Lynch Investment Planning, LLC
CIK 2110354 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $130.2M
- ポジション
- 56
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,819 位 · 82.8% トップ
ポートフォリオ価値 前期比: +17.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 70.49%
- 上位25銘柄のウェイト
- 91.24%
- 1%超のポジション
- 18
- 実効ポジション数
- 15.6
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）
ターオーバー Q2 2026: 1.35% 推定買付額 $9,952,785 · 推定売付額 $1,633,456
- 新規ポジション
- 4
- 増加
- 32
- 減少
- 15
- クローズ
- 2
このページについて
セクター別内訳
Technology
4.2%
Industrials
2.3%
Retail
2.1%
Communication Services
1.9%
Financials
1.0%
Healthcare
0.8%
Communications
0.4%
Materials
0.3%
Energy
0.2%
Real Estate
0.2%
その他/マッピングなし
86.7%
ポートフォリオ全体 56 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $19,452,982 | 14.95% | 210,964 | $1,712,668 | 上昇 ×2 | ||
| SPY SPY | $13,490,815 | 10.37% | 18,066 | $2,358,592 | 上昇 ×2 | ||
| BSV | $10,344,933 | 7.95% | 132,781 | $1,751,752 | 上昇 ×2 | ||
| DUHP | $9,709,075 | 7.46% | 232,664 | $1,235,960 | 上昇 ×2 | ||
| IEFA | $8,255,417 | 6.34% | 85,477 | $1,199,760 | 上昇 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $7,140,112 | 5.49% | 23,567 | $1,571,721 | 上昇 ×2 | ||
| IJR | $6,543,530 | 5.03% | 44,121 | $1,710,346 | 上昇 ×2 | ||
| AGG | $6,162,743 | 4.73% | 62,263 | $443,040 | 上昇 ×2 | ||
| DIA | $5,737,806 | 4.41% | 10,954 | $1,006,516 | 上昇 ×2 | ||
| DGRO | $4,905,475 | 3.77% | 64,725 | $449,978 | 上昇 ×2 | ||
| XMMO | $3,751,348 | 2.88% | 22,049 | $450,415 | 下落 ×1 | ||
| VTV | $3,318,425 | 2.55% | 15,227 | $1,262,701 | 上昇 ×2 | ||
| OEF | $2,617,909 | 2.01% | 7,155 | $180,034 | 下落 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,511,328 | 1.93% | 7,027 | $477,986 | 下落 ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,236,275 | 1.72% | 7,728 | $21,897 | 下落 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,773,122 | 1.36% | 2,408 | $375,293 | 下落 ×2 | ||
| IJH | $1,623,966 | 1.25% | 21,060 | $131,702 | 下落 ×2 | ||
| VCRM | $1,344,105 | 1.03% | 17,593 | $413,823 | 上昇 ×2 | ||
| NEAR | $1,278,760 | 0.98% | 25,242 | $323,519 | 上昇 ×2 | ||
| VOO | $1,202,760 | 0.92% | 1,751 | $156,885 | 上昇 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,172,441 | 0.90% | 4,919 | $146,670 | 下落 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,149,992 | 0.88% | 3,083 | $-9,309 | 下落 ×2 | ||
| EFA | $1,122,128 | 0.86% | 10,802 | $83,644 | 上昇 ×1 | ||
| BRKB | $1,068,268 | 0.82% | 2,135 | $45,238 | |||
| JPM JP Morgan Chase & Co. Common Stock | $836,004 | 0.64% | 2,554 | $109,544 | 上昇 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $682,943 | 0.52% | 3,413 | $85,408 | 下落 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $574,149 | 0.44% | 4,888 | $195,065 | 上昇 ×1 | ||
| DE Deere & Company Common Stock | $562,763 | 0.43% | 887 | $62,930 | 上昇 ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $530,377 | 0.41% | 2,350 | $48,942 | |||
| WMT Walmart Inc. - Common Stock | $519,642 | 0.40% | 4,588 | $-51,474 | 上昇 ×1 | ||
| DFAU | $515,815 | 0.40% | 9,979 | $-37,898 | 下落 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $498,421 | 0.38% | 858 | 上昇 ×1 | |||
| EMR Emerson Electric Company Common Stock | $460,577 | 0.35% | 3,217 | $39,256 | 上昇 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $448,416 | 0.34% | 1,271 | $-43,534 | 下落 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $427,696 | 0.33% | 1,700 | $48,899 | 下落 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $414,129 | 0.32% | 1,413 | $6,237 | 上昇 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $402,989 | 0.31% | 4,876 | $46,691 | 上昇 ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $388,763 | 0.30% | 3,523 | $-141 | |||
| RTX RTX Corporation Common Stock | $371,681 | 0.29% | 1,959 | $-6,210 | |||
| JNJ Johnson & Johnson Common Stock | $340,066 | 0.26% | 1,339 | $43,331 | 上昇 ×1 | ||
| IVV | $338,510 | 0.26% | 452 | $43,901 | 上昇 ×1 | ||
| GD General Dynamics Corporation Common Stock | $313,857 | 0.24% | 886 | $-4,651 | 下落 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $312,022 | 0.24% | 826 | $56,367 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $299,175 | 0.23% | 1,619 | $91,968 | 上昇 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $286,887 | 0.22% | 1,301 | $-18,957 | 上昇 ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $286,880 | 0.22% | 742 | $70,674 | 上昇 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $279,307 | 0.21% | 993 | $39,931 | 上昇 ×2 | ||
| KMI Kinder Morgan, Inc. Common Stock | $267,842 | 0.21% | 8,378 | $-2,846 | 上昇 ×2 | ||
| XBIL US Treasury 6 Month Bill ETF | $253,670 | 0.19% | 5,073 | $-573 | 上昇 ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $248,522 | 0.19% | 913 | $-52,653 | 下落 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $244,681 | 0.19% | 262 | $6,974 | 上昇 ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $240,890 | 0.19% | 2,266 | $29,220 | 上昇 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $235,343 | 0.18% | 221 | 上昇 ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $226,813 | 0.17% | 315 | 上昇 ×1 | |||
| TBUX | $219,936 | 0.17% | 4,419 | 上昇 ×1 | |||
| O Realty Income Corporation Common Stock | $214,075 | 0.16% | 3,440 | $-7,024 | 下落 ×2 | ||
| 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。