Goldenstone Wealth Management LLC
CIK 2109094 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $152.9M
- Posisi
- 76
- Per tanggal
- 30 Juni 2026
#7.325 dari 9.443 berdasarkan nilai 13F · top 77.6%
Nilai portofolio QoQ: +11.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 53,41%
- Bobot 25 kepemilikan teratas
- 79,92%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 23,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 8,37% Perkiraan pembelian $12.156.725 · penjualan $20.287.789
- Posisi baru
- 4
- Meningkat
- 39
- Menurun
- 27
- Tertutup
- 17
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 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
32,2%
Communication Services
6,4%
Retail
4,9%
Financial Services
2,7%
Industrials
2,1%
Healthcare
1,3%
Financials
1,2%
Consumer Discretionary
1,1%
Energy
0,5%
Utilities
0,2%
Lainnya/Tidak terpetakan
47,3%
Portofolio lengkap 76 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BUFR | $16.915.544 | 11,06% | 463.059 | $2.977.071 | Naik ×2 | ||
| DDTN | $14.994.595 | 9,81% | 735.350 | $751.535 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $7.827.692 | 5,12% | 27.052 | $1.128.559 | Naik ×2 | ||
| USFR | $7.398.366 | 4,84% | 146.939 | $-7.783.092 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6.660.678 | 4,36% | 17.856 | $505.573 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $6.648.017 | 4,35% | 9.195 | $3.512.405 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6.402.049 | 4,19% | 31.996 | $964.184 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5.282.152 | 3,46% | 14.950 | $1.019.897 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5.111.037 | 3,34% | 8.798 | $3.299.781 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $4.411.371 | 2,89% | 10.180 | $2.190.781 | Turun ×1 | ||
| ACYN | $4.276.658 | 2,80% | 205.707 | Naik ×1 | |||
| BUFZ | $4.238.378 | 2,77% | 151.750 | $150.754 | Turun ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $3.993.587 | 2,61% | 2.007 | $1.352.788 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.894.819 | 2,55% | 16.341 | $620.012 | Naik ×2 | ||
| BUFQ | $3.183.058 | 2,08% | 81.056 | $110.337 | Turun ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3.159.245 | 2,07% | 73.232 | $167.120 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2.781.333 | 1,82% | 4.938 | $186.175 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2.553.071 | 1,67% | 6.759 | $499.767 | Naik ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2.206.366 | 1,44% | 21.568 | $480.237 | Turun ×1 | ||
| IVV | $2.093.205 | 1,37% | 2.795 | $807.459 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.735.432 | 1,14% | 4.126 | $299.708 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1.679.455 | 1,10% | 1.577 | $532.420 | Turun ×2 | ||
| NNOV | $1.593.409 | 1,04% | 50.670 | $-1.471 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.590.090 | 1,04% | 4.858 | $189.350 | Naik ×2 | ||
| BOXX | $1.547.227 | 1,01% | 13.214 | $1.189.635 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1.446.884 | 0,95% | 20.264 | $-317.027 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $1.252.674 | 0,82% | 11.060 | $-126.080 | Turun ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1.224.585 | 0,80% | 1.269 | $728.617 | Naik ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1.219.615 | 0,80% | 4.094 | $815.553 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.101.357 | 0,72% | 4.337 | $-361.995 | Turun ×2 | ||
| V Visa Inc. | $1.001.881 | 0,66% | 2.920 | $175.788 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $964.876 | 0,63% | 954 | $135.929 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $951.338 | 0,62% | 2.697 | $101.904 | Naik ×2 | ||
| MS Morgan Stanley Common Stock | $924.857 | 0,60% | 4.424 | $179.129 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $916.822 | 0,60% | 980 | $-43.742 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 45784N379) | $823.550 | 0,54% | 41.700 | $40.728 | |||
| FNOV | $816.520 | 0,53% | 13.960 | $65.776 | Turun ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $796.510 | 0,52% | 1.044 | $419.004 | Naik ×2 | ||
| FJUL | $780.867 | 0,51% | 13.115 | $63.214 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $776.975 | 0,51% | 1.634 | $200.585 | Turun ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $770.280 | 0,50% | 2.301 | $201.811 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $748.601 | 0,49% | 1.458 | $71.942 | Naik ×2 | ||
