UDINE WEALTH MANAGEMENT, INC.
CIK 1907240 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $242.9M
- Posisi
- 40
- Per tanggal
- 30 Juni 2026
#5.817 dari 9.443 berdasarkan nilai 13F · top 61.6%
Nilai portofolio QoQ: +18.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 62,99%
- Bobot 25 kepemilikan teratas
- 85,05%
- Posisi di atas 1%
- 34
- Jumlah posisi efektif
- 18,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 10,45% Perkiraan pembelian $33.844.508 · penjualan $23.384.867
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 62,5% masih dipegang
- Posisi baru
- 10
- Meningkat
- 23
- Menurun
- 6
- Tertutup
- 5
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
23,5%
Financials
12,1%
Communication Services
11,5%
Industrials
6,9%
Financial Services
5,3%
Consumer Discretionary
4,4%
Retail
4,0%
Health Care
4,0%
Energy
1,5%
Logistics & Transportation
1,4%
Lainnya/Tidak terpetakan
25,6%
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BIL | $29.429.086 | 12,11% | 321.138 | $-606.932 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $24.937.636 | 10,27% | 69.781 | $5.124.465 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $22.369.264 | 9,21% | 77.306 | $3.071.326 | Naik ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $18.367.878 | 7,56% | 49.241 | $912.882 | Naik ×6 | ||
| BAC Bank of America Corporation Common Stock | $13.221.354 | 5,44% | 232.035 | $2.084.514 | Naik ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $11.228.112 | 4,62% | 101.750 | $-942.386 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10.902.380 | 4,49% | 33.307 | $1.247.166 | Naik ×4 | ||
| BRKB | $10.240.481 | 4,22% | 20.465 | $769.093 | Naik ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6.642.059 | 2,73% | 27.868 | $1.261.195 | Naik ×6 | ||
| BE Bloom Energy Corporation Class A Common Stock | $5.667.452 | 2,33% | 18.723 | $1.296.816 | Turun ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $4.907.140 | 2,02% | 11.667 | $615.658 | Naik ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.842.378 | 1,99% | 24.201 | $100.616 | Turun ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $4.198.145 | 1,73% | 41.300 | $108.937 | Turun ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $3.943.010 | 1,62% | 39.320 | $1.296.027 | Naik ×2 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $3.662.469 | 1,51% | 105.638 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $3.598.881 | 1,48% | 26.323 | $-787.000 | Naik ×6 | ||
| INTC Intel Corporation - Common Stock | $3.391.333 | 1,40% | 24.288 | $920.759 | Turun ×3 | ||
| UPS United Parcel Service, Inc. Common Stock | $3.354.752 | 1,38% | 31.207 | $321.795 | Naik ×2 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $3.219.084 | 1,33% | 185.538 | $855.587 | Naik ×4 | ||
| IBM International Business Machines Corporation Common Stock | $3.178.517 | 1,31% | 11.303 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $3.129.694 | 1,29% | 7.530 | ||||
| IWM | $3.097.339 | 1,28% | 10.309 | $588.571 | Naik ×1 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $3.049.473 | 1,26% | 228.254 | $-143.426 | Naik ×5 | ||
| TOST Toast, Inc. Class A Common Stock | $3.012.711 | 1,24% | 108.293 | ||||
| APO Apollo Global Management, Inc. (New) Common Stock | $3.005.074 | 1,24% | 25.400 | $235.841 | Naik ×1 | ||
| RH RH Common Stock | $2.960.857 | 1,22% | 17.974 | $961.431 | Naik ×4 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $2.954.322 | 1,22% | 187.576 | $406.408 | Naik ×4 | ||
| RDDT Reddit, Inc. Class A Common Stock | $2.901.216 | 1,19% | 16.714 | Naik ×1 | |||
| PSNL Personalis, Inc. - Common Stock | $2.898.238 | 1,19% | 50.030 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.860.709 | 1,18% | 16.743 | Naik ×1 | |||
| BA Boeing Company (The) Common Stock | $2.824.501 | 1,16% | 13.048 | $345.980 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2.670.810 | 1,10% | 22.892 | $-639.068 | Naik ×3 | ||
| IBIT iShares Bitcoin Trust ETF | $2.583.770 | 1,06% | 77.614 | $-162.146 | Naik ×6 | ||
