Stuart Chaussee & Associates, Inc.
CIK 1653253 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $458.4M
- 持仓
- 180
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 4008（共 9443） · 前 42.4%
投资组合价值同比（季度）：+3.3% 13F不披露现金
- 前十大持仓权重
- 92.78%
- 前二十五大持仓权重
- 96.90%
- 持仓高于 1%
- 10
- 有效持仓数量
- 7.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 32.51% 估计买入 $146649609 · 卖出 $150534665
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q3 2025 · 83.7% 仍持有
- 新仓位
- 7
- 增加
- 7
- 减少
- 23
- 已结清
- 7
本页内容
行业细分
Industrials
0.6%
Technology
0.6%
Retail
0.2%
Consumer products
0.1%
Materials
0.1%
Healthcare
0.1%
Financials
0.1%
Consumer Discretionary
0.0%
Real Estate
0.0%
Logistics & Transportation
0.0%
Consumer Staples
0.0%
Energy
0.0%
Utilities
0.0%
Communication Services
0.0%
Financial Services
0.0%
Communications
0.0%
其他/未映射
98.0%
完整投资组合 180 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BAPR | $103420812 | 22.56% | 2204829 | $3158031 | 下跌 ×1 | ||
| FHDG | $87055702 | 18.99% | 2640452 | 上涨 ×1 | |||
| SIXP | $57775408 | 12.60% | 1875210 | 上涨 ×1 | |||
| XBAP | $53787060 | 11.73% | 1420593 | $1464965 | 下跌 ×1 | ||
| VGT | $46985065 | 10.25% | 62930 | $4792080 | 下跌 ×1 | ||
| IGM | $28797208 | 6.28% | 228640 | $3018773 | 下跌 ×3 | ||
| PSEP | $25279769 | 5.51% | 588586 | $136549 | 下跌 ×3 | ||
| XTAP | $8244516 | 1.80% | 207958 | $-2417732 | 下跌 ×1 | ||
| PNOV | $7994341 | 1.74% | 194699 | $210917 | 下跌 ×3 | ||
| BJAN | $5987052 | 1.31% | 112930 | $305143 | 下跌 ×1 | ||
| VYM | $4103096 | 0.90% | 29110 | $144016 | 下跌 ×3 | ||
| NOC Northrop Grumman Corporation Common Stock | $2035129 | 0.44% | 3340 | $365196 | |||
| PJAN | $1947890 | 0.42% | 42535 | $-105941 | 下跌 ×2 | ||
| 未知发行人 (CUSIP: 45782c383) | $1567148 | 0.34% | 35690 | $-206512 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1297983 | 0.28% | 2506 | $51474 | |||
| BJUN | $1159781 | 0.25% | 25355 | $50246 | |||
| XLK XLK | $1018642 | 0.22% | 3614 | $103469 | |||
| PMAY | $855690 | 0.19% | 22000 | $24350 | |||
| BMAR | $851313 | 0.19% | 16500 | $-96444 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $819827 | 0.18% | 3220 | $164785 | 上涨 ×2 | ||
| PJUL | $776294 | 0.17% | 17024 | $29792 | |||
| QQQXXXX | $641278 | 0.14% | 1068 | $52331 | |||
| XBOC | $632264 | 0.14% | 19276 | $-787 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 02079k107) | $606683 | 0.13% | 2491 | $170126 | 上涨 ×2 | ||
| RBUF | $589924 | 0.13% | 20562 | 上涨 ×1 | |||
| ZALT | $575338 | 0.13% | 18047 | ||||
| PG Procter & Gamble Company (The) Common Stock | $533110 | 0.12% | 3470 | $-18468 | 上涨 ×3 | ||
| IWF | $528835 | 0.12% | 1129 | $49484 | |||
| BAUG | $525670 | 0.11% | 10730 | $-17644 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 94106l109) | $504817 | 0.11% | 2286 | $-18266 | |||
| 未知发行人 (CUSIP: 02079k305) | $476476 | 0.10% | 1960 | $131065 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $387066 | 0.08% | 1419 | $-13256 | |||
| 未知发行人 (CUSIP: 67066g104) | $381975 | 0.08% | 2047 | $58531 | |||
| HD Home Depot, Inc. (The) Common Stock | $371964 | 0.08% | 918 | $35388 | |||
| DMAX | $368559 | 0.08% | 13950 | $-18443 | 下跌 ×1 | ||
| QTJA | $362223 | 0.08% | 12540 | $20311 | |||
| GAPR | $329669 | 0.07% | 8400 | $7870 | |||
| LLY Eli Lilly and Company Common Stock | $328090 | 0.07% | 430 | $-7108 | |||
| PFEB | $316726 | 0.07% | 7980 | $-115258 | 下跌 ×1 | ||
