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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 77 项增持 1减持 75清仓 1

方向

标的

Δ市值

现股数(环比)

减持

SPYM SPDR SER TR

-$964.6K

1,267,391 -1%

减持

SPYV SPDR SER TR

-$812.0K

1,751,490 -1%

减持

SPAB SPDR SER TR

-$757.8K

2,757,296 -1%

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

SPYG SPDR SER TR

-$613.0K

948,240 -1%

减持

SPDW SPDR INDEX SHS FDS

-$554.9K

1,695,628 -1%

减持

BOND PIMCO ETF TR

-$342.9K

390,068 -1%

减持

SPHQ INVESCO EXCHANGE TRADED FD T

-$330.7K

165,578 -4%

减持

SPEM SPDR INDEX SHS FDS

-$289.9K

536,597 -2%

减持

PXF INVESCO EXCH TRADED FD TR II

-$265.0K

169,533 -3%

减持

DNL WISDOMTREE TR

-$233.2K

180,691 -3%

清仓

CRM SALESFORCE INC

-$216.8K

0 -100%

减持

SPTM SPDR SER TR

-$200.2K

58,341 -6%

减持

SLYV SPDR SER TR

-$187.3K

214,067 -1%

减持

SLYG SPDR SER TR

-$172.4K

214,581 -1%

减持

VOO VANGUARD INDEX FDS

-$160.9K

20,737 -2%

减持

XLK SELECT SECTOR SPDR TR

-$153.1K

21,816 -4%

减持

IQSU INDEXIQ ETF TR

-$133.7K

98,547 -3%

减持

JPEM J P MORGAN EXCHANGE TRADED F

-$118.6K

86,296 -3%

减持

PRF INVESCO EXCHANGE TRADED FD T

-$117.8K

24,429 -3%

减持

SPMB SPDR SER TR

-$112.5K

723,527 -1%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$111.2K

14,665 -5%

减持

MDYV SPDR SER TR

-$105.2K

136,253 -1%

减持

MDYG SPDR SER TR

-$103.8K

129,813 -1%

减持

PFFD GLOBAL X FDS

-$101.9K

450,280 -1%

减持

JMBS JANUS DETROIT STR TR

-$100.6K

66,696 -3%

减持

PXH INVESCO EXCH TRADED FD TR II

-$100.3K

166,819 -3%

减持

MSFT MICROSOFT CORP

-$94.8K

12,748 -2%

减持

QEFA SPDR INDEX SHS FDS

-$82.5K

136,447 -1%

减持

SPTI SPDR SER TR

-$76.7K

84,660 -3%

减持

LGLV SPDR SER TR

-$72.0K

13,780 -4%

减持

PANW PALO ALTO NETWORKS INC

-$69.0K

873 -24%

减持

V VISA INC

-$64.6K

4,160 -6%

减持

PRFZ INVESCO EXCHANGE TRADED FD T

-$62.0K

10,515 -3%

减持

PAVE GLOBAL X FDS

-$58.1K

38,385 -5%

减持

BA BOEING CO

-$56.5K

2,046 -12%

减持

PDN INVESCO EXCH TRADED FD TR II

-$56.2K

68,013 -3%

减持

SPTL SPDR SER TR

-$55.4K

53,751 -3%

减持

SPMD SPDR SER TR

-$50.9K

210,874 -1%

减持

WM WASTE MGMT INC DEL

-$48.3K

4,136 -6%

减持

BAC BANK AMERICA CORP

-$47.6K

12,709 -12%

减持

UPS UNITED PARCEL SERVICE INC

-$46.4K

4,051 -6%

减持

XLRE SELECT SECTOR SPDR TR

-$43.8K

44,226 -3%

减持

WMT WALMART INC

-$43.1K

3,189 -8%

减持

CORP PIMCO ETF TR

-$39.0K

4,417 -9%

减持

XLC SELECT SECTOR SPDR TR

-$38.3K

9,270 -6%

减持

XNTK SPDR SER TR

-$38.1K

4,339 -6%

减持

IJR ISHARES TR

-$37.7K

10,169 -4%

减持

SPEU SPDR INDEX SHS FDS

-$36.6K

14,754 -6%

减持

COST COSTCO WHSL CORP NEW

-$35.9K

1,895 -3%

减持

XHB SPDR SER TR

-$33.6K

6,495 -6%

减持

PLD PROLOGIS INC.

-$33.5K

4,414 -6%

减持

SPTS SPDR SER TR

-$31.4K

47,704 -2%

减持

ABT ABBOTT LABS

-$29.8K

4,551 -6%

减持

NKE NIKE INC

-$29.4K

4,183 -6%

减持

SPSM SPDR SER TR

-$28.2K

259,713 -0%

减持

SBUX STARBUCKS CORP

-$27.0K

4,513 -6%

减持

RTX RTX CORPORATION

-$27.0K

4,559 -6%

减持

VOOG VANGUARD ADMIRAL FDS INC

-$26.4K

3,888 -3%

减持

SPYD SPDR SER TR

-$25.2K

10,837 -6%

减持

DGRW WISDOMTREE TR

-$25.2K

6,060 -6%

减持

DHS WISDOMTREE TR

-$25.1K

5,607 -5%

减持

WDIV SPDR INDEX SHS FDS

-$24.9K

7,859 -5%

减持

ROBT FIRST TR EXCHANGE-TRADED FD

-$24.5K

8,384 -6%

减持

DAL DELTA AIR LINES INC DEL

-$19.4K

6,206 -6%

减持

PPA INVESCO EXCHANGE TRADED FD T

-$19.0K

3,480 -6%

减持

XHE SPDR SER TR

-$18.7K

2,837 -6%

减持

XLE SELECT SECTOR SPDR TR

-$18.4K

3,511 -6%

减持

XLF SELECT SECTOR SPDR TR

-$18.3K

8,591 -6%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$17.6K

9,380 -4%

减持

CSCO CISCO SYS INC

-$14.1K

6,697 -4%

减持

IVV ISHARES TR

-$6.2K

16,410 -0%

减持

IUSG ISHARES TR

-$4.7K

3,303 -1%

减持

SPIP SPDR SER TR

-$4.1K

33,261 -0%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$3.4K

14,004 -0%

减持

FLIA FRANKLIN TEMPLETON ETF TR

-$3.1K

51,006 -0%

增持

PRU PRUDENTIAL FINL INC

+$2.7K

5,851 +1%

减持

EMLC VANECK ETF TRUST

-$1.8K

7,968 -1%