Investment Insight Wealth Management, LLC
CIK 1737917 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $115.4M
- Posisi
- 44
- Per tanggal
- 30 Juni 2026
#8.115 dari 9.443 berdasarkan nilai 13F · top 85.9%
Nilai portofolio QoQ: +24.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 75,11%
- Bobot 25 kepemilikan teratas
- 94,15%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 8,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,37% Perkiraan pembelian $16.325.286 · penjualan $380.088
- Posisi baru
- 8
- Meningkat
- 20
- Menurun
- 15
- Tertutup
- 1
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
57,5%
Financial Services
5,0%
Communication Services
4,6%
Consumer Discretionary
2,7%
Healthcare
2,5%
Retail
1,5%
Financials
1,3%
Industrials
0,2%
Lainnya/Tidak terpetakan
24,8%
Portofolio lengkap 44 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $30.513.052 | 26,44% | 152.497 | $3.924.325 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $16.822.632 | 14,58% | 44.534 | $3.147.938 | Naik ×2 | ||
| MGK | $12.786.139 | 11,08% | 145.446 | $2.787.801 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.277.612 | 4,57% | 14.768 | $1.081.233 | Naik ×2 | ||
| SPY SPY | $4.629.022 | 4,01% | 6.197 | $610.934 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $4.269.828 | 3,70% | 14.756 | $508.013 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $3.435.275 | 2,98% | 6.689 | $62.096 | Turun ×1 | ||
| SPMO | $3.319.562 | 2,88% | 20.549 | $1.427.389 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $3.011.808 | 2,61% | 2.609 | $2.112.344 | Turun ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $2.616.435 | 2,27% | 22.915 | $-73.155 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.544.037 | 2,20% | 6.820 | $-34.226 | Turun ×1 | ||
| V Visa Inc. | $2.357.866 | 2,04% | 6.872 | $233.819 | Turun ×2 | ||
| CGDV | $2.042.217 | 1,77% | 41.430 | $416.496 | Naik ×2 | ||
| VOOG | $1.842.499 | 1,60% | 22.301 | $657.514 | Naik ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1.824.222 | 1,58% | 6.124 | $1.233.048 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.674.577 | 1,45% | 7.026 | $185.030 | Turun ×2 | ||
| SMH SMH | $1.647.634 | 1,43% | 2.512 | $906.883 | Naik ×2 | ||
| MCD McDonald's Corporation Common Stock | $1.470.619 | 1,27% | 5.440 | $-224.885 | Turun ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.452.291 | 1,26% | 730 | $521.106 | Naik ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $1.381.580 | 1,20% | 13.916 | $-75.324 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $828.840 | 0,72% | 2.532 | $82.011 | Turun ×1 | ||
| BKDV | $774.976 | 0,67% | 23.141 | $126.030 | Naik ×2 | ||
| CRM Salesforce, Inc. Common Stock | $745.780 | 0,65% | 4.751 | $-201.547 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $739.991 | 0,64% | 2.941 | $103.760 | Naik ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $642.856 | 0,56% | 5.166 | $-326.185 | Naik ×1 | ||
| FTXL First Trust Nasdaq Semiconductor ETF | $603.422 | 0,52% | 2.118 | Naik ×1 | |||
| PGEN Precigen, Inc. - Common Stock | $603.009 | 0,52% | 105.791 | $193.153 | Turun ×1 | ||
| VBR | $471.688 | 0,41% | 1.941 | $50.344 | Naik ×2 | ||
| CM Canadian Imperial Bank of Commerce Common Stock | $460.763 | 0,40% | 4.000 | Naik ×1 | |||
| IBOT VanEck Robotics ETF | $460.357 | 0,40% | 6.694 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $456.983 | 0,40% | 381 | $104.711 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $424.619 | 0,37% | 577 | $135.097 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $423.673 | 0,37% | 1.668 | $16.094 | Naik ×1 | ||
| ICLR ICON plc - Ordinary Shares | $390.326 | 0,34% | 2.247 | $134.369 | Turun ×2 | ||
| XLK XLK | $306.380 | 0,27% | 1.608 | $90.669 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $292.273 | 0,25% | 612 | Naik ×1 | |||
| XLI XLI | $272.172 | 0,24% | 1.469 | $35.004 | Naik ×2 | ||
| CGIC | $247.416 | 0,21% | 6.799 | $22.301 | |||
| MGV | $245.665 | 0,21% | 1.503 | Naik ×1 | |||
| AMGN Amgen Inc. - Common Stock | $227.834 | 0,20% | 629 | $7.039 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $224.812 | 0,19% | 387 | Naik ×1 | |||
| XLF XLF | $216.874 | 0,19% | 4.045 | $-32.168 | Turun ×1 | ||
| C Citigroup, Inc. Common Stock | $216.322 | 0,19% | 1.546 | Naik ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $211.606 | 0,18% | 632 | 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 |
|---|---|---|---|
| NVDA | Beli lebih banyak | +43 | +$3.9M |
| AVGO | Beli lebih banyak | +352 | +$3.1M |
| MGK | Beli lebih banyak | +118K | +$2.8M |
| MU | Dipangkas | -53 | +$2.1M |
| SPMO | Beli lebih banyak | +4K | +$1.4M |
| MRVL | Beli lebih banyak | +156 | +$1.2M |
| GOOGL | Beli lebih banyak | +175 | +$1.1M |
| SMH | Beli lebih banyak | +580 | +$907K |
| VOOG | Beli lebih banyak | +19K | +$658K |
| SPY | Beli lebih banyak | +21 | +$611K |
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 |
|---|---|---|---|---|
| FLEX | 31 Maret 2026 | 3.500 | $211.470 | 70,3% |