DWM Financial Group, Inc.
CIK 1759545 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $112.2M
- ポジション
- 40
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,164 位 · 86.5% トップ
- 上位10銘柄のウェイト
- 84.57%
- 上位25銘柄のウェイト
- 96.60%
- 1%超のポジション
- 13
- 実効ポジション数
- 8.4
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
- 40
- 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
2.1%
Financials
1.8%
Consumer Discretionary
0.9%
Industrials
0.4%
Materials
0.4%
Consumer products
0.3%
Retail
0.2%
その他/マッピングなし
93.9%
ポートフォリオ全体 40 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| DMAR | $29,255,304 | 26.08% | 702,329 | 上昇 ×1 | |||
| IAU | $14,591,627 | 13.01% | 179,766 | 上昇 ×1 | |||
| JHMM | $13,405,597 | 11.95% | 204,728 | 上昇 ×1 | |||
| AVUV | $8,574,580 | 7.64% | 84,081 | 上昇 ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $7,205,983 | 6.42% | 120,240 | 上昇 ×1 | |||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $6,603,391 | 5.89% | 314,148 | 上昇 ×1 | |||
| PWRD TCW Transform Systems ETF | $6,213,767 | 5.54% | 64,622 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3,497,712 | 3.12% | 5,694 | 上昇 ×1 | |||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $3,264,710 | 2.91% | 152,130 | 上昇 ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2,273,413 | 2.03% | 108,906 | 上昇 ×1 | |||
| FBNC First Bancorp - Common Stock | $2,013,011 | 1.79% | 39,634 | 上昇 ×1 | |||
| GDLC | $1,998,349 | 1.78% | 48,359 | 上昇 ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $1,511,495 | 1.35% | 30,443 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $1,111,503 | 0.99% | 4,089 | 上昇 ×1 | |||
| PATK Patrick Industries, Inc. - Common Stock | $975,887 | 0.87% | 9,000 | 上昇 ×1 | |||
| VTI | $944,456 | 0.84% | 2,817 | 上昇 ×1 | |||
| ETHA iShares Ethereum Trust ETF | $827,039 | 0.74% | 36,872 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $768,475 | 0.68% | 4,121 | 上昇 ×1 | |||
| VTV | $746,580 | 0.67% | 3,909 | 上昇 ×1 | |||
| SLV | $490,494 | 0.44% | 7,614 | 上昇 ×1 | |||
| BSMY Invesco BulletShares 2034 Municipal Bond ETF | $425,107 | 0.38% | 17,294 | 上昇 ×1 | |||
| VGT | $424,019 | 0.38% | 563 | 上昇 ×1 | |||
| JUST | $423,816 | 0.38% | 4,383 | 上昇 ×1 | |||
| CBTJ | $422,528 | 0.38% | 19,311 | 上昇 ×1 | |||
| XLF XLF | $409,648 | 0.37% | 7,479 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $408,279 | 0.36% | 844 | 上昇 ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $368,379 | 0.33% | 3,874 | 上昇 ×1 | |||
| GLD | $301,196 | 0.27% | 760 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $292,623 | 0.26% | 2,042 | 上昇 ×1 | |||
| DSEP | $281,471 | 0.25% | 6,268 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $265,674 | 0.24% | 1,151 | 上昇 ×1 | |||
| EAGG | $262,409 | 0.23% | 5,484 | 上昇 ×1 | |||
| VHT | $243,472 | 0.22% | 846 | 上昇 ×1 | |||
| CSX CSX Corporation - Common Stock | $222,788 | 0.20% | 6,146 | 上昇 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $222,001 | 0.20% | 697 | 上昇 ×1 | |||
| KGC Kinross Gold Corporation Common Stock | $217,085 | 0.19% | 7,709 | 上昇 ×1 | |||
| CDE Coeur Mining, Inc. Common Stock | $214,834 | 0.19% | 12,049 | 上昇 ×1 | |||
| BSSX Invesco BulletShares 2033 Municipal Bond ETF | $213,769 | 0.19% | 8,268 | 上昇 ×1 | |||
| VOO | $210,490 | 0.19% | 336 | 上昇 ×1 | |||
| KOPN Kopin Corporation - Common Stock | $93,600 | 0.08% | 40,000 | 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 |
|---|---|---|---|
| DMAR | $29,255,304 | 702,329 | 26.08% |
| IAU | $14,591,627 | 179,766 | 13.01% |
| JHMM | $13,405,597 | 204,728 | 11.95% |
| AVUV | $8,574,580 | 84,081 | 7.64% |
| VGIT | $7,205,983 | 120,240 | 6.42% |
| BSCY | $6,603,391 | 314,148 | 5.89% |
| PWRD | $6,213,767 | 64,622 | 5.54% |
| QQQ | $3,497,712 | 5,694 | 3.12% |
| BSCX | $3,264,710 | 152,130 | 2.91% |
| BSCW | $2,273,413 | 108,906 | 2.03% |
| FBNC | $2,013,011 | 39,634 | 1.79% |
| GDLC | $1,998,349 | 48,359 | 1.78% |
| IBIT | $1,511,495 | 30,443 | 1.35% |
| AAPL | $1,111,503 | 4,089 | 0.99% |
| PATK | $975,887 | 9,000 | 0.87% |