Darden Wealth Group Inc
CIK 2011221 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $252.3M
- Posisi
- 155
- Per tanggal
- 30 Juni 2026
#5.711 dari 9.443 berdasarkan nilai 13F · top 60.5%
Nilai portofolio QoQ: +28.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 47,47%
- Bobot 25 kepemilikan teratas
- 63,90%
- Posisi di atas 1%
- 17
- Jumlah posisi efektif
- 27,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,85% Perkiraan pembelian $18.900.113 · penjualan $10.878.585
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 76,7% masih dipegang
- Posisi baru
- 19
- Meningkat
- 60
- Menurun
- 51
- Tertutup
- 14
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
41,7%
Industrials
14,1%
Communication Services
7,3%
Retail
4,2%
Healthcare
2,2%
Communications
1,8%
Consumer Discretionary
1,6%
Financials
1,2%
Financial Services
1,2%
Utilities
0,3%
Materials
0,2%
Consumer Staples
0,2%
Energy
0,2%
Lainnya/Tidak terpetakan
23,9%
Portofolio lengkap 155 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $34.193.172 | 13,55% | 170.889 | $3.699.834 | Turun ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $16.028.773 | 6,35% | 13.886 | $12.164.134 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12.558.070 | 4,98% | 35.140 | $2.384.537 | Turun ×6 | ||
| RKLB Rocket Lab Corporation - Common Stock | $12.247.248 | 4,85% | 120.484 | $4.826.094 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $9.751.888 | 3,86% | 33.702 | $1.191.678 | Turun ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $8.091.968 | 3,21% | 21.421 | $1.424.352 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8.055.557 | 3,19% | 33.799 | $1.081.853 | Naik ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $7.350.564 | 2,91% | 9.632 | $3.614.731 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $6.313.550 | 2,50% | 16.925 | $-314.721 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5.198.544 | 2,06% | 14.713 | $998.340 | Naik ×1 | ||
| FLOT | $4.131.806 | 1,64% | 80.936 | $154.366 | Naik ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3.949.540 | 1,57% | 23.249 | $1.171.397 | Naik ×5 | ||
| CLS Celestica, Inc. Common Stock | $3.583.838 | 1,42% | 9.824 | $830.947 | Naik ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $3.273.265 | 1,30% | 7.682 | $500.050 | Turun ×6 | ||
| SMH SMH | $3.247.088 | 1,29% | 4.951 | $1.492.780 | Naik ×5 | ||
| JAAA | $2.930.758 | 1,16% | 58.046 | $509.614 | Naik ×6 | ||
| FPE | $2.704.462 | 1,07% | 151.256 | $24.411 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $2.324.866 | 0,92% | 1.169 | $781.412 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $2.320.398 | 0,92% | 12.230 | $-59.409 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2.317.299 | 0,92% | 1.932 | $1.251.286 | Naik ×3 | ||
| GEV GE Vernova Inc. Common Stock | $2.252.236 | 0,89% | 1.917 | $675.779 | Naik ×1 | ||
| DVY iShares Select Dividend ETF | $2.121.032 | 0,84% | 13.570 | $9.483 | Turun ×5 | ||
| IEMG | $2.114.323 | 0,84% | 25.523 | $331.523 | Turun ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $2.091.240 | 0,83% | 4.059 | $334.529 | Turun ×1 | ||
| IJH | $2.087.815 | 0,83% | 27.076 | $181.509 | Turun ×3 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2.070.633 | 0,82% | 6.951 | $1.529.325 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.023.196 | 0,80% | 6.181 | $303.565 | Naik ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.006.463 | 0,80% | 3.454 | $1.378.053 | Naik ×1 | ||
| TT Trane Technologies plc | $1.999.590 | 0,79% | 4.071 | $320.062 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1.940.745 | 0,77% | 5.691 | $1.037.984 | Naik ×1 | ||
