My Portfolio Guide, LLC

CIK 2132204 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$180.8M
#6805 trên 9443 theo giá trị 13F · top 72.1%
Các vị thế
166
Tính đến
Ngày 31 tháng 3 năm 2026 Dữ liệu tính đến Q1 2026
Tỷ trọng 10 khoản nắm giữ hàng đầu
76,14%
Tỷ trọng 25 khoản nắm giữ hàng đầu
94,14%
Các vị thế trên 1%
18
Số lượng vị thế hiệu dụng
13,6

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
166
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

Technology
5,5%
Energy
0,8%
Industrials
0,8%
Healthcare
0,7%
Consumer Staples
0,6%
Consumer Discretionary
0,4%
Financial Services
0,4%
Utilities
0,4%
Real Estate
0,3%
Communication Services
0,3%
Financials
0,2%
Retail
0,2%
Communications
0,1%
Telecommunication
0,0%
Logistics & Transportation
0,0%
Consumer products
0,0%
Materials
0,0%
Khác/Chưa xác định
89,3%

Danh mục đầy đủ 166 các vị thế

Loại Chuỗi Xu hướng 8 quý
SPAB $29429023 16,28% 1148667 Tăng ×1
GLDM $18846472 10,42% 203402 Tăng ×1
SPSM $16261096 8,99% 336521 Tăng ×1
SPYM $14472818 8,00% 189081 Tăng ×1
SPMD $11732017 6,49% 198060 Tăng ×1
FTGC First Trust Global Tactical Commodity Strategy Fund $11516126 6,37% 401156 Tăng ×1
EFG $11239982 6,22% 100918 Tăng ×1
SPEM $8894456 4,92% 189600 Tăng ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $8224234 4,55% 208576 Tăng ×1
AAPL Apple Inc. - Common Stock $7060630 3,90% 27821 Tăng ×1
UCON $5904051 3,27% 238296 Tăng ×1
SPIB $4624033 2,56% 137866 Tăng ×1
SPTL $3670519 2,03% 139530 Tăng ×1
EPOL $2830671 1,57% 77579 Tăng ×1
OUNZ $2661329 1,47% 59075 Tăng ×1
USRT $2495360 1,38% 42157 Tăng ×1
RDVY First Trust Rising Dividend Achievers ETF $2473469 1,37% 36285 Tăng ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $2197117 1,22% 26544 Tăng ×1
COP ConocoPhillips Common Stock $1068439 0,59% 8094 Tăng ×1
VEU $1053938 0,58% 14034 Tăng ×1
QCOM QUALCOMM Incorporated - Common Stock $1027561 0,57% 7979 Tăng ×1
DBC $700430 0,39% 24194 Tăng ×1
MSFT Microsoft Corporation - Common Stock $689245 0,38% 1849 Tăng ×1
F Ford Motor Company Common Stock $586736 0,32% 50844 Tăng ×1
CMF $563881 0,31% 9917 Tăng ×1
PFE Pfizer, Inc. Common Stock $558440 0,31% 19887 Tăng ×1
R Ryder System, Inc. Common Stock $554417 0,31% 2708 Tăng ×1
MO Altria Group, Inc. $551804 0,31% 8362 Tăng ×1
WPC W. P. Carey Inc. REIT $510721 0,28% 7515 Tăng ×1
PM Philip Morris International Inc Common Stock $508221 0,28% 3074 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $478123 0,26% 2742 Tăng ×1
UBS UBS Group AG Registered Ordinary Shares $464018 0,26% 11877 Tăng ×1
SO Southern Company (The) Common Stock $454964 0,25% 4714 Tăng ×1
VRT Vertiv Holdings, LLC Class A Common Stock $442786 0,24% 1767 Tăng ×1
CVS CVS Health Corporation Common Stock $354366 0,20% 4934 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $313818 0,17% 1091 Tăng ×1
CVX Chevron Corporation Common Stock $307864 0,17% 1488 Tăng ×1
BAC Bank of America Corporation Common Stock $261088 0,14% 5356 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $238886 0,13% 1147 Tăng ×1
AVGO Broadcom Inc. - Common Stock $230698 0,13% 745 Tăng ×1
LLY Eli Lilly and Company Common Stock $203134 0,11% 221 Tăng ×1
SOFI SoFi Technologies, Inc. - Common Stock $201247 0,11% 12673 Tăng ×1
VTI $188085 0,10% 586 Tăng ×1
LMT Lockheed Martin Corporation Common Stock $171337 0,09% 283 Tăng ×1
SPY SPY $171176 0,09% 263 Tăng ×1
OKLO Oklo Inc. Class A common stock $147828 0,08% 2981 Tăng ×1
COST Costco Wholesale Corporation - Common Stock $133231 0,07% 134 Tăng ×1
