C2C Wealth Management, LLC
CIK 1868903 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $127.6M
- ポジション
- 95
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,866 位 · 83.3% トップ
ポートフォリオ価値 前期比: +8.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 51.63%
- 上位25銘柄のウェイト
- 73.34%
- 1%超のポジション
- 24
- 実効ポジション数
- 28.9
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）
ターオーバー Q2 2026: 3.23% 推定買付額 $3,973,826 · 推定売付額 $5,229,723
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 88.8% はまだ保有
- 新規ポジション
- 7
- 増加
- 17
- 減少
- 24
- クローズ
- 4
このページについて
セクター別内訳
Technology
19.0%
Energy
9.7%
Healthcare
3.7%
Financials
2.1%
Consumer Staples
2.0%
Retail
2.0%
Real Estate
1.7%
Communication Services
1.3%
Financial Services
1.2%
Utilities
1.1%
Telecommunication
0.8%
Industrials
0.8%
Communications
0.5%
Consumer products
0.5%
Materials
0.3%
Consumer Discretionary
0.2%
その他/マッピングなし
53.1%
ポートフォリオ全体 95 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IVV | $10,195,730 | 7.99% | 13,614 | $1,666,513 | 上昇 ×6 | ||
| XLK XLK | $9,383,921 | 7.35% | 49,254 | $3,217,759 | 上昇 ×3 | ||
| AAPL Apple Inc. - Common Stock | $9,070,059 | 7.11% | 31,345 | $-870,378 | 下落 ×1 | ||
| UTF Cohen & Steers Infrastructure Fund, Inc Common Stock | $7,631,946 | 5.98% | 276,620 | $453,610 | 下落 ×1 | ||
| CVX Chevron Corporation Common Stock | $5,903,705 | 4.63% | 35,616 | $-1,485,931 | 下落 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $5,889,339 | 4.61% | 15,788 | $-212,641 | 下落 ×1 | ||
| IWM | $5,619,895 | 4.40% | 18,705 | $598,941 | 下落 ×5 | ||
| IBM International Business Machines Corporation Common Stock | $5,264,621 | 4.12% | 18,721 | $727,562 | 上昇 ×3 | ||
| IJH | $3,595,071 | 2.82% | 46,623 | $294,096 | 下落 ×5 | ||
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, | $3,345,567 | 2.62% | 230,094 | $172,571 | |||
| VEA | $3,125,096 | 2.45% | 43,861 | $250,403 | 下落 ×3 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $2,431,527 | 1.91% | 66,146 | $-71,438 | |||
| NVDA NVIDIA Corporation - Common Stock | $2,362,463 | 1.85% | 11,807 | $1,052,196 | 上昇 ×3 | ||
| AGG | $2,255,853 | 1.77% | 22,791 | $-52,671 | 下落 ×1 | ||
| IJK | $2,180,918 | 1.71% | 18,561 | $223,356 | 下落 ×1 | ||
| IJJ | $1,936,445 | 1.52% | 13,108 | $84,890 | 下落 ×1 | ||
| PM Philip Morris International Inc Common Stock | $1,855,775 | 1.45% | 10,258 | $159,717 | |||
| VWO | $1,801,265 | 1.41% | 30,177 | $132,363 | 下落 ×6 | ||
| GSLC | $1,714,031 | 1.34% | 12,080 | $164,922 | 下落 ×2 | ||
| IVW | $1,519,982 | 1.19% | 11,052 | $269,890 | |||
| HYLB | $1,369,427 | 1.07% | 37,498 | $25,251 | 上昇 ×1 | ||
| IEMG | $1,314,257 | 1.03% | 15,865 | $186,748 | 下落 ×6 | ||
| PTY Pimco Corporate & Income Opportunity Fund | $1,303,872 | 1.02% | 108,385 | $-10,487 | 下落 ×1 | ||
| XLY XLY | $1,277,883 | 1.00% | 10,896 | $68,641 | 下落 ×2 | ||
| SYK Stryker Corporation Common Stock | $1,259,360 | 0.99% | 4,000 | $-55,000 | |||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $1,257,342 | 0.99% | 22,321 | $-16,517 | |||
| XLF XLF | $1,230,510 | 0.96% | 22,953 | $85,472 | 下落 ×3 | ||
| WFC Wells Fargo & Company Common Stock | $1,181,154 | 0.93% | 14,293 | $124,949 | 上昇 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,155,363 | 0.91% | 1,569 | $290,208 | 上昇 ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $1,034,900 | 0.81% | 55,850 | $28,483 | |||
