Phân bổ theo ngành

04
Technology 32,0%
Financials 8,7%
Healthcare 7,2%
Communication Services 5,0%
Industrials 3,4%
Energy 2,6%
Retail 2,6%
Consumer products 1,2%
Utilities 1,2%
Consumer Staples 1,0%
Consumer Discretionary 0,8%
Materials 0,6%
Real Estate 0,1%
Khác/Chưa xác định 33,5%

Danh mục đầy đủ 258 các vị thế

05
Loại Chuỗi Xu hướng 8 quý
AAPL Apple Inc. - Common Stock $101503 23,20% 459850 $-9917 Tăng ×1
MSFT Microsoft Corporation - Common Stock $20117 4,60% 51179 $-230 Tăng ×1
VUG Vanguard Morningstar Growth ETF $17328 3,96% 44522 $-563 Tăng ×1
BRK-B (đã nộp dưới dạng BRKB) Berkshire Hathaway Inc. Class B $15878 3,63% 30195 $2228 Tăng ×1
VGT Vanguard Information Tech ETF $10498 2,40% 18244 $-112 Tăng ×1
VTV Vanguard Morningstar Value ETF $8796 2,01% 50390 $649 Tăng ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $8291 1,90% 101930 $1004 Tăng ×1
CGXU Capital Group International Focus Equity ETF $7579 1,73% 293543 $941 Tăng ×1
JPST JPMorgan Ultra-Short Income ETF $7334 1,68% 145061 $2867 Tăng ×1
CGDV Capital Group Dividend Value ETF $6859 1,57% 188067 $916 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $6702 1,53% 55197 $1101 Tăng ×1
XOM Exxon Mobil Corporation Common Stock $6218 1,42% 53693 $408 Giảm ×1
LLY Eli Lilly and Company Common Stock $5942 1,36% 6871 $746 Tăng ×1
JPM JP Morgan Chase & Co. Common Stock $5575 1,27% 22474 $242 Tăng ×1
GOOG Alphabet Inc. - Class C Capital Stock $4867 1,11% 28639 $-533 Tăng ×1
VHT Vanguard Health Care ETF $4716 1,08% 17509 $666 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $4660 1,07% 22925 $-129 Tăng ×1
VDE Vanguard Energy ETF $4309 0,98% 33150 $759 Tăng ×1
JNJ Johnson & Johnson Common Stock $4116 0,94% 25209 $572 Tăng ×1
PG Procter & Gamble Company (The) Common Stock $3840 0,88% 23183 $-44 Tăng ×1
VZ Verizon Communications Inc. Common Stock $3485 0,80% 80014 $272 Giảm ×1
VPU Vanguard Utilities ETF $3428 0,78% 20102 $261 Tăng ×1
FBND Fidelity Merrimack Street Trust $3202 0,73% 70305 $262 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $3091 0,71% 18433 $-383 Tăng ×1
COST Costco Wholesale Corporation - Common Stock $3047 0,70% 3290 $563 Tăng ×1
IGLB iShares 10 Year Investment Grade Corporate Bond ETF $2954 0,68% 59018 $37 Giảm ×1
BMY Bristol-Myers Squibb Company Common Stock $2858 0,65% 46807 $368 Tăng ×1
T AT&T Inc. $2783 0,64% 103238 $423 Giảm ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $2762 0,63% 5011 $3 Tăng ×1
MRK Merck & Company, Inc. Common Stock (new) $2620 0,60% 28385 $-193 Tăng ×1
MA Mastercard Incorporated Common Stock $2614 0,60% 4809 $95 Tăng ×1
PFE Pfizer, Inc. Common Stock $2550 0,58% 97540 $-14 Tăng ×1
