Platform Wealth Management, LLC
CIK 2110622 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $273.3M
- المراكز
- 57
- حتى تاريخ
- 30 يونيو، 2026
#5456 من 9443 حسب قيمة 13F · أعلى 57.8%
قيمة المحفظة ربع سنويًا: +8.2% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 66,16%
- وزن أكبر 25 مقتنية
- 89,97%
- المراكز فوق 1%
- 25
- العدد الفعلي للمراكز
- 15,1
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q2 2026: 1,78% تقدير المشتريات $11360472 · المبيعات $4674726
- مراكز جديدة
- 3
- زيادة
- 13
- انخفض
- 29
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
13,8%
Communication Services
10,6%
Retail
8,5%
Consumer Staples
4,9%
Consumer Discretionary
3,4%
Financial Services
3,0%
Healthcare
2,0%
Financials
1,4%
Consumer products
0,3%
Industrials
0,3%
Utilities
0,1%
أخرى/غير معينة
51,6%
المحفظة الكاملة 57 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48597106 | 17,78% | 1095516 | $7721084 | |||
| AAPL Apple Inc. - Common Stock | $29940507 | 10,96% | 103471 | $710554 | |||
| AVUV | $15928778 | 5,83% | 127675 | $3738396 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $14410231 | 5,27% | 40323 | $1775673 | |||
| DFAU | $13996241 | 5,12% | 270773 | $3324627 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13608152 | 4,98% | 38514 | $1064625 | |||
| AVO Mission Produce, Inc. - Common Stock | $12328838 | 4,51% | 1045703 | $198683 | |||
| DFAI | $12171372 | 4,45% | 295064 | $1800581 | |||
| AMZN Amazon.com, Inc. - Common Stock | $10448826 | 3,82% | 43840 | $-125038 | |||
| COST Costco Wholesale Corporation - Common Stock | $9393054 | 3,44% | 10041 | $559243 | |||
| MAR Marriott International - Class A Common Stock | $5899052 | 2,16% | 15918 | $791571 | |||
| DFGR | $5846104 | 2,14% | 201799 | $733370 | |||
| DFAT | $5829942 | 2,13% | 83404 | $821344 | |||
| DFAX | $5079929 | 1,86% | 137892 | $171224 | |||
| BLK BlackRock, Inc. Common Stock | $4702028 | 1,72% | 4890 | $-735299 | |||
| DFUV | $4408331 | 1,61% | 80137 | $1087560 | |||
| CVS CVS Health Corporation Common Stock | $4406970 | 1,61% | 42600 | $1026234 | |||
| CRM Salesforce, Inc. Common Stock | $4305643 | 1,58% | 27484 | $-2977528 | |||
| DFEM | $4282037 | 1,57% | 105365 | $811921 | |||
| DFUS | $4217452 | 1,54% | 51470 | $-16765 | |||
| AVDV | $4160409 | 1,52% | 40373 | $468454 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3232556 | 1,18% | 21337 | $-45021 | |||
| DFAE | $3106946 | 1,14% | 77268 | $617100 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2819153 | 1,03% | 8613 | $17318 | |||
| DFNM | $2757879 | 1,01% | 57058 | $1380743 | |||
| DFIV | $2456123 | 0,90% | 45467 | $128490 | |||
| CME CME Group Inc. - Class A Common Stock | $2112460 | 0,77% | 9566 | $-499823 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2112369 | 0,77% | 16975 | $-2442024 | |||
| AVUS | $1956934 | 0,72% | 15279 | $561361 | |||
| NKE Nike, Inc. Common Stock | $1692697 | 0,62% | 41235 | $-934385 | |||
| FISV Fiserv, Inc. - Common Stock | $1450261 | 0,53% | 29567 | $-535754 | |||
| DFIC | $1392108 | 0,51% | 37362 | $247726 | |||
| SBUX Starbucks Corporation - Common Stock | $1386003 | 0,51% | 13563 | $216505 | |||
| EA Electronic Arts Inc. - Common Stock | $1012488 | 0,37% | 4938 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $953487 | 0,35% | 7042 | $-58473 | |||
| PG Procter & Gamble Company (The) Common Stock | $948174 | 0,35% | 6466 | $19382 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $857051 | 0,31% | 8980 | $48400 | |||
| VOO | $830769 | 0,30% | 1210 | $86203 | |||
| BRKA | $748850 | 0,27% | 1 | $-5950 | |||
| DFSD | $678075 | 0,25% | 14201 | $-412883 | |||
| CWBC Community West Bancshares - Common Stock | $665886 | 0,24% | 24791 | $108088 | |||
| JNJ Johnson & Johnson Common Stock | $638595 | 0,23% | 2514 | $117572 | |||
| MSFT Microsoft Corporation - Common Stock | $589907 | 0,22% | 1581 | $-187971 | |||
| DISV | $538946 | 0,20% | 13430 | $-66812 | |||
| DE Deere & Company Common Stock | $475748 | 0,17% | 750 | $123312 | |||
| AVGO Broadcom Inc. - Common Stock | $455189 | 0,17% | 1205 | $-65692 | |||
| MCD McDonald's Corporation Common Stock | $443154 | 0,16% | 1639 | $-64935 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $403003 | 0,15% | 1215 | $-26805 | |||
| DFSV | $361988 | 0,13% | 9332 | $5033 | |||
| ABBV AbbVie Inc. Common Stock | $354561 | 0,13% | 1409 | $32619 | |||
| NVDA NVIDIA Corporation - Common Stock | $305752 | 0,11% | 1528 | $6046 | |||
| GLW Corning Incorporated Common Stock | $297574 | 0,11% | 1165 | صعود ×1 | |||
| VLUE | $287926 | 0,11% | 1441 | صعود ×1 | |||
| IVLU | $284669 | 0,10% | 6807 | $-25020 | |||
| BRKB | $280719 | 0,10% | 561 | $-15342 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $230900 | 0,08% | 2845 | $2446 | |||
| LOW Lowe's Companies, Inc. Common Stock | $220490 | 0,08% | 1000 | $-20670 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| EA | $1012488 | 4938 | 0,37% |
| GLW | $297574 | 1165 | 0,11% |
| VLUE | $287926 | 1441 | 0,11% |
أكبر التحركات (ربع سنوي)
| الأمان | الإجراء | الأسهم Δ | القيمة Δ |
|---|---|---|---|
| DFAC | تم الشراء أكثر | +63K | +$7.7M |
| AVUV | تم الشراء أكثر | +8K | +$3.7M |
| DFAU | تم الشراء أكثر | +43K | +$3.3M |
| CRM | تقليص | -9 | -$3.0M |
| ACN | حركة السعر فقط | +0 | -$2.4M |
| DFAI | تم الشراء أكثر | +23K | +$1.8M |
| GOOGL | تقليص | -43 | +$1.8M |
| DFNM | تم الشراء أكثر | +28K | +$1.4M |
| DFUV | تم الشراء أكثر | +9K | +$1.1M |
| GOOG | تقليص | -1K | +$1.1M |