Bouchey Financial Group, Ltd.
CIK 1599054 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.5B
- Posisi
- 191
- Per tanggal
- 30 Juni 2026
#1.823 dari 9.443 berdasarkan nilai 13F · top 19.3%
Nilai portofolio QoQ: +13.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,62%
- Bobot 25 kepemilikan teratas
- 88,89%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 19,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 16,68% Perkiraan pembelian $326.324.984 · penjualan $242.744.910
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,8% masih dipegang
- Posisi baru
- 31
- Meningkat
- 77
- Menurun
- 51
- Tertutup
- 13
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%
Consumer Discretionary
3,7%
Retail
2,0%
Communication Services
0,5%
Industrials
0,5%
Healthcare
0,5%
Financials
0,4%
Consumer Staples
0,2%
Financial Services
0,2%
Energy
0,2%
Communications
0,1%
Materials
0,1%
Real Estate
0,1%
Utilities
0,1%
Telecommunication
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
82,9%
Portofolio lengkap 191 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQM Invesco NASDAQ 100 ETF | $178.148.309 | 11,51% | 588.006 | $24.030.353 | Turun ×1 | ||
| VOO | $173.976.993 | 11,24% | 253.312 | $20.996.736 | Naik ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $108.664.572 | 7,02% | 147.528 | $18.100.532 | Turun ×4 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $84.652.060 | 5,47% | 885.297 | $5.263.189 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $74.514.584 | 4,81% | 257.515 | $6.538.795 | Turun ×1 | ||
| SCHB | $70.211.989 | 4,54% | 2.424.447 | $5.852.419 | Turun ×3 | ||
| FTCB | $61.081.324 | 3,95% | 2.928.857 | $21.314.234 | Naik ×1 | ||
| JCPB | $59.195.091 | 3,82% | 1.261.080 | $16.183.376 | Naik ×4 | ||
| DUHP | $58.157.662 | 3,76% | 1.393.666 | $-24.166.614 | Turun ×1 | ||
| SMH SMH | $54.161.596 | 3,50% | 82.577 | $18.952.231 | Naik ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $50.335.872 | 3,25% | 545.883 | Naik ×1 | |||
| AIPO Defiance AI & Power Infrastructure ETF | $41.466.187 | 2,68% | 1.241.131 | Naik ×1 | |||
| PVAL | $39.360.251 | 2,54% | 772.527 | Naik ×1 | |||
| VO | $38.171.678 | 2,47% | 473.770 | $2.945.876 | Naik ×6 | ||
| Penerbit tidak dikenal (CUSIP: 77926X320) | $34.614.899 | 2,24% | 468.719 | Naik ×1 | |||
| BUFR | $34.043.805 | 2,20% | 931.941 | Naik ×1 | |||
| JEPI | $31.122.701 | 2,01% | 551.039 | $524.341 | Naik ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $30.910.959 | 2,00% | 82.867 | $25.581.472 | Naik ×1 | ||
| RSPT | $30.402.282 | 1,96% | 471.353 | $7.660.953 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $28.087.893 | 1,81% | 117.848 | $885.191 | Naik ×2 | ||
| SCHI | $26.126.139 | 1,69% | 1.153.981 | $-7.351.320 | Turun ×1 | ||
| AGG | $18.089.394 | 1,17% | 182.758 | $-58.725.029 | Turun ×1 | ||
| SPY SPY | $17.679.031 | 1,14% | 23.671 | $1.495.427 | Turun ×1 | ||
| HODL | $16.338.062 | 1,06% | 983.628 | $-3.206.493 | Naik ×2 | ||
| SCHD | $16.329.163 | 1,05% | 514.953 | $-56.586.019 | Turun ×3 | ||
| VGT | $12.672.187 | 0,82% | 106.026 | $2.733.393 | Naik ×1 | ||
| VTI | $10.854.902 | 0,70% | 29.334 | $805.109 | Turun ×4 | ||
| XLK XLK | $9.156.021 | 0,59% | 48.058 | $2.202.398 | Turun ×1 | ||
| BND Vanguard Total Bond Market ETF | $6.960.590 | 0,45% | 94.818 | $-394.129 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $6.311.859 | 0,41% | 31.545 | $1.078.959 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $5.918.045 | 0,38% | 5.127 | $3.857.602 | Naik ×2 | ||
