变
24MUABlackrock Muniassets Fund+0.1%+81.08%加仓
25SPYVSs Spdr P S&p 500 Value ETF0%-1.36%减仓
26SCHESchwab Emrg Mrkts Eqty ETF0%-4.40%减仓
27GOOGLAlphabet Inc-cl A0%—不变
28LEOBny Mellon Strategic Muni-0.1%-27.77%减仓
29SCMBSchwab Municipal Bond ETF-0.1%-14.24%减仓
30NBHNeuberger Municipal Fund INC-0.1%-25.64%减仓
31MMDNyli Mackay Dt Muni Oppo Fnd-0.1%-34.42%减仓
32MSFTMicrosoft CORP-0.1%-7.14%减仓
33IUSGIshares Core S&p U.s. Growth-0.1%-2.49%减仓
34VTEBVanguard Tax-exempt Bond ETF-0.1%-2.44%减仓
35VIGIVanguard Int Div App Indx Fd-0.1%-0.71%减仓
36SCHGSchwab US Large-cap Growth-0.2%+4.30%加仓
37MUBIshares National Muni Bond E-0.3%-5.36%减仓
38SPYGSs Spdr P S&p 500 Growth ETF-1.1%-0.13%减仓
39TFISs Spdr N Ice Muni Bond ETF—EXIT清仓
40XMVTXBlackrock Munivest Fund Ii—EXIT清仓
41BLEBlackrock Muni INC Tr Ii—EXIT清仓
42XBKNXBlackrock Invest Qlty Muni—EXIT清仓
43MHDBlackRock MuniHoldings Fund, Inc.—EXIT清仓
44BTTBlackrock 2030 Muni Trgt Trm—EXIT清仓
45PMLPimco Municipal Income Fd Ii—NEW新建仓
46BACBank Of America CORP—EXIT清仓
47TRGPTarga Resources CORP—NEW新建仓
48BLKBlackRock, Inc.—EXIT清仓
49TTTrane Technologies plc—NEW新建仓
50XMQTXBlackrock Muniyield Qlty Ii—EXIT清仓

FAQ

Ackerman Capital Advisors, LLC 是什么机构？属于哪种投资人类型？
Ackerman Capital Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.9亿，分布在 115 个已申报仓位之中。
Ackerman Capital Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ackerman Capital Advisors, LLC 按市值排列的前几大持股为： 1. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$7469.1万 (15.3%) 2. Vanguard Tax-exempt Bond ETF (VTEB) — US$4774.5万 (9.8%) 3. Ishares National Muni Bond E (MUB) — US$3016.4万 (6.2%) 4. Vanguard Int Div App Indx Fd (VIGI) — US$2750.3万 (5.6%) 5. Vanguard Int High Dvd Yld In (VYMI) — US$2344.5万 (4.8%)
Ackerman Capital Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ackerman Capital Advisors, LLC 共进行了 46 项显著调整：新建仓 3 个仓位、加仓 19 个既有持股、减仓 15 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Ss Spdr N Ice Muni Bond ETF (TFI); 清仓: Blackrock Munivest Fund Ii (XMVTX); 清仓: Blackrock Muni INC Tr Ii (BLE); 清仓: Blackrock Invest Qlty Muni (XBKNX); 清仓: BlackRock MuniHoldings Fund, Inc. (MHD)
Ackerman Capital Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ackerman Capital Advisors, LLC 的主要板块分布如下： • Energy: 37.5% • Financials: 17.4% • Communication Services: 13.7% • Information Technology: 13.6% • Health Care: 5.5% • Consumer Discretionary: 5.2%