Peninsula Wealth, LLC
CIK 1600052 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $586.7M
- 持仓
- 105
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 3427（共 9443） · 前 36.3%
- 前十大持仓权重
- 71.17%
- 前二十五大持仓权重
- 88.49%
- 持仓高于 1%
- 20
- 有效持仓数量
- 14.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 105
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
31.6%
Healthcare
1.0%
Communication Services
0.9%
Financial Services
0.6%
Retail
0.6%
Consumer Discretionary
0.5%
Financials
0.2%
Industrials
0.2%
Energy
0.1%
Communications
0.1%
Consumer Staples
0.1%
Consumer products
0.1%
其他/未映射
64.2%
完整投资组合 105 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SNOW Snowflake Inc. Common Stock | $72213697 | 12.31% | 467675 | 上涨 ×1 | |||
| IVW | $65905675 | 11.23% | 649125 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $63956515 | 10.90% | 383800 | 上涨 ×1 | |||
| VUG | $56536032 | 9.64% | 137745 | 上涨 ×1 | |||
| IVE | $53429788 | 9.11% | 279913 | 上涨 ×1 | |||
| VTV | $39134189 | 6.67% | 231153 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $22954938 | 3.91% | 170936 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $16631846 | 2.83% | 32533 | 上涨 ×1 | |||
| IVLU | $13573830 | 2.31% | 500695 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $13229772 | 2.26% | 52830 | 上涨 ×1 | |||
| JIG | $12211103 | 2.08% | 195541 | 上涨 ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $10571299 | 1.80% | 190646 | 上涨 ×1 | |||
| IEFA | $9238020 | 1.57% | 131446 | 上涨 ×1 | |||
| VB | $8937996 | 1.52% | 37198 | 上涨 ×1 | |||
| VEA | $7427620 | 1.27% | 155325 | 上涨 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $7189815 | 1.23% | 159067 | 上涨 ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $7135845 | 1.22% | 51208 | 上涨 ×1 | |||
| IJH | $6733587 | 1.15% | 108066 | 上涨 ×1 | |||
| EFV | $6484733 | 1.11% | 123589 | 上涨 ×1 | |||
| IEMG | $6319270 | 1.08% | 121012 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4617080 | 0.79% | 10954 | 上涨 ×1 | |||
| VWO | $4241793 | 0.72% | 96317 | 上涨 ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3859757 | 0.66% | 41786 | 上涨 ×1 | |||
| VO | $3580799 | 0.61% | 13557 | 上涨 ×1 | |||
| IVV | $3028998 | 0.52% | 5145 | 上涨 ×1 | |||
| DFLV | $2856838 | 0.49% | 95133 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2697247 | 0.46% | 6679 | 上涨 ×1 | |||
| V Visa Inc. | $2287833 | 0.39% | 7239 | 上涨 ×1 | |||
| MBB iShares MBS ETF | $2276768 | 0.39% | 24834 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2189377 | 0.37% | 9979 | 上涨 ×1 | |||
| SNPS Synopsys, Inc. - Common Stock | $2050161 | 0.35% | 4224 | 上涨 ×1 | |||
| CMF | $2013683 | 0.34% | 35155 | 上涨 ×1 | |||
| DFUV | $1977866 | 0.34% | 48335 | 上涨 ×1 | |||
| IWY | $1799816 | 0.31% | 7650 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1633323 | 0.28% | 2790 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1598851 | 0.27% | 8396 | 上涨 ×1 | |||
| DFIC | $1563230 | 0.27% | 60485 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1555933 | 0.27% | 6711 | 上涨 ×1 | |||
| IJR | $1485891 | 0.25% | 12896 | 上涨 ×1 | |||
| BRKB | $1457748 | 0.25% | 3216 | 上涨 ×1 | |||
| SPEM | $1368811 | 0.23% | 35674 | 上涨 ×1 | |||
| VTI | $1313868 | 0.22% | 4534 | 上涨 ×1 | |||
| JCPB | $1301938 | 0.22% | 28260 | 上涨 ×1 | |||
| VIG | $1288972 | 0.22% | 6582 | 上涨 ×1 | |||
| DUHP | $1255306 | 0.21% | 37150 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1249258 | 0.21% | 6599 | 上涨 ×1 | |||
| TEAM Atlassian Corporation - Class A Common Stock | $1245375 | 0.21% | 5117 | 上涨 ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $1155179 | 0.20% | 12476 | 上涨 ×1 | |||
| DBEF | $1149432 | 0.20% | 27764 | 上涨 ×1 | |||
| INTU Intuit Inc. - Common Stock | $1122811 | 0.19% | 1786 | 上涨 ×1 | |||
| BINC | $1088854 | 0.19% | 20931 | 上涨 ×1 | |||
| HEFA | $1016107 | 0.17% | 29241 | 上涨 ×1 | |||