V Visa Inc. $2425 0,55% 7052 $-5 Giảm ×1
ADP Automatic Data Processing, Inc. - Common Stock $2408 0,55% 8056 $56 Tăng ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $2391 0,55% 4629 $1561 Tăng ×1
META Meta Platforms, Inc. - Class A Common Stock $2375 0,54% 3839 $192 Tăng ×1
IVV iShares Trust $2353 0,54% 4080 $-43 Tăng ×1
IWM iShares Russell 2000 Index Fund $2280 0,52% 10918 $-75 Tăng ×1
VYM Vanguard High Dividend Yield ETF $2273 0,52% 17522 $58 Tăng ×1
IJR iShares Trust $2269 0,52% 21003 $-19 Tăng ×1
GE GE Aerospace Common Stock $2193 0,50% 10429 $258 Giảm ×1
CVX Chevron Corporation Common Stock $2006 0,46% 12158 $238 Giảm ×1
IBM International Business Machines Corporation Common Stock $1914 0,44% 7702 $215 Giảm ×1
ORCL Oracle Corporation Common Stock $1901 0,43% 12275 $-138 Tăng ×1
BINC iShares Flexible Income Active ETF $1865 0,43% 35583 $95 Tăng ×1
SPY SPY $1817 0,42% 3164 $416 Tăng ×1
AXP American Express Company Common Stock $1743 0,40% 6272 $430 Tăng ×1
QQQ Invesco QQQ Trust, Series 1 $1733 0,40% 3532 $456 Tăng ×1
MO Altria Group, Inc. $1668 0,38% 28926 $161 Tăng ×1
NVO Novo Nordisk A/S Common Stock $1602 0,37% 21269 $-245 Giảm ×1
VXUS Vanguard Total International Stock ETF $1558 0,36% 24520 $153 Tăng ×1
PEG Public Service Enterprise Group Incorporated Common Stock $1542 0,35% 18503 $-48 Giảm ×1
MINT PIMCO ETF Trust $1498 0,34% 14901 $-51 Giảm ×1
IWF iShares Russell 1000 Growth Fund $1401 0,32% 3707 $-83 Tăng ×1
CSCO Cisco Systems, Inc. - Common Stock $1387 0,32% 22751 $-213 Giảm ×1
JEPI JPMorgan Equity Premium Income ETF $1370 0,31% 23701 $155 Tăng ×1
DIS Walt Disney Company (The) Common Stock $1347 0,31% 13445 $-268 Giảm ×1
JCPB JPMorgan Core Plus Bond ETF $1337 0,31% 28589 $904 Tăng ×1
TSLA Tesla, Inc. - Common Stock $1325 0,30% 4759 $-651 Giảm ×1
ABBV AbbVie Inc. Common Stock $1319 0,30% 6305 $130 Giảm ×1
WMT Walmart Inc. - Common Stock $1312 0,30% 15000 $-41 Tăng ×1
SYK Stryker Corporation Common Stock $1281 0,29% 3423 $56 Tăng ×1
VIS Vanguard Industrials ETF $1279 0,29% 5003 $283 Tăng ×1
NFLX Netflix, Inc. - Common Stock $1211 0,28% 1246 $100
HD Home Depot, Inc. (The) Common Stock $1207 0,28% 3319 $49 Tăng ×1
FISV Fiserv, Inc. - Common Stock $1190 0,27% 5366 $103 Tăng ×1
HON Honeywell International Inc. - Common Stock $1140 0,26% 5383 $-85 Giảm ×1
TJX TJX Companies, Inc. (The) Common Stock $1127 0,26% 9424 $42 Tăng ×1
VTI Vanguard Morningstar Total Stock Market ETF $1118 0,26% 3936 $58 Tăng ×1
GLD SPDR Gold Shares $1101 0,25% 3970 $276 Tăng ×1
AVGO Broadcom Inc. - Common Stock $1075 0,25% 5620 $-223 Tăng ×1
