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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 68 项减持 68

方向

标的

Δ市值

现股数(环比)

减持

SPYG SPDR SER TR

-$2.4M

1,322,689 -2%

减持

SPYV SPDR SER TR

-$2.0M

1,595,924 -2%

减持

SPYM SPDR SER TR

-$1.7M

1,345,451 -2%

减持

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。

SPDW SPDR INDEX SHS FDS

减持

SPAB SPDR SER TR

-$1.2M

2,356,201 -2%

减持

GTO POWERSHARES ACTIVELY MANAGED

-$710.7K

765,597 -2%

减持

SPSM SPDR SER TR

-$493.2K

256,507 -4%

减持

SLYG SPDR SER TR

-$416.5K

198,088 -2%

减持

SPMD SPDR SER TR

-$414.7K

168,607 -4%

减持

SPEM SPDR INDEX SHS FDS

-$397.2K

433,506 -2%

减持

SLYV SPDR SER TR

-$358.8K

192,553 -2%

减持

QEFA SPDR INDEX SHS FDS

-$354.5K

148,637 -3%

减持

MDYG SPDR SER TR

-$346.9K

166,153 -2%

减持

SPMB SPDR SER TR

-$341.3K

786,601 -2%

减持

MDYV SPDR SER TR

-$332.0K

184,096 -2%

减持

GOVT ISHARES TR

-$288.6K

164,218 -7%

减持

JPEM J P MORGAN EXCHANGE TRADED F

-$259.2K

133,988 -3%

减持

IVV ISHARES TR

-$230.5K

15,073 -3%

减持

SPHQ INVESCO EXCHANGE TRADED FD T

-$184.2K

208,749 -1%

减持

PFFD GLOBAL X FDS

-$181.9K

411,393 -2%

减持

DYNF BLACKROCK ETF TRUST

-$174.1K

269,265 -1%

减持

AVUS AMERICAN CENTY ETF TR

-$163.7K

26,866 -6%

减持

SPBO SPDR SER TR

-$158.1K

70,665 -7%

减持

IUSB ISHARES TR

-$147.5K

200,509 -2%

减持

PXF INVESCO EXCH TRADED FD TR II

-$128.6K

66,232 -4%

减持

PRF INVESCO EXCHANGE TRADED FD T

-$124.3K

92,573 -3%

减持

IUSG ISHARES TR

-$121.0K

2,167 -32%

减持

PXH INVESCO EXCH TRADED FD TR II

-$108.4K

143,745 -4%

减持

JMBS JANUS DETROIT STR TR

-$106.7K

61,686 -4%

减持

PDN INVESCO EXCH TRADED FD TR II

-$94.2K

61,620 -4%

减持

IYW ISHARES TR

-$77.7K

39,771 -1%

减持

PRFZ INVESCO EXCHANGE TRADED FD T

-$59.2K

37,499 -4%

减持

XCEM COLUMBIA ETF TR II

-$57.6K

143,164 -1%

减持

AVUV AMERICAN CENTY ETF TR

-$53.3K

17,869 -3%

减持

HEFA ISHARES TR

-$52.8K

98,955 -2%

减持

SPTL SPDR SER TR

-$49.5K

96,997 -2%

减持

IJH ISHARES TR

-$45.2K

23,993 -3%

减持

IJR ISHARES TR

-$42.9K

9,476 -4%

减持

CORP PIMCO ETF TR

-$34.0K

2,999 -11%

减持

DGRW WISDOMTREE TR

-$31.3K

3,076 -12%

减持

WDIV SPDR INDEX SHS FDS

-$30.9K

4,964 -9%

减持

SPYD SPDR SER TR

-$29.7K

5,811 -11%

减持

DHS WISDOMTREE TR

-$29.3K

2,805 -11%

减持

FLIA FRANKLIN TEMPLETON ETF TR

-$27.5K

134,384 -1%

减持

— AMERICAN CENTY ETF TR

-$27.1K

15,791 -4%

减持

MSFT MICROSOFT CORP

-$26.1K

11,962 -1%

减持

MCD MCDONALDS CORP

-$25.7K

4,289 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$24.0K

4,794 -1%

减持

BINC BLACKROCK ETF TRUST II

-$23.1K

22,719 -2%

减持

IXC ISHARES TR

-$21.7K

33,200 -2%

减持

AXP AMERICAN EXPRESS CO

-$21.2K

9,745 -1%

减持

CRM SALESFORCE INC

-$19.6K

3,591 -2%

减持

V VISA INC

-$18.0K

3,784 -2%

减持

PAVE GLOBAL X FDS

-$17.7K

50,924 -1%

减持

WMT WALMART INC

-$16.4K

20,612 -1%

减持

PEP PEPSICO INC

-$15.9K

5,753 -2%

减持

WM WASTE MGMT INC DEL

-$14.0K

3,709 -2%

减持

AMAT APPLIED MATLS INC

-$12.9K

3,808 -2%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$11.6K

2,136 -3%

减持

SPIP SPDR SER TR

-$10.8K

25,260 -2%

减持

PRU PRUDENTIAL FINL INC

-$10.7K

4,967 -2%

减持

AAPL APPLE INC

-$10.7K

17,832 -0%

减持

CHD CHURCH & DWIGHT CO INC

-$9.5K

4,009 -2%

减持

VOOG VANGUARD ADMIRAL FDS INC

-$8.5K

3,839 -1%

减持

ABT ABBOTT LABS

-$7.3K

3,606 -2%

减持

TAP MOLSON COORS BEVERAGE CO

-$6.6K

4,078 -2%

减持

DOW DOW INC

-$5.3K

3,876 -2%

减持

VOO VANGUARD INDEX FDS

-$3.3K

19,997 -0%