MOULTON WEALTH MANAGEMENT, INC
CIK 1792510 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $152.1M
- Posisi
- 66
- Per tanggal
- 30 Juni 2026
#7.345 dari 9.443 berdasarkan nilai 13F · top 77.8%
Nilai portofolio QoQ: +3.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 60,91%
- Bobot 25 kepemilikan teratas
- 80,89%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 19,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 39,51% Perkiraan pembelian $62.027.234 · penjualan $59.061.592
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 62,3% masih dipegang
- Posisi baru
- 31
- Meningkat
- 16
- Menurun
- 17
- Tertutup
- 17
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
Consumer Discretionary
2,1%
Energy
1,8%
Retail
0,5%
Consumer products
0,2%
Lainnya/Tidak terpetakan
95,4%
Portofolio lengkap 66 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $18.296.239 | 12,03% | 207.915 | $11.252.412 | Naik ×1 | ||
| TFLO | $13.704.218 | 9,01% | 271.371 | $-9.601.201 | Turun ×1 | ||
| USFR | $13.500.808 | 8,88% | 268.033 | $-9.425.233 | Turun ×1 | ||
| VTI | $12.578.142 | 8,27% | 33.953 | $7.692.067 | Naik ×1 | ||
| FLOT | $10.220.870 | 6,72% | 200.834 | $254.575 | Naik ×1 | ||
| SJNK | $6.119.200 | 4,02% | 245.850 | $1.499.625 | Naik ×1 | ||
| LVLN | $5.681.386 | 3,74% | 141.698 | Naik ×1 | |||
| XLK XLK | $5.019.215 | 3,30% | 26.921 | ||||
| GLL | $4.312.942 | 2,84% | 164.115 | $1.585.211 | Naik ×1 | ||
| BIL | $3.202.687 | 2,11% | 35.040 | ||||
| SMH SMH | $3.163.253 | 2,08% | 5.076 | $1.757.838 | Naik ×1 | ||
| XLV XLV | $2.814.232 | 1,85% | 17.682 | ||||
| AAAU | $2.748.155 | 1,81% | 68.483 | $-718.177 | Turun ×1 | ||
| DXJ | $2.570.788 | 1,69% | 14.622 | $686.145 | Naik ×1 | ||
| VEU | $2.268.623 | 1,49% | 27.356 | $486.798 | Naik ×1 | ||
| GDX GDX | $2.254.256 | 1,48% | 29.576 | $-827.760 | Turun ×2 | ||
| XLI XLI | $2.181.226 | 1,43% | 11.846 | ||||
| GLD | $2.002.193 | 1,32% | 5.361 | $-309.933 | Turun ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.860.734 | 1,22% | 13.609 | $-313.550 | Naik ×6 | ||
| MTUM | $1.603.050 | 1,05% | 4.873 | ||||
| ITA ITA | $1.521.957 | 1,00% | 6.236 | $379.019 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 25461A189) | $1.445.772 | 0,95% | 23.225 | Naik ×1 | |||
| IYW | $1.409.154 | 0,93% | 5.644 | $367.659 | Turun ×1 | ||
| ION | $1.282.092 | 0,84% | 22.588 | Naik ×1 | |||
| ZSL | $1.272.885 | 0,84% | 42.657 | $238.577 | Turun ×1 | ||
| VIG | $1.234.200 | 0,81% | 5.211 | ||||
| QUAL | $1.209.534 | 0,80% | 5.518 | ||||
| SLV | $1.184.990 | 0,78% | 21.819 | $-391.057 | Turun ×1 | ||
| XLE XLE | $1.096.907 | 0,72% | 20.683 | ||||
| VPL | $1.034.890 | 0,68% | 9.121 | $352.356 | Naik ×1 | ||
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | $995.414 | 0,65% | 49.511 | $-1.174.817 | Turun ×1 | ||
| USDU | $971.583 | 0,64% | 36.273 | $460.606 | Naik ×1 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $968.861 | 0,64% | 42.438 | $-1.159.228 | Turun ×1 | ||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $968.774 | 0,64% | 43.462 | $-1.158.137 | Turun ×1 | ||
