Jeter Robert S II
CIK 2093023 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $104.4M
- Posisi
- 47
- Per tanggal
- 30 Juni 2026
#8.276 dari 9.443 berdasarkan nilai 13F · top 87.6%
Nilai portofolio QoQ: +3.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 72,57%
- Bobot 25 kepemilikan teratas
- 92,63%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 12,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,91% Perkiraan pembelian $4.110.614 · penjualan $936.477
- Posisi baru
- 5
- Meningkat
- 23
- Menurun
- 13
- 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
13,2%
Communication Services
2,1%
Retail
1,0%
Healthcare
0,9%
Industrials
0,9%
Consumer Discretionary
0,5%
Financial Services
0,5%
Lainnya/Tidak terpetakan
81,0%
Portofolio lengkap 47 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $22.033.071 | 21,11% | 29.063 | $678.903 | Naik ×1 | ||
| GSIE | $8.346.698 | 8,00% | 181.174 | $227.242 | Naik ×1 | ||
| MFSI MFS Active International ETF | $8.151.061 | 7,81% | 249.803 | $252.943 | Naik ×1 | ||
| FBND | $6.384.092 | 6,12% | 141.085 | $59.245 | Naik ×1 | ||
| JPIE | $5.906.631 | 5,66% | 128.769 | $-59.518 | Turun ×1 | ||
| MFSB MFS Active Core Plus Bond ETF | $5.792.542 | 5,55% | 233.382 | $65.824 | Naik ×1 | ||
| PYLD | $5.532.824 | 5,30% | 210.374 | $116.055 | Naik ×1 | ||
| IJH | $5.005.988 | 4,80% | 66.156 | $198.310 | Naik ×1 | ||
| IJR | $4.803.098 | 4,60% | 32.997 | $311.325 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.790.968 | 3,63% | 12.023 | $190.470 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.949.471 | 2,83% | 13.981 | $-25.993 | Naik ×1 | ||
| BINC | $2.790.619 | 2,67% | 53.481 | $8.439 | Naik ×1 | ||
| GSST | $2.738.507 | 2,62% | 54.271 | $-107.919 | Turun ×1 | ||
| JPST | $2.687.166 | 2,57% | 53.264 | $-161.002 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.314.213 | 2,22% | 6.009 | $284.599 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.020.369 | 0,98% | 4.159 | $-172.061 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $908.972 | 0,87% | 2.560 | $81.680 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $877.878 | 0,84% | 2.195 | $-154.161 | Turun ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $868.041 | 0,83% | 5.239 | $19.378 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $720.990 | 0,69% | 2.019 | $-19.866 | Naik ×1 | ||
| ADBE Adobe Inc. - Common Stock | $685.457 | 0,66% | 3.065 | Naik ×1 | |||
| USMV | $640.765 | 0,61% | 6.554 | $32.024 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $619.897 | 0,59% | 633 | $180.026 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $578.220 | 0,55% | 864 | $-101.368 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $529.475 | 0,51% | 445 | $123.235 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $516.632 | 0,49% | 1.267 | $-19.662 | Naik ×1 | ||
| SMMU | $468.163 | 0,45% | 9.293 | $-6.811 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $466.954 | 0,45% | 837 | $190.654 | Naik ×1 | ||
| JMUB | $463.299 | 0,44% | 9.196 | $-7.043 | Turun ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $454.551 | 0,44% | 2.403 | $-65.130 | Naik ×1 | ||
| MUNI | $453.646 | 0,43% | 8.674 | $-7.486 | Turun ×1 | ||
| CTAS Cintas Corporation - Common Stock | $409.400 | 0,39% | 2.279 | $31.046 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $399.653 | 0,38% | 686 | Naik ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $382.596 | 0,37% | 2.044 | $114.489 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $362.663 | 0,35% | 998 | $32.953 | Naik ×1 | ||
| IEFA | $358.645 | 0,34% | 3.689 | $-295 | |||
| IEMG | $354.474 | 0,34% | 4.359 | $-7.367 | |||
| ADI Analog Devices, Inc. - Common Stock | $343.820 | 0,33% | 869 | $-13.554 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $320.504 | 0,31% | 1.679 | Naik ×1 | |||
| MA Mastercard Incorporated Common Stock | $283.386 | 0,27% | 538 | $7.899 | Turun ×1 | ||
| FNDX | $270.244 | 0,26% | 8.604 | $8.862 | |||
| SPY SPY | $264.091 | 0,25% | 350 | $6.062 | |||
| SNDK Sandisk Corporation - Common Stock | $260.565 | 0,25% | 136 | Naik ×1 | |||
| VOO | $233.145 | 0,22% | 336 | $5.319 | |||
| APP Applovin Corporation - Class A Common Stock | $213.946 | 0,20% | 422 | $13.875 | Turun ×1 | ||
| COF Capital One Financial Corporation Common Stock | $212.437 | 0,20% | 1.054 | Naik ×1 | |||
| WCC WESCO International, Inc. Common Stock | $202.352 | 0,19% | 604 | $-12.255 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +244 | +$679K |
| IJR | Beli lebih banyak | +530 | +$311K |
| MSFT | Beli lebih banyak | +1K | +$285K |
| MFSI | Beli lebih banyak | +2K | +$253K |
| GSIE | Beli lebih banyak | +4K | +$227K |
| IJH | Beli lebih banyak | +1K | +$198K |
| AMD | Beli lebih banyak | +230 | +$191K |
| AAPL | Dipangkas | -252 | +$190K |
| MU | Beli lebih banyak | +44 | +$180K |
| AMZN | Dipangkas | -214 | -$172K |
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 |
|---|---|---|---|---|
| PLTR | 30 Juni 2026 | 1.565 | $215.657 | 46,6% |