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KWMG, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KWMG, LLC
报告期 2026-03-31 · CIK 0001633024
持仓数
147
前50大市值合计
$932.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 138 项
建仓 7
增持 86
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOT
VANGUARD INDEX FDS
+$5.8M
133,762
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.8M
973,882
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$5.2M
142,460
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BSV
VANGUARD BD INDEX FDS
+$4.5M
181,869
+45%
增持
IVW
ISHARES TR
+$4.5M
244,848
+1%
增持
QQQ
INVESCO QQQ TR
+$4.4M
50,626
+1%
减持
NRG
NRG ENERGY INC
+$4.4M
73,575
-5%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.9M
64,431
+1%
增持
VGT
VANGUARD WORLD FD
+$3.1M
22,873
+3%
减持
CAH
CARDINAL HEALTH INC
+$2.8M
114,093
-4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.6M
459,207
+3%
减持
VNQ
VANGUARD INDEX FDS
-$2.5M
325,786
-6%
增持
MSFT
MICROSOFT CORP
+$2.5M
20,518
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4M
473,251
+2%
增持
LRCX
LAM RESEARCH CORP
+$2.2M
84,987
+2%
增持
SMH
VANECK ETF TRUST
+$2.1M
30,099
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$2.1M
55,285
+36%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.7M
21,415
+1%
增持
SYF
SYNCHRONY FINANCIAL
+$1.6M
112,574
+1%
增持
DG
DOLLAR GEN CORP NEW
+$1.6M
55,566
+3%
增持
VOE
VANGUARD INDEX FDS
+$1.6M
191,367
+3%
清仓
SCHB
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
增持
IGV
ISHARES TR
+$1.4M
67,959
+0%
增持
BA
BOEING CO
+$1.3M
32,108
+2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.3M
202,435
+0%
减持
VCR
VANGUARD WORLD FD
-$1.2M
8,404
-36%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
29,521
-2%
减持
COF
CAPITAL ONE FINL CORP
+$1.2M
36,402
-0%
增持
IVE
ISHARES TR
+$1.2M
114,596
+3%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.2M
118,577
+2%
减持
XITK
SPDR SERIES TRUST
-$1.2M
16,584
-38%
增持
UFOX
ETF SER SOLUTIONS
+$1.1M
103,697
+1%
增持
MPC
MARATHON PETE CORP
+$1.1M
40,772
+5%
增持
GLW
CORNING INC
+$981.0K
136,320
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$942.2K
119,087
+6%
增持
TXT
TEXTRON INC
+$919.4K
87,082
+4%
减持
MUB
ISHARES TR
-$902.4K
18,758
-31%
增持
WHR
WHIRLPOOL CORP
+$886.7K
51,172
+7%
增持
IGSB
ISHARES TR
+$877.2K
239,691
+7%
增持
HYG
ISHARES TR
+$874.1K
269,771
+2%
增持
VUG
VANGUARD INDEX FDS
+$853.4K
10,707
+3%
增持
CSL
CARLISLE COS INC
+$834.9K
19,632
+3%
增持
—
JUNIPER NETWORKS INC
+$806.0K
167,434
+3%
增持
IP
INTERNATIONAL PAPER CO
-$717.2K
132,281
+2%
增持
VLO
VALERO ENERGY CORP
+$713.7K
91,005
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$712.9K
260,247
+6%
增持
—
SEALED AIR CORP NEW
+$710.6K
154,893
+9%
减持
HYMB
SPDR SERIES TRUST
-$696.9K
58,233
-31%
增持
—
AON PLC
-$680.8K
18,488
+1%
增持
AAL
AMERICAN AIRLS GROUP INC
+$676.0K
420,429
+10%
减持
NVDA
NVIDIA CORPORATION
+$653.2K
13,195
-0%
增持
CNI
CANADIAN NATL RY CO
+$608.3K
57,559
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$596.3K
110,592
+13%
增持
SHV
ISHARES TR
+$588.5K
108,429
+5%
增持
KMB
KIMBERLY-CLARK CORP
-$553.2K
47,816
+1%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$549.7K
24,553
增持
CTRA
COTERRA ENERGY INC
-$510.6K
219,627
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$507.7K
241,893
+2%
减持
AAPL
APPLE INC
-$494.3K
24,682
-1%
减持
TIP
ISHARES TR
-$493.4K
273,799
-1%
减持
IVV
ISHARES TR
+$491.9K
8,628
-0%
建仓
TQQQ
PROSHARES TR
+$473.9K
5,710
增持
NEAR
ISHARES U S ETF TR
+$463.1K
274,946
+3%
减持
SUB
ISHARES TR
