American Wealth Advisors, LLC
CIK 2095589 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $106.6M
- Posisi
- 42
- Per tanggal
- 30 Juni 2026
#8.252 dari 9.443 berdasarkan nilai 13F · top 87.4%
Nilai portofolio QoQ: +11.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,38%
- Bobot 25 kepemilikan teratas
- 93,43%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 8,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,4% Perkiraan pembelian $1.400.014 · penjualan $404.956
Kepemilikan median: 2,0 kuartal Dilacak Q3 2025–Q2 2026 · 31,3% masih dipegang
- Posisi baru
- 1
- Meningkat
- 17
- Menurun
- 18
- Tertutup
- 93
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Retail
0,9%
Technology
0,9%
Communications
0,7%
Energy
0,6%
Healthcare
0,3%
Communication Services
0,2%
Lainnya/Tidak terpetakan
96,5%
Portofolio lengkap 42 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $28.034.649 | 26,31% | 37.435 | $3.465.172 | Turun ×3 | ||
| IVW | $17.005.440 | 15,96% | 123.649 | $3.011.770 | Turun ×3 | ||
| IVE | $12.911.683 | 12,12% | 56.865 | $886.158 | Turun ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6.002.825 | 5,63% | 73.107 | $-122.409 | Turun ×3 | ||
| VTI | $4.332.522 | 4,07% | 11.708 | $598.316 | Naik ×3 | ||
| STIP | $3.711.197 | 3,48% | 36.327 | $-51.826 | Turun ×2 | ||
| SHYG | $3.624.439 | 3,40% | 85.462 | $62.178 | Naik ×3 | ||
| DVY iShares Select Dividend ETF | $2.954.865 | 2,77% | 18.905 | $221.027 | Naik ×3 | ||
| IWM | $2.814.965 | 2,64% | 9.369 | $474.636 | Turun ×1 | ||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $2.139.089 | 2,01% | 42.468 | $7.829 | Naik ×1 | ||
| DIA | $2.123.680 | 1,99% | 4.065 | $245.956 | Naik ×1 | ||
| IWP | $1.900.024 | 1,78% | 12.977 | $236.627 | Turun ×3 | ||
| IJH | $1.833.718 | 1,72% | 23.781 | $222.069 | Turun ×3 | ||
| IGE | $1.786.703 | 1,68% | 31.803 | $-226.758 | Turun ×2 | ||
| IWR | $1.095.619 | 1,03% | 9.931 | $142.754 | Naik ×2 | ||
| SUB | $1.059.636 | 0,99% | 9.952 | $30 | Naik ×1 | ||
| HDV | $850.905 | 0,80% | 31.044 | $13.452 | Naik ×3 | ||
| IWO | $845.870 | 0,79% | 2.147 | $172.037 | |||
| IWN | $752.795 | 0,71% | 3.403 | $106.305 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $725.103 | 0,68% | 6.173 | $234.350 | Turun ×1 | ||
| IYR | $670.290 | 0,63% | 6.555 | $17.224 | Turun ×1 | ||
| IJJ | $654.196 | 0,61% | 4.428 | $48.135 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $605.706 | 0,57% | 4.430 | $-145.620 | Naik ×3 | ||
| EFA | $571.235 | 0,54% | 5.499 | $39.691 | Naik ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $561.691 | 0,53% | 763 | $121.445 | |||
| FLOT | $547.039 | 0,51% | 10.716 | $6.759 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $545.400 | 0,51% | 3.600 | $-29.520 | |||
| AAPL Apple Inc. - Common Stock | $533.176 | 0,50% | 1.843 | $65.965 | Naik ×3 | ||
| IWS | $487.295 | 0,46% | 2.960 | $53.512 | Turun ×2 | ||
| DGRO | $474.647 | 0,45% | 6.263 | $37.044 | Naik ×1 | ||
| HYG | $470.396 | 0,44% | 5.882 | $9.449 | Naik ×1 | ||
