PLANWISER FINANCIAL, LLC
Nilai portofolio QoQ: +4.2% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 12,88% Perkiraan pembelian $26.118.517 · penjualan $18.163.338
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 83,3% masih dipegang
Rincian sektor
Portofolio lengkap 50 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AVUS | $16.148.326 | 11,22% | 126.080 | $1.011.258 | Turun ×1 | ||
| IVV | $14.245.947 | 9,90% | 19.023 | $573.150 | Turun ×2 | ||
| VMBS | $6.856.963 | 4,77% | 146.485 | $274.790 | Naik ×4 | ||
| VUG | $6.694.022 | 4,65% | 77.711 | $-1.008.855 | Naik ×3 | ||
| SPDW | $6.666.777 | 4,63% | 132.304 | $-1.002.842 | Turun ×2 | ||
| IGIB | $5.652.077 | 3,93% | 106.302 | $285.279 | Naik ×2 | ||
| ICVT | $4.991.949 | 3,47% | 41.005 | ||||
| VTV | $4.216.258 | 2,93% | 19.347 | $189.471 | Turun ×4 | ||
| DFAS | $3.923.666 | 2,73% | 47.652 | $3.273.506 | Naik ×1 | ||
| DFAI | $3.828.536 | 2,66% | 92.813 | $-3.008.190 | Turun ×2 | ||
| AVEM | $3.818.978 | 2,65% | 39.579 | $3.057.142 | Naik ×1 | ||
| SPEM | $3.791.798 | 2,64% | 73.229 | $1.215.898 | Naik ×1 | ||
| AVIG | $3.737.667 | 2,60% | 90.260 | $23.186 | Naik ×1 | ||
| SPHY | $3.699.207 | 2,57% | 157.816 | $3.381.415 | Naik ×2 | ||
| ISTB | $3.638.147 | 2,53% | 75.402 | $304.373 | Naik ×1 | ||
| SCHM | $3.359.447 | 2,33% | 91.116 | $299.128 | Turun ×2 | ||
| XLK | $3.257.130 | 2,26% | 17.096 | $219.417 | Turun ×2 | ||
| XLI | $3.231.893 | 2,25% | 17.448 | $277.497 | Naik ×1 | ||
| VB | $3.212.769 | 2,23% | 10.599 | $1.427.665 | Naik ×1 | ||
| VTEB | $3.138.287 | 2,18% | 62.046 | $93.637 | Naik ×4 | ||
| TMFC | $3.097.427 | 2,15% | 40.670 | $-3.230.037 | Turun ×1 | ||
| SPTI | $3.074.694 | 2,14% | 108.302 | $-4.245.144 | Turun ×1 | ||
| HGER | $3.057.199 | 2,12% | 104.199 | $-115.377 | Naik ×1 | ||
| XLC | $2.785.487 | 1,94% | 26.001 | $-178.557 | Naik ×1 | ||
| XLE | $2.743.928 | 1,91% | 51.665 | $178.578 | Naik ×1 | ||
| BUFF | $2.021.911 | 1,41% | 38.381 | $72.340 | Naik ×2 | ||
| AVLV | $1.948.975 | 1,35% | 21.368 | $132.469 | Turun ×2 | ||
| EWJ | $1.659.740 | 1,15% | 17.795 | $86.497 | Naik ×1 | ||
| EWI | $1.614.172 | 1,12% | 27.248 | $43.449 | Naik ×1 | ||
| EWC | $1.523.540 | 1,06% | 26.432 | $20.188 | Naik ×1 | ||
| EWU | $1.458.485 | 1,01% | 31.610 | $1.637 | Naik ×1 | ||
| BFRZ | $1.415.507 | 0,98% | 52.368 | $90.443 | Naik ×2 | ||
| FDHY | $1.135.290 | 0,79% | 23.155 | ||||
| DFSD | $1.131.675 | 0,79% | 23.700 | $59.736 | Naik ×1 | ||
| JMBS | $1.040.979 | 0,72% | 23.138 | $42.029 | Naik ×2 | ||
