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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 126 项
建仓 11
增持 62
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPDW
SPDR INDEX SHS FDS
-$13.8M
1,196,984
-23%
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$12.9M
423,255
减持
SPYG
SPDR SER TR
+$6.4M
1,287,240
-3%
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。
建仓
IVLU
ISHARES TR
+$4.9M
178,460
增持
SPEM
SPDR INDEX SHS FDS
+$4.6M
539,764
+25%
增持
SPAB
SPDR SER TR
+$4.6M
2,556,717
+9%
增持
SPYM
SPDR SER TR
+$4.2M
1,359,291
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.2M
249,523
+20%
增持
DYNF
BLACKROCK ETF TRUST
+$3.2M
322,596
+20%
增持
SLYV
SPDR SER TR
+$2.8M
240,071
+25%
增持
IYW
ISHARES TR
+$1.8M
47,813
+20%
建仓
PAAA
PGIM ETF TR
+$1.5M
29,907
清仓
IXC
ISHARES TR
-$1.4M
0
-100%
增持
SLYG
SPDR SER TR
+$1.1M
213,661
+8%
建仓
NVDA
NVIDIA CORPORATION
+$1.0M
8,470
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$1.0M
794,938
+4%
增持
XCEM
COLUMBIA ETF TR II
+$982.0K
170,251
+19%
减持
CRM
SALESFORCE INC
-$880.5K
782
-78%
清仓
CMF
ISHARES TR
-$744.3K
0
-100%
增持
IUSB
ISHARES TR
+$740.5K
218,525
+9%
增持
AVUS
AMERICAN CENTY ETF TR
+$590.3K
33,206
+24%
减持
HEFA
ISHARES TR
-$571.9K
80,992
-18%
增持
SPTL
SPDR SER TR
+$511.6K
118,356
+22%
增持
SPMB
SPDR SER TR
+$505.9K
815,527
+4%
建仓
WFC
WELLS FARGO CO NEW
+$496.3K
8,357
减持
MCD
MCDONALDS CORP
-$465.2K
2,920
-32%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$451.0K
2,067
增持
JMBS
JANUS DETROIT STR TR
+$439.0K
72,140
+17%
增持
LPLA
LPL FINL HLDGS INC
+$431.0K
28,463
+0%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$423.7K
140,253
+5%
减持
AAPL
APPLE INC
+$418.6K
16,506
-7%
建仓
XLB
SELECT SECTOR SPDR TR
+$412.0K
4,666
减持
SPMD
SPDR SER TR
-$400.4K
167,506
-1%
清仓
IHF
ISHARES TR
-$391.1K
0
-100%
增持
IVV
ISHARES TR
+$361.4K
15,141
+0%
减持
ITB
ISHARES TR
-$317.4K
4,142
-35%
减持
V
VISA INC
-$312.7K
2,832
-25%
增持
SPTM
SPDR SER TR
+$306.2K
99,535
+1%
增持
FLCH
FRANKLIN TEMPLETON ETF TR
+$300.1K
42,341
+67%
清仓
WDIV
SPDR INDEX SHS FDS
-$297.7K
0
-100%
减持
PEP
PEPSICO INC
-$296.1K
4,309
-25%
清仓
CORP
PIMCO ETF TR
-$288.0K
0
-100%
建仓
DVA
DAVITA INC
+$285.3K
2,059
清仓
TAP
MOLSON COORS BEVERAGE CO
-$274.3K
0
-100%
增持
SPSM
SPDR SER TR
+$265.8K
272,233
+6%
减持
VOO
VANGUARD INDEX FDS
+$258.9K
19,738
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$256.6K
27,748
+22%
建仓
AVIG
AMERICAN CENTY ETF TR
+$246.8K
6,052
增持
QEFA
SPDR INDEX SHS FDS
+$239.2K
154,522
+4%
清仓
SPYD
SPDR SER TR
-$236.6K
0
-100%
清仓
DOW
DOW INC
-$224.6K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$220.9K
8,628
-11%
建仓
DIVB
ISHARES TR
+$214.7K
4,854
减持
QGRO
AMERICAN CENTY ETF TR
-$213.6K
14,176
-16%
增持
COST
COSTCO WHSL CORP NEW
+$211.8K
1,795
+0%
建仓
USIG
ISHARES TR
+$211.2K
4,206
增持
MDYV
SPDR SER TR
+$211.1K
194,713
+6%
减持
GOVT
ISHARES TR
-$210.7K
156,339
-5%
减持
WM
WASTE MGMT INC DEL
-$206.5K
2,738
-26%
减持
IGV
ISHARES TR
-$199.1K
7,033
-26%
减持
PRU
PRUDENTIAL FINL INC
-$189.9K
3,356
-32%
减持
CHD
CHURCH & DWIGHT CO INC
-$155.3K
2,535
-37%
增持
MDYG
SPDR SER TR
-$139.2K
170,881
+3%
减持
ABT
ABBOTT LABS
-$123.8K
2,753
