توزيع القطاعات

04
Technology 26,6%
Financials 19,6%
Industrials 10,2%
Communication Services 5,5%
Retail 3,7%
Healthcare 3,0%
Energy 2,1%
Consumer Discretionary 1,4%
أخرى/غير معينة 27,9%

المحفظة الكاملة 64 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
SGOV iShares Trust $5032530 4,89% 49980 صعود ×1
NVDA NVIDIA Corporation - Common Stock $4731207 4,60% 29944 $1303381
BOXX EA Series Trust $4483425 4,36% 39789 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $3793596 3,69% 17292 $438780
AVGO Broadcom Inc. - Common Stock $3639832 3,54% 13205 $604578
UBER Uber Technologies, Inc. Common Stock $2755149 2,68% 29530 صعود ×1
INTU Intuit Inc. - Common Stock $2518841 2,45% 3198 صعود ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $2490231 2,42% 7105 $1724970
NFLX Netflix, Inc. - Common Stock $2376956 2,31% 1775 $604121
GEV GE Vernova Inc. Common Stock $2370476 2,30% 4480 صعود ×1
MSFT Microsoft Corporation - Common Stock $2323221 2,26% 4671 صعود ×1
HODL VanEck Bitcoin Trust $2320778 2,26% 76166 $325396
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $2279457 2,22% 85888 صعود ×1
NOW ServiceNow, Inc. Common Stock $2251495 2,19% 2190 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $2202803 2,14% 2984 $-1296759
CLOI VanEck ETF Trust $2092293 2,03% 39515 $-1091430
CRM Salesforce, Inc. Common Stock $2059979 2,00% 7543 $789093
LLY Eli Lilly and Company Common Stock $2031650 1,97% 2606 $723343
SPGI S&P Global Inc. Common Stock $1987619 1,93% 3769 $895823
PGR Progressive Corporation (The) Common Stock $1985294 1,93% 7439 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $1830427 1,78% 24629 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $1789035 1,74% 6171 $978804
V Visa Inc. $1784709 1,73% 5027 $451120
PANW Palo Alto Networks, Inc. - Common Stock $1780163 1,73% 8699 $-781652
FLBL Franklin Senior Loan ETF $1744723 1,70% 72007 صعود ×1
FLRT Pacer Funds Trust $1717015 1,67% 36072 صعود ×1
DELL Dell Technologies Inc. Class C Common Stock $1698868 1,65% 13857 $839178
LVHD Franklin U.S. Low Volatility High Dividend Index ETF $1629565 1,58% 40882 صعود ×1
MTZ MasTec, Inc. Common Stock $1574603 1,53% 9239 صعود ×1
HGER Harbor Commodity All-Weather Strategy ETF $1496653 1,45% 61616 صعود ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1479887 1,44% 6515 $246950
EME EMCOR Group, Inc. Common Stock $1461854 1,42% 2733 صعود ×1
TSLA Tesla, Inc. - Common Stock $1456471 1,42% 4585 $-2375163
AXP American Express Company Common Stock $1447442 1,41% 4538 $-1035699
ALL Allstate Corporation (The) Common Stock $1429052 1,39% 7067 صعود ×1
MA Mastercard Incorporated Common Stock $1268190 1,23% 2257 صعود ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $1219999 1,19% 13030 صعود ×1
EXE Expand Energy Corporation - Common Stock $1199687 1,17% 10259 صعود ×1
GVAL Cambria ETF Trust $1199155 1,17% 44038 صعود ×1
CALF Pacer Funds Trust $1148822 1,12% 28854 صعود ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1141873 1,11% 2242 صعود ×1
EINC VanEck ETF Trust $1130479 1,10% 11454 صعود ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1098775 1,07% 2022 $-496335
GLD SPDR Gold Shares $1080318 1,05% 3544 صعود ×1
WDAY Workday, Inc. - Class A Common Stock $1071360 1,04% 4464 صعود ×1
AAPL Apple Inc. - Common Stock $1006778 0,98% 4907 $-1357511
ICE Intercontinental Exchange Inc. Common Stock $964224 0,94% 5255 صعود ×1
APP Applovin Corporation - Class A Common Stock $963420 0,94% 2752 صعود ×1
EMR Emerson Electric Company Common Stock $950376 0,92% 7128 صعود ×1
ETN Eaton Corporation, PLC Ordinary Shares $930316 0,90% 2606 صعود ×1
BRK-B (تم الإيداع باسم BRKB) Berkshire Hathaway Inc. Class B $697080 0,68% 1435 $-808716
BK The Bank of New York Mellon Corporation Common Stock $667921 0,65% 7331 صعود ×1
XOM Exxon Mobil Corporation Common Stock $660701 0,64% 6129 $-855133
INCM Franklin Income Focus ETF $628883 0,61% 23165 صعود ×1
AJG Arthur J. Gallagher & Co. Common Stock $622240 0,60% 1944 $74150
ANET Arista Networks, Inc. Common Stock $532728 0,52% 5207 $-506254
SPOT Spotify Technology S.A. Ordinary Shares $511048 0,50% 666 صعود ×1
RTX RTX Corporation Common Stock $422144 0,41% 2891 صعود ×1
IBM International Business Machines Corporation Common Stock $407479 0,40% 1382 $172678
PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests $310029 0,30% 16923 صعود ×1
JAAA Janus Henderson AAA CLO ETF $298609 0,29% 5884 صعود ×1
BUFR First Trust Exchange-Traded Fund VIII $271540 0,26% 8539 $-3051214
NXPI NXP Semiconductors N.V. - Common Stock $249576 0,24% 1137 $-95871
VRIG Invesco Variable Rate Investment Grade ETF $201778 0,20% 8055 صعود ×1

أكبر الرهانات الجديدة

09

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمانالقيمةالأسهم% من المحفظة
SGOV $5032530 49980 4,89%
BOXX $4483425 39789 4,36%
UBER $2755149 29530 2,68%
INTU $2518841 3198 2,45%
GEV $2370476 4480 2,30%
MSFT $2323221 4671 2,26%
PYLD $2279457 85888 2,22%
NOW $2251495 2190 2,19%
PGR $1985294 7439 1,93%
PYPL $1830427 24629 1,78%
FLBL $1744723 72007 1,70%
FLRT $1717015 36072 1,67%
LVHD $1629565 40882 1,58%
MTZ $1574603 9239 1,53%
HGER $1496653 61616 1,45%

أكبر التحركات (ربع سنوي)

10
الأمانالإجراءالأسهم Δالقيمة Δ
TSLA تقليص -5K -$2.4M
COIN تم الشراء أكثر +4K +$1.7M
AAPL تقليص -5K -$1.4M
NVDA تم الشراء أكثر +4K +$1.3M
META تقليص -3K -$1.3M
CLOI تقليص -21K -$1.1M
AXP تقليص -4K -$1.0M
JPM تم الشراء أكثر +3K +$979K
SPGI تم الشراء أكثر +2K +$896K
XOM تقليص -8K -$855K

1 position hidden — reported move looks larger than the position itself (data completeness check)