Lord & Richards Wealth Management, LLC
Nilai portofolio QoQ: +12.1% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas61,52%
Bobot 25 kepemilikan teratas85,29%
Posisi di atas 1%27
Jumlah posisi efektif17,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,7% Perkiraan pembelian $6.044.121 · penjualan $3.268.441
Kepemilikan median: 1,0 kuartal Dilacak Q1 2025–Q2 2026 · 26,2% masih dipegang
Posisi baru1
Meningkat26
Menurun21
Tertutup2
Nilai Portofolio
$127.8M
Posisi
49
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 49 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $18.439.813 | 14,43% | 209.830 | $3.008.723 | Naik ×6 | ||
| ACIO | $12.365.934 | 9,68% | 268.008 | $1.475.812 | Naik ×6 | ||
| BKAG | $10.712.285 | 8,38% | 255.358 | $596.257 | Naik ×6 | ||
| VEA | $8.893.153 | 6,96% | 124.817 | $1.209.813 | Naik ×6 | ||
| DRSK | $8.581.606 | 6,72% | 298.491 | $739.689 | Naik ×6 | ||
| DMBS | $5.457.365 | 4,27% | 111.171 | $274.792 | Naik ×1 | ||
| ADME | $4.117.807 | 3,22% | 74.000 | $576.262 | Naik ×6 | ||
| RSP | $3.781.846 | 2,96% | 17.775 | $533.723 | Naik ×6 | ||
| UPSD | $3.225.044 | 2,52% | 114.363 | $456.085 | Naik ×5 | ||
| SCHP | $3.026.636 | 2,37% | 114.213 | $154.918 | Naik ×1 | ||
| JUCY | $2.809.921 | 2,20% | 127.839 | $139.583 | Naik ×6 | ||
| NVDA | $2.662.704 | 2,08% | 13.307 | $161.688 | Turun ×4 | ||
| FRDM | $2.557.216 | 2,00% | 35.078 | $657.232 | Naik ×1 | ||
| VB | $2.454.603 | 1,92% | 8.098 | $416.956 | Naik ×6 | ||
| OSCV | $2.379.998 | 1,86% | 56.412 | $262.501 | Naik ×6 | ||
| PCMM | $2.259.243 | 1,77% | 45.298 | $-24.121 | Turun ×2 | ||
| MSFT | $2.094.074 | 1,64% | 5.613 | $65.672 | Naik ×2 | ||
| IDUB | $1.969.512 | 1,54% | 71.657 | $279.857 | Naik ×6 | ||
| DUBS | $1.956.019 | 1,53% | 46.969 | $330.317 | Naik ×6 | ||
| VWO | $1.913.355 | 1,50% | 32.055 | $250.692 | Naik ×4 | ||
| PWR | $1.620.290 | 1,27% | 2.250 | $-61.822 | Turun ×3 | ||
| QQQM | $1.492.804 | 1,17% | 4.927 | $362.460 | Naik ×5 | ||
| APH | $1.491.468 | 1,17% | 8.459 | $293.417 | Turun ×1 | ||
| V | $1.359.796 | 1,06% | 3.963 | $128.305 | Turun ×3 | ||
| GOOGL | $1.351.494 | 1,06% | 3.782 | $115.778 | Turun ×2 | ||
| AMZN | $1.327.078 | 1,04% | 5.568 | $124.528 | Turun ×3 | ||
| AVGO | $1.298.395 | 1,02% | 3.437 | Naik ×1 | |||
| VGLT | $1.257.379 | 0,98% | 22.787 | $72.612 | Naik ×6 | ||
| PGF | $1.238.947 | 0,97% | 90.368 | $77.965 | Naik ×1 | ||
| AMD | $1.210.035 | 0,95% | 2.083 | $747.435 | Turun ×1 | ||
| NOW | $1.102.406 | 0,86% | 11.104 | $214.672 | Naik ×5 | ||
| JPM | $889.201 | 0,70% | 2.715 | $37.125 | Turun ×3 | ||
| WMT | $858.409 | 0,67% | 7.579 | $-230.019 | Turun ×3 | ||
| PGR | $849.925 | 0,67% | 3.891 | $104.132 | Naik ×1 | ||
| CRWD | $836.402 | 0,65% | 1.096 | $376.890 | Turun ×1 | ||
