PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

CIK 1036215 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$128.7M
#7.852 dari 9.443 berdasarkan nilai 13F · top 83.2%
Posisi
41
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +14.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
84,07%
Bobot 25 kepemilikan teratas
96,46%
Posisi di atas 1%
14
Jumlah posisi efektif
11,8

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,92% Perkiraan pembelian $5.518.962 · penjualan $1.106.158

Posisi baru
3
Meningkat
24
Menurun
9
Tertutup
0
Di halaman ini

Rincian sektor

Technology
4,6%
Retail
0,4%
Healthcare
0,3%
Financials
0,2%
Industrials
0,2%
Lainnya/Tidak terpetakan
94,4%

Portofolio lengkap 41 posisi

Tipe Rentetan Tren 8 kuartal
DFAT $16.606.229 12,90% 237.571 $1.865.946 Naik ×2
DFUS $16.490.740 12,81% 201.254 $2.388.907 Naik ×2
DFUV $15.865.379 12,33% 288.409 $1.698.776 Turun ×2
DFIC $12.701.383 9,87% 340.885 $1.311.189 Naik ×2
DFAS $11.617.776 9,03% 141.095 $1.758.786 Naik ×2
DFAC $11.140.439 8,66% 251.137 $1.841.202 Naik ×2
DFSD $8.758.589 6,81% 183.426 $532.846 Naik ×2
DFEM $5.672.674 4,41% 139.584 $1.003.476 Naik ×2
DFAR $4.835.414 3,76% 184.840 $911.185 Naik ×2
DFLV $4.503.630 3,50% 113.901 $995.417 Naik ×2
DFCF $3.373.224 2,62% 79.915 $602.972 Naik ×2
AVGO Broadcom Inc. - Common Stock $1.881.195 1,46% 4.980 $-204.593 Turun ×2
AAPL Apple Inc. - Common Stock $1.769.436 1,37% 6.115 $225.631 Naik ×1
DFAX $1.397.783 1,09% 37.942 $114.956 Naik ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $1.133.566 0,88% 9.716 $-335.378 Turun ×2
DFAI $923.835 0,72% 22.396 $74.078 Naik ×2
DFSU $876.756 0,68% 18.802 $253.935 Naik ×1
DFSI $808.444 0,63% 17.926 $91.821 Naik ×2
DFSB $754.885 0,59% 14.486 $15.480 Naik ×2
NVDA NVIDIA Corporation - Common Stock $716.122 0,56% 3.579 $103.455 Naik ×1
DFIS $651.127 0,51% 18.588 $50.579 Naik ×2
AVSU $439.650 0,34% 4.967 $82.439 Naik ×2
AVEM $419.470 0,33% 4.347 $56.285 Turun ×2
DFSE $405.457 0,32% 8.295 $79.270 Naik ×2
QQQ Invesco QQQ Trust, Series 1 $391.837 0,30% 532 $84.721
MSFT Microsoft Corporation - Common Stock $382.497 0,30% 1.025 $-65.559 Turun ×2
DFIV $378.950 0,29% 7.015 $8.698
BMY Bristol-Myers Squibb Company Common Stock $359.722 0,28% 6.243 $-19.947 Turun ×1
DFSV $344.268 0,27% 8.875 $37.501 Naik ×2
SCHK $334.897 0,26% 9.287 $43.929
DFAU $317.325 0,25% 6.139 $40.333
VUG $313.205 0,24% 3.636 $48.510 Naik ×1
LOW Lowe's Companies, Inc. Common Stock $306.922 0,24% 1.392 $-22.925 Turun ×2
AVSD $256.731 0,20% 3.214 $20.200 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $237.642 0,18% 726 $24.082
AMZN Amazon.com, Inc. - Common Stock $234.527 0,18% 984 Naik ×1
DFGR $229.490 0,18% 7.922 $18.943 Naik ×1
CVSB $224.335 0,17% 4.430 Naik ×1
DFAE $220.371 0,17% 5.481 $20.275 Turun ×1
LMT Lockheed Martin Corporation Common Stock $208.345 0,16% 409 $-138.546 Turun ×1
AVUV $204.552 0,16% 1.640 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
AMZN $234.527 984 0,18%
CVSB $224.335 4.430 0,17%
AVUV $204.552 1.640 0,16%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
DFUS Beli lebih banyak +2K +$2.4M
DFAT Beli lebih banyak +2K +$1.9M
DFAC Beli lebih banyak +12K +$1.8M
DFAS Beli lebih banyak +2K +$1.8M
DFUV Dipangkas -4K +$1.7M
DFIC Beli lebih banyak +20K +$1.3M
DFEM Beli lebih banyak +4K +$1.0M
DFLV Beli lebih banyak +16K +$995K
DFAR Beli lebih banyak +19K +$911K
DFCF Beli lebih banyak +14K +$603K