Finer Wealth Management, Inc.
CIK 1929071 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $223.8M
- Posisi
- 88
- Per tanggal
- 30 Juni 2026
#6.078 dari 9.443 berdasarkan nilai 13F · top 64.4%
Nilai portofolio QoQ: +12.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,12%
- Bobot 25 kepemilikan teratas
- 78,33%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 26,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,79% Perkiraan pembelian $3.780.833 · penjualan $6.569.826
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 80,7% masih dipegang
- Posisi baru
- 5
- Meningkat
- 36
- Menurun
- 33
- Tertutup
- 3
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- 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.
Kinerja vs S&P 500
Tahunan: +21.1% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 94,6% · Opsi dikecualikan: 0,1%
Rincian sektor
Technology
36,0%
Healthcare
10,7%
Communication Services
10,2%
Retail
7,8%
Industrials
6,2%
Financials
3,6%
Consumer Staples
3,5%
Energy
2,8%
Consumer Discretionary
2,8%
Telecommunication
2,6%
Consumer products
1,8%
Financial Services
1,8%
Utilities
1,4%
Communications
0,9%
Materials
0,3%
Lainnya/Tidak terpetakan
7,7%
Portofolio lengkap 88 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $19.247.085 | 8,60% | 66.516 | $1.902.226 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $16.329.936 | 7,30% | 81.613 | $1.894.893 | Turun ×4 | ||
| LLY Eli Lilly and Company Common Stock | $15.103.705 | 6,75% | 12.592 | $2.988.302 | Turun ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $12.768.306 | 5,71% | 21.980 | $8.237.547 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12.448.276 | 5,56% | 34.833 | $2.159.726 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $11.959.720 | 5,34% | 32.062 | $55.449 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $10.453.440 | 4,67% | 9.816 | $3.397.947 | Turun ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10.427.888 | 4,66% | 43.752 | $1.197.030 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $7.624.948 | 3,41% | 13.536 | $-296.397 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6.989.223 | 3,12% | 21.352 | $761.216 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $5.829.761 | 2,61% | 45.368 | $374.001 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $5.514.439 | 2,46% | 48.688 | $-594.673 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5.308.191 | 2,37% | 11.115 | $1.560.663 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $3.930.712 | 1,76% | 26.805 | $156.119 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $3.470.237 | 1,55% | 25.382 | $-834.927 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $3.276.608 | 1,46% | 1.647 | $1.134.222 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3.063.859 | 1,37% | 7.284 | $463.655 | Naik ×6 | ||
| VZ Verizon Communications Inc. Common Stock | $3.014.276 | 1,35% | 71.192 | $-480.966 | Naik ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $3.014.044 | 1,35% | 32.665 | $-32.706 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $2.926.143 | 1,31% | 10.825 | $-395.579 | Naik ×6 | ||
| T AT&T Inc. | $2.807.068 | 1,25% | 135.607 | $-1.011.140 | Naik ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $2.755.180 | 1,23% | 82.763 | $12.991 | Naik ×6 | ||
| CVX Chevron Corporation Common Stock | $2.538.734 | 1,13% | 15.316 | $-652.281 | Turun ×5 | ||
| KO Coca-Cola Company (The) Common Stock | $2.246.178 | 1,00% | 27.638 | $144.284 | |||
