Kaydan Wealth Management, Inc.
CIK 1964532 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $328.1M
- Posisi
- 115
- Per tanggal
- 30 Juni 2026
#4.914 dari 9.443 berdasarkan nilai 13F · top 52.0%
Nilai portofolio QoQ: +9.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 61,50%
- Bobot 25 kepemilikan teratas
- 81,58%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 20,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 14,22% Perkiraan pembelian $55.454.264 · penjualan $44.582.850
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,2% masih dipegang
- Posisi baru
- 9
- Meningkat
- 42
- Menurun
- 34
- Tertutup
- 3
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
Industrials
2,4%
Technology
2,2%
Financial Services
1,2%
Healthcare
1,1%
Financials
0,6%
Consumer Discretionary
0,6%
Retail
0,5%
Communication Services
0,4%
Energy
0,2%
Communications
0,2%
Consumer Staples
0,2%
Utilities
0,2%
Telecommunication
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
90,0%
Portofolio lengkap 115 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTV | $37.189.473 | 11,33% | 170.649 | $4.618.355 | Naik ×1 | ||
| VEA | $31.828.800 | 9,70% | 446.720 | $3.413.613 | Naik ×1 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $24.631.876 | 7,51% | 412.387 | $-448.584 | Turun ×1 | ||
| IWM | $21.159.375 | 6,45% | 70.426 | $16.949.997 | Naik ×5 | ||
| RSP | $20.707.504 | 6,31% | 97.323 | $2.308.586 | Naik ×2 | ||
| ITOT | $17.189.513 | 5,24% | 104.642 | $2.498.618 | Naik ×1 | ||
| EEM | $15.906.967 | 4,85% | 232.524 | Naik ×1 | |||
| VTI | $13.543.704 | 4,13% | 36.601 | $8.369.179 | Naik ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $11.278.607 | 3,44% | 119.262 | $-7.221.582 | Turun ×3 | ||
| FTA First Trust Large Cap Value AlphaDEX Fund | $8.383.815 | 2,55% | 86.611 | $180.919 | Turun ×2 | ||
| IJH | $7.530.572 | 2,29% | 97.660 | $1.085.677 | Naik ×6 | ||
| OEF | $6.938.592 | 2,11% | 18.965 | $1.003.632 | Naik ×5 | ||
| IEFA | $5.755.195 | 1,75% | 59.590 | $465.883 | Naik ×6 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $5.404.793 | 1,65% | 62.541 | $-7.458.356 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.902.215 | 1,49% | 6.657 | ||||
| IVV | $4.885.031 | 1,49% | 6.523 | $715.661 | Naik ×6 | ||
| VIG | $4.651.003 | 1,42% | 19.656 | $462.709 | Naik ×4 | ||
| VUG | $4.607.887 | 1,40% | 53.493 | $735.307 | Naik ×6 | ||
| FVD | $4.186.697 | 1,28% | 86.897 | $140.142 | Naik ×3 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $3.437.591 | 1,05% | 29.923 | $630.319 | Turun ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $3.219.235 | 0,98% | 21.175 | $153.307 | |||
| AAPL Apple Inc. - Common Stock | $3.041.585 | 0,93% | 10.511 | $398.013 | Naik ×2 | ||
| IVW | $2.873.414 | 0,88% | 20.893 | $559.410 | Naik ×6 | ||
| DVY iShares Select Dividend ETF | $2.536.741 | 0,77% | 16.230 | $84.426 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1.924.908 | 0,59% | 5.160 | $-90.421 | Turun ×1 | ||
| IYW | $1.812.273 | 0,55% | 7.185 | $508.770 | |||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $1.772.111 | 0,54% | 12.109 | $234.354 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.757.085 | 0,54% | 1.650 | $593.085 | Naik ×1 | ||
| IYY | $1.690.282 | 0,52% | 9.273 | $220.975 | |||
| XLK XLK | $1.635.614 | 0,50% | 8.585 | $479.118 | Turun ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $1.627.519 | 0,50% | 20.078 | $288.426 | Naik ×6 | ||
| VXUS Vanguard Total International Stock ETF | $1.571.267 | 0,48% | 18.380 | $317.425 | Naik ×2 | ||
| FEX First Trust Large Cap Core AlphaDEX Fund | $1.478.742 | 0,45% | 10.572 | $182.772 | Turun ×6 | ||
| USMV | $1.403.204 | 0,43% | 14.547 | $-27.681 | Turun ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.362.020 | 0,42% | 4.161 | $128.607 | Turun ×1 | ||
| SYK Stryker Corporation Common Stock | $1.282.973 | 0,39% | 4.075 | $-583.090 | Turun ×1 | ||
