MAIMON WEALTH MANAGEMENT LTD.
CIK 1760401 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $129.8M
- Posisi
- 80
- Per tanggal
- 30 Juni 2026
#7.828 dari 9.443 berdasarkan nilai 13F · top 82.9%
Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 45,10%
- Bobot 25 kepemilikan teratas
- 76,08%
- Posisi di atas 1%
- 31
- Jumlah posisi efektif
- 33,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,68% Perkiraan pembelian $11.949.442 · penjualan $3.261.808
- Posisi baru
- 7
- Meningkat
- 50
- Menurun
- 6
- 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 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
6,3%
Health Care
3,0%
Retail
2,3%
Consumer Staples
2,0%
Industrials
1,8%
Consumer products
0,7%
Communication Services
0,6%
Communications
0,4%
Consumer Discretionary
0,2%
Materials
0,2%
Energy
0,2%
Financials
0,2%
Telecommunication
0,1%
Lainnya/Tidak terpetakan
81,9%
Portofolio lengkap 80 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NEAR | $8.759.621 | 6,75% | 172.910 | $480.883 | Naik ×2 | ||
| MINT | $6.978.068 | 5,38% | 69.220 | $259.654 | Naik ×2 | ||
| BSV | $6.837.049 | 5,27% | 87.735 | $737.087 | Naik ×2 | ||
| GVI | $5.811.354 | 4,48% | 54.775 | $748.049 | Naik ×2 | ||
| VTI | $5.605.695 | 4,32% | 15.148 | $1.175.787 | Naik ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $5.595.764 | 4,31% | 60.685 | $1.097.741 | Naik ×2 | ||
| ICSH | $5.266.137 | 4,06% | 104.115 | $753.496 | Naik ×1 | ||
| LDUR | $5.118.003 | 3,94% | 53.530 | $684.857 | Naik ×2 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $4.446.720 | 3,43% | 92.160 | $299.366 | Naik ×2 | ||
| AVSF | $4.125.002 | 3,18% | 88.580 | $417.551 | Naik ×2 | ||
| SYK Stryker Corporation Common Stock | $3.881.662 | 2,99% | 12.329 | $-135.564 | Naik ×2 | ||
| AVEM | $3.681.769 | 2,84% | 38.157 | $811.143 | Naik ×2 | ||
| IEFA | $3.623.682 | 2,79% | 37.520 | $423.435 | Naik ×2 | ||
| QUAL | $3.614.451 | 2,78% | 16.472 | $768.241 | Naik ×2 | ||
| AVUS | $3.394.376 | 2,61% | 26.502 | $505.193 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.718.537 | 2,09% | 9.395 | $208.583 | Turun ×1 | ||
| AVDE | $2.509.642 | 1,93% | 28.135 | $196.101 | |||
| LRGF | $2.397.849 | 1,85% | 31.705 | $608.301 | Naik ×2 | ||
| AVUV | $2.359.212 | 1,82% | 18.910 | $368.127 | Naik ×2 | ||
| IQLT | $2.348.026 | 1,81% | 47.387 | $287.561 | Naik ×2 | ||
| VOE | $2.126.213 | 1,64% | 10.759 | $198.201 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.936.871 | 1,49% | 9.680 | $353.882 | Naik ×2 | ||
| IAU | $1.924.750 | 1,48% | 25.490 | $-175.144 | Naik ×1 | ||
| IVLU | $1.896.872 | 1,46% | 45.358 | $241.982 | Naik ×2 | ||
| AVDV | $1.805.951 | 1,39% | 17.525 | $128.492 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.557.558 | 1,20% | 1.665 | $-76.833 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.536.842 | 1,18% | 4.120 | $134.744 | Naik ×2 | ||
| INTF | $1.524.736 | 1,17% | 37.225 | $318.337 | Naik ×2 | ||
| AVGV | $1.375.056 | 1,06% | 16.200 | $1.142.524 | Naik ×1 | ||
| VBR | $1.314.333 | 1,01% | 5.409 | $181.766 | Naik ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.311.959 | 1,01% | 7.252 | $145.457 | Naik ×1 | ||
| AVLV | $1.245.016 | 0,96% | 13.650 | $245.184 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.226.106 | 0,94% | 1.665 | $371.938 | Naik ×1 | ||
| SPEM | $1.079.354 | 0,83% | 20.845 | $131.532 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $826.239 | 0,64% | 2.312 | $248.060 | Naik ×2 | ||
| AVIV | $814.923 | 0,63% | 10.526 | $58.412 | Naik ×1 | ||
| DE Deere & Company Common Stock | $792.912 | 0,61% | 1.250 | $98.537 | |||
| VT | $791.028 | 0,61% | 5.040 | $114.710 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $788.876 | 0,61% | 1.358 | $520.693 | Turun ×1 | ||
