Strategic Wealth Advisors LLC
CIK 2107449 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $117K
- Posisi
- 260
- Per tanggal
- 30 Juni 2026
#9.394 dari 9.443 berdasarkan nilai 13F · top 99.5%
Nilai portofolio QoQ: -6.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 54,29%
- Bobot 25 kepemilikan teratas
- 83,53%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 24,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,97% Perkiraan pembelian $1.176 · penjualan $9.883
- Posisi baru
- 6
- Meningkat
- 53
- Menurun
- 40
- Tertutup
- 13
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
2,1%
Healthcare
1,4%
Industrials
0,9%
Financials
0,8%
Consumer Discretionary
0,4%
Financial Services
0,4%
Retail
0,4%
Communication Services
0,3%
Real Estate
0,2%
Energy
0,2%
Consumer products
0,1%
Consumer Staples
0,1%
Utilities
0,1%
Telecommunication
0,0%
Communications
0,0%
Materials
0,0%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
92,4%
Portofolio lengkap 260 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $11.506 | 9,84% | 16.874 | $608 | Naik ×1 | ||
| IVV | $8.956 | 7,66% | 13.076 | $-153 | Turun ×1 | ||
| VBK | $7.204 | 6,16% | 23.848 | $48 | Naik ×1 | ||
| VBR | $6.475 | 5,54% | 30.576 | $-148 | Naik ×1 | ||
| DFAI | $6.309 | 5,40% | 165.561 | $-206 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5.881 | 5,03% | 73.769 | $-511 | Turun ×1 | ||
| DFAE | $4.946 | 4,23% | 151.869 | $-956 | Turun ×1 | ||
| JPST | $4.547 | 3,89% | 89.892 | $-1.052 | Turun ×1 | ||
| DFAU | $3.852 | 3,29% | 82.320 | $1 | Turun ×1 | ||
| DFAR | $3.800 | 3,25% | 165.957 | $-488 | Turun ×1 | ||
| VOE | $3.156 | 2,70% | 17.797 | $-126 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $3.147 | 2,69% | 40.598 | $51 | Naik ×1 | ||
| VOT | $3.042 | 2,60% | 10.899 | $117 | Turun ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $2.930 | 2,51% | 63.929 | $-26 | Turun ×1 | ||
| DFIS | $2.842 | 2,43% | 86.280 | $9 | Naik ×1 | ||
| IWD | $2.750 | 2,35% | 13.076 | $-406 | Turun ×1 | ||
| MINT | $2.696 | 2,31% | 26.870 | $-389 | Turun ×1 | ||
| VOO | $2.329 | 1,99% | 3.714 | $-235 | Turun ×1 | ||
| IWF | $2.187 | 1,87% | 4.621 | $134 | Turun ×1 | ||
| VNQ | $1.919 | 1,64% | 21.697 | $-26 | Turun ×1 | ||
| VB | $1.582 | 1,35% | 6.133 | $-26 | Turun ×1 | ||
| JEPI | $1.539 | 1,32% | 26.891 | $28 | Naik ×1 | ||
| JMST | $1.476 | 1,26% | 28.993 | $-17 | Turun ×1 | ||
| VUSB | $1.397 | 1,19% | 28.038 | $-2.884 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.206 | 1,03% | 4.437 | $84 | Naik ×1 | ||
| IEFA | $1.092 | 0,93% | 12.211 | $-36 | Turun ×1 | ||
| HELO | $927 | 0,79% | 13.955 | $-13 | Turun ×1 | ||
| SPLV | $887 | 0,76% | 12.425 | $79 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $712 | 0,61% | 1.473 | $176 | Naik ×1 | ||
| IWB | $685 | 0,59% | 1.835 | $31 | |||
| VO | $661 | 0,57% | 2.280 | $-11 | Turun ×1 | ||
| IAU | $647 | 0,55% | 7.978 | $-16 | Naik ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $626 | 0,54% | 3.008 | $3 | |||
| VTEB | $611 | 0,52% | 12.167 | $42 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $595 | 0,51% | 5.655 | $-23 | Naik ×1 | ||
| IWN | $469 | 0,40% | 2.590 | $-36 | Turun ×1 | ||
| MCD McDonald's Corporation Common Stock | $432 | 0,37% | 1.416 | $76 | Naik ×1 | ||
| EFAV | $377 | 0,32% | 4.378 | $-23 | |||
| AMGN Amgen Inc. - Common Stock | $358 | 0,31% | 1.095 | $-27 | |||
| BND Vanguard Total Bond Market ETF | $353 | 0,30% | 4.778 | $-321 | Turun ×1 | ||
| IEMG | $340 | 0,29% | 5.059 | $-921 | Turun ×1 | ||
| NEAR | $328 | 0,28% | 6.421 | $-227 | Turun ×1 | ||
| HOLA | $263 | 0,22% | 5.052 | $-2 | |||
| VTI | $226 | 0,19% | 677 | $15 | Naik ×1 | ||
| IWM | $213 | 0,18% | 868 | $-59 | Turun ×1 | ||
| MS Morgan Stanley Common Stock | $207 | 0,18% | 1.170 | $48 | Naik ×1 | ||
| AKRE | $205 | 0,18% | 3.130 | $40 | |||
| XHB XHB | $205 | 0,18% | 2.000 | $8 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $204 | 0,17% | 652 | $17 | |||
| VHT | $204 | 0,17% | 710 | $11 | |||
| GWX | $195 | 0,17% | 4.784 | $10 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $194 | 0,17% | 226 | $-31 | |||
