Core Wealth Management, Inc.
Nilai portofolio QoQ: +9.0% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,84% Perkiraan pembelian $9.774.727 · penjualan $6.269.366
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 91,3% masih dipegang
Rincian sektor
Portofolio lengkap 42 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $132.667.667 | 37,29% | 2.990.705 | $13.966.792 | Turun ×1 | ||
| DFAX | $85.217.374 | 23,95% | 2.313.175 | $3.891.727 | Turun ×3 | ||
| DFCF | $79.525.547 | 22,35% | 1.884.045 | $4.740.430 | Naik ×6 | ||
| DFAR | $13.199.858 | 3,71% | 504.582 | $1.721.313 | Naik ×5 | ||
| DFIP | $13.009.432 | 3,66% | 315.342 | $2.423.613 | Naik ×6 | ||
| DFNM | $7.278.911 | 2,05% | 150.593 | $648.708 | Naik ×2 | ||
| NEE | $2.832.830 | 0,80% | 32.276 | $-174.465 | Turun ×3 | ||
| DUSB | $2.485.681 | 0,70% | 48.950 | $112.707 | Naik ×2 | ||
| AGG | $2.383.141 | 0,67% | 24.077 | $-6.983 | |||
| DFEM | $1.921.215 | 0,54% | 47.274 | $241.325 | Turun ×2 | ||
| GOOGL | $1.282.978 | 0,36% | 3.590 | $209.213 | Turun ×4 | ||
| AAPL | $1.216.435 | 0,34% | 4.204 | $141.225 | Turun ×2 | ||
| DFGR | $1.036.865 | 0,29% | 35.791 | $103.136 | Naik ×6 | ||
| AMZN | $868.511 | 0,24% | 3.644 | $118.739 | Naik ×1 | ||
| MCD | $823.094 | 0,23% | 3.045 | $-123.883 | Turun ×1 | ||
| BRK-B | $750.585 | 0,21% | 1.500 | $31.306 | Turun ×5 | ||
| BRK-A | $748.850 | 0,21% | 1 | $30.710 | |||
| NVDA | $608.478 | 0,17% | 3.041 | $75.159 | Turun ×2 | ||
| MSFT | $534.165 | 0,15% | 1.432 | $-30.714 | Turun ×1 | ||
| DFAI | $506.344 | 0,14% | 12.275 | $93.407 | Naik ×1 | ||
| DFSD | $474.158 | 0,13% | 9.930 | $-29.204 | Turun ×5 | ||
| DFIC | $457.776 | 0,13% | 12.286 | $21.254 | |||
| IVW | $414.928 | 0,12% | 3.017 | $73.675 | |||
| PANW | $410.588 | 0,12% | 1.204 | ||||
| SPTM | $354.626 | 0,10% | 3.906 | $45.818 | |||
| IWV | $327.726 | 0,09% | 769 | $42.825 | |||
| PG | $325.729 | 0,09% | 2.221 | $11.264 | Naik ×2 | ||
| JNJ | $318.478 | 0,09% | 1.254 | $11.706 | Turun ×1 | ||
| VUG | $316.306 | 0,09% | 3.672 | $47.243 | Naik ×1 | ||
| DFAU | $312.621 | 0,09% | 6.048 | $39.735 | |||
| MUB | $299.076 | 0,08% | 2.779 | $4.085 | |||
| VTV | $292.898 | 0,08% | 1.344 | $47.256 | Naik ×1 | ||
| VOO | $283.653 | 0,08% | 413 | $44.035 | Naik ×2 | ||
| GE | $282.166 | 0,08% | 755 | $68.203 | Naik ×2 | ||
| DFAT | $281.376 | 0,08% | 4.025 | $29.989 | |||
| QUAL | $258.269 | 0,07% | 1.177 | $32.509 | |||
| VTI | $252.737 | 0,07% | 683 | $33.624 | |||
| SPDW | $252.000 | 0,07% | 5.001 | $23.704 | |||
| GEV | $246.721 | 0,07% | 210 | Naik ×1 | |||
| SDY | $244.401 | 0,07% | 1.606 | $-38.285 | Turun ×1 | ||
| VEA | $232.489 | 0,07% | 3.263 | $23.396 | |||
| MMM | $215.340 | 0,06% | 1.330 | ||||
| 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 |
|---|---|---|---|
| DFAC | Dipangkas | -64K | +$14.0M |
| DFCF | Beli lebih banyak | +113K | +$4.7M |
| DFAX | Dipangkas | -81K | +$3.9M |
| DFIP | Beli lebih banyak | +62K | +$2.4M |
| DFAR | Beli lebih banyak | +19K | +$1.7M |
| DFNM | Beli lebih banyak | +12K | +$649K |
| DFEM | Dipangkas | -1K | +$241K |
| GOOGL | Dipangkas | -144 | +$209K |
| NEE | Dipangkas | -102 | -$174K |
| AAPL | Dipangkas | -33 | +$141K |
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.