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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 27
增持 85
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
980,792
+2%
建仓
SEIC
SEI INVTS CO
+$6.7M
74,022
建仓
UPXI
UPEXI INC
+$6.5M
2,192,983
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。
减持
IBMQ
ISHARES TR
-$6.4M
301,088
-46%
减持
MTUM
ISHARES TR
+$5.9M
175,869
-2%
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$5.8M
251,708
增持
VV
VANGUARD INDEX FDS
+$5.1M
156,138
+2%
增持
MSFT
MICROSOFT CORP
+$4.4M
32,587
+4%
减持
IBMP
ISHARES TR
-$3.8M
401,761
-28%
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$3.3M
140,666
增持
QUAL
ISHARES TR
+$3.1M
219,929
+1%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
32,040
+8%
增持
FRDM
EA SERIES TRUST
+$2.9M
519,600
+1%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
24,762
+47%
减持
IBMR
ISHARES TR
-$2.9M
277,247
-30%
减持
MINT
PIMCO ETF TR
-$2.7M
79,356
-26%
减持
NVDA
NVIDIA CORPORATION
+$2.7M
56,286
-2%
减持
VLUE
ISHARES TR
+$2.5M
453,600
-1%
增持
IMTM
ISHARES TR
+$2.5M
407,253
+1%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$2.5M
286,752
+61%
增持
DSMC
ETF SER SOLUTIONS
+$2.4M
482,792
+15%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.4M
94,167
-34%
增持
GSEW
GOLDMAN SACHS ETF TR
+$2.4M
47,290
+143%
增持
DCRE
DOUBLELINE ETF TRUST
+$2.3M
440,469
+11%
增持
JAAA
JANUS DETROIT STR TR
+$2.3M
450,111
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.2M
515,193
+0%
增持
IVLU
ISHARES TR
+$2.2M
808,775
+0%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$2.0M
143,006
+36%
增持
IBDU
ISHARES TR
+$1.9M
912,316
+9%
建仓
IXUS
ISHARES TR
+$1.8M
23,674
增持
SCHR
SCHWAB STRATEGIC TR
+$1.7M
532,900
+14%
增持
IQLT
ISHARES TR
+$1.7M
437,453
+1%
增持
AAPL
APPLE INC
-$1.7M
112,578
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
547
-83%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
14,711
+28%
减持
IBMO
ISHARES TR
-$1.4M
474,005
-10%
建仓
SPYM
SPDR SERIES TRUST
+$1.4M
18,637
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
660,516
+4%
增持
IBDR
ISHARES TR
+$1.2M
1,135,267
+5%
增持
AVGO
BROADCOM INC
+$1.2M
10,145
+8%
增持
IBDT
ISHARES TR
+$1.2M
1,069,915
+4%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
25,573
+16%
增持
—
ISHARES TR
+$1.2M
1,088,851
+4%
增持
META
META PLATFORMS INC
+$1.1M
4,990
+11%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
77,497
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
4,638
-2%
增持
CNI
CANADIAN NATL RY CO
+$1.0M
14,142
+211%
增持
IBDS
ISHARES TR
+$1.0M
1,121,733
+4%
增持
WMT
WALMART INC
+$981.9K
59,209
+8%
增持
FNDE
SCHWAB STRATEGIC TR
+$950.7K
357,912
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$911.6K
9,981
+24%
增持
C
CITIGROUP INC
+$871.6K
20,246
+69%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$864.8K
14,198
-6%
增持
VB
VANGUARD INDEX FDS
+$831.8K
46,782
+1%
增持
LDOS
LEIDOS HOLDINGS INC
+$822.4K
7,998
+146%
增持
SCHE
SCHWAB STRATEGIC TR
+$812.0K
113,375
+20%
增持
TLK
P T TELEKOMUNIKASI INDONESIA
+$808.4K
72,629
+154%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$789.3K
55,773
+151%
增持
TSLA
TESLA INC
+$758.6K
7,736
+18%
增持
AMZN
AMAZON COM INC
+$748.9K
22,658
+2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$723.1K
640,090
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$715.9K
16,486
-9%
增持
CTRN
CITI TRENDS INC
+$698.2K
76,600
+119%
增持
BTI
BRITISH AMERN TOB PLC
+$676.7K
72,700
+9%
增持
IMOM
EA SERIES TRUST
+$651.4K
112,833
+0%
增持
GOOG
ALPHABET INC
+$640.5K
25,671
+2%
增持
CSCO
CISCO SYS INC
+$624.5K
56,075
+6%
减持
—
ISHARES TR
-$585.7K
504,558
-4%
减持
JNJ
JOHNSON & JOHNSON
-$567.1K
32,268
-3%
增持
GIB
CGI INC
+$565.0K
12,062
+72%
增持
QMOM
