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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 137 项
建仓 22
增持 50
减持 49
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$37.6M
795,308
减持
BOND
PIMCO ETF TR
-$35.5M
2,258
-99%
增持
SPYM
SPDR SER TR
+$24.1M
1,612,927
+27%
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
SPYG
SPDR SER TR
+$21.4M
1,217,588
+28%
减持
SPDW
SPDR INDEX SHS FDS
-$11.8M
1,276,367
-25%
减持
SPYV
SPDR SER TR
-$8.3M
1,444,731
-18%
增持
MDYV
SPDR SER TR
+$4.9M
195,104
+43%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$4.1M
248,085
+46%
增持
MDYG
SPDR SER TR
+$4.1M
176,949
+36%
增持
SPAB
SPDR SER TR
+$3.6M
2,866,931
+4%
增持
SPTM
SPDR SER TR
+$2.9M
103,908
+78%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$2.9M
76,475
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$2.8M
136,467
+58%
建仓
USFR
WISDOMTREE TR
+$2.4M
47,395
减持
SPTI
SPDR SER TR
-$2.2M
7,929
-91%
增持
QEFA
SPDR INDEX SHS FDS
+$1.7M
153,528
+13%
减持
DNL
WISDOMTREE TR
-$1.6M
132,775
-27%
建仓
XCEM
COLUMBIA ETF TR II
+$1.5M
48,374
增持
SPSM
SPDR SER TR
+$1.5M
273,640
+5%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$1.4M
118,744
+133%
建仓
JPME
J P MORGAN EXCHANGE TRADED F
+$1.4M
14,730
减持
XLRE
SELECT SECTOR SPDR TR
-$1.3M
8,143
-82%
减持
SPTS
SPDR SER TR
-$1.2M
7,166
-85%
增持
SPTL
SPDR SER TR
+$1.2M
95,085
+77%
增持
SPMD
SPDR SER TR
+$1.1M
221,495
+5%
减持
SLYG
SPDR SER TR
+$1.0M
209,895
-2%
建仓
JPSE
J P MORGAN EXCHANGE TRADED F
+$1.0M
23,388
建仓
CRM
SALESFORCE INC
+$985.5K
3,745
建仓
SPBO
SPDR SER TR
+$949.5K
32,286
增持
AAPL
APPLE INC
+$861.2K
18,414
+33%
清仓
UPS
UNITED PARCEL SERVICE INC
-$726.2K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$709.3K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$681.6K
4,206
增持
WMT
WALMART INC
+$670.3K
7,431
+133%
建仓
—
AMERICAN CENTY ETF TR
+$618.3K
17,245
增持
IQSU
INDEXIQ ETF TR
+$596.9K
105,253
+7%
增持
PAVE
GLOBAL X FDS
+$579.2K
51,817
+35%
增持
QGRO
AMERICAN CENTY ETF TR
+$578.9K
17,431
+61%
清仓
SPEU
SPDR INDEX SHS FDS
-$568.2K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$564.6K
10,133
+189%
增持
SPMB
SPDR SER TR
+$556.0K
743,474
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$540.5K
22,513
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$520.2K
18,580
+26%
清仓
SMMU
PIMCO ETF TR
-$501.8K
0
-100%
清仓
NKE
NIKE INC
-$461.7K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$455.3K
162,883
-2%
清仓
RTX
RTX CORPORATION
-$446.6K
0
-100%
建仓
CHD
CHURCH & DWIGHT CO INC
+$426.5K
4,511
减持
JMBS
JANUS DETROIT STR TR
-$419.5K
57,303
-14%
建仓
JSML
JANUS DETROIT STR TR
+$410.1K
6,950
减持
MSFT
MICROSOFT CORP
+$409.6K
12,634
-1%
建仓
KRE
SPDR SER TR
+$398.2K
7,595
减持
VOO
VANGUARD INDEX FDS
+$393.5K
20,236
-2%
增持
LPLA
LPL FINL HLDGS INC
+$391.2K
28,454
+2%
清仓
VNQ
VANGUARD INDEX FDS
-$372.1K
0
-100%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$363.9K
10,434
增持
SPIP
SPDR SER TR
+$358.2K
47,622
+43%
建仓
XLV
SELECT SECTOR SPDR TR
+$358.1K
2,626
减持
PFFD
GLOBAL X FDS
-$353.5K
431,825
-4%
建仓
URA
GLOBAL X FDS
+$343.6K
12,408
清仓
SYY
SYSCO CORP
-$341.5K
0
-100%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$337.2K
180,454
+8%
建仓
XOP
SPDR SER TR
+$333.0K
2,432
建仓
DXJ
WISDOMTREE TR
+$328.8K
3,738
减持
SLYV
SPDR SER TR
+$327.7K
202,275
-6%
建仓
GNLX
GENELUX CORPORATION
+$326.8K
23,327
减持
LGLV
SPDR SER TR
-$319.2K
11,161
-19%
减持
SPEM