| BRKB | $4.510.516 | 0,29% | 9.014 | $343.618 | Naik ×1 | ||
| GMAR | $4.297.474 | 0,28% | 97.140 | $-186.646 | Turun ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.129.429 | 0,27% | 11.555 | $722.846 | Naik ×5 | ||
| IWM | $3.792.881 | 0,25% | 12.624 | $486.159 | Naik ×1 | ||
| RSP | $3.288.921 | 0,21% | 15.458 | $203.038 | Turun ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.780.741 | 0,18% | 8.495 | $192.200 | Naik ×1 | ||
| VYM | $2.772.166 | 0,18% | 17.542 | $94.077 | |||
| AVGO Broadcom Inc. - Common Stock | $2.725.740 | 0,18% | 7.216 | $514.319 | Naik ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.671.689 | 0,17% | 7.561 | $530.746 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.547.872 | 0,16% | 4.386 | $1.566.289 | Naik ×1 | ||
| SCHX | $2.246.589 | 0,15% | 76.337 | $157.804 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2.203.944 | 0,14% | 5.240 | $650.382 | Naik ×5 | ||
| UNP Union Pacific Corporation Common Stock | $2.184.160 | 0,14% | 8.030 | $243.523 | Naik ×2 | ||
| SCHA | $2.001.133 | 0,13% | 55.387 | $165.339 | Turun ×6 | ||
| JNJ Johnson & Johnson Common Stock | $1.929.118 | 0,12% | 7.596 | $79.158 | Turun ×1 | ||
| SDY | $1.673.980 | 0,11% | 11.000 | $-110.060 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.517.507 | 0,10% | 12.919 | $538.389 | Naik ×6 | ||
| LLY Eli Lilly and Company Common Stock | $1.418.582 | 0,09% | 1.183 | $305.619 | Naik ×3 | ||
| BAC Bank of America Corporation Common Stock | $1.408.740 | 0,09% | 24.723 | $148.166 | Naik ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.406.305 | 0,09% | 7.746 | $195.271 | Naik ×2 | ||
| NUE Nucor Corporation Common Stock | $1.382.438 | 0,09% | 6.191 | $245.907 | Naik ×6 | ||
| SCHM | $1.326.583 | 0,09% | 35.980 | $60.512 | Turun ×1 | ||
| TOTL | $1.301.988 | 0,08% | 32.987 | $-106.511 | Turun ×6 | ||
| GE GE Aerospace Common Stock | $1.289.732 | 0,08% | 3.451 | $357.313 | Naik ×6 | ||
| VTEB | $1.249.782 | 0,08% | 24.709 | $66.058 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.210.477 | 0,08% | 3.432 | $231.461 | Naik ×2 | ||
| GOCT | $1.138.406 | 0,07% | 27.402 | $-16.652.900 | Turun ×1 | ||
| IVV | $1.105.648 | 0,07% | 1.476 | $97.294 | |||
| TRTX TPG RE Finance Trust, Inc. Common Stock | $1.091.413 | 0,07% | 126.761 | $555.330 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.088.595 | 0,07% | 4.326 | $92.651 | Turun ×3 | ||
| VUSB | $1.044.932 | 0,07% | 20.991 | $-60.236 | Turun ×2 | ||
| MCD McDonald's Corporation Common Stock | $1.021.502 | 0,07% | 3.779 | $-116.404 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 02072Q275) | $1.014.487 | 0,07% | 17.822 | $99.562 | |||
| VNQ | $1.005.283 | 0,06% | 10.425 | $38.051 | |||
| GEV GE Vernova Inc. Common Stock | $988.365 | 0,06% | 841 | $249.502 | Naik ×4 | ||
| LRCX Lam Research Corporation - Common Stock | $964.310 | 0,06% | 2.224 | $462.304 | Naik ×2 | ||
| IBM International Business Machines Corporation Common Stock | $938.256 | 0,06% | 3.336 | $208.682 | Naik ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $908.478 | 0,06% | 2.664 | $481.317 | Naik ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $898.530 | 0,06% | 1.595 | $-108.218 | Turun ×1 | ||
| VXF | $876.754 | 0,06% | 3.561 | $111.601 | |||
| IJR | $845.219 | 0,05% | 5.699 | $100.074 | |||
| V Visa Inc. | $835.101 | 0,05% | 2.434 | $185.605 | Naik ×2 | ||
| IGM | $829.351 | 0,05% | 5.070 | $184.599 | |||
