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Koshinski Asset Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Koshinski Asset Management, Inc.

报告期 2026-03-31 · CIK 0001633389

持仓数

727

前50大市值合计

$833.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTV VANGUARD INDEX FDS

VALUE ETF

$70.4M

358,937

8.4%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$62.0M

2,129,978

7.4%

AAPL APPLE INC

COM

$42.3M

166,814

5.1%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$38.5M

564,494

4.6%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$31.7M

1,888,575

3.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$26.8M

588,317

3.2%

NVDA NVIDIA CORPORATION

COM

$24.8M

142,107

3.0%

DIVI FRANKLIN TEMPLETON ETF TR

INTL COR DIV TIL

$24.4M

612,081

2.9%

VB VANGUARD INDEX FDS

SMALL CP ETF

$24.0M

91,720

2.9%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$23.5M

759,197

2.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$21.4M

32,972

2.6%

JNJ JOHNSON & JOHNSON

COM

$20.4M

83,440

2.4%

ITOT ISHARES TR

CORE S&P TTL STK

$20.1M

141,313

2.4%

MSFT MICROSOFT CORP

COM

$19.2M

51,960

2.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$18.2M

31,498

2.2%

ADM ARCHER DANIELS MIDLAND CO

COM

$17.2M

236,440

2.1%

VUG VANGUARD INDEX FDS

GROWTH ETF

$16.8M

38,384

2.0%

AMZN AMAZON COM INC

COM

$16.6M

79,481

2.0%

AVGO BROADCOM INC

COM

$16.2M

52,384

1.9%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$14.6M

431,922

1.7%

DE DEERE & CO

COM

$14.1M

24,994

1.7%

IVV ISHARES TR

CORE S&P500 ETF

$13.4M

20,461

1.6%

CAT CATERPILLAR INC

COM

$13.2M

18,663

1.6%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$12.9M

419,786

1.5%

ZECP ZACKS TRUST

EARNGS CONSTANT

$11.6M

341,890

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$11.0M

38,274

1.3%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$10.4M

79,528

1.3%

WMT WALMART INC

COM

$10.3M

82,711

1.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$10.2M

52,955

1.2%

JPM JPMORGAN CHASE & CO

COM

$10.2M

34,538

1.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$9.7M

172,000

1.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$9.7M

44,975

1.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$9.6M

29,803

1.1%

GENT SPINNAKER ETF SERIES

GENTER CAP TAXAB

$9.3M

904,823

1.1%

GLD SPDR GOLD TR

GOLD SHS

$9.0M

20,960

1.1%

GOOG ALPHABET INC

CAP STK CL C

$8.9M

30,865

1.1%

FLDR FIDELITY MERRIMACK STR TR

LOW DURTIN ETF

$8.8M

175,834

1.1%

FRDM EA SERIES TRUST

FREEDOM 100 EM

$8.8M

160,417

1.1%

TRV TRAVELERS COMPANIES INC

COM

$8.7M

29,882

1.0%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$8.4M

309,986

1.0%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$8.1M

239,271

1.0%

— EXXON MOBIL CORP

COM

$8.0M

47,347

1.0%

FEZ SPDR INDEX SHS FDS

STATE STREET SPD

$8.0M

129,379

1.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$7.8M

120,973

0.9%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$7.6M

177,932

0.9%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$7.5M

254,128

0.9%

TSLA TESLA INC

COM

$7.5M

20,119

0.9%

ABBV ABBVIE INC

COM

$7.4M

34,069

0.9%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$7.4M

50,701

0.9%

META META PLATFORMS INC

CL A

$7.3M

12,738

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

VTV8.4%SCHG7.4%AAPL5.1%RDVY4.6%WCMI3.8%FBND3.2%