توزيع القطاعات

04
Technology 15,8%
Financials 10,6%
Healthcare 6,8%
Retail 5,9%
Industrials 5,1%
Communication Services 4,8%
Energy 2,1%
Consumer Discretionary 1,8%
Utilities 1,0%
Consumer Staples 1,0%
Real Estate 0,8%
Consumer products 0,7%
Materials 0,6%
أخرى/غير معينة 43,1%

المحفظة الكاملة 1217 المراكز

05
النوع فترة متتالية اتجاه 8 أرباع
IJH iShares Trust $144877621 6,09% 2482907 $-7899616 صعود ×1
IVV iShares Trust $135500669 5,70% 241147 $-3886517 صعود ×1
AAPL Apple Inc. - Common Stock $103970814 4,37% 468063 $-16158069 هبوط ×1
NVDA NVIDIA Corporation - Common Stock $77544977 3,26% 715491 $-18520868 صعود ×1
MSFT Microsoft Corporation - Common Stock $75291708 3,17% 200569 $-12430658 هبوط ×1
IJR iShares Trust $72656570 3,06% 694813 $-5118670 صعود ×1
SPY SPY $59802228 2,51% 106906 $-4174010 هبوط ×1
BRK-B (تم الإيداع باسم BRKB) Berkshire Hathaway Inc. Class B $51628356 2,17% 96940 $9283575 صعود ×1
AMZN Amazon.com, Inc. - Common Stock $49784393 2,09% 261665 $-7375601 صعود ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $49096927 2,06% 92031 $-3907578 هبوط ×1
JEPI JPMorgan Equity Premium Income ETF $44038619 1,85% 770714 $1760204 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $38886689 1,64% 158527 $-1447231 هبوط ×1
IQLT iShares Trust $36419768 1,53% 917606 $12058482 صعود ×1
IUSV iShares Core S&P U.S. Value ETF $33412339 1,41% 362036 $-263623 هبوط ×1
GOOG Alphabet Inc. - Class C Capital Stock $32025076 1,35% 204986 $-7493940 هبوط ×1
IUSG iShares Core S&P U.S. Growth ETF $29421726 1,24% 231521 $-3118060 هبوط ×1
VEA Vanguard FTSE Developed Markets ETF $25629261 1,08% 504215 $2171541 صعود ×1
PANW Palo Alto Networks, Inc. - Common Stock $23920828 1,01% 140183 $-369377 صعود ×1
MA Mastercard Incorporated Common Stock $23817184 1,00% 43452 $142890 هبوط ×1
META Meta Platforms, Inc. - Class A Common Stock $23589493 0,99% 40928 $-159435 صعود ×1
RTX RTX Corporation Common Stock $21766670 0,92% 164327 $2726822 هبوط ×1
WMT Walmart Inc. - Common Stock $21481934 0,90% 244697 $-2253734 هبوط ×1
DON WisdomTree Trust $21442557 0,90% 433008 $-5335363 هبوط ×1
GOOGL Alphabet Inc. - Class A Common Stock $21125529 0,89% 136611 $-5495389 هبوط ×1
LLY Eli Lilly and Company Common Stock $21102309 0,89% 25550 $4886932 صعود ×1
COST Costco Wholesale Corporation - Common Stock $20339029 0,86% 21505 $664849 صعود ×1
MCD McDonald's Corporation Common Stock $18673958 0,79% 59781 $161118 هبوط ×1
IJK iShares Trust $18662600 0,78% 224095 $3342786 صعود ×1
HD Home Depot, Inc. (The) Common Stock $16635500 0,70% 45391 $-2299498 هبوط ×1
JNJ Johnson & Johnson Common Stock $16266345 0,68% 98084 $1141067 هبوط ×1
VONG Vanguard Russell 1000 Growth ETF $15594195 0,66% 168059 $87728 صعود ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $14989060 0,63% 27438 $-745282 هبوط ×1
DFAT Dimensional ETF Trust $14880615 0,63% 289000 $486602 صعود ×1
V Visa Inc. $14746564 0,62% 42078 $872490 هبوط ×1
TMO Thermo Fisher Scientific Inc Common Stock $14533706 0,61% 29208 $-866980 هبوط ×1
XMHQ Invesco Exchange-Traded Fund Trust $14294424 0,60% 156172 $7374838 صعود ×1
NEE NextEra Energy, Inc. Common Stock $14180982 0,60% 200042 $321100 صعود ×1
DHR Danaher Corporation Common Stock $13859660 0,58% 67608 $-3649736 هبوط ×1
ABT Abbott Laboratories Common Stock $13767440 0,58% 103788 $1740676 هبوط ×1
BX Blackstone Inc. Common Stock $13702506 0,58% 98029 $-2958247 صعود ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $13442372 0,57% 43079 $-1641681 صعود ×1
AXP American Express Company Common Stock $13394977 0,56% 49786 $-1653819 هبوط ×1
TJX TJX Companies, Inc. (The) Common Stock $13262559 0,56% 108888 $772495 صعود ×1
VUG Vanguard Morningstar Growth ETF $13104055 0,55% 35338 $-375337 صعود ×1
XOM Exxon Mobil Corporation Common Stock $12960640 0,55% 108977 $1393526 صعود ×1
LOW Lowe's Companies, Inc. Common Stock $12906400 0,54% 55338 $-882902 هبوط ×1
DFUV Dimensional ETF Trust $12686158 0,53% 307842 $-780079 هبوط ×1