| ABBV AbbVie Inc. Common Stock | $1,020,635 | 0.80% | 4,056 | $138,961 | 上昇 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $965,000 | 0.76% | 1,000 | $573,240 | |||
| USMV | $951,578 | 0.75% | 9,865 | $8,876 | 下落 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $947,550 | 0.74% | 790 | $220,932 | |||
| AMZN Amazon.com, Inc. - Common Stock | $915,702 | 0.72% | 3,842 | $115,529 | |||
| BAC Bank of America Corporation Common Stock | $893,081 | 0.70% | 15,674 | $112,209 | 下落 ×1 | ||
| XLE XLE | $885,769 | 0.69% | 16,678 | $-135,925 | |||
| XOM Exxon Mobil Corporation Common Stock | $871,454 | 0.68% | 6,374 | $-209,960 | |||
| OHI Omega Healthcare Investors, Inc. Common Stock | $825,341 | 0.65% | 17,310 | $66,817 | |||
| IVE | $749,752 | 0.59% | 3,302 | $36,910 | 下落 ×1 | ||
| WPC W. P. Carey Inc. REIT | $685,589 | 0.54% | 9,589 | $34,574 | 上昇 ×2 | ||
| OKE ONEOK, Inc. Common Stock | $677,436 | 0.53% | 7,792 | $-26,883 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $656,233 | 0.51% | 1,165 | $22,885 | 上昇 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $654,135 | 0.51% | 5,569 | $222,036 | |||
| VZ Verizon Communications Inc. Common Stock | $644,622 | 0.51% | 15,225 | $-127,639 | 下落 ×6 | ||
| BRKB | $585,456 | 0.46% | 1,170 | $24,792 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $536,770 | 0.42% | 1,502 | $112,044 | 上昇 ×3 | ||
| TRGP Targa Resources, Inc. Common Stock | $531,990 | 0.42% | 1,984 | $34,542 | |||
| WMT Walmart Inc. - Common Stock | $509,670 | 0.40% | 4,500 | $-49,590 | |||
| V Visa Inc. | $481,012 | 0.38% | 1,402 | $57,272 | |||
| BA Boeing Company (The) Common Stock | $454,587 | 0.36% | 2,100 | $36,624 | |||
| WELL Welltower Inc. Common Stock | $453,940 | 0.36% | 2,000 | $58,520 | |||
| AMGN Amgen Inc. - Common Stock | $450,839 | 0.35% | 1,245 | $12,786 | |||
| INCM | $447,252 | 0.35% | 15,500 | $102,252 | 上昇 ×2 | ||
| LIN Linde plc - Ordinary Shares | $444,213 | 0.35% | 856 | $19,842 | |||
| MRSH Marsh Common Stock | $430,009 | 0.34% | 2,580 | $-17,492 | |||
| DTE DTE Energy Company Common Stock | $419,170 | 0.33% | 2,751 | $16,919 | |||
| NJR NewJersey Resources Corporation Common Stock | $416,041 | 0.33% | 7,424 | $8,315 | |||
| ET Energy Transfer LP Common Units | $410,946 | 0.32% | 21,493 | $-48,336 | 下落 ×1 | ||
| TGT Target Corporation Common Stock | $398,360 | 0.31% | 3,050 | $28,700 | |||
| COST Costco Wholesale Corporation - Common Stock | $364,833 | 0.29% | 390 | $-13,810 | 上昇 ×1 | ||
| IDE Voya Infrastructure, Industrials and Materials Fund Common Shares of Beneficial Interest | $363,051 | 0.28% | 26,232 | $35,676 | |||
| SHLD | $361,950 | 0.28% | 19,000 | 上昇 ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $352,051 | 0.28% | 3,840 | $24,768 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $342,737 | 0.27% | 590 | 上昇 ×1 | |||
| XLV XLV | $336,042 | 0.26% | 2,118 | $25,522 | |||
| T AT&T Inc. | $327,990 | 0.26% | 15,845 | $-133,810 | 下落 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $320,586 | 0.25% | 909 | $21,625 | |||
