MACROVIEW INVESTMENT MANAGEMENT LLC
CIK 1551727 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $162.0M
- Posisi
- 106
- Per tanggal
- 30 Juni 2026
#7.142 dari 9.443 berdasarkan nilai 13F · top 75.6%
Nilai portofolio QoQ: +12.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,15%
- Bobot 25 kepemilikan teratas
- 67,92%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 39,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,14% Perkiraan pembelian $14.363.271 · penjualan $6.333.685
Kepemilikan median: 6,5 kuartal Dilacak Q4 2024–Q2 2026 · 76,8% masih dipegang
- Posisi baru
- 15
- Meningkat
- 53
- Menurun
- 30
- Tertutup
- 8
Eksposur put-notional: 0,6% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
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
6,5%
Retail
3,0%
Communication Services
1,5%
Financial Services
1,3%
Industrials
0,9%
Health Care
0,6%
Consumer Staples
0,5%
Energy
0,4%
Real Estate
0,4%
Financials
0,4%
Consumer products
0,2%
Communications
0,2%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
83,9%
Portofolio lengkap 106 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $10.661.500 | 6,58% | 14.277 | $2.013.415 | Naik ×5 | ||
| BMAR | $7.971.425 | 4,92% | 138.327 | $704.301 | Turun ×1 | ||
| SCHG | $7.577.891 | 4,68% | 223.933 | $1.397.898 | Naik ×2 | ||
| EFA | $7.021.164 | 4,33% | 67.589 | $773.413 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6.258.553 | 3,86% | 8.499 | $1.614.642 | Naik ×1 | ||
| IJR | $6.045.140 | 3,73% | 40.760 | $1.145.521 | Naik ×1 | ||
| IJH | $6.026.500 | 3,72% | 78.155 | $920.324 | Naik ×3 | ||
| PHYS | $5.956.664 | 3,68% | 197.437 | $-1.110.143 | Turun ×6 | ||
| IVV | $5.763.339 | 3,56% | 7.696 | $780.077 | Naik ×5 | ||
| IEFA | $5.010.261 | 3,09% | 51.877 | $430.758 | Naik ×2 | ||
| QUAL | $4.082.552 | 2,52% | 18.605 | $608.359 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $3.937.097 | 2,43% | 11.163 | $281.758 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $3.818.589 | 2,36% | 13.197 | $434.569 | Turun ×1 | ||
| PVAL | $3.083.990 | 1,90% | 60.530 | $545.066 | Naik ×3 | ||
| SCHD | $2.906.979 | 1,79% | 91.674 | $323.803 | Naik ×3 | ||
| JAAA | $2.702.174 | 1,67% | 53.519 | $102.718 | Naik ×1 | ||
| JMBS | $2.575.655 | 1,59% | 57.249 | $20.044 | Naik ×2 | ||
| MINT | $2.492.707 | 1,54% | 24.727 | $121.364 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.470.235 | 1,52% | 6.622 | $-18.040 | Turun ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $2.444.890 | 1,51% | 14.938 | $333.201 | Naik ×3 | ||
| RSP | $2.334.153 | 1,44% | 10.970 | $549.101 | Naik ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2.325.298 | 1,44% | 46.293 | $141.763 | Naik ×6 | ||
| NOBL | $2.266.395 | 1,40% | 40.356 | $248.336 | Naik ×1 | ||
| GLDM | $2.225.348 | 1,37% | 28.020 | Naik ×1 | |||
| VNLA | $2.079.230 | 1,28% | 42.550 | $95.854 | Naik ×1 | ||
| GLD | $1.806.904 | 1,12% | 4.905 | $-2.943.067 | Turun ×3 | ||
| IAU | $1.700.032 | 1,05% | 22.514 | $-240.105 | Naik ×2 | ||
| VTI | $1.698.868 | 1,05% | 4.591 | $249.026 | Naik ×5 | ||
| Penerbit tidak dikenal (CUSIP: 45784N338) | $1.695.820 | 1,05% | 84.664 | Naik ×1 | |||
