Westwood Wealth Management
CIK 1861125 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $345.0M
- Posisi
- 43
- Per tanggal
- 30 Juni 2026
#4.770 dari 9.443 berdasarkan nilai 13F · top 50.5%
Nilai portofolio QoQ: +35.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,16%
- Bobot 25 kepemilikan teratas
- 97,53%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 7,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,15% Perkiraan pembelian $12.438.217 · penjualan $25.483.147
Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 29,7% masih dipegang
- Posisi baru
- 4
- Meningkat
- 11
- Menurun
- 24
- Tertutup
- 3
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
50,5%
Communication Services
11,7%
Consumer Discretionary
5,0%
Retail
2,1%
Utilities
1,5%
Healthcare
1,5%
Industrials
0,9%
Financials
0,2%
Financial Services
0,2%
Energy
0,1%
Logistics & Transportation
0,1%
Lainnya/Tidak terpetakan
26,2%
Portofolio lengkap 43 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $111.420.926 | 32,30% | 556.854 | $13.103.453 | Turun ×1 | ||
| SOXL | $46.678.264 | 13,53% | 175.015 | $35.872.403 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $26.282.432 | 7,62% | 73.544 | $4.897.170 | Turun ×1 | ||
| QLD | $21.091.261 | 6,11% | 217.975 | $7.870.731 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $16.730.555 | 4,85% | 44.290 | $2.890.815 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $11.857.631 | 3,44% | 21.050 | $-3.454.278 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $11.850.738 | 3,44% | 40.955 | $1.000.962 | Turun ×1 | ||
| ARM Arm Holdings plc - American Depositary Shares | $10.232.895 | 2,97% | 28.860 | $6.430.472 | Naik ×1 | ||
| SMH SMH | $8.805.324 | 2,55% | 13.425 | $3.428.139 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8.123.631 | 2,35% | 21.778 | $-783.029 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $8.093.185 | 2,35% | 19.242 | $171.192 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $7.358.394 | 2,13% | 12.667 | $4.770.154 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6.873.245 | 1,99% | 28.837 | $930.054 | Naik ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6.794.603 | 1,97% | 82.750 | $3.570.244 | Naik ×1 | ||
| OKLO Oklo Inc. Class A common stock | $5.088.576 | 1,48% | 97.240 | $467.284 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $4.774.280 | 1,38% | 14.000 | $2.481.704 | Turun ×1 | ||
| SPXL | $4.692.067 | 1,36% | 17.335 | $1.140.330 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3.838.332 | 1,11% | 32.899 | $-2.463.264 | Turun ×1 | ||
| MRNA Moderna, Inc. - Common Stock | $3.721.398 | 1,08% | 53.140 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3.614.243 | 1,05% | 4.907 | $737.006 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.080.761 | 0,60% | 5.889 | $394.885 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.057.159 | 0,60% | 12.040 | Naik ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $1.693.379 | 0,49% | 23.467 | $-58.117 | Turun ×1 | ||
| IYW | $1.409.964 | 0,41% | 5.590 | $355.914 | Turun ×1 | ||
| IBB IBB | $1.255.255 | 0,36% | 6.600 | $394.120 | Naik ×1 | ||