| HACK | $798.005 | 0,05% | 7.605 | $229.142 | |||
| ET Energy Transfer LP Common Units | $791.607 | 0,05% | 41.402 | $1.242 | |||
| AMAT Applied Materials, Inc. - Common Stock | $785.178 | 0,05% | 1.086 | $440.276 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $773.957 | 0,05% | 727 | $-247.412 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $701.789 | 0,05% | 1.938 | $52.819 | Naik ×2 | ||
| INTC Intel Corporation - Common Stock | $697.074 | 0,05% | 4.992 | $463.877 | Naik ×1 | ||
| USMV | $693.837 | 0,04% | 7.193 | $18.702 | |||
| VEU | $689.095 | 0,04% | 8.228 | $39.000 | |||
| XOM Exxon Mobil Corporation Common Stock | $683.516 | 0,04% | 4.999 | $-87.051 | Naik ×4 | ||
| MO Altria Group, Inc. | $682.226 | 0,04% | 9.411 | $115.848 | Naik ×6 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $666.976 | 0,04% | 2.239 | Naik ×1 | |||
| WFC Wells Fargo & Company Common Stock | $662.872 | 0,04% | 8.021 | $11.186 | Naik ×1 | ||
| VTV | $624.152 | 0,04% | 2.864 | $19.766 | Turun ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $618.691 | 0,04% | 7.049 | $-43.898 | Naik ×5 | ||
| LMT Lockheed Martin Corporation Common Stock | $614.910 | 0,04% | 1.207 | $-159.771 | Turun ×1 | ||
| EPS | $607.929 | 0,04% | 7.815 | $51.305 | |||
| TQQQ ProShares UltraPro QQQ | $600.534 | 0,04% | 7.414 | $237.054 | Turun ×1 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $595.296 | 0,04% | 10.568 | $-317 | |||
| ILCG | $592.122 | 0,04% | 5.060 | $79.695 | |||
| RTX RTX Corporation Common Stock | $551.055 | 0,04% | 2.904 | $122 | Naik ×4 | ||
| PULS | $540.167 | 0,03% | 10.882 | $-198.972 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $535.143 | 0,03% | 2.560 | $116.288 | Naik ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $516.213 | 0,03% | 1.242 | $208.382 | Naik ×2 | ||
| DE Deere & Company Common Stock | $516.110 | 0,03% | 812 | $56.326 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $513.235 | 0,03% | 4.531 | $-88.809 | Turun ×1 | ||
| XLV XLV | $507.395 | 0,03% | 3.198 | $-605.413 | Turun ×3 | ||
| 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 |
|---|---|---|---|
| VOO | $173.976.993 | 11,24% | naik ×4 |
| DGRW | $84.652.060 | 5,47% | naik ×3 |
| JCPB | $59.195.091 | 3,82% | naik ×4 |
| VO | $38.171.678 | 2,47% | naik ×6 |
| JEPI | $31.122.701 | 2,01% | naik ×6 |
| GOOGL | $4.129.429 | 0,27% | naik ×5 |
| AVGO | $2.725.740 | 0,18% | naik ×3 |
| TSLA | $2.203.944 | 0,14% | naik ×5 |
| CSCO | $1.517.507 | 0,10% | naik ×6 |
| LLY | $1.418.582 | 0,09% | naik ×3 |
| NUE | $1.382.438 | 0,09% | naik ×6 |
| GE | $1.289.732 | 0,08% | naik ×6 |
| GEV | $988.365 | 0,06% | naik ×4 |
| IBM | $938.256 | 0,06% | naik ×3 |
| PANW | $908.478 | 0,06% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BOND | $50.335.872 | 545.883 | 3,25% |
| AIPO | $41.466.187 | 1.241.131 | 2,68% |
| PVAL | $39.360.251 | 772.527 | 2,54% |
| Penerbit tidak dikenal (CUSIP: 77926X320) | $34.614.899 | 468.719 | 2,24% |
| BUFR | $34.043.805 | 931.941 | 2,20% |
| MRVL | $666.976 | 2.239 | 0,04% |
| STX | $377.457 | 391 | 0,02% |
| SOXL | $360.059 | 1.350 | 0,02% |
| TXN | $344.569 | 1.156 | 0,02% |
| CRWD | $335.019 | 439 | 0,02% |
| SNDK | $295.585 | 130 | 0,02% |
| NXPI | $268.011 | 950 | 0,02% |
| QCOM | $267.963 | 1.450 | 0,02% |
| BKAG | $247.422 | 5.898 | 0,02% |
| MMM | $242.380 | 1.497 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AGG | Dipangkas | -589K | -$58.7M |
| SCHD | Dipangkas | -1.8M | -$56.6M |
| DUHP | Dipangkas | -768K | -$24.2M |
