Altium Investment Strategies LLC

포트폴리오 가치 분기별: +104.2% 13F는 현금을 공개하지 않습니다

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 1.27% 추정 매수 $35,902,298 · 매도 $659,101

이 페이지에서

섹터별 비중

Consumer products

21.3%

Communication Services

0.7%

Retail

0.6%

Healthcare

0.2%

기타/미분류

77.2%

					연속
FTSM First Trust Enhanced Short Maturity ETF	$16,136,074	23.24%	269,789	$5,027,679	상승 ×1
PG Procter & Gamble Company (The) Common Stock	$14,807,222	21.32%	100,702		상승 ×1
CLIP	$12,356,090	17.79%	123,364	$5,931,579	상승 ×1
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$10,647,811	15.33%	475,561	$4,557,019	상승 ×1
BOXX	$3,483,258	5.02%	29,670	$1,339,432	상승 ×1
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$2,497,413	3.60%	108,725	$-696,892	하락 ×1
FSIG	$1,650,384	2.38%	87,600	$484,924	상승 ×1
FTCB	$1,644,863	2.37%	79,347	$474,291	상승 ×1
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$1,192,396	1.72%	54,672	$838,925	상승 ×1
RPG	$963,930	1.39%	15,875	$151,289
RWL	$683,319	0.98%	5,245	$62,521
JBBB	$506,481	0.73%	10,683		상승 ×1
FLRT	$502,020	0.72%	10,743		상승 ×1
PFXF	$488,482	0.70%	27,412		상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock	$471,480	0.68%	1,328	$52,204
AMZN Amazon.com, Inc. - Common Stock	$439,404	0.63%	1,791	$12,465
UJUL	$376,904	0.54%	9,213		상승 ×1
MINT	$362,253	0.52%	3,602		상승 ×1
PURR Hyperliquid Strategies Inc - Common Stock	$128,350	0.18%	17,000		상승 ×1
GLNK	$105,450	0.15%	15,000	$24,049	상승 ×1
일치하는 항목 없음

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권	가치	주식	% 포트폴리오의
PG	$14,807,222	100,702	21.32%
JBBB	$506,481	10,683	0.73%
FLRT	$502,020	10,743	0.72%
PFXF	$488,482	27,412	0.70%
UJUL	$376,904	9,213	0.54%
MINT	$362,253	3,602	0.52%
PURR	$128,350	17,000	0.18%