Lynx Investment Advisory
CIK 2028812 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $137.4M
- Posisi
- 230
- Per tanggal
- 30 Juni 2026
#7.659 dari 9.443 berdasarkan nilai 13F · top 81.1%
Nilai portofolio QoQ: +74.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 36,24%
- Bobot 25 kepemilikan teratas
- 64,37%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 45,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,99% Perkiraan pembelian $66.200.272 · penjualan $7.548.091
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,1% masih dipegang
- Posisi baru
- 53
- Meningkat
- 84
- Menurun
- 35
- 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
Utilities
1,3%
Industrials
1,2%
Technology
0,7%
Financials
0,5%
Real Estate
0,5%
Energy
0,3%
Financial Services
0,0%
Retail
0,0%
Communication Services
0,0%
Healthcare
0,0%
Consumer Discretionary
0,0%
Communications
0,0%
Logistics & Transportation
0,0%
Telecommunication
0,0%
Consumer Staples
0,0%
Materials
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
95,5%
Portofolio lengkap 230 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $7.557.801 | 5,50% | 10.121 | $3.220.801 | Naik ×2 | ||
| IJH | $6.951.944 | 5,06% | 90.156 | $-835.990 | Turun ×1 | ||
| NOBL | $6.521.714 | 4,75% | 116.127 | $-331.954 | Naik ×2 | ||
| VSS | $4.544.688 | 3,31% | 29.455 | $4.158.344 | Naik ×1 | ||
| VTI | $4.304.606 | 3,13% | 11.633 | $3.844.885 | Naik ×1 | ||
| SPMD | $4.268.442 | 3,11% | 63.180 | $551.628 | Naik ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4.217.854 | 3,07% | 51.033 | $3.856.231 | Naik ×1 | ||
| VB | $3.963.294 | 2,88% | 13.075 | $3.433.139 | Naik ×1 | ||
| VT | $3.836.864 | 2,79% | 24.446 | $3.604.294 | Naik ×3 | ||
| VCRB Vanguard Core Bond ETF | $3.630.042 | 2,64% | 47.001 | $161.396 | Naik ×6 | ||
| FGD | $3.528.665 | 2,57% | 110.305 | $-727.750 | Turun ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3.421.209 | 2,49% | 43.290 | $3.158.429 | Naik ×1 | ||
| VIG | $3.406.501 | 2,48% | 14.397 | $492.489 | Naik ×4 | ||
| TIPX | $2.994.243 | 2,18% | 158.174 | $768.396 | Naik ×2 | ||
| VNQ | $2.963.064 | 2,16% | 30.728 | $2.760.828 | Naik ×1 | ||
| VO | $2.896.878 | 2,11% | 35.955 | $2.577.019 | Naik ×1 | ||
| SPHD | $2.697.238 | 1,96% | 53.053 | $-764.712 | Turun ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $2.523.620 | 1,84% | 56.268 | $2.254.342 | Naik ×1 | ||
| AKRE | $2.447.378 | 1,78% | 46.012 | $-2.263.618 | Turun ×1 | ||
| BIV | $2.437.449 | 1,77% | 31.779 | $-351.817 | Turun ×1 | ||
| WOOD WOOD | $2.110.584 | 1,54% | 31.861 | $-17.251 | Naik ×1 | ||
| ACWI iShares MSCI ACWI ETF | $2.037.989 | 1,48% | 12.983 | Naik ×1 | |||
| VOE | $1.817.920 | 1,32% | 9.200 | Naik ×1 | |||
| DUHP | $1.701.301 | 1,24% | 40.769 | $1.345.391 | Naik ×1 | ||
| DFAE | $1.674.471 | 1,22% | 41.643 | $683.699 | Naik ×2 | ||
| JNK | $1.672.887 | 1,22% | 17.359 | Naik ×1 | |||
| TDTT | $1.663.856 | 1,21% | 69.588 | $-449.837 | Turun ×1 | ||
| IAU | $1.606.022 | 1,17% | 21.269 | $46.295 | Naik ×2 | ||
| VOO | $1.550.131 | 1,13% | 2.257 | $578.550 | Naik ×1 | ||
| AMLP | $1.480.704 | 1,08% | 28.557 | Naik ×1 | |||
