JUNCTURE WEALTH STRATEGIES, LLC
CIK 1632866 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $384.4M
- Posisi
- 179
- Per tanggal
- 30 Juni 2026
#4.469 dari 9.443 berdasarkan nilai 13F · top 47.3%
Nilai portofolio QoQ: +28.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 47,91%
- Bobot 25 kepemilikan teratas
- 65,75%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 22,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,23% Perkiraan pembelian $78.404.473 · penjualan $24.715.617
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 76,2% masih dipegang
- Posisi baru
- 53
- Meningkat
- 52
- Menurun
- 62
- Tertutup
- 7
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
6,0%
Healthcare
3,2%
Industrials
1,4%
Financials
1,1%
Financial Services
1,1%
Energy
0,8%
Retail
0,7%
Communications
0,4%
Materials
0,4%
Communication Services
0,4%
Consumer Discretionary
0,4%
Consumer Staples
0,4%
Consumer products
0,3%
Logistics & Transportation
0,1%
Utilities
0,1%
Telecommunication
0,1%
Real Estate
0,0%
Lainnya/Tidak terpetakan
83,2%
Portofolio lengkap 179 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VV | $62.460.493 | 16,25% | 181.619 | $1.770.535 | Turun ×4 | ||
| SCHB | $35.512.081 | 9,24% | 1.226.246 | $3.713.374 | Turun ×2 | ||
| DFUV | $18.413.142 | 4,79% | 334.724 | $706.447 | Turun ×2 | ||
| RSP | $14.850.880 | 3,86% | 69.798 | $6.417.531 | Naik ×1 | ||
| SCHD | $10.258.759 | 2,67% | 323.518 | $-1.625.099 | Turun ×1 | ||
| AGG | $9.898.099 | 2,57% | 100.001 | $747.192 | Naik ×6 | ||
| DFAT | $9.565.675 | 2,49% | 136.848 | $1.033.881 | Naik ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8.949.342 | 2,33% | 108.280 | $599.288 | Naik ×6 | ||
| VGK | $7.434.454 | 1,93% | 83.967 | $335.519 | Turun ×2 | ||
| SDY | $6.813.251 | 1,77% | 44.771 | Naik ×1 | |||
| XYLD | $6.485.638 | 1,69% | 159.001 | $-305.849 | Turun ×1 | ||
| SPYV | $6.344.251 | 1,65% | 104.363 | $-1.055.471 | Turun ×6 | ||
| IVV | $5.544.115 | 1,44% | 7.403 | $3.731.457 | Naik ×2 | ||
| PPA | $4.925.179 | 1,28% | 27.881 | $692.538 | Naik ×2 | ||
| EEM | $4.908.144 | 1,28% | 71.746 | $2.080.229 | Naik ×1 | ||
| IJR | $4.640.744 | 1,21% | 31.291 | $4.309.831 | Naik ×2 | ||
| SPY SPY | $4.516.465 | 1,17% | 6.048 | $673.606 | Naik ×1 | ||
| URA | $4.424.587 | 1,15% | 101.249 | $-429.704 | Naik ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $4.241.698 | 1,10% | 53.672 | $62.901 | Naik ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4.080.223 | 1,06% | 77.852 | $113.730 | Naik ×3 | ||
| FLIN | $4.050.242 | 1,05% | 113.867 | $1.091.011 | Naik ×6 | ||
| MCHI iShares MSCI China ETF | $3.727.968 | 0,97% | 73.062 | $499.683 | Naik ×5 | ||
| VOT | $3.684.176 | 0,96% | 12.028 | $375.427 | Turun ×5 | ||
| VLUE | $3.669.311 | 0,95% | 18.364 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $3.349.025 | 0,87% | 8.866 | $2.166.808 | Naik ×2 | ||