| TNA | $994.461 | 0,29% | 13.240 | $-94.005 | Turun ×1 | ||
| SPY SPY | $889.405 | 0,26% | 1.191 | $23.802 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $827.491 | 0,24% | 2.528 | $44.437 | Turun ×2 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $658.289 | 0,19% | 3.515 | Naik ×1 | |||
| UNP Union Pacific Corporation Common Stock | $612.000 | 0,18% | 2.250 | $35.777 | Turun ×1 | ||
| DFUS | $607.995 | 0,18% | 7.420 | $81.843 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $500.630 | 0,15% | 495 | $39.565 | Turun ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $444.885 | 0,13% | 4.750 | $129.105 | |||
| VOO | $425.823 | 0,12% | 620 | $123.463 | Naik ×1 | ||
| JOBY Joby Aviation, Inc. Common Stock | $363.936 | 0,11% | 40.800 | $123.157 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $354.797 | 0,10% | 1.397 | $23.825 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $311.839 | 0,09% | 259 | $72.708 | Turun ×2 | ||
| BX Blackstone Inc. Common Stock | $303.001 | 0,09% | 2.575 | $-108.088 | Turun ×1 | ||
| ET Energy Transfer LP Common Units | $297.240 | 0,09% | 15.546 | $-1.910 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $291.157 | 0,08% | 3.025 | $-85.207 | Turun ×3 | ||
| FDX FedEx Corporation Common Stock | $242.677 | 0,07% | 775 | $-33.363 | |||
| COST Costco Wholesale Corporation - Common Stock | $205.804 | 0,06% | 220 | $-13.411 | |||
| EXPE Expedia Group, Inc. - Common Stock | $204.704 | 0,06% | 800 | 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 |
|---|---|---|---|
| SOXL | Dipangkas | -51K | +$35.9M |
| NVDA | Dipangkas | -7K | +$13.1M |
| QLD | Beli lebih banyak | +1K | +$7.9M |
| ARM | Beli lebih banyak | +4K | +$6.4M |
| GOOGL | Dipangkas | -824 | +$4.9M |
| AMD | Dipangkas | -56 | +$4.8M |
| SHY | Beli lebih banyak | +44K | +$3.6M |
| META | Dipangkas | -6K | -$3.5M |
| SMH | Dipangkas | -600 | +$3.4M |
| AVGO | Dipangkas | -425 | +$2.9M |
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 |
|---|---|---|---|---|
| QLD | 31 Des. 2025 | 109.055 | $14.962.346 | Tidak lagi dilacak |
| DFAI | 31 Maret 2026 | 233.188 | $8.886.792 | Tidak lagi dilacak |
| OKLO | 31 Des. 2025 | 75.255 | $8.400.716 | -40,1% |
| SOXL | 31 Des. 2025 | 224.865 | $7.834.297 | Tidak lagi dilacak |
| SPXL | 31 Des. 2025 | 27.625 | $5.853.738 | Tidak lagi dilacak |
| BIV | 31 Maret 2026 | 72.757 | $5.666.318 | Tidak lagi dilacak |
| JAAA | 31 Maret 2026 | 108.762 | $5.501.181 | Tidak lagi dilacak |
| SPHQ | 31 Maret 2026 | 69.732 | $5.233.414 | Tidak lagi dilacak |
| DFAT | 31 Maret 2026 | 84.545 | $5.033.786 | Tidak lagi dilacak |
| SPYG | 31 Maret 2026 | 43.544 | $4.646.183 | Tidak lagi dilacak |
| SMH | 31 Des. 2025 | 14.025 | $4.577.199 | 56,0% |
| TGRW | 31 Maret 2026 | 76.980 | $3.542.042 | Tidak lagi dilacak |
| JMBS | 31 Maret 2026 | 70.435 | $3.218.194 | Tidak lagi dilacak |
| PANW | 31 Des. 2025 | 15.056 | $3.065.703 | 86,8% |
| EZM | 31 Maret 2026 | 43.341 | $2.895.178 | Tidak lagi dilacak |
| SJNK | 31 Maret 2026 | 110.861 | $2.807.002 | Tidak lagi dilacak |
| VOE | 31 Maret 2026 | 15.525 | $2.753.737 | Tidak lagi dilacak |
