Commerce Advisors, LLC

CIK 1567247 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$184.1M
13F 가치 기준 8,643개 중 #6,208위 · 상위 71.8%
포지션
128
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +54.7% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
54.32%
상위 25개 보유 비중
75.24%
1% 초과 포지션
18
유효 포지션 수
26.2

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 2.38% 추정 매수 $60,504,610 · 매도 $3,603,514

신규 포지션
15
증가함
58
감소
38
종료
9
이 페이지에서

섹터별 비중

Technology
10.1%
Consumer Staples
4.9%
Financial Services
2.5%
Retail
2.4%
Energy
1.2%
Financials
1.1%
Consumer products
0.8%
Healthcare
0.8%
Industrials
0.8%
Consumer Discretionary
0.8%
Communication Services
0.7%
Utilities
0.6%
Logistics & Transportation
0.4%
Communications
0.4%
Real Estate
0.3%
기타/미분류
72.4%

전체 포트폴리오 128 포지션

유형 연속 8분기 추세
BOXX $17,394,137 9.45% 148,554 $5,950,620 상승 ×1
VTI $16,157,797 8.78% 43,665 $15,196,971 상승 ×1
RSP $11,569,241 6.29% 54,374 $9,055,272 상승 ×1
EAGL $11,508,407 6.25% 357,737 $446,471 하락 ×1
KO Coca-Cola Company (The) Common Stock $8,696,710 4.72% 107,010 $575,373 상승 ×1
VXUS Vanguard Total International Stock ETF $7,916,374 4.30% 92,600 $7,449,858 상승 ×1
NVDA NVIDIA Corporation - Common Stock $7,091,568 3.85% 35,442 $966,494 상승 ×1
MGMT $6,734,496 3.66% 132,153 $4,126,394 상승 ×1
AAPL Apple Inc. - Common Stock $6,518,430 3.54% 22,527 $771,880 하락 ×1
GMOV $6,400,294 3.48% 214,991 $4,957,363 상승 ×1
IWR $4,568,351 2.48% 41,410 $4,192,071 상승 ×1
COWZ $4,272,180 2.32% 68,685 $-38,824 하락 ×1
WCMI $4,068,185 2.21% 207,879 $2,814,009 상승 ×1
MOAT $3,743,297 2.03% 36,007 $227,567 하락 ×1
QLTY $3,341,964 1.82% 80,297 $472,517 상승 ×1
VGK $2,649,560 1.44% 29,925 $2,438,539 상승 ×1
IVV $2,486,230 1.35% 3,320 $279,587 하락 ×1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF $2,383,479 1.29% 59,370 $396,285 상승 ×1
IEFA $1,812,845 0.98% 18,770 $182,514 상승 ×1
AZO AutoZone, Inc. Common Stock $1,773,747 0.96% 555 $-185,365 하락 ×1
CEFS $1,627,454 0.88% 63,473 $198,624 상승 ×1
CALF $1,557,222 0.85% 30,769 $-112,745 하락 ×1
IBM International Business Machines Corporation Common Stock $1,531,512 0.83% 5,446 $214,099 상승 ×1
PG Procter & Gamble Company (The) Common Stock $1,432,443 0.78% 9,768 $-94,230 하락 ×1
EMXC iShares MSCI Emerging Markets ex China ETF $1,258,309 0.68% 12,300 $364,998 상승 ×1
XOM Exxon Mobil Corporation Common Stock $1,227,813 0.67% 8,980 $-445,771 하락 ×1
GCOW $1,203,494 0.65% 27,794 $-88,610 하락 ×1
FLRT $1,158,805 0.63% 24,851 $8,701 상승 ×1
MSFT Microsoft Corporation - Common Stock $1,094,895 0.59% 2,935 $33,247 상승 ×1
WEC WEC Energy Group, Inc. Common Stock $1,026,408 0.56% 8,790 $18,051 상승 ×1
PAVE $1,008,435 0.55% 17,115 $139,212 상승 ×1
BJUL $999,987 0.54% 18,413 $85,145