| VEU | $1.464.906 | 1,07% | 17.491 | $1.251.442 | Naik ×1 | ||
| GLD | $1.400.949 | 1,02% | 3.803 | $-235.444 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $1.322.332 | 0,96% | 22.420 | Naik ×1 | |||
| BILS | $1.267.824 | 0,92% | 12.757 | $459.368 | Naik ×1 | ||
| JAAA | $1.164.552 | 0,85% | 23.065 | Naik ×1 | |||
| EPI | $1.107.383 | 0,81% | 25.886 | Naik ×1 | |||
| DFAX | $1.101.455 | 0,80% | 29.898 | $-7.431 | Turun ×1 | ||
| AES The AES Corporation Common Stock | $1.099.579 | 0,80% | 75.005 | $44.338 | Naik ×2 | ||
| EOI Eaton Vance Enhance Equity Income Fund Eaton Vance Enhanced Equity Income Fund Shares of Beneficial Interest | $1.091.230 | 0,79% | 55.505 | Naik ×1 | |||
| SCHB | $1.033.640 | 0,75% | 35.692 | Naik ×1 | |||
| EOS Eaton Vance Enhance Equity Income Fund II Common Stock | $1.013.747 | 0,74% | 45.996 | Naik ×1 | |||
| ICLN iShares Global Clean Energy ETF | $1.012.289 | 0,74% | 49.404 | ||||
| XLK XLK | $953.306 | 0,69% | 5.004 | $275.762 | Turun ×2 | ||
| XLU XLU | $938.700 | 0,68% | 20.704 | $-6.998 | Naik ×1 | ||
| VGT | $907.528 | 0,66% | 7.593 | $245.595 | Naik ×2 | ||
| FXI | $842.147 | 0,61% | 26.659 | Naik ×1 | |||
| EFA | $785.852 | 0,57% | 7.565 | $531.857 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $749.960 | 0,55% | 1.018 | $314.191 | Naik ×3 | ||
| EIX Edison International Common Stock | $713.495 | 0,52% | 9.584 | $16.939 | Naik ×2 | ||
| SPAB | $711.598 | 0,52% | 27.884 | $-45.625 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $663.511 | 0,48% | 9.195 | $-2.561 | Turun ×1 | ||
| IVV | $648.056 | 0,47% | 865 | $243.910 | Naik ×5 | ||
| PHO Invesco Water Resources ETF | $628.157 | 0,46% | 9.093 | $20.252 | Naik ×5 | ||
| VXUS Vanguard Total International Stock ETF | $622.111 | 0,45% | 7.277 | Naik ×1 | |||
| XLV XLV | $591.001 | 0,43% | 3.725 | $-121.605 | Turun ×3 | ||
| SEIE SEI Select International Equity ETF | $589.617 | 0,43% | 16.613 | $586.977 | Naik ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $561.357 | 0,41% | 1.884 | Naik ×1 | |||
| FNDF | $548.625 | 0,40% | 10.399 | Naik ×1 | |||
| VOT | $520.404 | 0,38% | 1.699 | Naik ×1 | |||
| FEZ | $469.164 | 0,34% | 6.831 | $51.108 | Naik ×1 | ||
| SDY | $423.020 | 0,31% | 2.780 | $17.346 | |||
| DFE | $411.265 | 0,30% | 5.714 | $-230.338 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $401.859 | 0,29% | 1.573 | $188.150 | Naik ×1 | ||
| CGW | $399.088 | 0,29% | 6.072 | $-6.924 | Turun ×1 | ||
| KOMP | $391.563 | 0,28% | 5.476 | $66.994 | Turun ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $373.908 | 0,27% | 1.519 | $278.479 | Naik ×2 | ||
| IWR | $371.418 | 0,27% | 3.367 | $-72.543 | Turun ×1 | ||
| SPYV | $359.422 | 0,26% | 5.913 | $26.213 | Naik ×1 | ||
| CHRD Chord Energy Corporation - Common Stock | $350.563 | 0,26% | 3.067 | $-83.149 | Naik ×2 | ||
| MFSI MFS Active International ETF | $349.810 | 0,25% | 10.770 | $141.770 | Naik ×1 | ||
| IYW | $345.051 | 0,25% | 1.368 | Naik ×1 | |||
| VV | $337.414 | 0,25% | 981 | $44.428 | Naik ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $304.474 | 0,22% | 615 | Naik ×1 | |||
| DFAC | $287.785 | 0,21% | 6.487 | $35.810 | Naik ×3 | ||