ETN Eaton Corporation, PLC Ordinary Shares $11275238 0,47% 41479 $-1281064 صعود ×1
BLK BlackRock, Inc. Common Stock $11157665 0,47% 11789 $-1258048 هبوط ×1
JPST JPMorgan Ultra-Short Income ETF $10572091 0,44% 208811 $1106571 صعود ×1
ZTS Zoetis Inc. Class A Common Stock $10137458 0,43% 61570 $-1219698 هبوط ×1
AMT American Tower Corporation (REIT) Common Stock $9889473 0,42% 45448 $857735 هبوط ×1
ORCL Oracle Corporation Common Stock $9833290 0,41% 70333 $-3031842 هبوط ×1
MAR Marriott International - Class A Common Stock $9767640 0,41% 41006 $-1845136 هبوط ×1
CRM Salesforce, Inc. Common Stock $9524461 0,40% 35491 $-2454673 هبوط ×1
DIS Walt Disney Company (The) Common Stock $9522123 0,40% 96475 $-1945058 هبوط ×1
SCHW Charles Schwab Corporation (The) Common Stock $9457658 0,40% 120818 $420051 هبوط ×1
IYW iShares U.S. Technology ETF $9340991 0,39% 66512 $-1879211 هبوط ×1
PEP PepsiCo, Inc. - Common Stock $9243050 0,39% 61645 $-276047 هبوط ×1
IWB iShares Russell 1000 ETF $9173408 0,39% 29906 $-429896 صعود ×1
COF Capital One Financial Corporation Common Stock $9151113 0,38% 51038 $-142925 هبوط ×1
VWO Vanguard FTSE Emerging Markets ETF $9030099 0,38% 199516 $347941 صعود ×1
SYK Stryker Corporation Common Stock $8692783 0,37% 23352 $-145015 هبوط ×1
NOW ServiceNow, Inc. Common Stock $8495611 0,36% 10671 $-558875 صعود ×1
WM Waste Management, Inc. Common Stock $8325101 0,35% 35960 $848982 هبوط ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $8250366 0,35% 49701 $-1328690 صعود ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $7877648 0,33% 107501 $523094 هبوط ×1
PG Procter & Gamble Company (The) Common Stock $7789733 0,33% 45709 $-1404651 هبوط ×1
ISRG Intuitive Surgical, Inc. - Common Stock $7771283 0,33% 15691 $654879 صعود ×1
SHBI Shore Bancshares, Inc. - Common Stock $7765218 0,33% 573502 $-1324789
SPGI S&P Global Inc. Common Stock $7489122 0,31% 14739 $708212 صعود ×1
LNG Cheniere Energy, Inc. Common Stock $7481422 0,31% 32331 $654546 صعود ×1
XLK SELECT SECTOR SPDR TRUST $7104153 0,30% 34406 $-1012192 هبوط ×1
CSCO Cisco Systems, Inc. - Common Stock $7025250 0,30% 113843 $-331777 هبوط ×1
XLB XLB $6762069 0,28% 78647 $393175 صعود ×1
EFA iShares Trust $6717154 0,28% 82187 $357613 هبوط ×1
AZN AstraZeneca PLC - American Depositary Shares $6711621 0,28% 91315 $1298583 صعود ×1
ADBE Adobe Inc. - Common Stock $6592882 0,28% 17190 $-3153614 هبوط ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6555562 0,28% 12517 $-120442 هبوط ×1
DFUS Dimensional ETF Trust $6344209 0,27% 104898 $-296147 صعود ×1
IBDS iShares Trust $6031242 0,25% 249431 $305425 صعود ×1
IBDT iShares Trust $6006095 0,25% 237771 $361614 صعود ×1
APD Air Products and Chemicals, Inc. Common Stock $6003527 0,25% 20356 $186351 صعود ×1
IBDR iShares Trust $5954764 0,25% 245963 $244758 صعود ×1
MCHP Microchip Technology Incorporated - Common Stock $5948040 0,25% 122868 $-762025 صعود ×1
ABBV AbbVie Inc. Common Stock $5904128 0,25% 28179 $-402980 هبوط ×1
TT Trane Technologies plc $5866620 0,25% 17413 $-16572 صعود ×1
HON Honeywell International Inc. - Common Stock $5774423 0,24% 27270 $-380628 صعود ×1
IBDU iShares Trust $5759717 0,24% 249015 $331356 صعود ×1
QCOM QUALCOMM Incorporated - Common Stock $5688637 0,24% 37033 $109623 صعود ×1
AVGO Broadcom Inc. - Common Stock $5671873 0,24% 33876 $271216 صعود ×1
IBDW iShares iBonds Dec 2031 Term Corporate ETF $5638481 0,24% 271734 $464188 صعود ×1
QQQ Invesco QQQ Trust, Series 1 $5628664 0,24% 12003 $-823295 هبوط ×1
TMUS T-Mobile US, Inc. - Common Stock $5594163 0,24% 20975 $960674 هبوط ×1
VZ Verizon Communications Inc. Common Stock $5565703 0,23% 122701 $590272 هبوط ×1
IBDV iShares iBonds Dec 2030 Term Corporate ETF $5547049 0,23% 255389 $316818 صعود ×1
XLF SELECT SECTOR SPDR TRUST $5530850 0,23% 111039 $67543 هبوط ×1
LH Labcorp Holdings Inc. Common Stock $5463804 0,23% 23476 $-208427 هبوط ×1
CVX Chevron Corporation Common Stock $5442848 0,23% 32536 $515390 هبوط ×1
IBDX iShares iBonds Dec 2032 Term Corporate ETF $5407511 0,23% 216387 $418238 صعود ×1