-$462.9K
21,691
-17%
增持
AMGN
AMGEN INC
-$455.5K
20,501
+3%
增持
AFL
AFLAC INC
-$415.1K
72,813
+0%
增持
BBWI
BATH & BODY WORKS INC
+$410.2K
160,405
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$391.6K
108,920
+1%
建仓
HYD
VANECK ETF TRUST
+$390.8K
7,783
建仓
DFNM
DIMENSIONAL ETF TRUST
+$365.7K
7,710
增持
LEN
LENNAR CORP
+$347.4K
41,694
+12%
增持
UPRO
PROSHARES TR
+$327.5K
8,042
+46%
增持
EMN
EASTMAN CHEM CO
-$325.7K
57,971
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$321.1K
9,386
+2%
建仓
XLRE
SELECT SECTOR SPDR TR
+$320.9K
7,747
减持
MEAR
ISHARES U S ETF TR
-$319.8K
40,562
-14%
增持
DVN
DEVON ENERGY CORP NEW
-$316.2K
147,671
+10%
减持
KR
KROGER CO
+$308.7K
107,159
-2%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
+$290.2K
37,841
-1%
增持
EIX
EDISON INTL
-$283.1K
92,196
+8%
减持
VTI
VANGUARD INDEX FDS
+$282.2K
11,328
-1%
增持
HD
HOME DEPOT INC
+$280.8K
17,459
+5%
减持
SHM
SPDR SERIES TRUST
-$270.1K
27,080
-18%
减持
MO
ALTRIA GROUP INC
-$268.2K
123,529
-1%
增持
BND
VANGUARD BD INDEX FDS
+$261.0K
383,597
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$245.7K
71,405
+15%
增持
MINT
PIMCO ETF TR
+$239.2K
177,590
+1%
减持
NFG
NATIONAL FUEL GAS CO
+$223.7K
97,349
-4%
减持
AMZN
AMAZON COM INC
+$223.7K
7,725
-0%
清仓
AGG
ISHARES TR
-$216.1K
0
-100%
建仓
AVGO
BROADCOM INC
+$215.6K
782
增持
PFE
PFIZER INC
+$211.4K
198,030
+9%
建仓
TXN
TEXAS INSTRS INC
+$210.1K
1,012
清仓
UNH
UNITEDHEALTH GROUP INC
-$200.6K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$200.6K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$196.6K
26,892
-13%
增持
USMV
ISHARES TR
+$172.8K
122,844
+1%
增持
—
DUPONT DE NEMOURS INC
-$135.3K
76,278
+6%
增持
ROST
ROSS STORES INC
+$118.9K
49,439
+2%
增持
HON
HONEYWELL INTL INC
+$118.8K
4,117
+4%
增持
—
SMURFIT WESTROCK PLC
-$110.7K
133,474
+2%
增持
ARES
ARES MANAGEMENT CORPORATION
+$109.4K
3,884
+1%
增持
HOMB
HOME BANCSHARES INC
+$107.4K
244,223
+1%
增持
GOOG
ALPHABET INC
+$93.1K
4,375
+0%
减持
ITOT
ISHARES TR
+$88.6K
6,812
-0%
增持
META
META PLATFORMS INC
+$87.4K
519
+1%
增持
COST
COSTCO WHSL CORP NEW
+$85.2K
777
+7%
增持
STIP
ISHARES TR
-$84.5K
159,895
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$84.0K
1,033
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$82.6K
26,747
+0%
增持
PM
PHILIP MORRIS INTL INC
+$75.6K
2,876
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$71.4K
1,694
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$70.6K
101,780
+2%
增持
DVY
ISHARES TR
+$64.1K
100,616
+2%
增持
PG
PROCTER AND GAMBLE CO
-$63.2K
5,848
+0%
减持
GOOGL
ALPHABET INC
+$62.4K
3,088
-1%
减持
IEFA
ISHARES TR
+$56.1K
11,529
-4%
增持
SYK
STRYKER CORPORATION
+$54.1K
1,407
+4%
减持
JEF
JEFFERIES FINL GROUP INC
-$48.8K
12,956
-8%
减持
IGF
ISHARES TR
-$43.7K
6,986
-16%
减持
NFLX
NETFLIX INC
+$43.6K
183
-15%
减持
VO
VANGUARD INDEX FDS
+$36.9K
3,521
-4%
增持
PB
PROSPERITY BANCSHARES INC
+$36.5K
90,113
+2%
增持
VXUS
VANGUARD STAR FDS
+$35.2K
5,003
+0%
增持
VB
VANGUARD INDEX FDS
+$33.2K
1,364
+4%
增持
—
GARMIN LTD
+$27.5K
1,492
+14%
减持
XLY
SELECT SECTOR SPDR TR
-$26.4K
3,341
-12%
增持
BOND
PIMCO ETF TR
+$26.2K
136,700
+1%
增持
WFC
WELLS FARGO CO NEW
+$25.8K
2,913
+1%
减持
MCD
MCDONALDS CORP
-$25.3K
1,030
-1%
增持
V
VISA INC
+$23.1K
820
+7%
增持
IJJ
ISHARES TR
+$21.2K
2,954
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.9K
14,420
-5%
减持
T
AT&T INC
-$11.4K
258,273
-2%
减持
IJR
ISHARES TR
-$10.3K
3,877
-7%
减持
TJX
TJX COS INC NEW
+$8.5K
65,207
-1%
减持
MA
MASTERCARD INCORPORATED
-$4.3K
403
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.2K
9,460
-9%