| SEEM SEI Select Emerging Markets Equity ETF | $279.760 | 0,20% | 6.977 | $278.581 | Naik ×1 | ||
| RYN Rayonier Inc. REIT Common Stock | $277.321 | 0,20% | 13.032 | $8.601 | |||
| VPU | $274.022 | 0,20% | 1.400 | $16.440 | Naik ×1 | ||
| SEIS SEI Select Small Cap ETF | $268.728 | 0,20% | 8.011 | $267.568 | Naik ×1 | ||
| DFIP | $264.073 | 0,19% | 6.401 | $165.864 | Naik ×4 | ||
| IWS | $258.442 | 0,19% | 1.570 | Naik ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $255.499 | 0,19% | 4.875 | Naik ×1 | |||
| QUS | $252.729 | 0,18% | 1.352 | $-3.761 | Turun ×2 | ||
| SCHK | $248.814 | 0,18% | 6.900 | Naik ×1 | |||
| DIHP | $248.097 | 0,18% | 7.270 | $15.403 | Naik ×1 | ||
| XAR | $237.888 | 0,17% | 838 | $25.036 | |||
| PVAL | $235.465 | 0,17% | 4.621 | $21.028 | |||
| LVHD Franklin U.S. Low Volatility High Dividend Index ETF | $226.369 | 0,16% | 5.144 | Naik ×1 | |||
| PSA Public Storage Common Stock | $226.000 | 0,16% | 710 | Naik ×1 | |||
| NET Cloudflare, Inc. Class A Common Stock | $220.752 | 0,16% | 900 | Naik ×1 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $220.131 | 0,16% | 1.189 | Naik ×1 | |||
| MOAT | $212.397 | 0,15% | 2.043 | ||||
| ITA ITA | $212.247 | 0,15% | 876 | Naik ×1 | |||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $211.400 | 0,15% | 4.000 | Naik ×1 | |||
| FLR Fluor Corporation Common Stock | $209.560 | 0,15% | 4.000 | ||||
| IYM | $204.844 | 0,15% | 1.141 | $4.119 | |||
| SOXX SOXX | $203.448 | 0,15% | 318 | $54.438 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $203.042 | 0,15% | 2.468 | Naik ×1 | |||
| MUB | $191.456 | 0,14% | 1.779 | $-4.815 | Turun ×1 | ||
| IXC | $179.246 | 0,13% | 3.648 | $-28.694 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $177.432 | 0,13% | 2.417 | $2.684 | 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 |
|---|---|---|---|
| VT | $3.836.864 | 2,79% | naik ×3 |
| VCRB | $3.630.042 | 2,64% | naik ×6 |
| VIG | $3.406.501 | 2,48% | naik ×4 |
| QQQ | $749.960 | 0,55% | naik ×3 |
| IVV | $648.056 | 0,47% | naik ×5 |
| PHO | $628.157 | 0,46% | naik ×5 |
| DFAC | $287.785 | 0,21% | naik ×3 |
| DFIP | $264.073 | 0,19% | naik ×4 |
| DFAS | $148.009 | 0,11% | naik ×3 |
| VYM | $134.153 | 0,10% | naik ×3 |
| IGRO | $124.561 | 0,09% | naik ×3 |
| TROW | $31.824 | 0,02% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| ACWI | $2.037.989 | 12.983 | 1,48% |
| VOE | $1.817.920 | 9.200 | 1,32% |
| JNK | $1.672.887 | 17.359 | 1,22% |
| AMLP | $1.480.704 | 28.557 | 1,08% |
| VGIT | $1.322.332 | 22.420 | 0,96% |
| JAAA | $1.164.552 | 23.065 | 0,85% |
| EPI | $1.107.383 | 25.886 | 0,81% |
| EOI | $1.091.230 | 55.505 | 0,79% |
| SCHB | $1.033.640 | 35.692 | 0,75% |
| EOS | $1.013.747 | 45.996 | 0,74% |
| ICLN | $1.012.289 | 49.404 | 0,74% |
| FXI | $842.147 | 26.659 | 0,61% |
| VXUS | $622.111 | 7.277 | 0,45% |
| MRVL | $561.357 | 1.884 | 0,41% |
| FNDF | $548.625 | 10.399 | 0,40% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPY | Beli lebih banyak | +3K | +$3.2M |
| AKRE | Dipangkas | -43K | -$2.3M |
| DUHP | Beli lebih banyak | +31K | +$1.3M |
| IJH | Dipangkas | -25K | -$836K |
| TIPX | Beli lebih banyak | +42K | +$768K |