| VONV Vanguard Russell 1000 Value ETF | $1.557.423 | 0,96% | 14.650 | $150.202 | Turun ×1 | ||
| XLV XLV | $1.556.202 | 0,96% | 9.808 | $81.524 | Turun ×3 | ||
| Penerbit tidak dikenal (CUSIP: 45784N379) | $1.554.456 | 0,96% | 78.709 | $143.706 | Naik ×1 | ||
| GSLC | $1.453.525 | 0,90% | 10.244 | $266.402 | Naik ×2 | ||
| PMAR | $1.446.708 | 0,89% | 30.285 | $95.391 | |||
| VEA | $1.444.260 | 0,89% | 20.270 | $285.117 | Naik ×6 | ||
| AKRE | $1.380.334 | 0,85% | 25.951 | $-73.041 | Turun ×1 | ||
| QCAP | $1.370.684 | 0,85% | 55.029 | $66.017 | Naik ×1 | ||
| DDFD | $1.351.578 | 0,83% | 67.655 | $133.657 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.281.894 | 0,79% | 14.995 | $129.681 | Naik ×6 | ||
| Penerbit tidak dikenal (CUSIP: 464287955) | $1.051.575 | 0,65% | 3.500 | Opsi jual | $258.575 | Naik ×1 | |
| NVDA NVIDIA Corporation - Common Stock | $1.013.084 | 0,63% | 5.063 | $63.190 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $985.775 | 0,61% | 2.758 | $188.836 | Turun ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $894.611 | 0,55% | 1.756 | $-169.049 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $893.022 | 0,55% | 2.527 | $149.714 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $803.304 | 0,50% | 5.481 | $4.641 | Naik ×6 | ||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $799.662 | 0,49% | 4.188 | $-30.572 | Turun ×1 | ||
| IWF | $787.108 | 0,49% | 6.339 | $111.921 | Naik ×6 | ||
| AXP American Express Company Common Stock | $739.415 | 0,46% | 2.186 | $99.670 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $723.859 | 0,45% | 5.294 | $-154.967 | Naik ×6 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $719.576 | 0,44% | 7.804 | $15.281 | Naik ×5 | ||
| VIG | $698.178 | 0,43% | 2.951 | $65.592 | Naik ×4 | ||
| HPP Hudson Pacific Properties, Inc. Common Stock | $691.753 | 0,43% | 45.540 | Naik ×1 | |||
| VT | $657.615 | 0,41% | 4.190 | $80.119 | Naik ×6 | ||
| SPEM | $654.741 | 0,40% | 12.645 | $73.388 | Naik ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $615.632 | 0,38% | 2.583 | $64.550 | Turun ×1 | ||
| IWR | $606.544 | 0,37% | 5.498 | $62.322 | Turun ×2 | ||
| VIOO | $542.066 | 0,33% | 3.941 | $89.504 | |||
| TOTL | $540.085 | 0,33% | 13.683 | $8.878 | Naik ×6 | ||
| IVE | $537.417 | 0,33% | 2.367 | $68.811 | Naik ×1 | ||
| TCAF | $527.420 | 0,33% | 12.833 | $72.452 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $517.951 | 0,32% | 5.145 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $509.927 | 0,31% | 1.813 | $122.588 | Naik ×1 | ||
| SCHX | $492.188 | 0,30% | 16.724 | $64.040 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $478.264 | 0,30% | 1.151 | $148.205 | Turun ×1 | ||
| SPYM | $474.791 | 0,29% | 5.403 | $61.277 | |||
| MS Morgan Stanley Common Stock | $455.800 | 0,28% | 2.180 | $97.988 | Naik ×6 | ||
| VWO | $439.155 | 0,27% | 7.357 | $64.562 | Naik ×4 | ||
| FGD | $434.309 | 0,27% | 13.576 | $35.982 | Naik ×1 | ||
| SCHF | $424.412 | 0,26% | 15.322 | $47.026 | Naik ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $418.138 | 0,26% | 362 | $175.090 | Turun ×2 | ||
