Hudson Oak Wealth Advisory LLC
CIK 2088700 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $129.7M
- 持仓
- 52
- 截至
- 2026年6月30日
按 13F 价值排名第 7832（共 9443） · 前 82.9%
投资组合价值同比（季度）：+12.6% 13F不披露现金
- 前十大持仓权重
- 53.29%
- 前二十五大持仓权重
- 84.89%
- 持仓高于 1%
- 30
- 有效持仓数量
- 23.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.21% 估计买入 $2703113 · 卖出 $4856805
- 新仓位
- 2
- 增加
- 17
- 减少
- 30
- 已结清
- 2
本页内容
行业细分
Technology
10.1%
Communication Services
0.7%
Retail
0.3%
Financials
0.2%
其他/未映射
88.7%
完整投资组合 52 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $12476074 | 9.62% | 18165 | $1727794 | 上涨 ×2 | ||
| IEFA | $11709166 | 9.03% | 121238 | $929397 | 上涨 ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $10551870 | 8.14% | 40528 | $4559062 | 下跌 ×1 | ||
| VEA | $7080398 | 5.46% | 99374 | $444914 | 下跌 ×1 | ||
| QUAL | $5098456 | 3.93% | 23235 | $585359 | 下跌 ×1 | ||
| IJH | $4607862 | 3.55% | 59757 | $515949 | 下跌 ×1 | ||
| VTV | $4569992 | 3.52% | 20970 | $370527 | 下跌 ×2 | ||
| VWO | $4550706 | 3.51% | 76239 | $535602 | 上涨 ×2 | ||
| AGG | $4360366 | 3.36% | 44053 | $460048 | 上涨 ×2 | ||
| AVLV | $4086573 | 3.15% | 44804 | $477744 | 上涨 ×2 | ||
| ICSH | $4067644 | 3.14% | 80420 | $273068 | 上涨 ×2 | ||
| AVUV | $4009038 | 3.09% | 32134 | $331381 | 下跌 ×1 | ||
| MTUM | $3508865 | 2.71% | 10235 | $993770 | 下跌 ×1 | ||
| SUB | $3013846 | 2.32% | 28307 | $-7346 | 下跌 ×1 | ||
| BIL | $2883269 | 2.22% | 31463 | $-67264 | 下跌 ×2 | ||
| SPTS | $2723923 | 2.10% | 93896 | $411437 | 上涨 ×2 | ||
| GLDM | $2643495 | 2.04% | 33285 | $-491559 | 下跌 ×1 | ||
| USMV | $2471595 | 1.91% | 25623 | $169788 | 上涨 ×2 | ||
| IEMG | $2384632 | 1.84% | 28786 | $201387 | 下跌 ×1 | ||
| ACWV | $2383560 | 1.84% | 19825 | $90402 | 上涨 ×2 | ||
| RSP | $2373237 | 1.83% | 11154 | $240622 | 上涨 ×2 | ||
| IJR | $2358722 | 1.82% | 15904 | $318671 | 下跌 ×1 | ||
| AVDV | $2197953 | 1.70% | 21329 | $-1963 | 下跌 ×1 | ||
| MUB | $2082555 | 1.61% | 19351 | $363774 | 上涨 ×2 | ||
| IVV | $1869978 | 1.44% | 2497 | $123294 | 下跌 ×1 | ||
| IJJ | $1758873 | 1.36% | 11906 | $155888 | 下跌 ×1 | ||
| IJS | $1694285 | 1.31% | 12396 | $183929 | 下跌 ×1 | ||
| IAU | $1661749 | 1.28% | 22007 | $-278388 | |||
| VTEB | $1555133 | 1.20% | 30746 | $5051 | 下跌 ×2 | ||
| VNQ | $1339220 | 1.03% | 13888 | $169710 | 上涨 ×2 | ||
| XLRE XLRE | $1277310 | 0.99% | 29010 | $29913 | 下跌 ×1 | ||
| DISV | $1119547 | 0.86% | 27898 | $22050 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $899713 | 0.69% | 12256 | $36947 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $819969 | 0.63% | 4098 | $114347 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $656847 | 0.51% | 2270 | $62978 | 下跌 ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $634260 | 0.49% | 6200 | $59334 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $633109 | 0.49% | 8011 | $-2716 | 下跌 ×1 | ||
| SPY SPY | $606377 | 0.47% | 812 | $78301 | |||
| NYF | $527568 | 0.41% | 9787 | $13420 | 上涨 ×2 | ||
| CWB | $512037 | 0.39% | 4749 | $57640 | 下跌 ×1 | ||
| DBMF | $499923 | 0.39% | 16332 | $7513 | |||
| VV | $475284 | 0.37% | 1382 | $67055 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $417810 | 0.32% | 1753 | $46881 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $336464 | 0.26% | 902 | $-14087 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $327708 | 0.25% | 917 | $55389 | 下跌 ×2 | ||
| VTI | $301583 | 0.23% | 815 | $38198 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $295384 | 0.23% | 836 | $44381 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $280291 | 0.22% | 742 | $42587 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $270942 | 0.21% | 481 | $-15695 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $242224 | 0.19% | 740 | $20427 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $227395 | 0.18% | 197 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $217260 | 0.17% | 374 | 上涨 ×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 |
|---|---|---|---|
| DDOG | 削减 | -10K | +$4.6M |
| VOO | 增持 | +178 | +$1.7M |
| MTUM | 削减 | -245 | +$994K |
| IEFA | 增持 | +2K | +$929K |
| QUAL | 削减 | -294 | +$585K |
| VWO | 增持 | +2K | +$536K |
| IJH | 削减 | -837 | +$516K |
| GLDM | 削减 | -538 | -$492K |
| AVLV | 增持 | +35 | +$478K |
| AGG | 增持 | +5K | +$460K |
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 |
|---|---|---|---|---|
| CRM | 2026年3月31日 | 944 | $250075 | 10.1% |
| INDA | 2026年6月30日 | 4744 | $222209 | 不再跟踪 |
| EFAV | 2026年6月30日 | 2410 | $220202 | 不再跟踪 |
| SHYG | 2026年3月31日 | 5017 | $215079 | 不再跟踪 |
| BRKB | 2026年3月31日 | 419 | $210610 | 不再跟踪 |