Winning Points Advisors, LLC
CIK 1793399 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $75.9M
- Posisi
- 42
- Per tanggal
- 30 Juni 2026
#8.529 dari 9.443 berdasarkan nilai 13F · top 90.3%
Nilai portofolio QoQ: -24.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 75,36%
- Bobot 25 kepemilikan teratas
- 92,88%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 4,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,67% Perkiraan pembelian $1.468.105 · penjualan $2.215.628
- Posisi baru
- 4
- Meningkat
- 7
- Menurun
- 13
- Tertutup
- 4
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
47,4%
Financials
13,1%
Healthcare
8,8%
Retail
5,6%
Consumer products
3,6%
Energy
3,0%
Consumer Staples
2,5%
Materials
2,2%
Logistics & Transportation
1,8%
Industrials
1,6%
Financial Services
1,4%
Consumer Discretionary
1,1%
Communications
0,4%
Communication Services
0,4%
Lainnya/Tidak terpetakan
7,3%
Portofolio lengkap 42 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $32.884.667 | 43,34% | 159.304 | $-7.290.801 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $5.763.633 | 7,60% | 166.152 | $-2.104.700 | Naik ×1 | ||
| STEW SRH Total Return Fund, Inc. Common Stock | $3.079.962 | 4,06% | 172.065 | $-34.341 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.867.738 | 3,78% | 20.661 | $-3.307.876 | Turun ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.724.278 | 3,59% | 18.578 | $40.872 | |||
| MSFT Microsoft Corporation - Common Stock | $2.545.769 | 3,36% | 14.475 | $-2.865.821 | Turun ×2 | ||
| IBRX ImmunityBio, Inc. - Common Stock | $2.287.314 | 3,01% | 726.258 | $-3.029.991 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.785.158 | 2,35% | 15.762 | $-173.085 | Naik ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1.652.736 | 2,18% | 4.800 | $114.096 | |||
| ABBV AbbVie Inc. Common Stock | $1.586.439 | 2,09% | 6.304 | $111.987 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.563.185 | 2,06% | 6.155 | $32.013 | Turun ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1.360.854 | 1,79% | 13.659 | $12.083 | Turun ×1 | ||
| VOO | $1.327.613 | 1,75% | 1.933 | $172.541 | |||
| XOM Exxon Mobil Corporation Common Stock | $1.054.111 | 1,39% | 15.310 | $-1.514.310 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.019.598 | 1,34% | 2.891 | $78.644 | Naik ×1 | ||
| TGT Target Corporation Common Stock | $816.574 | 1,08% | 6.252 | $58.832 | |||
| MCD McDonald's Corporation Common Stock | $799.307 | 1,05% | 3.957 | $-396.620 | Naik ×1 | ||
| PM Philip Morris International Inc Common Stock | $786.778 | 1,04% | 4.349 | $67.714 | |||
| UBS UBS Group AG Registered Ordinary Shares | $777.497 | 1,02% | 30.688 | $-790.309 | Turun ×2 | ||
| WFC Wells Fargo & Company Common Stock | $727.728 | 0,96% | 35.906 | $-2.154.868 | |||
| BP BP p.l.c. Common Stock | $693.322 | 0,91% | 18.764 | $-197.150 | Turun ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $621.028 | 0,82% | 10.778 | $-32.658 | |||
| ABT Abbott Laboratories Common Stock | $607.141 | 0,80% | 6.691 | $-79.824 | |||
| MO Altria Group, Inc. | $591.794 | 0,78% | 8.225 | $39.320 | Turun ×2 | ||
| CVX Chevron Corporation Common Stock | $540.543 | 0,71% | 5.261 | $-534.006 | Turun ×1 | ||
| MMM 3M Company Common Stock | $523.293 | 0,69% | 3.232 | $53.910 | |||
| RTX RTX Corporation Common Stock | $493.298 | 0,65% | 2.600 | $-8.242 | |||
| KO Coca-Cola Company (The) Common Stock | $480.956 | 0,63% | 5.918 | $30.892 | |||
| CALF | $430.640 | 0,57% | 8.509 | $48.841 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339.334 | 0,45% | 1.539 | $-49.110 | Turun ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $337.053 | 0,44% | 1.021 | $39.248 | |||
| RSP | $333.512 | 0,44% | 1.567 | $25.228 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $287.542 | 0,38% | 2.448 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $286.502 | 0,38% | 811 | $53.915 | |||
| NVDA NVIDIA Corporation - Common Stock | $280.277 | 0,37% | 1.401 | $36.079 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $269.746 | 0,36% | 288 | $-17.515 | |||
| TXN Texas Instruments Incorporated - Common Stock | $268.263 | 0,35% | 900 | Naik ×1 | |||
| AXP American Express Company Common Stock | $253.688 | 0,33% | 750 | $26.828 | |||
| IVV | $250.583 | 0,33% | 335 | $32.015 | |||
| BMO Bank Of Montreal Common Stock | $247.380 | 0,33% | 1.400 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $212.980 | 0,28% | 200 | Naik ×1 | |||
| AOD abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $109.802 | 0,14% | 10.650 | $11.715 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Beli lebih banyak | +1K | -$7.3M |
| JPM | Dipangkas | -274 | -$3.3M |
| IBRX | Beli lebih banyak | +3K | -$3.0M |
| MSFT | Dipangkas | -149 | -$2.9M |
| WFC | Hanya pergerakan harga | +0 | -$2.2M |
| BAC | Beli lebih banyak | +5K | -$2.1M |
| XOM | Dipangkas | -286 | -$1.5M |
| UBS | Dipangkas | -9K | -$790K |
| CVX | Dipangkas | -36 | -$534K |
| MCD | Beli lebih banyak | +100 | -$397K |
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 |
|---|---|---|---|---|
| MGM | 30 Juni 2026 | 22.972 | $850.194 | -10,4% |
| DEO | 30 Juni 2026 | 3.450 | $257.213 | 16,4% |
| LMT | 30 Juni 2026 | 347 | $209.723 | 14,5% |
| PEP | 30 Juni 2026 | 1.290 | $200.324 | 5,0% |
| BRKB | 31 Maret 2026 | 3.138 | $572 | Tidak lagi dilacak |
| BLKXXXX | 31 Maret 2026 | 328 | $351 | Tidak lagi dilacak |