Jeter Robert S II

CIK 2093023 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +3.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas72,57%

Bobot 25 kepemilikan teratas92,63%

Posisi di atas 1%15

Jumlah posisi efektif12,5

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 baru5

Meningkat23

Menurun13

Tertutup1

Nilai Portofolio $104.4M #8.277 dari 9.337 berdasarkan nilai 13F · top 88.6%

Posisi 47

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 13,2%

Communication Services 2,1%

Retail 1,0%

Healthcare 0,9%

Industrials 0,9%

Consumer Discretionary 0,5%

Financials 0,5%

Lainnya/Tidak terpetakan 81,0%

Portofolio lengkap 47 posisi

					Rentetan
IVV iShares Trust	$22.033.071	21,11%	29.063	$678.903	Naik ×1
GSIE Goldman Sachs ETF Trust	$8.346.698	8,00%	181.174	$227.242	Naik ×1
MFSI MFS Active Exchange Traded Funds Trust	$8.151.061	7,81%	249.803	$252.943	Naik ×1
FBND Fidelity Merrimack Street Trust	$6.384.092	6,12%	141.085	$59.245	Naik ×1
JPIE J.P. Morgan Exchange-Traded Fund Trust	$5.906.631	5,66%	128.769	$-59.518	Turun ×1
MFSB MFS Active Exchange Traded Funds Trust	$5.792.542	5,55%	233.382	$65.824	Naik ×1
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	$5.532.824	5,30%	210.374	$116.055	Naik ×1
IJH iShares Trust	$5.005.988	4,80%	66.156	$198.310	Naik ×1
IJR iShares Trust	$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 iShares Flexible Income Active ETF	$2.790.619	2,67%	53.481	$8.439	Naik ×1
GSST Goldman Sachs ETF Trust	$2.738.507	2,62%	54.271	$-107.919	Turun ×1
JPST J.P. Morgan Exchange-Traded Fund Trust	$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 iShares Trust	$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 PIMCO ETF Trust	$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 J.P. Morgan Exchange-Traded Fund Trust	$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 PIMCO ETF Trust	$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 iShares Trust	$358.645	0,34%	3.689	$-295
IEMG iShares, Inc.	$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 SCHWAB STRATEGIC TRUST	$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 VANGUARD INDEX FUNDS	$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.

Sekuritas	Nilai	Saham	% dari portofolio
ADBE	$685.457	3.065	0,66%
WDC	$399.653	686	0,38%
GLW	$320.504	1.679	0,31%
SNDK	$260.565	136	0,25%
COF	$212.437	1.054	0,20%

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	61,8%