WMT Walmart Inc. - Common Stock $928,909 0.50% 8,202 $-107,994 하락 ×1
CAIE $894,169 0.49% 32,862 $530,674 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $890,915 0.48% 3,738 $138,019 상승 ×1
BMY Bristol-Myers Squibb Company Common Stock $846,342 0.46% 14,688 $-41,898 상승 ×1
FHN First Horizon Corporation Common Stock $828,505 0.45% 32,313 $5,727 하락 ×1
FDX FedEx Corporation Common Stock $817,828 0.44% 2,612 $-110,384 상승 ×1
ARCC Ares Capital Corporation - Closed End Fund $815,059 0.44% 43,986 $27,542 상승 ×1
SPY SPY $810,818 0.44% 1,086 $92,362 하락 ×1
CAT Caterpillar, Inc. Common Stock $800,454 0.43% 752 $275,718 상승 ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $785,530 0.43% 60,988 $-7,297 하락 ×1
QDPL $762,243 0.41% 16,912 $75,973 하락 ×1
JPST $757,314 0.41% 14,976 $-158,326 하락 ×1
HTGC Hercules Capital, Inc. Common Stock $721,546 0.39% 45,754 $54,799 상승 ×1
PDEC $687,937 0.37% 14,991 $50,819
MBSF $681,340 0.37% 26,537 $78,995 상승 ×1
TFIN TFIN $627,650 0.34% 8,225 $136,946
JNJ Johnson & Johnson Common Stock $614,983 0.33% 2,421 $23,413 상승 ×1
QQQ Invesco QQQ Trust, Series 1 $594,996 0.32% 808 $126,753 하락 ×1
XLK XLK $579,709 0.31% 3,043 $175,324
AKRE $554,747 0.30% 10,430 $-9,797 하락 ×1
ISTB iShares Core 1-5 Year USD Bond ETF $539,808 0.29% 11,188 $16,224 상승 ×1
AXP American Express Company Common Stock $521,243 0.28% 1,541 $59,961 상승 ×1
F Ford Motor Company Common Stock $487,242 0.26% 35,053 $72,978 하락 ×1
ALAB Astera Labs, Inc. - Common Stock $483,020 0.26% 1,000 상승 ×1
SOXX SOXX $480,570 0.26% 750 $234,075
GOOG Alphabet Inc. - Class C Capital Stock $474,397 0.26% 1,343 $95,294 상승 ×1
VTV $464,990 0.25% 2,134 $46,365
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF $450,332 0.24% 8,065 $27,039 하락 ×1
XLE XLE $443,335 0.24% 8,347 $-67,891 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $430,768 0.23% 902 $125,937
PGR Progressive Corporation (The) Common Stock $416,803 0.23% 1,908 $53,627 상승 ×1
ANET Arista Networks, Inc. Common Stock $416,206 0.23% 2,450 $116,132 상승 ×1
ICOW $415,884 0.23% 9,990 $6,762 상승 ×1
TSLA Tesla, Inc. - Common Stock $408,457 0.22% 971 $33,313 하락 ×1
FHB First Hawaiian, Inc. - Common Stock $408,053 0.22% 13,927 $68,928 상승 ×1
IDMO $400,133 0.22% 6,637 $47,778 상승 ×1
MPC Marathon Petroleum Corporation Common Stock $396,289 0.22% 1,550 $13,171 하락 ×1
알 수 없는 발행자 (CUSIP: 12811T522) $394,670 0.21% 14,243 상승 ×1
UTG $385,298 0.21% 9,462 $14,063 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $379,102 0.21% 673 $-20,782 하락 ×1
APO Apollo Global Management, Inc. (New) Common Stock $371,848 0.20% 3,143 $25,666 상승 ×1
GE GE Aerospace Common Stock $359,943 0.20% 963 $96,633 상승 ×1
