Jeter Robert S II
CIK 2093023 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $104.4M
- 持仓
- 47
- 截至
- 2026年6月30日
按 13F 价值排名第 8276（共 9443） · 前 87.6%
投资组合价值同比（季度）：+3.9% 13F不披露现金
- 前十大持仓权重
- 72.57%
- 前二十五大持仓权重
- 92.63%
- 持仓高于 1%
- 15
- 有效持仓数量
- 12.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.91% 估计买入 $4110614 · 卖出 $936477
- 新仓位
- 5
- 增加
- 23
- 减少
- 13
- 已结清
- 1
本页内容
行业细分
Technology
13.2%
Communication Services
2.1%
Retail
1.0%
Healthcare
0.9%
Industrials
0.9%
Consumer Discretionary
0.5%
Financial Services
0.5%
其他/未映射
81.0%
完整投资组合 47 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $22033071 | 21.11% | 29063 | $678903 | 上涨 ×1 | ||
| GSIE | $8346698 | 8.00% | 181174 | $227242 | 上涨 ×1 | ||
| MFSI MFS Active International ETF | $8151061 | 7.81% | 249803 | $252943 | 上涨 ×1 | ||
| FBND | $6384092 | 6.12% | 141085 | $59245 | 上涨 ×1 | ||
| JPIE | $5906631 | 5.66% | 128769 | $-59518 | 下跌 ×1 | ||
| MFSB MFS Active Core Plus Bond ETF | $5792542 | 5.55% | 233382 | $65824 | 上涨 ×1 | ||
| PYLD | $5532824 | 5.30% | 210374 | $116055 | 上涨 ×1 | ||
| IJH | $5005988 | 4.80% | 66156 | $198310 | 上涨 ×1 | ||
| IJR | $4803098 | 4.60% | 32997 | $311325 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3790968 | 3.63% | 12023 | $190470 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2949471 | 2.83% | 13981 | $-25993 | 上涨 ×1 | ||
| BINC | $2790619 | 2.67% | 53481 | $8439 | 上涨 ×1 | ||
| GSST | $2738507 | 2.62% | 54271 | $-107919 | 下跌 ×1 | ||
| JPST | $2687166 | 2.57% | 53264 | $-161002 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2314213 | 2.22% | 6009 | $284599 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1020369 | 0.98% | 4159 | $-172061 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $908972 | 0.87% | 2560 | $81680 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $877878 | 0.84% | 2195 | $-154161 | 下跌 ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $868041 | 0.83% | 5239 | $19378 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $720990 | 0.69% | 2019 | $-19866 | 上涨 ×1 | ||
| ADBE Adobe Inc. - Common Stock | $685457 | 0.66% | 3065 | 上涨 ×1 | |||
| USMV | $640765 | 0.61% | 6554 | $32024 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $619897 | 0.59% | 633 | $180026 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $578220 | 0.55% | 864 | $-101368 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $529475 | 0.51% | 445 | $123235 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $516632 | 0.49% | 1267 | $-19662 | 上涨 ×1 | ||
| SMMU | $468163 | 0.45% | 9293 | $-6811 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $466954 | 0.45% | 837 | $190654 | 上涨 ×1 | ||
| JMUB | $463299 | 0.44% | 9196 | $-7043 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $454551 | 0.44% | 2403 | $-65130 | 上涨 ×1 | ||
| MUNI | $453646 | 0.43% | 8674 | $-7486 | 下跌 ×1 | ||
| CTAS Cintas Corporation - Common Stock | $409400 | 0.39% | 2279 | $31046 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $399653 | 0.38% | 686 | 上涨 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $382596 | 0.37% | 2044 | $114489 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $362663 | 0.35% | 998 | $32953 | 上涨 ×1 | ||
| IEFA | $358645 | 0.34% | 3689 | $-295 | |||
| IEMG | $354474 | 0.34% | 4359 | $-7367 | |||
| ADI Analog Devices, Inc. - Common Stock | $343820 | 0.33% | 869 | $-13554 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $320504 | 0.31% | 1679 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $283386 | 0.27% | 538 | $7899 | 下跌 ×1 | ||
| FNDX | $270244 | 0.26% | 8604 | $8862 | |||
| SPY SPY | $264091 | 0.25% | 350 | $6062 | |||
| SNDK Sandisk Corporation - Common Stock | $260565 | 0.25% | 136 | 上涨 ×1 | |||
| VOO | $233145 | 0.22% | 336 | $5319 | |||
| APP Applovin Corporation - Class A Common Stock | $213946 | 0.20% | 422 | $13875 | 下跌 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $212437 | 0.20% | 1054 | 上涨 ×1 | |||
| WCC WESCO International, Inc. Common Stock | $202352 | 0.19% | 604 | $-12255 | |||
| 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
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 |
|---|---|---|---|---|
| PLTR | 2026年6月30日 | 1565 | $215657 | 49.7% |