| SPY SPY | $1.937.313 | 0,77% | 2.594 | $245.867 | Turun ×3 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1.889.575 | 0,75% | 10.046 | $312.933 | Turun ×6 | ||
| IJR | $1.874.878 | 0,74% | 12.642 | $259.923 | Turun ×3 | ||
| GLD | $1.858.109 | 0,74% | 5.044 | $-217.609 | Naik ×5 | ||
| EWY | $1.653.763 | 0,66% | 8.191 | Naik ×1 | |||
| TIP | $1.552.575 | 0,62% | 14.188 | $-16.804 | Turun ×6 | ||
| BRKB | $1.533.195 | 0,61% | 3.064 | $21.799 | Turun ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1.530.955 | 0,61% | 3.533 | $769.258 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.471.801 | 0,58% | 1.999 | $314.627 | Turun ×3 | ||
| VTI | $1.458.587 | 0,58% | 3.942 | $225.489 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.433.244 | 0,57% | 2.791 | $13.962 | Turun ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $1.427.324 | 0,57% | 2.955 | $1.123.184 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.424.310 | 0,56% | 1.970 | $750.984 | |||
| PWR Quanta Services, Inc. Common Stock | $1.402.638 | 0,56% | 1.948 | $414.402 | Naik ×3 | ||
| BA Boeing Company (The) Common Stock | $1.396.232 | 0,55% | 6.450 | $17.950 | Turun ×2 | ||
| ARM Arm Holdings plc - American Depositary Shares | $1.388.496 | 0,55% | 3.916 | Naik ×1 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $1.260.615 | 0,50% | 26.127 | $-16.432 | Turun ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.203.806 | 0,48% | 10.909 | $10.102 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.203.342 | 0,48% | 4.782 | $164.828 | Naik ×1 | ||
| AGX Argan, Inc. Common Stock | $1.197.825 | 0,47% | 1.500 | $408.083 | Naik ×1 | ||
| TFLO | $1.184.075 | 0,47% | 23.387 | $-7.594 | Turun ×2 | ||
| VLUE | $1.161.009 | 0,46% | 5.811 | $328.790 | Turun ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.040.825 | 0,41% | 2.179 | $476.300 | Naik ×3 | ||
| VO | $1.024.206 | 0,41% | 12.712 | $84.841 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $1.013.424 | 0,40% | 446 | Naik ×1 | |||
| VWO | $1.007.806 | 0,40% | 16.884 | $95.226 | |||
| DFAI | $955.763 | 0,38% | 23.170 | $-63.820 | Turun ×3 | ||
| SHYG | $900.725 | 0,36% | 21.239 | $70.037 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $859.286 | 0,34% | 2.043 | $70.061 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $843.076 | 0,33% | 2.390 | $26.612 | Turun ×1 | ||
| XLK XLK | $818.098 | 0,32% | 4.294 | $284.636 | Naik ×5 | ||
| ITA ITA | $804.759 | 0,32% | 3.320 | $20.723 | Turun ×1 | ||
| AVUV | $773.512 | 0,31% | 6.200 | $44.410 | Turun ×1 | ||
| VB | $770.471 | 0,31% | 2.542 | $86.651 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $757.516 | 0,30% | 711 | $396.023 | Naik ×1 | ||
| SMIG | $741.506 | 0,29% | 22.600 | Naik ×1 | |||
| VV | $729.433 | 0,29% | 2.121 | $95.573 | |||
| USRT | $717.660 | 0,28% | 10.800 | $48.813 | Turun ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $716.747 | 0,28% | 11.662 | $163.657 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $713.178 | 0,28% | 762 | $-114.069 | Turun ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $711.639 | 0,28% | 8.108 | $-60.751 | Turun ×1 | ||
| SITM SiTime Corporation - Common Stock | $710.519 | 0,28% | 953 | $406.611 | Naik ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $708.652 | 0,28% | 2.566 | $458.072 | Naik ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $702.972 | 0,28% | 2.700 | $419.652 | Naik ×1 | ||
| IREN IREN Limited - Ordinary Shares | $677.216 | 0,27% | 14.809 | $402.976 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $673.132 | 0,27% | 1.195 | $-273.743 | Turun ×3 | ||