| HYMB | $867.072 | 0,60% | 34.083 | $23.782 | Naik ×4 | ||
| IWB | $804.258 | 0,56% | 1.964 | $-5.697 | Turun ×2 | ||
| FLQM | $671.756 | 0,47% | 11.605 | $11.001 | Turun ×1 | ||
| AGG | $566.265 | 0,39% | 5.721 | $-162.524 | Turun ×2 | ||
| IWF | $413.734 | 0,29% | 3.332 | $5.313 | Naik ×1 | ||
| BUFD | $407.253 | 0,28% | 13.703 | $9.914 | Turun ×3 | ||
| IWR | $313.971 | 0,22% | 2.846 | $22.939 | |||
| IWD | $295.037 | 0,21% | 1.217 | $22.405 | |||
| PSTP | $270.259 | 0,19% | 7.347 | $7.206 | Turun ×3 | ||
| IEFA | $268.686 | 0,19% | 2.782 | $-104.112 | Turun ×2 | ||
| VOO | $263.514 | 0,18% | 384 | $16.638 | |||
| LLY | $249.481 | 0,17% | 208 | ||||
| QQQ | $243.748 | 0,17% | 331 | $-27.784 | Turun ×1 | ||
| ILTB | $238.325 | 0,17% | 4.839 | $-63.937 | Turun ×2 | ||
| STX | $208.440 | 0,14% | 216 | 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.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPTI | Dipangkas | -147K | -$4.2M |
| TMFC | Dipangkas | -47K | -$3.2M |
| DFAI | Dipangkas | -73K | -$3.0M |
| VB | Beli lebih banyak | +4K | +$1.4M |
| SPEM | Beli lebih banyak | +22K | +$1.2M |
| AVUS | Dipangkas | -1K | +$1.0M |
| VUG | Beli lebih banyak | +62K | -$1.0M |
| SPDW | Dipangkas | -25K | -$1.0M |
| IVV | Dipangkas | -421 | +$573K |
| ISTB | Beli lebih banyak | +7K | +$304K |
3 positions hidden — reported move looks larger than the position itself (data completeness check)
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 |
|---|---|---|---|---|
| VWOB | 30 Juni 2026 | 65.700 | $4.418.982 | |
| XLF | 31 Maret 2026 | 64.921 | $3.470.677 | 8,3% |
| BKLN | 31 Des. 2025 | 141.534 | $2.958.053 | |
| ICVT | 31 Maret 2026 | 26.345 | $2.728.011 | |
| ISTB | 30 Juni 2025 | 56.248 | $2.716.230 | |
| IAGG | 30 Juni 2025 | 49.830 | $2.530.367 | |
| XLY | 31 Des. 2025 | 10.405 | $2.519.883 | Tidak lagi dilacak |
| XLU | 30 Juni 2025 | 26.650 | $2.151.988 | Tidak lagi dilacak |
| EWG | 31 Maret 2026 | 42.417 | $1.816.296 | |
| EWI | 30 Sep. 2025 | 31.112 | $1.517.643 | |
| EWJ | 31 Des. 2025 | 15.483 | $1.294.998 | |
| EWQ | 31 Des. 2025 | 26.615 | $1.172.923 | |
| EWJ | 30 Juni 2025 | 14.718 | $1.059.402 | |
| DFSD | 30 Juni 2025 | 21.395 | $1.019.472 | |
| JMBS | 30 Juni 2025 | 22.611 | $1.011.616 | |
| FDHY | 31 Des. 2025 | 20.560 | $1.006.412 | |
| FTSL | 31 Des. 2025 | 20.582 | $943.067 | |
| DFGX | 30 Juni 2025 | 16.580 | $876.916 | |
| LLY | 31 Maret 2026 | 196 | $211.390 | 24,3% |
| BKLN | 30 Juni 2025 | 10.006 | $208.231 |