Stone Wealth Partners
CIK 1813454 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $136.8M
- Posisi
- 63
- Per tanggal
- 30 Juni 2026
#7.670 dari 9.443 berdasarkan nilai 13F · top 81.2%
Nilai portofolio QoQ: +22.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 50,33%
- Bobot 25 kepemilikan teratas
- 78,62%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 25,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,77% Perkiraan pembelian $16.320.732 · penjualan $5.912.206
- Posisi baru
- 10
- Meningkat
- 33
- Menurun
- 16
- Tertutup
- 6
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
15,7%
Communication Services
4,3%
Retail
2,6%
Industrials
1,5%
Financials
1,0%
Consumer Discretionary
0,8%
Financial Services
0,6%
Health Care
0,1%
Lainnya/Tidak terpetakan
73,4%
Portofolio lengkap 63 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $15.914.564 | 11,64% | 133.745 | $2.709.864 | Turun ×1 | ||
| VOO | $10.615.418 | 7,76% | 15.435 | $2.064.310 | Naik ×2 | ||
| SPY SPY | $7.329.246 | 5,36% | 9.790 | $749.075 | Turun ×2 | ||
| VTV | $5.818.949 | 4,25% | 26.701 | $669.680 | Naik ×1 | ||
| MINT | $5.622.980 | 4,11% | 55.778 | $469.371 | Naik ×2 | ||
| AGG | $5.423.015 | 3,97% | 54.789 | $-319.159 | Turun ×1 | ||
| MGK | $5.382.015 | 3,94% | 61.221 | $1.061.100 | Naik ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $4.807.912 | 3,52% | 26.920 | $1.010.432 | Naik ×2 | ||
| IWP | $4.008.120 | 2,93% | 27.376 | $672.388 | Naik ×2 | ||
| VEA | $3.910.170 | 2,86% | 54.876 | $432.923 | Naik ×2 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $3.455.381 | 2,53% | 57.850 | $193.745 | Naik ×2 | ||
| SPMO | $3.264.077 | 2,39% | 20.206 | $1.004.388 | Naik ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3.127.909 | 2,29% | 72.506 | $282.798 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $3.001.154 | 2,19% | 2.600 | $2.150.050 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.816.579 | 2,06% | 7.968 | $522.679 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.768.832 | 2,02% | 9.565 | $327.681 | Turun ×1 | ||
| VTI | $2.642.604 | 1,93% | 7.121 | $682.139 | Naik ×2 | ||
| BRKB | $2.519.964 | 1,84% | 5.036 | $48.730 | Turun ×1 | ||
| BIL | $2.382.182 | 1,74% | 25.995 | $348.507 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $2.269.372 | 1,66% | 3.553 | $1.024.577 | Turun ×2 | ||
| CWS | $2.227.624 | 1,63% | 32.647 | $87.626 | Turun ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $2.219.500 | 1,62% | 2.300 | $1.328.479 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.117.345 | 1,55% | 2.870 | $834.121 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.001.103 | 1,46% | 8.396 | $261.424 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.873.391 | 1,37% | 3.323 | $351.756 | Naik ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1.792.686 | 1,31% | 4.137 | $985.912 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.631.809 | 1,19% | 8.154 | $190.661 | Turun ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $1.609.801 | 1,18% | 708 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $1.537.895 | 1,12% | 13.576 | $-87.290 | Naik ×2 | ||
| INTC Intel Corporation - Common Stock | $1.493.762 | 1,09% | 10.698 | ||||
| GLW Corning Incorporated Common Stock | $1.445.478 | 1,06% | 5.659 | $721.710 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.369.428 | 1,00% | 4.181 | $147.571 | Naik ×1 | ||
| IVV | $1.264.329 | 0,92% | 1.674 | $162.661 | Turun ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1.045.428 | 0,76% | 2.423 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.029.629 | 0,75% | 2.448 | $207.690 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.020.659 | 0,75% | 1.757 | ||||
