Wilkins Miller Wealth Management, LLC
CIK 2057318 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $181.8M
- Posisi
- 95
- Per tanggal
- 30 Juni 2026
#6.775 dari 9.443 berdasarkan nilai 13F · top 71.7%
Nilai portofolio QoQ: +10.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 43,75%
- Bobot 25 kepemilikan teratas
- 72,01%
- Posisi di atas 1%
- 28
- Jumlah posisi efektif
- 33,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,36% Perkiraan pembelian $5.793.978 · penjualan $2.356.483
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,6% masih dipegang
- Posisi baru
- 7
- Meningkat
- 47
- Menurun
- 37
- Tertutup
- 1
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
2,5%
Energy
1,6%
Industrials
1,2%
Communication Services
1,1%
Financials
1,0%
Retail
1,0%
Healthcare
1,0%
Consumer Staples
0,5%
Utilities
0,4%
Financial Services
0,4%
Communications
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
89,2%
Portofolio lengkap 95 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $17.435.100 | 9,59% | 592.426 | $2.196.080 | Turun ×3 | ||
| SCHG | $10.095.124 | 5,55% | 298.319 | $1.359.900 | Turun ×1 | ||
| IVV | $8.272.128 | 4,55% | 11.046 | $942.084 | Turun ×3 | ||
| SCHA | $7.339.684 | 4,04% | 203.147 | $1.424.705 | Turun ×1 | ||
| SPDW | $7.048.838 | 3,88% | 139.886 | $772.326 | Naik ×2 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $6.286.360 | 3,46% | 377.673 | $154.109 | Naik ×6 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $5.890.136 | 3,24% | 317.100 | $-44.957 | Turun ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $5.870.669 | 3,23% | 288.272 | $-393.410 | Turun ×4 | ||
| FNDX | $5.740.162 | 3,16% | 184.571 | $866.812 | Naik ×1 | ||
| IBDV | $5.587.363 | 3,07% | 256.301 | $-35.909 | Turun ×1 | ||
| GSEW | $5.515.036 | 3,03% | 58.410 | $558.192 | Turun ×2 | ||
| IBDW | $4.314.252 | 2,37% | 207.018 | $-111.206 | Turun ×3 | ||
| IBDU | $4.080.369 | 2,24% | 176.182 | $-16.483 | Naik ×1 | ||
| VYM | $4.069.513 | 2,24% | 25.752 | $419.630 | Naik ×6 | ||
| VFMO | $3.692.671 | 2,03% | 14.800 | $885.549 | Naik ×6 | ||
| BIV | $3.651.021 | 2,01% | 47.601 | $190.147 | Naik ×6 | ||
| VIG | $3.317.630 | 1,82% | 14.021 | $154.570 | Turun ×3 | ||
| SPYG | $3.281.268 | 1,80% | 27.576 | $582.700 | Naik ×1 | ||
| SCHB | $3.014.406 | 1,66% | 104.089 | $394.128 | Turun ×3 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $2.964.857 | 1,63% | 180.949 | $16.486 | Naik ×6 | ||
| SCHV | $2.916.799 | 1,60% | 83.792 | $415.570 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $2.823.324 | 1,55% | 9.757 | $346.011 | Turun ×1 | ||
| SCHF | $2.742.720 | 1,51% | 99.015 | $418.232 | Naik ×6 | ||
| IJR | $2.579.743 | 1,42% | 17.394 | $659.610 | Naik ×6 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2.424.291 | 1,33% | 118.200 | $-12.544 | Turun ×2 | ||
| BLV | $2.257.285 | 1,24% | 32.747 | $-253.073 | Turun ×1 | ||
| IBDT | $1.964.250 | 1,08% | 77.792 | $62.487 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.839.641 | 1,01% | 5.620 | $235.478 | Naik ×1 | ||
| SPYM | $1.805.212 | 0,99% | 20.542 | $253.803 | Naik ×2 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1.697.421 | 0,93% | 86.537 | $-93.416 | Turun ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.690.335 | 0,93% | 2.295 | $579.030 | Naik ×1 | ||
| IBDY | $1.617.774 | 0,89% | 62.838 | $27.560 | Naik ×4 | ||