| FITB Fifth Third Bancorp - Common Stock | $671.497 | 0,27% | 11.912 | $120.538 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $664.535 | 0,26% | 5.867 | $-55.773 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $657.274 | 0,26% | 2.588 | $108.018 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $642.816 | 0,25% | 1.720 | $117.842 | Turun ×2 | ||
| JEPI | $635.285 | 0,25% | 11.248 | $-1.219 | Naik ×3 | ||
| FRDM | $628.646 | 0,25% | 8.623 | $356.216 | Naik ×1 | ||
| URI United Rentals, Inc. Common Stock | $623.090 | 0,25% | 550 | $222.382 | |||
| AIRR First Trust RBA American Industrial Renaissance ETF | $613.109 | 0,24% | 4.601 | $103.389 | |||
| GOVT | $587.815 | 0,23% | 25.804 | $-4.019 | Turun ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $573.467 | 0,23% | 4.539 | $-59.144 | |||
| FTAI FTAI Aviation Ltd. - Common Stock | $562.702 | 0,22% | 2.080 | $6.552 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $550.785 | 0,22% | 1.521 | $21.603 | Naik ×1 | ||
| COHR Coherent Corp. Common Stock | $548.313 | 0,22% | 1.390 | Naik ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $535.127 | 0,21% | 270 | $162.800 | |||
| V Visa Inc. | $534.627 | 0,21% | 1.558 | $33.524 | Turun ×2 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $528.565 | 0,21% | 616 | $459.695 | Naik ×1 | ||
| LIN Linde plc - Ordinary Shares | $522.054 | 0,21% | 1.006 | $23.320 | |||
| BILS | $521.844 | 0,21% | 5.251 | $-27.661 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $515.613 | 0,20% | 2.467 | $128.874 | Naik ×1 | ||
| SYNA Synaptics Incorporated - Common Stock | $509.343 | 0,20% | 4.100 | Naik ×1 | |||
| VEA | $498.351 | 0,20% | 6.994 | $-183.588 | Turun ×2 | ||
| SCHD | $485.901 | 0,19% | 15.323 | $15.836 | Naik ×2 | ||
| QUAL | $484.742 | 0,19% | 2.209 | $48.564 | Turun ×3 | ||
| CLOZ | $460.449 | 0,18% | 17.428 | $114.995 | 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 |
|---|---|---|---|
| MU | $16.028.773 | 6,35% | naik ×4 |
| RKLB | $12.247.248 | 4,85% | naik ×4 |
| AMZN | $8.055.557 | 3,19% | naik ×3 |
| CRWD | $7.350.564 | 2,91% | naik ×4 |
| ANET | $3.949.540 | 1,57% | naik ×5 |
| CLS | $3.583.838 | 1,42% | naik ×5 |
| SMH | $3.247.088 | 1,29% | naik ×5 |
| JAAA | $2.930.758 | 1,16% | naik ×6 |
| LLY | $2.317.299 | 0,92% | naik ×3 |
| JPM | $2.023.196 | 0,80% | naik ×3 |
| GLD | $1.858.109 | 0,74% | naik ×5 |
| PWR | $1.402.638 | 0,56% | naik ×3 |
| TSM | $1.040.825 | 0,41% | naik ×3 |
| XLK | $818.098 | 0,32% | naik ×5 |
| JEPI | $635.285 | 0,25% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| EWY | $1.653.763 | 8.191 | 0,66% |
| ARM | $1.388.496 | 3.916 | 0,55% |
| SNDK | $1.013.424 | 446 | 0,40% |
| SMIG | $741.506 | 22.600 | 0,29% |
| COHR | $548.313 | 1.390 | 0,22% |
| SYNA | $509.343 | 4.100 | 0,20% |
| UFO | $323.591 | 6.386 | 0,13% |
| FNCL | $298.584 | 3.900 | 0,12% |
| CIBR | $266.870 | 2.970 | 0,11% |
| VECO | $257.720 | 3.400 | 0,10% |
| GH | $255.051 | 1.700 | 0,10% |
| HIMX | $240.455 | 15.675 | 0,10% |
| JUST | $222.084 | 2.081 | 0,09% |
| QCOM | $221.009 | 1.196 | 0,09% |
| ESGE | $213.455 | 3.903 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Beli lebih banyak | +2K | +$12.2M |
| RKLB | Beli lebih banyak | +5K | +$4.8M |
| NVDA | Dipangkas | -4K | +$3.7M |
| CRWD | Beli lebih banyak | +63 | +$3.6M |
| GOOGL | Dipangkas | -238 | +$2.4M |
| MRVL | Beli lebih banyak | +1K | +$1.5M |
| SMH | Beli lebih banyak | +376 | +$1.5M |
| AVGO | Dipangkas | -121 | +$1.4M |
| AMD | Beli lebih banyak | +365 | +$1.4M |
| LLY | Beli lebih banyak | +773 | +$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 |
