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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 138 项
建仓 18
增持 34
减持 68
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$19.9M
1,355,343
+11%
增持
SPYV
SPDR SER TR
+$14.6M
1,635,323
+13%
增持
SPDW
SPDR INDEX SHS FDS
+$13.6M
1,591,899
+25%
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
SPAB
SPDR SER TR
-$12.8M
2,403,292
-16%
建仓
DYNF
BLACKROCK ETF TRUST
+$12.1M
273,185
建仓
IUSB
ISHARES TR
+$9.3M
203,746
减持
PXF
INVESCO EXCH TRADED FD TR II
-$8.3M
68,821
-72%
减持
SPYM
SPDR SER TR
-$5.6M
1,373,577
-15%
建仓
IYW
ISHARES TR
+$5.4M
40,346
减持
DNL
WISDOMTREE TR
-$4.4M
12,229
-91%
清仓
IQSU
INDEXIQ ETF TR
-$4.4M
0
-100%
建仓
GOVT
ISHARES TR
+$4.0M
176,891
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.0M
211,799
+30%
建仓
HEFA
ISHARES TR
+$3.5M
100,470
减持
XLK
SELECT SECTOR SPDR TR
-$3.4M
4,444
-80%
增持
XCEM
COLUMBIA ETF TR II
+$3.0M
145,018
+200%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$2.9M
0
-100%
清仓
USFR
WISDOMTREE TR
-$2.4M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$2.1M
444,483
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
4,851
+360%
清仓
LGLV
SPDR SER TR
-$1.6M
0
-100%
减持
MDYG
SPDR SER TR
+$1.5M
170,127
-4%
建仓
IXC
ISHARES TR
+$1.4M
33,706
减持
SPMD
SPDR SER TR
-$1.4M
176,382
-20%
增持
SPBO
SPDR SER TR
+$1.3M
76,096
+136%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.2M
23,160
增持
LPLA
LPL FINL HLDGS INC
+$1.0M
28,459
+0%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$1.0M
780,781
-2%
增持
SPMB
SPDR SER TR
+$1.0M
802,314
+8%
清仓
XLE
SELECT SECTOR SPDR TR
-$849.6K
0
-100%
建仓
IGV
ISHARES TR
+$810.2K
9,502
清仓
XNTK
SPDR SER TR
-$803.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$776.9K
20,004
-1%
建仓
ITB
ISHARES TR
+$736.0K
6,357
清仓
XHB
SPDR SER TR
-$691.7K
0
-100%
减持
IVV
ISHARES TR
+$605.3K
15,511
-2%
减持
SPIP
SPDR SER TR
-$559.8K
25,680
-46%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$541.0K
149,317
-17%
建仓
IBB
ISHARES TR
+$523.6K
3,816
减持
SLYV
SPDR SER TR
-$516.6K
196,878
-3%
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$509.1K
0
-100%
清仓
PLD
PROLOGIS INC.
-$503.8K
0
-100%
减持
AAPL
APPLE INC
-$476.8K
17,894
-3%
减持
QEFA
SPDR INDEX SHS FDS
+$444.1K
153,296
-0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$419.5K
2,197
建仓
FLCH
FRANKLIN TEMPLETON ETF TR
+$401.3K
25,430
清仓
SBUX
STARBUCKS CORP
-$391.1K
0
-100%
建仓
IHF
ISHARES TR
+$391.1K
7,170
建仓
PULS
PGIM ETF TR
+$371.6K
7,477
清仓
XLV
SELECT SECTOR SPDR TR
-$358.1K
0
-100%
清仓
GIS
GENERAL MLS INC
-$344.9K
0
-100%
增持
FLIA
FRANKLIN TEMPLETON ETF TR
+$324.9K
135,743
+14%
减持
MSFT
MICROSOFT CORP
+$307.9K
12,024
-5%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$284.5K
138,838
+2%
建仓
MMM
3M CO
+$281.5K
2,654
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$273.0K
39,007
-19%
减持
PAVE
GLOBAL X FDS
+$259.3K
51,368
-1%
增持
JMBS
JANUS DETROIT STR TR
+$256.2K
64,052
+12%
清仓
SRE
SEMPRA
-$229.4K
0
-100%
建仓
CAT
CATERPILLAR INC
+$227.0K
620
清仓
SPTI
SPDR SER TR
-$226.5K
0
-100%
减持
SPTM
SPDR SER TR
+$224.5K
98,175
-6%
清仓
CSCO
CISCO SYS INC
-$221.2K
0
-100%
建仓
ORCL
ORACLE CORP
+$214.8K
1,710
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$212.7K
4,176
清仓
BOND
PIMCO ETF TR
-$208.8K
0
-100%
清仓
SPTS
SPDR SER TR