| TLH | $995881 | 0.17% | 10005 | 上涨 ×1 | |||
| EFG | $915528 | 0.16% | 9455 | 上涨 ×1 | |||
| QUAL | $836689 | 0.14% | 4698 | 上涨 ×1 | |||
| DYNF | $776694 | 0.13% | 15155 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $749197 | 0.13% | 818 | 上涨 ×1 | |||
| DFAS | $742696 | 0.13% | 11412 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $715004 | 0.12% | 2983 | 上涨 ×1 | |||
| IWF | $680277 | 0.12% | 1694 | 上涨 ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $677426 | 0.12% | 3222 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $674821 | 0.12% | 1282 | 上涨 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $630582 | 0.11% | 1886 | 上涨 ×1 | |||
| IWX | $628341 | 0.11% | 7951 | 上涨 ×1 | |||
| BIV | $619213 | 0.11% | 8286 | 上涨 ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $567462 | 0.10% | 10976 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $563473 | 0.10% | 5238 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $559294 | 0.10% | 9448 | 上涨 ×1 | |||
| SUB | $558307 | 0.10% | 5293 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $506121 | 0.09% | 656 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $489549 | 0.08% | 3219 | 上涨 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $486755 | 0.08% | 6436 | 上涨 ×1 | |||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $486659 | 0.08% | 6422 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $460431 | 0.08% | 2331 | 上涨 ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $454451 | 0.08% | 7534 | 上涨 ×1 | |||
| BNDX Vanguard Total International Bond ETF | $450577 | 0.08% | 9186 | 上涨 ×1 | |||
| MOAT | $448535 | 0.08% | 4837 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $403903 | 0.07% | 4470 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $380592 | 0.06% | 978 | 上涨 ×1 | |||
| BSV | $379702 | 0.06% | 4914 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $366646 | 0.06% | 3168 | 上涨 ×1 | |||
| SPY SPY | $365128 | 0.06% | 623 | 上涨 ×1 | |||
| PRF | $363060 | 0.06% | 9000 | 上涨 ×1 | |||
| IDEV | $362966 | 0.06% | 5630 | 上涨 ×1 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $327706 | 0.06% | 5189 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $327391 | 0.06% | 647 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $319093 | 0.05% | 358 | 上涨 ×1 | |||
| IYW | $314095 | 0.05% | 1969 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302276 | 0.05% | 1803 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $288771 | 0.05% | 3597 | 上涨 ×1 | |||
| SPLV | $279502 | 0.05% | 3993 | 上涨 ×1 | |||
| OBDC Blue Owl Capital Corporation Common Stock | $275819 | 0.05% | 18242 | 上涨 ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $275644 | 0.05% | 4168 | 上涨 ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $271242 | 0.05% | 12705 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $241725 | 0.04% | 1360 | 上涨 ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $229981 | 0.04% | 1187 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $227053 | 0.04% | 435 | 上涨 ×1 | |||
| HYDB | $223404 | 0.04% | 4752 | 上涨 ×1 | |||
| XLK XLK | $220894 | 0.04% | 950 | 上涨 ×1 | |||
| MTUM | $215218 | 0.04% | 1040 | 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。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SNOW | $72213697 | 467675 | 12.31% |
| IVW | $65905675 | 649125 | 11.23% |
| ORCL | $63956515 | 383800 | 10.90% |
| VUG | $56536032 | 137745 | 9.64% |
| IVE | $53429788 | 279913 | 9.11% |
| VTV | $39134189 | 231153 | 6.67% |
| NVDA | $22954938 | 170936 | 3.91% |
| QQQ | $16631846 | 32533 | 2.83% |
| IVLU | $13573830 | 500695 | 2.31% |
| AAPL | $13229772 | 52830 | 2.26% |
| JIG | $12211103 | 195541 | 2.08% |
| EMXC | $10571299 | 190646 | 1.80% |
| IEFA | $9238020 | 131446 | 1.57% |
| VB | $8937996 | 37198 | 1.52% |
| VEA | $7427620 | 155325 | 1.27% |