| UBER | 31 Des. 2025 | 27.300 | $2.674.581 | -4,3% |
| PWR | 31 Maret 2026 | 6.169 | $2.603.689 | 20,0% |
| VOT | 31 Maret 2026 | 8.828 | $2.464.208 | Tidak lagi dilacak |
| VGSH | 31 Maret 2026 | 41.925 | $2.462.283 | |
| PEG | 31 Maret 2026 | 28.562 | $2.293.529 | -8,3% |
| SMAY | 31 Maret 2026 | 83.294 | $2.162.862 | Tidak lagi dilacak |
| SHY | 31 Des. 2025 | 25.750 | $2.136.220 | |
| TFLO | 31 Maret 2026 | 41.616 | $2.099.940 | Tidak lagi dilacak |
| NFLX | 30 Sep. 2025 | 1.554 | $2.081.008 | -93,4% |
| IYW | 31 Des. 2025 | 9.995 | $1.957.621 | Tidak lagi dilacak |
| QCJL | 31 Maret 2026 | 78.626 | $1.865.685 | Tidak lagi dilacak |
| DFAU | 31 Maret 2026 | 37.070 | $1.734.854 | Tidak lagi dilacak |
| XLK | 31 Maret 2026 | 11.943 | $1.719.396 | Tidak lagi dilacak |
| DJAN | 31 Maret 2026 | 39.315 | $1.706.861 | Tidak lagi dilacak |
| ORCL | 31 Des. 2025 | 5.825 | $1.638.223 | -24,9% |
| VB | 31 Maret 2026 | 5.180 | $1.336.149 | Tidak lagi dilacak |
| SOXX | 31 Maret 2026 | 4.413 | $1.328.975 | 58,6% |
| TNA | 31 Des. 2025 | 28.805 | $1.303.138 | Tidak lagi dilacak |
| SGOV | 31 Maret 2026 | 12.313 | $1.235.958 | 0,0% |
| SCHB | 31 Maret 2026 | 46.656 | $1.223.787 | Tidak lagi dilacak |
| ARM | 31 Des. 2025 | 8.175 | $1.156.681 | 129,4% |
| SEIX | 31 Maret 2026 | 47.885 | $1.117.870 | Tidak lagi dilacak |
| NXPI | 31 Des. 2025 | 4.880 | $1.111.322 | 3,7% |
| TMO | 31 Maret 2026 | 1.825 | $1.057.496 | 26,2% |
| IBB | 31 Des. 2025 | 6.395 | $923.246 | 26,6% |
| IWF | 31 Maret 2026 | 1.867 | $883.809 | Tidak lagi dilacak |
| HD | 31 Maret 2026 | 2.555 | $879.176 | 2,0% |
| BK | 31 Maret 2026 | 7.311 | $848.734 | Tidak lagi dilacak |
| BRKB | 31 Maret 2026 | 1.687 | $847.971 | Tidak lagi dilacak |
| QCOM | 31 Maret 2026 | 4.910 | $839.856 | 25,0% |
| IWM | 31 Maret 2026 | 3.330 | $819.694 | Tidak lagi dilacak |
| UNP | 31 Des. 2025 | 3.275 | $774.112 | 32,4% |
| AZZ | 31 Maret 2026 | 7.000 | $750.260 | 11,5% |
| PFE | 31 Maret 2026 | 29.234 | $727.927 | -0,1% |
| NAN | 31 Maret 2026 | 63.700 | $717.262 | -0,9% |
| BOND | 31 Maret 2026 | 7.498 | $700.913 | -1,8% |
| DUHP | 31 Maret 2026 | 18.141 | $689.902 | Tidak lagi dilacak |
| NOW | 31 Des. 2025 | 705 | $648.797 | -15,4% |
| SCHF | 31 Maret 2026 | 26.742 | $642.878 | Tidak lagi dilacak |
| AOS | 31 Maret 2026 | 9.488 | $634.557 | -4,9% |
| HYG | 31 Maret 2026 | 7.845 | $632.525 | Tidak lagi dilacak |
| RSP | 31 Maret 2026 | 3.178 | $608.778 | Tidak lagi dilacak |
| MRK | 31 Maret 2026 | 5.704 | $600.403 | 26,1% |
| ABBV | 31 Maret 2026 | 2.421 | $553.174 | 21,3% |
| SMCI | 31 Des. 2025 | 10.850 | $520.149 | 27,2% |
| XLI | 31 Maret 2026 | 3.095 | $480.096 | Tidak lagi dilacak |
| DFIC | 31 Maret 2026 | 13.802 | $475.617 | Tidak lagi dilacak |
| RTX | 31 Maret 2026 | 2.429 | $445.479 | 10,2% |
| ORCL | 30 Juni 2026 | 3.025 | $445.008 | -0,1% |
| SNPS | 31 Maret 2026 | 926 | $434.961 | 0,4% |
| CRM | 30 Sep. 2025 | 1.590 | $433.577 | -13,3% |
| AGGY | 31 Maret 2026 | 9.749 | $429.442 | Tidak lagi dilacak |
| MEAR | 31 Maret 2026 | 8.460 | $425.689 | Tidak lagi dilacak |
| TMUS | 31 Maret 2026 | 2.043 | $414.811 | -12,9% |