| GM General Motors Company Common Stock | $1.274.441 | 0,39% | 16.534 | $17.253 | Turun ×2 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $1.225.998 | 0,37% | 7.988 | $50.085 | |||
| PRF | $1.161.915 | 0,35% | 21.505 | $139.782 | |||
| DON | $1.132.943 | 0,35% | 20.045 | $103.842 | Naik ×2 | ||
| DE Deere & Company Common Stock | $1.127.839 | 0,34% | 1.778 | $126.292 | |||
| DBAW | $1.114.565 | 0,34% | 22.991 | $114.860 | Turun ×6 | ||
| IEMG | $1.033.015 | 0,31% | 12.470 | $176.624 | Naik ×2 | ||
| QDEF | $1.029.203 | 0,31% | 11.827 | $109.038 | Naik ×4 | ||
| IWF | $1.024.154 | 0,31% | 8.248 | $144.491 | Naik ×2 | ||
| FTCS First Trust Capital Strength ETF | $1.023.511 | 0,31% | 10.898 | ||||
| MOAT | $915.680 | 0,28% | 8.808 | $63.946 | |||
| LRGF | $912.325 | 0,28% | 12.063 | $118.807 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $869.545 | 0,26% | 2.461 | $133.462 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $836.382 | 0,25% | 3.293 | $58.273 | Naik ×2 | ||
| MDY | $836.271 | 0,25% | 1.189 | $83.824 | Turun ×1 | ||
| DLN | $827.581 | 0,25% | 8.592 | $65.685 | Naik ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $820.264 | 0,25% | 19.014 | $134.537 | Naik ×4 | ||
| RSPT | $802.187 | 0,24% | 12.437 | $248.521 | Naik ×1 | ||
| BKCG | $753.253 | 0,23% | 20.193 | $67.226 | |||
| SDY | $746.291 | 0,23% | 4.904 | $16.153 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $744.005 | 0,23% | 6.569 | $-98.116 | Turun ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $709.408 | 0,22% | 7.597 | $79.661 | Naik ×5 | ||
| FTNT Fortinet, Inc. - Common Stock | $709.264 | 0,22% | 4.617 | ||||
| XOM Exxon Mobil Corporation Common Stock | $650.377 | 0,20% | 4.757 | $-156.696 | |||
| DIA | $618.510 | 0,19% | 1.184 | $70.093 | |||
| XLF XLF | $613.566 | 0,19% | 11.445 | $59.240 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $613.396 | 0,19% | 5.222 | $208.208 | |||
| ORCL Oracle Corporation Common Stock | $602.321 | 0,18% | 4.110 | $-4.214 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $585.186 | 0,18% | 1.616 | $16.596 | |||
| XLV XLV | $563.084 | 0,17% | 3.549 | $90.707 | Naik ×2 | ||
| CSX CSX Corporation - Common Stock | $539.418 | 0,16% | 11.349 | $73.542 | |||
| KO Coca-Cola Company (The) Common Stock | $537.030 | 0,16% | 6.608 | $34.494 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $535.485 | 0,16% | 7.057 | $101.362 | Turun ×1 | ||
| IMCB | $520.652 | 0,16% | 5.392 | $70.797 | |||
| F Ford Motor Company Common Stock | $511.173 | 0,16% | 36.775 | $102.403 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $508.647 | 0,16% | 1.361 | $59.155 | Turun ×1 | ||
| IMCG | $486.585 | 0,15% | 4.950 | $96.673 | |||
| IJR | $473.850 | 0,14% | 3.195 | $78.669 | Naik ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $469.825 | 0,14% | 1.332 | $25.443 | Turun ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $461.710 | 0,14% | 1.549 | $166.617 | Naik ×2 | ||
| DTE DTE Energy Company Common Stock | $426.179 | 0,13% | 2.797 | $17.202 | |||
| NVDA NVIDIA Corporation - Common Stock | $416.787 | 0,13% | 2.083 | $12.353 | Turun ×1 | ||
| CMI Cummins Inc. Common Stock | $409.383 | 0,12% | 574 | $100.560 | |||
| T AT&T Inc. | $399.162 | 0,12% | 19.283 | $-157.887 | Naik ×5 | ||
| GEV GE Vernova Inc. Common Stock | $398.278 | 0,12% | 339 | $53.482 | Turun ×1 | ||
| EFA | $380.720 | 0,12% | 3.665 | $13.763 | Turun ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $375.863 | 0,11% | 2.925 | $24.015 | |||
| IAU | $375.738 | 0,11% | 4.976 | $-15.314.538 | Turun ×3 | ||
| RTX RTX Corporation Common Stock | $365.610 | 0,11% | 1.927 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $360.944 | 0,11% | 1.010 | $72.234 | Naik ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $353.109 | 0,11% | 2.408 | $54.840 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $348.980 | 0,11% | 685 | $-49.313 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $348.221 | 0,11% | 678 | $4.955 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $347.500 | 0,11% | 1.458 | $22.807 | Turun ×1 | ||
