Seek First Inc.

CIK 2060504 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +11.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas67,40%

Bobot 25 kepemilikan teratas86,86%

Posisi di atas 1%22

Jumlah posisi efektif13,2

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

Perputaran Q2 2026: 5,0% Perkiraan pembelian $7.514.442 · penjualan $11.420.302

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 94,4% masih dipegang

Posisi baru9

Meningkat24

Menurun31

Tertutup4

Nilai Portofolio $158.4M #7.277 dari 9.337 berdasarkan nilai 13F · top 77.9%

Posisi 67

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 22,7%

Communication Services 2,9%

Consumer Discretionary 2,3%

Retail 1,5%

Financials 1,0%

Healthcare 0,7%

Energy 0,4%

Consumer Staples 0,1%

Lainnya/Tidak terpetakan 68,5%

Portofolio lengkap 67 posisi

					Rentetan
SCHG SCHWAB STRATEGIC TRUST	$24.640.655	15,56%	728.152	$3.314.799	Turun ×1
AAPL Apple Inc. - Common Stock	$24.160.311	15,25%	83.496	$-4.400.898	Turun ×2
SCHV SCHWAB STRATEGIC TRUST	$20.536.047	12,97%	589.947	$2.840.829	Naik ×5
SCHD SCHWAB STRATEGIC TRUST	$6.566.371	4,15%	207.076	$411.052	Naik ×2
SCHF SCHWAB STRATEGIC TRUST	$6.388.482	4,03%	230.631	$504.188	Turun ×1
VBR VANGUARD INDEX FUNDS	$5.982.306	3,78%	24.620	$750.904	Naik ×5
VBK VANGUARD INDEX FUNDS	$5.881.930	3,71%	16.084	$1.054.118	Naik ×5
SCHE SCHWAB STRATEGIC TRUST	$4.371.470	2,76%	120.559	$484.026	Naik ×5
SCHI SCHWAB STRATEGIC TRUST	$4.236.082	2,67%	187.106	$-171.364	Turun ×1
LRCX Lam Research Corporation - Common Stock	$3.996.011	2,52%	9.222	$2.027.655	Naik ×2
TSLA Tesla, Inc. - Common Stock	$3.616.739	2,28%	8.599	$354.261	Turun ×3
CMF iShares Trust	$2.897.563	1,83%	50.270		Naik ×1
VMBS Vanguard Mortgage-Backed Securities ETF	$2.855.855	1,80%	61.010	$3.485	Naik ×5
AMAT Applied Materials, Inc. - Common Stock	$2.333.121	1,47%	3.227	$1.230.165
AMZN Amazon.com, Inc. - Common Stock	$2.063.548	1,30%	8.658	$237.228	Turun ×1
SCHM SCHWAB STRATEGIC TRUST	$1.948.717	1,23%	52.854	$271.958	Turun ×1
VTV VANGUARD INDEX FUNDS	$1.900.428	1,20%	8.720	$-6.496	Turun ×3
SPY SPY	$1.898.766	1,20%	2.543	$-10.134	Turun ×1
SCHA SCHWAB STRATEGIC TRUST	$1.823.195	1,15%	50.462	$293.691	Turun ×1
NVMI Nova Ltd. - Ordinary Shares	$1.795.503	1,13%	3.307	$183.021	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$1.777.792	1,12%	5.032	$228.889	Turun ×1
CSCO Cisco Systems, Inc. - Common Stock	$1.700.709	1,07%	14.479	$541.100	Turun ×2
VYM VANGUARD WHITEHALL FUNDS	$1.490.947	0,94%	9.435	$-231.851	Turun ×3
SCHY SCHWAB STRATEGIC TRUST	$1.402.084	0,89%	44.188	$-53.633	Turun ×1
NVDA NVIDIA Corporation - Common Stock	$1.315.705	0,83%	6.576	$164.309	Turun ×3
SCHO SCHWAB STRATEGIC TRUST	$1.265.222	0,80%	52.412	$-68.933	Turun ×2
VO VANGUARD INDEX FUNDS	$1.155.032	0,73%	14.336	$87.543	Naik ×5
SCHQ SCHWAB STRATEGIC TRUST	$1.090.212	0,69%	34.831	$-79.201	Turun ×1
QQQ Invesco QQQ Trust, Series 1	$1.028.065	0,65%	1.396	$234.980	Naik ×5
V Visa Inc.	$964.414	0,61%	2.811	$103.399	Turun ×1
SCHJ SCHWAB STRATEGIC TRUST	$841.134	0,53%	34.109	$7.095	Naik ×5
VB VANGUARD INDEX FUNDS	$812.188	0,51%	2.679	$112.452	Naik ×1
LITE Lumentum Holdings Inc. - Common Stock	$772.254	0,49%	900	$139.770
DES WisdomTree Trust	$699.472	0,44%	17.194	$81.446	Turun ×1
EPS WisdomTree Trust	$684.614	0,43%	8.801	$86.937	Naik ×1
SNDK Sandisk Corporation - Common Stock	$636.644	0,40%	280	$430.794	Turun ×1
GILD Gilead Sciences, Inc. - Common Stock	$613.934	0,39%	4.859	$117.778	Naik ×1
WDC Western Digital Corporation - Common Stock	$558.142	0,35%	874	$294.241	Turun ×1
