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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 141 项
建仓 13
增持 71
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SPMB
SPDR SER TR
-$7.2M
269,723
-53%
减持
SPDW
SPDR INDEX SHS FDS
-$5.9M
1,096,005
-5%
减持
SPYV
SPDR SER TR
-$5.9M
1,519,859
-4%
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
SPMO
INVESCO EXCH TRADED FD TR II
+$5.7M
59,714
增持
TOTL
SSGA ACTIVE ETF TR
+$5.4M
260,912
+123%
增持
SPYM
SPDR SER TR
+$4.3M
1,364,601
+3%
增持
PG
PROCTER AND GAMBLE CO
+$4.2M
26,527
+2116%
减持
SPAB
SPDR SER TR
-$4.2M
2,451,771
-2%
减持
IUSB
ISHARES TR
-$4.1M
254,806
-23%
增持
RECS
COLUMBIA ETF TR I
+$3.8M
149,661
+264%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.7M
138,307
+571%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.5M
126,424
+387%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$3.0M
569,126
+38%
增持
LPLA
LPL FINL HLDGS INC
+$2.7M
28,438
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$2.6M
368,667
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$2.6M
121,540
+274%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
291,139
+15%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.4M
54,759
+517%
建仓
GLDM
WORLD GOLD TR
+$2.1M
40,822
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.1M
81,561
+212%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$2.1M
42,885
+425%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.9M
169,377
+74%
减持
SLYG
SPDR SER TR
-$1.9M
191,333
-7%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$1.7M
779,345
-0%
增持
EQIN
COLUMBIA ETF TR I
+$1.7M
48,010
+388%
减持
SPEM
SPDR INDEX SHS FDS
-$1.6M
462,278
-2%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.6M
84,345
+260%
减持
SPTM
SPDR SER TR
-$1.5M
61,582
-26%
减持
SLYV
SPDR SER TR
-$1.2M
218,103
-6%
增持
IVLU
ISHARES TR
+$1.2M
592,723
+18%
增持
INEQ
COLUMBIA ETF TR I
+$1.2M
52,708
+342%
减持
PFFD
GLOBAL X FDS
-$1.1M
384,133
-7%
减持
SPSM
SPDR SER TR
-$1.0M
232,744
-8%
减持
GOVT
ISHARES TR
-$976.9K
95,522
-29%
增持
QEFA
SPDR INDEX SHS FDS
-$971.5K
160,962
+2%
减持
MDYG
SPDR SER TR
-$853.1K
158,571
-5%
增持
IYW
ISHARES TR
+$823.9K
44,375
+8%
减持
SPMD
SPDR SER TR
-$696.5K
144,079
-8%
增持
OSEA
HARBOR ETF TRUST
+$687.8K
39,103
+250%
减持
MDYV
SPDR SER TR
-$657.8K
180,099
-5%
增持
TGRT
T ROWE PRICE ETF INC
+$621.1K
26,412
+150%
减持
SPBO
SPDR SER TR
-$610.5K
39,783
-32%
增持
JMBS
JANUS DETROIT STR TR
+$554.5K
91,954
+22%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$551.8K
53,797
-10%
增持
XCEM
COLUMBIA ETF TR II
+$514.8K
272,694
+18%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$498.5K
110,864
-12%
建仓
XLY
SELECT SECTOR SPDR TR
+$488.6K
2,178
建仓
XLI
SELECT SECTOR SPDR TR
+$472.9K
3,589
清仓
IBB
ISHARES TR
-$465.9K
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
-$439.6K
150,560
+3%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$429.9K
56,415
-10%
建仓
IHI
ISHARES TR
+$395.2K
6,772
增持
AAPL
APPLE INC
+$379.3K
17,434
+2%
清仓
FLIN
FRANKLIN TEMPLETON ETF TR
-$364.7K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$357.9K
0
-100%
减持
PAAA
PGIM ETF TR
-$349.7K
40,418
-14%
建仓
BA
BOEING CO
+$313.1K
1,769
建仓
CVBF
CVB FINL CORP
+$294.5K
13,757
清仓
ABT
ABBOTT LABS
-$287.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$280.3K
1,990
+14%
建仓
USXF
ISHARES TR
+$262.1K
5,271
增持
AXP
AMERICAN EXPRESS CO
+$259.5K
10,041
+0%
清仓
USIG
ISHARES TR
-$214.8K
0
-100%
建仓
AGG
ISHARES TR
+$211.9K
2,187
建仓
RAFE
PIMCO EQUITY SER
+$209.8K
5,773
建仓
SRE
SEMPRA
+$209.0K
2,383
建仓
IXUS
ISHARES TR