| RSPT | $933.248 | 0,61% | 14.615 | ||||
| AVUV | $920.892 | 0,61% | 7.361 | Naik ×1 | |||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $914.733 | 0,60% | 42.408 | Naik ×1 | |||
| XLP XLP | $897.418 | 0,59% | 10.795 | ||||
| XLC XLC | $883.597 | 0,58% | 8.030 | ||||
| IEI iShares 3-7 Year Treasury Bond ETF | $859.539 | 0,57% | 7.346 | $-1.198.821 | Turun ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $858.229 | 0,56% | 12.831 | $-849.265 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $822.497 | 0,54% | 4.934 | $-166.373 | Naik ×6 | ||
| XLU XLU | $805.654 | 0,53% | 17.979 | ||||
| QQQ Invesco QQQ Trust, Series 1 | $780.186 | 0,51% | 1.071 | ||||
| DBMF | $762.093 | 0,50% | 24.958 | Naik ×1 | |||
| XLF XLF | $742.961 | 0,49% | 13.527 | ||||
| RPV | $677.626 | 0,45% | 5.892 | $286.738 | Naik ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $661.368 | 0,43% | 41.753 | Naik ×1 | |||
| EFAV | $632.449 | 0,42% | 7.247 | ||||
| SIL SIL | $626.344 | 0,41% | 7.976 | $-175.693 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $583.436 | 0,38% | 630 | $-51.122 | |||
| VTV | $580.712 | 0,38% | 2.664 | ||||
| IEF iShares 7-10 Year Treasury Bond ETF | $562.933 | 0,37% | 5.982 | $-1.187.633 | Turun ×1 | ||
| ICLN iShares Global Clean Energy ETF | $539.693 | 0,35% | 26.326 | Naik ×1 | |||
| VGK | $528.055 | 0,35% | 6.007 | Naik ×1 | |||
| COPX | $523.598 | 0,34% | 6.854 | $-37.180 | Turun ×2 | ||
| IWM | $472.379 | 0,31% | 1.568 | ||||
| IBTM iShares iBonds Dec 2032 Term Treasury ETF | $461.176 | 0,30% | 20.401 | $189.123 | Naik ×1 | ||
| IAU | $455.742 | 0,30% | 5.955 | $-73.059 | Turun ×1 | ||
| XME XME | $354.568 | 0,23% | 3.346 | ||||
| SPY SPY | $345.515 | 0,23% | 462 | $43.973 | Naik ×4 | ||
| XLY XLY | $282.004 | 0,19% | 2.375 | ||||
| MTH Meritage Homes Corporation Common Stock | $261.651 | 0,17% | 3.191 | ||||
| AZO AutoZone, Inc. Common Stock | $242.424 | 0,16% | 75 | $-13.707 | |||
| SPDN | $216.618 | 0,14% | 25.014 | ||||
| JAAA | $208.292 | 0,14% | 4.125 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| LVLN | $5.681.386 | 141.698 | 3,74% |
| XLK | $5.019.215 | 26.921 | 3,30% |
| BIL | $3.202.687 | 35.040 | 2,11% |
| XLV | $2.814.232 | 17.682 | 1,85% |
| XLI | $2.181.226 | 11.846 | 1,43% |
| MTUM | $1.603.050 | 4.873 | 1,05% |
| Penerbit tidak dikenal (CUSIP: 25461A189) | $1.445.772 | 23.225 | 0,95% |
| ION | $1.282.092 | 22.588 | 0,84% |
| VIG | $1.234.200 | 5.211 | 0,81% |
| QUAL | $1.209.534 | 5.518 | 0,80% |
| XLE | $1.096.907 | 20.683 | 0,72% |
| RSPT | $933.248 | 14.615 | 0,61% |
| AVUV | $920.892 | 7.361 | 0,61% |
| IBTJ | $914.733 | 42.408 | 0,60% |
| XLP | $897.418 | 10.795 | 0,59% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +116K | +$11.3M |
| TFLO | Dipangkas | -190K | -$9.6M |
| USFR | Dipangkas | -187K | -$9.4M |