| MCHP Microchip Technology Incorporated - Common Stock | $184 | 0,16% | 2.902 | $-3 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $183 | 0,16% | 2.521 | $-19 | Turun ×1 | ||
| VV | $176 | 0,15% | 562 | $9 | |||
| DFUS | $167 | 0,14% | 2.257 | $16 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $161 | 0,14% | 502 | $47 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $140 | 0,12% | 450 | $3 | Turun ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $140 | 0,12% | 139 | $-11 | |||
| WMT Walmart Inc. - Common Stock | $138 | 0,12% | 1.245 | $-16 | |||
| IWP | $134 | 0,11% | 979 | $9 | |||
| IBM International Business Machines Corporation Common Stock | $132 | 0,11% | 449 | $24 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $131 | 0,11% | 511 | $67 | Naik ×1 | ||
| VWO | $122 | 0,10% | 2.285 | $-1 | |||
| NVDA NVIDIA Corporation - Common Stock | $115 | 0,10% | 617 | $8 | |||
| O Realty Income Corporation Common Stock | $114 | 0,10% | 2.025 | $-9 | |||
| GE GE Aerospace Common Stock | $113 | 0,10% | 370 | $9 | |||
| ABBV AbbVie Inc. Common Stock | $111 | 0,09% | 487 | $40 | Naik ×1 | ||
| ICF | $108 | 0,09% | 1.826 | $-5 | |||
| MDT Medtronic plc. Ordinary Shares | $107 | 0,09% | 1.118 | $66 | Naik ×1 | ||
| MGK | $107 | 0,09% | 260 | $12 | |||
| JNJ Johnson & Johnson Common Stock | $106 | 0,09% | 517 | $-20 | |||
| QQQ Invesco QQQ Trust, Series 1 | $105 | 0,09% | 171 | $7 | |||
| SDY | $99 | 0,08% | 712 | $-4 | |||
| PG Procter & Gamble Company (The) Common Stock | $93 | 0,08% | 653 | $-9 | Turun ×1 | ||
| RWX | $93 | 0,08% | 3.324 | $5 | |||
| COF Capital One Financial Corporation Common Stock | $89 | 0,08% | 370 | $42 | Naik ×1 | ||
| XLF XLF | $83 | 0,07% | 1.530 | $8 | |||
| NOC Northrop Grumman Corporation Common Stock | $82 | 0,07% | 145 | $3 | Naik ×1 | ||
| CSX CSX Corporation - Common Stock | $79 | 0,07% | 2.190 | $-10 | |||
| RSP | $78 | 0,07% | 409 | $0 | |||
| TT Trane Technologies plc | $77 | 0,07% | 198 | $-5 | |||
| IVW | $75 | 0,06% | 610 | $7 | |||
| UNP Union Pacific Corporation Common Stock | $72 | 0,06% | 313 | $-3 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $71 | 0,06% | 720 | $4 | |||
| AGG | $70 | 0,06% | 710 | $-6 | Turun ×1 | ||
| IWS | $70 | 0,06% | 500 | $-2 | |||
| PEP PepsiCo, Inc. - Common Stock | $69 | 0,06% | 485 | $-6 | |||
| SYK Stryker Corporation Common Stock | $69 | 0,06% | 197 | $26 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $68 | 0,06% | 295 | $24 | Naik ×1 | ||
| IWV | $67 | 0,06% | 175 | $3 | |||
| IWR | $66 | 0,06% | 687 | $0 | |||
| USMV | $63 | 0,05% | 670 | $10 | Naik ×1 | ||
| AFL AFLAC Incorporated Common Stock | $62 | 0,05% | 570 | $15 | Naik ×1 | ||
| VAW | $62 | 0,05% | 300 | $-5 | |||
| XHS | $59 | 0,05% | 560 | $3 | |||
| APH Amphenol Corporation Common Stock | $55 | 0,05% | 407 | $4 | |||
| IYJ | $55 | 0,05% | 374 | $0 | |||
| GD General Dynamics Corporation Common Stock | $53 | 0,05% | 160 | $-1 | |||
| NVS Novartis AG Common Stock | $52 | 0,04% | 382 | $-6 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
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 |
|---|---|---|---|---|
| CGGR | 30 Juni 2026 | 4.095 | $164 | Tidak lagi dilacak |
| JPEF | 30 Juni 2026 | 1.060 | $76 | |
| DFIV | 30 Juni 2026 | 600 | $31 | Tidak lagi dilacak |
| SPYM | 30 Juni 2026 | 418 | $31 | Tidak lagi dilacak |
| MGV | 30 Juni 2026 | 105 | $15 | Tidak lagi dilacak |
| CRWD | 30 Juni 2026 | 28 | $10 | 3,7% |
| ORCL | 31 Maret 2026 | 47 | $9 | -3,1% |
| BOND | 30 Juni 2026 | 92 | $8 | -1,7% |
| LRCX | 31 Maret 2026 | 48 | $8 | 43,9% |
| AMAT | 30 Juni 2026 | 19 | $6 | -31,7% |
| TXN | 30 Juni 2026 | 26 | $5 | -10,8% |
| BROS | 30 Juni 2026 | 93 | $4 | -30,5% |
| URI | 30 Juni 2026 | 6 | $4 | -1,2% |
| WING | 31 Maret 2026 | 18 | $4 | -22,6% |
| AME | 31 Maret 2026 | 16 | $3 | 12,0% |
| AZN | 31 Maret 2026 | 35 | $3 | -17,2% |
| MSI | 30 Juni 2026 | 8 | $3 | 16,3% |
| BJK | 31 Maret 2026 | 50 | $2 | Tidak lagi dilacak |
| ET | 30 Juni 2026 | 120 | $2 | 11,0% |