Wise Wealth Partners
Nilai portofolio QoQ: -20.3% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas65,53%
Bobot 25 kepemilikan teratas90,55%
Posisi di atas 1%23
Jumlah posisi efektif12,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 27,34% Perkiraan pembelian $18.138.372 · penjualan $36.653.972
Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q2 2026 · 55,8% masih dipegang
Posisi baru9
Meningkat12
Menurun14
Tertutup19
Nilai Portofolio
$58.8M
Posisi
43
Per tanggal
30 Juni 2026 Data per Q2 2026
Rincian sektor
Portofolio lengkap 43 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $13.683.884 | 23,26% | 155.711 | $-5.808.903 | Turun ×2 | ||
| AGG | $4.079.082 | 6,93% | 41.211 | $-924.738 | Turun ×1 | ||
| VGSH | $3.549.385 | 6,03% | 60.986 | Naik ×1 | |||
| VTV | $2.949.241 | 5,01% | 13.533 | $269.154 | Turun ×1 | ||
| FBND | $2.892.982 | 4,92% | 63.596 | Naik ×1 | |||
| SPDN | $2.592.113 | 4,41% | 298.975 | Naik ×1 | |||
| VXUS | $2.459.120 | 4,18% | 28.765 | Naik ×1 | |||
| QQQD | $2.292.397 | 3,90% | 173.666 | $-1.163.952 | Turun ×1 | ||
| SCHD | $2.066.699 | 3,51% | 65.175 | Naik ×1 | |||
| CGMM | $1.990.994 | 3,38% | 60.388 | $238.523 | Naik ×3 | ||
| SPTI | $1.835.087 | 3,12% | 64.638 | Naik ×1 | |||
| QQQ | $1.638.760 | 2,79% | 2.225 | $308.995 | Turun ×1 | ||
| GLL | $1.563.229 | 2,66% | 57.940 | $302.397 | Turun ×1 | ||
| IVLU | $1.426.334 | 2,42% | 34.107 | $594.750 | Naik ×1 | ||
| SCHY | $1.273.801 | 2,16% | 40.145 | Naik ×1 | |||
| GLD | $865.176 | 1,47% | 2.349 | $-5.286.037 | Turun ×1 | ||
| VTI | $862.339 | 1,47% | 2.330 | $95.540 | Turun ×1 | ||
| JPM | $790.534 | 1,34% | 2.415 | $80.109 | |||
| BRK-B | $737.726 | 1,25% | 1.474 | $92 | Turun ×1 | ||
| SPTM | $690.222 | 1,17% | 7.602 | $89.363 | Naik ×6 | ||
| IWR | $680.649 | 1,16% | 6.170 | $80.763 | |||
| GOVT | $619.968 | 1,05% | 27.215 | $-20.426 | Turun ×1 | ||
| MMM | $615.538 | 1,05% | 3.802 | $63.413 | |||
| QUAL | $575.517 | 0,98% | 2.623 | $-418.852 | Turun ×1 | ||
| V | $546.745 | 0,93% | 1.594 | $89.580 | Naik ×1 | ||
| RSP | $524.918 | 0,89% | 2.467 | $144.135 | Naik ×2 | ||
| CVX | $513.805 | 0,87% | 3.100 | $-127.522 | |||
| MUB | $425.160 | 0,72% | 3.951 | $8.476 | Naik ×1 | ||
| MA | $405.254 | 0,69% | 789 | $11.000 | |||
| CMF | $343.449 | 0,58% | 5.959 | $6.960 | Naik ×6 | ||
| XOM | $324.948 | 0,55% | 2.377 | $-78.290 | |||
| SUB | $320.754 | 0,55% | 3.013 | $1.939 | Naik ×6 | ||
| VYMI | $299.503 | 0,51% | 3.050 | $-3.224.717 | Turun ×1 | ||
| VO | $294.645 | 0,50% | 3.657 | $57.823 | Naik ×2 | ||
| SPYV | $287.876 | 0,49% | 4.736 | $19.977 | Naik ×2 | ||
| VB | $275.506 | 0,47% | 909 | $62.886 | Naik ×1 | ||
| FDL | $256.292 | 0,44% | 5.267 | $-11.272 | |||
| IWF | $236.023 | 0,40% | 1.901 | $-293.507 | Naik ×1 | ||
| KO | $215.843 | 0,37% | 2.656 | $13.863 | |||
| Penerbit tidak dikenal (CUSIP: 438516205) | $214.562 | 0,36% | 924 | Naik ×1 | |||