SPDR INDEX SHS FDS
-$305.9K
512,349
-5%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$294.0K
0
-100%
清仓
XHE
SPDR SER TR
-$279.2K
0
-100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$252.6K
106,397
+336%
清仓
ORCL
ORACLE CORP
-$239.1K
0
-100%
减持
IVV
ISHARES TR
+$235.5K
15,806
-4%
清仓
PANW
PALO ALTO NETWORKS INC
-$223.1K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$216.9K
29,883
+1%
建仓
ABBV
ABBVIE INC
+$211.2K
1,363
清仓
PG
PROCTER AND GAMBLE CO
-$209.0K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$207.7K
437
清仓
EMLC
VANECK ETF TRUST
-$203.7K
0
-100%
增持
XNTK
SPDR SER TR
+$198.3K
4,897
+13%
减持
COST
COSTCO WHSL CORP NEW
+$193.0K
1,838
-3%
增持
AXP
AMERICAN EXPRESS CO
+$174.5K
10,892
+2%
增持
XHB
SPDR SER TR
+$170.1K
7,231
+11%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$139.2K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$136.2K
10,177
+10%
减持
VXF
VANGUARD INDEX FDS
+$134.8K
9,126
-1%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$129.9K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$128.6K
6,804
-27%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$126.2K
11,181
+33%
减持
CSCO
CISCO SYS INC
-$125.3K
4,378
-35%
增持
BA
BOEING CO
+$106.8K
2,067
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$102.8K
10,436
+21%
减持
EIX
EDISON INTL
-$100.0K
15,426
-11%
增持
PEP
PEPSICO INC
-$98.8K
6,470
+0%
增持
NURE
NUSHARES ETF TR
+$96.7K
16,298
+22%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$91.5K
14,487
-1%
减持
PRU
PRUDENTIAL FINL INC
+$87.2K
5,818
-1%
减持
JNJ
JOHNSON & JOHNSON
-$76.5K
1,993
-15%
增持
HD
HOME DEPOT INC
+$76.4K
2,024
+1%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$74.3K
66,781
-2%
增持
BAC
BANK AMERICA CORP
+$66.7K
12,811
+1%
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$62.2K
40,640
减持
DAL
DELTA AIR LINES INC DEL
-$60.5K
5,830
-6%
减持
IEMG
ISHARES INC
-$60.4K
7,420
-16%
减持
V
VISA INC
+$59.9K
4,025
-3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$59.2K
3,867
-1%
增持
GIS
GENERAL MLS INC
-$58.8K
5,294
+1%
减持
IJR
ISHARES TR
+$56.4K
9,882
-3%
增持
QQQ
INVESCO QQQ TR
+$56.1K
827
+8%
减持
SBUX
STARBUCKS CORP
-$55.9K
4,074
-10%
减持
ABT
ABBOTT LABS
-$55.8K
4,001
-12%
减持
DHS
WISDOMTREE TR
-$47.4K
4,852
-13%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$44.5K
6,067
-3%
减持
IJH
ISHARES TR
+$41.1K
5,023
-3%
减持
EFIV
SPDR SER TR
-$38.5K
6,754
-17%
减持
PLD
PROLOGIS INC.
-$37.5K
3,779
-14%
减持
IVW
ISHARES TR
+$35.3K
9,906
-1%
减持
IQSI
INDEXIQ ETF TR
-$30.0K
8,333
-14%
增持
SHV
ISHARES TR
+$24.0K
8,245
+3%
增持
—
OUTLOOK THERAPEUTICS INC
-$20.3K
20,875
+27%
增持
TAP
MOLSON COORS BEVERAGE CO
-$20.3K
4,731
+1%
减持
CMF
ISHARES TR
-$19.6K
12,935
-4%
减持
IEFA
ISHARES TR
+$18.1K
7,434
-1%
减持
IUSG
ISHARES TR
+$15.4K
3,246
-2%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$15.1K
12,780
+1%
增持
VTV
VANGUARD INDEX FDS
+$14.3K
1,811
+0%
增持
MRK
MERCK & CO INC
-$14.0K
2,587
+1%
增持
DOW
DOW INC
+$10.2K
4,734
+1%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$9.9K
5,942
+3%
减持
DGRW
WISDOMTREE TR
-$9.9K
5,607
-7%
增持
SRE
SEMPRA
+$5.9K
3,070
+100%
减持
CORP
PIMCO ETF TR
-$5.9K
4,246
-4%
减持
WDIV
SPDR INDEX SHS FDS
-$4.1K
7,393
-6%
减持
SPYD
SPDR SER TR
+$1.7K
10,298
-5%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$1.7K
48,150
+358%
减持
GSLC
GOLDMAN SACHS ETF TR
-$596
4,669
-7%
减持
WM
WASTE MGMT INC DEL
-$512
4,002
-3%
