Desglose por sector

04
Technology 18,6%
Financials 7,9%
Healthcare 6,6%
Communication Services 6,0%
Industrials 6,0%
Retail 5,7%
Energy 2,2%
Utilities 1,7%
Materials 1,6%
Consumer Discretionary 1,4%
Consumer Staples 1,2%
Real Estate 0,2%
Consumer products 0,1%
Otro/No mapeado 40,9%

Cartera completa 81 posiciones

05
Tipo Racha Tendencia 8T
IWF iShares Trust $9 088 002 4,53% 73 190 $1 244 374 Subir ×1
IJR iShares Trust $9 020 066 4,50% 60 819 $1 365 429 Bajar ×2
NVDA NVIDIA Corporation - Common Stock $7 923 142 3,95% 39 598 $760 379 Bajar ×4
AAPL Apple Inc. - Common Stock $7 825 886 3,90% 27 046 $737 912 Bajar ×3
RY Royal Bank Of Canada Common Stock $7 442 020 3,71% 35 957 $1 742 996 Subir ×1
AGG iShares Trust $7 185 156 3,58% 72 592 $-163 405 Bajar ×1
GOOG Alphabet Inc. - Class C Capital Stock $7 119 069 3,55% 20 149 $1 033 478 Bajar ×4
PANW Palo Alto Networks, Inc. - Common Stock $6 244 758 3,11% 18 312 $3 148 017 Bajar ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $5 776 161 2,88% 69 887 $-105 295 Bajar ×1
JPST J.P. Morgan Exchange-Traded Fund Trust $5 320 015 2,65% 105 201 $3 203 404 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $5 048 637 2,52% 21 182 $471 592 Bajar ×1
IYW iShares Trust $4 995 920 2,49% 19 807 $1 354 095 Bajar ×2
JPM JP Morgan Chase & Co. Common Stock $4 905 367 2,45% 14 986 $336 180 Bajar ×1
ABBV AbbVie Inc. Common Stock $4 691 954 2,34% 18 646 $467 320 Bajar ×1
MSFT Microsoft Corporation - Common Stock $4 514 475 2,25% 12 103 $-128 752 Bajar ×2
IJH iShares Trust $4 192 625 2,09% 54 372 $494 615 Bajar ×2
USHY iShares Trust $4 107 961 2,05% 110 966 $-76 695 Bajar ×1
AVGO Broadcom Inc. - Common Stock $4 085 555 2,04% 10 816 $448 348 Bajar ×4
V Visa Inc. $3 580 830 1,79% 10 437 $310 291 Bajar ×1
EFA iShares Trust $3 406 848 1,70% 32 796 $176 207 Bajar ×1
COST Costco Wholesale Corporation - Common Stock $3 391 079 1,69% 3 625 $-396 351 Bajar ×2
CAT Caterpillar, Inc. Common Stock $3 314 501 1,65% 3 113 $935 847 Bajar ×4
RSP Invesco Exchange-Traded Fund Trust $3 224 317 1,61% 15 154 $279 497 Bajar ×2
NUE Nucor Corporation Common Stock $3 140 107 1,57% 14 097 $660 086 Bajar ×1
MRK Merck & Company, Inc. Common Stock (new) $3 094 409 1,54% 24 081 $76 814 Bajar ×3
DUK Duke Energy Corporation (Holding Company) Common Stock $3 032 920 1,51% 23 961 $-136 155 Bajar ×2
SHY iShares 1-3 Year Treasury Bond ETF $2 822 449 1,41% 34 374 $-65 106 Bajar ×1
AMGN Amgen Inc. - Common Stock $2 763 338 1,38% 7 631 $-14 518 Bajar ×3
DGRO iShares Trust $2 725 863 1,36% 35 966 $179 733 Bajar ×1
HD Home Depot, Inc. (The) Common Stock $2 690 596 1,34% 7 629 $89 405 Bajar ×1
AMD Advanced Micro Devices, Inc. - Common Stock $2 683 804 1,34% 4 620 $1 743 957
IYE iShares Trust $2 596 689 1,29% 45 886 $-404 429 Bajar ×1
TSLA Tesla, Inc. - Common Stock $2 566 081 1,28% 6 101 $261 974 Bajar ×1
IVV iShares Trust $2 350 410 1,17% 3 139 $283 964 Bajar ×2
CSCO Cisco Systems, Inc. - Common Stock $2 331 933 1,16% 19 853 $789 987 Bajar ×5
PWR Quanta Services, Inc. Common Stock $2 168 040 1,08% 3 011 $478 156 Bajar ×1
GE GE Aerospace Common Stock $2 156 796 1,08% 5 771 $491 917 Bajar ×2
IYM iShares Trust $2 096 910 1,05% 11 680 $15 952 Bajar ×1
PSX Phillips 66 Common Stock $2 041 448 1,02% 12 076 $-262 218 Bajar ×3
XLF SELECT SECTOR SPDR TRUST $1 912 483 0,95% 35 674 $128 745 Bajar ×2
CSX CSX Corporation - Common Stock $1 883 947 0,94% 39 637 $232 177 Bajar ×1
KO Coca-Cola Company (The) Common Stock $1 840 603 0,92% 22 648 $93 430 Bajar ×1
META Meta Platforms, Inc. - Class A Common Stock $1 769 857 0,88% 3 142 $-55 810 Bajar ×1
GRNY Fundstrat Granny Shots US Large Cap ETF $1 674 042 0,83% 60 544 $214 248 Bajar ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $1 544 000 0,77% 1 600 $917 184
XLI SELECT SECTOR SPDR TRUST $1 430 717 0,71% 7 724 $163 562 Bajar ×1
ETHA iShares Ethereum Trust ETF $1 427 466 0,71% 120 056 $-493 774 Bajar ×1
WM Waste Management, Inc. Common Stock $1 335 051 0,67% 5 990 $-93 783 Bajar ×1
XLU XLU $1 288 064 0,64% 28 409 $-30 723 Bajar ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $1 151 650 0,57% 9 871 $-402 282 Bajar ×2
VIS VANGUARD WORLD FUND $1 090 149 0,54% 3 025 $145 683
IBIT iShares Bitcoin Trust ETF $1 016 810 0,51% 30 544 $-172 827 Bajar ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1 016 631 0,51% 2 446 $319 050 Bajar ×4
IYK iShares Trust $967 323 0,48% 13 313 $23 459 Bajar ×1
CVX Chevron Corporation Common Stock $896 596 0,45% 5 409 $-309 010 Bajar ×2
RTX RTX Corporation Common Stock $722 871 0,36% 3 810 $-12 078
XOM Exxon Mobil Corporation Common Stock $656 803 0,33% 4 804 $-158 244
BCRX BioCryst Pharmaceuticals, Inc. - Common Stock $620 500 0,31% 62 050 $-287 556 Bajar ×1
EFAV iShares Trust $619 057 0,31% 7 058 $-25 832
IBM International Business Machines Corporation Common Stock $552 859 0,28% 1 966 $76 320
ZBH Zimmer Biomet Holdings, Inc. Common Stock $538 063 0,27% 6 250 $-27 062
MU Micron Technology, Inc. - Common Stock $512 505 0,26% 444
MPC Marathon Petroleum Corporation Common Stock $482 449 0,24% 1 887 $-61 340 Bajar ×2
LMT Lockheed Martin Corporation Common Stock $462 590 0,23% 908 $-95 262 Bajar ×4
NEE NextEra Energy, Inc. Common Stock $435 076 0,22% 4 957 $-25 330
JNJ Johnson & Johnson Common Stock $418 035 0,21% 1 646 $15 687
IYH iShares Trust $412 380 0,21% 6 154 $33 047
OIH VanEck ETF Trust $388 771 0,19% 1 045 $-33 628
VZ Verizon Communications Inc. Common Stock $382 838 0,19% 9 042 $-206 209 Bajar ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $367 143 0,18% 522 $45 194
GOOGL Alphabet Inc. - Class A Common Stock $359 256 0,18% 1 005 $70 178
QCOM QUALCOMM Incorporated - Common Stock $348 884 0,17% 1 888 $105 747
KIM Kimco Realty Corporation (HC) Common Stock $348 005 0,17% 13 728 $39 537
WMT Walmart Inc. - Common Stock $326 415 0,16% 2 882 $-31 760
DWX SPDR INDEX SHARES FUNDS $306 780 0,15% 6 675 $2 387
PEP PepsiCo, Inc. - Common Stock $268 634 0,13% 1 984 $-39 461
SPSM SPDR SERIES TRUST $258 881 0,13% 4 489 $41 973
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $246 190 0,12% 3 175 $-49 085
KHC The Kraft Heinz Company - Common Stock $229 657 0,11% 9 723 $10 987
PG Procter & Gamble Company (The) Common Stock $217 760 0,11% 1 485 $3 267
MCD McDonald's Corporation Common Stock $209 761 0,10% 776 $-31 412

