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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 138 项
建仓 20
增持 35
减持 72
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVLU
ISHARES TR
+$10.0M
503,850
+182%
增持
IUSB
ISHARES TR
+$5.7M
331,720
+52%
建仓
TOTL
SSGA ACTIVE ETF TR
+$4.8M
116,751
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
SPMB
SPDR SER TR
-$4.6M
577,811
-29%
减持
SPYV
SPDR SER TR
+$3.6M
1,581,730
-4%
清仓
HEFA
ISHARES TR
-$2.9M
0
-100%
减持
SPYM
SPDR SER TR
+$2.8M
1,329,636
-2%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.7M
97,553
建仓
IAGG
ISHARES TR
+$2.7M
51,565
清仓
FLIA
FRANKLIN TEMPLETON ETF TR
-$2.7M
0
-100%
减持
SPYG
SPDR SER TR
-$2.6M
1,212,277
-6%
增持
XCEM
COLUMBIA ETF TR II
+$2.1M
231,311
+36%
清仓
BINC
BLACKROCK ETF TRUST II
-$1.4M
0
-100%
减持
SLYV
SPDR SER TR
+$1.4M
232,904
-3%
建仓
RECS
COLUMBIA ETF TR I
+$1.4M
41,061
减持
LPLA
LPL FINL HLDGS INC
-$1.4M
28,294
-1%
减持
SPAB
SPDR SER TR
+$1.4M
2,505,989
-2%
减持
SPDW
SPDR INDEX SHS FDS
+$1.3M
1,153,790
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
329,872
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.2M
253,007
+1%
增持
QEFA
SPDR INDEX SHS FDS
+$1.1M
157,091
+2%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$979.3K
32,482
减持
GTO
INVESCO ACTIVELY MANAGED EXC
+$976.2K
783,220
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$954.1K
469,447
-13%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$946.3K
25,970
减持
IYW
ISHARES TR
-$941.2K
41,253
-14%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$909.5K
26,144
减持
MDYV
SPDR SER TR
+$899.3K
190,054
-2%
增持
PAAA
PGIM ETF TR
+$890.7K
47,211
+58%
减持
SLYG
SPDR SER TR
+$842.0K
206,068
-4%
减持
SPTL
SPDR SER TR
-$824.4K
82,464
-30%
减持
SPTM
SPDR SER TR
-$736.4K
83,753
-16%
增持
AXP
AMERICAN EXPRESS CO
+$722.6K
10,031
+16%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$710.4K
23,400
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$666.1K
145,704
+4%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$639.9K
20,610
建仓
XLU
SELECT SECTOR SPDR TR
+$518.7K
6,422
清仓
DNL
WISDOMTREE TR
-$515.8K
0
-100%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$511.8K
8,166
增持
AAPL
APPLE INC
+$510.0K
17,109
+4%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$484.7K
8,870
增持
WMT
WALMART INC
+$479.4K
20,117
+19%
建仓
EQIN
COLUMBIA ETF TR I
+$465.9K
9,844
清仓
DXJ
WISDOMTREE TR
-$462.3K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$459.2K
6,402
减持
VOO
VANGUARD INDEX FDS
+$441.7K
19,545
-1%
清仓
XOP
SPDR SER TR
-$430.7K
0
-100%
建仓
EUSB
ISHARES TR
+$418.9K
9,455
清仓
ITB
ISHARES TR
-$418.6K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$415.1K
35,838
+8%
清仓
BA
BOEING CO
-$383.3K
0
-100%
建仓
INEQ
COLUMBIA ETF TR I
+$381.6K
11,927
建仓
TGRT
T ROWE PRICE ETF INC
+$379.1K
10,567
减持
IVV
ISHARES TR
+$375.0K
15,015
-1%
减持
AMAT
APPLIED MATLS INC
-$364.3K
1,681
-44%
减持
GOVT
ISHARES TR
-$356.6K
135,267
-13%
建仓
OSEA
HARBOR ETF TRUST
+$323.0K
11,165
建仓
GOOGL
ALPHABET INC
+$320.0K
1,929
减持
PAVE
GLOBAL X FDS
-$304.4K
44,440
-23%
清仓
EFIV
SPDR SER TR
-$289.6K
0
-100%
增持
JMBS
JANUS DETROIT STR TR
+$287.0K
75,198
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$286.8K
3,090
-29%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$270.2K
413,904
-2%
减持
PFFD
GLOBAL X FDS
+$269.9K
412,315
-2%
减持
MDYG
SPDR SER TR
+$267.1K
166,758
-2%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$253.8K
16,494
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$250.1K
