Winning Points Advisors, LLC
CIK 1793399 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $75.9M
- ポジション
- 42
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,529 位 · 90.3% トップ
ポートフォリオ価値 前期比: -24.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 75.36%
- 上位25銘柄のウェイト
- 92.88%
- 1%超のポジション
- 19
- 実効ポジション数
- 4.9
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: 1.67% 推定買付額 $1,468,105 · 推定売付額 $2,215,628
- 新規ポジション
- 4
- 増加
- 7
- 減少
- 13
- クローズ
- 4
このページについて
セクター別内訳
Technology
47.4%
Financials
13.1%
Healthcare
8.8%
Retail
5.6%
Consumer products
3.6%
Energy
3.0%
Consumer Staples
2.5%
Materials
2.2%
Logistics & Transportation
1.8%
Industrials
1.6%
Financial Services
1.4%
Consumer Discretionary
1.1%
Communications
0.4%
Communication Services
0.4%
その他/マッピングなし
7.3%
ポートフォリオ全体 42 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $32,884,667 | 43.34% | 159,304 | $-7,290,801 | 上昇 ×1 | ||
| BAC Bank of America Corporation Common Stock | $5,763,633 | 7.60% | 166,152 | $-2,104,700 | 上昇 ×1 | ||
| STEW SRH Total Return Fund, Inc. Common Stock | $3,079,962 | 4.06% | 172,065 | $-34,341 | 下落 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,867,738 | 3.78% | 20,661 | $-3,307,876 | 下落 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,724,278 | 3.59% | 18,578 | $40,872 | |||
| MSFT Microsoft Corporation - Common Stock | $2,545,769 | 3.36% | 14,475 | $-2,865,821 | 下落 ×2 | ||
| IBRX ImmunityBio, Inc. - Common Stock | $2,287,314 | 3.01% | 726,258 | $-3,029,991 | 上昇 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,785,158 | 2.35% | 15,762 | $-173,085 | 上昇 ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1,652,736 | 2.18% | 4,800 | $114,096 | |||
| ABBV AbbVie Inc. Common Stock | $1,586,439 | 2.09% | 6,304 | $111,987 | 下落 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,563,185 | 2.06% | 6,155 | $32,013 | 下落 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,360,854 | 1.79% | 13,659 | $12,083 | 下落 ×1 | ||
| VOO | $1,327,613 | 1.75% | 1,933 | $172,541 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,054,111 | 1.39% | 15,310 | $-1,514,310 | 下落 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,019,598 | 1.34% | 2,891 | $78,644 | 上昇 ×1 | ||
| TGT Target Corporation Common Stock | $816,574 | 1.08% | 6,252 | $58,832 | |||
| MCD McDonald's Corporation Common Stock | $799,307 | 1.05% | 3,957 | $-396,620 | 上昇 ×1 | ||
| PM Philip Morris International Inc Common Stock | $786,778 | 1.04% | 4,349 | $67,714 | |||
| UBS UBS Group AG Registered Ordinary Shares | $777,497 | 1.02% | 30,688 | $-790,309 | 下落 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $727,728 | 0.96% | 35,906 | $-2,154,868 | |||
| BP BP p.l.c. Common Stock | $693,322 | 0.91% | 18,764 | $-197,150 | 下落 ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $621,028 | 0.82% | 10,778 | $-32,658 | |||
| ABT Abbott Laboratories Common Stock | $607,141 | 0.80% | 6,691 | $-79,824 | |||
| MO Altria Group, Inc. | $591,794 | 0.78% | 8,225 | $39,320 | 下落 ×2 | ||
| CVX Chevron Corporation Common Stock | $540,543 | 0.71% | 5,261 | $-534,006 | 下落 ×1 | ||
| MMM 3M Company Common Stock | $523,293 | 0.69% | 3,232 | $53,910 | |||
| RTX RTX Corporation Common Stock | $493,298 | 0.65% | 2,600 | $-8,242 | |||
| KO Coca-Cola Company (The) Common Stock | $480,956 | 0.63% | 5,918 | $30,892 | |||
| CALF | $430,640 | 0.57% | 8,509 | $48,841 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339,334 | 0.45% | 1,539 | $-49,110 | 下落 ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $337,053 | 0.44% | 1,021 | $39,248 | |||
| RSP | $333,512 | 0.44% | 1,567 | $25,228 | 下落 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $287,542 | 0.38% | 2,448 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $286,502 | 0.38% | 811 | $53,915 | |||
| NVDA NVIDIA Corporation - Common Stock | $280,277 | 0.37% | 1,401 | $36,079 | 上昇 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $269,746 | 0.36% | 288 | $-17,515 | |||
| TXN Texas Instruments Incorporated - Common Stock | $268,263 | 0.35% | 900 | 上昇 ×1 | |||
| AXP American Express Company Common Stock | $253,688 | 0.33% | 750 | $26,828 | |||
| IVV | $250,583 | 0.33% | 335 | $32,015 | |||
| BMO Bank Of Montreal Common Stock | $247,380 | 0.33% | 1,400 | 上昇 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $212,980 | 0.28% | 200 | 上昇 ×1 | |||
| AOD abrdn Total Dynamic Dividend Fund Common Shares of Beneficial Interest | $109,802 | 0.14% | 10,650 | $11,715 | |||
| 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。