Boyd Wealth Management, LLC
CIK 1846114 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $264.2M
- Posisi
- 47
- Per tanggal
- 30 Juni 2026
#5.563 dari 9.443 berdasarkan nilai 13F · top 58.9%
Nilai portofolio QoQ: +11.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 77,40%
- Bobot 25 kepemilikan teratas
- 95,27%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 11,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 17,13% Perkiraan pembelian $48.765.980 · penjualan $42.889.452
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 73,4% masih dipegang
- Posisi baru
- 3
- Meningkat
- 26
- Menurun
- 15
- 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
1,7%
Industrials
0,6%
Communication Services
0,3%
Retail
0,2%
Consumer products
0,2%
Financials
0,2%
Energy
0,2%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
96,6%
Portofolio lengkap 47 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $57.321.556 | 21,70% | 83.461 | $7.219.527 | Turun ×1 | ||
| SCHF | $22.747.983 | 8,61% | 821.227 | $2.566.803 | Naik ×4 | ||
| SPYG | $21.965.673 | 8,31% | 184.601 | $-207.613 | Turun ×1 | ||
| SCHE | $16.882.264 | 6,39% | 465.589 | $9.257.876 | Naik ×2 | ||
| BIV | $16.573.950 | 6,27% | 216.088 | $5.936.848 | Naik ×2 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $15.545.482 | 5,88% | 206.584 | Naik ×1 | |||
| HYDB | $15.148.990 | 5,73% | 323.904 | $1.727.784 | Naik ×1 | ||
| IJR | $15.007.770 | 5,68% | 101.192 | $9.959.362 | Naik ×1 | ||
| IVV | $11.718.569 | 4,44% | 15.648 | $1.425.992 | Turun ×6 | ||
| VTV | $11.562.930 | 4,38% | 53.058 | $-11.574.936 | Turun ×1 | ||
| IJH | $8.953.630 | 3,39% | 116.115 | $1.343.026 | Naik ×3 | ||
| SCHG | $5.189.804 | 1,96% | 153.363 | $663.468 | Turun ×1 | ||
| IEFA | $5.109.951 | 1,93% | 52.909 | $573.131 | Naik ×1 | ||
| MGV | $4.661.104 | 1,76% | 28.517 | $519.593 | Turun ×4 | ||
| VO | $3.865.990 | 1,46% | 47.983 | $401.163 | Naik ×1 | ||
| VB | $3.540.138 | 1,34% | 11.679 | $471.221 | Turun ×2 | ||
| IWL | $2.547.686 | 0,96% | 13.775 | $287.987 | Turun ×4 | ||
| IEMG | $2.470.040 | 0,93% | 29.817 | $390.304 | |||
| VUG | $2.211.300 | 0,84% | 25.671 | $349.701 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.829.861 | 0,69% | 9.145 | $1.402.736 | Naik ×2 | ||
| SPYX | $1.807.949 | 0,68% | 29.590 | $72.966 | Turun ×2 | ||
| IUSV iShares Core S&P U.S. Value ETF | $1.462.265 | 0,55% | 13.275 | $6.538 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.387.150 | 0,53% | 4.794 | $187.630 | Naik ×2 | ||
| JMUB | $1.089.994 | 0,41% | 21.518 | $627.137 | Naik ×1 | ||
| VTEB | $1.075.280 | 0,41% | 21.259 | $-237.974 | Turun ×1 | ||
| AGG | $1.008.492 | 0,38% | 10.189 | $-400.710 | Turun ×5 | ||
| FMHI First Trust Municipal High Income ETF | $895.756 | 0,34% | 18.473 | $77.973 | Naik ×4 | ||
| DE Deere & Company Common Stock | $885.525 | 0,34% | 1.396 | $100.285 | Naik ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $851.124 | 0,32% | 4.525 | $120.279 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $785.948 | 0,30% | 5.363 | $-1.826 | Naik ×3 | ||
