Yardley Wealth Management LLC
Nilai portofolio QoQ: +12.8% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,3% Perkiraan pembelian $9.455.980 · penjualan $2.691.149
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 84,1% masih dipegang
Rincian sektor
Portofolio lengkap 37 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAU | $37.813.958 | 17,18% | 731.553 | $5.668.492 | Naik ×3 | ||
| AVDE | $28.469.768 | 12,93% | 319.168 | $2.598.302 | Naik ×2 | ||
| FRDM | $17.689.711 | 8,04% | 242.657 | $2.632.710 | Turun ×6 | ||
| DFNM | $15.862.824 | 7,21% | 328.185 | $495.841 | Naik ×4 | ||
| DFGX | $13.559.117 | 6,16% | 252.993 | $1.345.372 | Naik ×3 | ||
| DFIP | $12.997.789 | 5,90% | 315.060 | $977.207 | Naik ×3 | ||
| DFCF | $12.152.596 | 5,52% | 287.908 | $871.842 | Naik ×3 | ||
| DFSD | $10.981.579 | 4,99% | 229.981 | $1.001.720 | Naik ×3 | ||
| DFUS | $9.660.600 | 4,39% | 117.898 | $1.476.344 | Naik ×2 | ||
| DISV | $9.500.597 | 4,32% | 236.745 | $514.893 | Naik ×1 | ||
| AVUV | $9.114.588 | 4,14% | 73.057 | $1.025.855 | Turun ×1 | ||
| DFAS | $9.055.877 | 4,11% | 109.981 | $1.335.094 | Naik ×1 | ||
| AVLV | $8.844.060 | 4,02% | 96.964 | $1.142.206 | Naik ×3 | ||
| AVGE | $3.352.553 | 1,52% | 33.830 | $402.034 | Naik ×6 | ||
| DFGR | $3.296.512 | 1,50% | 113.791 | $429.067 | Naik ×3 | ||
| SPY | $2.846.315 | 1,29% | 3.812 | $367.627 | Naik ×1 | ||
| DFAC | $2.486.292 | 1,13% | 56.048 | $1.633.351 | Naik ×1 | ||
| IWV | $2.448.118 | 1,11% | 5.741 | $318.055 | Turun ×4 | ||
| MUB | $1.303.688 | 0,59% | 12.114 | $17.532 | Turun ×3 | ||
| LMT | $1.129.676 | 0,51% | 2.217 | $-201.526 | Naik ×6 | ||
| EFA | $925.052 | 0,42% | 8.905 | $60.109 | |||
| IWN | $724.430 | 0,33% | 3.275 | $103.522 | |||
| AVUS | $656.154 | 0,30% | 5.123 | $86.578 | |||
| VTI | $649.051 | 0,29% | 1.754 | $86.350 | |||
| DFSV | $487.570 | 0,22% | 12.569 | $47.136 | |||
| DCOR | $475.976 | 0,22% | 5.806 | $49.406 | Turun ×2 | ||
| IYW | $472.175 | 0,21% | 1.872 | $46.382 | Turun ×3 | ||
| AAPL | $469.241 | 0,21% | 1.622 | $57.707 | |||
| VEA | $349.197 | 0,16% | 4.901 | $-14.842 | Turun ×5 | ||
| AMZN | $331.293 | 0,15% | 1.390 | $41.797 | |||
| QQQ | $324.315 | 0,15% | 440 | $30.873 | Turun ×4 | ||
| VOO | $322.801 | 0,15% | 470 | $29.403 | Turun ×1 | ||
| IVV | $320.525 | 0,15% | 428 | $23.314 | Turun ×1 | ||
| IWP | $318.589 | 0,14% | 2.176 | $36.725 | Turun ×1 | ||
| VCR | $270.092 | 0,12% | 681 | $25.592 | |||
| MSFT | $248.778 | 0,11% | 667 | $2.093 | Naik ×1 | ||
| AVEM | $208.708 | 0,09% | 2.163 | 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 |
|---|---|---|---|
| DFAU | $37.813.958 | 17,18% | naik ×3 |
| DFNM | $15.862.824 | 7,21% | naik ×4 |
| DFGX | $13.559.117 | 6,16% | naik ×3 |
| DFIP | $12.997.789 | 5,90% | naik ×3 |
| DFCF | $12.152.596 | 5,52% | naik ×3 |
| DFSD | $10.981.579 | 4,99% | naik ×3 |
| AVLV | $8.844.060 | 4,02% | naik ×3 |
| AVGE | $3.352.553 | 1,52% | naik ×6 |
| DFGR | $3.296.512 | 1,50% | naik ×3 |
| LMT | $1.129.676 | 0,51% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AVEM | $208.708 | 2.163 | 0,09% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAU | Beli lebih banyak | +19K | +$5.7M |
| FRDM | Dipangkas | -33K | +$2.6M |
| AVDE | Beli lebih banyak | +14K | +$2.6M |
| DFAC | Beli lebih banyak | +34K | +$1.6M |
| DFUS | Beli lebih banyak | +2K | +$1.5M |
| DFGX | Beli lebih banyak | +20K | +$1.3M |
| DFAS | Beli lebih banyak | +1K | +$1.3M |
| AVLV | Beli lebih banyak | +1K | +$1.1M |
| AVUV | Dipangkas | -164 | +$1.0M |
| DFSD | Beli lebih banyak | +22K | +$1.0M |
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.