Ferguson Johnson Wealth Management Inc
CIK 2109387 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $137K
- 持仓
- 38
- 截至
- 2026年6月30日
按 13F 价值排名第 9386（共 9443） · 前 99.4%
投资组合价值同比（季度）：+11.3% 13F不披露现金
- 前十大持仓权重
- 80.62%
- 前二十五大持仓权重
- 97.16%
- 持仓高于 1%
- 17
- 有效持仓数量
- 10.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.2% 估计买入 $13635 · 卖出 $264
- 新仓位
- 4
- 增加
- 22
- 减少
- 4
- 已结清
- 3
本页内容
行业细分
Technology
1.4%
Retail
0.4%
Consumer Discretionary
0.4%
Communication Services
0.4%
Healthcare
0.1%
其他/未映射
97.3%
完整投资组合 38 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFCF | $30974 | 22.58% | 733815 | $1452 | 上涨 ×2 | ||
| DFAC | $13677 | 9.97% | 308320 | $1525 | 下跌 ×1 | ||
| AVIG | $11949 | 8.71% | 288554 | $660 | 上涨 ×2 | ||
| AVUV | $10999 | 8.02% | 88162 | $1263 | 上涨 ×1 | ||
| IWF | $9849 | 7.18% | 79322 | $1394 | 上涨 ×1 | ||
| AVSF | $9234 | 6.73% | 198305 | $262 | 上涨 ×2 | ||
| DFAT | $6752 | 4.92% | 96606 | $682 | 下跌 ×2 | ||
| AVDE | $6665 | 4.86% | 74726 | $449 | 上涨 ×2 | ||
| AVEM | $5280 | 3.85% | 54727 | $959 | 上涨 ×1 | ||
| BSV | $5193 | 3.79% | 66656 | $261 | 上涨 ×2 | ||
| DIHP | $3437 | 2.51% | 100741 | $404 | 上涨 ×1 | ||
| DFLV | $3213 | 2.34% | 81283 | $1014 | 上涨 ×2 | ||
| DFIV | $2911 | 2.12% | 53901 | $267 | 上涨 ×1 | ||
| DFAR | $2423 | 1.77% | 92655 | $378 | 上涨 ×2 | ||
| DISV | $2145 | 1.56% | 53460 | $233 | 上涨 ×1 | ||
| VBK | $1932 | 1.41% | 5285 | $547 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1523 | 1.11% | 5266 | $220 | 上涨 ×1 | ||
| AVGE | $1085 | 0.79% | 10954 | $437 | 上涨 ×2 | ||
| BRKA | $748 | 0.55% | 1 | $30 | |||
| SDY | $743 | 0.54% | 4887 | $30 | |||
| DFAX | $594 | 0.43% | 16142 | $72 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $526 | 0.38% | 2210 | $67 | 上涨 ×1 | ||
| DFAW | $495 | 0.36% | 5991 | $58 | 上涨 ×1 | ||
| VXF | $463 | 0.34% | 1883 | $76 | |||
| MSFT Microsoft Corporation - Common Stock | $442 | 0.32% | 1186 | $43 | 上涨 ×1 | ||
| DFUV | $368 | 0.27% | 6695 | $44 | |||
| AVLV | $360 | 0.26% | 3949 | $46 | 上涨 ×2 | ||
| IYR | $359 | 0.26% | 3514 | $28 | 上涨 ×2 | ||
| VT | $359 | 0.26% | 2289 | $30 | 下跌 ×1 | ||
| MAR Marriott International - Class A Common Stock | $350 | 0.26% | 946 | $31 | 下跌 ×1 | ||
| IBDS | $325 | 0.24% | 13452 | $-1 | |||
| IBDT | $308 | 0.22% | 12210 | $-1 | |||
| IBDR | $305 | 0.22% | 12593 | $0 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $271 | 0.20% | 760 | 上涨 ×1 | |||
| DFAE | $256 | 0.19% | 6369 | 上涨 ×1 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $221 | 0.16% | 6500 | ||||
| GOOG Alphabet Inc. - Class C Capital Stock | $213 | 0.16% | 604 | 上涨 ×1 | |||
| DHR Danaher Corporation Common Stock | $204 | 0.15% | 1073 | $1 | |||
| 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 |
|---|---|---|---|
| DFAC | 削减 | -4K | +$2K |
| DFCF | 增持 | +35K | +$1K |
| IWF | 增持 | +59K | +$1K |
| AVUV | 增持 | +21 | +$1K |
| DFLV | 增持 | +20K | +$1K |
| AVEM | 增持 | +1K | +$959 |
| DFAT | 削减 | -602 | +$682 |
| AVIG | 增持 | +17K | +$660 |
| VBK | 增持 | +701 | +$547 |
| AVDE | 增持 | +1K | +$449 |
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。