Abich Financial Wealth Management LLC
CIK 2011645 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $280.9M
- ポジション
- 655
- 時点
- 2025年9月30日 Q3 2025時点のデータ
13F価値別で9,443件中 #5,372 位 · 56.9% トップ
- 上位10銘柄のウェイト
- 70.46%
- 上位25銘柄のウェイト
- 79.01%
- 1%超のポジション
- 11
- 実効ポジション数
- 14.6
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 655
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Technology
5.2%
Industrials
2.2%
Healthcare
2.1%
Financials
2.0%
Consumer Discretionary
1.4%
Energy
1.4%
Financial Services
1.2%
Retail
1.1%
Communication Services
0.9%
Real Estate
0.8%
Materials
0.5%
Consumer Staples
0.5%
Telecommunication
0.4%
Consumer products
0.3%
Utilities
0.2%
Communications
0.1%
Diversified Consumer Services
0.1%
Packaging
0.0%
Logistics & Transportation
0.0%
その他/マッピングなし
79.6%
ポートフォリオ全体 655 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| BIL | $48,064,614 | 17.11% | 523,865 | 上昇 ×1 | |||
| VGK | $33,276,201 | 11.85% | 416,995 | 上昇 ×1 | |||
| SPY SPY | $22,372,989 | 7.96% | 33,584 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $20,519,446 | 7.30% | 34,178 | 上昇 ×1 | |||
| SPMD | $18,032,579 | 6.42% | 315,310 | 上昇 ×1 | |||
| VTV | $14,472,370 | 5.15% | 77,604 | 上昇 ×1 | |||
| PRIV | $12,143,449 | 4.32% | 476,027 | 上昇 ×1 | |||
| SPEM | $11,694,964 | 4.16% | 249,839 | 上昇 ×1 | |||
| VUG | $10,293,390 | 3.66% | 21,462 | 上昇 ×1 | |||
| SPSM | $7,069,405 | 2.52% | 152,621 | 上昇 ×1 | |||
| FLJP | $5,562,708 | 1.98% | 160,958 | 上昇 ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,344,900 | 0.83% | 23,286 | 上昇 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $1,806,025 | 0.64% | 27,785 | 上昇 ×1 | |||
| ETHA iShares Ethereum Trust ETF | $1,748,994 | 0.62% | 55,506 | 上昇 ×1 | |||
| MCD McDonald's Corporation Common Stock | $1,697,078 | 0.60% | 5,585 | 上昇 ×1 | |||
| GLD | $1,672,486 | 0.60% | 4,705 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1,484,828 | 0.53% | 2,867 | 上昇 ×1 | |||
| SPTS | $1,320,485 | 0.47% | 45,037 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1,268,686 | 0.45% | 6,800 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $1,155,931 | 0.41% | 4,540 | 上昇 ×1 | |||
| SPTI | $1,155,451 | 0.41% | 39,981 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $813,317 | 0.29% | 2,882 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $700,434 | 0.25% | 1,575 | 上昇 ×1 | |||
| SPSB | $660,807 | 0.24% | 21,816 | 上昇 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $625,929 | 0.22% | 5,639 | 上昇 ×1 | |||
| CIFR Cipher Mining Inc. - Common Stock | $589,338 | 0.21% | 46,810 | 上昇 ×1 | |||
| MBB iShares MBS ETF | $585,077 | 0.21% | 6,149 | 上昇 ×1 | |||
| CVX Chevron Corporation Common Stock | $576,119 | 0.21% | 3,710 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $574,395 | 0.20% | 5,094 | 上昇 ×1 | |||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $560,488 | 0.20% | 41,734 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $535,113 | 0.19% | 3,198 | 上昇 ×1 | |||
| MET MetLife, Inc. Common Stock | $502,210 | 0.18% | 6,097 | 上昇 ×1 | |||
| COIN Coinbase Global, Inc. - 3Class A Common Stock | $498,135 | 0.18% | 1,476 | 上昇 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $493,629 | 0.18% | 2,706 | 上昇 ×1 | |||
| CACI CACI International, Inc. Class A Common Stock | $488,804 | 0.17% | 980 | 上昇 ×1 | |||
| AU AngloGold Ashanti PLC Ordinary Shares | $466,569 | 0.17% | 6,634 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $461,544 | 0.16% | 1,399 | 上昇 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $459,995 | 0.16% | 10,199 | 上昇 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $459,354 | 0.16% | 2,745 | 上昇 ×1 | |||
| SCCO Southern Copper Corporation Common Stock | $448,425 | 0.16% | 3,695 | 上昇 ×1 | |||
| MO Altria Group, Inc. | $445,065 | 0.16% | 6,737 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $435,093 | 0.15% | 5,184 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $434,870 | 0.15% | 1,541 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $434,736 | 0.15% | 1,546 | 上昇 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $434,581 | 0.15% | 17,056 | 上昇 ×1 | |||
| EOG EOG Resources, Inc. Common Stock | $423,926 | 0.15% | 3,781 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $414,015 | 0.15% | 1,199 | 上昇 ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $411,212 | 0.15% | 6,132 | 上昇 ×1 | |||
| ACGL Arch Capital Group Ltd. - Common Stock | $410,735 | 0.15% | 4,527 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $408,839 | 0.15% | 1,862 | 上昇 ×1 | |||
