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Kathmere Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kathmere Capital Management, LLC
报告期 2026-03-31 · CIK 0001794543
持仓数
623
前50大市值合计
$1.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 31
增持 54
减持 44
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$27.3M
492,938
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$25.2M
26,492
-97%
增持
MINT
PIMCO ETF TR
+$7.9M
428,984
+22%
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
VUSB
VANGUARD BD INDEX FDS
+$5.6M
944,551
+14%
增持
VV
VANGUARD INDEX FDS
+$2.9M
132,169
+3%
减持
SMMU
PIMCO ETF TR
-$2.6M
103,089
-33%
增持
QUAL
ISHARES TR
+$2.5M
204,654
+1%
增持
AAPL
APPLE INC
+$2.3M
55,206
+9%
增持
VLUE
ISHARES TR
+$2.2M
368,870
+5%
减持
SUB
ISHARES TR
-$1.8M
68,471
-20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
638,333
+4%
增持
MTUM
ISHARES TR
+$1.6M
166,642
+3%
清仓
—
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
0
-100%
清仓
SPYC
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$981.2K
24,154
+3%
增持
LDUR
PIMCO ETF TR
+$972.2K
223,114
+6%
增持
FNDA
SCHWAB STRATEGIC TR
+$910.1K
272,514
+3%
增持
MSFT
MICROSOFT CORP
+$883.8K
14,507
+3%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
-$824.7K
116,360
-20%
减持
AMGN
AMGEN INC
-$804.6K
2,018
-61%
增持
IVLU
ISHARES TR
+$696.9K
619,494
+2%
增持
VTV
VANGUARD INDEX FDS
+$694.0K
46,615
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$668.3K
349,529
+4%
减持
PULS
PGIM ETF TR
-$629.2K
90,489
-13%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$595.4K
66,706
-23%
增持
VB
VANGUARD INDEX FDS
+$568.8K
38,100
+3%
减持
FRDM
EA SERIES TRUST
+$544.4K
429,243
-2%
增持
LLY
LILLY ELI & CO
+$533.1K
4,123
+1%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$520.3K
63,992
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$491.9K
8,473
-59%
增持
BX
BLACKSTONE INC
+$484.0K
7,518
+207%
增持
IMTM
ISHARES TR
+$465.8K
300,469
+2%
减持
EFV
ISHARES TR
-$450.7K
131,521
-7%
清仓
SOXX
ISHARES TR
-$444.7K
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$426.6K
255,519
+4%
建仓
AIG
AMERICAN INTL GROUP INC
+$425.5K
7,394
减持
MEAR
ISHARES U S ETF TR
-$419.8K
256,447
-3%
建仓
AXP
AMERICAN EXPRESS CO
+$417.9K
2,399
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$410.9K
5,105
+60%
增持
UNH
UNITEDHEALTH GROUP INC
+$406.8K
3,629
+28%
减持
IQDG
WISDOMTREE TR
-$401.2K
129,347
-10%
减持
SCHE
SCHWAB STRATEGIC TR
-$396.9K
112,617
-13%
建仓
KLAC
KLA CORP
+$392.4K
809
增持
VTI
VANGUARD INDEX FDS
+$388.1K
13,022
+7%
清仓
—
ISHARES TR
-$385.4K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$370.7K
1,289
-55%
清仓
SPY
SPDR S&P 500 ETF TR
-$352.2K
0
-100%
建仓
ALL
ALLSTATE CORP
+$349.4K
3,204
增持
GOOGL
ALPHABET INC
+$329.6K
6,849
+45%
减持
CSCO
CISCO SYS INC
-$325.1K
29,093
-17%
清仓
A
AGILENT TECHNOLOGIES INC
-$323.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$323.0K
3,666
+136%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$317.6K
3,242
增持
MRK
MERCK & CO INC
+$316.1K
17,462
+9%
增持
ORCL
ORACLE CORP
+$313.3K
11,860
+0%
建仓
INTC
INTEL CORP
+$312.8K
9,353
减持
IMOM
EA SERIES TRUST
-$312.6K
92,825
-9%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$305.0K
0
-100%
增持
HD
HOME DEPOT INC
+$300.4K
4,019
+25%
建仓
JPIN
J P MORGAN EXCHANGE TRADED F
+$299.9K
5,775
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$291.6K
4,049
减持
PM
PHILIP MORRIS INTL INC
-$289.9K
5,152
-37%
增持
HON
HONEYWELL INTL INC
+$289.0K
5,871
+21%
清仓
GPC
GENUINE PARTS CO
-$282.9K
0
-100%
减持
RY
ROYAL BK CDA
-$279.3K
3,472
-46%
建仓
AVGO
BROADCOM INC
+$270.6K
312
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$270.6K
16,107
建仓
SYF
SYNCHRONY FINANCIAL
+$269.4K
7,943
建仓
PFE
PFIZER INC
+$266.5K
7,266
增持
MCK
MCKESSON CORP
+$259.8K
2,162
+16%
建仓