| MU Micron Technology, Inc. - Common Stock | $2.244.291 | 1,00% | 1.944 | $1.311.425 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2.204.246 | 0,99% | 18.893 | $-380.668 | Naik ×5 | ||
| MO Altria Group, Inc. | $2.112.993 | 0,94% | 29.368 | $389.202 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.070.493 | 0,93% | 5.860 | $433.532 | Naik ×2 | ||
| INTC Intel Corporation - Common Stock | $2.060.506 | 0,92% | 14.757 | $1.340.750 | Turun ×2 | ||
| GLD | $1.994.041 | 0,89% | 5.413 | $-125.137 | Naik ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.918.605 | 0,86% | 16.334 | $651.250 | |||
| PEP PepsiCo, Inc. - Common Stock | $1.868.259 | 0,83% | 13.798 | $-564.783 | Turun ×2 | ||
| RTX RTX Corporation Common Stock | $1.720.818 | 0,77% | 9.070 | $250.958 | Naik ×3 | ||
| EIRL | $1.632.572 | 0,73% | 20.838 | $214.397 | Naik ×1 | ||
| LQD | $1.408.530 | 0,63% | 12.914 | $1.033 | |||
| AVGO Broadcom Inc. - Common Stock | $1.376.129 | 0,61% | 3.643 | $105.504 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $1.313.298 | 0,59% | 8.383 | $-690.554 | Turun ×2 | ||
| IBB IBB | $1.282.262 | 0,57% | 6.742 | $-66.344 | Turun ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.215.967 | 0,54% | 14.809 | $-213.567 | Turun ×2 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $1.028.304 | 0,46% | 16.650 | $72.319 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.020.833 | 0,46% | 4.020 | $31.256 | Turun ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.010.383 | 0,45% | 1.080 | $245.047 | Naik ×2 | ||
| SPY SPY | $994.065 | 0,44% | 1.331 | $135.078 | Naik ×1 | ||
| GBTC | $991.016 | 0,44% | 21.771 | $-157.622 | |||
| LMT Lockheed Martin Corporation Common Stock | $952.184 | 0,43% | 1.869 | $-319.453 | Turun ×4 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $904.018 | 0,40% | 2.175 | $310.335 | Turun ×1 | ||
| XEL Xcel Energy Inc. - Common Stock | $878.643 | 0,39% | 10.942 | $9.411 | |||
| BAC Bank of America Corporation Common Stock | $826.854 | 0,37% | 14.511 | $62.394 | Turun ×6 | ||
| DE Deere & Company Common Stock | $688.599 | 0,31% | 1.086 | $2.848 | Turun ×6 | ||
| CMS CMS Energy Corporation Common Stock | $688.500 | 0,31% | 9.000 | $-9.720 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $678.705 | 0,30% | 671 | $107.679 | Turun ×5 | ||
| SLV | $672.011 | 0,30% | 12.568 | $-172.925 | Naik ×2 | ||
| ES Eversource Energy (D/B/A) Common Stock | $664.134 | 0,30% | 9.190 | $51.806 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $606.558 | 0,27% | 2.410 | $102.381 | Naik ×3 | ||
| ETHE | $589.831 | 0,26% | 46.225 | $-154.421 | Naik ×4 | ||
| MSTR Strategy Inc - Class A Common Stock | $517.581 | 0,23% | 5.954 | $-222.358 | Naik ×1 | ||
| IVV | $509.269 | 0,23% | 680 | $65.725 | Naik ×1 | ||
| CNP CenterPoint Energy, Inc (Holding Co) Common Stock | $486.634 | 0,22% | 11.050 | $9.736 | |||
| SCHA | $483.067 | 0,22% | 13.370 | $33.091 | Turun ×6 | ||
| VIG | $473.240 | 0,21% | 2.000 | $43.120 | |||
| TXN Texas Instruments Incorporated - Common Stock | $453.961 | 0,20% | 1.523 | $75.776 | Turun ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $450.780 | 0,20% | 1.278 | $31.750 | Naik ×1 | ||
| BRKB | $428.334 | 0,19% | 856 | $18.139 | |||
| SCHG | $421.107 | 0,19% | 12.444 | $64.002 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $408.014 | 0,18% | 2.388 | Naik ×1 | |||
| KHC The Kraft Heinz Company - Common Stock | $368.432 | 0,16% | 15.598 | $40.892 | Naik ×1 | ||
| WKEY WISeKey International Holding Ltd - American Depositary Shares | $362.318 | 0,16% | 49.497 | $58.406 | |||
