JDH Wealth Management, LLC
CIK 2022512 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $164.3M
- Posisi
- 61
- Per tanggal
- 30 Juni 2026
#7.101 dari 9.443 berdasarkan nilai 13F · top 75.2%
Nilai portofolio QoQ: +10.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,69%
- Bobot 25 kepemilikan teratas
- 90,78%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 17,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,41% Perkiraan pembelian $3.766.823 · penjualan $4.214.283
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 95,3% masih dipegang
- Posisi baru
- 8
- Meningkat
- 16
- Menurun
- 27
- 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 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.
Rincian sektor
Technology
4,8%
Communication Services
0,9%
Retail
0,5%
Consumer Discretionary
0,5%
Healthcare
0,4%
Financials
0,3%
Industrials
0,2%
Lainnya/Tidak terpetakan
92,5%
Portofolio lengkap 61 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $21.240.532 | 12,93% | 478.822 | $2.392.315 | Turun ×2 | ||
| DFIV | $15.547.936 | 9,46% | 287.818 | $132.538 | Turun ×5 | ||
| DFAT | $15.232.128 | 9,27% | 217.913 | $1.309.245 | Turun ×2 | ||
| DFUV | $11.743.736 | 7,15% | 213.484 | $1.134.856 | Turun ×4 | ||
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $10.217.788 | 6,22% | 350.048 | $697.068 | Turun ×2 | ||
| DFUS | $9.091.918 | 5,53% | 110.958 | $1.095.522 | Turun ×2 | ||
| DFAS | $8.090.553 | 4,92% | 98.258 | $1.030.498 | Turun ×4 | ||
| DFAU | $7.111.060 | 4,33% | 137.571 | $545.384 | Turun ×1 | ||
| DFIC | $6.780.068 | 4,13% | 181.966 | $171.483 | Turun ×3 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $6.174.127 | 3,76% | 104.682 | $399.998 | Naik ×6 | ||
| DFGR | $5.508.625 | 3,35% | 190.149 | $811.527 | Naik ×6 | ||
| DISV | $4.688.503 | 2,85% | 116.833 | $55.976 | Turun ×4 | ||
| DFEM | $3.858.484 | 2,35% | 94.943 | $579.714 | Naik ×1 | ||
| AVUV | $3.843.357 | 2,34% | 30.806 | $338.807 | Turun ×4 | ||
| VLUE | $3.215.742 | 1,96% | 16.094 | $843.586 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.486.414 | 1,51% | 12.426 | $380.801 | Naik ×2 | ||
| DFAX | $1.954.183 | 1,19% | 53.045 | $68.928 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $1.903.990 | 1,16% | 6.580 | $325.162 | Naik ×3 | ||
| DFAE | $1.810.495 | 1,10% | 45.026 | $111.976 | Turun ×1 | ||
| ITOT | $1.720.893 | 1,05% | 10.476 | $211.420 | Turun ×2 | ||
| DFSD | $1.657.164 | 1,01% | 34.705 | $278.555 | Naik ×2 | ||
| EFV | $1.410.357 | 0,86% | 18.424 | $24.399 | Turun ×5 | ||
| DFIS | $1.367.151 | 0,83% | 39.028 | $53.078 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.293.272 | 0,79% | 25.747 | $166.999 | Naik ×2 | ||
| VSS | $1.224.445 | 0,75% | 7.936 | $67.456 | |||
| IVLU | $1.195.132 | 0,73% | 28.578 | $-211.127 | Turun ×4 | ||
| DFAI | $945.986 | 0,58% | 22.933 | $52.516 | |||
| DFNM | $814.590 | 0,50% | 16.853 | $138.058 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $748.388 | 0,46% | 3.140 | $139.407 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $694.013 | 0,42% | 1.942 | $163.752 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $667.913 | 0,41% | 1.588 | $84.265 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $662.975 | 0,40% | 7.755 | $64.987 | |||
| DFSV | $629.484 | 0,38% | 16.228 | $-42.653 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $622.197 | 0,38% | 1.668 | $-91.491 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $576.427 | 0,35% | 1.207 | $188.460 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $472.049 | 0,29% | 1.336 | $102.000 | Naik ×4 | ||
| VEA | $469.039 | 0,29% | 6.583 | $47.200 | |||
| JPM JP Morgan Chase & Co. Common Stock | $449.751 | 0,27% | 1.374 | $41.751 | Turun ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $408.770 | 0,25% | 4.283 | $-7.449 | Turun ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $399.384 | 0,24% | 346 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $373.595 | 0,23% | 989 | $40.872 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $352.632 | 0,21% | 294 | $78.541 | Turun ×1 | ||
| RMBS Rambus, Inc. - Common Stock | $342.735 | 0,21% | 2.582 | $120.864 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $337.974 | 0,21% | 600 | $-25.329 | Turun ×1 | ||
| AVDV | $318.425 | 0,19% | 3.090 | $9.858 | |||
| INTC Intel Corporation - Common Stock | $303.546 | 0,18% | 2.174 | Naik ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $297.293 | 0,18% | 150 | $87.687 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $271.240 | 0,17% | 1.068 | $-38.465 | Turun ×1 | ||
| BRKB | $250.695 | 0,15% | 501 | $44.639 | Naik ×1 | ||
| VT | $247.667 | 0,15% | 1.578 | $29.398 | |||
| DIA | $243.434 | 0,15% | 466 | $27.587 | |||
| DFAR | $229.942 | 0,14% | 8.790 | $-10.682 | Turun ×3 | ||
| SPY SPY | $224.144 | 0,14% | 300 | Naik ×1 | |||
| WDC Western Digital Corporation - Common Stock | $217.804 | 0,13% | 341 | Naik ×1 | |||
| SCHH | $217.311 | 0,13% | 9.177 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $216.679 | 0,13% | 373 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $213.285 | 0,13% | 295 | Naik ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $209.627 | 0,13% | 6.297 | $-32.304 | |||
| KLAC KLA Corporation - Common Stock | $203.051 | 0,12% | 673 | Naik ×1 | |||
| VGSR Vert Global Sustainable Real Estate ETF | $187.078 | 0,11% | 16.432 | $17.335 | |||
| F Ford Motor Company Common Stock | $143.212 | 0,09% | 10.303 | $25.239 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Dipangkas | -6K | +$2.4M |
| DFAT | Dipangkas | -5K | +$1.3M |
| DFUV | Dipangkas | -5K | +$1.1M |
| DFUS | Dipangkas | -2K | +$1.1M |
| DFAS | Dipangkas | -998 | +$1.0M |
| VLUE | Dipangkas | -589 | +$844K |
| DFGR | Beli lebih banyak | +13K | +$812K |
| BSVO | Dipangkas | -25K | +$697K |
| DFEM | Beli lebih banyak | +44 | +$580K |
| DFAU | Dipangkas | -8K | +$545K |
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 |
|---|---|---|---|---|
| XOM | 30 Juni 2025 | 5.201 | $618.555 | 55,3% |
| BRKB | 31 Des. 2025 | 504 | $253.381 | Tidak lagi dilacak |
| JNJ | 30 Juni 2025 | 1.495 | $247.931 | 78,0% |
| SHY | 30 Juni 2025 | 2.976 | $246.222 | |
| DHR | 30 Juni 2026 | 1.264 | $239.654 | 12,6% |
| GOOG | 31 Maret 2025 | 1.214 | $231.194 | 117,7% |
| TSM | 31 Maret 2025 | 1.093 | $215.857 | 148,7% |
| F | 30 Juni 2025 | 10.213 | $102.436 | 28,9% |