WFC
WELLS FARGO CO NEW
+$258.8K
6,063
建仓
BIIB
BIOGEN INC
+$258.4K
907
减持
QVAL
EA SERIES TRUST
-$258.0K
143,796
-7%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$257.8K
1,587
减持
EFG
ISHARES TR
-$257.2K
62,239
-6%
建仓
DELL
DELL TECHNOLOGIES INC
+$256.5K
4,740
增持
IQLT
ISHARES TR
+$255.2K
327,896
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$248.4K
6,466
+2%
建仓
VLO
VALERO ENERGY CORP
+$247.4K
2,109
建仓
VFVA
VANGUARD WELLINGTON FD
+$246.3K
2,472
建仓
FOXA
FOX CORP
+$245.5K
7,220
减持
LMT
LOCKHEED MARTIN CORP
-$243.3K
1,790
-21%
清仓
TGT
TARGET CORP
-$239.8K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$239.3K
2,048
建仓
EQH
EQUITABLE HLDGS INC
+$239.1K
8,805
减持
PXH
INVESCO EXCH TRADED FD TR II
-$233.9K
121,999
-11%
清仓
MSCI
MSCI INC
-$232.8K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$230.3K
0
-100%
建仓
BBY
BEST BUY INC
+$230.1K
2,808
建仓
IVV
ISHARES TR
+$228.2K
512
减持
SCHD
SCHWAB STRATEGIC TR
-$226.9K
11,142
-21%
减持
ABBV
ABBVIE INC
-$225.3K
2,607
-28%
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$224.6K
827
清仓
RIO
RIO TINTO PLC
-$222.0K
0
-100%
建仓
CI
THE CIGNA GROUP
+$218.6K
779
清仓
BP
BP PLC
-$218.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$215.8K
0
-100%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$215.0K
120,087
+50%
清仓
HPQ
HP INC
-$214.5K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$214.1K
52,490
-2%
增持
WMT
WALMART INC
+$211.5K
10,134
+8%
清仓
MCO
MOODYS CORP
-$210.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$207.5K
1,478
-2%
建仓
PAYX
PAYCHEX INC
+$207.4K
1,854
建仓
INFY
INFOSYS LTD
+$207.1K
12,888
清仓
WY
WEYERHAEUSER CO MTN BE
-$204.8K
0
-100%
清仓
CPB
CAMPBELL SOUP CO
-$204.5K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$204.1K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$201.6K
0
-100%
建仓
MCD
MCDONALDS CORP
+$201.2K
674
清仓
—
AMDOCS LTD
-$200.7K
0
-100%
减持
PEP
PEPSICO INC
-$200.6K
11,087
-10%
减持
—
ISHARES TR
-$194.3K
10,777
-42%
减持
IVAL
EA SERIES TRUST
-$191.4K
116,677
-8%
减持
BUFB
INNOVATOR ETFS TR
-$188.8K
118,251
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$184.8K
49,574
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$182.9K
378,775
+1%
增持
VTRS
VIATRIS INC
+$180.3K
44,406
+63%
减持
QMOM
EA SERIES TRUST
-$176.3K
93,698
-7%
建仓
NPKI
NEWPARK RES INC
+$171.8K
32,844
增持
JNJ
JOHNSON & JOHNSON
+$169.6K
13,242
+1%
增持
DIS
DISNEY WALT CO
+$164.9K
4,526
+89%
建仓
BCS
BARCLAYS PLC
+$164.6K
20,939
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$163.3K
2,999
-27%
减持
ARCC
ARES CAPITAL CORP
-$162.0K
49,920
-17%
增持
NVS
NOVARTIS AG
+$160.9K
10,265
+8%
减持
WPC
WP CAREY INC
-$148.1K
4,907
-21%
增持
HMC
HONDA MOTOR LTD
+$144.5K
12,260
+43%
增持
CAH
CARDINAL HEALTH INC
+$143.8K
3,671
+36%
增持
JBL
JABIL INC
+$143.4K
3,241
+38%
增持
VIPS
VIPSHOP HOLDINGS LIMITED
+$143.0K
23,516
+46%
减持
MMM
3M CO
-$126.9K
5,934
-13%
增持
MRSH
MARSH & MCLENNAN COS INC
+$122.2K
2,643
+17%
减持
BNY
BANK NEW YORK MELLON CORP
-$121.6K
4,743
-35%
增持
GOOG
ALPHABET INC
+$119.4K
5,686
+4%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$119.3K
17,105
+52%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$115.0K
914
+2%
减持
AZO
AUTOZONE INC
-$110.8K
274
-15%
增持
VXUS
VANGUARD STAR FDS
+$110.3K
7,963
+31%
增持
AFL
AFLAC INC
+$108.7K
5,913
+25%
减持
PTIN
PACER FDS TR
-$105.0K
41,570
-12%
增持
KMB
KIMBERLY-CLARK CORP
+$103.4K
5,164
+14%
减持
GSIE
GOLDMAN SACHS ETF TR
-$101.2K
79,979
-6%
增持
CMCSA
COMCAST CORP NEW
+$99.0K
7,371
+35%
增持
MDLZ
MONDELEZ INTL INC
+$98.1K
12,721
+7%
增持
WM
WASTE MGMT INC DEL
+$97.8K
3,969
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$96.3K
2,049
-13%
增持
FNDF
SCHWAB STRATEGIC TR
+$95.2K
34,728
+6%
减持
PTLC
PACER FDS TR
-$95.0K
54,014
-12%
减持
V
VISA INC
+$94.5K
8,104
-0%
