Mga Batayang Estadistika
| Nilai Portofolio | $ 637,964,061 |
| Posisi Saat Ini | 108 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
United Capital Management of KS, Inc. telah mengungkapkan total kepemilikan 108 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 637,964,061 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama United Capital Management of KS, Inc. adalah Fidelity Wise Origin Bitcoin Fund (US:FBTC) , Palantir Technologies Inc. (US:PLTR) , Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF (US:SCHO) , iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) , and Tesla, Inc. (US:TSLA) . Posisi baru United Capital Management of KS, Inc. meliputi: iShares Trust - iShares 7-10 Year Treasury Bond ETF (US:IEF) , IES Holdings, Inc. (US:IESC) , Constellation Energy Corporation (US:CEG) , Rocket Lab Corporation (US:RKLB) , and Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF (US:VMBS) .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.22 | 21.40 | 3.3543 | 3.3543 | |
| 0.05 | 13.59 | 2.1301 | 2.1301 | |
| 0.04 | 13.18 | 2.0661 | 2.0661 | |
| 0.19 | 9.44 | 1.4790 | 1.4133 | |
| 0.24 | 8.57 | 1.3434 | 1.3434 | |
| 0.17 | 7.98 | 1.2511 | 1.2511 | |
| 0.38 | 51.34 | 8.0480 | 1.2001 | |
| 0.07 | 6.65 | 1.0428 | 1.0428 | |
| 0.11 | 6.55 | 1.0267 | 1.0267 | |
| 0.04 | 3.92 | 0.6137 | 0.6137 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 1.06 | 25.76 | 4.0377 | -4.2312 | |
| 0.08 | 16.39 | 2.5694 | -1.0376 | |
| 0.18 | 15.29 | 2.3964 | -0.6067 | |
| 0.30 | 15.47 | 2.4252 | -0.5978 | |
| 0.01 | 9.60 | 1.5046 | -0.5960 | |
| 0.14 | 6.48 | 1.0163 | -0.5849 | |
| 0.15 | 10.09 | 1.5816 | -0.4828 | |
| 0.08 | 18.04 | 2.8282 | -0.4459 | |
| 0.04 | 6.02 | 0.9429 | -0.4397 | |
| 0.08 | 11.16 | 1.7495 | -0.4330 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-01 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| FBTC / Fidelity Wise Origin Bitcoin Fund | 0.57 | 0.04 | 53.34 | 30.65 | 8.3603 | -0.0737 | |||
| PLTR / Palantir Technologies Inc. | 0.38 | -4.10 | 51.34 | 54.89 | 8.0480 | 1.2001 | |||
| SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF | 1.06 | -35.75 | 25.76 | -35.64 | 4.0377 | -4.2312 | |||
| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF | 0.22 | 21.40 | 3.3543 | 3.3543 | |||||
| TSLA / Tesla, Inc. | 0.07 | 3.00 | 21.17 | 26.25 | 3.3189 | -0.1459 | |||
| AMZN / Amazon.com, Inc. | 0.08 | -1.27 | 18.04 | 13.84 | 2.8282 | -0.4459 | |||
| PANW / Palo Alto Networks, Inc. | 0.09 | -0.65 | 17.80 | 23.38 | 2.7908 | -0.1904 | |||
| ARM / Arm Holdings plc - Depositary Receipt (Common Stock) | 0.10 | 10.45 | 16.83 | 67.29 | 2.6380 | 0.5595 | |||
| AAPL / Apple Inc. | 0.08 | 1.65 | 16.39 | -6.12 | 2.5694 | -1.0376 | |||
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund | 0.30 | 0.57 | 15.47 | 5.73 | 2.4252 | -0.5978 | |||
| XBI / SPDR Series Trust - SPDR S&P Biotech ETF | 0.18 | 2.85 | 15.29 | 5.17 | 2.3964 | -0.6067 | |||
