BostonPremier Wealth LLC
CIK 2053783 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $235.5M
- Posisi
- 79
- Per tanggal
- 30 Juni 2026
#5.913 dari 9.443 berdasarkan nilai 13F · top 62.6%
Nilai portofolio QoQ: +21.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 80,73%
- Bobot 25 kepemilikan teratas
- 91,30%
- Posisi di atas 1%
- 13
- Jumlah posisi efektif
- 8,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,28% Perkiraan pembelian $9.281.945 · penjualan $592.099
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 87,8% masih dipegang
- Posisi baru
- 9
- Meningkat
- 41
- Menurun
- 17
- Tertutup
- 4
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
8,5%
Communication Services
1,8%
Retail
1,4%
Industrials
0,9%
Consumer Discretionary
0,7%
Financial Services
0,5%
Consumer Staples
0,4%
Healthcare
0,3%
Communications
0,3%
Energy
0,3%
Financials
0,2%
Telecommunication
0,2%
Consumer products
0,1%
Real Estate
0,1%
Lainnya/Tidak terpetakan
84,5%
Portofolio lengkap 79 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $64.570.616 | 27,42% | 174.496 | $10.135.302 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $36.367.306 | 15,44% | 49.385 | $8.673.425 | Naik ×6 | ||
| IJH | $21.788.539 | 9,25% | 282.564 | $3.299.190 | Naik ×6 | ||
| AVLV | $18.527.123 | 7,87% | 203.126 | $2.739.841 | Naik ×6 | ||
| DFUS | $12.596.720 | 5,35% | 153.731 | $2.229.539 | Naik ×4 | ||
| IJR | $9.650.899 | 4,10% | 65.072 | $1.804.034 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $8.989.353 | 3,82% | 31.066 | $1.076.388 | Turun ×3 | ||
| ARTY | $7.350.591 | 3,12% | 96.515 | $2.878.108 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.576.006 | 2,37% | 27.867 | $1.094.254 | Naik ×1 | ||
| UTES | $4.665.407 | 1,98% | 57.076 | $318.667 | Naik ×3 | ||
| RSP | $3.817.820 | 1,62% | 17.943 | $427.149 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.259.776 | 1,38% | 13.677 | $432.927 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.973.509 | 1,26% | 8.416 | $551.640 | Turun ×1 | ||
| QQXT First Trust NASDAQ-100 Ex-Technology Sector Index Fund | $2.219.720 | 0,94% | 22.739 | $23.723 | Naik ×2 | ||
| VXF | $1.910.819 | 0,81% | 7.761 | $391.801 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.561.688 | 0,66% | 3.713 | $186.213 | Naik ×6 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1.345.227 | 0,57% | 4.018 | $385.964 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.233.994 | 0,52% | 3.308 | $161.131 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.195.513 | 0,51% | 2.058 | $776.854 | |||
| GLD | $1.003.411 | 0,43% | 2.724 | $-190.429 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $992.441 | 0,42% | 2.627 | $258.803 | Naik ×3 | ||
| IVV | $929.229 | 0,39% | 1.241 | $118.852 | |||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $855.022 | 0,36% | 3.096 | $580.577 | Naik ×1 | ||
| FVD | $825.559 | 0,35% | 17.135 | $-45.266 | Turun ×3 | ||
| LMBS First Trust Low Duration Opportunities ETF | $781.755 | 0,33% | 15.704 | $-72.262 | Turun ×3 | ||