| VXUS Vanguard Total International Stock ETF | $724.613 | 0,27% | 8.476 | $71.029 | |||
| SCHX | $657.554 | 0,25% | 22.343 | $84.500 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $651.911 | 0,25% | 1.824 | $139.140 | Naik ×2 | ||
| SPY SPY | $618.326 | 0,23% | 828 | $79.844 | |||
| EMR Emerson Electric Company Common Stock | $573.602 | 0,22% | 4.007 | $49.522 | Naik ×1 | ||
| SPTI | $570.782 | 0,22% | 20.105 | $-1.514 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $544.845 | 0,21% | 2.286 | $79.778 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $539.342 | 0,20% | 3.678 | $11.847 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $526.467 | 0,20% | 1.608 | $60.115 | Naik ×2 | ||
| BRKB | $480.875 | 0,18% | 961 | $28.031 | Naik ×1 | ||
| EFAX | $416.030 | 0,16% | 7.687 | $9.790 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $399.209 | 0,15% | 2.920 | $-91.601 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $376.540 | 0,14% | 1.339 | $53.434 | Naik ×1 | ||
| EEMX | $297.116 | 0,11% | 5.487 | ||||
| USHY | $246.599 | 0,09% | 6.661 | $21.763 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $228.605 | 0,09% | 647 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $226.411 | 0,09% | 2.786 | $18.801 | Naik ×1 | ||
| 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.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTV | Dipangkas | -65K | -$11.6M |
| IJR | Beli lebih banyak | +61K | +$10.0M |
| SCHE | Beli lebih banyak | +234K | +$9.3M |
| VOO | Dipangkas | -385 | +$7.2M |
| BIV | Beli lebih banyak | +78K | +$5.9M |
| SCHF | Beli lebih banyak | +6K | +$2.6M |
| HYDB | Beli lebih banyak | +35K | +$1.7M |
| IVV | Dipangkas | -109 | +$1.4M |
| NVDA | Beli lebih banyak | +7K | +$1.4M |
| IJH | Beli lebih banyak | +3K | +$1.3M |
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 |
|---|---|---|---|---|
| ISTB | 30 Juni 2026 | 277.861 | $13.465.144 | |
| HYLB | 31 Maret 2026 | 347.777 | $12.808.627 | Tidak lagi dilacak |
| ISTB | 31 Maret 2025 | 244.111 | $11.661.182 | |
| IAGG | 30 Juni 2026 | 165.810 | $8.297.146 | Tidak lagi dilacak |
| SMMU | 31 Maret 2025 | 17.497 | $872.050 | Tidak lagi dilacak |
| MUB | 31 Des. 2025 | 4.888 | $520.523 | Tidak lagi dilacak |
| EEMX | 31 Des. 2025 | 9.173 | $383.723 | Tidak lagi dilacak |
| ET | 30 Sep. 2025 | 17.894 | $324.410 | 24,9% |
| MS | 30 Sep. 2025 | 2.267 | $319.330 | 36,7% |
| GS | 30 Sep. 2025 | 435 | $307.871 | 28,0% |
| EEMX | 31 Maret 2025 | 8.752 | $282.685 | Tidak lagi dilacak |
| VCSH | 30 Juni 2026 | 3.250 | $257.643 | |
| PBR | 31 Maret 2025 | 19.347 | $248.802 | 31,4% |
| ABBV | 30 Juni 2026 | 1.140 | $247.994 | 5,4% |
| OWL | 31 Maret 2025 | 10.446 | $242.974 | -41,5% |
| META | 30 Sep. 2025 | 327 | $241.355 | -25,7% |
| AVGO | 30 Sep. 2025 | 861 | $237.198 | 9,6% |
| MSFT | 31 Maret 2026 | 432 | $208.924 | 30,5% |
| KO | 30 Juni 2025 | 2.803 | $200.744 | 27,1% |
| NVTS | 30 Sep. 2025 | 10.100 | $66.155 | 74,8% |
| ORGN | 31 Maret 2026 | 15.858 | $3.357 | Tidak lagi dilacak |