| INFL | $393.361 | 0,24% | 7.886 | $-16.995 | Naik ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $381.415 | 0,24% | 377 | $61.523 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $378.683 | 0,23% | 3.343 | $-41.678 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $378.016 | 0,23% | 671 | $-3.052 | Naik ×4 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $377.866 | 0,23% | 2.613 | $64.564 | Turun ×1 | ||
| GDS GDS Holdings Limited - American Depositary Shares | $374.174 | 0,23% | 12.460 | $-127.839 | |||
| HAP | $366.026 | 0,23% | 5.335 | $-20.593 | |||
| VGK | $363.477 | 0,22% | 4.105 | $28.738 | Naik ×1 | ||
| XBI XBI | $348.852 | 0,22% | 2.204 | $67.354 | |||
| UNP Union Pacific Corporation Common Stock | $345.477 | 0,21% | 1.270 | $14.338 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $336.347 | 0,21% | 579 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $327.985 | 0,20% | 1.002 | $-10.299 | Turun ×2 | ||
| IWM | $323.062 | 0,20% | 1.075 | $56.458 | |||
| VBK | $322.472 | 0,20% | 882 | $48.861 | Turun ×4 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $322.283 | 0,20% | 3.587 | $97.477 | |||
| DYNF | $316.930 | 0,20% | 4.660 | $111.732 | Naik ×1 | ||
| WCMI | $316.909 | 0,20% | 16.194 | $75.019 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $313.752 | 0,19% | 831 | $49.500 | Turun ×1 | ||
| SAIC Science Applications International Corporation - Common Stock | $295.899 | 0,18% | 2.680 | $92.106 | Naik ×1 | ||
| NVR NVR, Inc. Common Stock | $292.976 | 0,18% | 43 | $3.023 | Turun ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $288.383 | 0,18% | 1.212 | $31.281 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 77926X320) | $248.358 | 0,15% | 3.363 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $246.711 | 0,15% | 2.100 | Naik ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $238.863 | 0,15% | 313 | Naik ×1 | |||
| EEM | $238.334 | 0,15% | 3.484 | ||||
| MCK McKesson Corporation Common Stock | $237.280 | 0,15% | 314 | $-45.465 | Turun ×1 | ||
| BRKB | $231.180 | 0,14% | 462 | $-6.503 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $230.864 | 0,14% | 1.653 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $226.703 | 0,14% | 539 | $22.240 | Turun ×1 | ||
| SNSR Global X Internet of Things ETF | $221.610 | 0,14% | 4.435 | ||||
| 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 |
|---|---|---|---|
| SPY | $10.661.500 | 6,58% | naik ×5 |
| EFA | $7.021.164 | 4,33% | naik ×6 |
| IJH | $6.026.500 | 3,72% | naik ×3 |
| IVV | $5.763.339 | 3,56% | naik ×5 |
| HD | $3.937.097 | 2,43% | naik ×4 |
| PVAL | $3.083.990 | 1,90% | naik ×3 |
| SCHD | $2.906.979 | 1,79% | naik ×3 |
| ESGU | $2.444.890 | 1,51% | naik ×3 |
| VTIP | $2.325.298 | 1,44% | naik ×6 |
| VTI | $1.698.868 | 1,05% | naik ×5 |
| VEA | $1.444.260 | 0,89% | naik ×6 |
| VXUS | $1.281.894 | 0,79% | naik ×6 |
| ORCL | $803.304 | 0,50% | naik ×6 |
| IWF | $787.108 | 0,49% | naik ×6 |
| XOM | $723.859 | 0,45% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| GLDM | $2.225.348 | 28.020 | 1,37% |
| Penerbit tidak dikenal (CUSIP: 45784N338) | $1.695.820 | 84.664 | 1,05% |
| HPP | $691.753 | 45.540 | 0,43% |
| SGOV | $517.951 | 5.145 | 0,32% |