| VTI | Beli lebih banyak | +19K | +$7.7M |
| SMH | Beli lebih banyak | +1K | +$1.8M |
| GLL | Beli lebih banyak | +29K | +$1.6M |
| SJNK | Beli lebih banyak | +61K | +$1.5M |
| IEI | Dipangkas | -10K | -$1.2M |
| IEF | Dipangkas | -12K | -$1.2M |
| IBTL | Dipangkas | -57K | -$1.2M |
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 |
|---|---|---|---|---|
| VOO | 30 Juni 2025 | 35.515 | $18.251.556 | Tidak lagi dilacak |
| SPYM | 31 Des. 2025 | 165.096 | $12.933.629 | Tidak lagi dilacak |
| KOMP | 31 Maret 2026 | 143.653 | $11.548.244 | Tidak lagi dilacak |
| USFR | 31 Des. 2025 | 206.829 | $10.397.294 | Tidak lagi dilacak |
| TFLO | 31 Des. 2025 | 205.004 | $10.371.145 | Tidak lagi dilacak |
| JNK | 31 Maret 2026 | 396.498 | $10.039.324 | Tidak lagi dilacak |
| SJNK | 31 Des. 2025 | 383.449 | $9.816.284 | Tidak lagi dilacak |
| FLOT | 31 Des. 2025 | 190.557 | $9.734.606 | Tidak lagi dilacak |
| IUSB | 31 Maret 2026 | 184.615 | $9.319.368 | |
| ONEY | 31 Maret 2026 | 198.524 | $8.199.022 | Tidak lagi dilacak |
| SRLN | 31 Des. 2025 | 191.910 | $7.979.620 | Tidak lagi dilacak |
| SH | 30 Juni 2026 | 202.391 | $7.632.147 | Tidak lagi dilacak |
| AAAU | 31 Des. 2025 | 184.797 | $7.044.462 | Tidak lagi dilacak |
| SGVT | 30 Juni 2026 | 4.610.837 | $4.610.837 | Tidak lagi dilacak |
| VUG | 31 Maret 2025 | 8.477 | $3.479.140 | Tidak lagi dilacak |
| XLK | 31 Maret 2026 | 22.966 | $3.313.954 | Tidak lagi dilacak |
| SRLN | 30 Juni 2026 | 81.542 | $3.254.739 | Tidak lagi dilacak |
| IYW | 31 Des. 2025 | 14.493 | $2.838.670 | Tidak lagi dilacak |
| IGM | 31 Des. 2025 | 22.489 | $2.832.480 | Tidak lagi dilacak |
| XLK | 31 Maret 2025 | 11.648 | $2.708.393 | Tidak lagi dilacak |
| SPXU | 30 Juni 2026 | 46.895 | $2.614.162 | Tidak lagi dilacak |
| ROKT | 30 Juni 2026 | 28.176 | $2.576.127 | Tidak lagi dilacak |
| XLV | 31 Maret 2026 | 16.208 | $2.520.486 | Tidak lagi dilacak |
| XME | 31 Maret 2026 | 23.338 | $2.509.543 | Tidak lagi dilacak |
| SOXX | 31 Maret 2026 | 19.171 | $2.480.173 | 58,6% |
| IGV | 31 Maret 2026 | 12.397 | $2.477.969 | Tidak lagi dilacak |
| XLY | 31 Maret 2025 | 10.669 | $2.393.605 | Tidak lagi dilacak |
| DXJ | 31 Des. 2025 | 18.122 | $2.320.149 | Tidak lagi dilacak |
| BOTZ | 31 Maret 2026 | 25.544 | $2.120.407 | |
| IBMR | 30 Juni 2026 | 95.473 | $2.078.929 | Tidak lagi dilacak |
| IEI | 31 Maret 2025 | 17.787 | $2.055.238 | |
| VEU | 31 Des. 2025 | 28.220 | $2.014.044 | Tidak lagi dilacak |
| PFF | 31 Maret 2025 | 62.811 | $1.974.774 | |
| XLI | 31 Maret 2026 | 12.392 | $1.957.655 | Tidak lagi dilacak |
| SLV | 31 Des. 2025 | 45.618 | $1.932.835 | Tidak lagi dilacak |
| MTUM | 31 Maret 2026 | 7.636 | $1.929.873 | Tidak lagi dilacak |
| QUAL | 31 Maret 2026 | 9.361 | $1.864.550 | Tidak lagi dilacak |
| HYZD | 31 Maret 2026 | 12.702 | $1.841.636 | |
| BIL | 31 Maret 2026 | 19.555 | $1.787.689 | Tidak lagi dilacak |
| XLVI | 30 Juni 2026 | 11.966 | $1.767.502 | Tidak lagi dilacak |