DAR Darling Ingredients Inc. Common Stock $357,761 0.19% 6,550 $-47,357
RNST Renasant Corporation Common Stock $355,671 0.19% 8,361 $54,110 상승 ×1
IDEV $335,034 0.18% 3,764 $-7,102 하락 ×1
IJR $332,511 0.18% 2,242 $122,303 상승 ×1
MUR Murphy Oil Corporation Common Stock $324,675 0.18% 9,972 $-85,795 상승 ×1
AMAT Applied Materials, Inc. - Common Stock $321,735 0.17% 445 상승 ×1
LOW Lowe's Companies, Inc. Common Stock $321,539 0.17% 1,458 $-32,815 하락 ×1
VUG $317,239 0.17% 3,683 $78,328 상승 ×1
DIS Walt Disney Company (The) Common Stock $314,398 0.17% 3,266 $6,611 상승 ×1
VGT $311,017 0.17% 2,602 $84,085 상승 ×1
BX Blackstone Inc. Common Stock $303,942 0.17% 2,583 $9,338 상승 ×1
BINC $303,332 0.16% 5,795 $2,376
VYM $302,727 0.16% 1,916 $1,999 하락 ×1
AGG $296,450 0.16% 2,995 $-29,701 하락 ×1
HIMU $290,284 0.16% 5,829 $-18,020 하락 ×1
COST Costco Wholesale Corporation - Common Stock $289,060 0.16% 309 $-18,837
AMD Advanced Micro Devices, Inc. - Common Stock $286,389 0.16% 493 상승 ×1
PJUL $284,318 0.15% 5,825 $16,557
DAPP VanEck Digital Transformation ETF $280,022 0.15% 14,449 $59,773 하락 ×1
CLSE $279,907 0.15% 8,200 $49,159
FBCG $277,011 0.15% 4,460 $70,517 상승 ×1
CSCO Cisco Systems, Inc. - Common Stock $274,621 0.15% 2,338 상승 ×1
MCO Moody's Corporation Common Stock $273,255 0.15% 603 $15,304 상승 ×1
MCD McDonald's Corporation Common Stock $269,229 0.15% 996 $-29,129 상승 ×1
EEM $267,345 0.15% 3,908 $58,006 상승 ×1
GEV GE Vernova Inc. Common Stock $266,693 0.14% 227 $33,629 하락 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
ALAB $483,020 1,000 0.26%
알 수 없는 발행자 (CUSIP: 12811T522) $394,670 14,243 0.21%
AMAT $321,735 445 0.17%
AMD $286,389 493 0.16%
CSCO $274,621 2,338 0.15%
THNQ $252,834 2,772 0.14%
INTC $248,883 1,782 0.14%
알 수 없는 발행자 (CUSIP: 78409V112) $240,691 591 0.13%
ITOT $216,015 1,315 0.12%
TSLX $212,686 12,387 0.12%
MTG $211,626 7,504 0.11%
BRKB $210,664 421 0.11%
MU $203,155 176 0.11%
GOOGL $200,365 561 0.11%
UAVS $8,913 10,000 0.00%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
RSP 추가 매수 +41K +$9.1M
BOXX 추가 매수 +50K +$6.0M
GMOV 추가 매수 +164K +$5.0M
MGMT 추가 매수 +74K +$4.1M
WCMI 추가 매수 +133K +$2.8M
NVDA 추가 매수 +321 +$966K
AAPL 축소함 -116 +$772K
KO 추가 매수 +221 +$575K
CAIE 추가 매수 +18K +$531K
QLTY 추가 매수 +987 +$473K

4개의 포지션이 숨겨졌습니다 (데이터 완전성 확인)

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
T 2026년 6월 30일 9,353 $271,153 22.3%
SPGI 2026년 6월 30일 592 $251,801 10.8%
SLV 2026년 6월 30일 3,445 $234,748 더 이상 추적하지 않음
GLD 2026년 6월 30일 536 $230,530 더 이상 추적하지 않음
VIST 2026년 6월 30일 3,000 $226,410 10.4%
ULTA 2026년 6월 30일 407 $212,743 18.9%
ADBE 2026년 6월 30일 857 $208,320 32.1%
WIW 2026년 6월 30일 11,000 $93,060 -0.3%
WEST 2026년 6월 30일 15,850 $67,363 2.2%