| ITOT | $734.744 | 0,48% | 4.473 | $469.668 | Naik ×2 | ||
| ACII | $705.824 | 0,46% | 27.734 | $-25.800 | Turun ×1 | ||
| FTHI First Trust BuyWrite Income ETF | $654.214 | 0,43% | 27.430 | $388.293 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $629.337 | 0,41% | 2.086 | $332.463 | Naik ×2 | ||
| ARM Arm Holdings plc - American Depositary Shares | $607.148 | 0,40% | 1.712 | $353.837 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $598.739 | 0,39% | 813 | $88.572 | Turun ×1 | ||
| ESGV | $595.741 | 0,39% | 4.505 | $89.965 | |||
| FMAR | $515.806 | 0,34% | 9.870 | $37.210 | |||
| FMTM MarketDesk Focused U.S. Momentum ETF | $515.084 | 0,34% | 11.803 | $124.894 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $511.771 | 0,33% | 532 | $12.063 | Naik ×2 | ||
| EPI | $493.805 | 0,32% | 11.543 | $14.980 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $489.750 | 0,32% | 3.582 | $-76.738 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $448.880 | 0,29% | 1.080 | $-1.236.680 | Turun ×1 | ||
| IJK | $440.625 | 0,29% | 3.750 | $49.635 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $437.377 | 0,29% | 1.738 | $78.068 | Naik ×2 | ||
| XC | $422.007 | 0,28% | 13.300 | $6.490 | Turun ×1 | ||
| IWR | $408.184 | 0,27% | 3.700 | $47.041 | Turun ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $406.268 | 0,27% | 1.843 | $2.664 | Naik ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $400.730 | 0,26% | 898 | $88.892 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $351.022 | 0,23% | 4.106 | $34.408 | |||
| GEV GE Vernova Inc. Common Stock | $344.234 | 0,23% | 293 | $95.457 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $341.602 | 0,22% | 956 | $108.915 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $330.580 | 0,22% | 1.994 | $-42.600 | Naik ×2 | ||
| BUFD | $319.490 | 0,21% | 10.750 | $18.490 | |||
| RSP | $304.355 | 0,20% | 1.430 | $-6.157 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $276.211 | 0,18% | 4.848 | $8.368 | Turun ×2 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $265.889 | 0,17% | 794 | Naik ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $259.646 | 0,17% | 857 | $-80.953 | Turun ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $247.073 | 0,16% | 485 | $-45.692 | Naik ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $242.746 | 0,16% | 490 | ||||
| VST Vistra Corp. Common Stock | $237.162 | 0,16% | 1.495 | $32.022 | Naik ×1 | ||
| NLR | $222.339 | 0,15% | 1.917 | $-11.181 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $213.234 | 0,14% | 3.469 | $-5.138 | Turun ×1 | ||
| DXJ | $209.160 | 0,14% | 1.205 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| USFR | Dipangkas | -155K | -$7.8M |
| AMAT | Beli lebih banyak | +21 | +$3.5M |
| AMD | Dipangkas | -106 | +$3.3M |
| BUFR | Beli lebih banyak | +50K | +$3.0M |
| LRCX | Dipangkas | -213 | +$2.2M |
| ASML | Beli lebih banyak | +8 | +$1.4M |
| UNH | Dipangkas | -5K | -$1.2M |
| BOXX | Beli lebih banyak | +10K | +$1.2M |
| AAPL | Beli lebih banyak | +656 | +$1.1M |
| GOOG | Beli lebih banyak | +92 | +$1.0M |
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 |
|---|---|---|---|---|
| JAJL | 30 Juni 2026 | 61.510 | $1.788.096 | Tidak lagi dilacak |
| BRKB | 30 Juni 2026 | 2.080 | $996.736 | Tidak lagi dilacak |
| NKE | 30 Juni 2026 | 14.314 | $756.058 | -1,1% |
| ITW | 30 Juni 2026 | 2.850 | $741.827 | 4,9% |
| CSX | 30 Juni 2026 | 14.172 | $581.761 | 6,9% |
| MRSH | 30 Juni 2026 | 2.295 | $398.068 | 12,9% |
| DIS | 30 Juni 2026 | 3.892 | $375.111 | 12,2% |
| ADP | 30 Juni 2026 | 1.425 | $289.532 | 24,7% |
| TXN | 30 Juni 2026 | 1.342 | $260.506 | -10,8% |
| MPC | 30 Juni 2026 | 1.048 | $255.901 | 42,5% |
| IBM | 30 Juni 2026 | 1.000 | $242.390 | -16,1% |
| RTX | 30 Juni 2026 | 1.250 | $241.125 | 14,5% |
| HUM | 30 Juni 2026 | 1.339 | $232.169 | -3,6% |
| AVY | 30 Juni 2026 | 1.335 | $230.528 | 11,7% |
| GE | 30 Juni 2026 | 798 | $226.516 | -5,5% |
| BKNG | 31 Maret 2026 | 42 | $222.714 | 26,3% |
| PM | 30 Juni 2026 | 1.329 | $219.737 | 5,6% |
| ROK | 31 Maret 2026 | 537 | $208.861 | 21,1% |
| XLC | 31 Maret 2026 | 1.748 | $205.719 | Tidak lagi dilacak |
| BX | 30 Juni 2026 | 1.779 | $204.625 | 21,7% |