LCW Services, LLC
Nilai portofolio QoQ: +14.1% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas77,20%
Bobot 25 kepemilikan teratas97,28%
Posisi di atas 1%18
Jumlah posisi efektif10,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,31% Perkiraan pembelian $10.791.754 · penjualan $2.815.977
Posisi baru1
Meningkat17
Menurun19
Tertutup3
Nilai Portofolio
$229.6M
Posisi
40
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46.869.669 | 20,41% | 62.586 | $7.232.624 | Naik ×2 | ||
| SCHF | $36.932.770 | 16,08% | 1.333.313 | $5.188.841 | Naik ×2 | ||
| IJH | $23.818.389 | 10,37% | 308.888 | $3.572.828 | Naik ×2 | ||
| BND | $14.713.342 | 6,41% | 200.427 | $1.551.742 | Naik ×2 | ||
| VWO | $14.356.402 | 6,25% | 240.516 | $1.851.304 | Naik ×2 | ||
| RSP | $9.380.735 | 4,09% | 44.089 | $1.541.892 | Naik ×1 | ||
| SDVY | $9.364.134 | 4,08% | 217.064 | $1.277.654 | Naik ×1 | ||
| SPY | $7.735.044 | 3,37% | 10.358 | $721.127 | Turun ×2 | ||
| VLUE | $7.145.437 | 3,11% | 35.761 | $1.413.319 | Turun ×2 | ||
| XLRE | $6.947.574 | 3,03% | 157.792 | $789.334 | Naik ×1 | ||
| EZU | $6.429.157 | 2,80% | 92.506 | $982.045 | Naik ×2 | ||
| TLT | $5.751.770 | 2,50% | 66.556 | $635.413 | Naik ×2 | ||
| CGMS | $5.460.069 | 2,38% | 199.783 | $309.868 | Naik ×2 | ||
| PDBC | $5.217.533 | 2,27% | 328.560 | $-597.345 | Turun ×1 | ||
| VEA | $4.455.875 | 1,94% | 62.539 | $344.729 | Turun ×2 | ||
| IWB | $3.453.314 | 1,50% | 8.433 | $443.234 | Turun ×1 | ||
| IJR | $3.033.649 | 1,32% | 20.455 | $469.555 | Turun ×2 | ||
| VO | $2.629.499 | 1,15% | 32.636 | $328.265 | Naik ×2 | ||
| IEFA | $2.207.143 | 0,96% | 22.853 | $117.530 | Turun ×1 | ||
| IWM | $1.641.659 | 0,71% | 5.464 | $289.315 | Naik ×2 | ||
| IUSB | $1.503.982 | 0,65% | 32.589 | $-125.416 | Turun ×2 | ||
| ITM | $1.348.284 | 0,59% | 28.693 | $-75.724 | Turun ×2 | ||
| VTEB | $1.210.784 | 0,53% | 23.938 | $-141.484 | Turun ×2 | ||
| SCHH | $890.889 | 0,39% | 37.622 | $50.179 | Turun ×1 | ||
| IEMG | $882.329 | 0,38% | 10.651 | $119.055 | Turun ×1 | ||
| EUSA | $762.218 | 0,33% | 6.675 | $83.717 | Naik ×2 | ||
| VGK | $592.864 | 0,26% | 6.696 | $48.661 | Naik ×1 | ||
| AGG | $568.947 | 0,25% | 5.748 | $7.664 | Naik ×2 | ||
| MUB | $492.792 | 0,21% | 4.579 | $-416.595 | Turun ×1 | ||
| VTI | $410.146 | 0,18% | 1.108 | $11.266 | Turun ×1 | ||
| AMZN | $409.230 | 0,18% | 1.717 | $45.174 | Turun ×1 | ||
| FBND | $393.079 | 0,17% | 8.641 | $-9.609 | Turun ×1 | ||
| SPTL | $376.741 | 0,16% | 14.363 | $-284.730 | Turun ×1 | ||
| INTF | $362.742 | 0,16% | 8.856 | $-56.078 | Turun ×2 | ||
| TMCI | $361.468 | 0,16% | 90.821 | $239.768 | |||
| SCHX | $338.076 | 0,15% | 11.487 | $82.009 | Naik ×2 | ||
| VTV | $324.498 | 0,14% | 1.489 | $19.015 | Turun ×1 | ||
| NVDA | $323.837 | 0,14% | 1.618 | $41.656 | |||
| AAPL | $302.960 | 0,13% | 1.047 | $37.242 | |||
| SPYG | $227.547 | 0,10% | 1.912 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPYG | $227.547 | 1.912 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +2K | +$7.2M |
| SCHF | Beli lebih banyak | +51K | +$5.2M |
| IJH | Beli lebih banyak | +9K | +$3.6M |
| VWO | Beli lebih banyak | +9K | +$1.9M |
| BND | Beli lebih banyak | +22K | +$1.6M |
| RSP | Beli lebih banyak | +3K | +$1.5M |
| VLUE | Dipangkas | -5K | +$1.4M |
| SDVY | Beli lebih banyak | +12K | +$1.3M |
| EZU | Beli lebih banyak | +6K | +$982K |
| XLRE | Beli lebih banyak | +7K | +$789K |
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.