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF | 0.10 | 0.88 | 13.96 | 19.08 | 2.1876 | -0.2337 | |||
| IESC / IES Holdings, Inc. | 0.05 | 13.59 | 2.1301 | 2.1301 | |||||
| CEG / Constellation Energy Corporation | 0.04 | 13.18 | 2.0661 | 2.0661 | |||||
| NVDA / NVIDIA Corporation | 0.08 | 12.72 | 12.51 | 64.32 | 1.9602 | 0.3879 | |||
| MSTR / Strategy Inc | 0.03 | 0.13 | 11.83 | 40.41 | 1.8546 | 0.1137 | |||
| FETH / Fidelity Ethereum Fund | 0.47 | 3.30 | 11.71 | 42.46 | 1.8350 | 0.1374 | |||
| MSFT / Microsoft Corporation | 0.02 | 1.14 | 11.69 | 34.02 | 1.8330 | 0.0303 | |||
| VLO / Valero Energy Corporation | 0.08 | 3.80 | 11.16 | 5.65 | 1.7495 | -0.4330 | |||
| NUE / Nucor Corporation | 0.08 | 2.15 | 10.66 | 9.96 | 1.6704 | -0.3318 | |||
| ZS / Zscaler, Inc. | 0.03 | 0.50 | 10.28 | 59.02 | 1.6117 | 0.2758 | |||
| NEE / NextEra Energy, Inc. | 0.15 | 3.11 | 10.09 | 0.97 | 1.5816 | -0.4828 | |||
| LLY / Eli Lilly and Company | 0.01 | 0.02 | 9.60 | -5.60 | 1.5046 | -0.5960 | |||
| HIMS / Hims & Hers Health, Inc. | 0.19 | 1,660.03 | 9.44 | 2,876.34 | 1.4790 | 1.4133 | |||
| WMT / Walmart Inc. | 0.09 | -0.95 | 8.64 | 10.31 | 1.3547 | -0.2638 | |||
| RKLB / Rocket Lab Corporation | 0.24 | 8.57 | 1.3434 | 1.3434 | |||||
| VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF | 0.17 | 7.98 | 1.2511 | 1.2511 | |||||
| GOOGL / Alphabet Inc. | 0.05 | 7.68 | 7.98 | 22.73 | 1.2502 | -0.0925 | |||
| ITW / Illinois Tool Works Inc. | 0.03 | 1.58 | 7.79 | 1.27 | 1.2205 | -0.3679 | |||
| MPC / Marathon Petroleum Corporation | 0.05 | 3.23 | 7.57 | 17.71 | 1.1859 | -0.1420 | |||
| AVGO / Broadcom Inc. | 0.03 | -7.45 | 7.22 | 52.36 | 1.1321 | 0.1528 | |||
| BAC / Bank of America Corporation | 0.15 | 1.43 | 7.08 | 15.03 | 1.1100 | -0.1620 | |||
| MLI / Mueller Industries, Inc. | 0.09 | 2.65 | 6.89 | 7.14 | 1.0799 | -0.2485 | |||
| COST / Costco Wholesale Corporation | 0.01 | -1.56 | 6.70 | 3.05 | 1.0502 | -0.2930 | |||
| SCCO / Southern Copper Corporation | 0.07 | 6.65 | 1.0428 | 1.0428 | |||||
| NEM / Newmont Corporation | 0.11 | 6.55 | 1.0267 | 1.0267 | |||||
| TJX / The TJX Companies, Inc. | 0.05 | 0.91 | 6.51 | 2.31 | 1.0204 | -0.2940 | |||
| PPC / Pilgrim's Pride Corporation | 0.14 | 1.37 | 6.48 | -16.35 | 1.0163 | -0.5849 | |||
| ISRG / Intuitive Surgical, Inc. | 0.01 | 6.72 | 6.39 | 17.09 | 1.0019 | -0.1258 | |||
| CVX / Chevron Corporation | 0.04 | 5.01 | 6.02 | -10.12 | 0.9429 | -0.4397 | |||
| LNG / Cheniere Energy, Inc. | 0.02 | 0.81 | 6.00 | 6.10 | 0.9404 | -0.2278 | |||
| TFC / Truist Financial Corporation | 0.13 | 2.77 | 5.55 | 7.37 | 0.8700 | -0.1979 | |||
| NRG / NRG Energy, Inc. | 0.03 | -7.49 | 4.90 | 55.62 | 0.7684 | 0.1176 | |||
| ABBV / AbbVie Inc. | 0.03 | 1.34 | 4.79 | -10.22 | 0.7506 | -0.3513 | |||
| IBM / International Business Machines Corporation | 0.02 | 0.09 | 4.71 | 18.65 | 0.7390 | -0.0818 | |||
