Hudson Oak Wealth Advisory LLC
CIK 2088700 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $129.7M
- Posisi
- 52
- Per tanggal
- 30 Juni 2026
#7.832 dari 9.443 berdasarkan nilai 13F · top 82.9%
Nilai portofolio QoQ: +12.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 53,29%
- Bobot 25 kepemilikan teratas
- 84,89%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 23,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,21% Perkiraan pembelian $2.703.113 · penjualan $4.856.805
- Posisi baru
- 2
- Meningkat
- 17
- Menurun
- 30
- Tertutup
- 2
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
10,1%
Communication Services
0,7%
Retail
0,3%
Financials
0,2%
Lainnya/Tidak terpetakan
88,7%
Portofolio lengkap 52 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $12.476.074 | 9,62% | 18.165 | $1.727.794 | Naik ×2 | ||
| IEFA | $11.709.166 | 9,03% | 121.238 | $929.397 | Naik ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $10.551.870 | 8,14% | 40.528 | $4.559.062 | Turun ×1 | ||
| VEA | $7.080.398 | 5,46% | 99.374 | $444.914 | Turun ×1 | ||
| QUAL | $5.098.456 | 3,93% | 23.235 | $585.359 | Turun ×1 | ||
| IJH | $4.607.862 | 3,55% | 59.757 | $515.949 | Turun ×1 | ||
| VTV | $4.569.992 | 3,52% | 20.970 | $370.527 | Turun ×2 | ||
| VWO | $4.550.706 | 3,51% | 76.239 | $535.602 | Naik ×2 | ||
| AGG | $4.360.366 | 3,36% | 44.053 | $460.048 | Naik ×2 | ||
| AVLV | $4.086.573 | 3,15% | 44.804 | $477.744 | Naik ×2 | ||
| ICSH | $4.067.644 | 3,14% | 80.420 | $273.068 | Naik ×2 | ||
| AVUV | $4.009.038 | 3,09% | 32.134 | $331.381 | Turun ×1 | ||
| MTUM | $3.508.865 | 2,71% | 10.235 | $993.770 | Turun ×1 | ||
| SUB | $3.013.846 | 2,32% | 28.307 | $-7.346 | Turun ×1 | ||
| BIL | $2.883.269 | 2,22% | 31.463 | $-67.264 | Turun ×2 | ||
| SPTS | $2.723.923 | 2,10% | 93.896 | $411.437 | Naik ×2 | ||
| GLDM | $2.643.495 | 2,04% | 33.285 | $-491.559 | Turun ×1 | ||
| USMV | $2.471.595 | 1,91% | 25.623 | $169.788 | Naik ×2 | ||
| IEMG | $2.384.632 | 1,84% | 28.786 | $201.387 | Turun ×1 | ||
| ACWV | $2.383.560 | 1,84% | 19.825 | $90.402 | Naik ×2 | ||
| RSP | $2.373.237 | 1,83% | 11.154 | $240.622 | Naik ×2 | ||
| IJR | $2.358.722 | 1,82% | 15.904 | $318.671 | Turun ×1 | ||
| AVDV | $2.197.953 | 1,70% | 21.329 | $-1.963 | Turun ×1 | ||
| MUB | $2.082.555 | 1,61% | 19.351 | $363.774 | Naik ×2 | ||
| IVV | $1.869.978 | 1,44% | 2.497 | $123.294 | Turun ×1 | ||
| IJJ | $1.758.873 | 1,36% | 11.906 | $155.888 | Turun ×1 | ||
| IJS | $1.694.285 | 1,31% | 12.396 | $183.929 | Turun ×1 | ||
| IAU | $1.661.749 | 1,28% | 22.007 | $-278.388 | |||
| VTEB | $1.555.133 | 1,20% | 30.746 | $5.051 | Turun ×2 | ||
| VNQ | $1.339.220 | 1,03% | 13.888 | $169.710 | Naik ×2 | ||
| XLRE XLRE | $1.277.310 | 0,99% | 29.010 | $29.913 | Turun ×1 | ||
| DISV | $1.119.547 | 0,86% | 27.898 | $22.050 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $899.713 | 0,69% | 12.256 | $36.947 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $819.969 | 0,63% | 4.098 | $114.347 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $656.847 | 0,51% | 2.270 | $62.978 | Turun ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $634.260 | 0,49% | 6.200 | $59.334 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $633.109 | 0,49% | 8.011 | $-2.716 | Turun ×1 | ||
| SPY SPY | $606.377 | 0,47% | 812 | $78.301 | |||
| NYF | $527.568 | 0,41% | 9.787 | $13.420 | Naik ×2 | ||
| CWB | $512.037 | 0,39% | 4.749 | $57.640 | Turun ×1 | ||
| DBMF | $499.923 | 0,39% | 16.332 | $7.513 | |||
| VV | $475.284 | 0,37% | 1.382 | $67.055 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $417.810 | 0,32% | 1.753 | $46.881 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $336.464 | 0,26% | 902 | $-14.087 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $327.708 | 0,25% | 917 | $55.389 | Turun ×2 | ||
| VTI | $301.583 | 0,23% | 815 | $38.198 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $295.384 | 0,23% | 836 | $44.381 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $280.291 | 0,22% | 742 | $42.587 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $270.942 | 0,21% | 481 | $-15.695 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $242.224 | 0,19% | 740 | $20.427 | Turun ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $227.395 | 0,18% | 197 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $217.260 | 0,17% | 374 | 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 |
|---|---|---|---|
| DDOG | Dipangkas | -10K | +$4.6M |
| VOO | Beli lebih banyak | +178 | +$1.7M |
| MTUM | Dipangkas | -245 | +$994K |
| IEFA | Beli lebih banyak | +2K | +$929K |
| QUAL | Dipangkas | -294 | +$585K |
| VWO | Beli lebih banyak | +2K | +$536K |
| IJH | Dipangkas | -837 | +$516K |
| GLDM | Dipangkas | -538 | -$492K |
| AVLV | Beli lebih banyak | +35 | +$478K |
| AGG | Beli lebih banyak | +5K | +$460K |
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 |
|---|---|---|---|---|
| CRM | 31 Maret 2026 | 944 | $250.075 | 10,1% |
| INDA | 30 Juni 2026 | 4.744 | $222.209 | Tidak lagi dilacak |
| EFAV | 30 Juni 2026 | 2.410 | $220.202 | Tidak lagi dilacak |
| SHYG | 31 Maret 2026 | 5.017 | $215.079 | Tidak lagi dilacak |
| BRKB | 31 Maret 2026 | 419 | $210.610 | Tidak lagi dilacak |