DURANTE & WATERS, LLC
Nilai portofolio QoQ: +10.5% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,17% Perkiraan pembelian $6.705.936 · penjualan $6.067.891
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 93,9% masih dipegang
Rincian sektor
Portofolio lengkap 31 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $38.195.701 | 25,03% | 51.003 | $2.552.672 | Turun ×1 | ||
| ITOT | $28.062.223 | 18,39% | 170.830 | $2.113.626 | Turun ×2 | ||
| FENI | $19.552.255 | 12,81% | 487.223 | $5.545.138 | Naik ×3 | ||
| AGG | $8.973.249 | 5,88% | 90.657 | $709.944 | Naik ×1 | ||
| SHY | $8.271.964 | 5,42% | 100.742 | $815.898 | Naik ×1 | ||
| VTI | $6.473.480 | 4,24% | 17.494 | $540.741 | Turun ×2 | ||
| SUB | $6.054.736 | 3,97% | 56.868 | $433.666 | Naik ×4 | ||
| BRK-A | $5.241.950 | 3,43% | 7 | $214.970 | |||
| MUB | $4.215.439 | 2,76% | 39.170 | $102.246 | Naik ×2 | ||
| IQLT | $3.621.758 | 2,37% | 73.093 | $262.002 | Naik ×1 | ||
| NYF | $3.259.174 | 2,14% | 60.461 | $215.693 | Naik ×4 | ||
| GOOGL | $2.552.694 | 1,67% | 7.143 | $462.708 | Turun ×2 | ||
| VIG | $2.332.483 | 1,53% | 9.858 | $192.346 | Turun ×2 | ||
| AMZN | $1.614.277 | 1,06% | 6.773 | $174.923 | Turun ×1 | ||
| AAPL | $1.606.464 | 1,05% | 5.552 | $177.174 | Turun ×2 | ||
| BRK-B | $1.541.201 | 1,01% | 3.080 | $65.265 | |||
| TSLA | $1.295.570 | 0,85% | 3.080 | $118.874 | Turun ×2 | ||
| NVDA | $1.255.965 | 0,82% | 6.277 | $140.328 | Turun ×1 | ||
| GOOG | $1.153.622 | 0,76% | 3.265 | $217.024 | |||
| IVW | $1.141.499 | 0,75% | 8.300 | $202.686 | |||
| QQQ | $943.328 | 0,62% | 1.281 | $120.846 | Turun ×1 | ||
| IVE | $878.495 | 0,58% | 3.869 | $-751.372 | Turun ×6 | ||
| SLV | $697.249 | 0,46% | 13.040 | $-191.297 | |||
| GLD | $580.198 | 0,38% | 1.575 | $-97.509 | |||
| QQQM | $567.422 | 0,37% | 1.873 | $122.923 | Naik ×6 | ||
| IAU | $557.264 | 0,37% | 7.380 | $-93.357 | |||
| MA | $519.763 | 0,34% | 1.012 | $14.107 | |||
| TJX | $474.650 | 0,31% | 3.133 | $-25.690 | |||
| UPS | $402.699 | 0,26% | 3.746 | $32.434 | Turun ×1 | ||
| SPY | $302.442 | 0,20% | 405 | $39.054 | |||
| V | $278.819 | 0,18% | 813 | $33.218 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| FENI | Beli lebih banyak | +111K | +$5.5M |
| IVV | Dipangkas | -4K | +$2.6M |
| ITOT | Dipangkas | -11K | +$2.1M |
| SHY | Beli lebih banyak | +10K | +$816K |
| IVE | Dipangkas | -4K | -$751K |
| AGG | Beli lebih banyak | +7K | +$710K |
| VTI | Dipangkas | -999 | +$541K |
| GOOGL | Dipangkas | -125 | +$463K |
| SUB | Beli lebih banyak | +4K | +$434K |
| IQLT | Beli lebih banyak | +418 | +$262K |
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.