Platform Wealth Management, LLC
CIK 2110622 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $273.3M
- ポジション
- 57
- 時点
- 2026年6月30日
13F価値別で9,443件中 #5,456 位 · 57.8% トップ
ポートフォリオ価値 前期比: +8.2% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 66.16%
- 上位25銘柄のウェイト
- 89.97%
- 1%超のポジション
- 25
- 実効ポジション数
- 15.1
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: 1.78% 推定買付額 $11,360,472 · 推定売付額 $4,674,726
- 新規ポジション
- 3
- 増加
- 13
- 減少
- 29
- クローズ
- 0
このページについて
セクター別内訳
Technology
13.8%
Communication Services
10.6%
Retail
8.5%
Consumer Staples
4.9%
Consumer Discretionary
3.4%
Financial Services
3.0%
Healthcare
2.0%
Financials
1.4%
Consumer products
0.3%
Industrials
0.3%
Utilities
0.1%
その他/マッピングなし
51.6%
ポートフォリオ全体 57 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48,597,106 | 17.78% | 1,095,516 | $7,721,084 | |||
| AAPL Apple Inc. - Common Stock | $29,940,507 | 10.96% | 103,471 | $710,554 | |||
| AVUV | $15,928,778 | 5.83% | 127,675 | $3,738,396 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $14,410,231 | 5.27% | 40,323 | $1,775,673 | |||
| DFAU | $13,996,241 | 5.12% | 270,773 | $3,324,627 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13,608,152 | 4.98% | 38,514 | $1,064,625 | |||
| AVO Mission Produce, Inc. - Common Stock | $12,328,838 | 4.51% | 1,045,703 | $198,683 | |||
| DFAI | $12,171,372 | 4.45% | 295,064 | $1,800,581 | |||
| AMZN Amazon.com, Inc. - Common Stock | $10,448,826 | 3.82% | 43,840 | $-125,038 | |||
| COST Costco Wholesale Corporation - Common Stock | $9,393,054 | 3.44% | 10,041 | $559,243 | |||
| MAR Marriott International - Class A Common Stock | $5,899,052 | 2.16% | 15,918 | $791,571 | |||
| DFGR | $5,846,104 | 2.14% | 201,799 | $733,370 | |||
| DFAT | $5,829,942 | 2.13% | 83,404 | $821,344 | |||
| DFAX | $5,079,929 | 1.86% | 137,892 | $171,224 | |||
| BLK BlackRock, Inc. Common Stock | $4,702,028 | 1.72% | 4,890 | $-735,299 | |||
| DFUV | $4,408,331 | 1.61% | 80,137 | $1,087,560 | |||
| CVS CVS Health Corporation Common Stock | $4,406,970 | 1.61% | 42,600 | $1,026,234 | |||
| CRM Salesforce, Inc. Common Stock | $4,305,643 | 1.58% | 27,484 | $-2,977,528 | |||
| DFEM | $4,282,037 | 1.57% | 105,365 | $811,921 | |||
| DFUS | $4,217,452 | 1.54% | 51,470 | $-16,765 | |||
| AVDV | $4,160,409 | 1.52% | 40,373 | $468,454 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3,232,556 | 1.18% | 21,337 | $-45,021 | |||
| DFAE | $3,106,946 | 1.14% | 77,268 | $617,100 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2,819,153 | 1.03% | 8,613 | $17,318 | |||
| DFNM | $2,757,879 | 1.01% | 57,058 | $1,380,743 | |||
| DFIV | $2,456,123 | 0.90% | 45,467 | $128,490 | |||
| CME CME Group Inc. - Class A Common Stock | $2,112,460 | 0.77% | 9,566 | $-499,823 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2,112,369 | 0.77% | 16,975 | $-2,442,024 | |||
| AVUS | $1,956,934 | 0.72% | 15,279 | $561,361 | |||
| NKE Nike, Inc. Common Stock | $1,692,697 | 0.62% | 41,235 | $-934,385 | |||
| FISV Fiserv, Inc. - Common Stock | $1,450,261 | 0.53% | 29,567 | $-535,754 | |||
| DFIC | $1,392,108 | 0.51% | 37,362 | $247,726 | |||
| SBUX Starbucks Corporation - Common Stock | $1,386,003 | 0.51% | 13,563 | $216,505 | |||
| EA Electronic Arts Inc. - Common Stock | $1,012,488 | 0.37% | 4,938 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $953,487 | 0.35% | 7,042 | $-58,473 | |||
| PG Procter & Gamble Company (The) Common Stock | $948,174 | 0.35% | 6,466 | $19,382 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $857,051 | 0.31% | 8,980 | $48,400 | |||
| VOO | $830,769 | 0.30% | 1,210 | $86,203 | |||
| BRKA | $748,850 | 0.27% | 1 | $-5,950 | |||
| DFSD | $678,075 | 0.25% | 14,201 | $-412,883 | |||
| CWBC Community West Bancshares - Common Stock | $665,886 | 0.24% | 24,791 | $108,088 | |||
| JNJ Johnson & Johnson Common Stock | $638,595 | 0.23% | 2,514 | $117,572 | |||
| MSFT Microsoft Corporation - Common Stock | $589,907 | 0.22% | 1,581 | $-187,971 | |||
| DISV | $538,946 | 0.20% | 13,430 | $-66,812 | |||
| DE Deere & Company Common Stock | $475,748 | 0.17% | 750 | $123,312 | |||
| AVGO Broadcom Inc. - Common Stock | $455,189 | 0.17% | 1,205 | $-65,692 | |||
| MCD McDonald's Corporation Common Stock | $443,154 | 0.16% | 1,639 | $-64,935 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $403,003 | 0.15% | 1,215 | $-26,805 | |||
| DFSV | $361,988 | 0.13% | 9,332 | $5,033 | |||
| ABBV AbbVie Inc. Common Stock | $354,561 | 0.13% | 1,409 | $32,619 | |||
| NVDA NVIDIA Corporation - Common Stock | $305,752 | 0.11% | 1,528 | $6,046 | |||
| GLW Corning Incorporated Common Stock | $297,574 | 0.11% | 1,165 | 上昇 ×1 | |||
| VLUE | $287,926 | 0.11% | 1,441 | 上昇 ×1 | |||
| IVLU | $284,669 | 0.10% | 6,807 | $-25,020 | |||
| BRKB | $280,719 | 0.10% | 561 | $-15,342 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $230,900 | 0.08% | 2,845 | $2,446 | |||
| LOW Lowe's Companies, Inc. Common Stock | $220,490 | 0.08% | 1,000 | $-20,670 | |||
| 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 |
|---|---|---|---|
| EA | $1,012,488 | 4,938 | 0.37% |
| GLW | $297,574 | 1,165 | 0.11% |
| VLUE | $287,926 | 1,441 | 0.11% |