| IBDX | $1.576.081 | 0,87% | 62.568 | $-118.627 | Turun ×1 | ||
| SCHM | $1.546.463 | 0,85% | 41.944 | $311.877 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.472.616 | 0,81% | 4.121 | $304.147 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $1.444.312 | 0,79% | 8.713 | $-322.569 | Naik ×1 | ||
| SCHE | $1.443.205 | 0,79% | 39.802 | $202.313 | Naik ×2 | ||
| VOO | $1.429.930 | 0,79% | 2.082 | $501.708 | Naik ×1 | ||
| VO | $1.366.318 | 0,75% | 16.958 | $282.530 | Naik ×6 | ||
| SPYD | $1.152.314 | 0,63% | 24.152 | $17.058 | Turun ×3 | ||
| QUS | $1.101.378 | 0,61% | 5.894 | $21.150 | Turun ×3 | ||
| BSV | $1.095.059 | 0,60% | 14.055 | $10.674 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.004.531 | 0,55% | 2.848 | $66.772 | Turun ×5 | ||
| GLD | $978.786 | 0,54% | 2.657 | $-152.877 | Naik ×4 | ||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $978.574 | 0,54% | 46.477 | $41.469 | Naik ×4 | ||
| ITOT | $948.962 | 0,52% | 5.777 | $104.316 | Turun ×3 | ||
| USRT | $930.654 | 0,51% | 14.005 | $94.733 | Turun ×4 | ||
| SCHD | $814.762 | 0,45% | 25.694 | $7.892 | Turun ×5 | ||
| QUAL | $791.780 | 0,44% | 3.608 | $108.774 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $789.498 | 0,43% | 5.775 | $-163.810 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $778.656 | 0,43% | 2.087 | $-85.072 | Turun ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $717.694 | 0,39% | 7.308 | $-6.920 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $700.848 | 0,39% | 7.323 | $-5.278 | Naik ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $690.931 | 0,38% | 8.502 | $45.530 | Naik ×3 | ||
| XLK XLK | $651.750 | 0,36% | 3.421 | $191.107 | Turun ×2 | ||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $601.597 | 0,33% | 29.112 | $44.733 | Naik ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $568.875 | 0,31% | 1.610 | $133.565 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $563.732 | 0,31% | 470 | $117.644 | Turun ×2 | ||
| SCHH | $547.128 | 0,30% | 23.105 | $157.729 | Naik ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $543.740 | 0,30% | 23.687 | $-35.454 | Turun ×6 | ||
| JNJ Johnson & Johnson Common Stock | $498.720 | 0,27% | 1.964 | $28.026 | Naik ×4 | ||
| EMR Emerson Electric Company Common Stock | $495.333 | 0,27% | 3.460 | $51.922 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $480.088 | 0,26% | 2.399 | $96.403 | Naik ×1 | ||
| FENY | $468.075 | 0,26% | 15.835 | $-69.661 | Naik ×5 | ||
| BRKB | $466.363 | 0,26% | 932 | $14.957 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $463.152 | 0,25% | 3.604 | $32.269 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $451.893 | 0,25% | 1.896 | $-31.918 | Turun ×2 | ||
| UNP Union Pacific Corporation Common Stock | $387.677 | 0,21% | 1.425 | $42.108 | Naik ×6 | ||
| ORCL Oracle Corporation Common Stock | $385.198 | 0,21% | 2.628 | $-418 | Naik ×2 | ||
| SPY SPY | $349.178 | 0,19% | 468 | $133.433 | Naik ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $348.240 | 0,19% | 960 | $27.965 | |||
| IWD | $342.311 | 0,19% | 1.412 | $40.609 | |||
| LOW Lowe's Companies, Inc. Common Stock | $313.893 | 0,17% | 1.424 | $-21.746 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $300.317 | 0,17% | 804 | $72.301 | |||
| RTX RTX Corporation Common Stock | $298.198 | 0,16% | 1.572 | $9.239 | Naik ×4 | ||