| IXUS | $212.434 | 0,36% | 2.226 | $-267.884 | Turun ×1 | ||
| GOOG | $204.635 | 0,35% | 579 | $-1.012.272 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $204.278 | 0,35% | 924 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VGSH | $3.549.385 | 60.986 | 6,03% |
| FBND | $2.892.982 | 63.596 | 4,92% |
| SPDN | $2.592.113 | 298.975 | 4,41% |
| VXUS | $2.459.120 | 28.765 | 4,18% |
| SCHD | $2.066.699 | 65.175 | 3,51% |
| SPTI | $1.835.087 | 64.638 | 3,12% |
| SCHY | $1.273.801 | 40.145 | 2,16% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $214.562 | 924 | 0,36% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $204.278 | 924 | 0,35% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Dipangkas | -99K | -$5.8M |
| QQQD | Dipangkas | -61K | -$1.2M |
| AGG | Dipangkas | -9K | -$925K |
| IVLU | Beli lebih banyak | +13K | +$595K |
| QUAL | Dipangkas | -3K | -$419K |
| QQQ | Dipangkas | -79 | +$309K |
| GLL | Dipangkas | -5K | +$302K |
| IWF | Beli lebih banyak | +659 | -$294K |
| VTV | Dipangkas | -127 | +$269K |
| IXUS | Dipangkas | -3K | -$268K |
3 positions 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 |
|---|---|---|---|---|
| IDMO | 30 Juni 2026 | 56.347 | $3.090.083 | |
| CGCP | 30 Juni 2025 | 110.461 | $2.479.847 | |
| HEQT | 30 Juni 2025 | 75.376 | $2.153.876 | |
| FDVV | 30 Juni 2025 | 42.847 | $2.125.218 | |
| FDHY | 30 Juni 2026 | 36.557 | $1.774.477 | |
| DFGP | 31 Des. 2025 | 30.603 | $1.700.625 | |
| VDC | 30 Sep. 2025 | 6.912 | $1.513.692 | |
| CGCP | 30 Juni 2026 | 58.158 | $1.299.255 | |
| MBND | 31 Des. 2025 | 45.566 | $1.246.530 | |
| IWD | 30 Juni 2026 | 4.839 | $1.034.000 | |
| NVDA | 30 Juni 2026 | 5.594 | $975.626 | 19,4% |
| AVGO | 30 Juni 2026 | 2.658 | $822.745 | -4,0% |
| IWP | 30 Juni 2026 | 6.211 | $795.784 | -2,9% |
| AMZN | 30 Juni 2026 | 3.523 | $733.804 | 5,5% |
| IEFA | 30 Juni 2026 | 7.981 | $722.551 | |
| LLY | 30 Juni 2026 | 755 | $694.281 | -4,7% |
| XMHQ | 30 Juni 2025 | 7.568 | $692.714 | |
| BND | 30 Juni 2026 | 9.330 | $687.069 | |
| GDXJ | 31 Des. 2025 | 6.397 | $633.495 | -0,9% |
| IWM | 30 Juni 2026 | 2.378 | $589.822 | -5,7% |
| VGLT | 30 Juni 2025 | 10.029 | $577.755 | |
| CRWD | 30 Juni 2026 | 1.430 | $558.297 | 42,9% |
| PLTR | 30 Juni 2025 | 6.146 | $518.721 | 38,9% |
| AMD | 30 Juni 2026 | 2.414 | $491.080 | 8,8% |
| IDYN | 31 Des. 2025 | 5.544 | $457.810 | |
| MSFT | 31 Maret 2026 | 943 | $456.284 | 41,9% |
| IXUS | 30 Sep. 2025 | 5.544 | $428.594 | |
| HON | 30 Juni 2026 | 1.848 | $417.704 | -4,4% |
| AAPL | 30 Juni 2026 | 1.598 | $405.519 | 15,0% |
| META | 30 Juni 2026 | 664 | $380.124 | 31,7% |
| MSTR | 31 Des. 2025 | 1.096 | $353.284 | 8,2% |
| HD | 31 Des. 2025 | 739 | $299.440 | -18,3% |
| BAC | 30 Juni 2026 | 5.845 | $284.925 | -5,2% |
| UTES | 30 Juni 2026 | 3.265 | $260.870 | |
| TSLA | 30 Juni 2025 | 999 | $258.985 | 19,2% |
| TYL | 30 Sep. 2025 | 367 | $217.572 | -37,2% |