Resolute Wealth Strategies, LLC
CIK 1973981 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $258.1M
- Posisi
- 132
- Per tanggal
- 30 Juni 2026
#5.627 dari 9.443 berdasarkan nilai 13F · top 59.6%
Nilai portofolio QoQ: +11.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 52,75%
- Bobot 25 kepemilikan teratas
- 76,50%
- Posisi di atas 1%
- 23
- Jumlah posisi efektif
- 23,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,17% Perkiraan pembelian $17.295.086 · penjualan $15.115.293
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,6% masih dipegang
- Posisi baru
- 27
- Meningkat
- 72
- Menurun
- 28
- Tertutup
- 9
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
Technology
25,4%
Industrials
6,5%
Communication Services
6,2%
Retail
5,8%
Healthcare
4,0%
Financials
3,9%
Financial Services
2,7%
Energy
1,3%
Telecommunication
1,1%
Consumer Discretionary
0,5%
Utilities
0,3%
Materials
0,3%
Consumer Staples
0,2%
Consumer products
0,2%
Communications
0,2%
Lainnya/Tidak terpetakan
41,4%
Portofolio lengkap 132 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $36.797.023 | 14,26% | 127.167 | $4.074.485 | Turun ×1 | ||
| JGRO | $16.413.587 | 6,36% | 166.483 | $2.823.680 | Naik ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $13.069.319 | 5,06% | 12.273 | $4.021.067 | Turun ×5 | ||
| FBND | $11.869.375 | 4,60% | 260.923 | $393.934 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11.061.688 | 4,29% | 46.411 | $1.657.177 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11.026.913 | 4,27% | 55.110 | $1.527.982 | Naik ×5 | ||
| MINT | $10.818.609 | 4,19% | 107.317 | $1.561.821 | Naik ×2 | ||
| JAVA | $9.256.040 | 3,59% | 116.560 | $1.212.400 | Naik ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8.474.509 | 3,28% | 23.985 | $1.759.272 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $7.379.682 | 2,86% | 19.784 | $-208.043 | Turun ×1 | ||
| IVW | $6.274.681 | 2,43% | 45.624 | $1.200.841 | Naik ×1 | ||
| GLD | $6.160.419 | 2,39% | 16.723 | $-855.029 | Naik ×1 | ||
| BRKB | $5.670.503 | 2,20% | 11.332 | $344.115 | Naik ×1 | ||
| IVE | $5.397.257 | 2,09% | 23.770 | $579.880 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.948.353 | 1,92% | 15.117 | $650.692 | Naik ×4 | ||
| SPY SPY | $4.888.029 | 1,89% | 6.546 | $245.467 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.240.839 | 1,64% | 11.867 | $840.523 | Naik ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3.768.511 | 1,46% | 33.005 | $65.195 | Naik ×2 | ||
| AMGN Amgen Inc. - Common Stock | $3.413.542 | 1,32% | 9.427 | $-33.281 | Turun ×1 | ||
| BX Blackstone Inc. Common Stock | $3.247.694 | 1,26% | 27.600 | $113.436 | Naik ×3 | ||
| RNST Renasant Corporation Common Stock | $3.080.423 | 1,19% | 72.412 | $473.727 | Naik ×2 | ||
| T AT&T Inc. | $2.761.719 | 1,07% | 133.416 | $-1.105.237 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $2.716.381 | 1,05% | 19.868 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2.384.819 | 0,92% | 1.988 | $879.756 | Naik ×6 | ||
| RDVI | $2.335.872 | 0,90% | 79.451 | $518.683 | Naik ×2 | ||
| VOO | $2.304.952 | 0,89% | 3.356 | $305.157 | Naik ×5 | ||
