VanWeelden Wealth Management, LLC
Nilai portofolio QoQ: +7.3% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 55,14% Perkiraan pembelian $79.070.165 · penjualan $71.675.034
Kepemilikan median: 2,0 kuartal Dilacak Q1 2025–Q2 2026 · 45,2% masih dipegang
Rincian sektor
Portofolio lengkap 19 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SNTH | $23.435.356 | 17,42% | 788.273 | Naik ×1 | |||
| SFLR | $21.783.117 | 16,19% | 564.622 | $16.032.037 | Naik ×1 | ||
| IFLR | $18.483.457 | 13,74% | 348.423 | $12.745.567 | Naik ×1 | ||
| QFLR | $17.100.839 | 12,71% | 468.773 | $11.382.663 | Naik ×1 | ||
| TBIL | $12.683.287 | 9,43% | 254.378 | $12.338.405 | Naik ×1 | ||
| RFLR | $9.603.078 | 7,14% | 292.942 | $3.739.053 | Naik ×1 | ||
| SHV | $8.683.662 | 6,45% | 78.692 | $443.269 | Naik ×1 | ||
| SGOV | $8.419.521 | 6,26% | 83.635 | $205.395 | Naik ×1 | ||
| GBIL | $8.318.789 | 6,18% | 83.055 | $-204.474 | Turun ×2 | ||
| PHYS | $1.783.047 | 1,33% | 59.100 | $-121.002 | Naik ×2 | ||
| PG | $1.373.880 | 1,02% | 9.369 | $-65.805 | Turun ×3 | ||
| PSLV | $739.232 | 0,55% | 39.175 | $39.093 | Naik ×2 | ||
| MSFT | $620.094 | 0,46% | 1.662 | $11.511 | Naik ×1 | ||
| KO | $328.744 | 0,24% | 4.045 | $22.053 | Naik ×1 | ||
| BRK-B | $283.721 | 0,21% | 567 | Naik ×1 | |||
| AAPL | $256.955 | 0,19% | 888 | $-177.790 | Turun ×1 | ||
| GNL | $251.554 | 0,19% | 28.138 | $-23.125 | Turun ×1 | ||
| GOOGL | $214.422 | 0,16% | 600 | Naik ×1 | |||
| CTAS | $204.096 | 0,15% | 1.200 | $1.128 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SFLR | Beli lebih banyak | +402K | +$16.0M |
| IFLR | Beli lebih banyak | +235K | +$12.7M |
| QFLR | Beli lebih banyak | +297K | +$11.4M |
| RFLR | Beli lebih banyak | +91K | +$3.7M |
| SHV | Beli lebih banyak | +4K | +$443K |
| SGOV | Beli lebih banyak | +2K | +$205K |
| GBIL | Dipangkas | -2K | -$204K |
| AAPL | Dipangkas | -825 | -$178K |
| PHYS | Beli lebih banyak | +5K | -$121K |
| PG | Dipangkas | -598 | -$66K |
1 position hidden — reported move looks larger than the position itself (data completeness check)
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 |
|---|---|---|---|---|
| ZJUN | 31 Maret 2026 | 526.129 | $14.120.987 | |
| CPNJ | 31 Maret 2026 | 520.255 | $14.043.816 | |
| BFRZ | 30 Juni 2026 | 381.918 | $10.067.358 | |
| CPRY | 30 Juni 2026 | 359.687 | $9.760.323 | |
| JPST | 31 Maret 2026 | 186.852 | $9.452.843 | |
| BUCK | 30 Juni 2026 | 304.046 | $7.146.602 | |
| JPIE | 30 Juni 2026 | 153.545 | $7.073.818 | |
| TLTW | 30 Juni 2026 | 312.558 | $7.070.062 | |
| JANU | 30 Juni 2026 | 226.897 | $6.202.048 | |
| UJAN | 30 Juni 2026 | 135.247 | $5.749.350 | |
| CBTO | 31 Maret 2026 | 265.101 | $5.702.323 | |
| DDFF | 30 Juni 2026 | 297.554 | $5.631.834 | |
| CPNQ | 30 Juni 2026 | 173.796 | $4.618.524 | |
| ACII | 30 Juni 2026 | 164.562 | $4.127.215 | |
| IJAN | 30 Juni 2026 | 28.226 | $1.024.039 | |
| KJAN | 30 Juni 2026 | 24.434 | $1.019.435 | |
| NJAN | 30 Juni 2026 | 18.736 | $999.940 | |
| BIL | 30 Juni 2026 | 4.807 | $440.535 | |
| USB | 31 Maret 2026 | 5.065 | $270.268 | 10,6% |
| TSLA | 31 Des. 2025 | 469 | $208.574 | -17,6% |
| MCD | 30 Juni 2026 | 659 | $204.812 | -14,2% |