Wright Wealth LLC
CIK 2046147 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $151.6M
- Posisi
- 54
- Per tanggal
- 30 Juni 2026
#7.352 dari 9.443 berdasarkan nilai 13F · top 77.9%
Nilai portofolio QoQ: +3.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 68,44%
- Bobot 25 kepemilikan teratas
- 96,05%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 16,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,05% Perkiraan pembelian $7.532.196 · penjualan $14.829.679
- Posisi baru
- 3
- Meningkat
- 24
- Menurun
- 18
- Tertutup
- 13
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
Real Estate
4,7%
Communication Services
2,9%
Financials
0,4%
Technology
0,4%
Retail
0,4%
Materials
0,3%
Energy
0,2%
Financial Services
0,1%
Industrials
0,1%
Telecommunication
0,0%
Consumer Staples
0,0%
Utilities
0,0%
Lainnya/Tidak terpetakan
90,4%
Portofolio lengkap 54 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| RSSB | $18.929.982 | 12,49% | 615.409 | $2.763.637 | Naik ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $18.670.187 | 12,31% | 320.794 | $794.074 | Naik ×2 | ||
| AVIV | $9.675.030 | 6,38% | 124.968 | $684.834 | Naik ×2 | ||
| DGRO | $9.520.574 | 6,28% | 125.618 | $1.371.019 | Naik ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $9.134.653 | 6,02% | 181.857 | $467.812 | Naik ×2 | ||
| FRDM | $8.206.403 | 5,41% | 112.571 | $1.478.444 | Turun ×1 | ||
| VEA | $8.133.882 | 5,36% | 114.160 | $1.184.446 | Naik ×2 | ||
| AVUV | $7.423.842 | 4,90% | 59.505 | $920.432 | Naik ×2 | ||
| GCC | $7.143.194 | 4,71% | 315.373 | $-89.810 | Naik ×2 | ||
| VOO | $6.925.996 | 4,57% | 10.084 | $1.438.294 | Naik ×2 | ||
| NLY Annaly Capital Management Inc. Common Stock | $6.814.188 | 4,49% | 304.749 | $743.102 | Naik ×2 | ||
| IEFA | $5.324.785 | 3,51% | 55.133 | $368.955 | Naik ×2 | ||
| RSSY | $4.859.236 | 3,20% | 190.364 | $540.711 | Turun ×1 | ||
| RSST | $4.647.060 | 3,06% | 142.155 | $601.278 | Turun ×1 | ||
| SPYM | $3.811.394 | 2,51% | 43.370 | $562.020 | Naik ×2 | ||
| RSBT | $2.695.284 | 1,78% | 141.559 | $128.236 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.529.707 | 1,67% | 7.160 | $473.318 | Turun ×2 | ||
| EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock | $1.995.683 | 1,32% | 39.834 | $-109.141 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.926.874 | 1,27% | 5.392 | $376.403 | |||
| UTG | $1.824.460 | 1,20% | 44.805 | $64.520 | |||
| JPC Nuveen Preferred & Income Opportunities Fund | $1.655.501 | 1,09% | 210.089 | $191.391 | Naik ×2 | ||
| NTSX | $1.046.248 | 0,69% | 17.718 | $115.423 | Turun ×2 | ||
| SUB | $1.039.147 | 0,69% | 9.760 | $105.568 | Naik ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $955.296 | 0,63% | 9.338 | $62.412 | Turun ×2 | ||
| VIG | $739.674 | 0,49% | 3.126 | $101.376 | Naik ×2 | ||
| DFSV | $645.083 | 0,43% | 16.630 | $67.033 | Naik ×2 | ||
| DNN | $610.571 | 0,40% | 199.533 | $-93.780 | |||
| JPM JP Morgan Chase & Co. Common Stock | $577.410 | 0,38% | 1.764 | $565.938 | Naik ×1 | ||
| EFV | $487.241 | 0,32% | 6.365 | $3.222 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $390.197 | 0,26% | 1.046 | $-9.595 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $334.330 | 0,22% | 2.952 | $318.049 | Naik ×1 | ||