| JIRE | $3.299.930 | 0,86% | 40.004 | Naik ×1 | |||
| KBWB Invesco KBW Bank ETF | $2.983.821 | 0,78% | 32.091 | $443.515 | Turun ×1 | ||
| LIT | $2.899.335 | 0,75% | 37.038 | $1.410.328 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.883.968 | 0,75% | 14.413 | $986.412 | Naik ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2.883.324 | 0,75% | 8.455 | $1.929.099 | Naik ×1 | ||
| SIL SIL | $2.863.454 | 0,74% | 36.967 | $711.003 | Naik ×2 | ||
| REMX | $2.857.488 | 0,74% | 32.288 | $1.386.920 | Naik ×2 | ||
| GDX GDX | $2.825.724 | 0,74% | 37.452 | $634.108 | Naik ×2 | ||
| VUG | $2.764.836 | 0,72% | 32.097 | $939.927 | Naik ×4 | ||
| XME XME | $2.727.357 | 0,71% | 25.506 | $1.370.319 | Naik ×1 | ||
| FBT | $2.713.900 | 0,71% | 10.948 | $623.163 | Naik ×1 | ||
| SCHM | $2.647.867 | 0,69% | 71.816 | $257.408 | Turun ×6 | ||
| SOXX SOXX | $2.541.346 | 0,66% | 3.966 | $1.150.128 | Turun ×5 | ||
| VBK | $2.517.113 | 0,65% | 6.883 | $410.430 | Turun ×5 | ||
| FDN | $2.267.327 | 0,59% | 8.565 | $410.299 | Naik ×2 | ||
| SCHA | $2.060.517 | 0,54% | 57.031 | $295.079 | Turun ×6 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $1.914.483 | 0,50% | 3.415 | $342.281 | Turun ×6 | ||
| SCHO | $1.861.749 | 0,48% | 77.123 | $-60.993 | Turun ×6 | ||
| COPX | $1.842.585 | 0,48% | 23.939 | $1.586.965 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.829.268 | 0,48% | 4.904 | $1.008.720 | Naik ×2 | ||
| SCHG | $1.795.347 | 0,47% | 53.054 | $16.873 | Turun ×1 | ||
| VTI | $1.739.188 | 0,45% | 4.700 | $201.546 | Turun ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.697.297 | 0,44% | 14.450 | $534.223 | Turun ×2 | ||
| SUB | $1.676.690 | 0,44% | 15.748 | $-93.873 | Turun ×3 | ||
| MUB | $1.476.869 | 0,38% | 13.723 | $243.724 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1.335.514 | 0,35% | 1.157 | $1.105.107 | Naik ×1 | ||
| BSV | $1.293.540 | 0,34% | 16.603 | $-15.907 | Turun ×3 | ||
| APH Amphenol Corporation Common Stock | $1.292.602 | 0,34% | 7.331 | Naik ×1 | |||
| ALAB Astera Labs, Inc. - Common Stock | $1.262.131 | 0,33% | 2.613 | ||||
| XOM Exxon Mobil Corporation Common Stock | $1.250.919 | 0,33% | 9.149 | $380.736 | Naik ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.246.800 | 0,32% | 3.809 | $968.819 | Naik ×2 | ||
| SPYD | $1.231.920 | 0,32% | 25.821 | $-92.849 | Turun ×2 | ||
| VOO | $1.230.662 | 0,32% | 1.792 | $31.045 | Turun ×2 | ||
| SHM | $1.180.179 | 0,31% | 24.605 | $-25.520 | Turun ×3 | ||
| KNSA Kiniksa Pharmaceuticals International, plc - Class A Ordinary Shares | $1.139.845 | 0,30% | 17.824 | $683.864 | Naik ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.130.451 | 0,29% | 1.946 | $911.967 | Naik ×1 | ||
| IWF | $1.092.199 | 0,28% | 8.796 | $154.545 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $1.080.022 | 0,28% | 475 | Naik ×1 | |||
