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KWB Wealth 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KWB Wealth
报告期 2026-03-31 · CIK 0001822236
持仓数
166
前50大市值合计
$931.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 133 项
建仓 20
增持 58
减持 40
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPAB
SPDR SER TR
+$36.1M
2,787,165
+103%
减持
SLYV
SPDR SER TR
-$28.0M
216,493
-64%
增持
SPDW
SPDR INDEX SHS FDS
+$25.1M
1,712,681
+66%
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
SPYV
SPDR SER TR
+$24.5M
1,770,285
+33%
增持
SPYG
SPDR SER TR
+$20.7M
958,286
+29%
清仓
SPHY
SPDR SER TR
-$15.7M
0
-100%
减持
SPYM
SPDR SER TR
-$12.9M
1,285,902
-28%
减持
MDYV
SPDR SER TR
-$9.9M
137,783
-54%
建仓
PFFD
GLOBAL X FDS
+$8.8M
455,535
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$8.7M
172,134
增持
BOND
PIMCO ETF TR
+$7.9M
393,811
+26%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$4.2M
175,428
+100%
增持
SPMD
SPDR SER TR
+$3.7M
211,983
+50%
增持
DNL
WISDOMTREE TR
+$3.7M
187,201
+99%
减持
IQSU
INDEXIQ ETF TR
-$3.5M
101,993
-57%
增持
QEFA
SPDR INDEX SHS FDS
+$3.2M
137,628
+38%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$2.7M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
22,696
+61%
增持
SPSM
SPDR SER TR
+$2.1M
260,439
+21%
增持
SPTI
SPDR SER TR
+$1.7M
87,373
+215%
增持
MSFT
MICROSOFT CORP
+$1.6M
13,027
+11%
减持
XLRE
SELECT SECTOR SPDR TR
-$1.3M
45,389
-44%
增持
JMBS
JANUS DETROIT STR TR
+$1.3M
68,895
+66%
增持
SLYG
SPDR SER TR
+$1.3M
216,821
+2%
增持
MDYG
SPDR SER TR
+$1.0M
131,262
+2%
建仓
FLIA
FRANKLIN TEMPLETON ETF TR
+$1.0M
51,161
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$989.3K
0
-100%
增持
LGLV
SPDR SER TR
+$976.4K
14,292
+88%
减持
SPTL
SPDR SER TR
-$973.4K
55,606
-39%
增持
AAPL
APPLE INC
+$914.3K
13,838
+2%
清仓
SJNK
SPDR SER TR
-$889.7K
0
-100%
建仓
SHV
ISHARES TR
+$883.9K
8,003
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$836.3K
0
-100%
增持
PAVE
GLOBAL X FDS
+$746.1K
40,233
+106%
增持
AVUV
AMERICAN CENTY ETF TR
+$710.7K
14,795
+152%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$696.5K
0
-100%
建仓
XNTK
SPDR SER TR
+$643.6K
4,612
建仓
XLC
SELECT SECTOR SPDR TR
+$641.6K
9,859
增持
SPTM
SPDR SER TR
+$609.7K
62,018
+6%
建仓
SPEU
SPDR INDEX SHS FDS
+$604.8K
15,705
清仓
NOC
NORTHROP GRUMMAN CORP
-$581.6K
0
-100%
建仓
XHB
SPDR SER TR
+$555.2K
6,914
增持
PXH
INVESCO EXCH TRADED FD TR II
+$552.4K
172,201
+14%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$542.6K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$474.1K
4,786
建仓
CORP
PIMCO ETF TR
+$458.0K
4,828
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$434.2K
25,149
-14%
减持
IJR
ISHARES TR
-$433.5K
10,547
-33%
建仓
DGRW
WISDOMTREE TR
+$429.1K
6,438
清仓
CWB
SPDR SER TR
-$416.3K
0
-100%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$407.4K
8,920
增持
QGRO
AMERICAN CENTY ETF TR
+$374.6K
10,813
+67%
减持
IJH
ISHARES TR
-$367.5K
5,167
-27%
建仓
TSLA
TESLA INC
+$352.9K
1,348
增持
AXP
AMERICAN EXPRESS CO
+$329.9K
10,712
+3%
清仓
XLP
SELECT SECTOR SPDR TR
-$313.2K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$308.8K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$307.9K
9,133
增持
V
VISA INC
+$303.3K
4,432
+23%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$303.1K
15,408
-17%
建仓
XHE
SPDR SER TR
+$297.9K
3,027
清仓
XLI
SELECT SECTOR SPDR TR
-$297.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$292.0K
1,143
增持
SPMB
SPDR SER TR
+$287.2K
728,660
+1%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$286.5K
5,771
建仓
QQQ
INVESCO QQQ TR
+$282.6K
765
减持
VNQ
VANGUARD INDEX FDS
-$273.4K
4,453
-43%
增持
SPIP
SPDR SER TR
+$267.9K
33,421
+45%
减持
IEFA
ISHARES TR
-$248.3K
7,481
-39%
建仓
ORCL
ORACLE CORP
+$239.1K
2,008
清仓
XME
SPDR SER TR
-$229.3K
0
-100%
增持
MCD
MCDONALDS CORP
+$227.0K
4,824
+5%
清仓
KIE
SPDR SER TR
-$226.8K
0
-100%
建仓
CRM
SALESFORCE INC
+$216.8K
1,026
清仓
BBH
VANECK ETF TRUST
-$215.9K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$207.4K
4,414
+24%
减持
VOO
VANGUARD INDEX FDS
-$202.2K
21,132
-16%
增持
COST
COSTCO WHSL CORP NEW
+$198.6K
1,962
+4%
增持
UPS
UNITED PARCEL SERVICE INC
+$175.8K
4,310
+26%
减持
AVUS
AMERICAN CENTY ETF TR
+$173.1K
29,526
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$172.9K
545,029
-5%
增持
PLD
PROLOGIS INC.