VTI VANGUARD INDEX FUNDS	$516.649	0,33%	1.396	$69.015	Naik ×4
SCHZ SCHWAB STRATEGIC TRUST	$504.841	0,32%	21.826	$-35.089	Turun ×2
DJD Invesco Exchange-Traded Fund Trust	$503.601	0,32%	7.947		Naik ×1
MSFT Microsoft Corporation - Common Stock	$497.346	0,31%	1.333	$7.784	Naik ×2
ISRG Intuitive Surgical, Inc. - Common Stock	$460.513	0,29%	1.158	$-195.937	Turun ×1
VIG VANGUARD SPECIALIZED FUNDS	$439.118	0,28%	1.856	$-82.032	Turun ×2
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$404.210	0,26%	20.607	$-53.972	Turun ×1
CVX Chevron Corporation Common Stock	$398.572	0,25%	2.405	$28.780	Naik ×3
PSI Invesco Exchange-Traded Fund Trust	$395.228	0,25%	2.104		Naik ×1
DDWM WisdomTree Trust	$377.258	0,24%	8.169	$22.021	Naik ×1
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$360.635	0,23%	18.470	$-44.817	Turun ×2
AMD Advanced Micro Devices, Inc. - Common Stock	$342.156	0,22%	589
VUG VANGUARD INDEX FUNDS	$333.272	0,21%	3.869	$44.197	Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock	$325.224	0,21%	910	$63.685
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest,	$323.641	0,20%	22.259	$16.769	Naik ×5
NTAP NetApp, Inc. - Common Stock	$321.758	0,20%	2.079	$75.995	Turun ×1
COST Costco Wholesale Corporation - Common Stock	$316.393	0,20%	338	$-33.324	Turun ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$307.239	0,19%	614	$-172.919	Turun ×1
DON WisdomTree Trust	$283.161	0,18%	5.010	$21.540	Naik ×1
HYS PIMCO ETF Trust	$257.650	0,16%	2.755	$5.209	Naik ×5
VEA VANGUARD TAX-MANAGED FUNDS	$256.044	0,16%	3.594	$26.960	Naik ×3
QLD ProShares Ultra QQQ	$237.160	0,15%	2.451
FITB Fifth Third Bancorp - Common Stock	$234.668	0,15%	4.163		Naik ×1
IQLT iShares Trust	$231.416	0,15%	4.670	$18.722	Naik ×1
XOM Exxon Mobil Corporation Common Stock	$228.468	0,14%	1.671	$-53.124	Naik ×1
MO Altria Group, Inc.	$213.835	0,14%	2.972		Naik ×1
RSPR Invesco Exchange-Traded Fund Trust	$213.543	0,13%	5.840
SCHR SCHWAB STRATEGIC TRUST	$206.600	0,13%	8.378	$-31.760	Turun ×2
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$200.698	0,13%	3.381		Naik ×1
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
SCHV	$20.536.047	12,97%	naik ×5
VBR	$5.982.306	3,78%	naik ×5
VBK	$5.881.930	3,71%	naik ×5
SCHE	$4.371.470	2,76%	naik ×5
VMBS	$2.855.855	1,80%	naik ×5
VO	$1.155.032	0,73%	naik ×5
QQQ	$1.028.065	0,65%	naik ×5
SCHJ	$841.134	0,53%	naik ×5
VTI	$516.649	0,33%	naik ×4
CVX	$398.572	0,25%	naik ×3
ETY	$323.641	0,20%	naik ×5
HYS	$257.650	0,16%	naik ×5
VEA	$256.044	0,16%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
CMF	$2.897.563	50.270	1,83%
DJD	$503.601	7.947	0,32%
PSI	$395.228	2.104	0,25%
AMD	$342.156	589	0,22%
QLD	$237.160	2.451	0,15%
FITB	$234.668	4.163	0,15%
MO	$213.835	2.972	0,14%
RSPR	$213.543	5.840	0,13%
DGRS	$200.698	3.381	0,13%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
AAPL	Dipangkas	-29K	-$4.4M
SCHG	Dipangkas	-4K	+$3.3M
SCHV	Beli lebih banyak	+10K	+$2.8M
LRCX	Beli lebih banyak	+9	+$2.0M
AMAT	Hanya pergerakan harga	+0	+$1.2M
VBK	Beli lebih banyak	+111	+$1.1M
VBR	Beli lebih banyak	+540	+$751K
CSCO	Dipangkas	-466	+$541K
SCHF	Dipangkas	-7K	+$504K
SCHE	Beli lebih banyak	+3K	+$484K

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
CFLT	31 Maret 2026	58.473	$1.768.224	Tidak lagi dilacak
IBTF	31 Des. 2025	28.461	$664.998	Tidak lagi dilacak
BSCP	31 Des. 2025	17.223	$356.334	Tidak lagi dilacak
INTU	30 Juni 2025	417	$256.306	-64,3%
AMD	31 Maret 2026	1.124	$240.716	211,6%
QLD	31 Maret 2026	3.018	$212.488	60,9%
RSPR	31 Maret 2026	6.200	$208.497