| IJK | $458.453 | 0,43% | 3.902 | $62.257 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $449.456 | 0,42% | 3.219 | ||||
| ICF | $432.755 | 0,41% | 6.399 | $28.805 | Turun ×2 | ||
| BRKB | $420.328 | 0,39% | 840 | $17.800 | |||
| AMZN Amazon.com, Inc. - Common Stock | $362.277 | 0,34% | 1.520 | $45.707 | |||
| QUAL | $358.765 | 0,34% | 1.635 | $45.715 | Naik ×2 | ||
| EFAV | $334.864 | 0,31% | 3.818 | $-26.658 | Turun ×1 | ||
| IJR | $332.813 | 0,31% | 2.244 | $49.225 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $275.797 | 0,26% | 1.086 | $10.596 | Naik ×3 | ||
| TIP | $264.609 | 0,25% | 2.418 | $2.146 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $249.783 | 0,23% | 443 | $-3.683 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| INTC | $449.456 | 3.219 | 0,42% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -178 | +$3.5M |
| IVW | Dipangkas | -68 | +$3.0M |
| IVE | Dipangkas | -88 | +$886K |
| VTI | Beli lebih banyak | +68 | +$598K |
| IWM | Dipangkas | -68 | +$475K |
| DIA | Beli lebih banyak | +11 | +$246K |
| IWP | Dipangkas | -6 | +$237K |
| CSCO | Dipangkas | -152 | +$234K |
| IGE | Dipangkas | -187 | -$227K |
| IJH | Dipangkas | -85 | +$222K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MSFT | 31 Maret 2026 | 525 | $253.912 | 30,5% |
| USMV | 31 Maret 2026 | 2.097 | $197.476 | Tidak lagi dilacak |
| ACWI | 31 Maret 2026 | 1.140 | $161.280 | |
| PFF | 31 Maret 2026 | 5.194 | $160.800 | |
| GLD | 31 Maret 2026 | 400 | $158.524 | Tidak lagi dilacak |
| VV | 31 Maret 2026 | 440 | $138.443 | Tidak lagi dilacak |
| IUSG | 31 Maret 2026 | 792 | $133.060 | |
| BAC | 31 Maret 2026 | 2.196 | $120.802 | 29,0% |
| INTC | 31 Maret 2026 | 3.219 | $118.778 | 106,0% |
| OZK | 31 Maret 2026 | 2.507 | $115.382 | 7,6% |
| MRK | 31 Maret 2026 | 1.013 | $106.622 | 25,0% |
| LQD | 31 Maret 2026 | 940 | $103.535 | Tidak lagi dilacak |
| SPY | 31 Maret 2026 | 150 | $102.523 | Tidak lagi dilacak |
| TSLA | 31 Maret 2026 | 221 | $99.388 | -7,1% |
| IEFA | 31 Maret 2026 | 900 | $80.531 | Tidak lagi dilacak |
| SLV | 31 Maret 2026 | 1.198 | $77.175 | Tidak lagi dilacak |
| AGG | 31 Maret 2026 | 737 | $73.569 | Tidak lagi dilacak |
| PG | 31 Maret 2026 | 490 | $70.265 | -0,1% |
| MUB | 31 Maret 2026 | 625 | $66.993 | Tidak lagi dilacak |
| CVX | 31 Maret 2026 | 431 | $65.745 | 0,5% |
| FXI | 31 Maret 2026 | 1.649 | $63.159 | Tidak lagi dilacak |
| ET | 31 Maret 2026 | 3.419 | $56.382 | 10,0% |
| AVY | 31 Maret 2026 | 301 | $54.683 | 5,0% |
| VOO | 31 Maret 2026 | 80 | $50.234 | Tidak lagi dilacak |
| VO | 31 Maret 2026 | 168 | $48.805 | Tidak lagi dilacak |
| IUSV | 31 Maret 2026 | 473 | $48.524 | |
| KR | 31 Maret 2026 | 774 | $48.358 | -22,9% |
| ITOT | 31 Maret 2026 | 297 | $44.184 | Tidak lagi dilacak |
| IBM | 31 Maret 2026 | 142 | $42.208 | -2,6% |
| MFC | 31 Maret 2026 | 1.152 | $41.806 | 25,0% |
| EPP | 31 Maret 2026 | 778 | $39.280 | Tidak lagi dilacak |
| VTV | 31 Maret 2026 | 189 | $36.161 | Tidak lagi dilacak |