| T AT&T Inc. | $406,479 | 0.14% | 14,394 | 上昇 ×1 | |||
| IWD | $406,162 | 0.14% | 1,995 | 上昇 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $400,236 | 0.14% | 9,107 | 上昇 ×1 | |||
| VLO Valero Energy Corporation Common Stock | $397,557 | 0.14% | 2,335 | 上昇 ×1 | |||
| SPTL | $394,359 | 0.14% | 14,633 | 上昇 ×1 | |||
| TIP | $388,825 | 0.14% | 3,496 | 上昇 ×1 | |||
| ADBE Adobe Inc. - Common Stock | $388,025 | 0.14% | 1,100 | 上昇 ×1 | |||
| CORZ Core Scientific, Inc. - Common Stock | $385,782 | 0.14% | 21,504 | 上昇 ×1 | |||
| COP ConocoPhillips Common Stock | $384,981 | 0.14% | 4,070 | 上昇 ×1 | |||
| F Ford Motor Company Common Stock | $382,739 | 0.14% | 32,002 | 上昇 ×1 | |||
| USB U.S. Bancorp Common Stock | $367,018 | 0.13% | 7,594 | 上昇 ×1 | |||
| SYY Sysco Corporation Common Stock | $366,264 | 0.13% | 4,448 | 上昇 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $360,668 | 0.13% | 2,168 | 上昇 ×1 | |||
| SPHY | $359,914 | 0.13% | 15,034 | 上昇 ×1 | |||
| PSA Public Storage Common Stock | $352,686 | 0.13% | 1,221 | 上昇 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $350,396 | 0.12% | 11,152 | 上昇 ×1 | |||
| SPIB | $349,338 | 0.12% | 10,308 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $343,269 | 0.12% | 3,331 | 上昇 ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $342,012 | 0.12% | 561 | 上昇 ×1 | |||
| HSY The Hershey Company Common Stock | $338,561 | 0.12% | 1,810 | 上昇 ×1 | |||
| FNF Fidelity National Financial, Inc. Common Stock | $337,837 | 0.12% | 5,585 | 上昇 ×1 | |||
| SLB SLB Limited Common Shares | $328,715 | 0.12% | 9,564 | 上昇 ×1 | |||
| TGT Target Corporation Common Stock | $325,611 | 0.12% | 3,630 | 上昇 ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $324,886 | 0.12% | 2,563 | 上昇 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $323,160 | 0.12% | 2,599 | 上昇 ×1 | |||
| RBLX Roblox Corporation Class A Common Stock | $314,025 | 0.11% | 2,267 | 上昇 ×1 | |||
| TROW T. Rowe Price Group, Inc. - Common Stock | $311,102 | 0.11% | 3,031 | 上昇 ×1 | |||
| ADM Archer-Daniels-Midland Company Common Stock | $308,019 | 0.11% | 5,156 | 上昇 ×1 | |||
| MTB M&T Bank Corporation Common Stock | $305,718 | 0.11% | 1,547 | 上昇 ×1 | |||
| RF Regions Financial Corporation Common Stock | $303,571 | 0.11% | 11,512 | 上昇 ×1 | |||
| SNA Snap-On Incorporated Common Stock | $302,521 | 0.11% | 873 | 上昇 ×1 | |||
| HAL Halliburton Company Common Stock | $298,195 | 0.11% | 12,122 | 上昇 ×1 | |||
| HPQ HP Inc. Common Stock | $295,963 | 0.11% | 10,869 | 上昇 ×1 | |||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $293,471 | 0.10% | 3,083 | 上昇 ×1 | |||
| BRKB | $289,076 | 0.10% | 575 | 上昇 ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $285,838 | 0.10% | 2,587 | 上昇 ×1 | |||
| BBY Best Buy Co., Inc. Common Stock | $285,314 | 0.10% | 3,773 | 上昇 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $284,750 | 0.10% | 1,760 | 上昇 ×1 | |||
| OMC Omnicom Group Inc. Common Stock | $281,849 | 0.10% | 3,457 | 上昇 ×1 | |||
| PFG Principal Financial Group Inc - Common Stock | $279,407 | 0.10% | 3,370 | 上昇 ×1 | |||
| AFG American Financial Group, Inc. Common Stock | $277,014 | 0.10% | 1,901 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $276,891 | 0.10% | 1,139 | 上昇 ×1 | |||
| IVV | $271,736 | 0.10% | 406 | 上昇 ×1 | |||
| SWKS Skyworks Solutions, Inc. - Common Stock | $270,662 | 0.10% | 3,516 | 上昇 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $269,534 | 0.10% | 1,093 | 上昇 ×1 | |||
| XYZ Block, Inc. Class A Common Stock, | $268,917 | 0.10% | 3,721 | 上昇 ×1 | |||
| CLX Clorox Company (The) Common Stock | $268,424 | 0.10% | 2,177 | 上昇 ×1 | |||
| VNQ | $267,586 | 0.10% | 2,927 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $266,914 | 0.10% | 1,268 | 上昇 ×1 | |||
| VTI | $261,176 | 0.09% | 796 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| BIL | $48,064,614 | 523,865 | 17.11% |
| VGK | $33,276,201 | 416,995 | 11.85% |
| SPY | $22,372,989 | 33,584 | 7.96% |
| QQQ | $20,519,446 | 34,178 | 7.30% |
| SPMD | $18,032,579 | 315,310 | 6.42% |
| VTV | $14,472,370 | 77,604 | 5.15% |
| PRIV | $12,143,449 | 476,027 | 4.32% |
| SPEM | $11,694,964 | 249,839 | 4.16% |
| VUG | $10,293,390 | 21,462 | 3.66% |
| SPSM | $7,069,405 | 152,621 | 2.52% |
| FLJP | $5,562,708 | 160,958 | 1.98% |
| SGOV | $2,344,900 | 23,286 | 0.83% |
| IBIT | $1,806,025 | 27,785 | 0.64% |
| ETHA | $1,748,994 | 55,506 | 0.62% |
| MCD | $1,697,078 | 5,585 | 0.60% |