| VOO | $309331 | 0.07% | 505 | $22403 | |||
| RSP | $280756 | 0.06% | 1480 | $274213 | 上涨 ×1 | ||
| VTV | $277113 | 0.06% | 1486 | $7418 | 下跌 ×2 | ||
| 未知发行人 (CUSIP: 00287y109) | $264187 | 0.06% | 1141 | $52395 | |||
| 未知发行人 (CUSIP: 46428q109) | $231340 | 0.05% | 5460 | $182617 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 68389x105) | $224992 | 0.05% | 800 | $50088 | |||
| 未知发行人 (CUSIP: 46625h100) | $221957 | 0.05% | 704 | $17958 | |||
| AVGO Broadcom Inc. - Common Stock | $211142 | 0.05% | 640 | $34726 | |||
| BAC Bank of America Corporation Common Stock | $206360 | 0.05% | 4000 | $17080 | |||
| IVV | $188827 | 0.04% | 282 | $13655 | |||
| VTI | $182512 | 0.04% | 556 | $13481 | |||
| MCD McDonald's Corporation Common Stock | $181422 | 0.04% | 597 | $6997 | |||
| GLD | $168848 | 0.04% | 475 | $92640 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 00BK9ZQ96) | $168784 | 0.04% | 400 | $-6180 | |||
| VICI VICI Properties Inc. Common Stock | $167681 | 0.04% | 5142 | $52 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $165162 | 0.04% | 1165 | $22333 | |||
| HII Huntington Ingalls Industries, Inc. Common Stock | $154032 | 0.03% | 535 | $24851 | |||
| AMZN Amazon.com, Inc. - Common Stock | $146673 | 0.03% | 668 | $6044 | 上涨 ×3 | ||
| BDEC | $144173 | 0.03% | 3008 | $8332 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $129116 | 0.03% | 345 | $5954 | |||
| UPS United Parcel Service, Inc. Common Stock | $128386 | 0.03% | 1537 | $-26759 | |||
| VHT | $126944 | 0.03% | 489 | $5506 | |||
| IWB | $116954 | 0.03% | 320 | $8292 | |||
| QUAL | $110442 | 0.02% | 568 | $6632 | |||
| QTAP | $107986 | 0.02% | 2470 | $-5431301 | 下跌 ×1 | ||
| IEFA | $104510 | 0.02% | 1197 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $101617 | 0.02% | 986 | $5206 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $95665 | 0.02% | 950 | $-5025 | 下跌 ×1 | ||
| VIG | $88474 | 0.02% | 410 | $4559 | |||
| 未知发行人 (CUSIP: 78462f103) | $86603 | 0.02% | 130 | $6282 | |||
| KO Coca-Cola Company (The) Common Stock | $84226 | 0.02% | 1270 | $-5627 | |||
| 未知发行人 (CUSIP: 92826c839) | $80566 | 0.02% | 236 | $-3226 | |||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $80085 | 0.02% | 1500 | $2865 | |||
| HON Honeywell International Inc. - Common Stock | $79990 | 0.02% | 380 | $-8504 | |||
| CVX Chevron Corporation Common Stock | $77645 | 0.02% | 500 | $6050 | |||
| 未知发行人 (CUSIP: 20030n101) | $76822 | 0.02% | 2445 | $-10440 | |||
| MRSH Marsh Common Stock | $75372 | 0.02% | 374 | $-6399 | |||
| ELV Elevance Health, Inc. Common Stock | $74964 | 0.02% | 232 | $-48336 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $71572 | 0.02% | 386 | $12610 | |||
| 未知发行人 (CUSIP: 09247x101) | $66455 | 0.01% | 57 | $6648 | |||
| 未知发行人 (CUSIP: 58933y105) | $64626 | 0.01% | 770 | $3673 | |||
| VT | $63906 | 0.01% | 464 | $4304 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $63608 | 0.01% | 514 | $2956 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $59485 | 0.01% | 81 | $-300 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $58937 | 0.01% | 239 | $-12498 | |||
| BA Boeing Company (The) Common Stock | $58058 | 0.01% | 269 | $1694 | |||
| VUG | $55561 | 0.01% | 116 | $4774 | |||
| 未知发行人 (CUSIP: 64110l106) | $55150 | 0.01% | 46 | $-6450 | |||
