Ferguson Johnson Wealth Management Inc
Nilai portofolio QoQ: +11.3% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas80,62%
Bobot 25 kepemilikan teratas97,16%
Posisi di atas 1%17
Jumlah posisi efektif10,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,2% Perkiraan pembelian $13.635 · penjualan $264
Posisi baru4
Meningkat22
Menurun4
Tertutup3
Nilai Portofolio
$137K
Posisi
38
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 38 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFCF | $30.974 | 22,58% | 733.815 | $1.452 | Naik ×2 | ||
| DFAC | $13.677 | 9,97% | 308.320 | $1.525 | Turun ×1 | ||
| AVIG | $11.949 | 8,71% | 288.554 | $660 | Naik ×2 | ||
| AVUV | $10.999 | 8,02% | 88.162 | $1.263 | Naik ×1 | ||
| IWF | $9.849 | 7,18% | 79.322 | $1.394 | Naik ×1 | ||
| AVSF | $9.234 | 6,73% | 198.305 | $262 | Naik ×2 | ||
| DFAT | $6.752 | 4,92% | 96.606 | $682 | Turun ×2 | ||
| AVDE | $6.665 | 4,86% | 74.726 | $449 | Naik ×2 | ||
| AVEM | $5.280 | 3,85% | 54.727 | $959 | Naik ×1 | ||
| BSV | $5.193 | 3,79% | 66.656 | $261 | Naik ×2 | ||
| DIHP | $3.437 | 2,51% | 100.741 | $404 | Naik ×1 | ||
| DFLV | $3.213 | 2,34% | 81.283 | $1.014 | Naik ×2 | ||
| DFIV | $2.911 | 2,12% | 53.901 | $267 | Naik ×1 | ||
| DFAR | $2.423 | 1,77% | 92.655 | $378 | Naik ×2 | ||
| DISV | $2.145 | 1,56% | 53.460 | $233 | Naik ×1 | ||
| VBK | $1.932 | 1,41% | 5.285 | $547 | Naik ×2 | ||
| AAPL | $1.523 | 1,11% | 5.266 | $220 | Naik ×1 | ||
| AVGE | $1.085 | 0,79% | 10.954 | $437 | Naik ×2 | ||
| BRK-A | $748 | 0,55% | 1 | $30 | |||
| SDY | $743 | 0,54% | 4.887 | $30 | |||
| DFAX | $594 | 0,43% | 16.142 | $72 | Naik ×2 | ||
| AMZN | $526 | 0,38% | 2.210 | $67 | Naik ×1 | ||
| DFAW | $495 | 0,36% | 5.991 | $58 | Naik ×1 | ||
| VXF | $463 | 0,34% | 1.883 | $76 | |||
| MSFT | $442 | 0,32% | 1.186 | $43 | Naik ×1 | ||
| DFUV | $368 | 0,27% | 6.695 | $44 | |||
| AVLV | $360 | 0,26% | 3.949 | $46 | Naik ×2 | ||
| IYR | $359 | 0,26% | 3.514 | $28 | Naik ×2 | ||
| VT | $359 | 0,26% | 2.289 | $30 | Turun ×1 | ||
| MAR | $350 | 0,26% | 946 | $31 | Turun ×1 | ||
| IBDS | $325 | 0,24% | 13.452 | $-1 | |||
| IBDT | $308 | 0,22% | 12.210 | $-1 | |||
| IBDR | $305 | 0,22% | 12.593 | $0 | |||
| GOOGL | $271 | 0,20% | 760 | Naik ×1 | |||
| DFAE | $256 | 0,19% | 6.369 | Naik ×1 | |||
| CMG | $221 | 0,16% | 6.500 | ||||
| GOOG | $213 | 0,16% | 604 | Naik ×1 | |||
| DHR | $204 | 0,15% | 1.073 | $1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Dipangkas | -4K | +$2K |
| DFCF | Beli lebih banyak | +35K | +$1K |
| IWF | Beli lebih banyak | +59K | +$1K |
| AVUV | Beli lebih banyak | +21 | +$1K |
| DFLV | Beli lebih banyak | +20K | +$1K |
| AVEM | Beli lebih banyak | +1K | +$959 |
| DFAT | Dipangkas | -602 | +$682 |
| AVIG | Beli lebih banyak | +17K | +$660 |
| VBK | Beli lebih banyak | +701 | +$547 |
| AVDE | Beli lebih banyak | +1K | +$449 |
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.