| ET Energy Transfer LP Common Units | $357.490 | 0,16% | 18.697 | $-123.949 | Turun ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $356.000 | 0,16% | 4.986 | $-137.250 | Turun ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $327.218 | 0,15% | 1.878 | $4.723 | Naik ×1 | ||
| SO Southern Company (The) Common Stock | $323.678 | 0,14% | 3.382 | $-1.666 | Naik ×3 | ||
| LAES SEALSQ Corp - Ordinary Shares | $316.421 | 0,14% | 100.451 | $53.239 | |||
| F Ford Motor Company Common Stock | $296.835 | 0,13% | 21.355 | $138.783 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $296.539 | 0,13% | 3.081 | $-15.436 | Turun ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $291.523 | 0,13% | 994 | $2.125 | Turun ×6 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $288.483 | 0,13% | 5.007 | $-14.892 | Naik ×1 | ||
| PFE Pfizer, Inc. Common Stock | $286.467 | 0,13% | 11.896 | $-29.242 | Naik ×3 | ||
| IBM International Business Machines Corporation Common Stock | $282.360 | 0,13% | 1.004 | $38.989 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $267.701 | 0,12% | 785 | Naik ×1 | |||
| WFC Wells Fargo & Company Common Stock | $263.360 | 0,12% | 3.187 | $9.679 | |||
| SCHD | $259.853 | 0,12% | 8.195 | $5.929 | Turun ×1 | ||
| USO | $250.986 | 0,11% | 2.358 | $-73.883 | Turun ×1 | ||
| IYW | $248.194 | 0,11% | 984 | Naik ×1 | |||
| V Visa Inc. | $235.068 | 0,11% | 685 | $7.150 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $232.083 | 0,10% | 321 | Naik ×1 | |||
| PM Philip Morris International Inc Common Stock | $227.585 | 0,10% | 1.258 | $19.587 | |||
| SPYM | $218.470 | 0,10% | 2.486 | Naik ×1 | |||
| UAMY United States Antimony Corporation Common Stock | $121.010 | 0,05% | 16.668 | $-20.049 | 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 |
|---|---|---|---|
| TSLA | $3.063.859 | 1,37% | naik ×6 |
| MCD | $2.926.143 | 1,31% | naik ×6 |
| IBIT | $2.755.180 | 1,23% | naik ×6 |
| PLTR | $2.204.246 | 0,99% | naik ×5 |
| GLD | $1.994.041 | 0,89% | naik ×4 |
| RTX | $1.720.818 | 0,77% | naik ×3 |
| ABBV | $606.558 | 0,27% | naik ×3 |
| ETHE | $589.831 | 0,26% | naik ×4 |
| SO | $323.678 | 0,14% | naik ×3 |
| PFE | $286.467 | 0,13% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
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 |
|---|---|---|---|---|
| SUN | 31 Des. 2025 | 30.780 | $1.539.317 | 47,7% |
| TMO | 30 Juni 2025 | 2.214 | $1.101.848 | 52,8% |
| BTC | 30 Juni 2026 | 16.736 | $501.913 | Tidak lagi dilacak |
| EBC | 30 Sep. 2025 | 26.775 | $408.860 | 26,5% |
| KMB | 31 Des. 2025 | 3.135 | $389.806 | 8,2% |
| EPD | 31 Des. 2025 | 10.204 | $319.079 | 19,7% |
| RCL | 30 Sep. 2025 | 848 | $265.543 | -8,9% |
| ETH | 31 Des. 2025 | 6.705 | $262.702 | Tidak lagi dilacak |
| PFE | 30 Juni 2025 | 9.442 | $239.260 | 14,8% |
| HBR | 30 Juni 2026 | 20.000 | $238.200 | |
| MSTY | 31 Des. 2025 | 16.666 | $232.664 | Tidak lagi dilacak |
| PFF | 31 Maret 2026 | 7.079 | $219.152 | |
| DEFT | 31 Des. 2025 | 102.000 | $215.220 | -33,2% |
| ISRG | 30 Juni 2026 | 466 | $214.821 | -0,7% |
| ABBV | 30 Juni 2025 | 1.022 | $214.129 | 42,9% |
| NBIS | 30 Juni 2025 | 10.000 | $211.100 | 290,4% |
| USO | 31 Des. 2025 | 2.825 | $208.344 | Tidak lagi dilacak |
| SXC | 30 Juni 2025 | 22.298 | $205.142 | 9,4% |
| F | 30 Juni 2025 | 17.065 | $171.162 | 28,9% |
| DDC | 30 Sep. 2025 | 10.000 | $109.000 | Tidak lagi dilacak |
| BRR | 31 Maret 2026 | 20.000 | $70.600 | 8,1% |
| TLRY | 31 Des. 2025 | 14.647 | $25.339 | -48,0% |
| BITF | 30 Juni 2025 | 12.600 | $9.931 | Tidak lagi dilacak |