| VTV | 31 Maret 2026 | 2.156 | $411.774 | Tidak lagi dilacak |
| YMAR | 31 Maret 2026 | 15.055 | $406.761 | Tidak lagi dilacak |
| CRM | 31 Maret 2026 | 1.511 | $400.279 | 10,1% |
| NKE | 31 Des. 2025 | 5.552 | $387.141 | -36,3% |
| FHDG | 31 Maret 2026 | 11.167 | $378.855 | Tidak lagi dilacak |
| CRWD | 31 Maret 2026 | 802 | $375.946 | -52,0% |
| CRWV | 31 Des. 2025 | 2.730 | $373.601 | 25,8% |
| BIB | 30 Sep. 2025 | 8.000 | $366.480 | |
| ASTS | 31 Maret 2026 | 5.000 | $363.150 | -17,8% |
| NOW | 30 Juni 2026 | 3.425 | $358.084 | 30,6% |
| GS | 31 Des. 2025 | 445 | $354.376 | 16,5% |
| JMUB | 31 Maret 2026 | 6.910 | $350.056 | Tidak lagi dilacak |
| INTU | 31 Maret 2026 | 518 | $343.134 | -16,6% |
| NOC | 31 Maret 2026 | 577 | $329.011 | -18,0% |
| WFC | 31 Maret 2026 | 3.473 | $323.684 | 6,3% |
| JNJ | 30 Juni 2025 | 1.947 | $322.890 | 74,9% |
| ITW | 31 Maret 2026 | 1.285 | $316.496 | 8,6% |
| XLF | 31 Maret 2026 | 5.724 | $313.503 | Tidak lagi dilacak |
| VOO | 31 Des. 2025 | 506 | $309.864 | Tidak lagi dilacak |
| DELL | 30 Sep. 2025 | 2.500 | $306.500 | 209,8% |
| OMAH | 31 Maret 2026 | 16.292 | $305.312 | Tidak lagi dilacak |
| COF | 31 Maret 2026 | 1.240 | $300.526 | 19,3% |
| QCOM | 30 Sep. 2025 | 1.886 | $300.364 | -3,2% |
| XYZ | 31 Maret 2025 | 3.450 | $293.216 | 47,4% |
| B | 31 Maret 2026 | 6.388 | $278.197 | 15,7% |
| ABT | 31 Maret 2026 | 2.220 | $278.144 | 11,4% |
| BAC | 31 Maret 2026 | 5.054 | $277.970 | 28,1% |
| DFAE | 31 Maret 2026 | 8.407 | $273.816 | Tidak lagi dilacak |
| FDX | 31 Des. 2025 | 1.150 | $271.182 | 14,0% |
| DAL | 31 Des. 2025 | 4.750 | $269.563 | 18,3% |
| ET | 31 Des. 2025 | 15.500 | $265.980 | 28,8% |
| ED | 31 Maret 2026 | 2.662 | $264.390 | -4,6% |
| MINO | 31 Maret 2026 | 5.731 | $260.589 | Tidak lagi dilacak |
| JNJ | 31 Des. 2025 | 1.404 | $260.330 | 29,1% |
| IWN | 31 Maret 2026 | 1.430 | $259.188 | Tidak lagi dilacak |
| HON | 31 Maret 2026 | 1.263 | $246.393 | -2,9% |
| AVDS | 31 Maret 2026 | 3.477 | $242.729 | Tidak lagi dilacak |
| RSG | 31 Maret 2026 | 1.131 | $239.693 | 0,3% |
| MPC | 31 Maret 2026 | 1.460 | $237.440 | 48,6% |
| FE | 31 Maret 2026 | 5.282 | $236.475 | -7,5% |
| BAB | 31 Maret 2026 | 8.646 | $235.171 | Tidak lagi dilacak |
| SPGI | 31 Maret 2026 | 438 | $228.894 | 2,0% |
| UAL | 31 Maret 2026 | 2.046 | $228.784 | 22,8% |
| PG | 31 Maret 2026 | 1.542 | $221.049 | -0,8% |
| AXP | 31 Maret 2026 | 586 | $216.791 | 10,8% |
| OWL | 31 Maret 2026 | 14.427 | $215.540 | 26,7% |
| WMT | 30 Juni 2026 | 1.728 | $214.756 | -8,9% |
| XLY | 31 Des. 2025 | 895 | $214.478 | Tidak lagi dilacak |
| XYZ | 31 Des. 2025 | 2.950 | $213.197 | 23,0% |
| ACN | 31 Maret 2025 | 600 | $211.074 | -41,5% |
| T | 31 Maret 2026 | 8.474 | $210.482 | -12,5% |
| LMT | 31 Maret 2026 | 423 | $204.732 | -5,9% |
| COST | 31 Des. 2025 | 220 | $203.639 | 9,4% |
| DIS | 31 Maret 2025 | 1.825 | $203.214 | 8,5% |
| VO | 31 Maret 2026 | 696 | $202.088 | Tidak lagi dilacak |
| CSCO | 31 Maret 2026 | 2.619 | $201.753 | 43,1% |
| XLY | 31 Maret 2025 | 895 | $200.793 | Tidak lagi dilacak |
| ESOA | 31 Maret 2026 | 17.382 | $142.011 | -8,3% |
| WVE | 31 Maret 2025 | 10.000 | $123.700 | -33,1% |