Rincian sektor

04
Technology 23,4%
Financials 9,0%
Healthcare 6,4%
Communication Services 4,9%
Retail 3,7%
Industrials 3,2%
Consumer Discretionary 2,0%
Materials 1,7%
Consumer products 1,2%
Lainnya/Tidak terpetakan 44,4%

Portofolio lengkap 74 posisi

05
Tipe Rentetan Tren 8 kuartal
VOO VANGUARD INDEX FUNDS $21.331.055 8,64% 31.058 $7.110.591 Naik ×1
IJR iShares Trust $18.225.964 7,38% 122.891 $3.131.001 Naik ×4
QQQ Invesco QQQ Trust, Series 1 $14.340.724 5,81% 19.474 $5.086.742 Naik ×1
GBIL Goldman Sachs ETF Trust $11.838.011 4,80% 118.191 $-2.982.695 Turun ×1
SCHM SCHWAB STRATEGIC TRUST $11.514.464 4,67% 312.299 $1.992.530 Naik ×4
NVDA NVIDIA Corporation - Common Stock $11.225.658 4,55% 56.103 $1.064.764 Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $11.005.123 4,46% 23.044 $3.163.669 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $10.152.905 4,11% 28.410 $1.943.051 Turun ×1
SCHF SCHWAB STRATEGIC TRUST $9.625.722 3,90% 347.499 $1.199.015 Naik ×2
ASML ASML Holding N.V. - New York Registry Shares $9.483.660 3,84% 4.767 $3.137.072 Turun ×1
AAPL Apple Inc. - Common Stock $9.410.581 3,81% 32.522 $1.127.372 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $8.559.504 3,47% 35.913 $1.163.420 Naik ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $8.473.907 3,43% 11.104 $3.125.290 Turun ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $7.058.441 2,86% 6.979 $1.128.833 Turun ×1
AMGN Amgen Inc. - Common Stock $5.409.096 2,19% 14.937 $100.647 Turun ×1
MSFT Microsoft Corporation - Common Stock $5.201.413 2,11% 13.944 $49.000 Naik ×6
ISRG Intuitive Surgical, Inc. - Common Stock $5.183.759 2,10% 13.035 $-821.097 Naik ×4
TSLA Tesla, Inc. - Common Stock $5.013.131 2,03% 11.919 $645.068 Naik ×2
IEMG iShares, Inc. $4.576.910 1,85% 55.250 Naik ×1
SCCO Southern Copper Corporation Common Stock $4.303.434 1,74% 24.695 $68.793 Naik ×2
ING ING Group, N.V. Common Stock $4.201.249 1,70% 133.883 $685.984 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $4.139.795 1,68% 12.647 $416.574 Turun ×1
NVS Novartis AG Common Stock $3.774.131 1,53% 24.082 $88.579 Turun ×1
BLK BlackRock, Inc. Common Stock $3.297.220 1,34% 3.429 $3.338 Naik ×5
EMR Emerson Electric Company Common Stock $3.293.776 1,33% 23.009 $271.640 Turun ×1
SONY Sony Group Corporation American Depositary Shares $3.083.944 1,25% 153.736 $-119.464 Turun ×2
CARR Carrier Global Corporation Common Stock $2.692.706 1,09% 36.710 $635.347 Naik ×2
BX Blackstone Inc. Common Stock $2.282.263 0,92% 19.395 $51.415 Turun ×1
IBMQ iShares Trust $1.905.446 0,77% 74.490 $24.754 Naik ×3
IBMO iShares Trust $1.897.715 0,77% 74.014 $-11.834 Turun ×1
IBMP iShares Trust $1.889.687 0,77% 74.339 $-14.593 Turun ×1
IBMR iShares Trust $1.596.879 0,65% 62.894 $-4.905 Turun ×1
IBMS iShares Trust $1.562.208 0,63% 60.387 $26.584 Naik ×3
IBIT iShares Bitcoin Trust ETF $1.549.117 0,63% 46.534 $602.333 Naik ×3
IBDS iShares Trust $1.183.922 0,48% 48.882 $-14.213 Turun ×2
IBDT iShares Trust $1.171.272 0,47% 46.387 $-14.273 Turun ×2
IBDR iShares Trust $915.870 0,37% 37.799 $-257.831 Turun ×2
IBDU iShares Trust $886.264 0,36% 38.267 $-17.038 Turun ×4
GOOG Alphabet Inc. - Class C Capital Stock $812.659 0,33% 2.300 $152.881
IBDV iShares Trust $786.740 0,32% 36.089 $-6.269 Turun ×3
SPY SPY $780.375 0,32% 1.045 $100.770
WULF TeraWulf Inc. - Common Stock $691.600 0,28% 28.000 $431.860 Naik ×2
AVGO Broadcom Inc. - Common Stock $590.046 0,24% 1.562 $106.591
META Meta Platforms, Inc. - Class A Common Stock $512.594 0,21% 910 $-16.626 Turun ×1
JCI Johnson Controls International plc Ordinary Share $484.355 0,20% 3.315 $50.256
LLY Eli Lilly and Company Common Stock $431.795 0,17% 360 $100.678
KLAC KLA Corporation - Common Stock $425.411 0,17% 1.410 $217.801 Naik ×1
AXP American Express Company Common Stock $419.430 0,17% 1.240 $44.355
BCO Brinks Company (The) Common Stock $419.158 0,17% 4.436 $-40.545
ACMR ACM Research, Inc. - Class A Common Stock $380.670 0,15% 3.000 Naik ×1
ODFL Old Dominion Freight Line, Inc. - Common Stock $376.018 0,15% 1.736 $36.804
MRK Merck & Company, Inc. Common Stock (new) $358.901 0,15% 2.793 $22.931
V Visa Inc. $340.688 0,14% 993 $40.564
GWW W.W. Grainger, Inc. Common Stock $336.019 0,14% 247 $66.589
ACWX iShares MSCI ACWI ex U.S. ETF $312.051 0,13% 4.100 $31.324
TDY Teledyne Technologies Incorporated Common Stock $309.442 0,13% 464 $28.717
ORCL Oracle Corporation Common Stock $304.091 0,12% 2.075 $13.549 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $300.926 0,12% 724
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B $300.734 0,12% 601 $12.735
JNJ Johnson & Johnson Common Stock $286.275 0,12% 1.127 $10.742
HD Home Depot, Inc. (The) Common Stock $283.907 0,12% 805 $19.151
COST Costco Wholesale Corporation - Common Stock $277.835 0,11% 297 $-18.105
NOK Nokia Corporation Sponsored American Depositary Shares $265.600 0,11% 20.000 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $265.476 0,11% 457 Naik ×1
INTC Intel Corporation - Common Stock $265.297 0,11% 1.900 Naik ×1
IVV iShares Trust $262.112 0,11% 350 $-67.106 Turun ×1
IBTG iShares Trust $260.740 0,11% 11.391 $-285
SGOV iShares Trust $260.635 0,11% 2.589 $-65.705 Turun ×1
PRI Primerica, Inc. Common Stock $259.475 0,11% 913 $30.787
IBTH iShares Trust $259.335 0,11% 11.593 $-696
IBTI iShares Trust $257.776 0,10% 11.643 $-1.665
CSCO Cisco Systems, Inc. - Common Stock $240.206 0,10% 2.045 Naik ×1
ICSH iShares U.S. ETF Trust $237.119 0,10% 4.688 $-249.744 Turun ×1
ETHA iShares Ethereum Trust ETF $202.130 0,08% 17.000 Naik ×1