ANET Arista Networks, Inc. Common Stock $125604 0,07% 1023 Tăng ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $124484 0,07% 851 Tăng ×1
BRKB $113091 0,06% 236 Tăng ×1
ACHR Archer Aviation Inc. Class A Common Stock $101182 0,06% 19571 Tăng ×1
XLK XLK $89941 0,05% 677 Tăng ×1
TSLA Tesla, Inc. - Common Stock $85131 0,05% 229 Tăng ×1
T AT&T Inc. $84094 0,05% 2901 Tăng ×1
VNQ $83512 0,05% 942 Tăng ×1
MSTR Strategy Inc - Class A Common Stock $83366 0,05% 668 Tăng ×1
XOM Exxon Mobil Corporation Common Stock $83337 0,05% 491 Tăng ×1
PANW Palo Alto Networks, Inc. - Common Stock $78557 0,04% 490 Tăng ×1
KTOS Kratos Defense & Security Solutions, Inc. - Common Stock $74036 0,04% 1050 Tăng ×1
TQQQ ProShares UltraPro QQQ $71026 0,04% 1704 Tăng ×1
AOR $67136 0,04% 1043 Tăng ×1
NFLX Netflix, Inc. - Common Stock $62498 0,03% 650 Tăng ×1
META Meta Platforms, Inc. - Class A Common Stock $60367 0,03% 106 Tăng ×1
ABBV AbbVie Inc. Common Stock $57364 0,03% 264 Tăng ×1
FTCB $53809 0,03% 2567 Tăng ×1
TDIV First Trust NASDAQ Technology Dividend Index Fund $53577 0,03% 572 Tăng ×1
JPM JP Morgan Chase & Co. Common Stock $50786 0,03% 173 Tăng ×1
FIXD First Trust Smith Opportunistic Fixed Income ETF $50537 0,03% 1159 Tăng ×1
CSCO Cisco Systems, Inc. - Common Stock $49921 0,03% 643 Tăng ×1
KO Coca-Cola Company (The) Common Stock $49175 0,03% 647 Tăng ×1
FTGS First Trust Growth Strength ETF $45075 0,02% 1324 Tăng ×1
ABT Abbott Laboratories Common Stock $42994 0,02% 419 Tăng ×1
ARTY $41039 0,02% 882 Tăng ×1
GOOG Alphabet Inc. - Class C Capital Stock $40483 0,02% 141 Tăng ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $38088 0,02% 141 Tăng ×1
V Visa Inc. $37844 0,02% 125 Tăng ×1
FMF $37470 0,02% 740 Tăng ×1
FDX FedEx Corporation Common Stock $37094 0,02% 104 Tăng ×1
LGOV $35825 0,02% 1661 Tăng ×1
FIIG $35609 0,02% 1716 Tăng ×1
EZBC $34762 0,02% 887 Tăng ×1
EETH $34594 0,02% 1333 Tăng ×1
CLX Clorox Company (The) Common Stock $32903 0,02% 318 Tăng ×1
EPD Enterprise Products Partners L.P. Common Stock $32168 0,02% 850 Tăng ×1
FVD $29734 0,02% 632 Tăng ×1
SBUX Starbucks Corporation - Common Stock $29306 0,02% 327 Tăng ×1
QQQ Invesco QQQ Trust, Series 1 $28933 0,02% 50 Tăng ×1
JNJ Johnson & Johnson Common Stock $28669 0,02% 117 Tăng ×1
AOM $28298 0,02% 597 Tăng ×1
MMM 3M Company Common Stock $28153 0,02% 194 Tăng ×1
HD Home Depot, Inc. (The) Common Stock $27102 0,01% 82 Tăng ×1
INTC Intel Corporation - Common Stock $25189 0,01% 571 Tăng ×1
FTA First Trust Large Cap Value AlphaDEX Fund $24645 0,01% 267 Tăng ×1
CLNE Clean Energy Fuels Corp. - Common Stock $24440 0,01% 9855 Tăng ×1
DELL Dell Technologies Inc. Class C Common Stock $23977 0,01% 146 Tăng ×1
LMBS First Trust Low Duration Opportunities ETF $23976 0,01% 481 Tăng ×1
FSIG $23863 0,01% 1260 Tăng ×1
EMXC iShares MSCI Emerging Markets ex China ETF $22733 0,01% 289 Tăng ×1
VST Vistra Corp. Common Stock $22634 0,01% 151 Tăng ×1
VXUS Vanguard Total International Stock ETF $20511 0,01% 266 Tăng ×1

Các khoản đặt cược mới lớn nhất

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

Chứng khoán Giá trị Cổ phiếu % của danh mục
SPAB $29429023 1148667 16,28%
GLDM $18846472 203402 10,42%
SPSM $16261096 336521 8,99%
SPYM $14472818 189081 8,00%
SPMD $11732017 198060 6,49%
FTGC $11516126 401156 6,37%
EFG $11239982 100918 6,22%
SPEM $8894456 189600 4,92%
SDVY $8224234 208576 4,55%
AAPL $7060630 27821 3,90%
UCON $5904051 238296 3,27%
SPIB $4624033 137866 2,56%
SPTL $3670519 139530 2,03%
EPOL $2830671 77579 1,57%
OUNZ $2661329 59075 1,47%