| QQQM | Dipangkas | -25K | +$24.0M |
| FTCB | Beli lebih banyak | +1.0M | +$21.3M |
| VOO | Beli lebih banyak | +9K | +$21.0M |
| SMH | Beli lebih banyak | +754 | +$19.0M |
| QQQ | Dipangkas | -891 | +$18.1M |
| JCPB | Beli lebih banyak | +348K | +$16.2M |
| RSPT | Dipangkas | -2K | +$7.7M |
3 posisi disembunyikan (pemeriksaan kelengkapan data)
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 |
|---|---|---|---|---|
| SCHR | 31 Maret 2026 | 1.416.984 | $35.537.964 | Tidak lagi dilacak |
| XDEC | 30 Juni 2025 | 725.828 | $26.707.931 | Tidak lagi dilacak |
| VCSH | 30 Juni 2025 | 336.922 | $26.596.646 | |
| NLR | 30 Juni 2026 | 140.081 | $19.126.668 | Tidak lagi dilacak |
| FDEC | 30 Juni 2025 | 343.670 | $14.916.722 | Tidak lagi dilacak |
| XDEC | 30 Juni 2026 | 35.188 | $1.452.738 | Tidak lagi dilacak |
| TSLX | 30 Sep. 2025 | 30.252 | $720.301 | -17,8% |
| XAUG | 30 Juni 2026 | 17.327 | $656.347 | Tidak lagi dilacak |
| ARCC | 31 Maret 2025 | 22.331 | $488.826 | -10,3% |
| GAUG | 30 Juni 2026 | 12.069 | $478.896 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 1.957 | $461.970 | -1,2% |
| PAYX | 31 Maret 2026 | 3.713 | $416.498 | 34,1% |
| XJUL | 30 Juni 2026 | 10.287 | $407.520 | Tidak lagi dilacak |
| ULST | 31 Des. 2025 | 9.951 | $404.907 | Tidak lagi dilacak |
| VB | 31 Maret 2026 | 1.562 | $402.840 | Tidak lagi dilacak |
| FAST | 30 Juni 2026 | 7.730 | $379.543 | 6,5% |
| GJUL | 30 Juni 2026 | 8.365 | $349.742 | Tidak lagi dilacak |
| DJUL | 30 Juni 2025 | 8.080 | $330.478 | Tidak lagi dilacak |
| GMAY | 30 Juni 2025 | 8.819 | $319.734 | Tidak lagi dilacak |
| XLG | 31 Maret 2025 | 5.732 | $286.371 | Tidak lagi dilacak |
| XJUN | 30 Juni 2026 | 6.361 | $277.530 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 1.353 | $263.714 | -3,1% |
| TPL | 30 Juni 2025 | 194 | $257.049 | 9,5% |
| IMCB | 31 Maret 2025 | 3.360 | $255.864 | Tidak lagi dilacak |
| DJAN | 30 Juni 2025 | 6.734 | $255.690 | Tidak lagi dilacak |
| NOC | 30 Juni 2026 | 369 | $254.821 | 13,6% |
| NFLX | 30 Juni 2026 | 2.387 | $243.594 | 13,0% |
| FDS | 30 Sep. 2025 | 537 | $240.190 | 4,7% |
| SMMU | 30 Juni 2025 | 4.720 | $236.095 | Tidak lagi dilacak |
| AXON | 31 Des. 2025 | 322 | $231.081 | 11,5% |
| CCL | 31 Maret 2025 | 9.201 | $229.289 | 33,0% |
| SPXL | 31 Maret 2025 | 1.344 | $226.733 | Tidak lagi dilacak |
| AXON | 31 Maret 2025 | 374 | $222.276 | 20,4% |
| GNOV | 30 Juni 2025 | 6.473 | $221.960 | Tidak lagi dilacak |
| TMO | 31 Maret 2025 | 425 | $221.248 | 24,5% |
| CRWD | 31 Maret 2026 | 469 | $219.849 | -49,3% |
| SCHG | 31 Maret 2025 | 7.866 | $219.213 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.271 | $219.146 | 2,4% |
| BX | 31 Des. 2025 | 1.279 | $218.518 | -7,1% |
| KO | 30 Sep. 2025 | 3.080 | $218.170 | 37,4% |
| COP | 30 Juni 2026 | 1.752 | $216.367 | 29,7% |
| MGK | 31 Maret 2025 | 624 | $214.288 | Tidak lagi dilacak |
| ADP | 31 Des. 2025 | 726 | $213.597 | 8,6% |
| SRE | 31 Maret 2025 | 2.394 | $210.671 | 21,5% |
| BKNG | 30 Sep. 2025 | 36 | $208.413 | -96,1% |
| TMO | 31 Maret 2026 | 358 | $207.586 | 26,1% |
| DIS | 31 Maret 2025 | 1.860 | $207.489 | 9,5% |
| MCHP | 31 Maret 2025 | 3.604 | $206.690 | 57,5% |
| SCHO | 30 Sep. 2025 | 8.360 | $203.817 | Tidak lagi dilacak |
| GJAN | 30 Juni 2025 | 5.407 | $203.682 | Tidak lagi dilacak |
| FMNY | 31 Maret 2025 | 7.565 | $201.608 | Tidak lagi dilacak |
| ANET | 31 Maret 2025 | 1.820 | $201.165 | 137,3% |
| PLUG | 30 Juni 2026 | 12.551 | $34.390 | -17,0% |