BLODGETT WEALTH ADVISORS, LLC
CIK 1907826 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $149.2M
- Posisi
- 72
- Per tanggal
- 30 Juni 2026
#7.401 dari 9.443 berdasarkan nilai 13F · top 78.4%
Nilai portofolio QoQ: +18.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 68,63%
- Bobot 25 kepemilikan teratas
- 85,54%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 15,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,66% Perkiraan pembelian $22.083.444 · penjualan $2.284.543
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,9% masih dipegang
- Posisi baru
- 11
- Meningkat
- 28
- Menurun
- 14
- Tertutup
- 3
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
Technology
37,2%
Retail
11,3%
Communication Services
9,9%
Healthcare
5,0%
Financials
3,0%
Industrials
2,7%
Financial Services
1,9%
Consumer Discretionary
1,2%
Consumer products
0,9%
Communications
0,8%
Energy
0,4%
Real Estate
0,3%
Utilities
0,2%
Telecommunication
0,2%
Lainnya/Tidak terpetakan
25,1%
Portofolio lengkap 72 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IWF | $21.040.253 | 14,10% | 169.447 | $3.137.979 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17.917.468 | 12,01% | 89.547 | $2.364.981 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $16.355.368 | 10,96% | 56.523 | $1.867.217 | Turun ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11.187.625 | 7,50% | 31.305 | $2.143.233 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.760.500 | 6,54% | 40.952 | $1.290.783 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8.567.928 | 5,74% | 22.969 | $111.184 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4.532.384 | 3,04% | 3.779 | $1.075.170 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $4.390.011 | 2,94% | 4.693 | $-228.283 | Naik ×1 | ||
| IVV | $4.363.660 | 2,92% | 5.827 | $616.301 | Naik ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $4.308.689 | 2,89% | 5.646 | $1.958.811 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.573.204 | 2,39% | 10.916 | $399.324 | Naik ×3 | ||
| VTV | $2.229.035 | 1,49% | 10.228 | $208.500 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1.988.369 | 1,33% | 27.555 | $184.364 | Naik ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1.977.916 | 1,33% | 5.800 | $1.032.028 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.922.904 | 1,29% | 5.452 | $278.243 | Naik ×1 | ||
| SPY SPY | $1.751.176 | 1,17% | 2.345 | $122.724 | Turun ×1 | ||
| AXP American Express Company Common Stock | $1.706.133 | 1,14% | 5.044 | $180.423 | |||
| BRKA | $1.497.700 | 1,00% | 2 | $61.420 | |||
| AVGO Broadcom Inc. - Common Stock | $1.377.558 | 0,92% | 3.647 | $100.599 | Turun ×5 | ||
| DVY iShares Select Dividend ETF | $1.319.154 | 0,88% | 8.440 | $181.325 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.279.762 | 0,86% | 3.622 | $631.458 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.199.431 | 0,80% | 9.334 | $76.796 | Naik ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $1.160.250 | 0,78% | 16.250 | $224.710 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.135.732 | 0,76% | 2.016 | $-5.668 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $1.116.330 | 0,75% | 4.396 | $41.967 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $967.380 | 0,65% | 2.300 | $112.355 | |||
| PG Procter & Gamble Company (The) Common Stock | $926.765 | 0,62% | 6.320 | $19.681 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $899.785 | 0,60% | 7.660 | $305.550 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $893.421 | 0,60% | 774 | Naik ×1 | |||
| WM Waste Management, Inc. Common Stock | $880.599 | 0,59% | 3.951 | $-221.474 | Turun ×2 | ||
| IWM | $854.781 | 0,57% | 2.845 | $112.021 | Turun ×1 | ||
| MCD McDonald's Corporation Common Stock | $806.575 | 0,54% | 2.984 | $-120.753 | |||
| V Visa Inc. | $629.571 | 0,42% | 1.835 | $74.960 | |||
| INTC Intel Corporation - Common Stock | $624.626 | 0,42% | 4.473 | $393.031 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $623.061 | 0,42% | 2.476 | $149.802 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $591.870 | 0,40% | 3.571 | $-131.379 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $555.350 | 0,37% | 4.760 | $303.017 | Naik ×1 | ||
| SNOW Snowflake Inc. Common Stock | $534.450 | 0,36% | 2.100 | $213.203 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $527.821 | 0,35% | 4.660 | $20.556 | Naik ×2 | ||
| IWR | $479.892 | 0,32% | 4.350 | $56.941 | |||
