Erickson Financial Group, LLC
Nilai portofolio QoQ: +16.9% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,54% Perkiraan pembelian $29.070.679 · penjualan $939.700
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 92,6% masih dipegang
Rincian sektor
Portofolio lengkap 25 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGDV | $52.124.984 | 27,94% | 1.057.731 | $7.033.945 | Turun ×1 | ||
| MGK | $28.171.639 | 15,10% | 320.460 | $973.363 | Naik ×2 | ||
| ESGU | $22.488.913 | 12,05% | 137.404 | $3.198.094 | Naik ×4 | ||
| QQQ | $17.411.442 | 9,33% | 23.644 | $4.180.168 | Naik ×2 | ||
| VCIT | $12.459.653 | 6,68% | 150.752 | $4.305.633 | Naik ×6 | ||
| IWO | $11.095.489 | 5,95% | 28.164 | $2.820.005 | Naik ×2 | ||
| QQQJ | $10.614.057 | 5,69% | 233.584 | $2.980.953 | Naik ×2 | ||
| AGG | $8.327.336 | 4,46% | 84.132 | $343.695 | Naik ×6 | ||
| USIG | $5.218.142 | 2,80% | 101.738 | $-95.331 | Turun ×1 | ||
| HYMB | $4.439.662 | 2,38% | 174.515 | $59.560 | Turun ×1 | ||
| IEF | $2.747.920 | 1,47% | 29.057 | $203.776 | Naik ×4 | ||
| SPY | $2.663.729 | 1,43% | 3.567 | $237.310 | Turun ×6 | ||
| TLT | $2.489.328 | 1,33% | 28.805 | $-10.898 | Turun ×6 | ||
| TQQQ | $1.023.516 | 0,55% | 12.636 | $395.482 | Turun ×1 | ||
| JNJ | $936.387 | 0,50% | 3.687 | $48.336 | Naik ×1 | ||
| UPRO | $871.867 | 0,47% | 6.149 | $197.662 | Turun ×1 | ||
| AAPL | $477.733 | 0,26% | 1.651 | $-134.916 | Turun ×1 | ||
| MUB | $465.134 | 0,25% | 4.322 | $6.354 | |||
| SPYD | $454.342 | 0,24% | 9.523 | $36.286 | Naik ×4 | ||
| DSI | $414.355 | 0,22% | 2.910 | $57.935 | Turun ×1 | ||
| NVDA | $407.583 | 0,22% | 2.037 | $80.234 | Naik ×2 | ||
| VTEB | $367.261 | 0,20% | 7.261 | $5.010 | |||
| SSO | $325.311 | 0,17% | 4.828 | $74.523 | Turun ×2 | ||
| SPYV | $302.613 | 0,16% | 4.978 | $9.415 | Turun ×1 | ||
| PG | $293.280 | 0,16% | 2.000 | $4.400 | |||
| 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 |
|---|---|---|---|
| CGDV | Dipangkas | -2K | +$7.0M |
| VCIT | Beli lebih banyak | +52K | +$4.3M |
| QQQ | Beli lebih banyak | +720 | +$4.2M |
| ESGU | Beli lebih banyak | +996 | +$3.2M |
| QQQJ | Beli lebih banyak | +23K | +$3.0M |
| IWO | Beli lebih banyak | +2K | +$2.8M |
| MGK | Beli lebih banyak | +246K | +$973K |
| TQQQ | Dipangkas | -2K | +$395K |
| AGG | Beli lebih banyak | +4K | +$344K |
| SPY | Dipangkas | -164 | +$237K |
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.