|---|---|---|---|---|
| NOW | 30 Sep. 2025 | 1.588 | $1.632.591 | -32,9% |
| AMD | 31 Maret 2025 | 10.579 | $1.277.837 | 351,9% |
| RKLBXXXX | 30 Juni 2025 | 68.250 | $1.220.310 | Tidak lagi dilacak |
| XLE | 30 Juni 2026 | 17.384 | $1.064.969 | Tidak lagi dilacak |
| CVX | 30 Juni 2026 | 4.809 | $994.982 | 24,9% |
| HGER | 30 Juni 2026 | 23.675 | $734.161 | 17,5% |
| SYM | 30 Juni 2026 | 12.915 | $687.078 | -11,2% |
| RBRK | 31 Maret 2026 | 8.394 | $641.973 | 100,9% |
| DGRO | 31 Maret 2026 | 9.200 | $638.664 | Tidak lagi dilacak |
| PPLT | 31 Des. 2025 | 4.360 | $622.957 | Tidak lagi dilacak |
| ADBE | 31 Maret 2025 | 1.361 | $605.209 | -29,4% |
| NEEPRR | 30 Sep. 2025 | 15.069 | $598.842 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 3.046 | $593.696 | -5,4% |
| UNH | 30 Juni 2025 | 1.054 | $552.032 | 26,6% |
| SLV | 30 Juni 2026 | 7.798 | $531.355 | Tidak lagi dilacak |
| IEFA | 30 Juni 2026 | 5.626 | $509.321 | Tidak lagi dilacak |
| PG | 30 Juni 2026 | 3.353 | $484.450 | -0,4% |
| MCD | 30 Juni 2025 | 1.420 | $443.565 | -7,1% |
| BLDR | 31 Maret 2025 | 2.530 | $361.612 | -42,5% |
| EWG | 30 Sep. 2025 | 8.475 | $358.577 | Tidak lagi dilacak |
| IBM | 30 Sep. 2025 | 1.159 | $341.650 | -16,7% |
| EPAM | 31 Maret 2026 | 1.600 | $327.808 | -22,9% |
| RSP | 31 Maret 2026 | 1.710 | $327.568 | Tidak lagi dilacak |
| TMO | 30 Juni 2025 | 640 | $318.464 | 51,7% |
| PFFA | 31 Maret 2026 | 14.716 | $317.142 | Tidak lagi dilacak |
| BSV | 30 Sep. 2025 | 4.014 | $315.901 | Tidak lagi dilacak |
| MELI | 31 Maret 2026 | 150 | $302.139 | 5,2% |
| INOD | 31 Maret 2026 | 5.801 | $295.561 | 57,8% |
| ATI | 30 Sep. 2025 | 3.400 | $293.556 | 170,5% |
| CRWV | 31 Des. 2025 | 2.110 | $288.753 | 25,2% |
| VIST | 30 Juni 2026 | 3.700 | $279.239 | 10,4% |
| ISRG | 30 Sep. 2025 | 510 | $277.139 | -10,0% |
| XLV | 30 Sep. 2025 | 1.992 | $268.502 | Tidak lagi dilacak |
| KTOS | 30 Juni 2026 | 3.760 | $265.117 | 19,6% |
| IETC | 31 Maret 2026 | 2.600 | $264.134 | Tidak lagi dilacak |
| MRVL | 31 Maret 2025 | 2.390 | $263.975 | 277,6% |
| GNRC | 30 Sep. 2025 | 1.830 | $262.074 | 23,6% |
| SRLN | 30 Juni 2026 | 6.500 | $260.910 | Tidak lagi dilacak |
| NUMG | 31 Maret 2025 | 5.413 | $256.467 | Tidak lagi dilacak |
| IBIT | 31 Des. 2025 | 3.882 | $252.375 | |
| MSTR | 31 Maret 2025 | 850 | $246.177 | -66,3% |
| APO | 31 Maret 2026 | 1.700 | $246.092 | 19,7% |
| MSTR | 30 Sep. 2025 | 600 | $242.538 | -69,8% |
| MGK | 31 Maret 2025 | 700 | $240.387 | Tidak lagi dilacak |
| ACN | 30 Juni 2026 | 1.184 | $234.775 | 44,9% |
| SOXX | 31 Maret 2025 | 1.083 | $233.443 | 174,0% |
| DIS | 31 Maret 2026 | 2.032 | $231.181 | 10,4% |
| DKNG | 31 Des. 2025 | 6.060 | $226.644 | -29,6% |
| ISRG | 31 Maret 2026 | 400 | $226.544 | -12,7% |
| EWZ | 30 Sep. 2025 | 7.800 | $225.030 | Tidak lagi dilacak |
| OKLO | 30 Juni 2026 | 4.305 | $213.484 | -22,1% |
| AAAU | 30 Juni 2026 | 4.608 | $212.843 | Tidak lagi dilacak |
| CEG | 31 Maret 2026 | 600 | $211.962 | -3,8% |
| CIBR | 31 Maret 2026 | 2.960 | $211.505 | |
| XOM | 30 Sep. 2025 | 1.955 | $210.749 | 48,9% |
| DSI | 31 Maret 2025 | 1.907 | $210.315 | Tidak lagi dilacak |
| SDVY | 30 Juni 2026 | 5.270 | $207.825 | |
| INDA | 30 Sep. 2025 | 3.715 | $206.851 | Tidak lagi dilacak |
| AVAV | 31 Maret 2026 | 850 | $205.607 | -7,5% |
| QCOM | 31 Maret 2026 | 1.196 | $204.576 | 25,6% |
| TOST | 30 Sep. 2025 | 4.600 | $203.734 | -2,2% |
| DE | 30 Sep. 2025 | 399 | $202.888 | 29,5% |
| TOST | 31 Maret 2026 | 5.670 | $201.342 | 34,7% |
| JUST | 31 Maret 2026 | 2.070 | $200.201 | Tidak lagi dilacak |
| INTC | 30 Juni 2025 | 5.579 | $126.699 | 311,4% |