| WMT Walmart Inc. - Common Stock | $2.216.144 | 0,86% | 19.567 | $-278.791 | Turun ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $1.949.824 | 0,76% | 11.233 | $487.525 | Naik ×1 | ||
| SOXX SOXX | $1.948.262 | 0,75% | 3.041 | $949.507 | Naik ×1 | ||
| KNG | $1.701.691 | 0,66% | 33.697 | $223.136 | Naik ×2 | ||
| FDN | $1.659.530 | 0,64% | 6.269 | $184.205 | Turun ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.447.047 | 0,56% | 2.491 | $906.127 | Turun ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1.316.571 | 0,51% | 10.301 | $184.685 | Turun ×1 | ||
| V Visa Inc. | $1.298.827 | 0,50% | 3.786 | $220.508 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.186.234 | 0,46% | 1.611 | $314.198 | Naik ×3 | ||
| AXP American Express Company Common Stock | $1.179.855 | 0,46% | 3.488 | $104.269 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.172.249 | 0,45% | 4.658 | $79.451 | Turun ×1 | ||
| ITA ITA | $1.139.411 | 0,44% | 4.700 | $-1.293.145 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.080.714 | 0,42% | 9.263 | $-374.772 | Turun ×2 | ||
| XLB XLB | $989.673 | 0,38% | 19.470 | $214.851 | Naik ×1 | ||
| MUR Murphy Oil Corporation Common Stock | $989.645 | 0,38% | 30.394 | $-253.245 | Naik ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $920.394 | 0,36% | 2.437 | $320.752 | Naik ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $917.819 | 0,36% | 7.143 | $66.898 | Naik ×3 | ||
| SLV | $832.795 | 0,32% | 15.575 | $-229.167 | Turun ×3 | ||
| JEPI | $756.537 | 0,29% | 13.395 | $-47.753 | Turun ×1 | ||
| IVV | $739.070 | 0,29% | 987 | $94.890 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $731.535 | 0,28% | 2.880 | $52.535 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $693.108 | 0,27% | 1.648 | $134.032 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $689.112 | 0,27% | 1.658 | $139.257 | Turun ×3 | ||
| MUSA Murphy USA Inc. Common Stock | $666.976 | 0,26% | 1.238 | $56.316 | Naik ×6 | ||
| XLK XLK | $663.205 | 0,26% | 3.481 | $194.299 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $660.264 | 0,26% | 1.172 | $35.095 | Naik ×4 | ||
| VONV Vanguard Russell 1000 Value ETF | $650.265 | 0,25% | 6.117 | $78.561 | Naik ×6 | ||
| UNP Union Pacific Corporation Common Stock | $647.738 | 0,25% | 2.381 | $-24.570 | Turun ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $626.132 | 0,24% | 7.704 | $40.252 | |||
| IBM International Business Machines Corporation Common Stock | $600.174 | 0,23% | 2.134 | $113.455 | Naik ×3 | ||
| BAC Bank of America Corporation Common Stock | $587.712 | 0,23% | 10.314 | $122.231 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $587.679 | 0,23% | 500 | $250.665 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $582.075 | 0,23% | 256 | Naik ×1 | |||
| WDC Western Digital Corporation - Common Stock | $576.125 | 0,22% | 902 | $347.020 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $564.376 | 0,22% | 1.600 | $68.880 | Naik ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $555.414 | 0,22% | 2.519 | $-39.775 | |||
| PG Procter & Gamble Company (The) Common Stock | $554.187 | 0,21% | 3.779 | $60.428 | Naik ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $546.622 | 0,21% | 2.138 | $27.984 | Naik ×1 | ||
| VUG | $539.099 | 0,21% | 6.258 | $120.279 | Naik ×4 | ||
