E-Wealth Partners, LLC
CIK 2129940 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $138.3M
- ポジション
- 59
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,639 位 · 80.9% トップ
ポートフォリオ価値 前期比: +11.7% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 71.56%
- 上位25銘柄のウェイト
- 89.82%
- 1%超のポジション
- 19
- 実効ポジション数
- 11.2
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: 4.88% 推定買付額 $7,973,233 · 推定売付額 $6,394,117
- 新規ポジション
- 6
- 増加
- 18
- 減少
- 29
- クローズ
- 2
このページについて
セクター別内訳
Technology
11.3%
Communication Services
1.0%
Retail
0.8%
Health Care
0.4%
Energy
0.3%
Consumer Staples
0.3%
Consumer Discretionary
0.2%
Industrials
0.2%
その他/マッピングなし
85.5%
ポートフォリオ全体 59 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $33,835,083 | 24.46% | 205,972 | $6,192,368 | 上昇 ×2 | ||
| DGCB Dimensional Global Credit ETF | $9,550,839 | 6.90% | 174,700 | $1,004,321 | 上昇 ×2 | ||
| AAPL Apple Inc. - Common Stock | $9,129,752 | 6.60% | 31,552 | $303,562 | 下落 ×2 | ||
| VBR | $8,354,913 | 6.04% | 34,384 | $1,380,690 | 上昇 ×2 | ||
| DUHP | $8,049,650 | 5.82% | 192,898 | $1,443,039 | 上昇 ×2 | ||
| DFEM | $7,965,883 | 5.76% | 196,011 | $1,273,682 | 上昇 ×2 | ||
| BNDW Vanguard Total World Bond ETF | $7,735,174 | 5.59% | 112,873 | $800,420 | 上昇 ×2 | ||
| AVDE | $7,516,843 | 5.43% | 84,270 | $870,170 | 上昇 ×2 | ||
| AVDV | $3,576,187 | 2.59% | 34,703 | $165,970 | 上昇 ×2 | ||
| DFAC | $3,287,741 | 2.38% | 74,115 | $217,840 | 下落 ×1 | ||
| DFNM | $3,252,727 | 2.35% | 67,295 | $-1,415,486 | 下落 ×1 | ||
| DIHP | $2,477,024 | 1.79% | 72,587 | $300,045 | 上昇 ×2 | ||
| DFUS | $2,421,346 | 1.75% | 29,550 | $327,121 | 上昇 ×2 | ||
| DXUV | $2,419,869 | 1.75% | 36,389 | $148,070 | 下落 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,122,271 | 1.53% | 10,607 | $-512,083 | 下落 ×1 | ||
| DFIC | $2,034,433 | 1.47% | 54,601 | $44,895 | 下落 ×1 | ||
| DXIV | $1,664,143 | 1.20% | 23,773 | $-1,627 | 下落 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,505,138 | 1.09% | 2,591 | $978,051 | |||
| DFSD | $1,422,907 | 1.03% | 29,799 | $147,659 | 上昇 ×2 | ||
| DFGR | $1,331,469 | 0.96% | 45,960 | $200,655 | 上昇 ×2 | ||
| AGG | $1,018,830 | 0.74% | 10,293 | $-24,773 | 下落 ×1 | ||
| BSVO EA Bridgeway Omni Small-Cap Value ETF | $995,443 | 0.72% | 34,103 | $5,223 | 下落 ×2 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $921,998 | 0.67% | 17,203 | $-6,669 | 下落 ×1 | ||
| DFSU | $850,499 | 0.61% | 18,239 | $398,101 | 上昇 ×2 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $816,146 | 0.59% | 12,439 | $235,601 | |||
| IDEV | $805,453 | 0.58% | 9,049 | $-24,244 | 下落 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $715,877 | 0.52% | 1,499 | $209,290 | |||
| QYLD Global X NASDAQ 100 Covered Call ETF | $705,994 | 0.51% | 38,307 | $68,611 | 上昇 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $638,102 | 0.46% | 1,786 | $87,066 | 下落 ×1 | ||
| DEHP | $625,383 | 0.45% | 14,622 | $131,306 | |||
| DFEV | $597,339 | 0.43% | 14,000 | $96,419 | |||
| DFIV | $576,603 | 0.42% | 10,674 | $-36,775 | 下落 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $545,367 | 0.39% | 1,462 | $-487,439 | 下落 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $539,130 | 0.39% | 1,297 | $204,026 | 上昇 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $474,714 | 0.34% | 3,472 | $-121,573 | 下落 ×1 | ||
| DFUV | $456,331 | 0.33% | 8,295 | $47,703 | 下落 ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $409,088 | 0.30% | 6,936 | $-35,382 | 下落 ×2 | ||
| DFSI | $392,122 | 0.28% | 8,695 | $147,685 | 上昇 ×2 | ||
| VEA | $390,172 | 0.28% | 5,476 | $-117,954 | 下落 ×2 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $386,741 | 0.28% | 6,262 | $20,070 | 下落 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $379,054 | 0.27% | 1,073 | $46,353 | 下落 ×1 | ||
| VOO | $375,226 | 0.27% | 546 | $-204,929 | 下落 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $367,203 | 0.27% | 1,541 | $-98,420 | 下落 ×1 | ||
| WMT Walmart Inc. - Common Stock | $366,075 | 0.26% | 3,232 | $-46,678 | 下落 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $356,414 | 0.26% | 381 | $-35,183 | 下落 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $355,128 | 0.26% | 940 | $64,194 | |||
| MU Micron Technology, Inc. - Common Stock | $354,367 | 0.26% | 307 | 上昇 ×1 | |||
| DEW | $353,933 | 0.26% | 5,152 | $16,559 | 上昇 ×2 | ||
| MCD McDonald's Corporation Common Stock | $316,292 | 0.23% | 1,170 | $-47,009 | 上昇 ×2 | ||
| COWZ | $311,114 | 0.22% | 5,002 | $-37,691 | 下落 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $310,273 | 0.22% | 551 | $-110,695 | 下落 ×1 | ||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $288,768 | 0.21% | 6,400 | 上昇 ×1 | |||
| DFSB | $286,296 | 0.21% | 5,494 | 上昇 ×1 | |||
| DFAS | $268,043 | 0.19% | 3,255 | $-17,956 | 下落 ×1 | ||
| WM Waste Management, Inc. Common Stock | $254,273 | 0.18% | 1,141 | $-19,926 | 下落 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $240,722 | 0.17% | 121 | 上昇 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $223,109 | 0.16% | 1,954 | $-9,031 | 下落 ×1 | ||
| UMC United Microelectronics Corporation (NEW) Common Stock | $219,068 | 0.16% | 8,051 | 上昇 ×1 | |||
| DFAT | $202,016 | 0.15% | 2,890 | ||||
| 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。
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。