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
MU $512 505 444 0,26%

Principales movimientos (trimestre a trimestre)

10
ValorMovimientoAcciones ΔValor Δ
JPST Compró más +63K +$3.2M
PANW Reducido -1K +$3.1M
AMD Solo movimiento de precio +0 +$1.7M
RY Compró más +730 +$1.7M
IJR Reducido -758 +$1.4M
IYW Reducido -267 +$1.4M
IWF Compró más +55K +$1.2M
GOOG Reducido -1K +$1.0M
CAT Reducido -245 +$936K
STX Solo movimiento de precio +0 +$917K

Posiciones cerradas

11

Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas

Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.

ValorTrimestreAcciones anterioresValor anteriorPrecio desde la eliminación
TLT 31 de marzo de 2026 22 074 $1 923 970
XLP 30 de septiembre de 2025 20 662 $1 673 002 Ya no se rastrea
BMY 31 de marzo de 2026 24 187 $1 304 647 0,8%
IBB 30 de septiembre de 2025 9 315 $1 178 441 42,2%
XLY 31 de marzo de 2026 7 713 $921 009 Ya no se rastrea
MU 31 de marzo de 2026 811 $231 468 218,2%
ADBE 31 de marzo de 2026 638 $223 294 -2,2%
CRM 31 de marzo de 2026 818 $216 696 25,7%