| SNA / Snap-on Incorporated | 0.01 | 2.28 | 4.55 | -5.55 | 0.7128 | -0.2819 | |||
| COIN / Coinbase Global, Inc. | 0.01 | 3.45 | 4.49 | 110.50 | 0.7039 | 0.2632 | |||
| CAT / Caterpillar Inc. | 0.01 | -15.35 | 4.42 | -0.36 | 0.6928 | -0.2236 | |||
| FTNT / Fortinet, Inc. | 0.04 | -3.86 | 4.05 | 5.58 | 0.6345 | -0.1575 | |||
| ALAB / Astera Labs, Inc. | 0.04 | 3.92 | 0.6137 | 0.6137 | |||||
| WEC / WEC Energy Group, Inc. | 0.04 | 1.82 | 3.89 | -2.63 | 0.6093 | -0.2155 | |||
| QQQ / Invesco QQQ Trust, Series 1 | 0.01 | -2.45 | 3.73 | 14.74 | 0.5847 | -0.0869 | |||
| BKR / Baker Hughes Company | 0.09 | -2.76 | 3.30 | -15.15 | 0.5179 | -0.2868 | |||
| V / Visa Inc. | 0.01 | -7.47 | 2.97 | -6.28 | 0.4658 | -0.1892 | |||
| IVV / iShares Trust - iShares Core S&P 500 ETF | 0.00 | -3.72 | 2.75 | 6.39 | 0.4310 | -0.1029 | |||
| MRVL / Marvell Technology, Inc. | 0.03 | 4.62 | 2.57 | 31.53 | 0.4036 | -0.0008 | |||
| MU / Micron Technology, Inc. | 0.02 | 9.57 | 2.21 | 55.46 | 0.3458 | 0.0526 | |||
| UBER / Uber Technologies, Inc. | 0.02 | 4.98 | 1.97 | 34.45 | 0.3085 | 0.0061 | |||
| QCOM / QUALCOMM Incorporated | 0.01 | 4.42 | 1.64 | 8.23 | 0.2577 | -0.0560 | |||
| WM / Waste Management, Inc. | 0.01 | -3.66 | 1.63 | -4.79 | 0.2557 | -0.0982 | |||
| AEE / Ameren Corporation | 0.02 | -5.62 | 1.53 | -9.70 | 0.2394 | -0.1101 | |||
| CSCO / Cisco Systems, Inc. | 0.02 | 2.51 | 1.48 | 15.31 | 0.2314 | -0.0332 | |||
| KMB / Kimberly-Clark Corporation | 0.01 | -51.01 | 1.10 | -55.60 | 0.1722 | -0.3388 | |||
| LMND / Lemonade, Inc. | 0.02 | 7.22 | 1.03 | 49.35 | 0.1614 | 0.0191 | |||
| NFLX / Netflix, Inc. | 0.00 | 58.67 | 0.99 | 128.05 | 0.1555 | 0.0656 | |||
| SANM / Sanmina Corporation | 0.01 | 0.98 | 0.1533 | 0.1533 | |||||
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) | 0.00 | 7.76 | 0.96 | 46.94 | 0.1508 | 0.0156 | |||
| DPZ / Domino's Pizza, Inc. | 0.00 | -6.83 | 0.95 | -8.64 | 0.1493 | -0.0660 | |||
| GD / General Dynamics Corporation | 0.00 | -51.08 | 0.95 | -47.71 | 0.1484 | -0.2253 | |||
| FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF | 0.05 | -23.00 | 0.93 | -21.80 | 0.1456 | -0.0998 | |||
| EQT / EQT Corporation | 0.01 | 87.50 | 0.87 | 104.68 | 0.1371 | 0.0488 | |||
| LOW / Lowe's Companies, Inc. | 0.00 | -64.18 | 0.84 | -65.95 | 0.1316 | -0.3775 | |||
| HII / Huntington Ingalls Industries, Inc. | 0.00 | 0.72 | 0.1135 | 0.1135 | |||||
| IYW / iShares Trust - iShares U.S. Technology ETF | 0.00 | -1.57 | 0.72 | 21.39 | 0.1121 | -0.0096 | |||
| FANG / Diamondback Energy, Inc. | 0.01 | 0.70 | 0.1103 | 0.1103 | |||||
| DHI / D.R. Horton, Inc. | 0.01 | 0.64 | 0.1010 | 0.1010 | |||||
| MARA / MARA Holdings, Inc. | 0.04 | 8.58 | 0.61 | 48.07 | 0.0961 | 0.0105 | |||
| BRK.B / Berkshire Hathaway Inc. | 0.00 | 0.00 | 0.57 | -8.87 | 0.0887 | -0.0395 | |||
| SO / The Southern Company | 0.01 | 2.23 | 0.56 | 2.18 | 0.0883 | -0.0257 | |||
| CLSK / CleanSpark, Inc. | 0.05 | 18.42 | 0.52 | 94.40 | 0.0817 | 0.0263 | |||