| RTX RTX Corporation Common Stock | $523.542 | 0,20% | 2.759 | $-13.104 | Turun ×1 | ||
| VB | $521.973 | 0,20% | 1.722 | $70.947 | |||
| JBND JPMorgan Active Bond ETF | $520.181 | 0,20% | 9.723 | $-2.625 | |||
| LDOS Leidos Holdings, Inc. Common Stock | $499.526 | 0,19% | 4.851 | $-325.333 | Turun ×1 | ||
| IYW | $492.297 | 0,19% | 1.952 | $138.195 | |||
| HCA HCA Healthcare, Inc. Common Stock | $489.733 | 0,19% | 1.256 | $-49.788 | Naik ×1 | ||
| AGIX KraneShares Artificial Intelligence & Technology ETF | $468.853 | 0,18% | 9.999 | $147.740 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $459.443 | 0,18% | 2.689 | Naik ×1 | |||
| VHT | $450.805 | 0,17% | 1.508 | $41.297 | Naik ×1 | ||
| SMH SMH | $445.154 | 0,17% | 679 | $223.280 | Naik ×1 | ||
| SO Southern Company (The) Common Stock | $429.627 | 0,17% | 4.489 | $-33.394 | Turun ×1 | ||
| TRMK Trustmark Corporation - Common Stock | $421.676 | 0,16% | 9.165 | $37.129 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $421.316 | 0,16% | 365 | Naik ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $417.817 | 0,16% | 1.213 | $11.896 | Turun ×1 | ||
| WM Waste Management, Inc. Common Stock | $411.213 | 0,16% | 1.845 | $-10.926 | Naik ×2 | ||
| SDY | $388.084 | 0,15% | 2.550 | $17.005 | Naik ×2 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $381.172 | 0,15% | 3.417 | ||||
| C Citigroup, Inc. Common Stock | $380.212 | 0,15% | 2.717 | $84.793 | Naik ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $377.854 | 0,15% | 4.305 | $60.119 | Naik ×2 | ||
| BKR Baker Hughes Company - Common Stock | $373.667 | 0,14% | 6.733 | $-29.061 | Naik ×3 | ||
| CLOZ | $360.924 | 0,14% | 13.661 | Naik ×1 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $359.084 | 0,14% | 13.469 | $-5.502 | Naik ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $356.179 | 0,14% | 9.689 | $97.014 | Naik ×2 | ||
| CSX CSX Corporation - Common Stock | $353.339 | 0,14% | 7.434 | $48.554 | Naik ×4 | ||
| JPIE | $352.936 | 0,14% | 7.664 | $-10.037 | Turun ×5 | ||
| INTC Intel Corporation - Common Stock | $351.868 | 0,14% | 2.520 | Naik ×1 | |||
| XLY XLY | $349.220 | 0,14% | 2.978 | $25.310 | Naik ×6 | ||
| SIXG Defiance Connective Technologies ETF | $345.710 | 0,13% | 3.638 | $91.035 | Turun ×3 | ||
| VTV | $328.280 | 0,13% | 1.506 | $33.585 | Naik ×2 | ||
| IAI | $325.054 | 0,13% | 1.854 | $21.431 | Naik ×2 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $321.880 | 0,12% | 2.075 | $-132.137 | Turun ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $321.698 | 0,12% | 3.208 | $108.254 | Naik ×4 | ||
| XLE XLE | $319.598 | 0,12% | 6.018 | $-96.133 | Turun ×3 | ||
| MCO Moody's Corporation Common Stock | $318.856 | 0,12% | 704 | $47.072 | Naik ×2 | ||
| VGT | $315.341 | 0,12% | 2.638 | $85.409 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| JGRO | $16.413.587 | 6,36% | naik ×5 |
| NVDA | $11.026.913 | 4,27% | naik ×5 |
| JAVA | $9.256.040 | 3,59% | naik ×3 |
| GOOG | $8.474.509 | 3,28% | naik ×3 |
| JPM | $4.948.353 | 1,92% | naik ×4 |
| GOOGL | $4.240.839 | 1,64% | naik ×3 |
| BX | $3.247.694 | 1,26% | naik ×3 |
| LLY | $2.384.819 | 0,92% | naik ×6 |
| VOO | $2.304.952 | 0,89% | naik ×5 |