EA SERIES TRUST
+$558.4K
95,037
+1%
建仓
DGRO
ISHARES TR
+$551.4K
8,623
建仓
TPR
TAPESTRY INC
+$551.3K
6,278
增持
NFLX
NETFLIX INC
+$532.0K
992
+16%
增持
GOOGL
ALPHABET INC
+$530.6K
12,230
+16%
增持
CAT
CATERPILLAR INC
+$518.6K
2,964
+55%
增持
NTRS
NORTHERN TR CORP
+$517.3K
8,156
+56%
减持
PG
PROCTER AND GAMBLE CO
-$515.2K
17,542
-10%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$514.3K
62,664
+0%
增持
V
VISA INC
+$499.7K
14,720
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$491.2K
4,107
+30%
增持
GD
GENERAL DYNAMICS CORP
+$477.6K
5,227
+36%
建仓
RBA
RB GLOBAL INC
+$475.9K
4,482
建仓
CSL
CARLISLE COS INC
+$470.9K
1,261
增持
COST
COSTCO WHSL CORP NEW
+$466.4K
4,668
+6%
减持
BOXX
EA SERIES TRUST
-$455.2K
60,470
-7%
增持
MS
MORGAN STANLEY
+$452.4K
5,751
+88%
增持
CHT
CHUNGHWA TELECOM CO LTD
+$446.0K
43,304
+8%
增持
BKNG
BOOKING HOLDINGS INC
+$445.0K
240
+17%
减持
AMGN
AMGEN INC
-$444.8K
3,473
-24%
建仓
APH
AMPHENOL CORP NEW
+$437.6K
4,431
建仓
ACIO
ETF SER SOLUTIONS
+$432.9K
10,456
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$431.2K
7,503
+22%
增持
ZTS
ZOETIS INC
+$430.6K
8,252
+59%
减持
FNDA
SCHWAB STRATEGIC TR
-$428.6K
182,821
-12%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$425.0K
5,221
减持
NVO
NOVO-NORDISK A S
-$422.6K
8,999
-40%
增持
VIV
TELEFONICA BRASIL SA
+$421.3K
64,377
+80%
建仓
TWLO
TWILIO INC
+$413.9K
3,328
减持
LLY
ELI LILLY & CO
-$407.5K
3,979
-6%
建仓
PLD
PROLOGIS INC.
+$407.4K
3,876
增持
IWF
ISHARES TR
+$398.2K
2,288
+44%
增持
INTU
INTUIT
+$397.3K
888
+80%
增持
PFE
PFIZER INC
+$394.9K
26,288
+175%
减持
—
AON PLC
-$391.2K
8,449
-1%
增持
PEP
PEPSICO INC
+$385.1K
9,148
+67%
减持
EFG
ISHARES TR
+$383.3K
51,026
-4%
建仓
UAL
UNITED AIRLS HLDGS INC
+$376.7K
4,731
增持
MDLZ
MONDELEZ INTL INC
+$376.7K
20,627
+38%
减持
MMM
3M CO
-$369.4K
3,575
-43%
建仓
WCN
WASTE CONNECTIONS INC
+$365.2K
1,956
增持
COF
CAPITAL ONE FINL CORP
+$362.8K
4,674
+33%
增持
ULTA
ULTA BEAUTY INC
+$361.9K
1,413
+73%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$361.0K
18,370
增持
BAC
BANK AMERICA CORP
+$354.8K
35,867
+11%
建仓
IUSB
ISHARES TR
+$354.4K
7,665
增持
SHW
SHERWIN WILLIAMS CO
+$351.3K
3,893
+38%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$346.8K
340,868
-6%
建仓
BN
BROOKFIELD CORP
+$346.4K
5,600
清仓
JD
JD.COM INC
-$345.2K
0
-100%
增持
COR
CENCORA INC
+$340.8K
3,265
+42%
建仓
SKM
SK TELECOM CO LTD
+$340.3K
14,572
清仓
IEI
ISHARES TR
-$340.2K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$334.9K
5,768
+32%
增持
IVAL
EA SERIES TRUST
+$330.9K
136,536
+0%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$326.1K
60,052
+3%
建仓
PYPL
PAYPAL HLDGS INC
+$324.7K
4,368
清仓
SPG
SIMON PPTY GROUP INC NEW
-$324.4K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$323.3K
24,979
+14%
减持
SCHF
SCHWAB STRATEGIC TR
+$322.0K
383,161
-7%
建仓
STT
STATE STR CORP
+$317.7K
2,988
建仓
GM
GENERAL MTRS CO
+$314.1K
6,382
清仓
RIO
RIO TINTO PLC
-$312.4K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$312.2K
4,278
+19%
增持
DIS
DISNEY WALT CO
+$309.9K
5,932
+38%
减持
CVX
CHEVRON CORP NEW
-$309.3K
4,208
-23%
增持
AMP
AMERIPRISE FINL INC
+$305.8K
1,227
+70%
清仓
SPIB
SPDR SER TR
-$305.4K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$305.2K
24,671
+91%
建仓
ACWX
ISHARES TR
+$304.7K
5,000
减持
APP
APPLOVIN CORP
-$300.6K
2,075
-46%
减持
MRSH
MARSH & MCLENNAN COS INC
-$295.9K
5,691
-10%
增持
MO
ALTRIA GROUP INC
+$294.3K
52,404
+13%
增持
CTAS
CINTAS CORP
+$287.4K
2,482
+92%
增持
—
ACCENTURE PLC IRELAND
+$286.6K
6,655
+22%
减持
MEAR
ISHARES U S ETF TR
-$286.4K
14,900
-28%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$285.2K
390
建仓
TIMB
TIM S A
+$284.2K
14,134
减持
ORCL
ORACLE CORP
+$283.7K
8,762
-25%
减持
CLS
CELESTICA INC
+$281.9K
6,190
-29%
