Kondo Wealth Advisors, Inc.
CIK 2070929 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $299.2M
- Posisi
- 75
- Per tanggal
- 30 Juni 2026
#5.180 dari 9.443 berdasarkan nilai 13F · top 54.9%
Nilai portofolio QoQ: +12.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,04%
- Bobot 25 kepemilikan teratas
- 91,78%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 11,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,78% Perkiraan pembelian $13.218.278 · penjualan $2.195.646
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,2% masih dipegang
- Posisi baru
- 10
- Meningkat
- 37
- Menurun
- 24
- Tertutup
- 4
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
3,1%
Financials
1,7%
Retail
1,7%
Communication Services
0,9%
Logistics & Transportation
0,3%
Industrials
0,3%
Healthcare
0,3%
Consumer Discretionary
0,2%
Communications
0,1%
Telecommunication
0,1%
Financial Services
0,1%
Lainnya/Tidak terpetakan
91,0%
Portofolio lengkap 75 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $53.837.381 | 18,00% | 327.735 | $8.591.798 | Naik ×6 | ||
| AVUV | $38.885.824 | 13,00% | 311.684 | $5.064.144 | Naik ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $29.282.403 | 9,79% | 496.479 | $1.567.567 | Naik ×6 | ||
| AVDV | $26.033.193 | 8,70% | 252.626 | $1.117.837 | Naik ×1 | ||
| IDEV | $25.723.508 | 8,60% | 288.994 | $2.549.255 | Naik ×6 | ||
| DFEM | $18.877.767 | 6,31% | 464.509 | $3.027.644 | Naik ×6 | ||
| DFSD | $15.616.065 | 5,22% | 327.035 | $768.295 | Naik ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $10.996.090 | 3,68% | 218.914 | $535.429 | Naik ×6 | ||
| DFUS | $8.739.193 | 2,92% | 106.652 | $1.143.629 | Turun ×4 | ||
| DFIV | $8.476.755 | 2,83% | 156.917 | $26.400 | Turun ×6 | ||
| DFUV | $7.726.586 | 2,58% | 140.456 | $799.130 | Turun ×4 | ||
| DFAS | $5.405.595 | 1,81% | 65.648 | $715.202 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $3.811.799 | 1,27% | 13.171 | $494.794 | Naik ×6 | ||
| CATY Cathay General Bancorp - Common Stock | $3.129.379 | 1,05% | 50.482 | $612.396 | Naik ×1 | ||
| CVNA Carvana Co. Class A Common Stock | $2.961.439 | 0,99% | 44.993 | $1.788.173 | Naik ×1 | ||
| DLN | $2.122.097 | 0,71% | 22.030 | $118.237 | Turun ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.054.324 | 0,69% | 10.267 | $336.659 | Naik ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.780.613 | 0,60% | 71.253 | $-258.851 | Turun ×6 | ||
| DFAT | $1.551.662 | 0,52% | 22.198 | $171.829 | Naik ×3 | ||
| BSV | $1.431.353 | 0,48% | 18.370 | $32.377 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.364.974 | 0,46% | 5.727 | $181.584 | Naik ×2 | ||
| SCHX | $1.316.963 | 0,44% | 44.749 | $169.599 | |||
| IEMG | $1.209.897 | 0,40% | 14.605 | $183.455 | Turun ×1 | ||
| DWM | $1.128.440 | 0,38% | 15.412 | $34.245 | Turun ×3 | ||
| IVV | $1.122.865 | 0,38% | 1.499 | $145.663 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.119.107 | 0,37% | 2.999 | $73.752 | Naik ×1 | ||
| IJR | $1.067.239 | 0,36% | 7.196 | $172.704 | |||
| DES | $920.353 | 0,31% | 22.622 | $105.410 | Turun ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $914.248 | 0,31% | 8.504 | $79.651 | Naik ×4 | ||
| BIV | $899.367 | 0,30% | 11.725 | $-2.980 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $810.389 | 0,27% | 761 | $276.210 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $805.869 | 0,27% | 2.255 | $192.791 | Naik ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $771.672 | 0,26% | 2.184 | $159.799 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $695.350 | 0,23% | 944 | $190.747 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $684.537 | 0,23% | 2.090 | $77.604 | Naik ×2 | ||
| CVIE | $683.487 | 0,23% | 8.039 | $-2.125 | Turun ×6 | ||
| IEFA | $679.440 | 0,23% | 7.035 | $42.561 | |||
| AVGO Broadcom Inc. - Common Stock | $669.751 | 0,22% | 1.773 | $139.870 | Naik ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $659.080 | 0,22% | 1.567 | $101.826 | Naik ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $649.594 | 0,22% | 6.748 | $-5.619 | Turun ×3 | ||
| IWM | $647.235 | 0,22% | 2.154 | $107.187 | Turun ×6 | ||
| MRSH Marsh Common Stock | $643.846 | 0,22% | 3.863 | $-31.915 | Turun ×4 | ||
| BRKB | $629.490 | 0,21% | 1.258 | $11.322 | Turun ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $551.941 | 0,18% | 5.772 | $39.746 | Turun ×4 | ||