4,991
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$243.4K
81,414
-13%
清仓
DAL
DELTA AIR LINES INC DEL
-$230.9K
0
-100%
清仓
IQSI
NEW YORK LIFE INVESTMENTS ET
-$222.2K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$207.3K
1,197
增持
PDN
INVESCO EXCH TRADED FD TR II
+$205.4K
62,980
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$204.8K
8,178
-26%
增持
CRM
SALESFORCE INC
+$200.5K
1,467
+88%
增持
V
VISA INC
+$198.1K
3,424
+21%
减持
EIX
EDISON INTL
+$197.1K
14,533
-2%
增持
IGV
ISHARES TR
+$186.5K
8,926
+27%
减持
SPBO
SPDR SER TR
-$184.9K
58,270
-14%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$170.5K
13,581
-1%
增持
PRU
PRUDENTIAL FINL INC
+$166.5K
4,623
+38%
减持
SPIP
SPDR SER TR
-$164.0K
18,357
-28%
减持
SPSM
SPDR SER TR
+$153.5K
251,799
-8%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$134.6K
126,151
-12%
增持
WM
WASTE MGMT INC DEL
+$133.3K
3,456
+26%
增持
HD
HOME DEPOT INC
+$129.9K
2,091
+0%
增持
MSFT
MICROSOFT CORP
+$129.3K
11,877
+7%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$118.6K
26,489
+0%
减持
AVUV
AMERICAN CENTY ETF TR
+$114.2K
19,231
-0%
减持
VXF
VANGUARD INDEX FDS
+$113.0K
9,085
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$105.9K
8,181
+34%
减持
IBB
ISHARES TR
-$103.0K
3,200
-23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$103.0K
2,238
-1%
增持
IJR
ISHARES TR
+$100.8K
9,672
+0%
减持
URA
GLOBAL X FDS
-$100.0K
11,090
-23%
增持
GSLC
GOLDMAN SACHS ETF TR
+$99.5K
4,375
+19%
减持
FLIN
FRANKLIN TEMPLETON ETF TR
-$97.6K
8,704
-25%
减持
MCD
MCDONALDS CORP
+$91.7K
2,745
-6%
减持
IJH
ISHARES TR
+$91.7K
24,551
-0%
增持
NURE
NUSHARES ETF TR
+$91.2K
17,656
+8%
减持
MMM
3M CO
+$90.8K
2,819
-2%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$87.3K
5,949
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$86.2K
6,609
-21%
减持
XLF
SELECT SECTOR SPDR TR
-$78.2K
8,224
-25%
减持
KRE
SPDR SER TR
-$70.7K
6,307
-28%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$64.2K
60,007
-8%
减持
QGRO
AMERICAN CENTY ETF TR
+$59.0K
14,032
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$57.2K
33,163
-12%
减持
XLB
SELECT SECTOR SPDR TR
-$54.1K
3,714
-20%
增持
DVA
DAVITA INC
+$53.7K
2,068
+0%
减持
PULS
PGIM ETF TR
-$49.0K
6,187
-14%
减持
XLRE
SELECT SECTOR SPDR TR
+$48.1K
7,867
-0%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
-$45.4K
32,621
-23%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$40.4K
3,641
-0%
减持
JSML
JANUS DETROIT STR TR
+$38.7K
6,635
-1%
减持
IEFA
ISHARES TR
+$35.0K
8,051
-1%
增持
JNJ
JOHNSON & JOHNSON
+$34.0K
1,911
+1%
增持
—
AMERICAN CENTY ETF TR
+$32.2K
16,039
+1%
增持
VTV
VANGUARD INDEX FDS
+$25.6K
1,743
+0%
增持
MRK
MERCK & CO INC
-$25.4K
2,620
+0%
减持
CHD
CHURCH & DWIGHT CO INC
-$22.7K
2,294
-10%
增持
WFC
WELLS FARGO CO NEW
-$22.4K
8,390
+0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$21.7K
2,051
-1%
减持
COST
COSTCO WHSL CORP NEW
+$17.6K
1,741
-3%
减持
SPMD
SPDR SER TR
-$16.9K
156,842
-6%
增持
CVX
CHEVRON CORP NEW
+$15.4K
2,007
+12%
减持
DHS
WISDOMTREE TR
+$13.8K
2,525
-4%
增持
SHV
ISHARES TR
+$13.2K
8,531
+1%
减持
DIVB
ISHARES TR
+$11.3K
4,666
-4%
减持
DGRW
WISDOMTREE TR
+$7.7K
3,701
-4%
减持
BAC
BANK AMERICA CORP
-$7.2K
10,310
-1%
减持
JPLD
J P MORGAN EXCHANGE TRADED F
-$7.2K
3,986
-5%
减持
USIG
ISHARES TR
+$3.6K
4,084
-3%
减持
IEMG
ISHARES INC
-$2.8K
7,388
-7%
减持
IUSG
ISHARES TR
-$1.8K
1,952
-4%
减持
ABT
ABBOTT LABS
+$1.4K
2,521
-8%
减持
QQQ
INVESCO QQQ TR
+$371
683
-2%
减持
PEP
PEPSICO INC
+$240
4,181
-3%
减持
AVIG
AMERICAN CENTY ETF TR
+$228
5,811
-4%