| SPHD | Dipangkas | -17K | -$765K |
| FGD | Dipangkas | -23K | -$728K |
| DFAE | Beli lebih banyak | +12K | +$684K |
| VOO | Beli lebih banyak | +631 | +$579K |
| SPMD | Beli lebih banyak | +417 | +$552K |
11 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 |
|---|---|---|---|---|
| INTF | 31 Maret 2026 | 8.867 | $334.729 | Tidak lagi dilacak |
| BIL | 30 Juni 2025 | 2.952 | $270.798 | Tidak lagi dilacak |
| VCIT | 30 Juni 2025 | 3.125 | $255.495 | |
| PCH | 31 Des. 2025 | 5.700 | $232.275 | Tidak lagi dilacak |
| MOAT | 31 Maret 2026 | 2.043 | $211.580 | Tidak lagi dilacak |
| RYN | 30 Juni 2025 | 7.561 | $210.801 | -3,5% |
| FLR | 30 Sep. 2025 | 4.000 | $205.080 | 25,7% |
| TOLZ | 30 Juni 2025 | 3.830 | $201.649 | Tidak lagi dilacak |
| ICLN | 30 Sep. 2025 | 12.126 | $158.975 | |
| IXJ | 30 Sep. 2025 | 1.501 | $129.195 | Tidak lagi dilacak |
| IXG | 31 Maret 2026 | 915 | $110.523 | Tidak lagi dilacak |
| XMHQ | 30 Sep. 2025 | 1.054 | $103.532 | Tidak lagi dilacak |
| IXG | 30 Sep. 2025 | 617 | $68.391 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 211 | $47.692 | -1,9% |
| DIS | 31 Maret 2026 | 401 | $45.665 | 11,2% |
| ACWV | 31 Maret 2025 | 417 | $45.536 | Tidak lagi dilacak |
| GSAT | 31 Maret 2025 | 15.000 | $31.050 | 293,0% |
| BSV | 30 Juni 2025 | 372 | $29.120 | Tidak lagi dilacak |
| RQI | 31 Maret 2026 | 2.501 | $28.561 | 3,2% |
| MUB | 31 Maret 2025 | 208 | $22.165 | Tidak lagi dilacak |
| BND | 31 Maret 2025 | 270 | $19.416 | |
| KEY | 31 Maret 2025 | 997 | $17.089 | 38,0% |
| RSP | 30 Sep. 2025 | 83 | $15.084 | Tidak lagi dilacak |
| FANG | 30 Sep. 2025 | 96 | $13.190 | 47,9% |
| JNJ | 30 Juni 2025 | 59 | $9.785 | 74,9% |
| ETR | 31 Maret 2025 | 128 | $9.705 | 25,1% |
| UNH | 31 Des. 2025 | 23 | $7.942 | 17,3% |
| SHEL | 30 Sep. 2025 | 90 | $6.337 | 31,1% |
| RSP | 31 Maret 2026 | 27 | $5.172 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 30 | $5.090 | 21,7% |
| TM | 31 Maret 2025 | 26 | $5.060 | 12,0% |
| JHG | 30 Juni 2026 | 89 | $4.572 | Tidak lagi dilacak |
| UPS | 31 Maret 2025 | 35 | $4.414 | -6,1% |
| QCOM | 31 Maret 2026 | 24 | $4.105 | 25,0% |
| CMA | 31 Maret 2026 | 36 | $3.129 | Tidak lagi dilacak |
| INDA | 31 Des. 2025 | 54 | $2.811 | Tidak lagi dilacak |
| TTE | 31 Des. 2025 | 46 | $2.746 | 38,9% |
| IP | 31 Maret 2026 | 67 | $2.639 | 14,5% |
| LMT | 31 Maret 2025 | 5 | $2.430 | 27,3% |
| IPG | 31 Des. 2025 | 79 | $2.205 | Tidak lagi dilacak |
| PEP | 30 Juni 2026 | 14 | $2.174 | 5,3% |
| ADBE | 31 Maret 2026 | 6 | $2.100 | 12,3% |
| GILD | 31 Maret 2025 | 22 | $2.032 | 29,3% |
| PYPL | 30 Sep. 2025 | 26 | $1.932 | -7,2% |
| F | 31 Maret 2026 | 147 | $1.929 | 24,4% |
| DKS | 31 Des. 2025 | 6 | $1.333 | -9,7% |
| DAL | 31 Maret 2026 | 19 | $1.319 | 23,5% |
| FHN | 31 Maret 2025 | 61 | $1.229 | 27,8% |
| LLY | 31 Maret 2026 | 1 | $1.075 | 35,9% |
| WU | 31 Maret 2025 | 96 | $1.018 | -31,1% |
| CAG | 31 Maret 2026 | 44 | $762 | 2,2% |
| DKS | 30 Juni 2025 | 3 | $605 | -9,7% |
| DVN | 30 Sep. 2025 | 13 | $414 | 40,1% |
| KKR | 31 Maret 2026 | 3 | $382 | 17,4% |
| SCHW | 31 Maret 2026 | 3 | $300 | 18,3% |
| INTC | 31 Maret 2025 | 13 | $261 | 304,8% |