Platt Wealth Management LLC
CIK 2109497 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $124K
- Posisi
- 57
- Per tanggal
- 30 Juni 2026
#9.392 dari 9.443 berdasarkan nilai 13F · top 99.5%
Nilai portofolio QoQ: +21.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 61,87%
- Bobot 25 kepemilikan teratas
- 88,63%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 17,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,08% Perkiraan pembelian $11.280 · penjualan $2.356
- Posisi baru
- 8
- Meningkat
- 30
- Menurun
- 8
- Tertutup
- 1
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
13,0%
Consumer Staples
7,9%
Communication Services
5,1%
Financials
4,9%
Retail
4,8%
Industrials
2,9%
Healthcare
0,9%
Consumer Discretionary
0,5%
Financial Services
0,2%
Lainnya/Tidak terpetakan
59,9%
Portofolio lengkap 57 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGDV | $21.086 | 16,95% | 427.896 | $3.293 | Naik ×1 | ||
| MNST Monster Beverage Corporation - Common Stock | $9.307 | 7,48% | 96.834 | $2.291 | |||
| AVUV | $7.448 | 5,99% | 59.705 | $945 | Naik ×1 | ||
| DFIV | $6.578 | 5,29% | 121.778 | $1.885 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.096 | 4,90% | 17.058 | $1.229 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6.077 | 4,89% | 18.567 | $655 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $5.515 | 4,43% | 19.061 | $810 | Naik ×1 | ||
| CGHM | $5.496 | 4,42% | 212.617 | $553 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4.861 | 3,91% | 13.032 | $126 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.487 | 3,61% | 22.426 | $1.435 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3.701 | 2,98% | 15.531 | $578 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3.564 | 2,87% | 3.348 | $1.193 | Naik ×1 | ||
| TSPA | $3.281 | 2,64% | 69.042 | $512 | Naik ×1 | ||
| CGMU | $3.224 | 2,59% | 117.391 | $171 | Naik ×1 | ||
| VSDM | $2.815 | 2,26% | 36.742 | $759 | Naik ×2 | ||
| FENI | $2.606 | 2,10% | 64.944 | $256 | Naik ×2 | ||
| BRKB | $2.396 | 1,93% | 4.790 | $148 | Naik ×2 | ||
| CGGR | $1.945 | 1,56% | 41.221 | $575 | Naik ×2 | ||
| VTEC | $1.913 | 1,54% | 19.021 | $711 | Naik ×1 | ||
| LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc. | $1.579 | 1,27% | 74.662 | $84 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.543 | 1,24% | 1.650 | $-1.242 | Turun ×1 | ||
| VOO | $1.438 | 1,16% | 2.095 | $270 | Naik ×2 | ||
| SCHG | $1.121 | 0,90% | 33.128 | $206 | Naik ×2 | ||
| FNDX | $1.085 | 0,87% | 34.913 | $71 | Turun ×1 | ||
| CGGG | $1.069 | 0,86% | 37.346 | $632 | Naik ×2 | ||
| AVLV | $1.027 | 0,83% | 11.270 | Naik ×1 | |||
| MFSM MFS Active Intermediate Muni Bond ETF | $1.019 | 0,82% | 40.475 | $103 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $633 | 0,51% | 528 | $176 | Naik ×1 | ||
| DFAC | $561 | 0,45% | 12.665 | $69 | |||
| TFLR | $561 | 0,45% | 11.133 | $130 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $561 | 0,45% | 1.335 | $94 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 921938817) | $558 | 0,45% | 7.387 | Naik ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $548 | 0,44% | 2.970 | $183 | Naik ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $533 | 0,43% | 6.882 | $130 | Naik ×2 | ||
| VTV | $523 | 0,42% | 2.400 | $53 | |||
| PM Philip Morris International Inc Common Stock | $512 | 0,41% | 2.833 | $54 | Naik ×1 | ||
| CGUS | $484 | 0,39% | 10.884 | $-160 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $477 | 0,38% | 1.000 | $140 | |||
| HD Home Depot, Inc. (The) Common Stock | $474 | 0,38% | 1.344 | $-12 | Turun ×2 | ||
| VUG | $428 | 0,34% | 4.980 | $66 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $426 | 0,34% | 3.317 | $28 | |||
| SPY SPY | $422 | 0,34% | 566 | $90 | Naik ×1 | ||
| AVDE | $399 | 0,32% | 4.477 | $-631 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 921938825) | $395 | 0,32% | 5.220 | Naik ×1 | |||
| JPST | $383 | 0,31% | 7.592 | $-4 | Turun ×1 | ||
| ITA ITA | $351 | 0,28% | 1.450 | $34 | |||
| Penerbit tidak dikenal (CUSIP: 921938833) | $313 | 0,25% | 4.141 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $306 | 0,25% | 527 | Naik ×1 | |||
| DFAI | $296 | 0,24% | 7.187 | $13 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $276 | 0,22% | 375 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $272 | 0,22% | 771 | Naik ×1 | |||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $271 | 0,22% | 20.079 | $-4 | |||
| MUNY | $249 | 0,20% | 2.400 | $4 | |||
| FVD | $229 | 0,18% | 4.766 | $5 | |||
| WMT Walmart Inc. - Common Stock | $227 | 0,18% | 2.010 | $-22 | |||
| CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $220 | 0,18% | 2.968 | $8 | |||
| AVLC | $211 | 0,17% | 2.355 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AVLV | $1.027 | 11.270 | 0,83% |
| Penerbit tidak dikenal (CUSIP: 921938817) | $558 | 7.387 | 0,45% |
| Penerbit tidak dikenal (CUSIP: 921938825) | $395 | 5.220 | 0,32% |
| Penerbit tidak dikenal (CUSIP: 921938833) | $313 | 4.141 | 0,25% |
| AMD | $306 | 527 | 0,25% |
| QQQ | $276 | 375 | 0,22% |
| GOOG | $272 | 771 | 0,22% |
| AVLC | $211 | 2.355 | 0,17% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| CGDV | Beli lebih banyak | +10K | +$3K |
| MNST | Hanya pergerakan harga | +0 | +$2K |
| DFIV | Beli lebih banyak | +33K | +$2K |
| NVDA | Beli lebih banyak | +5K | +$1K |
| COST | Dipangkas | -1K | -$1K |
| GOOGL | Beli lebih banyak | +132 | +$1K |
| CAT | Beli lebih banyak | +1 | +$1K |
| AVUV | Beli lebih banyak | +837 | +$945 |
| AAPL | Beli lebih banyak | +519 | +$810 |
| VSDM | Beli lebih banyak | +10K | +$759 |
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 |
|---|---|---|---|---|
| SHEL | 30 Juni 2026 | 2.500 | $232 | 20,5% |