| MO / Altria Group, Inc. | 0.01 | -0.57 | 0.52 | -2.81 | 0.0814 | -0.0291 | |||
| VRT / Vertiv Holdings Co | 0.00 | 0.51 | 0.0805 | 0.0805 | |||||
| TEM / Tempus AI, Inc. | 0.01 | -20.00 | 0.51 | 5.39 | 0.0797 | -0.0200 | |||
| AMD / Advanced Micro Devices, Inc. | 0.00 | 0.50 | 0.0782 | 0.0782 | |||||
| SMCI / Super Micro Computer, Inc. | 0.01 | 0.49 | 0.0772 | 0.0772 | |||||
| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF | 0.00 | 0.00 | 0.48 | 17.82 | 0.0746 | -0.0089 | |||
| OKLO / Oklo Inc. | 0.01 | -19.87 | 0.45 | 107.41 | 0.0704 | 0.0256 | |||
| BITU / ProShares Trust - ProShares Ultra Bitcoin ETF | 0.01 | -0.05 | 0.45 | 55.59 | 0.0699 | 0.0106 | |||
| TPR / Tapestry, Inc. | 0.01 | 0.44 | 0.0688 | 0.0688 | |||||
| RGTI / Rigetti Computing, Inc. | 0.04 | 0.43 | 0.0675 | 0.0675 | |||||
| RCAT / Red Cat Holdings, Inc. | 0.06 | -35.03 | 0.41 | -19.48 | 0.0635 | -0.0405 | |||
| CMI / Cummins Inc. | 0.00 | 1.62 | 0.37 | 6.34 | 0.0579 | -0.0140 | |||
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF | 0.00 | -1.15 | 0.36 | -2.69 | 0.0568 | -0.0201 | |||
| MAIN / Main Street Capital Corporation | 0.01 | 0.36 | 0.0567 | 0.0567 | |||||
| GLD / SPDR Gold Trust | 0.00 | -1.02 | 0.35 | 4.73 | 0.0556 | -0.0144 | |||
| ACHR / Archer Aviation Inc. | 0.03 | 0.34 | 0.0530 | 0.0530 | |||||
| BITO / ProShares Trust - ProShares Bitcoin ETF | 0.01 | -12.00 | 0.29 | 3.19 | 0.0457 | -0.0126 | |||
| CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF | 0.00 | -2.61 | 0.25 | -2.36 | 0.0389 | -0.0136 | |||
| SOUN / SoundHound AI, Inc. | 0.02 | 0.23 | 0.0363 | 0.0363 | |||||
| SLV / iShares Silver Trust | 0.01 | 0.13 | 0.22 | 6.22 | 0.0349 | -0.0085 | |||
| ADM / Archer-Daniels-Midland Company | 0.00 | -0.48 | 0.22 | 9.00 | 0.0343 | -0.0070 | |||
| QBTS / D-Wave Quantum Inc. | 0.01 | 0.18 | 0.0282 | 0.0282 | |||||
| MSTU / ETF Opportunities Trust - T-Rex 2X Long MSTR Daily Target ETF | 0.02 | 0.00 | 0.13 | 59.26 | 0.0204 | 0.0034 | |||
| GAME / GameSquare Holdings, Inc. | 0.09 | 70.36 | 0.08 | 71.11 | 0.0121 | 0.0027 | |||
| QS / QuantumScape Corporation | 0.01 | 0.07 | 0.0105 | 0.0105 | |||||
| KNW / Know Labs, Inc. | 0.02 | 0.05 | 0.0077 | 0.0077 | |||||
| NAK / Northern Dynasty Minerals Ltd. | 0.02 | 0.00 | 0.02 | 14.29 | 0.0039 | -0.0005 | |||
| PRPH / ProPhase Labs, Inc. | 0.03 | 0.00 | 0.01 | -7.14 | 0.0021 | -0.0008 | |||
| FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| LDOS / Leidos Holdings, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| EOG / EOG Resources, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| HOOD / Robinhood Markets, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| META / Meta Platforms, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| CVM / CEL-SCI Corporation | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| LITM / Snow Lake Resources Ltd. | 0.00 | -100.00 | 0.00 | 0.0000 |