| PM Philip Morris International Inc Common Stock | $297.224 | 0,16% | 1.643 | $9.315 | Turun ×3 | ||
| DTD | $279.647 | 0,15% | 2.999 | $20.653 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $276.826 | 0,15% | 1.914 | $47.577 | Turun ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $264.753 | 0,15% | 842 | $23.714 | Naik ×4 | ||
| FNDF | $263.635 | 0,14% | 4.997 | $20.185 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $252.859 | 0,14% | 1.210 | ||||
| IXUS iShares Core MSCI Total International Stock ETF | $250.962 | 0,14% | 2.630 | Naik ×1 | |||
| SDY | $242.103 | 0,13% | 1.591 | $-42.620 | Turun ×3 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $232.836 | 0,13% | 11.925 | $-26.542 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $232.603 | 0,13% | 1.980 | Naik ×1 | |||
| IBDZ | $228.507 | 0,13% | 8.772 | $-8.652 | Turun ×2 | ||
| AMGN Amgen Inc. - Common Stock | $225.989 | 0,12% | 624 | $7.254 | Naik ×2 | ||
| SPYV | $221.458 | 0,12% | 3.643 | $16.032 | Naik ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $219.457 | 0,12% | 5.970 | $-16.604 | Turun ×2 | ||
| VLO Valero Energy Corporation Common Stock | $214.548 | 0,12% | 824 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $212.147 | 0,12% | 1.447 | $-106.679 | Turun ×4 | ||
| VTV | $210.545 | 0,12% | 966 | Naik ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $208.146 | 0,11% | 814 | Naik ×1 | |||
| V Visa Inc. | $203.770 | 0,11% | 594 | $-11.054 | Turun ×1 | ||
| VB | $203.453 | 0,11% | 671 | Naik ×1 | |||
| 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 |
|---|---|---|---|
| BSCU | $6.286.360 | 3,46% | naik ×6 |
| VYM | $4.069.513 | 2,24% | naik ×6 |
| VFMO | $3.692.671 | 2,03% | naik ×6 |
| BIV | $3.651.021 | 2,01% | naik ×6 |
| BSCV | $2.964.857 | 1,63% | naik ×6 |
| SCHV | $2.916.799 | 1,60% | naik ×6 |
| SCHF | $2.742.720 | 1,51% | naik ×6 |
| IJR | $2.579.743 | 1,42% | naik ×6 |
| IBDY | $1.617.774 | 0,89% | naik ×4 |
| SCHM | $1.546.463 | 0,85% | naik ×4 |
| VO | $1.366.318 | 0,75% | naik ×6 |
| GLD | $978.786 | 0,54% | naik ×4 |
| BSCX | $978.574 | 0,54% | naik ×4 |
| SO | $700.848 | 0,39% | naik ×3 |
| KO | $690.931 | 0,38% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHX | Dipangkas | -2K | +$2.2M |
| SCHA | Dipangkas | -257 | +$1.4M |
| SCHG | Dipangkas | -2K | +$1.4M |
| IVV | Dipangkas | -176 | +$942K |
| VFMO | Beli lebih banyak | +558 | +$886K |
| FNDX | Beli lebih banyak | +10K | +$867K |
| SPDW | Beli lebih banyak | +2K | +$772K |
| IJR | Beli lebih banyak | +2K | +$660K |
| SPYG | Beli lebih banyak | +14 | +$583K |
| QQQ | Beli lebih banyak | +370 | +$579K |
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 |
|---|---|---|---|---|
| BSJP | 31 Des. 2025 | 41.993 | $968.362 | Tidak lagi dilacak |
| BSCP | 31 Des. 2025 | 18.302 | $378.730 | Tidak lagi dilacak |
| TLT | 31 Maret 2026 | 3.983 | $347.170 | |
| GL | 31 Maret 2025 | 2.340 | $260.957 | 30,7% |
| PEP | 31 Maret 2025 | 1.509 | $229.498 | -4,9% |
| FNDA | 30 Juni 2025 | 8.213 | $224.967 | Tidak lagi dilacak |
| DUK | 30 Juni 2026 | 1.718 | $224.944 | -3,5% |
| OKE | 30 Juni 2025 | 2.233 | $221.574 | 16,1% |
| EFA | 31 Des. 2025 | 2.282 | $213.070 | Tidak lagi dilacak |
| AMGN | 30 Juni 2025 | 682 | $212.507 | 56,2% |
| MS | 31 Maret 2026 | 1.187 | $210.904 | 28,6% |
| META | 31 Des. 2025 | 280 | $205.925 | -16,9% |
| AXP | 31 Maret 2026 | 550 | $203.772 | 10,8% |