| CRM Salesforce, Inc. Common Stock | $474.725 | 0,32% | 3.030 | $-73.679 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $466.062 | 0,31% | 633 | $100.769 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460.856 | 0,31% | 965 | $117.836 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $460.540 | 0,31% | 793 | ||||
| ETN Eaton Corporation, PLC Ordinary Shares | $458.079 | 0,31% | 1.075 | Naik ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $455.766 | 0,31% | 4.152 | $55.222 | |||
| IBM International Business Machines Corporation Common Stock | $448.548 | 0,30% | 1.595 | $62.420 | Naik ×1 | ||
| XLK XLK | $447.722 | 0,30% | 2.350 | $135.407 | |||
| CAT Caterpillar, Inc. Common Stock | $442.448 | 0,30% | 415 | $148.094 | |||
| PSA Public Storage Common Stock | $413.803 | 0,28% | 1.300 | $61.659 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $390.271 | 0,26% | 6.350 | $37.719 | |||
| BAC Bank of America Corporation Common Stock | $377.101 | 0,25% | 6.618 | $54.663 | Naik ×3 | ||
| ANET Arista Networks, Inc. Common Stock | $356.748 | 0,24% | 2.100 | $129.605 | Naik ×1 | ||
| IJR | $340.372 | 0,23% | 2.295 | $5.356 | Turun ×1 | ||
| VYM | $332.970 | 0,22% | 2.107 | $20.923 | |||
| ED Consolidated Edison, Inc. Common Stock | $331.890 | 0,22% | 3.000 | $-7.650 | |||
| LRCX Lam Research Corporation - Common Stock | $311.998 | 0,21% | 720 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $306.694 | 0,21% | 1.795 | Naik ×1 | |||
| MUB | $294.772 | 0,20% | 2.739 | $4.027 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $292.208 | 0,20% | 3.167 | $-5.415 | |||
| SOXX SOXX | $288.342 | 0,19% | 450 | Naik ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $270.576 | 0,18% | 6.391 | $-71.062 | Turun ×1 | ||
| TIPX | $267.746 | 0,18% | 14.144 | $-3.678 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $253.408 | 0,17% | 251 | $42.069 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $249.089 | 0,17% | 1.113 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $245.841 | 0,16% | 1.112 | Naik ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $242.633 | 0,16% | 2.125 | $-9.435 | |||
| WFC Wells Fargo & Company Common Stock | $235.194 | 0,16% | 2.846 | $8.623 | |||
| ALL Allstate Corporation (The) Common Stock | $226.043 | 0,15% | 950 | ||||
| GLW Corning Incorporated Common Stock | $223.502 | 0,15% | 875 | Naik ×1 | |||
| VWO | $221.043 | 0,15% | 3.703 | $20.923 | Naik ×1 | ||
| SYY Sysco Corporation Common Stock | $204.771 | 0,14% | 2.450 | ||||
| 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 |
|---|---|---|---|
| MU | $893.421 | 774 | 0,60% |
| AMD | $460.540 | 793 | 0,31% |
| ETN | $458.079 | 1.075 | 0,31% |
| LRCX | $311.998 | 720 | 0,21% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $306.694 | 1.795 | 0,21% |
| SOXX | $288.342 | 450 | 0,19% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $249.089 | 1.113 | 0,17% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $245.841 | 1.112 | 0,16% |
| ALL | $226.043 | 950 | 0,15% |
| GLW | $223.502 | 875 | 0,15% |
| SYY | $204.771 | 2.450 | 0,14% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IWF | Beli lebih banyak | +127K | +$3.1M |
| NVDA | Beli lebih banyak | +370 | +$2.4M |
| GOOGL | Dipangkas | -147 | +$2.1M |
| CRWD | Dipangkas | -373 | +$2.0M |
| AAPL | Dipangkas | -564 | +$1.9M |
| AMZN | Beli lebih banyak | +285 | +$1.3M |
| LLY | Beli lebih banyak | +20 | +$1.1M |
| PANW | Dipangkas | -100 | +$1.0M |
| GOOG | Beli lebih banyak | +1K | +$631K |
| IVV | Beli lebih banyak | +90 | +$616K |
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 |
|---|---|---|---|---|
| AMD | 31 Maret 2025 | 6.257 | $755.784 | 353,6% |
| HON | 30 Juni 2026 | 2.225 | $502.917 | -1,2% |
| QCOM | 30 Juni 2025 | 1.715 | $263.442 | 1,7% |
| XLE | 30 Juni 2026 | 4.250 | $260.355 | Tidak lagi dilacak |
| ANET | 30 Juni 2025 | 3.200 | $247.936 | 79,7% |
| DFAU | 30 Sep. 2025 | 5.712 | $241.961 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.400 | $241.464 | 2,4% |
| DHR | 30 Juni 2026 | 1.170 | $221.832 | 12,6% |
| BX | 31 Maret 2026 | 1.428 | $220.115 | 24,5% |
| ALL | 31 Des. 2025 | 950 | $203.918 | 22,8% |
| PLTR | 31 Des. 2025 | 1.115 | $203.399 | -1,8% |
| SYY | 31 Des. 2025 | 2.450 | $201.733 | 14,2% |
| CVS | 30 Juni 2025 | 2.965 | $200.879 | 36,3% |
| VWO | 31 Des. 2025 | 3.692 | $200.011 | Tidak lagi dilacak |
| CHPTXXXX | 30 Sep. 2025 | 14.370 | $10.107 | Tidak lagi dilacak |
| CARM | 31 Des. 2025 | 24.001 | $6.577 | Tidak lagi dilacak |