+$206.0K
3,114
建仓
IUSV
ISHARES TR
+$201.8K
2,179
增持
PAVE
GLOBAL X FDS
+$197.3K
50,147
+13%
减持
IAGG
ISHARES TR
-$187.5K
49,772
-3%
增持
SPTL
SPDR SER TR
+$180.8K
98,436
+19%
增持
V
VISA INC
+$176.7K
3,538
+3%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
-$176.2K
26,075
-20%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$173.3K
28,949
-13%
减持
IVV
ISHARES TR
+$167.6K
14,997
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$164.1K
655
+71%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$152.1K
78,230
-4%
增持
KRE
SPDR SER TR
+$146.2K
8,339
+32%
增持
IGV
ISHARES TR
+$144.2K
9,408
+5%
减持
XLU
SELECT SECTOR SPDR TR
-$135.9K
5,057
-21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$133.5K
13,124
-3%
增持
URA
GLOBAL X FDS
+$125.6K
16,537
+49%
增持
CRM
SALESFORCE INC
+$120.1K
1,560
+6%
增持
NVDA
NVIDIA CORPORATION
+$113.8K
8,507
+0%
减持
QGRO
AMERICAN CENTY ETF TR
+$110.6K
13,925
-1%
减持
PEP
PEPSICO INC
-$103.6K
3,994
-4%
减持
XLC
SELECT SECTOR SPDR TR
-$103.2K
6,571
-20%
减持
XLK
SELECT SECTOR SPDR TR
-$98.4K
2,577
-17%
减持
SHV
ISHARES TR
-$89.7K
7,757
-9%
增持
EIX
EDISON INTL
-$88.0K
14,751
+2%
增持
QQQ
INVESCO QQQ TR
+$86.4K
821
+20%
减持
SPYG
SPDR SER TR
+$83.1K
1,144,816
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$82.5K
5,381
-16%
增持
VXF
VANGUARD INDEX FDS
+$73.2K
9,088
+0%
增持
ABBV
ABBVIE INC
+$72.6K
1,923
+41%
减持
JPSE
J P MORGAN EXCHANGE TRADED F
-$71.2K
25,659
-3%
减持
WFC
WELLS FARGO CO NEW
-$71.1K
5,736
-32%
增持
NURE
NUSHARES ETF TR
+$60.7K
20,735
+17%
增持
BAC
BANK AMERICA CORP
+$53.9K
10,534
+2%
增持
AMAT
APPLIED MATLS INC
-$51.1K
1,774
+6%
减持
AVUS
AMERICAN CENTY ETF TR
-$51.0K
34,654
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$50.9K
5,648
-15%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$50.6K
17,401
+5%
减持
PULS
PGIM ETF TR
-$49.6K
5,214
-16%
增持
MSFT
MICROSOFT CORP
+$47.8K
12,238
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$47.8K
6,724
-18%
增持
GOOGL
ALPHABET INC
+$45.5K
1,931
+0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$44.5K
2,093
+2%
减持
SPIP
SPDR SER TR
-$40.6K
17,458
-5%
增持
MCD
MCDONALDS CORP
-$38.2K
2,752
+0%
减持
JNJ
JOHNSON & JOHNSON
-$36.9K
1,886
-1%
增持
MRK
MERCK & CO INC
-$35.6K
2,634
+1%
减持
—
AMERICAN CENTY ETF TR
-$34.3K
16,035
-0%
减持
JSML
JANUS DETROIT STR TR
-$24.6K
6,244
-6%
增持
IEMG
ISHARES INC
-$24.5K
7,653
+4%
增持
EUSB
ISHARES TR
+$24.5K
10,436
+10%
增持
DVA
DAVITA INC
-$23.3K
2,111
+2%
增持
XLRE
SELECT SECTOR SPDR TR
-$23.0K
8,075
+3%
增持
IEFA
ISHARES TR
-$23.0K
8,614
+7%
增持
MMM
3M CO
-$20.1K
2,829
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.9K
5,024
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$19.9K
2,341
+5%
增持
IJR
ISHARES TR
-$12.8K
9,707
+0%
增持
DGRW
WISDOMTREE TR
+$10.3K
3,933
+6%
增持
PRU
PRUDENTIAL FINL INC
-$10.3K
4,636
+0%
增持
HD
HOME DEPOT INC
+$9.1K
2,202
+5%
增持
VTV
VANGUARD INDEX FDS
-$8.7K
1,746
+0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$8.3K
4,362
-0%
减持
IJH
ISHARES TR
-$7.3K
24,437
-0%
增持
DIVB
ISHARES TR
+$6.6K
4,908
+5%
增持
DHS
WISDOMTREE TR
+$5.8K
2,600
+3%
减持
CVX
CHEVRON CORP NEW
-$5.3K
2,004
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$4.7K
8,287
+1%
减持
AVUV
AMERICAN CENTY ETF TR
+$1.5K
19,131
-1%
减持
VOO
VANGUARD INDEX FDS
+$1.0K
19,143
-2%
增持
WM
WASTE MGMT INC DEL
+$920
3,560
+3%
增持
AVIG
AMERICAN CENTY ETF TR
+$812
6,109
+5%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$806
4,050
+2%
减持
VO
VANGUARD INDEX FDS
-$413
1,262
-0%
增持
CHD
CHURCH & DWIGHT CO INC
+$305
2,297
+0%
减持
IUSG
ISHARES TR
+$174
1,849
-5%