| XLE | 31 Maret 2025 | 19.779 | $1.694.305 | Tidak lagi dilacak |
| FXI | 31 Maret 2026 | 39.788 | $1.584.344 | Tidak lagi dilacak |
| IWR | 31 Maret 2026 | 15.871 | $1.544.611 | Tidak lagi dilacak |
| XLEI | 30 Juni 2026 | 25.317 | $1.505.879 | Tidak lagi dilacak |
| XLP | 31 Maret 2026 | 19.270 | $1.497.087 | Tidak lagi dilacak |
| XLKI | 30 Juni 2026 | 10.877 | $1.468.413 | Tidak lagi dilacak |
| XLII | 30 Juni 2026 | 8.552 | $1.401.379 | Tidak lagi dilacak |
| IWR | 31 Maret 2025 | 15.663 | $1.384.609 | Tidak lagi dilacak |
| USDU | 30 Juni 2025 | 50.720 | $1.382.627 | Tidak lagi dilacak |
| IAU | 31 Des. 2025 | 18.759 | $1.365.120 | Tidak lagi dilacak |
| RSPT | 31 Maret 2025 | 34.078 | $1.275.199 | Tidak lagi dilacak |
| XLF | 31 Maret 2026 | 22.754 | $1.249.872 | Tidak lagi dilacak |
| SIL | 31 Des. 2025 | 16.929 | $1.212.624 | Tidak lagi dilacak |
| QQQ | 31 Maret 2026 | 1.866 | $1.144.148 | |
| SHY | 31 Maret 2025 | 13.554 | $1.111.137 | |
| VWO | 31 Maret 2026 | 11.428 | $1.049.070 | Tidak lagi dilacak |
| EFAV | 31 Des. 2025 | 12.090 | $1.025.608 | Tidak lagi dilacak |
| XLUI | 30 Juni 2026 | 21.619 | $1.003.458 | Tidak lagi dilacak |
| VPL | 31 Des. 2025 | 11.222 | $985.740 | Tidak lagi dilacak |
| VUG | 31 Maret 2026 | 2.002 | $973.141 | Tidak lagi dilacak |
| XLY | 31 Maret 2026 | 8.099 | $958.460 | Tidak lagi dilacak |
| XLC | 31 Maret 2026 | 7.532 | $880.465 | Tidak lagi dilacak |
| IWM | 31 Maret 2025 | 3.945 | $871.687 | Tidak lagi dilacak |
| XLE | 31 Maret 2026 | 18.370 | $838.598 | Tidak lagi dilacak |
| VEU | 31 Maret 2025 | 14.194 | $814.878 | Tidak lagi dilacak |
| XLCI | 30 Juni 2026 | 7.111 | $791.222 | Tidak lagi dilacak |
| XLU | 31 Maret 2026 | 17.835 | $770.127 | Tidak lagi dilacak |
| MTUM | 31 Maret 2025 | 3.385 | $700.424 | Tidak lagi dilacak |
| QUAL | 31 Maret 2025 | 3.713 | $661.211 | Tidak lagi dilacak |
| IVW | 30 Juni 2025 | 6.875 | $638.161 | Tidak lagi dilacak |
| NOBL | 30 Juni 2026 | 6.004 | $636.334 | Tidak lagi dilacak |
| RSP | 30 Juni 2025 | 3.567 | $617.988 | Tidak lagi dilacak |
| XLSI | 30 Juni 2026 | 7.074 | $577.868 | Tidak lagi dilacak |
| VIG | 30 Juni 2025 | 2.900 | $562.598 | Tidak lagi dilacak |
| IWB | 30 Juni 2025 | 1.830 | $561.298 | Tidak lagi dilacak |
| XLRE | 31 Maret 2025 | 11.754 | $478.035 | Tidak lagi dilacak |
| VTV | 31 Maret 2025 | 2.782 | $470.948 | Tidak lagi dilacak |
| SPHY | 31 Maret 2026 | 7.359 | $348.087 | Tidak lagi dilacak |
| XLB | 31 Maret 2025 | 4.115 | $346.203 | Tidak lagi dilacak |
| IWD | 31 Maret 2025 | 1.846 | $341.750 | Tidak lagi dilacak |
| IWM | 31 Maret 2026 | 1.323 | $329.139 | Tidak lagi dilacak |
| SPDN | 31 Des. 2025 | 30.161 | $289.843 | Tidak lagi dilacak |
| NUGT | 30 Juni 2026 | 6.089 | $289.532 | Tidak lagi dilacak |
| SPXS | 30 Juni 2026 | 22.705 | $224.550 | Tidak lagi dilacak |
| XLRI | 30 Juni 2026 | 5.194 | $214.553 | Tidak lagi dilacak |
| MTH | 31 Maret 2026 | 3.148 | $208.503 | 15,8% |