-$208.2K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$199.4K
9,838
-10%
减持
MCD
MCDONALDS CORP
-$195.2K
4,380
-9%
减持
SLYG
SPDR SER TR
+$142.2K
202,863
-3%
增持
XLC
SELECT SECTOR SPDR TR
+$139.7K
10,767
+6%
减持
SPYD
SPDR SER TR
-$137.3K
6,541
-36%
增持
BA
BOEING CO
-$132.4K
2,106
+2%
减持
AVUS
AMERICAN CENTY ETF TR
+$131.2K
28,695
-4%
减持
DGRW
WISDOMTREE TR
-$128.4K
3,487
-38%
减持
DHS
WISDOMTREE TR
-$126.4K
3,143
-35%
减持
WDIV
SPDR INDEX SHS FDS
-$118.4K
5,480
-26%
减持
AMAT
APPLIED MATLS INC
+$116.7K
3,871
-8%
减持
CRM
SALESFORCE INC
+$115.7K
3,656
-2%
增持
XOP
SPDR SER TR
+$112.2K
2,873
+18%
增持
IJH
ISHARES TR
+$110.4K
24,737
+392%
减持
QGRO
AMERICAN CENTY ETF TR
+$106.2K
16,863
-3%
减持
COST
COSTCO WHSL CORP NEW
+$100.6K
1,793
-2%
减持
PFFD
GLOBAL X FDS
+$98.1K
420,414
-3%
增持
DXJ
WISDOMTREE TR
+$98.0K
3,934
+5%
减持
CORP
PIMCO ETF TR
-$91.0K
3,353
-21%
减持
WM
WASTE MGMT INC DEL
+$88.0K
3,775
-6%
增持
IEFA
ISHARES TR
+$85.5K
8,199
+10%
增持
WMT
WALMART INC
+$85.1K
20,885
+181%
增持
HD
HOME DEPOT INC
+$77.6K
2,031
+0%
减持
PEP
PEPSICO INC
-$76.2K
5,844
-10%
减持
IVW
ISHARES TR
+$75.9K
9,709
-2%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$75.4K
6,064
-0%
减持
JPME
J P MORGAN EXCHANGE TRADED F
+$61.3K
14,270
-3%
增持
MRK
MERCK & CO INC
+$60.7K
2,598
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$60.1K
13,852
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$59.6K
95,805
-10%
减持
AVUV
AMERICAN CENTY ETF TR
+$59.3K
18,438
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$58.1K
10,695
+2%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$48.8K
64,485
-3%
增持
URA
GLOBAL X FDS
+$48.3K
13,592
+10%
增持
IWM
ISHARES TR
+$46.1K
1,420
+13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$39.5K
7,556
+11%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$38.2K
10,914
+5%
减持
IUSG
ISHARES TR
+$37.0K
3,199
-1%
减持
BAC
BANK AMERICA CORP
-$36.0K
10,426
-19%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$32.2K
23,509
+1%
增持
IEMG
ISHARES INC
+$30.6K
7,867
+6%
减持
QQQ
INVESCO QQQ TR
-$30.1K
695
-16%
减持
DOW
DOW INC
-$29.8K
3,967
-16%
增持
IQSI
INDEXIQ ETF TR
+$29.4K
8,783
+5%
减持
EFIV
SPDR SER TR
+$29.1K
6,736
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$28.6K
4,496
-4%
减持
CVX
CHEVRON CORP NEW
-$27.9K
1,791
-14%
减持
V
VISA INC
+$26.4K
3,849
-4%
减持
DAL
DELTA AIR LINES INC DEL
+$23.4K
5,388
-8%
减持
ABT
ABBOTT LABS
-$23.3K
3,670
-8%
减持
EIX
EDISON INTL
-$23.1K
15,264
-1%
减持
IJR
ISHARES TR
+$20.4K
9,864
-0%
减持
VO
VANGUARD INDEX FDS
+$17.9K
1,322
-2%
减持
VB
VANGUARD INDEX FDS
+$15.8K
1,329
-2%
减持
JSML
JANUS DETROIT STR TR
-$15.2K
6,528
-6%
减持
XLRE
SELECT SECTOR SPDR TR
-$13.3K
7,917
-3%
减持
VTV
VANGUARD INDEX FDS
+$12.1K
1,737
-4%
增持
SHV
ISHARES TR
+$11.0K
8,314
+1%
减持
PRU
PRUDENTIAL FINL INC
-$9.5K
5,058
-13%
减持
JNJ
JOHNSON & JOHNSON
-$9.3K
1,916
-4%
减持
SPSM
SPDR SER TR
-$8.9K
267,966
-2%
减持
TAP
MOLSON COORS BEVERAGE CO
-$8.7K
4,176
-12%
清仓
—
OUTLOOK THERAPEUTICS INC
-$8.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$7.4K
383
-12%
减持
MDYV
SPDR SER TR
+$6.6K
188,465
-3%
减持
—
AMERICAN CENTY ETF TR
-$5.4K
16,522
-4%
增持
KRE
SPDR SER TR
+$5.2K
8,023
+6%
增持
NURE
NUSHARES ETF TR
-$4.3K
16,306
+0%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$4.1K
6,023
+1%
减持
CHD
CHURCH & DWIGHT CO INC
+$1.2K
4,100
-9%
增持
SPTL
SPDR SER TR
+$232
98,768
+4%