| CHE | $834.990 | 0,65% | 1.793 | $163.477 | Naik ×1 | ||
| AAPL | $778.917 | 0,61% | 2.692 | $97.993 | Naik ×3 | ||
| CPRT | $727.640 | 0,57% | 25.812 | $49.697 | Naik ×1 | ||
| LLY | $708.034 | 0,55% | 590 | $110.436 | Turun ×2 | ||
| FANG | $692.696 | 0,54% | 3.941 | $-355.936 | Turun ×3 | ||
| AMT | $683.943 | 0,54% | 4.182 | $-97.547 | Turun ×3 | ||
| BRK-B | $583.955 | 0,46% | 1.167 | $-10.733 | Turun ×1 | ||
| TSLA | $554.771 | 0,43% | 1.319 | $31.346 | Turun ×2 | ||
| MSI | $506.316 | 0,40% | 1.219 | $-51.710 | Turun ×1 | ||
| UBER | $424.229 | 0,33% | 5.879 | $-22.887 | Turun ×1 | ||
| META | $416.043 | 0,33% | 739 | $-30.277 | Turun ×1 | ||
| ISRG | $396.090 | 0,31% | 996 | $-89.332 | Turun ×1 | ||
| NFLX | $338.650 | 0,27% | 4.743 | $-142.004 | Turun ×1 | ||
| LMT | $283.260 | 0,22% | 556 | $-52.781 | |||
| 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 |
|---|---|---|---|
| SPYM | $18.439.813 | 14,43% | naik ×6 |
| ACIO | $12.365.934 | 9,68% | naik ×6 |
| BKAG | $10.712.285 | 8,38% | naik ×6 |
| VEA | $8.893.153 | 6,96% | naik ×6 |
| DRSK | $8.581.606 | 6,72% | naik ×6 |
| ADME | $4.117.807 | 3,22% | naik ×6 |
| RSP | $3.781.846 | 2,96% | naik ×6 |
| UPSD | $3.225.044 | 2,52% | naik ×5 |
| JUCY | $2.809.921 | 2,20% | naik ×6 |
| VB | $2.454.603 | 1,92% | naik ×6 |
| OSCV | $2.379.998 | 1,86% | naik ×6 |
| IDUB | $1.969.512 | 1,54% | naik ×6 |
| DUBS | $1.956.019 | 1,53% | naik ×6 |
| VWO | $1.913.355 | 1,50% | naik ×4 |
| QQQM | $1.492.804 | 1,17% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AVGO | $1.298.395 | 3.437 | 1,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +8K | +$3.0M |
| ACIO | Beli lebih banyak | +8K | +$1.5M |
| VEA | Beli lebih banyak | +5K | +$1.2M |
| AMD | Dipangkas | -191 | +$747K |
| DRSK | Beli lebih banyak | +12K | +$740K |
| FRDM | Beli lebih banyak | +311 | +$657K |
| BKAG | Beli lebih banyak | +16K | +$596K |
| ADME | Beli lebih banyak | +2K | +$576K |
| RSP | Beli lebih banyak | +851 | +$534K |
| UPSD | Beli lebih banyak | +6K | +$456K |
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 |
|---|---|---|---|---|
| ROP | 31 Des. 2025 | 3.073 | $1.532.474 | -18,6% |
| UNH | 30 Juni 2025 | 2.772 | $1.451.836 | 20,6% |
| STIP | 30 Sep. 2025 | 12.668 | $1.303.646 | |
| MBB | 30 Juni 2025 | 12.533 | $1.175.300 | |
| VGSH | 30 Sep. 2025 | 18.866 | $1.108.959 | |
| IWY | 30 Juni 2025 | 5.087 | $1.073.051 | |
| JANW | 30 Juni 2025 | 29.629 | $983.979 | |
| QUAL | 30 Juni 2025 | 5.314 | $908.109 | |
| DECW | 30 Juni 2025 | 28.218 | $845.129 | |
| IWX | 30 Juni 2025 | 8.908 | $732.060 | |
| JPST | 30 Juni 2025 | 13.691 | $693.175 | |
| BSV | 30 Juni 2025 | 8.360 | $654.420 | |
| BR | 30 Juni 2026 | 3.798 | $617.174 | 15,9% |