AMGN Amgen Inc. - Common Stock $1025 0,23% 3261 $168 Giảm ×1
MMM 3M Company Common Stock $1019 0,23% 6650 $33 Giảm ×1
PEP PepsiCo, Inc. - Common Stock $1014 0,23% 6926 $-80 Giảm ×1
VOO Vanguard S&P 500 ETF $991 0,23% 1871 $93 Tăng ×1
DHR Danaher Corporation Common Stock $977 0,22% 4589 $-84 Giảm ×1
MUB iShares Trust $973 0,22% 9219 $-112 Giảm ×1
MLPX Global X Funds $911 0,21% 14039 $61 Tăng ×1
IVW iShares S&P 500 Growth ETF $895 0,20% 9219 $-40 Tăng ×1
ABT Abbott Laboratories Common Stock $889 0,20% 6985 $29 Giảm ×1
UPS United Parcel Service, Inc. Common Stock $888 0,20% 7670 $-210 Giảm ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $881 0,20% 7454 $63 Giảm ×1
CGCB Capital Group Fixed Income ETF Trust $870 0,20% 33195 $-21 Giảm ×1
INTU Intuit Inc. - Common Stock $857 0,20% 1398 $-22
GEV GE Vernova Inc. Common Stock $843 0,19% 2454 $-53 Giảm ×1
RSP Invesco Exchange-Traded Fund Trust $842 0,19% 4794 $149 Tăng ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $812 0,19% 2645 $-106 Tăng ×1
KO Coca-Cola Company (The) Common Stock $811 0,19% 11766 $77 Giảm ×1
ISTB iShares Core 1-5 Year USD Bond ETF $804 0,18% 16685 $-167 Giảm ×1
BAC Bank of America Corporation Common Stock $803 0,18% 18645 $-21 Giảm ×1
SCHF SCHWAB STRATEGIC TRUST $800 0,18% 39491 $123 Tăng ×1
PANW Palo Alto Networks, Inc. - Common Stock $799 0,18% 4326 $-43 Giảm ×1
MCD McDonald's Corporation Common Stock $795 0,18% 2600 $35 Giảm ×1
SCHD SCHWAB STRATEGIC TRUST $786 0,18% 27994 $212 Tăng ×1
BR Broadridge Financial Solutions, Inc. Common Stock $785 0,18% 3328 $33
SCHG SCHWAB STRATEGIC TRUST $784 0,18% 29832 $-21 Tăng ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $781 0,18% 14527 $23 Tăng ×1
WFC Wells Fargo & Company Common Stock $775 0,18% 10435 $40 Giảm ×1
SCHM SCHWAB STRATEGIC TRUST $764 0,17% 28149 $-49 Giảm ×1
BIV VANGUARD BOND INDEX FUNDS $760 0,17% 9997 $61 Tăng ×1

Các khoản đặt cược mới lớn nhất

09

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoánGiá trịCổ phiếu% của danh mục
SUN $518 9094 0,12%
BSCT $370 20014 0,08%
AMD $234 2057 0,05%
VRTX $223 435 0,05%
AEP $220 2112 0,05%
EQT $216 4000 0,05%
FENY $212 8325 0,05%
TXRH $211 1200 0,05%
COF $209 1157 0,05%
SDY $207 1539 0,05%
SCHW $202 2529 0,05%
AMP $201 395 0,05%
DOV $200 1078 0,05%
BWLP $188 16100 0,04%
VIAV $141 12000 0,03%

Các mã biến động mạnh nhất (QoQ)

10
Chứng khoánHành độngCổ phiếu ΔGiá trị Δ
AAPL Mua thêm +15K -$10K
JPST Mua thêm +56K +$3K
BRK-B (đã nộp dưới dạng BRKB) Mua thêm +80 +$2K
UNH Mua thêm +3K +$2K
NVDA Mua thêm +13K +$1K
VCIT Mua thêm +11K +$1K
CGXU Mua thêm +24K +$941
CGDV Mua thêm +20K +$916
JCPB Mua thêm +19K +$904
VDE Mua thêm +4K +$759