| CAT Caterpillar, Inc. Common Stock | $319,470 | 0.25% | 300 | $96,305 | 下落 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $318,366 | 0.25% | 1,254 | $11,947 | |||
| GPC Genuine Parts Company Common Stock | $312,647 | 0.24% | 2,650 | $32,409 | |||
| NEE NextEra Energy, Inc. Common Stock | $301,490 | 0.24% | 3,435 | $-17,553 | |||
| MO Altria Group, Inc. | $295,283 | 0.23% | 4,104 | $24,460 | |||
| PG Procter & Gamble Company (The) Common Stock | $288,441 | 0.23% | 1,967 | $4,328 | |||
| ABT Abbott Laboratories Common Stock | $277,807 | 0.22% | 3,062 | $-36,524 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $272,637 | 0.21% | 5,202 | $-780 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $254,558 | 0.20% | 1,981 | $-4,426 | 下落 ×1 | ||
| EQR Equity Residential Common Shares of Beneficial Interest | $250,118 | 0.20% | 3,682 | $32,328 | |||
| VO | $248,800 | 0.19% | 3,088 | $27,097 | 上昇 ×1 | ||
| DTM DT Midstream, Inc. Common Stock | $239,480 | 0.19% | 1,632 | $19,699 | |||
| DIS Walt Disney Company (The) Common Stock | $234,080 | 0.18% | 2,432 | $-316 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $224,565 | 0.18% | 527 | 上昇 ×1 | |||
| XLI XLI | $222,646 | 0.17% | 1,202 | 上昇 ×1 | |||
| ED Consolidated Edison, Inc. Common Stock | $220,093 | 0.17% | 1,989 | $-4,637 | 上昇 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $217,028 | 0.17% | 7,118 | $1,210 | |||
| KO Coca-Cola Company (The) Common Stock | $214,878 | 0.17% | 2,644 | $13,802 | |||
| PEP PepsiCo, Inc. - Common Stock | $209,599 | 0.16% | 1,548 | $-30,790 | |||
| JPM JP Morgan Chase & Co. Common Stock | $203,599 | 0.16% | 622 | ||||
| NFLX Netflix, Inc. - Common Stock | $201,348 | 0.16% | 2,820 | $-69,795 | |||
| FTCS First Trust Capital Strength ETF | $196,305 | 0.15% | 16,059 | 上昇 ×1 | |||
| PBYI Puma Biotechnology Inc - Common Stock | $191,558 | 0.15% | 23,620 | $40,626 | |||
| SONM Sonim Technologies, Inc. - Common Stock | $182,825 | 0.14% | 35,500 | $102,225 | 上昇 ×1 | ||
| DUOT Duos Technologies Group, Inc. - Common Stock | $132,000 | 0.10% | 11,000 | $56,540 | |||
| INVE Identiv, Inc. - Common Stock | $37,800 | 0.03% | 15,000 | $800 | 上昇 ×1 | ||
| IDAI T Stamp Inc. - Class A Common Stock | $19,800 | 0.02% | 10,000 | 上昇 ×1 | |||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
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。
上位変動銘柄（四半期比）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| TSLA | 2025年3月31日 | 1,381 | $557,703 | 30.5% |
| BIO | 2026年6月30日 | 1,715 | $478,056 | 23.7% |
| MDLZ | 2025年6月30日 | 6,359 | $431,458 | -5.3% |
| SDIV | 2026年6月30日 | 20,898 | $408,043 | 追跡終了 |
| DIV | 2026年3月31日 | 19,000 | $329,080 | 追跡終了 |
| NBY | 2026年3月31日 | 45,000 | $253,800 | 追跡終了 |
| DVY | 2025年6月30日 | 1,850 | $248,436 | |
| VCSH | 2026年6月30日 | 3,118 | $247,164 | |
| MBB | 2026年6月30日 | 2,526 | $239,844 | |
| ED | 2025年6月30日 | 1,982 | $219,189 | 9.1% |
| MRK | 2025年6月30日 | 2,333 | $209,410 | 91.2% |
| JNJ | 2025年6月30日 | 1,254 | $207,890 | 80.4% |
| VO | 2025年3月31日 | 772 | $203,908 | 追跡終了 |
| JPM | 2026年3月31日 | 622 | $200,421 | 22.9% |
| PDBC | 2025年12月31日 | 10,069 | $135,224 | |
| LXPXXXX | 2025年12月31日 | 10,526 | $94,313 | 追跡終了 |
| NBY | 2025年9月30日 | 98,000 | $56,840 | 追跡終了 |
| OPK | 2025年6月30日 | 16,405 | $27,232 | 5.3% |