أكبر الرهانات الجديدة

09

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمانالقيمةالأسهم% من المحفظة
BRK-A (تم الإيداع باسم BRKA) $4790650 6 0,20%
BINC $538187 10275 0,02%
IHAK $117310 2497 0,00%
DMF $101389 14121 0,00%
FELG $96107 3051 0,00%
CYBR $50700 150 0,00%
SPIP $44475 1686 0,00%
GIB $40631 407 0,00%
FMDE $40116 1280 0,00%
NZF $36409 2977 0,00%
NXJ $34981 2972 0,00%
MUE $34920 3492 0,00%
SPIB $32975 992 0,00%
ESML $32611 849 0,00%
CRK $25323 1245 0,00%

أكبر التحركات (ربع سنوي)

10
الأمانالإجراءالأسهم Δالقيمة Δ
NVDA تم الشراء أكثر +130 -$18.5M
AAPL تقليص -12K -$16.2M
MSFT تقليص -8K -$12.4M
IQLT تم الشراء أكثر +261K +$12.1M
BRK-B (تم الإيداع باسم BRKB) تم الشراء أكثر +4K +$9.3M
IJH تم الشراء أكثر +31K -$7.9M
GOOG تقليص -3K -$7.5M
AMZN تم الشراء أكثر +1K -$7.4M
XMHQ تم الشراء أكثر +86K +$7.4M
GOOGL تقليص -4K -$5.5M