| XOM | 31 Maret 2026 | 4.980 | $599.183 | -3,1% |
| GDEC | 30 Juni 2025 | 17.671 | $585.086 | |
| LOW | 31 Maret 2026 | 2.247 | $542.023 | -22,3% |
| OCTW | 30 Juni 2025 | 15.353 | $539.197 | |
| LIN | 31 Maret 2026 | 1.209 | $515.553 | -1,2% |
| EFV | 30 Juni 2025 | 7.749 | $456.727 | |
| SIXO | 30 Juni 2025 | 13.850 | $437.383 | |
| ACN | 30 Juni 2026 | 2.154 | $427.117 | 55,4% |
| TUA | 30 Juni 2025 | 16.920 | $371.733 | |
| SCHG | 30 Juni 2025 | 14.567 | $364.757 | 24,1% |
| IWF | 30 Juni 2025 | 981 | $354.230 | 21,7% |
| PDP | 30 Juni 2025 | 3.361 | $336.034 | |
| PG | 30 Sep. 2025 | 1.758 | $280.085 | -3,4% |
| POOL | 30 Juni 2025 | 858 | $273.144 | -45,7% |
| BIL | 30 Sep. 2025 | 2.557 | $234.554 | |
| QLTA | 30 Juni 2025 | 4.613 | $219.255 | |
| VMBS | 30 Juni 2025 | 4.404 | $203.949 | |
| PLTR | 31 Des. 2025 | 1.100 | $200.662 | 8,1% |
| MGK | 30 Juni 2025 | 637 | $196.757 | 27,5% |
| USIG | 30 Juni 2025 | 3.786 | $193.389 | |
| EFG | 30 Juni 2025 | 1.752 | $175.200 | |
| IWS | 30 Juni 2025 | 1.205 | $151.794 | 24,5% |
| VGIT | 30 Juni 2025 | 2.246 | $133.412 | |
| IEMG | 30 Juni 2025 | 2.412 | $130.176 | |
| QBER | 30 Juni 2025 | 5.141 | $127.445 | |
| AEP | 30 Juni 2025 | 909 | $99.326 | 17,3% |
| IWP | 30 Juni 2025 | 747 | $87.765 | 3,4% |
| PFEB | 30 Juni 2025 | 2.265 | $81.132 | |
| JANT | 30 Juni 2025 | 2.302 | $80.908 | |
| BILZ | 30 Juni 2025 | 799 | $80.859 | |
| IAU | 30 Juni 2025 | 1.216 | $71.695 | 25,7% |
| QBUL | 30 Juni 2025 | 2.873 | $71.423 | |
| OCTT | 30 Juni 2025 | 1.805 | $67.182 | |
| SIXD | 30 Juni 2025 | 2.466 | $64.671 | |
| TYA | 30 Juni 2025 | 4.742 | $62.737 | |
| AUGZ | 30 Juni 2025 | 1.585 | $59.192 | |
| VTWO | 30 Juni 2025 | 688 | $55.487 | |
| DECT | 30 Juni 2025 | 1.664 | $51.592 | |
| DECZ | 30 Juni 2025 | 1.319 | $47.272 | |
| VOO | 30 Juni 2025 | 78 | $40.085 | 26,1% |
| FLJJ | 30 Juni 2025 | 1.320 | $37.127 | |
| JANZ | 30 Juni 2025 | 1.030 | $34.276 | |
| OCTZ | 30 Juni 2025 | 885 | $33.613 | |
| FAAR | 30 Juni 2025 | 1.135 | $32.824 | |
| SMAX | 30 Juni 2025 | 1.309 | $32.777 | |
| IVV | 30 Juni 2025 | 56 | $31.466 | |
| FTLS | 30 Juni 2025 | 484 | $31.015 | |
| FMF | 30 Juni 2025 | 670 | $30.900 | |
| SIXJ | 30 Juni 2025 | 935 | $27.996 | |
| APRW | 30 Juni 2025 | 842 | $27.020 | |
| SPLV | 30 Juni 2025 | 300 | $22.416 | |
| JULU | 30 Juni 2025 | 854 | $21.786 | |
| ONEZ | 30 Juni 2025 | 836 | $19.806 | |
| JULZ | 30 Juni 2025 | 480 | $19.252 | |
| APRZ | 30 Juni 2025 | 550 | $18.106 | |
| NOVZ | 30 Juni 2025 | 410 | $15.923 | |
| SIXF | 30 Juni 2025 | 569 | $15.864 | |
| MAYZ | 30 Juni 2025 | 533 | $15.478 | |
| MARZ | 30 Juni 2025 | 504 | $15.282 | |
| ZROZ | 30 Juni 2025 | 210 | $15.042 | |
| SCHX | 30 Juni 2025 | 669 | $14.772 | 24,3% |
