Christensen, King & Associates Investment Services, Inc.
CIK 2032544 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $251.7M
- 持仓
- 108
- 截至
- 2026年6月30日
按 13F 价值排名第 5715（共 9443） · 前 60.5%
投资组合价值同比（季度）：+8.0% 13F不披露现金
- 前十大持仓权重
- 59.53%
- 前二十五大持仓权重
- 80.41%
- 持仓高于 1%
- 21
- 有效持仓数量
- 21.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.64% 估计买入 $1539973 · 卖出 $4879651
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 93.1% 仍持有
- 新仓位
- 6
- 增加
- 2
- 减少
- 32
- 已结清
- 3
本页内容
行业细分
Technology
4.1%
Retail
1.1%
Healthcare
0.9%
Industrials
0.3%
Communication Services
0.2%
Energy
0.2%
Consumer Discretionary
0.2%
Financial Services
0.1%
其他/未映射
93.1%
完整投资组合 108 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $33624775 | 13.36% | 1142534 | $4155271 | 下跌 ×1 | ||
| SCHB | $17235649 | 6.85% | 595154 | $1807414 | 下跌 ×6 | ||
| SCHD | $15376233 | 6.11% | 484902 | $89833 | 下跌 ×1 | ||
| SCHA | $14679104 | 5.83% | 406286 | $2585038 | 下跌 ×2 | ||
| SCHG | $14171216 | 5.63% | 418771 | $1511290 | 下跌 ×6 | ||
| SCHF | $13334701 | 5.30% | 481397 | $1266924 | 下跌 ×5 | ||
| SCHM | $12753790 | 5.07% | 345912 | $1761234 | 下跌 ×1 | ||
| SCHZ | $12583097 | 5.00% | 544016 | $-101607 | 下跌 ×1 | ||
| SCHV | $9531193 | 3.79% | 273806 | $905294 | 下跌 ×1 | ||
| VOO | $6542357 | 2.60% | 9526 | $850266 | |||
| SCHR | $5378389 | 2.14% | 218102 | $-149256 | 下跌 ×1 | ||
| SCHE | $4552311 | 1.81% | 125546 | $403413 | 下跌 ×6 | ||
| IOO | $4542466 | 1.80% | 33254 | $475817 | 下跌 ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $4345063 | 1.73% | 36995 | $-92356 | 下跌 ×5 | ||
| SCHO | $4305329 | 1.71% | 178348 | $-106030 | 下跌 ×1 | ||
| SCHP | $3999767 | 1.59% | 150935 | $-120291 | 下跌 ×1 | ||
| VTI | $3912807 | 1.55% | 10574 | $520559 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $3620797 | 1.44% | 38287 | $-33310 | |||
| AAPL Apple Inc. - Common Stock | $3417319 | 1.36% | 11810 | $397999 | 下跌 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3088952 | 1.23% | 4195 | $667874 | |||
| NVDA NVIDIA Corporation - Common Stock | $2668705 | 1.06% | 13338 | $342654 | 上涨 ×1 | ||
| AGG | $2465129 | 0.98% | 24905 | $-17248 | 下跌 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $2387788 | 0.95% | 29080 | $-13377 | |||
| SCHC | $2013724 | 0.80% | 41848 | $57750 | |||
| IVV | $1857829 | 0.74% | 2481 | $237361 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1749557 | 0.70% | 20245 | $-20724 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1734810 | 0.69% | 21951 | $-75918 | 下跌 ×1 | ||
| VIG | $1654122 | 0.66% | 6991 | $150718 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1596202 | 0.63% | 19313 | $-38759 | 下跌 ×1 | ||
| IJR | $1537547 | 0.61% | 10367 | $236752 | 下跌 ×1 | ||
| IJH | $1340168 | 0.53% | 17380 | $166500 | |||
| LLY Eli Lilly and Company Common Stock | $1337364 | 0.53% | 1115 | $311820 | |||
| MSFT Microsoft Corporation - Common Stock | $1303556 | 0.52% | 3495 | $9959 | |||
| GLD | $1241441 | 0.49% | 3370 | $-208636 | |||
| IJS | $1164427 | 0.46% | 8519 | $155308 | |||
| VYM | $1147656 | 0.46% | 7262 | $38946 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $1119492 | 0.44% | 15250 | $-3508 | |||
| VHT | $1119445 | 0.44% | 3744 | $99885 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1012230 | 0.40% | 4247 | $127707 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $1010770 | 0.40% | 5659 | $191797 | |||
| VDC | $1009859 | 0.40% | 4479 | $-13263 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $943398 | 0.37% | 1624 | $613028 | |||
| TIP | $906018 | 0.36% | 8279 | $-7700 | |||
| VT | $831342 | 0.33% | 5297 | $98680 | |||
| VPU | $816971 | 0.32% | 4174 | $-10059 | |||
| SPGM | $805974 | 0.32% | 9408 | $52895 | 下跌 ×3 | ||
| VEU | $759581 | 0.30% | 9070 | $78452 | |||
| GME GameStop Corporation Common Stock | $743500 | 0.30% | 33673 | $-32326 | |||
| SCHH | $707512 | 0.28% | 29878 | $-5119 | 下跌 ×3 | ||
| VUSB | $693485 | 0.28% | 13931 | $-70 | |||
| BRKB | $689537 | 0.27% | 1378 | $29199 | |||
| SCHI | $632121 | 0.25% | 27921 | $-1117 | |||