| DECK Deckers Outdoor Corporation Common Stock | $2.569.625 | 1,06% | 25.880 | Naik ×1 | |||
| JOBY Joby Aviation, Inc. Common Stock | $2.357.288 | 0,97% | 264.270 | $267.913 | Naik ×3 | ||
| URA | $2.280.091 | 0,94% | 52.176 | Naik ×1 | |||
| IREN IREN Limited - Ordinary Shares | $2.199.933 | 0,91% | 48.107 | Naik ×1 | |||
| LMND Lemonade, Inc. Common Stock | $2.176.638 | 0,90% | 33.461 | $206.104 | Naik ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1.606.931 | 0,66% | 22.269 | $191.061 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $479.396 | 0,20% | 651 | $103.652 | |||
| 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 |
|---|---|---|---|
| GOOG | $24.937.636 | 10,27% | naik ×6 |
| AAPL | $22.369.264 | 9,21% | naik ×6 |
| MSFT | $18.367.878 | 7,56% | naik ×6 |
| BAC | $13.221.354 | 5,44% | naik ×6 |
| JPM | $10.902.380 | 4,49% | naik ×4 |
| BRKB | $10.240.481 | 4,22% | naik ×6 |
| AMZN | $6.642.059 | 2,73% | naik ×6 |
| TSLA | $4.907.140 | 2,02% | naik ×6 |
| XOM | $3.598.881 | 1,48% | naik ×6 |
| RIVN | $3.219.084 | 1,33% | naik ×4 |
| NU | $3.049.473 | 1,26% | naik ×5 |
| RH | $2.960.857 | 1,22% | naik ×4 |
| RKT | $2.954.322 | 1,22% | naik ×4 |
| PLTR | $2.670.810 | 1,10% | naik ×3 |
| IBIT | $2.583.770 | 1,06% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| HIMS | $3.662.469 | 105.638 | 1,51% |
| IBM | $3.178.517 | 11.303 | 1,31% |
| UNH | $3.129.694 | 7.530 | 1,29% |
| TOST | $3.012.711 | 108.293 | 1,24% |
| RDDT | $2.901.216 | 16.714 | 1,19% |
| PSNL | $2.898.238 | 50.030 | 1,19% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.860.709 | 16.743 | 1,18% |
| DECK | $2.569.625 | 25.880 | 1,06% |
| URA | $2.280.091 | 52.176 | 0,94% |
| IREN | $2.199.933 | 48.107 | 0,91% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOG | Beli lebih banyak | +880 | +$5.1M |
| AAPL | Beli lebih banyak | +1K | +$3.1M |
| BAC | Beli lebih banyak | +4K | +$2.1M |
| BE | Dipangkas | -14K | +$1.3M |
| HOOD | Beli lebih banyak | +1K | +$1.3M |
| AMZN | Beli lebih banyak | +2K | +$1.3M |
| JPM | Beli lebih banyak | +484 | +$1.2M |
| RH | Beli lebih banyak | +4K | +$961K |
| SHV | Dipangkas | -8K | -$942K |
| INTC | Dipangkas | -32K | +$921K |
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 |
|---|---|---|---|---|
| OSCR | 31 Des. 2025 | 146.555 | $2.774.286 | 114,5% |
| HD | 30 Juni 2026 | 8.430 | $2.772.543 | -4,8% |
| HD | 31 Des. 2025 | 6.475 | $2.623.605 | -2,5% |
| MP | 31 Des. 2025 | 38.710 | $2.596.280 | 13,8% |
| TLT | 30 Juni 2026 | 29.896 | $2.591.684 | |
| OXY | 31 Des. 2025 | 52.896 | $2.499.336 | 49,4% |
| UNH | 30 Sep. 2025 | 7.529 | $2.348.822 | 12,2% |
| CRM | 31 Maret 2025 | 6.838 | $2.286.148 | -23,4% |
| BMY | 30 Juni 2025 | 37.328 | $2.276.635 | 42,7% |
| DKNG | 31 Des. 2025 | 60.447 | $2.260.718 | -27,5% |
| ENVX | 31 Maret 2025 | 207.040 | $2.250.525 | -53,8% |
| UPS | 30 Sep. 2025 | 22.140 | $2.234.812 | 23,7% |
| BABA | 30 Juni 2026 | 14.155 | $2.074.840 | 27,3% |
| BA | 31 Maret 2025 | 11.315 | $2.002.755 | 25,8% |
| GM | 30 Juni 2025 | 41.634 | $1.958.047 | 78,2% |
| IWM | 31 Maret 2025 | 8.639 | $1.908.873 | Tidak lagi dilacak |
| DELL | 31 Maret 2025 | 14.629 | $1.685.846 | 381,9% |
| PYPL | 30 Juni 2025 | 25.013 | $1.632.098 | -16,3% |
| GRAB | 30 Juni 2026 | 442.914 | $1.621.065 | -5,7% |
| WRBY | 30 Juni 2026 | 65.723 | $1.384.784 | -9,9% |
| TOST | 30 Sep. 2025 | 28.901 | $1.280.025 | -2,4% |
| RKLBXXXX | 30 Juni 2025 | 64.080 | $1.145.750 | Tidak lagi dilacak |
| DIS | 31 Maret 2025 | 9.889 | $1.101.140 | 8,5% |
| RIVN | 31 Maret 2025 | 77.499 | $1.030.737 | 31,2% |
| XYZ | 31 Maret 2025 | 11.208 | $952.568 | 47,4% |
| BA | 31 Des. 2025 | 2.254 | $486.481 | -1,2% |
| QQQ | 31 Des. 2025 | 600 | $360.222 | |
| CRWD | 31 Des. 2025 | 654 | $320.709 | -60,1% |
| NKE | 31 Maret 2026 | 41.923 | $2.671 | -23,2% |
| CRM | 31 Maret 2026 | 10.042 | $2.660 | 10,1% |
| ZETA | 31 Maret 2026 | 127.104 | $2.587 | 72,2% |
| BX | 31 Maret 2026 | 16.393 | $2.527 | 24,6% |
| EOSE | 31 Maret 2026 | 151.006 | $1.731 | -27,9% |
| PATH | 31 Maret 2026 | 96.462 | $1.581 | 41,7% |