| SPY SPY | $715.298 | 0,30% | 958 | $93.263 | Naik ×2 | ||
| PM Philip Morris International Inc Common Stock | $686.901 | 0,29% | 3.797 | $59.270 | Naik ×2 | ||
| DFAC | $681.110 | 0,29% | 15.354 | $85.917 | Naik ×6 | ||
| JNJ Johnson & Johnson Common Stock | $665.361 | 0,28% | 2.620 | $26.830 | Naik ×2 | ||
| USMV | $658.758 | 0,28% | 6.829 | $-4.402 | Turun ×3 | ||
| VLUE | $655.623 | 0,28% | 3.281 | $170.423 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $639.900 | 0,27% | 1.136 | $24.782 | Naik ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $612.078 | 0,26% | 3.603 | $169.702 | |||
| XOM Exxon Mobil Corporation Common Stock | $596.093 | 0,25% | 4.360 | $-315.977 | Turun ×1 | ||
| XT iShares Future Exponential Technologies ETF | $583.820 | 0,25% | 7.065 | $80.006 | Turun ×2 | ||
| VIG | $581.031 | 0,25% | 2.456 | $171.078 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $557.697 | 0,24% | 1.561 | $209.684 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $542.516 | 0,23% | 470 | Naik ×1 | |||
| OEF | $516.933 | 0,22% | 1.413 | $79.270 | Naik ×3 | ||
| FNY First Trust Mid Cap Growth AlphaDEX Fund | $508.740 | 0,22% | 4.589 | $89.123 | Turun ×1 | ||
| STT State Street Corporation Common Stock | $502.983 | 0,21% | 2.966 | $129.110 | Naik ×6 | ||
| IAU | $498.366 | 0,21% | 6.600 | $-83.490 | |||
| XAR | $495.762 | 0,21% | 1.747 | $52.131 | |||
| MAIN Main Street Capital Corporation Common Stock | $428.010 | 0,18% | 8.250 | $-8.910 | |||
| OCTM | $420.265 | 0,18% | 12.508 | $13.380 | |||
| QQQM Invesco NASDAQ 100 ETF | $418.056 | 0,18% | 1.380 | $96.139 | Naik ×3 | ||
| CB Chubb Limited Common Stock | $416.725 | 0,18% | 1.223 | $18.113 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $389.561 | 0,17% | 3.339 | $-37.430 | Naik ×2 | ||
| SCHB | $356.745 | 0,15% | 12.319 | $48.367 | Naik ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $355.975 | 0,15% | 1.176 | $147.456 | Turun ×1 | ||
| GLTR | $340.562 | 0,14% | 1.880 | $-9.609 | Naik ×1 | ||
| IWV | $334.375 | 0,14% | 784 | $98.038 | Naik ×3 | ||
| EQL | $330.979 | 0,14% | 6.561 | $16.554 | Turun ×1 | ||
| IWP | $323.977 | 0,14% | 2.213 | $39.960 | Turun ×2 | ||
| GEV GE Vernova Inc. Common Stock | $313.908 | 0,13% | 267 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $304.830 | 0,13% | 2.079 | $5.260 | Naik ×3 | ||
| JPST | $298.028 | 0,13% | 5.893 | $-18.204 | Turun ×1 | ||
| DMAR | $289.777 | 0,12% | 6.478 | $15.110 | |||
| MO Altria Group, Inc. | $281.679 | 0,12% | 3.915 | $23.554 | Naik ×6 | ||
| ITOT | $278.586 | 0,12% | 1.696 | $37.655 | Naik ×3 | ||
| IWS | $272.650 | 0,12% | 1.656 | $30.591 | Turun ×3 | ||
| VO | $270.715 | 0,11% | 3.360 | $29.484 | Naik ×1 | ||
| RECS | $249.265 | 0,11% | 5.759 | $15.020 | Turun ×1 | ||
| MTUM | $245.659 | 0,10% | 717 | ||||
| RITM Rithm Capital Corp. Common Stock | $239.914 | 0,10% | 25.550 | $-2.300 | |||
| VEU | $237.808 | 0,10% | 2.840 | $37.293 | Naik ×1 | ||
| HACK | $233.241 | 0,10% | 2.223 | ||||
