Mine & Arao Wealth Creation & Management, LLC.
CIK 1802994 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $275.9M
- 持仓
- 78
- 截至
- 2026年6月30日
按 13F 价值排名第 5430（共 9443） · 前 57.5%
投资组合价值同比（季度）：+15.8% 13F不披露现金
- 前十大持仓权重
- 76.38%
- 前二十五大持仓权重
- 89.55%
- 持仓高于 1%
- 14
- 有效持仓数量
- 11.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.09% 估计买入 $3267826 · 卖出 $2813421
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.7% 仍持有
- 新仓位
- 5
- 增加
- 44
- 减少
- 17
- 已结清
- 2
本页内容
行业细分
Technology
17.7%
Communication Services
6.8%
Retail
5.7%
Financials
4.3%
Financial Services
2.7%
Industrials
2.2%
Healthcare
1.0%
Consumer Staples
0.5%
Consumer products
0.5%
Consumer Discretionary
0.5%
Communications
0.2%
Telecommunication
0.1%
Real Estate
0.1%
其他/未映射
57.5%
完整投资组合 78 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $51193332 | 18.55% | 69519 | $9793229 | 下跌 ×6 | ||
| SPY SPY | $41733792 | 15.13% | 55886 | $5342215 | 下跌 ×2 | ||
| DIA | $27190847 | 9.86% | 52051 | $3077228 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $25155262 | 9.12% | 86934 | $2905544 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $16811872 | 6.09% | 84022 | $2328025 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $15262579 | 5.53% | 64037 | $2033268 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12546519 | 4.55% | 35509 | $2333461 | 下跌 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $8487890 | 3.08% | 25931 | $1043469 | 上涨 ×4 | ||
| SDY | $6864406 | 2.49% | 45107 | $659054 | 上涨 ×6 | ||
| V Visa Inc. | $5489198 | 1.99% | 15999 | $884712 | 上涨 ×5 | ||
| DVY iShares Select Dividend ETF | $4559320 | 1.65% | 29171 | $177142 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4034267 | 1.46% | 11289 | $743276 | 下跌 ×6 | ||
| IYH | $2975319 | 1.08% | 44401 | $301295 | 上涨 ×1 | ||
| IJR | $2963124 | 1.07% | 19979 | $500567 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $2728167 | 0.99% | 33013 | $152692 | 上涨 ×1 | ||
| ICF | $2722091 | 0.99% | 40250 | $237576 | 上涨 ×1 | ||
| VEU | $2638241 | 0.96% | 31501 | $281623 | 上涨 ×6 | ||
| IJH | $2028243 | 0.74% | 26303 | $269825 | 上涨 ×2 | ||
| IYY | $1926341 | 0.70% | 10568 | $243675 | 下跌 ×6 | ||
| LRCX Lam Research Corporation - Common Stock | $1889319 | 0.68% | 4360 | $882980 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1837063 | 0.67% | 4925 | $58013 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1765228 | 0.64% | 1658 | $591982 | 上涨 ×2 | ||
| BRKB | $1737855 | 0.63% | 3473 | $66405 | 下跌 ×3 | ||
| WM Waste Management, Inc. Common Stock | $1275638 | 0.46% | 5723 | $62015 | 上涨 ×5 | ||
| MA Mastercard Incorporated Common Stock | $1265663 | 0.46% | 2464 | $36270 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1137642 | 0.41% | 8854 | $73087 | 上涨 ×4 | ||
| KO Coca-Cola Company (The) Common Stock | $1120568 | 0.41% | 13788 | $97101 | 上涨 ×1 | ||
| IYG | $1092204 | 0.40% | 12073 | $94305 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1067719 | 0.39% | 925 | $729879 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $986734 | 0.36% | 6729 | $5276 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $962840 | 0.35% | 1709 | $-10886 | 上涨 ×1 | ||
| SPYV | $927340 | 0.34% | 15255 | $66146 | 上涨 ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $916758 | 0.33% | 1800 | $-311274 | |||
| PAVE | $902502 | 0.33% | 15317 | $124224 | |||
| EFA | $833836 | 0.30% | 8027 | $65410 | 上涨 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $776611 | 0.28% | 2469 | $70467 | 上涨 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $749415 | 0.27% | 10496 | $-267276 | 下跌 ×1 | ||
| XLK XLK | $743610 | 0.27% | 3903 | $224894 | |||
| ORCL Oracle Corporation Common Stock | $734306 | 0.27% | 5011 | $-31674 | 下跌 ×2 | ||
| IJK | $721191 | 0.26% | 6138 | $104084 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $694810 | 0.25% | 12194 | $101346 | 上涨 ×5 | ||
| IVV | $674210 | 0.24% | 900 | $86236 | |||