| XT iShares Future Exponential Technologies ETF | $580992 | 0.23% | 7031 | $101817 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $578917 | 0.23% | 4962 | $-146924 | |||
| PGX | $575328 | 0.23% | 53075 | $-13704 | 下跌 ×2 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $563639 | 0.22% | 19276 | $10024 | |||
| VB | $550449 | 0.22% | 1816 | $74817 | |||
| IVW | $547134 | 0.22% | 3978 | $97150 | |||
| ABBV AbbVie Inc. Common Stock | $522129 | 0.21% | 2075 | $70858 | |||
| VCR | $518024 | 0.21% | 1306 | $49085 | |||
| IWR | $504449 | 0.20% | 4573 | $59855 | |||
| BNDX Vanguard Total International Bond ETF | $501921 | 0.20% | 10364 | $3939 | |||
| AMAT Applied Materials, Inc. - Common Stock | $493991 | 0.20% | 683 | $260463 | |||
| COST Costco Wholesale Corporation - Common Stock | $457783 | 0.18% | 489 | $-29831 | |||
| VTV | $451087 | 0.18% | 2070 | $44978 | |||
| SCHJ | $448892 | 0.18% | 18203 | $-29502 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $443026 | 0.18% | 1240 | $86542 | |||
| MUNI | $440262 | 0.17% | 8370 | $3432 | |||
| XOM Exxon Mobil Corporation Common Stock | $428237 | 0.17% | 3132 | $-170870 | 下跌 ×3 | ||
| VGT | $425319 | 0.17% | 3559 | $-2070373 | 下跌 ×2 | ||
| PFF iShares Preferred and Income Securities ETF | $417748 | 0.17% | 13701 | $2329 | |||
| IAU | $393332 | 0.16% | 5209 | $-65893 | |||
| XLU XLU | $373420 | 0.15% | 8236 | $-4530 | |||
| CAT Caterpillar, Inc. Common Stock | $372715 | 0.15% | 350 | $124754 | |||
| IUSV iShares Core S&P U.S. Value ETF | $372596 | 0.15% | 3383 | $26723 | |||
| VTEB | $364560 | 0.14% | 7208 | $104953 | 上涨 ×2 | ||
| ISCB | $360686 | 0.14% | 4777 | $49762 | |||
| MUB | $346585 | 0.14% | 3220 | $4735 | |||
| MU Micron Technology, Inc. - Common Stock | $345312 | 0.14% | 299 | 上涨 ×1 | |||
| IYH | $342514 | 0.14% | 5111 | $27448 | |||
| FXH | $311739 | 0.12% | 2547 | $32167 | |||
| IWD | $306834 | 0.12% | 1266 | $36400 | |||
| LQD | $303667 | 0.12% | 2784 | $223 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $292987 | 0.12% | 6072 | $-1275 | |||
| ITW Illinois Tool Works Inc. Common Stock | $284264 | 0.11% | 1051 | $10699 | |||
| V Visa Inc. | $282862 | 0.11% | 824 | $33679 | |||
| IEFA | $280039 | 0.11% | 2900 | $17542 | |||
| XLV XLV | $278448 | 0.11% | 1755 | $21147 | |||
| VXUS Vanguard Total International Stock ETF | $278355 | 0.11% | 3256 | $27285 | |||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $276690 | 0.11% | 1187 | $60264 | |||
| TSLA Tesla, Inc. - Common Stock | $271708 | 0.11% | 646 | $31557 | |||
| IBM International Business Machines Corporation Common Stock | $270805 | 0.11% | 963 | $37383 | |||
| MCD McDonald's Corporation Common Stock | $262142 | 0.10% | 970 | $-39257 | |||
| EWC | $255128 | 0.10% | 4426 | $-83323 | 下跌 ×3 | ||
| NEAR | $253202 | 0.10% | 4998 | $-31223 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $248190 | 0.10% | 1777 | 上涨 ×1 | |||
| IDV | $247848 | 0.10% | 5982 | $-6760 | |||
| IYE | $244430 | 0.10% | 4319 | $-35332 | |||
| ABT Abbott Laboratories Common Stock | $240155 | 0.10% | 2647 | $-31574 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $230280 | 0.09% | 2413 | $21232 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHX | 削减 | -7K | +$4.2M |
| SCHA | 削减 | -10K | +$2.6M |
| SCHB | 削减 | -20K | +$1.8M |
| SCHM | 削减 | -9K | +$1.8M |
| SCHG | 削减 | -16K | +$1.5M |
| SCHF | 削减 | -6K | +$1.3M |
| SCHV | 削减 | -9K | +$905K |
| VOO | 仅价格变动 | +0 | +$850K |
| QQQ | 仅价格变动 | +0 | +$668K |
| AMD | 仅价格变动 | +0 | +$613K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VUG | 2026年6月30日 | 1207 | $527206 | 不再跟踪 |
| HDV | 2025年12月31日 | 2846 | $348553 | 不再跟踪 |
| ORCL | 2025年12月31日 | 958 | $269428 | -24.9% |
| SPY | 2026年3月31日 | 372 | $253515 | 不再跟踪 |
| FNDX | 2026年6月30日 | 7826 | $217948 | 不再跟踪 |
| CVX | 2025年6月30日 | 1284 | $213067 | 44.3% |
| HD | 2025年6月30日 | 590 | $212809 | -8.5% |
| GBTC | 2025年12月31日 | 2367 | $212486 | 不再跟踪 |
| HD | 2025年12月31日 | 523 | $212002 | -2.5% |
| VWO | 2026年3月31日 | 3859 | $207460 | 不再跟踪 |
| EFA | 2026年3月31日 | 2122 | $203817 | 不再跟踪 |
| PG | 2025年9月30日 | 1277 | $203502 | -6.7% |
| HDV | 2026年6月30日 | 1488 | $201947 | 不再跟踪 |