| CRDT | 30 Juni 2025 | 573 | $14.629 | |
| T | 30 Juni 2025 | 509 | $14.395 | -15,6% |
| SPYG | 30 Juni 2025 | 162 | $13.020 | 32,7% |
| SCHZ | 30 Juni 2025 | 524 | $12.136 | -4,3% |
| TT | 30 Juni 2025 | 35 | $11.792 | 8,9% |
| UCON | 30 Juni 2025 | 461 | $11.410 | |
| KNX | 30 Juni 2025 | 235 | $10.220 | 46,1% |
| BIBL | 30 Juni 2025 | 251 | $9.641 | |
| MARB | 30 Juni 2025 | 445 | $8.887 | |
| IEF | 30 Juni 2025 | 91 | $8.679 | |
| BWX | 30 Juni 2025 | 289 | $6.318 | |
| BND | 30 Juni 2025 | 61 | $4.480 | |
| LAC | 30 Juni 2025 | 1.627 | $4.409 | -5,2% |
| FTHI | 30 Juni 2025 | 197 | $4.306 | |
| FDX | 30 Juni 2025 | 16 | $3.900 | 27,2% |
| IEI | 30 Juni 2025 | 33 | $3.898 | |
| LMBS | 30 Juni 2025 | 72 | $3.540 | |
| FTGC | 30 Juni 2025 | 134 | $3.420 | |
| IETC | 30 Juni 2025 | 43 | $3.222 | |
| UPS | 30 Juni 2025 | 29 | $3.190 | -7,8% |
| ARTY | 30 Juni 2025 | 99 | $3.114 | |
| FLAO | 30 Juni 2025 | 118 | $3.105 | |
| FEBW | 30 Juni 2025 | 101 | $3.069 | |
| SLDP | 30 Juni 2025 | 2.797 | $2.937 | 7,3% |
| WBD | 30 Juni 2025 | 272 | $2.919 | 170,1% |
| MARW | 30 Juni 2025 | 91 | $2.820 | |
| BA | 30 Juni 2025 | 16 | $2.729 | -9,4% |
| EDV | 30 Juni 2025 | 38 | $2.702 | |
| FDL | 30 Juni 2025 | 60 | $2.606 | |
| IDEV | 30 Juni 2025 | 37 | $2.549 | |
| CRON | 30 Juni 2025 | 1.394 | $2.523 | 72,0% |
| SNOW | 30 Juni 2025 | 16 | $2.339 | 50,1% |
| EFAV | 30 Juni 2025 | 30 | $2.338 | |
| LTPZ | 30 Juni 2025 | 42 | $2.303 | |
| CNXC | 30 Juni 2025 | 40 | $2.226 | -53,0% |
| MTUM | 30 Juni 2025 | 11 | $2.223 | |
| IMCG | 30 Juni 2025 | 30 | $2.143 | 18,8% |
| EVRG | 30 Juni 2025 | 31 | $2.137 | 16,6% |
| IBIT | 30 Juni 2025 | 42 | $1.966 | -20,8% |
| TZA | 30 Juni 2025 | 113 | $1.924 | -61,3% |
| VTI | 30 Juni 2025 | 7 | $1.924 | 25,9% |
| DX | 30 Juni 2025 | 147 | $1.914 | -11,2% |
| VO | 30 Juni 2025 | 7 | $1.810 | 15,8% |
| SLV | 30 Juni 2025 | 58 | $1.797 | 69,0% |
| LVHI | 30 Juni 2025 | 55 | $1.780 | |
| JUNW | 30 Juni 2025 | 52 | $1.546 | |
| HOOD | 30 Juni 2025 | 35 | $1.457 | 19,6% |
| QQQ | 30 Juni 2025 | 3 | $1.407 | 35,0% |
| U | 30 Juni 2025 | 68 | $1.332 | 85,7% |
| COMT | 30 Juni 2025 | 49 | $1.297 | |
| SIXP | 30 Juni 2025 | 46 | $1.265 | |
| GMAY | 30 Juni 2025 | 34 | $1.233 | |
| BIDU | 30 Juni 2025 | 12 | $1.104 | 1,5% |
| BUCK | 30 Juni 2025 | 37 | $913 | |
| CMDT | 30 Juni 2025 | 34 | $910 | |
| SPD | 30 Juni 2025 | 29 | $897 | |
| JULW | 30 Juni 2025 | 21 | $724 | |
| SJB | 30 Juni 2025 | 43 | $693 | |
| GJUN | 30 Juni 2025 | 18 | $633 | |
| SPY | 30 Juni 2025 | 1 | $559 | Tidak lagi dilacak |
| VYM | 30 Juni 2025 | 3 | $387 | |
| QS | 30 Juni 2025 | 50 | $208 | -30,8% |
| AMC | 30 Juni 2025 | 19 | $55 | -4,8% |
| CGC | 30 Juni 2025 | 31 | $28 | -27,0% |