-24%
减持
SPBO
SPDR SER TR
-$122.3K
67,412
-5%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$106.3K
143,388
-0%
增持
PAVE
GLOBAL X FDS
+$106.3K
57,633
+13%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$96.1K
65,578
-1%
减持
WMT
WALMART INC
-$95.2K
16,911
-18%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$91.0K
26,460
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$83.3K
13,774
-1%
减持
AMAT
APPLIED MATLS INC
-$81.4K
2,983
-22%
减持
GSLC
GOLDMAN SACHS ETF TR
-$72.0K
3,690
-18%
增持
DGRW
WISDOMTREE TR
+$65.9K
3,847
+25%
增持
XLC
SELECT SECTOR SPDR TR
+$64.8K
11,021
+2%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$64.0K
15,533
+9%
增持
HD
HOME DEPOT INC
-$61.5K
2,084
+3%
增持
FLIN
FRANKLIN TEMPLETON ETF TR
+$60.1K
11,598
+6%
减持
XLK
SELECT SECTOR SPDR TR
+$58.9K
4,351
-2%
减持
FLIA
FRANKLIN TEMPLETON ETF TR
-$58.8K
131,932
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$56.5K
19,293
+8%
减持
EFIV
SPDR SER TR
-$51.5K
5,454
-19%
减持
MSFT
MICROSOFT CORP
-$51.3K
11,145
-7%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$47.1K
5,958
-2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$47.0K
3,649
-5%
增持
IBB
ISHARES TR
+$45.3K
4,145
+9%
减持
IWM
ISHARES TR
-$43.4K
1,258
-11%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$40.3K
8,353
+11%
增持
DNL
WISDOMTREE TR
+$40.2K
13,198
+8%
减持
IQSI
NEW YORK LIFE INVESTMENTS ET
-$40.1K
7,569
-14%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$37.8K
37,629
+0%
增持
DXJ
WISDOMTREE TR
+$35.5K
4,098
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$31.0K
5,032
+5%
增持
SPYV
SPDR SER TR
+$30.8K
1,641,087
+3%
减持
VB
VANGUARD INDEX FDS
-$27.5K
1,267
-5%
减持
JNJ
JOHNSON & JOHNSON
-$27.5K
1,886
-2%
减持
DAL
DELTA AIR LINES INC DEL
-$27.0K
4,867
-10%
增持
URA
GLOBAL X FDS
+$25.4K
14,413
+6%
增持
KRE
SPDR SER TR
+$24.3K
8,712
+9%
减持
VO
VANGUARD INDEX FDS
-$24.1K
1,265
-4%
增持
IEMG
ISHARES INC
+$21.0K
7,975
+1%
增持
BAC
BANK AMERICA CORP
+$20.9K
10,466
+0%
减持
DHS
WISDOMTREE TR
-$20.0K
2,637
-6%
增持
MRK
MERCK & CO INC
-$19.8K
2,609
+0%
增持
IJH
ISHARES TR
-$19.0K
24,579
+2%
增持
PDN
INVESCO EXCH TRADED FD TR II
-$17.7K
62,142
+1%
增持
IJR
ISHARES TR
-$16.9K
9,661
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.0K
2,266
+6%
减持
IEFA
ISHARES TR
-$15.1K
8,169
-0%
减持
PULS
PGIM ETF TR
-$14.6K
7,182
-4%
增持
XOP
SPDR SER TR
-$14.4K
2,961
+3%
增持
MMM
3M CO
+$13.0K
2,882
+9%
增持
SHV
ISHARES TR
+$11.5K
8,421
+1%
减持
EIX
EDISON INTL
-$11.0K
14,881
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$10.0K
93,577
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$9.6K
7,898
-0%
增持
NURE
NUSHARES ETF TR
+$8.4K
16,321
+0%
增持
—
AMERICAN CENTY ETF TR
-$6.9K
15,878
+1%
减持
IUSG
ISHARES TR
+$5.4K
2,034
-6%
增持
PFFD
GLOBAL X FDS
+$4.3K
421,647
+2%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$4.2K
6,105
+1%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$2.3K
4,199
+1%
增持
SPIP
SPDR SER TR
-$721
25,431
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$478
10,969
+3%
增持
JSML
JANUS DETROIT STR TR
+$417
6,692
+3%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$327
12,547
-2%