| VZ Verizon Communications Inc. Common Stock | $232.634 | 0,10% | 5.494 | $-41.251 | Naik ×3 | ||
| SCHF | $230.432 | 0,10% | 8.319 | $25.368 | Naik ×1 | ||
| MDY | $219.929 | 0,09% | 313 | ||||
| GMAR | $217.617 | 0,09% | 4.919 | $12.544 | |||
| ESGV | $208.725 | 0,09% | 1.578 | Naik ×1 | |||
| T AT&T Inc. | $205.370 | 0,09% | 9.921 | $-81.425 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $204.522 | 0,09% | 268 | Naik ×1 | |||
| BRKB | $203.659 | 0,09% | 407 | $-12.460 | Turun ×1 | ||
| IDEV | $202.320 | 0,09% | 2.273 | Naik ×1 | |||
| MSIF MSC Income Fund, Inc. Common Stock | $173.927 | 0,07% | 15.033 | $-7.015 | Naik ×1 | ||
| OXSQ Oxford Square Capital Corp. - Closed End Fund | $34.354 | 0,01% | 26.026 | $-11.712 | |||
| CTXR Citius Pharmaceuticals, Inc. - Common Stock | $16.926 | 0,01% | 28.000 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VTI | $64.570.616 | 27,42% | naik ×6 |
| QQQ | $36.367.306 | 15,44% | naik ×6 |
| IJH | $21.788.539 | 9,25% | naik ×6 |
| AVLV | $18.527.123 | 7,87% | naik ×6 |
| DFUS | $12.596.720 | 5,35% | naik ×4 |
| UTES | $4.665.407 | 1,98% | naik ×3 |
| TSLA | $1.561.688 | 0,66% | naik ×6 |
| AVGO | $992.441 | 0,42% | naik ×3 |
| DFAC | $681.110 | 0,29% | naik ×6 |
| META | $639.900 | 0,27% | naik ×6 |
| OEF | $516.933 | 0,22% | naik ×3 |
| STT | $502.983 | 0,21% | naik ×6 |
| QQQM | $418.056 | 0,18% | naik ×3 |
| IWV | $334.375 | 0,14% | naik ×3 |
| PG | $304.830 | 0,13% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +5K | +$10.1M |
| QQQ | Beli lebih banyak | +1K | +$8.7M |
| IJH | Beli lebih banyak | +9K | +$3.3M |
| ARTY | Beli lebih banyak | +395 | +$2.9M |
| AVLV | Beli lebih banyak | +7K | +$2.7M |
| DFUS | Beli lebih banyak | +8K | +$2.2M |
| IJR | Beli lebih banyak | +2K | +$1.8M |
| NVDA | Beli lebih banyak | +2K | +$1.1M |
| AAPL | Dipangkas | -113 | +$1.1M |
| AMD | Hanya pergerakan harga | +0 | +$777K |
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 |
|---|---|---|---|---|
| GOVT | 31 Maret 2025 | 64.868 | $1.490.671 | Tidak lagi dilacak |
| BAC | 31 Des. 2025 | 7.370 | $380.200 | 13,5% |
| AGG | 31 Maret 2025 | 2.933 | $284.248 | Tidak lagi dilacak |
| OKLO | 31 Des. 2025 | 2.517 | $280.973 | -40,1% |
| MTUM | 30 Juni 2025 | 1.202 | $242.956 | Tidak lagi dilacak |
| BSX | 31 Maret 2026 | 2.528 | $241.045 | -21,2% |
| IHAK | 30 Sep. 2025 | 4.370 | $232.512 | Tidak lagi dilacak |
| FTNT | 31 Maret 2026 | 2.925 | $232.274 | 82,9% |
| NFLX | 31 Des. 2025 | 185 | $221.800 | -15,1% |
| HACK | 31 Des. 2025 | 2.479 | $215.141 | Tidak lagi dilacak |
| MTUM | 31 Des. 2025 | 832 | $213.464 | Tidak lagi dilacak |
| GBTC | 31 Maret 2026 | 3.106 | $212.326 | Tidak lagi dilacak |
| MDY | 31 Maret 2025 | 370 | $211.013 | Tidak lagi dilacak |
| NOW | 31 Maret 2026 | 1.365 | $209.104 | 24,0% |
| HACK | 31 Maret 2025 | 2.757 | $205.337 | Tidak lagi dilacak |
| SCHF | 30 Juni 2025 | 10.325 | $204.226 | Tidak lagi dilacak |
| GOOGL | 31 Maret 2025 | 1.076 | $203.697 | 121,2% |
| CIM | 30 Juni 2025 | 13.139 | $168.573 | -16,5% |