Clearview Wealth Management LLC
CIK 1857588 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $155.6M
- Posisi
- 62
- Per tanggal
- 30 Juni 2026
#7.268 dari 9.443 berdasarkan nilai 13F · top 77.0%
Nilai portofolio QoQ: +10.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,92%
- Bobot 25 kepemilikan teratas
- 86,88%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 12,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,67% Perkiraan pembelian $2.472.661 · penjualan $4.124.382
- Posisi baru
- 3
- Meningkat
- 9
- Menurun
- 31
- Tertutup
- 1
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 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
4,5%
Communication Services
1,8%
Industrials
1,4%
Financial Services
0,7%
Retail
0,7%
Consumer Discretionary
0,3%
Telecommunication
0,1%
Healthcare
0,0%
Lainnya/Tidak terpetakan
90,5%
Portofolio lengkap 62 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPHQ | $36.309.283 | 23,34% | 402.989 | $5.607.068 | Turun ×1 | ||
| XMHQ | $14.469.733 | 9,30% | 128.187 | $1.166.942 | Turun ×1 | ||
| JAAA | $11.230.264 | 7,22% | 222.426 | $-1.823.953 | Turun ×1 | ||
| IQLT | $9.881.144 | 6,35% | 199.418 | $752.230 | Naik ×1 | ||
| SPYM | $6.411.549 | 4,12% | 72.958 | $668.756 | Turun ×1 | ||
| FBND | $5.595.963 | 3,60% | 123.015 | $-93.177 | Turun ×1 | ||
| SPY SPY | $4.521.335 | 2,91% | 6.055 | $549.573 | Turun ×1 | ||
| MTUM | $4.359.083 | 2,80% | 12.715 | $1.066.180 | Turun ×1 | ||
| JBBB | $4.330.126 | 2,78% | 91.449 | $-1.530 | Turun ×1 | ||
| USEW | $3.900.457 | 2,51% | 69.865 | $376.549 | Turun ×1 | ||
| XLK XLK | $3.859.824 | 2,48% | 20.259 | $1.115.777 | Turun ×1 | ||
| VOO | $3.217.705 | 2,07% | 4.685 | $418.183 | |||
| AGG | $2.976.428 | 1,91% | 30.071 | $-57.362 | Turun ×1 | ||
| IEFA | $2.837.424 | 1,82% | 29.379 | $163.620 | Turun ×1 | ||
| SDSI American Century Short Duration Strategic Income ETF | $2.678.159 | 1,72% | 52.155 | $-121.605 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.537.622 | 1,63% | 7.182 | $466.489 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.502.252 | 1,61% | 8.648 | $305.218 | Turun ×1 | ||
| LOAR Loar Holdings Inc. Common Stock | $2.176.551 | 1,40% | 27.001 | $629.664 | |||
| SCHA | $2.130.514 | 1,37% | 58.968 | $386.296 | Turun ×1 | ||
| VO | $2.067.748 | 1,33% | 25.664 | $225.201 | Naik ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.588.740 | 1,02% | 20.103 | $-4.508 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.474.958 | 0,95% | 7.371 | $175.439 | Turun ×1 | ||
| XLRE XLRE | $1.427.188 | 0,92% | 32.414 | $78.491 | Turun ×1 | ||
| VTEB | $1.384.172 | 0,89% | 27.366 | $19.331 | Naik ×1 | ||
| IJR | $1.316.229 | 0,85% | 8.875 | $198.893 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.218.697 | 0,78% | 3.267 | $12.497 | Naik ×1 | ||
| CGGR | $1.209.122 | 0,78% | 25.617 | $213.616 | Naik ×1 | ||