| MSFT Microsoft Corporation - Common Stock | $1.014.992 | 0,74% | 2.721 | $35.152 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $996.505 | 0,73% | 2.638 | $204.159 | Naik ×2 | ||
| OEF | $931.505 | 0,68% | 2.546 | $125.516 | Naik ×2 | ||
| IYK | $817.280 | 0,60% | 11.248 | $-56.414 | Turun ×1 | ||
| IVW | $770.588 | 0,56% | 5.595 | $159.462 | Naik ×2 | ||
| IWL | $761.624 | 0,56% | 4.118 | $71.726 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $760.126 | 0,56% | 2.127 | $137.271 | Turun ×1 | ||
| ON ON Semiconductor Corporation - Common Stock | $590.024 | 0,43% | 6.241 | Naik ×1 | |||
| V Visa Inc. | $579.007 | 0,42% | 1.686 | $71.640 | Naik ×2 | ||
| SCHD | $546.839 | 0,40% | 17.245 | $9.786 | Turun ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $499.927 | 0,37% | 4.966 | $49 | |||
| VIG | $497.139 | 0,36% | 2.101 | $47.449 | Naik ×1 | ||
| XLV XLV | $491.512 | 0,36% | 3.097 | $-111.470 | Turun ×1 | ||
| GLD | $489.209 | 0,36% | 1.328 | $-42.199 | Naik ×2 | ||
| SPTM | $488.269 | 0,36% | 5.378 | $63.084 | |||
| VUG | $428.971 | 0,31% | 4.975 | $46.943 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $411.121 | 0,30% | 5.758 | $13.252 | Naik ×1 | ||
| JPST | $377.758 | 0,28% | 7.470 | Naik ×1 | |||
| OAKM | $365.140 | 0,27% | 12.962 | $86.099 | Naik ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $340.234 | 0,25% | 4.715 | ||||
| CAT Caterpillar, Inc. Common Stock | $308.821 | 0,23% | 290 | Naik ×1 | |||
| PAVE | $303.925 | 0,22% | 5.157 | $41.834 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $294.309 | 0,22% | 291 | $48.126 | |||
| BND Vanguard Total Bond Market ETF | $263.028 | 0,19% | 3.583 | $49.104 | Naik ×1 | ||
| IWV | $254.134 | 0,19% | 596 | $33.209 | |||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $214.605 | 0,16% | 641 | Naik ×1 | |||
| HSIC Henry Schein, Inc. - Common Stock | $202.870 | 0,15% | 2.429 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYG | Dipangkas | -1K | +$2.7M |
| MU | Beli lebih banyak | +82 | +$2.2M |
| VOO | Beli lebih banyak | +1K | +$2.1M |
| STX | Beli lebih banyak | +31 | +$1.3M |
| MGK | Beli lebih banyak | +49K | +$1.1M |
| WDC | Dipangkas | -1K | +$1.0M |
| IJT | Beli lebih banyak | +678 | +$1.0M |
| SPMO | Beli lebih banyak | +50 | +$1.0M |
| LRCX | Beli lebih banyak | +366 | +$986K |
| QQQ | Beli lebih banyak | +647 | +$834K |
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 |
|---|---|---|---|---|
| DIA | 31 Maret 2026 | 2.146 | $1.033.388 | Tidak lagi dilacak |
| WBD | 30 Juni 2026 | 33.354 | $915.901 | 7,4% |
| TER | 30 Juni 2026 | 2.872 | $851.433 | -20,5% |
| ALB | 30 Juni 2026 | 4.225 | $760.291 | -2,3% |
| AMAT | 30 Juni 2026 | 2.074 | $708.872 | -31,6% |
| MRNA | 30 Juni 2026 | 13.557 | $688.696 | 92,7% |
| NEM | 31 Maret 2026 | 5.874 | $586.519 | 15,2% |
| AMD | 31 Maret 2026 | 2.217 | $474.793 | 128,2% |
| INTC | 31 Maret 2026 | 12.688 | $468.191 | 108,8% |
| QSR | 31 Maret 2026 | 5.068 | $348.932 | 6,0% |
| BTI | 31 Maret 2026 | 5.621 | $318.261 | -4,4% |
| HHH | 31 Maret 2026 | 3.521 | $280.870 | 6,6% |
| UBER | 31 Maret 2026 | 3.263 | $266.620 | 5,6% |
| EOG | 31 Maret 2026 | 2.480 | $260.425 | 4,1% |
| BAX | 31 Maret 2026 | 12.424 | $237.543 | 58,1% |
| HLT | 31 Maret 2026 | 809 | $232.385 | 10,1% |
| BN | 31 Maret 2026 | 4.848 | $222.475 | 5,1% |
| CP | 31 Maret 2026 | 2.860 | $210.582 | 21,0% |
| NKE | 31 Maret 2026 | 3.257 | $208.942 | -22,5% |
| XOM | 30 Juni 2026 | 1.210 | $205.289 | 22,8% |
| CMG | 31 Maret 2026 | 5.528 | $204.536 | 9,5% |