| CAR | 31 Maret 2026 | 253 | $32.426 | -3,3% |
| AMGN | 31 Maret 2026 | 85 | $27.821 | 24,0% |
| VEA | 31 Maret 2026 | 410 | $25.641 | Tidak lagi dilacak |
| SYK | 31 Maret 2026 | 60 | $21.034 | 3,4% |
| FDVV | 31 Maret 2026 | 369 | $20.916 | Tidak lagi dilacak |
| DHR | 31 Maret 2026 | 90 | $20.557 | 13,2% |
| VOT | 31 Maret 2026 | 70 | $19.433 | Tidak lagi dilacak |
| HD | 31 Maret 2026 | 56 | $19.323 | 2,7% |
| IJT | 31 Maret 2026 | 133 | $18.767 | |
| NVDA | 31 Maret 2026 | 100 | $18.659 | 25,7% |
| BOTZ | 31 Maret 2026 | 503 | $18.222 | |
| GOOGL | 31 Maret 2026 | 45 | $14.190 | 19,3% |
| SPG | 31 Maret 2026 | 69 | $12.725 | 19,2% |
| CVS | 31 Maret 2026 | 156 | $12.365 | 30,9% |
| LAMR | 31 Maret 2026 | 94 | $11.884 | 21,6% |
| T | 31 Maret 2026 | 476 | $11.826 | -12,9% |
| XNCR | 31 Maret 2026 | 740 | $11.329 | 122,1% |
| BX | 31 Maret 2026 | 73 | $11.276 | 24,5% |
| TGT | 31 Maret 2026 | 112 | $10.969 | 32,2% |
| VUG | 31 Maret 2026 | 22 | $10.837 | Tidak lagi dilacak |
| ETN | 31 Maret 2026 | 33 | $10.630 | 16,5% |
| VZ | 31 Maret 2026 | 256 | $10.435 | -1,6% |
| EEM | 31 Maret 2026 | 184 | $10.093 | Tidak lagi dilacak |
| XLE | 31 Maret 2026 | 189 | $8.429 | Tidak lagi dilacak |
| EFV | 31 Maret 2026 | 115 | $8.238 | Tidak lagi dilacak |
| CMCSA | 31 Maret 2026 | 244 | $7.293 | -7,2% |
| TMUS | 31 Maret 2026 | 35 | $7.148 | -13,1% |
| EFG | 31 Maret 2026 | 60 | $6.855 | Tidak lagi dilacak |
| NKE | 31 Maret 2026 | 102 | $6.527 | -23,2% |
| BIIB | 31 Maret 2026 | 29 | $5.104 | 20,0% |
| RMD | 31 Maret 2026 | 21 | $4.977 | 2,6% |
| FTV | 31 Maret 2026 | 86 | $4.746 | 6,8% |
| ORGO | 31 Maret 2026 | 900 | $4.662 | -20,0% |
| BABA | 31 Maret 2026 | 32 | $4.639 | -0,1% |
| M | 31 Maret 2026 | 185 | $4.083 | 27,4% |
| TRP | 31 Maret 2026 | 69 | $3.787 | 1,1% |
| VBK | 31 Maret 2026 | 10 | $3.056 | Tidak lagi dilacak |
| VLTO | 31 Maret 2026 | 29 | $2.918 | 13,1% |
| VBR | 31 Maret 2026 | 14 | $2.868 | Tidak lagi dilacak |
| DELL | 31 Maret 2026 | 21 | $2.603 | 164,0% |
| VNT | 31 Maret 2026 | 68 | $2.530 | -7,0% |
| PFE | 31 Maret 2026 | 98 | $2.439 | -0,9% |
| NCLH | 31 Maret 2026 | 100 | $2.232 | -9,9% |
| WBD | 31 Maret 2026 | 75 | $2.162 | 3,3% |
| IEMG | 31 Maret 2026 | 31 | $2.072 | Tidak lagi dilacak |
| IYW | 31 Maret 2026 | 10 | $2.001 | Tidak lagi dilacak |
| DBX | 31 Maret 2026 | 70 | $1.946 | 49,9% |
| AVXL | 31 Maret 2026 | 424 | $1.509 | 6,2% |
| RAL | 31 Maret 2026 | 28 | $1.428 | 58,4% |
| PEP | 31 Maret 2026 | 9 | $1.290 | -8,4% |
| IFRA | 31 Maret 2026 | 13 | $701 | Tidak lagi dilacak |
| EMB | 31 Maret 2026 | 6 | $615 | |
| VNCE | 31 Maret 2026 | 135 | $551 | 152,7% |
| VCIT | 31 Maret 2026 | 5 | $455 | |
| SOBO | 31 Maret 2026 | 14 | $382 | 15,4% |
| ISTB | 31 Maret 2026 | 8 | $367 | |
| VCSH | 31 Maret 2026 | 4 | $345 | |
| NIO | 31 Maret 2026 | 50 | $255 | -24,0% |
| ILTB | 31 Maret 2026 | 4 | $217 | Tidak lagi dilacak |
| VTRS | 31 Maret 2026 | 11 | $138 | 19,8% |
| IEP | 31 Maret 2026 | 0 | $1 | -13,2% |