| ETON Eton Pharmaceuticals, Inc. - Common Stock | $1.044.334 | 0,27% | 28.849 | $570.947 | Naik ×3 | ||
| CVX Chevron Corporation Common Stock | $988.250 | 0,26% | 5.962 | $-444.662 | Turun ×2 | ||
| BRKB | $973.759 | 0,25% | 1.946 | $41.236 | |||
| HALO Halozyme Therapeutics, Inc. - Common Stock | $928.674 | 0,24% | 11.865 | $238.361 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $904.307 | 0,24% | 4.326 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $890.448 | 0,23% | 952 | Naik ×1 | |||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $886.831 | 0,23% | 5.262 | $288.336 | Naik ×1 | ||
| PTCT PTC Therapeutics, Inc. - Common Stock | $862.799 | 0,22% | 10.577 | $512.066 | Naik ×3 | ||
| GMED Globus Medical, Inc. Class A Common Stock | $844.775 | 0,22% | 10.692 | $24.015 | Naik ×4 | ||
| SCHZ | $827.938 | 0,22% | 35.795 | $49.395 | Naik ×1 | ||
| FITB Fifth Third Bancorp - Common Stock | $826.238 | 0,21% | 14.657 | $85.035 | Turun ×1 | ||
| PHM PulteGroup, Inc. Common Stock | $817.909 | 0,21% | 5.961 | $580.454 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $808.920 | 0,21% | 1.575 | Naik ×1 | |||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $805.992 | 0,21% | 2.418 | Naik ×1 | |||
| XLK XLK | $798.850 | 0,21% | 4.193 | $205.186 | Turun ×2 | ||
| RIO Rio Tinto Plc Common Stock | $785.785 | 0,20% | 8.278 | $-44.962 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $768.139 | 0,20% | 2.174 | $57.874 | Turun ×4 | ||
| AIP Arteris, Inc. - Common Stock | $763.300 | 0,20% | 15.709 | Naik ×1 | |||
| UBND VictoryShares Core Plus Bond ETF | $758.333 | 0,20% | 34.906 | Naik ×1 | |||
| MDYV | $750.499 | 0,20% | 7.912 | $-227.219 | Turun ×6 | ||
| LLY Eli Lilly and Company Common Stock | $734.051 | 0,19% | 612 | Naik ×1 | |||
| JEPI | $728.027 | 0,19% | 12.890 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $709.781 | 0,18% | 1.260 | $-103.249 | Turun ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $703.445 | 0,18% | 2.360 | Naik ×1 | |||
| IJH | $687.436 | 0,18% | 8.915 | $94.117 | Naik ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $681.453 | 0,18% | 3.920 | $106.425 | Turun ×2 | ||
| QUAL | $681.111 | 0,18% | 3.104 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $674.222 | 0,18% | 1.603 | $29.236 | Turun ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $649.619 | 0,17% | 7.517 | $-2.030 | |||
| SLYG | $647.710 | 0,17% | 5.437 | $314.564 | Naik ×1 | ||
| DVY iShares Select Dividend ETF | $637.860 | 0,17% | 4.081 | $-72.556 | Turun ×4 | ||
| ZETA Zeta Global Holdings Corp. Class A Common Stock | $634.798 | 0,17% | 32.256 | $271.838 | Naik ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $633.100 | 0,16% | 2.328 | Naik ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $617.798 | 0,16% | 2.509 | $19.475 | Turun ×1 | ||