| V Visa Inc. | $1.131.168 | 0,73% | 3.297 | $140.123 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.022.240 | 0,66% | 4.289 | $128.970 | |||
| BRKB | $1.014.791 | 0,65% | 2.028 | $42.494 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $994.195 | 0,64% | 6.784 | $-5.270 | Turun ×1 | ||
| AOA | $967.796 | 0,62% | 9.916 | $66.505 | Turun ×1 | ||
| CGNG | $937.661 | 0,60% | 25.031 | $134.425 | Turun ×1 | ||
| IJH | $899.874 | 0,58% | 11.670 | $111.799 | |||
| VV | $866.309 | 0,56% | 2.519 | $131.437 | Naik ×1 | ||
| VTV | $747.718 | 0,48% | 3.431 | $13.145 | Turun ×1 | ||
| AOR | $744.345 | 0,48% | 10.710 | $57.988 | Naik ×1 | ||
| SPEM | $716.635 | 0,46% | 13.840 | $11.765 | Turun ×1 | ||
| TAXF | $660.893 | 0,42% | 13.001 | $5.525 | Turun ×1 | ||
| SMLV | $651.010 | 0,42% | 4.137 | $69.939 | Turun ×1 | ||
| RODM | $606.756 | 0,39% | 15.015 | $14.865 | |||
| XLV XLV | $568.479 | 0,37% | 3.583 | $43.175 | |||
| TSLA Tesla, Inc. - Common Stock | $528.063 | 0,34% | 1.256 | $54.825 | Turun ×1 | ||
| TIP | $504.582 | 0,32% | 4.611 | $-12.124 | Turun ×1 | ||
| NULG | $465.431 | 0,30% | 3.976 | $103.854 | |||
| AVGO Broadcom Inc. - Common Stock | $434.882 | 0,28% | 1.151 | $78.578 | |||
| NULV | $385.173 | 0,25% | 7.705 | $34.595 | |||
| XLE XLE | $379.683 | 0,24% | 7.149 | $-58.265 | |||
| USMV | $364.426 | 0,23% | 3.778 | $14.054 | |||
| AMAT Applied Materials, Inc. - Common Stock | $348.486 | 0,22% | 482 | Naik ×1 | |||
| FREL | $336.833 | 0,22% | 11.496 | $27.476 | |||
| NUDM | $331.366 | 0,21% | 8.280 | $27.861 | Turun ×1 | ||
| VEA | $274.313 | 0,18% | 3.850 | $27.605 | |||
| NUBD | $222.390 | 0,14% | 10.047 | $-754 | |||
| ASTS AST SpaceMobile, Inc. - Class A Common Stock | $222.150 | 0,14% | 2.500 | $14.975 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $202.629 | 0,13% | 567 | Naik ×1 | |||
| JOET | $200.461 | 0,13% | 4.331 | Naik ×1 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $142.948 | 0,09% | 10.813 | $-68.509 | Turun ×1 | ||
| EOD Allspring Global Dividend Opportunity Fund Common Shares of Beneficial Interest | $79.033 | 0,05% | 12.103 | $8.473 | |||
| REKR Rekor Systems, Inc. - Common Stock | $10.424 | 0,01% | 15.000 | $-1.876 | |||
| HUMA Humacyte, Inc. - Common Stock | $10.145 | 0,01% | 13.000 | $2.258 | |||
| DFNS T3 Defense Inc. - Common Stock | $7.003 | 0,00% | 40.952 | $-22.372 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPHQ | Dipangkas | -5K | +$5.6M |
| JAAA | Dipangkas | -37K | -$1.8M |
| XMHQ | Dipangkas | -504 | +$1.2M |
| XLK | Dipangkas | -388 | +$1.1M |
| MTUM | Dipangkas | -1K | +$1.1M |
| IQLT | Beli lebih banyak | +2K | +$752K |
| SPYM | Dipangkas | -2K | +$669K |
| LOAR | Hanya pergerakan harga | +0 | +$630K |
| SPY | Dipangkas | -52 | +$550K |
| GOOG | Dipangkas | -38 | +$466K |
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 |
|---|---|---|---|---|
| TMDX | 30 Juni 2026 | 2.326 | $231.228 | 41,5% |