| SPY SPY | $550.369 | 0,18% | 737 | $71.069 | |||
| CVLC | $519.762 | 0,17% | 5.501 | $-124.721 | Turun ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $494.006 | 0,17% | 877 | $-58.672 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $446.710 | 0,15% | 387 | Naik ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $445.796 | 0,15% | 2.351 | $-18.065 | Turun ×1 | ||
| SCHP | $406.959 | 0,14% | 15.356 | $19.358 | Naik ×3 | ||
| IWF | $405.516 | 0,14% | 3.265 | $57.574 | Naik ×1 | ||
| IQDG | $402.286 | 0,13% | 9.338 | $28.101 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $400.867 | 0,13% | 428 | $-27.972 | Turun ×1 | ||
| IWD | $383.127 | 0,13% | 1.580 | $37.539 | Turun ×1 | ||
| DFSV | $369.711 | 0,12% | 9.531 | $36.200 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $360.807 | 0,12% | 4.366 | $14.981 | Naik ×1 | ||
| DEM | $342.470 | 0,11% | 6.365 | $24.782 | Turun ×4 | ||
| LLY Eli Lilly and Company Common Stock | $322.839 | 0,11% | 269 | $85.396 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $309.154 | 0,10% | 2.632 | $109.050 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $305.331 | 0,10% | 1.012 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $289.874 | 0,10% | 499 | Naik ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $284.889 | 0,10% | 6.728 | $-31.873 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $258.843 | 0,09% | 542 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $257.761 | 0,09% | 4.523 | $-89.733 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $254.130 | 0,08% | 2.243 | $-22.614 | Naik ×1 | ||
| RWO | $243.990 | 0,08% | 4.906 | $18.083 | Turun ×1 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $243.546 | 0,08% | 2.120 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $242.020 | 0,08% | 952 | $17.148 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $236.661 | 0,08% | 234 | ||||
| DISV | $228.564 | 0,08% | 5.695 | $5.136 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $227.457 | 0,08% | 1.629 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $216.390 | 0,07% | 579 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $213.872 | 0,07% | 606 | $9.495 | Turun ×1 | ||
| DFAI | $212.423 | 0,07% | 5.149 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $203.665 | 0,07% | 470 | Naik ×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 |
|---|---|---|---|
| ITOT | $53.837.381 | 18,00% | naik ×6 |
| AVUV | $38.885.824 | 13,00% | naik ×6 |
| VGIT | $29.282.403 | 9,79% | naik ×6 |
| IDEV | $25.723.508 | 8,60% | naik ×6 |
| DFEM | $18.877.767 | 6,31% | naik ×6 |
| DFSD | $15.616.065 | 5,22% | naik ×6 |
| VTIP | $10.996.090 | 3,68% | naik ×6 |
| AAPL | $3.811.799 | 1,27% | naik ×6 |
| DFAT | $1.551.662 | 0,52% | naik ×3 |
| UPS | $914.248 | 0,31% | naik ×4 |
| GOOGL | $805.869 | 0,27% | naik ×4 |
| AVGO | $669.751 | 0,22% | naik ×6 |
| TSLA | $659.080 | 0,22% | naik ×6 |
| SCHP | $406.959 | 0,14% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Beli lebih banyak | +10K | +$8.6M |
| AVUV | Beli lebih banyak | +6K | +$5.1M |
| DFEM | Beli lebih banyak | +6K | +$3.0M |
| IDEV | Beli lebih banyak | +12K | +$2.5M |
| CVNA | Beli lebih banyak | +41K | +$1.8M |
| VGIT | Beli lebih banyak | +31K | +$1.6M |
| DFUS | Dipangkas | -461 | +$1.1M |
| AVDV | Beli lebih banyak | +3K | +$1.1M |
| DFUV | Dipangkas | -2K | +$799K |
| DFSD | Beli lebih banyak | +17K | +$768K |
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 |
|---|---|---|---|---|
| VTEB | 31 Maret 2026 | 6.996 | $351.829 | Tidak lagi dilacak |
| NFLX | 31 Maret 2026 | 2.943 | $275.938 | -16,1% |
| AXP | 31 Maret 2026 | 647 | $239.363 | 10,6% |
| SPGI | 31 Maret 2026 | 454 | $237.256 | 1,0% |
| XOM | 30 Juni 2026 | 1.394 | $236.506 | 22,5% |
| CVX | 30 Juni 2026 | 1.112 | $230.072 | 25,4% |
| IBM | 31 Maret 2026 | 771 | $228.385 | -2,6% |
| SPOT | 31 Des. 2025 | 326 | $227.548 | -7,0% |
| MA | 30 Juni 2026 | 428 | $213.854 | 12,3% |
| IWF | 31 Maret 2025 | 522 | $209.625 | Tidak lagi dilacak |
| LOW | 30 Juni 2026 | 878 | $207.628 | -0,8% |
| PG | 31 Des. 2025 | 1.341 | $206.077 | 0,7% |
| LLY | 30 Juni 2025 | 248 | $204.928 | 62,7% |
| GS | 31 Maret 2026 | 232 | $203.928 | 20,2% |
| PCK | 30 Sep. 2025 | 11.009 | $59.669 | Tidak lagi dilacak |