| KLIC Kulicke and Soffa Industries, Inc. - Common Stock | $617.570 | 0,16% | 4.617 | Naik ×1 | |||
| SPYG | $614.702 | 0,16% | 5.166 | $107.430 | Turun ×6 | ||
| TPR Tapestry, Inc. Common Stock | $607.550 | 0,16% | 4.150 | $7.803 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| AGG | $9.898.099 | 2,57% | naik ×6 |
| VCIT | $8.949.342 | 2,33% | naik ×6 |
| IGSB | $4.080.223 | 1,06% | naik ×3 |
| FLIN | $4.050.242 | 1,05% | naik ×6 |
| MCHI | $3.727.968 | 0,97% | naik ×5 |
| VUG | $2.764.836 | 0,72% | naik ×4 |
| XOM | $1.250.919 | 0,33% | naik ×4 |
| KNSA | $1.139.845 | 0,30% | naik ×3 |
| ETON | $1.044.334 | 0,27% | naik ×3 |
| PTCT | $862.799 | 0,22% | naik ×3 |
| GMED | $844.775 | 0,22% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SDY | $6.813.251 | 44.771 | 1,77% |
| VLUE | $3.669.311 | 18.364 | 0,95% |
| JIRE | $3.299.930 | 40.004 | 0,86% |
| APH | $1.292.602 | 7.331 | 0,34% |
| ALAB | $1.262.131 | 2.613 | 0,33% |
| SNDK | $1.080.022 | 475 | 0,28% |
| MS | $904.307 | 4.326 | 0,24% |
| COST | $890.448 | 952 | 0,23% |
| MA | $808.920 | 1.575 | 0,21% |
| SIMO | $805.992 | 2.418 | 0,21% |
| AIP | $763.300 | 15.709 | 0,20% |
| UBND | $758.333 | 34.906 | 0,20% |
| LLY | $734.051 | 612 | 0,19% |
| JEPI | $728.027 | 12.890 | 0,19% |
| TXN | $703.445 | 2.360 | 0,18% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| RSP | Beli lebih banyak | +26K | +$6.4M |
| IVV | Beli lebih banyak | +5K | +$3.7M |
| SCHB | Dipangkas | -41K | +$3.7M |
| AVGO | Beli lebih banyak | +5K | +$2.2M |
| EEM | Beli lebih banyak | +22K | +$2.1M |
| PANW | Beli lebih banyak | +3K | +$1.9M |
| VV | Dipangkas | -21K | +$1.8M |
| SCHD | Dipangkas | -64K | -$1.6M |
| LIT | Beli lebih banyak | +17K | +$1.4M |
| REMX | Beli lebih banyak | +16K | +$1.4M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
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 |
|---|---|---|---|---|
| SDS | 30 Juni 2025 | 148.061 | $3.177.389 | Tidak lagi dilacak |
| KRE | 31 Des. 2025 | 34.938 | $2.211.575 | Tidak lagi dilacak |
| NETL | 31 Maret 2025 | 89.372 | $2.102.512 | Tidak lagi dilacak |
| CLBT | 31 Maret 2025 | 60.003 | $1.321.866 | -42,1% |
| CYBR | 31 Maret 2026 | 2.786 | $1.242.723 | Tidak lagi dilacak |
| TWM | 30 Juni 2025 | 21.340 | $1.149.159 | Tidak lagi dilacak |
| VRRM | 31 Maret 2025 | 39.562 | $956.609 | -79,5% |
| TTD | 31 Maret 2025 | 6.639 | $780.282 | -75,8% |
| GLBE | 31 Maret 2025 | 13.161 | $717.669 | 13,0% |
| SCHH | 31 Maret 2026 | 32.174 | $672.111 | Tidak lagi dilacak |
| ITB | 30 Juni 2025 | 6.624 | $630.678 | Tidak lagi dilacak |
| BMY | 30 Sep. 2025 | 11.116 | $514.546 | 46,5% |
| ONTO | 30 Sep. 2025 | 4.960 | $500.613 | 132,9% |
| APAM | 31 Maret 2026 | 11.800 | $480.732 | 16,5% |
| LMT | 30 Sep. 2025 | 1.034 | $478.887 | 13,9% |
| CMA | 31 Maret 2026 | 5.485 | $476.811 | Tidak lagi dilacak |