| AMD | $336.347 | 579 | 0,21% |
| Penerbit tidak dikenal (CUSIP: 77926X320) | $248.358 | 3.363 | 0,15% |
| CSCO | $246.711 | 2.100 | 0,15% |
| CRWD | $238.863 | 313 | 0,15% |
| EEM | $238.334 | 3.484 | 0,15% |
| INTC | $230.864 | 1.653 | 0,14% |
| SNSR | $221.610 | 4.435 | 0,14% |
| ESGE | $213.839 | 3.910 | 0,13% |
| JNJ | $203.430 | 801 | 0,13% |
| AMP | $201.854 | 440 | 0,12% |
| FEZ | $200.896 | 2.925 | 0,12% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GLD | Dipangkas | -6K | -$2.9M |
| SPY | Beli lebih banyak | +979 | +$2.0M |
| QQQ | Beli lebih banyak | +453 | +$1.6M |
| SCHG | Beli lebih banyak | +12K | +$1.4M |
| IJR | Beli lebih banyak | +1K | +$1.1M |
| PHYS | Dipangkas | -2K | -$1.1M |
| IJH | Beli lebih banyak | +3K | +$920K |
| IVV | Beli lebih banyak | +67 | +$780K |
| EFA | Beli lebih banyak | +3K | +$773K |
| BMAR | Dipangkas | -125 | +$704K |
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 |
|---|---|---|---|---|
| IJAN | 30 Juni 2025 | 47.032 | $1.503.806 | Tidak lagi dilacak |
| BJAN | 31 Des. 2025 | 27.152 | $1.439.480 | Tidak lagi dilacak |
| XLF | 30 Sep. 2025 | 25.811 | $1.351.720 | Tidak lagi dilacak |
| BFEB | 31 Maret 2025 | 31.291 | $1.347.729 | Tidak lagi dilacak |
| DDFO | 31 Maret 2026 | 61.817 | $1.336.181 | Tidak lagi dilacak |
| GFEB | 31 Des. 2025 | 32.653 | $1.324.733 | Tidak lagi dilacak |
| VIGI | 31 Maret 2026 | 14.407 | $1.317.532 | |
| PAPR | 31 Des. 2025 | 33.773 | $1.295.533 | Tidak lagi dilacak |
| POCT | 30 Juni 2025 | 30.885 | $1.199.883 | Tidak lagi dilacak |
| DDTD | 30 Juni 2026 | 60.883 | $1.138.055 | Tidak lagi dilacak |
| EFG | 31 Maret 2026 | 7.011 | $798.675 | Tidak lagi dilacak |
| KLXE | 30 Juni 2026 | 174.696 | $454.210 | -33,3% |
| ILPT | 31 Maret 2025 | 106.808 | $389.850 | 144,9% |
| GAPR | 30 Juni 2026 | 8.668 | $350.794 | Tidak lagi dilacak |
| LCTU | 30 Sep. 2025 | 5.212 | $350.622 | Tidak lagi dilacak |
| BSMQ | 30 Juni 2026 | 14.141 | $334.081 | |
| BABA | 30 Juni 2025 | 2.450 | $323.964 | 10,5% |
| EAGG | 30 Sep. 2025 | 6.769 | $321.799 | Tidak lagi dilacak |
| CEG | 30 Sep. 2025 | 955 | $308.295 | -16,3% |
| DSI | 30 Sep. 2025 | 2.607 | $302.819 | Tidak lagi dilacak |
| SUSC | 30 Sep. 2025 | 11.491 | $266.936 | |
| CIBR | 31 Maret 2025 | 4.184 | $265.485 | |
| ESGE | 30 Sep. 2025 | 6.444 | $252.414 | |
| CLOU | 31 Maret 2026 | 10.787 | $244.002 | |
| USXF | 30 Sep. 2025 | 4.485 | $241.877 | 18,7% |
| EOSE | 30 Juni 2026 | 46.056 | $228.438 | -38,6% |
| GAUG | 30 Juni 2025 | 6.500 | $225.843 | Tidak lagi dilacak |
| UA | 30 Juni 2026 | 38.703 | $224.088 | -18,6% |
| MUB | 31 Maret 2025 | 2.007 | $213.887 | Tidak lagi dilacak |
| CVX | 30 Juni 2026 | 1.026 | $212.367 | 25,4% |
| DIS | 31 Des. 2025 | 1.850 | $211.825 | -5,0% |
| BRKB | 30 Juni 2025 | 393 | $209.304 | Tidak lagi dilacak |
| AMP | 31 Maret 2026 | 420 | $205.943 | 25,3% |
| EEM | 30 Juni 2025 | 4.700 | $205.389 | Tidak lagi dilacak |
| EEM | 31 Maret 2026 | 3.726 | $203.870 | Tidak lagi dilacak |
| SNSR | 31 Maret 2025 | 5.788 | $201.989 | |
| SBET | 30 Juni 2026 | 12.500 | $80.625 | 54,4% |
| BTOG | 31 Des. 2025 | 11.500 | $4.403 | 308,4% |