Kepemilikan dengan keyakinan

08

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

SekuritasNilai% dari portofolioRentetan
IJR $18.225.964 7,38% naik ×4
SCHM $11.514.464 4,67% naik ×4
MSFT $5.201.413 2,11% naik ×6
ISRG $5.183.759 2,10% naik ×4
BLK $3.297.220 1,34% naik ×5
IBMQ $1.905.446 0,77% naik ×3
IBMS $1.562.208 0,63% naik ×3
IBIT $1.549.117 0,63% naik ×3

Taruhan baru terbesar

09

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

SekuritasNilaiSaham% dari portofolio
IEMG $4.576.910 55.250 1,85%
ACMR $380.670 3.000 0,15%
UNH $300.926 724 0,12%
NOK $265.600 20.000 0,11%
AMD $265.476 457 0,11%
INTC $265.297 1.900 0,11%
CSCO $240.206 2.045 0,10%
ETHA $202.130 17.000 0,08%

Penggerak teratas (QoQ)

10
SekuritasAksiSaham ΔNilai Δ
VOO Beli lebih banyak +7K +$7.1M
QQQ Beli lebih banyak +3K +$5.1M
TSM Dipangkas -159 +$3.2M
ASML Dipangkas -38 +$3.1M
IJR Beli lebih banyak +1K +$3.1M
CRWD Dipangkas -3K +$3.1M
GBIL Dipangkas -30K -$3.0M
SCHM Beli lebih banyak +5K +$2.0M
GOOGL Dipangkas -140 +$1.9M
SCHF Beli lebih banyak +7K +$1.2M

Posisi yang keluar

11

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.

SekuritasKuartalSaham sebelumnyaNilai sebelumnyaHarga sejak keluar
COIN 31 Des. 2025 14.205 $4.794.045 -19,1%
INDA 30 Juni 2026 75.939 $3.556.983
NFLX 31 Maret 2026 35.329 $3.312.447 -30,3%
CRCL 31 Maret 2026 40.279 $3.194.125 -14,8%
GBTC 30 Juni 2026 20.606 $1.087.173 43,0%
IBDQ 30 Sep. 2025 39.515 $994.988
BSCP 31 Des. 2025 38.988 $806.662 Tidak lagi dilacak
ZETA 31 Des. 2025 29.000 $576.230 60,3%
CVNA 31 Maret 2026 1.343 $566.773 -79,7%
FOUR 31 Des. 2025 7.000 $541.800 -42,6%
IBMN 31 Des. 2025 14.994 $401.689
MSTY 30 Sep. 2025 16.000 $354.720 -76,4%
OSCR 31 Des. 2025 17.462 $330.556 115,3%
XOM 30 Juni 2026 1.585 $268.911 20,0%
MP 31 Des. 2025 3.900 $261.573 -7,0%
IREN 31 Des. 2025 5.450 $255.769 10,6%
GPN 31 Des. 2025 3.000 $249.240 1,3%
UBER 31 Des. 2025 2.500 $244.925 -16,6%
UNH 31 Maret 2026 724 $239.007 37,4%
MPLX 31 Des. 2025 4.268 $213.187 5,6%
PG 31 Des. 2025 1.381 $212.262 1,1%
BTC 30 Juni 2026 7.048 $211.370 43,5%
CPRT 30 Juni 2025 3.664 $207.346 -44,5%
CMG 31 Des. 2025 5.284 $207.080 -12,5%
CDW 30 Sep. 2025 1.151 $205.557 -16,3%
PESI 31 Des. 2025 20.100 $203.010 23,6%
TMO 31 Maret 2026 347 $201.069 33,2%
NU 31 Des. 2025 10.000 $160.100 -19,8%