| WELL Welltower Inc. Common Stock | $287.117 | 0,19% | 1.265 | $285.535 | Naik ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $253.884 | 0,17% | 3.092 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $240.368 | 0,16% | 1.009 | $232.454 | Naik ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $237.102 | 0,16% | 6.450 | $-6.966 | |||
| LRGF | $236.949 | 0,16% | 3.133 | $471 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $229.673 | 0,15% | 1.148 | $171.598 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $225.536 | 0,15% | 223 | $18.268 | Turun ×1 | ||
| SIVR | $215.110 | 0,14% | 3.826 | $-129.387 | Turun ×2 | ||
| RKLB Rocket Lab Corporation - Common Stock | $203.300 | 0,13% | 2.000 | Naik ×1 | |||
| IWF | $202.644 | 0,13% | 1.632 | $-8.678 | Naik ×1 | ||
| NTR Nutrien Ltd. Common Shares | $202.447 | 0,13% | 3.216 | $-40.232 | |||
| AEM Agnico Eagle Mines Limited Common Stock | $201.669 | 0,13% | 1.300 | $-62.205 | |||
| NXE Nexgen Energy Ltd. Common Shares | $99.111 | 0,07% | 10.555 | $-23.327 | |||
| AAPL Apple Inc. - Common Stock | $44.031 | 0,03% | 152 | $-10.203.655 | Turun ×2 | ||
| IBM International Business Machines Corporation Common Stock | $17.997 | 0,01% | 64 | $6.362 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $16.270 | 0,01% | 119 | $-1.063.518 | Turun ×2 | ||
| T AT&T Inc. | $9.522 | 0,01% | 460 | $-301.422 | Turun ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $8.383 | 0,01% | 198 | $-291.160 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $6.386 | 0,00% | 25 | Naik ×1 | |||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $3.499 | 0,00% | 42 | $-339.470 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.990 | 0,00% | 11 | $171 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1.013 | 0,00% | 8 | $-237.167 | Turun ×2 | ||
| RIO Rio Tinto Plc Common Stock | $570 | 0,00% | 6 | $10 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| RSSB | Beli lebih banyak | +21K | +$2.8M |
| FRDM | Dipangkas | -11K | +$1.5M |
| VOO | Beli lebih banyak | +900 | +$1.4M |
| DGRO | Beli lebih banyak | +9K | +$1.4M |
| VEA | Beli lebih banyak | +6K | +$1.2M |
| AVUV | Beli lebih banyak | +635 | +$920K |
| VGSH | Beli lebih banyak | +15K | +$794K |
| NLY | Beli lebih banyak | +18K | +$743K |
| AVIV | Beli lebih banyak | +5K | +$685K |
| RSST | Dipangkas | -907 | +$601K |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
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 |
|---|---|---|---|---|
| CCJ | 31 Maret 2026 | 46.011 | $4.209.546 | -10,4% |
| TSLA | 31 Maret 2026 | 1.652 | $742.937 | -9,0% |
| SO | 31 Maret 2026 | 4.721 | $411.688 | -4,0% |
| MGC | 31 Maret 2026 | 1.575 | $395.596 | Tidak lagi dilacak |
| SPGI | 31 Maret 2026 | 638 | $333.412 | 0,4% |
| VTI | 31 Maret 2026 | 810 | $271.650 | Tidak lagi dilacak |
| ORCL | 31 Maret 2026 | 1.160 | $226.164 | -5,4% |
| MDT | 31 Maret 2026 | 2.340 | $224.780 | 8,2% |
| AXP | 31 Maret 2026 | 567 | $209.714 | 13,3% |
| KO | 31 Maret 2026 | 2.937 | $205.346 | 18,2% |
| HD | 31 Maret 2026 | 588 | $202.383 | 5,6% |
| CRMD | 31 Maret 2026 | 11.905 | $138.455 | 21,5% |
| F | 31 Maret 2026 | 10.541 | $138.296 | 24,0% |