| QQQ | $1.186.234 | 0,46% | naik ×3 |
| MUR | $989.645 | 0,38% | naik ×6 |
| AVGO | $920.394 | 0,36% | naik ×5 |
| MRK | $917.819 | 0,36% | naik ×3 |
| MUSA | $666.976 | 0,26% | naik ×6 |
| META | $660.264 | 0,26% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $2.716.381 | 19.868 | 1,05% |
| SNDK | $582.075 | 256 | 0,23% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $459.443 | 2.689 | 0,18% |
| MU | $421.316 | 365 | 0,16% |
| JTEK | $381.172 | 3.417 | 0,15% |
| CLOZ | $360.924 | 13.661 | 0,14% |
| INTC | $351.868 | 2.520 | 0,14% |
| VRT | $307.776 | 919 | 0,12% |
| APP | $269.981 | 524 | 0,10% |
| AIQ | $265.877 | 4.052 | 0,10% |
| TXN | $247.865 | 832 | 0,10% |
| KKR | $234.502 | 2.555 | 0,09% |
| IJH | $227.370 | 2.949 | 0,09% |
| FBT | $220.323 | 889 | 0,09% |
| SPYG | $218.218 | 1.834 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Dipangkas | -2K | +$4.1M |
| CAT | Dipangkas | -499 | +$4.0M |
| JGRO | Beli lebih banyak | +6K | +$2.8M |
| GOOG | Beli lebih banyak | +576 | +$1.8M |
| AMZN | Beli lebih banyak | +1K | +$1.7M |
| MINT | Beli lebih banyak | +15K | +$1.6M |
| NVDA | Beli lebih banyak | +644 | +$1.5M |
| ITA | Dipangkas | -6K | -$1.3M |
| JAVA | Beli lebih banyak | +4K | +$1.2M |
| IVW | Beli lebih banyak | +766 | +$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 |
|---|---|---|---|---|
| XLI | 30 Juni 2026 | 31.330 | $5.067.007 | Tidak lagi dilacak |
| GEV | 31 Maret 2025 | 12.214 | $4.017.551 | 217,8% |
| TSM | 31 Maret 2025 | 20.180 | $3.985.369 | 153,1% |
| XOM | 30 Juni 2026 | 19.364 | $3.285.281 | 21,7% |
| JTEK | 31 Maret 2026 | 34.133 | $3.074.451 | |
| DVY | 31 Maret 2025 | 6.124 | $804.009 | |
| XLF | 31 Maret 2026 | 12.316 | $674.570 | Tidak lagi dilacak |
| XLU | 30 Sep. 2025 | 7.774 | $634.825 | Tidak lagi dilacak |
| GFI | 30 Juni 2026 | 13.501 | $612.927 | 43,5% |
| FANG | 30 Juni 2025 | 3.770 | $602.697 | 54,0% |
| XLP | 30 Sep. 2025 | 6.946 | $562.419 | Tidak lagi dilacak |
| WDAY | 31 Des. 2025 | 1.889 | $454.739 | -9,0% |
| DNP | 30 Juni 2026 | 41.967 | $432.260 | 1,7% |
| EMMF | 30 Sep. 2025 | 14.924 | $430.833 | Tidak lagi dilacak |
| CVX | 31 Maret 2025 | 2.930 | $424.317 | 23,5% |
| EGP | 30 Juni 2026 | 2.014 | $372.703 | 0,5% |
| SFBS | 31 Des. 2025 | 4.265 | $343.467 | -39,4% |
| BXSL | 30 Juni 2026 | 13.582 | $321.758 | 4,4% |
| HAL | 30 Juni 2025 | 11.104 | $281.701 | 74,3% |
| ISRG | 31 Maret 2026 | 461 | $261.092 | -19,0% |
| EHC | 31 Des. 2025 | 2.030 | $257.851 | 14,0% |
| PFG | 31 Des. 2025 | 3.073 | $254.783 | 27,1% |
| FBT | 30 Juni 2025 | 1.327 | $225.790 | Tidak lagi dilacak |
| CMG | 31 Maret 2026 | 6.044 | $223.628 | 12,1% |
| PFE | 30 Juni 2026 | 7.806 | $219.204 | 16,5% |
| CSX | 31 Maret 2025 | 6.405 | $206.683 | 74,9% |
| AIQ | 31 Maret 2026 | 4.052 | $206.104 | |
| LMT | 30 Juni 2026 | 336 | $203.033 | 11,6% |
| AZN | 30 Juni 2026 | 1.024 | $202.033 | -12,7% |
| DG | 31 Maret 2026 | 1.511 | $200.679 | 2,6% |
| XLV | 31 Maret 2026 | 1.296 | $200.571 | Tidak lagi dilacak |
| VOOG | 31 Maret 2025 | 548 | $200.480 | Tidak lagi dilacak |
| SBSW | 31 Maret 2026 | 11.200 | $159.600 | 3,3% |
| BTG | 31 Maret 2026 | 22.676 | $102.269 | Tidak lagi dilacak |
| SBSW | 30 Juni 2025 | 11.200 | $51.296 | 76,2% |