| LEN Lennar Corporation Class A Common Stock | $50416 | 0.01% | 400 | $6172 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $50178 | 0.01% | 162 | $-1681 | |||
| VOE | $49581 | 0.01% | 284 | $2874 | |||
| VONG Vanguard Russell 1000 Growth ETF | $48849 | 0.01% | 405 | $4581 | |||
| 未知发行人 (CUSIP: 30231g102) | $46002 | 0.01% | 408 | $2020 | |||
| SO Southern Company (The) Common Stock | $45963 | 0.01% | 485 | $1425 | |||
| HIG The Hartford Insurance Group, Inc. Common Stock | $45353 | 0.01% | 340 | $2217 | |||
| ABT Abbott Laboratories Common Stock | $45004 | 0.01% | 336 | $-695 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $44666 | 0.01% | 715 | $-3554 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $43495 | 0.01% | 488 | $4406 | |||
| VONV Vanguard Russell 1000 Value ETF | $41771 | 0.01% | 467 | $1944 | |||
| IBM International Business Machines Corporation Common Stock | $41478 | 0.01% | 147 | $-1855 | |||
| NEE NextEra Energy, Inc. Common Stock | $40765 | 0.01% | 540 | $3278 | |||
| 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。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| FHDG | $87055702 | 2640452 | 18.99% |
| SIXP | $57775408 | 1875210 | 12.60% |
| RBUF | $589924 | 20562 | 0.13% |
| ZALT | $575338 | 18047 | 0.13% |
| IEFA | $104510 | 1197 | 0.02% |
| FDXTF | $2594 | 50 | 0.00% |
| SNPS | $2467 | 5 | 0.00% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VGT | 削减 | -683 | +$4.8M |
| BAPR | 削减 | -14K | +$3.2M |
| IGM | 削减 | -828 | +$3.0M |
| XTAP | 削减 | -71K | -$2.4M |
| XBAP | 削减 | -4K | +$1.5M |
| NOC | 仅价格变动 | +0 | +$365K |
| BJAN | 削减 | -200 | +$305K |
| PNOV | 削减 | -2K | +$211K |
| — | 削减 | -6K | -$207K |
| — | 增持 | +4K | +$183K |
2 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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BOCT | 2025年6月30日 | 1777329 | $74712157 | 不再跟踪 |
| BFEB | 2025年9月30日 | 1560824 | $69690792 | 不再跟踪 |
| XBJA | 2025年6月30日 | 2147157 | $60614242 | 不再跟踪 |
| QDEC | 2025年3月31日 | 1795627 | $49451568 | 不再跟踪 |
| QJUN | 2025年9月30日 | 1391119 | $41135389 | 不再跟踪 |
| ISEP | 2025年6月30日 | 1396432 | $40160826 | 不再跟踪 |
| BFAP | 2025年9月30日 | 1188683 | $27525144 | 不再跟踪 |
| IOCT | 2025年6月30日 | 58650 | $1797623 | 不再跟踪 |
| SOXL | 2025年6月30日 | 47000 | $749650 | 不再跟踪 |
| TQQQ | 2025年6月30日 | 10000 | $573000 | |
| PAUG | 2025年6月30日 | 12455 | $470550 | 不再跟踪 |
| GLD | 2025年3月31日 | 1450 | $351089 | 不再跟踪 |
| CAT | 2025年3月31日 | 370 | $134221 | 149.8% |
| EWS | 2025年6月30日 | 3850 | $91476 | 不再跟踪 |
| ACVF | 2025年6月30日 | 2000 | $85640 | 不再跟踪 |
| APRW | 2025年3月31日 | 2200 | $72226 | 不再跟踪 |
| STRV | 2025年6月30日 | 1800 | $64908 | 不再跟踪 |
| QCOM | 2025年6月30日 | 336 | $51613 | 1.1% |
| ISCV | 2025年6月30日 | 800 | $47440 | 不再跟踪 |
| ORA | 2025年6月30日 | 500 | $35385 | 30.4% |
| ENZL | 2025年6月30日 | 700 | $29456 | |
| VBK | 2025年6月30日 | 110 | $27695 | 不再跟踪 |
| KDEC | 2025年6月30日 | 1120 | $25661 | 不再跟踪 |
| TNA | 2025年6月30日 | 555 | $16239 | 不再跟踪 |
| TTEK | 2025年6月30日 | 490 | $14333 | 2.1% |
| PDEC | 2025年9月30日 | 350 | $14004 | 不再跟踪 |
| SHOP | 2025年9月30日 | 120 | $13842 | -1.9% |
| NSIT | 2025年3月31日 | 69 | $10495 | -2.3% |
| MGA | 2025年6月30日 | 300 | $10197 | 86.4% |
| ANSS | 2025年9月30日 | 17 | $5971 | 不再跟踪 |
| MRP | 2025年6月30日 | 200 | $5302 | 7.5% |
| TTE | 2025年9月30日 | 83 | $5095 | 52.3% |
| AZPNXXXX | 2025年3月31日 | 18 | $4493 | 不再跟踪 |
| DXCM | 2025年3月31日 | 24 | $1866 | 31.0% |
| ZALT | 2025年3月31日 | 10 | $298 | 不再跟踪 |
| QBUF | 2025年3月31日 | 10 | $264 |