| SMH SMH | $329.257 | 0,10% | 502 | $117.620 | Turun ×1 | ||
| BRKB | $326.755 | 0,10% | 653 | $13.837 | |||
| RZG | $323.126 | 0,10% | 4.445 | $69.937 | |||
| ILCG | $321.805 | 0,10% | 2.750 | $59.235 | |||
| CNI Canadian National Railway Company Common Stock | $309.070 | 0,09% | 2.592 | $42.690 | |||
| AFL AFLAC Incorporated Common Stock | $305.511 | 0,09% | 2.606 | $19.647 | |||
| CTAS Cintas Corporation - Common Stock | $305.464 | 0,09% | 1.796 | $1.689 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $302.971 | 0,09% | 711 | $43.303 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $296.304 | 0,09% | 1.177 | $21.938 | Turun ×1 | ||
| QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $292.092 | 0,09% | 2.394 | $55.817 | Turun ×2 | ||
| 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 |
|---|---|---|---|
| IWM | $21.159.375 | 6,45% | naik ×5 |
| IJH | $7.530.572 | 2,29% | naik ×6 |
| OEF | $6.938.592 | 2,11% | naik ×5 |
| IEFA | $5.755.195 | 1,75% | naik ×6 |
| IVV | $4.885.031 | 1,49% | naik ×6 |
| VIG | $4.651.003 | 1,42% | naik ×4 |
| VUG | $4.607.887 | 1,40% | naik ×6 |
| FVD | $4.186.697 | 1,28% | naik ×3 |
| IVW | $2.873.414 | 0,88% | naik ×6 |
| DVY | $2.536.741 | 0,77% | naik ×4 |
| RDVY | $1.627.519 | 0,50% | naik ×6 |
| QDEF | $1.029.203 | 0,31% | naik ×4 |
| SDVY | $820.264 | 0,25% | naik ×4 |
| VIGI | $709.408 | 0,22% | naik ×5 |
| IJR | $473.850 | 0,14% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +20K | +$8.4M |
| TLT | Dipangkas | -86K | -$7.5M |
| IEF | Dipangkas | -75K | -$7.2M |
| VTV | Beli lebih banyak | +5K | +$4.6M |
| VEA | Beli lebih banyak | +3K | +$3.4M |
| ITOT | Beli lebih banyak | +1K | +$2.5M |
| RSP | Beli lebih banyak | +1K | +$2.3M |
| IJH | Beli lebih banyak | +2K | +$1.1M |
| OEF | Beli lebih banyak | +306 | +$1.0M |
| VUG | Beli lebih banyak | +45K | +$735K |
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 |
|---|---|---|---|---|
| VBR | 30 Juni 2025 | 107.129 | $19.957.061 | Tidak lagi dilacak |
| SH | 30 Juni 2026 | 387.723 | $14.706.333 | Tidak lagi dilacak |
| PSQ | 30 Juni 2025 | 282.399 | $11.473.871 | Tidak lagi dilacak |
| SPDN | 31 Maret 2025 | 961.512 | $10.586.247 | Tidak lagi dilacak |
| VO | 31 Des. 2025 | 23.130 | $6.794.206 | Tidak lagi dilacak |
| SH | 30 Juni 2025 | 152.228 | $6.783.280 | Tidak lagi dilacak |
| QQQ | 31 Maret 2026 | 6.650 | $4.085.162 | |
| FTCS | 31 Maret 2026 | 10.441 | $965.927 | |
| BOND | 31 Maret 2025 | 6.854 | $619.739 | -2,0% |
| DIAL | 31 Maret 2025 | 33.825 | $592.952 | Tidak lagi dilacak |
| FTNT | 31 Maret 2026 | 6.238 | $495.360 | 85,6% |
| FIXD | 30 Juni 2025 | 10.768 | $472.067 | |
| RTX | 31 Maret 2026 | 1.927 | $353.412 | 12,6% |
| SHY | 31 Maret 2026 | 3.164 | $262.042 | |
| SLV | 31 Maret 2026 | 3.928 | $253.042 | Tidak lagi dilacak |
| COP | 30 Juni 2026 | 1.912 | $252.384 | 29,7% |
| TNET | 31 Maret 2026 | 4.211 | $248.996 | 90,8% |
| BSCP | 31 Des. 2025 | 11.520 | $238.353 | Tidak lagi dilacak |
| FMB | 30 Sep. 2025 | 4.626 | $230.467 | |
| PM | 30 Sep. 2025 | 1.243 | $226.388 | 17,8% |
| PEP | 30 Juni 2025 | 1.502 | $225.161 | 7,7% |
| CI | 30 Sep. 2025 | 678 | $224.133 | -3,4% |
| BAC | 31 Maret 2026 | 3.939 | $216.645 | 29,0% |
| TRI | 30 Sep. 2025 | 1.072 | $215.611 | -31,3% |
| DIS | 30 Sep. 2025 | 1.724 | $213.793 | -5,7% |
| UNH | 30 Sep. 2025 | 669 | $208.708 | 13,6% |
| CMI | 31 Maret 2025 | 595 | $207.417 | 92,1% |
| ABT | 30 Juni 2026 | 1.992 | $204.553 | 26,6% |
| ETN | 31 Maret 2025 | 612 | $203.104 | 53,3% |
| DIS | 31 Maret 2025 | 1.808 | $201.321 | 9,5% |
| COP | 30 Juni 2025 | 1.912 | $200.798 | 50,3% |