| UPS | 30 Juni 2025 | 4.124 | $453.596 | 2,4% |
| CAG | 30 Juni 2025 | 15.372 | $409.967 | -21,5% |
| GIS | 30 Juni 2025 | 6.674 | $399.038 | -24,1% |
| KVUE | 30 Sep. 2025 | 18.716 | $391.731 | 16,7% |
| PODD | 31 Maret 2026 | 1.336 | $379.745 | -30,4% |
| ETD | 31 Des. 2025 | 12.500 | $368.250 | 2,9% |
| CPB | 31 Maret 2026 | 12.848 | $358.074 | 6,4% |
| FMC | 31 Maret 2025 | 7.250 | $352.417 | -74,0% |
| HUBS | 31 Des. 2025 | 697 | $326.057 | -41,8% |
| KMB | 30 Sep. 2025 | 2.529 | $325.976 | -12,8% |
| NVO | 31 Maret 2025 | 3.769 | $324.209 | -32,7% |
| JHG | 31 Maret 2026 | 6.718 | $319.575 | Tidak lagi dilacak |
| FMC | 31 Des. 2025 | 9.495 | $319.317 | -21,1% |
| TTE | 31 Maret 2025 | 5.685 | $309.833 | 40,5% |
| ARM | 31 Maret 2025 | 2.488 | $306.920 | 134,8% |
| ALAB | 31 Maret 2026 | 1.814 | $301.777 | 164,3% |
| UNH | 31 Maret 2026 | 908 | $299.740 | 43,1% |
| TEAM | 30 Sep. 2025 | 1.440 | $292.450 | 6,6% |
| FTNT | 30 Sep. 2025 | 2.713 | $286.818 | 77,7% |
| IOT | 31 Maret 2026 | 8.019 | $284.274 | 20,6% |
| SON | 30 Juni 2025 | 5.951 | $281.129 | 35,5% |
| VO | 30 Sep. 2025 | 974 | $272.554 | Tidak lagi dilacak |
| CTRA | 30 Juni 2026 | 7.659 | $269.137 | Tidak lagi dilacak |
| CFR | 30 Sep. 2025 | 2.081 | $267.492 | 30,6% |
| CORT | 31 Maret 2026 | 7.532 | $262.114 | 204,2% |
| CTRA | 31 Maret 2025 | 9.700 | $247.738 | Tidak lagi dilacak |
| XLC | 30 Juni 2026 | 2.169 | $240.455 | Tidak lagi dilacak |
| AMD | 31 Maret 2025 | 1.956 | $236.265 | 358,2% |
| V | 31 Maret 2026 | 649 | $227.611 | 21,7% |
| FBTC | 31 Maret 2025 | 2.769 | $225.895 | Tidak lagi dilacak |
| SLV | 30 Sep. 2025 | 6.874 | $225.536 | Tidak lagi dilacak |
| PLD | 30 Juni 2026 | 1.684 | $222.591 | 4,3% |
| IWM | 30 Sep. 2025 | 1.008 | $217.516 | Tidak lagi dilacak |
| NEM | 30 Juni 2026 | 1.998 | $216.285 | 40,1% |
| DGRW | 30 Juni 2026 | 2.443 | $214.593 | |
| USB | 30 Juni 2026 | 4.090 | $212.721 | 3,0% |
| BKR | 30 Juni 2026 | 3.420 | $208.791 | 15,1% |
| MC | 31 Maret 2025 | 2.800 | $206.864 | 14,5% |
| RMBS | 31 Des. 2025 | 1.980 | $206.316 | 0,1% |
| ITOT | 31 Maret 2025 | 1.602 | $206.049 | Tidak lagi dilacak |
| FCX | 30 Sep. 2025 | 4.717 | $204.482 | 96,6% |
| ABT | 31 Des. 2025 | 1.517 | $203.212 | -8,7% |
| LYB | 31 Maret 2025 | 2.736 | $203.203 | -2,9% |
| IWL | 31 Maret 2026 | 1.177 | $200.832 | Tidak lagi dilacak |
| VCEL | 30 Sep. 2025 | 4.718 | $200.751 | 33,6% |
| CTAS | 30 Sep. 2025 | 898 | $200.137 | -1,2% |
| ERII | 30 Juni 2025 | 11.211 | $178.143 | -38,5% |
| PATH | 30 Sep. 2025 | 11.334 | $145.075 | 17,5% |
| PATH | 31 Maret 2025 | 10.740 | $136.505 | 52,7% |
| ULBI | 31 Des. 2025 | 18.277 | $124.649 | 19,8% |
| LUMN | 31 Des. 2025 | 15.499 | $94.853 | -22,6% |
| RAVE | 31 Des. 2025 | 24.132 | $79.877 | -6,1% |
| MKZR | 31 Maret 2025 | 13.234 | $41.819 | -90,3% |