| TSLA Tesla, Inc. - Common Stock | $651930 | 0.24% | 1550 | $75717 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $649322 | 0.24% | 5528 | $220458 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $637690 | 0.23% | 532 | $149248 | 上涨 ×1 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $612235 | 0.22% | 12689 | $-106 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $605904 | 0.22% | 2386 | $24735 | 上涨 ×4 | ||
| TIP | $599721 | 0.22% | 5480 | $-2201 | 上涨 ×1 | ||
| NOBL | $594487 | 0.22% | 10586 | $13636 | 上涨 ×1 | ||
| XLP XLP | $539844 | 0.20% | 6499 | $9418 | 上涨 ×3 | ||
| DIS Walt Disney Company (The) Common Stock | $507384 | 0.18% | 5272 | $-685 | |||
| IBM International Business Machines Corporation Common Stock | $491837 | 0.18% | 1749 | $67896 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $470265 | 0.17% | 465 | $77732 | 上涨 ×1 | ||
| VEA | $467152 | 0.17% | 6557 | $48941 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $464148 | 0.17% | 799 | ||||
| MAR Marriott International - Class A Common Stock | $409541 | 0.15% | 1105 | $48801 | 上涨 ×2 | ||
| IWM | $382685 | 0.14% | 1274 | $67359 | 上涨 ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $356874 | 0.13% | 8429 | $-63229 | 上涨 ×4 | ||
| AXP American Express Company Common Stock | $343381 | 0.12% | 1015 | $36313 | |||
| STIP | $338465 | 0.12% | 3313 | $249 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $328313 | 0.12% | 351 | $-30855 | 下跌 ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $312878 | 0.11% | 1913 | $-15553 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $310451 | 0.11% | 4229 | $-973 | |||
| CSX CSX Corporation - Common Stock | $305802 | 0.11% | 6434 | $41817 | 上涨 ×4 | ||
| SBUX Starbucks Corporation - Common Stock | $295964 | 0.11% | 2896 | $37459 | 上涨 ×2 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $286888 | 0.10% | 1025 | $-102510 | |||
| CLX Clorox Company (The) Common Stock | $267053 | 0.10% | 2798 | $-20179 | 上涨 ×1 | ||
| BIV | $264164 | 0.10% | 3444 | $-2852 | 下跌 ×2 | ||
| INTA Intapp, Inc. - Common Stock | $262109 | 0.10% | 10397 | $-30680 | 下跌 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $245007 | 0.09% | 2100 | $-63749 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $243761 | 0.09% | 478 | $-45339 | |||
| UNP Union Pacific Corporation Common Stock | $241416 | 0.09% | 888 | 上涨 ×1 | |||
| VNQ | $222686 | 0.08% | 2309 | ||||
| WMT Walmart Inc. - Common Stock | $220307 | 0.08% | 1945 | $-21104 | 上涨 ×2 | ||
| PFE Pfizer, Inc. Common Stock | $217561 | 0.08% | 9035 | $-33452 | 上涨 ×3 | ||
| BE Bloom Energy Corporation Class A Common Stock | $211890 | 0.08% | 700 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $210974 | 0.08% | 1558 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $207712 | 0.08% | 414 | $4073 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| JPM | $8487890 | 3.08% | 上涨 ×4 |
| SDY | $6864406 | 2.49% | 上涨 ×6 |
| V | $5489198 | 1.99% | 上涨 ×5 |
| DVY | $4559320 | 1.65% | 上涨 ×6 |
| VEU | $2638241 | 0.96% | 上涨 ×6 |
| WM | $1275638 | 0.46% | 上涨 ×5 |
| MRK | $1137642 | 0.41% | 上涨 ×4 |
| NSC | $776611 | 0.28% | 上涨 ×6 |
| BAC | $694810 | 0.25% | 上涨 ×5 |
| JNJ | $605904 | 0.22% | 上涨 ×4 |
| XLP | $539844 | 0.20% | 上涨 ×3 |
| VEA | $467152 | 0.17% | 上涨 ×6 |
| IWM | $382685 | 0.14% | 上涨 ×3 |
| VZ | $356874 | 0.13% | 上涨 ×4 |
| CSX | $305802 | 0.11% | 上涨 ×4 |
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 |
|---|---|---|---|---|
| K | 2025年12月31日 | 3636 | $298256 | 不再跟踪 |
| T | 2026年6月30日 | 9542 | $276637 | 22.6% |
| XLY | 2025年12月31日 | 900 | $215676 | 不再跟踪 |
| AMD | 2026年3月31日 | 1004 | $215017 | 131.4% |
| CSX | 2025年3月31日 | 6657 | $214816 | 74.9% |
| CRM | 2026年6月30日 | 1144 | $213625 | 31.2% |
| BLK | 2025年12月31日 | 183 | $213355 | 8.1% |
| CCI | 2025年12月31日 | 2158 | $208228 | -14.5% |
| TMO | 2025年6月30日 | 414 | $206154 | 53.0% |
| VNQ | 2025年6月30日 | 2247 | $203487 | 不再跟踪 |
| XLY | 2025年3月31日 | 900 | $201915 | 不再跟踪 |
| DOCU | 2025年6月30日 | 2457 | $200000 | -21.8% |
| LCIDXXXX | 2025年9月30日 | 14500 | $30595 | 不再跟踪 |