Ridgeline Wealth Planning, LLC
CIK 2013788 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $157.8M
- 持仓
- 53
- 截至
- 2026年6月30日
按 13F 价值排名第 7233（共 9443） · 前 76.6%
投资组合价值同比（季度）：+15.2% 13F不披露现金
- 前十大持仓权重
- 81.38%
- 前二十五大持仓权重
- 93.61%
- 持仓高于 1%
- 14
- 有效持仓数量
- 8.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.62% 估计买入 $10724266 · 卖出 $9760070
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.4% 仍持有
- 新仓位
- 4
- 增加
- 22
- 减少
- 18
- 已结清
- 2
本页内容
行业细分
Technology
3.5%
Financial Services
2.0%
Retail
0.8%
Communication Services
0.5%
Industrials
0.5%
Consumer products
0.4%
Healthcare
0.3%
Financials
0.2%
Consumer Discretionary
0.1%
其他/未映射
91.7%
完整投资组合 53 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $42067167 | 26.66% | 478689 | $7735473 | 上涨 ×3 | ||
| JPST | $20011951 | 12.68% | 395728 | $104421 | 上涨 ×1 | ||
| DYNF | $14689057 | 9.31% | 215984 | $4141577 | 上涨 ×1 | ||
| CGDV | $13437023 | 8.52% | 272667 | $2733696 | 上涨 ×1 | ||
| CGGO | $11166180 | 7.08% | 263789 | $-191393 | 下跌 ×1 | ||
| CGGR | $8575842 | 5.44% | 181692 | $2377718 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6595467 | 4.18% | 8956 | $438415 | 下跌 ×1 | ||
| DIVI | $5841325 | 3.70% | 136735 | $313064 | 下跌 ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3632480 | 2.30% | 35508 | $521785 | 下跌 ×2 | ||
| BAI | $2384992 | 1.51% | 45239 | $1228255 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2127650 | 1.35% | 4910 | $1195451 | 上涨 ×1 | ||
| MTG MGIC Investment Corporation Common Stock | $2036971 | 1.29% | 72233 | $360751 | 上涨 ×1 | ||
| IVV | $1925098 | 1.22% | 2571 | $189626 | 下跌 ×1 | ||
| ITA ITA | $1834965 | 1.16% | 7569 | $317016 | 上涨 ×1 | ||
| VTI | $1434656 | 0.91% | 3877 | $191015 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1394787 | 0.88% | 17649 | $465227 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1081126 | 0.69% | 3736 | $102456 | 下跌 ×1 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1073139 | 0.68% | 45261 | $-37347 | 下跌 ×1 | ||
| SPDW | $1037041 | 0.66% | 20580 | $504968 | 上涨 ×2 | ||
| SPTM | $987704 | 0.63% | 10879 | $127610 | |||
| QUAL | $933669 | 0.59% | 4255 | $33022 | 下跌 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $899641 | 0.57% | 4496 | $102453 | 下跌 ×1 | ||
| SPHQ | $870907 | 0.55% | 9666 | $138331 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $851827 | 0.54% | 3574 | $142876 | 上涨 ×6 | ||
| IJR | $802950 | 0.51% | 5414 | $129936 | |||
| PG Procter & Gamble Company (The) Common Stock | $680443 | 0.43% | 4640 | $29452 | 上涨 ×2 | ||
| QTEC First Trust NASDAQ-100-Technology Sector Index Fund | $648295 | 0.41% | 1937 | $229942 | |||
| BILS | $595327 | 0.38% | 5990 | $-16472 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $492513 | 0.31% | 1320 | $11579 | 上涨 ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $491945 | 0.31% | 1302 | $97253 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $485309 | 0.31% | 1358 | $104867 | 上涨 ×3 | ||
| FDN | $430699 | 0.27% | 1627 | $49932 | |||
| PH Parker-Hannifin Corporation Common Stock | $427438 | 0.27% | 437 | $36218 | |||
| DFAC | $409532 | 0.26% | 9232 | $50776 | |||
| CGCP | $401879 | 0.25% | 18030 | $-8856 | 下跌 ×1 | ||
| SCHD | $395138 | 0.25% | 12461 | $-1278 | 下跌 ×6 | ||
| BRKB | $369288 | 0.23% | 738 | $161794 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $333892 | 0.21% | 2948 | $-35965 | 下跌 ×2 | ||
| XCEM | $327380 | 0.21% | 6191 | $56361 | 下跌 ×1 | ||
| FLQM | $324670 | 0.21% | 5609 | $-1671213 | 下跌 ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $310170 | 0.20% | 609 | $-104632 | 上涨 ×2 | ||
| FXR | $306072 | 0.19% | 3359 | $31877 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $279927 | 0.18% | 792 | $54393 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $270986 | 0.17% | 1067 | $11880 | 上涨 ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $270566 | 0.17% | 893 | $60028 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $255321 | 0.16% | 780 | $38231 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $242239 | 0.15% | 417 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $234321 | 0.15% | 203 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $232741 | 0.15% | 194 | 上涨 ×1 | |||
| FXH | $227419 | 0.14% | 1858 | $23466 | |||
| PPA | $223660 | 0.14% | 1266 | $13713 | 下跌 ×1 | ||
| SRLN | $211442 | 0.13% | 5248 | $-317484 | 下跌 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $210300 | 0.13% | 500 | ||||
| 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）
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 |
|---|---|---|---|
| SPYM | 增持 | +30K | +$7.7M |
| DYNF | 增持 | +35K | +$4.1M |
| CGDV | 增持 | +21K | +$2.7M |
| CGGR | 增持 | +27K | +$2.4M |
| BAI | 增持 | +10K | +$1.2M |
| LRCX | 增持 | +547 | +$1.2M |
| EMXC | 削减 | -4K | +$522K |
| SPDW | 增持 | +9K | +$505K |
| VCSH | 增持 | +6K | +$465K |
| QQQ | 削减 | -2K | +$438K |
1 个持仓已隐藏（数据完整性检查）
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。