| EMR Emerson Electric Company Common Stock | $787.325 | 0,61% | 5.500 | $109.175 | |||
| AMZN Amazon.com, Inc. - Common Stock | $684.274 | 0,53% | 2.871 | $165.220 | Naik ×2 | ||
| VGT | $669.312 | 0,52% | 5.600 | $268.092 | Naik ×1 | ||
| PYLD | $660.348 | 0,51% | 24.900 | $78.987 | Naik ×1 | ||
| MO Altria Group, Inc. | $592.364 | 0,46% | 8.233 | $40.588 | |||
| VSS | $575.502 | 0,44% | 3.730 | $47.856 | |||
| PG Procter & Gamble Company (The) Common Stock | $572.043 | 0,44% | 3.901 | $-7.126 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $559.072 | 0,43% | 525 | $225.357 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $553.941 | 0,43% | 4.716 | $238.077 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $508.612 | 0,39% | 1.065 | $179.136 | Naik ×2 | ||
| AVES | $492.000 | 0,38% | 7.500 | $61.098 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $429.212 | 0,33% | 1.217 | $46.512 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $406.867 | 0,31% | 943 | Naik ×1 | |||
| ACWI iShares MSCI ACWI ETF | $384.576 | 0,30% | 2.450 | $117.538 | Naik ×2 | ||
| MGK | $383.727 | 0,30% | 4.365 | Naik ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $382.727 | 0,29% | 6.617 | $-733 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $343.755 | 0,26% | 4.021 | $62.027 | Naik ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $342.278 | 0,26% | 3.400 | $-251.616 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $325.962 | 0,25% | 2.878 | $-25.272 | Naik ×1 | ||
| BRKB | $324.253 | 0,25% | 648 | $-56.899 | Turun ×1 | ||
| MCD McDonald's Corporation Common Stock | $317.074 | 0,24% | 1.173 | $-34.342 | Naik ×1 | ||
| VO | $300.687 | 0,23% | 3.732 | $38.579 | Naik ×1 | ||
| CL Colgate-Palmolive Company Common Stock | $299.427 | 0,23% | 3.266 | $19.433 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $298.734 | 0,23% | 876 | Naik ×1 | |||
| VGK | $286.693 | 0,22% | 3.238 | $28.074 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $285.850 | 0,22% | 975 | $8.868 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $271.116 | 0,21% | 1.983 | $-20.726 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $260.552 | 0,20% | 3.206 | $22.742 | Naik ×1 | ||
| VEA | $254.861 | 0,20% | 3.577 | $43.959 | Naik ×1 | ||
| MMM 3M Company Common Stock | $250.960 | 0,19% | 1.550 | $30.054 | |||
| SUSA | $245.337 | 0,19% | 1.590 | $40.879 | |||
| TRV The Travelers Companies, Inc. Common Stock | $242.308 | 0,19% | 734 | $28.112 | |||
| VUG | $228.960 | 0,18% | 2.658 | Naik ×1 | |||
| EFA | $225.420 | 0,17% | 2.170 | Naik ×1 | |||
| IWD | $206.066 | 0,16% | 850 | Naik ×1 | |||
| BIL | $205.182 | 0,16% | 2.239 | $0 | |||
| T AT&T Inc. | $166.603 | 0,13% | 150.840 | Naik ×1 | |||
| NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest | $157.800 | 0,12% | 10.000 | $4.900 | |||
| GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest | $144.600 | 0,11% | 10.000 | $4.700 | |||
| BLW Blackrock Limited Duration Income Trust | $124.900 | 0,10% | 10.000 | $3.300 | |||
| PCN Pimco Corporate & Income Strategy Fund Common Stock | $119.500 | 0,09% | 10.000 | $4.500 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +935 | +$1.2M |
| BOND | Beli lebih banyak | +12K | +$1.1M |
| AVEM | Beli lebih banyak | +1K | +$811K |
| QUAL | Beli lebih banyak | +1K | +$768K |
| ICSH | Beli lebih banyak | +15K | +$753K |
| GVI | Beli lebih banyak | +7K | +$748K |
| BSV | Beli lebih banyak | +10K | +$737K |
| LDUR | Beli lebih banyak | +7K | +$685K |
| LRGF | Beli lebih banyak | +4K | +$608K |
| AMD | Dipangkas | -10 | +$521K |
1 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.