+$168.0K
4,687
+30%
减持
DHS
WISDOMTREE TR
-$165.9K
5,923
-20%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$161.3K
3,992
-1%
减持
SPYD
SPDR SER TR
-$152.3K
11,518
-21%
减持
EMLC
VANECK ETF TRUST
-$150.1K
8,037
-45%
减持
CVX
CHEVRON CORP NEW
-$144.8K
2,081
-21%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$135.1K
69,838
+3%
减持
IVW
ISHARES TR
+$115.8K
10,055
-1%
增持
HD
HOME DEPOT INC
+$109.7K
2,012
+23%
减持
BAC
BANK AMERICA CORP
-$109.1K
14,368
-9%
增持
WDIV
SPDR INDEX SHS FDS
+$94.5K
8,294
+28%
减持
DAL
DELTA AIR LINES INC DEL
+$93.2K
6,615
-2%
增持
ABT
ABBOTT LABS
+$90.4K
4,825
+22%
减持
XLE
SELECT SECTOR SPDR TR
-$90.1K
3,738
-17%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$83.5K
6,259
-2%
减持
IEMG
ISHARES INC
-$82.6K
8,840
-20%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$82.4K
3,706
+26%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$80.9K
9,732
+20%
增持
CSCO
CISCO SYS INC
+$78.0K
6,970
+17%
减持
SPTS
SPDR SER TR
-$77.1K
48,794
-5%
减持
VXF
VANGUARD INDEX FDS
+$76.3K
9,176
-5%
增持
TAP
MOLSON COORS BEVERAGE CO
+$75.5K
4,706
+3%
增持
WMT
WALMART INC
+$72.5K
3,464
+4%
减持
IVV
ISHARES TR
+$72.0K
16,424
-13%
增持
NKE
NIKE INC
+$68.9K
4,450
+23%
增持
PEP
PEPSICO INC
+$66.2K
6,466
+3%
增持
BA
BOEING CO
+$65.5K
2,314
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$64.9K
4,835
+19%
增持
NURE
NUSHARES ETF TR
+$58.5K
13,365
+9%
减持
VB
VANGUARD INDEX FDS
-$56.7K
1,350
-24%
增持
PRU
PRUDENTIAL FINL INC
-$46.1K
5,820
+3%
减持
EFIV
SPDR SER TR
+$43.1K
8,143
-3%
减持
IUSG
ISHARES TR
+$42.5K
3,352
-4%
增持
LPLA
LPL FINL HLDGS INC
+$38.0K
27,988
+0%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$29.7K
12,660
+0%
减持
EIX
EDISON INTL
-$28.6K
17,318
-11%
增持
GIS
GENERAL MLS INC
-$24.4K
5,263
+3%
增持
DOW
DOW INC
+$22.7K
4,684
+4%
增持
JNJ
JOHNSON & JOHNSON
-$22.4K
2,349
+1%
减持
IWM
ISHARES TR
+$15.2K
1,258
-0%
增持
VTV
VANGUARD INDEX FDS
+$14.8K
1,805
+5%
增持
MRK
MERCK & CO INC
+$13.6K
2,566
+1%
减持
IQSI
INDEXIQ ETF TR
-$13.4K
9,675
-13%
减持
VO
VANGUARD INDEX FDS
-$8.6K
1,343
-10%
减持
GSLC
GOLDMAN SACHS ETF TR
-$8.5K
5,024
-14%
减持
—
OUTLOOK THERAPEUTICS INC
+$4.6K
16,400
-26%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$4.4K
88,644
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.4K
14,071
+0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$3.3K
10,876
-8%
增持
SYY
SYSCO CORP
+$1.7K
4,603
+4%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$838
12,744
+2%
增持
PG
PROCTER AND GAMBLE CO
+$357
1,378
+0%
