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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 56
减持 61
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$23.4M
136,747
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$19.5M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$17.4M
743,842
+102%
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
SPYG
SPDR SERIES TRUST
-$11.9M
1,103,542
-4%
减持
SPAB
SPDR SERIES TRUST
-$10.9M
1,973,889
-19%
减持
SPYM
SPDR SERIES TRUST
-$10.0M
1,278,232
-6%
增持
IUSB
ISHARES TR
+$9.3M
451,007
+77%
减持
SLYV
SPDR SERIES TRUST
-$7.9M
142,177
-35%
建仓
BINC
BLACKROCK ETF TRUST II
+$7.2M
138,371
减持
PFFD
GLOBAL X FDS
-$7.2M
13,864
-96%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$6.4M
325,785
-43%
清仓
SPMB
SPDR SER TR
-$5.8M
0
-100%
减持
MDYV
SPDR SERIES TRUST
-$5.4M
117,493
-35%
增持
SPEM
SPDR INDEX SHS FDS
+$5.2M
581,753
+26%
建仓
HEFA
ISHARES TR
+$4.4M
122,473
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$3.9M
209,390
增持
TOTL
SSGA ACTIVE ETF TR
+$3.7M
348,119
+33%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$3.5M
69,956
减持
SPSM
SPDR SERIES TRUST
-$3.3M
176,079
-24%
增持
SPTL
SPDR SERIES TRUST
+$3.0M
204,481
+108%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$2.9M
232,371
+68%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.9M
106,932
+95%
减持
SLYG
SPDR SERIES TRUST
-$2.8M
174,467
-9%
建仓
LVHI
LEGG MASON ETF INVT
+$2.8M
86,664
增持
GLDM
WORLD GOLD TR
+$2.7M
77,617
+90%
减持
SPYV
SPDR SERIES TRUST
-$2.7M
1,469,549
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.7M
200,054
+58%
增持
RECS
COLUMBIA ETF TR I
+$2.7M
236,281
+58%
建仓
FLSP
FRANKLIN TEMPLETON ETF TR
+$2.6M
105,755
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.2M
75,464
清仓
EQIN
COLUMBIA ETF TR I
-$2.1M
0
-100%
减持
IVLU
ISHARES TR
-$2.1M
462,200
-22%
清仓
PAVE
GLOBAL X FDS
-$2.0M
0
-100%
减持
XCEM
COLUMBIA ETF TR II
-$2.0M
204,916
-25%
减持
SPMD
SPDR SERIES TRUST
-$2.0M
115,002
-20%
减持
GOVT
ISHARES TR
-$1.9M
11,081
-88%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$1.9M
100,577
-41%
减持
MDYG
SPDR SERIES TRUST
-$1.7M
151,785
-4%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$1.6M
70,038
+63%
清仓
INEQ
COLUMBIA ETF TR I
-$1.5M
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.4M
176,010
+45%
建仓
RLY
SSGA ACTIVE ETF TR
+$1.3M
45,733
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.2M
120,537
+43%
增持
QEFA
SPDR INDEX SHS FDS
+$1.2M
162,800
+1%
清仓
SPBO
SPDR SER TR
-$1.1M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.0M
118,034
+45%
减持
SPDW
SPDR INDEX SHS FDS
+$969.1K
1,053,989
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$780.8K
5,742
+14%
减持
SPTM
SPDR SERIES TRUST
-$780.0K
53,211
-14%
建仓
ISCF
ISHARES TR
+$736.7K
21,872
减持
IVV
ISHARES TR
-$652.6K
14,550
-3%
减持
MSFT
MICROSOFT CORP
-$638.3K
12,041
-2%
减持
AAPL
APPLE INC
-$626.6K
16,833
-3%
增持
PAAA
PGIM ETF TR
+$586.9K
51,770
+28%
减持
AVUV
AMERICAN CENTY ETF TR
-$585.4K
14,470
-24%
建仓
—
ACCENTURE PLC IRELAND
+$547.0K
1,753
减持
JMBS
JANUS DETROIT STR TR
-$518.4K
78,410
-15%
增持
VOO
VANGUARD INDEX FDS
-$464.9K
19,166
+0%
清仓
URA
GLOBAL X FDS
-$442.9K
0
-100%
增持
IYW
ISHARES TR
+$421.6K
53,406
+20%
增持
OSEA
HARBOR ETF TRUST
+$419.0K
53,884
+38%
减持
EIX
EDISON INTL
-$382.8K
13,492
-9%
减持
IGV
ISHARES TR
-$362.7K
6,509
-31%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$346.3K
88,509
-20%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$340.3K
1,763
清仓
XLF
SELECT SECTOR SPDR TR
-$325.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$321.0K
9,883
-2%
清仓
DGRW
WISDOMTREE TR
-$318.3K
0
-100%
建仓
IQSI
NEW YORK LIFE INVESTMENTS ET
+$292.1K
9,677
清仓
CVX
CHEVRON CORP NEW
-$290.3K
0
-100%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$287.3K
24,229
-16%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$284.5K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$276.9K
71,243
-9%
建仓
JAAA
JANUS DETROIT STR TR
+$274.5K
5,414
建仓
GPIX
GOLDMAN SACHS ETF TR
+$271.3K
5,820
减持
PRU
PRUDENTIAL FINL INC
-$255.3K
2,635
-43%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$254.6K
2,528
减持
XLC
SELECT SECTOR SPDR TR
-$254.1K
3,960
-40%
减持
XLK
SELECT SECTOR SPDR TR
-$247.9K
1,702
-34%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$246.3K
152,838
+2%
建仓
PHYL
PGIM ETF TR
+$233.3K
6,702
建仓
EMB
ISHARES TR
+$233.1K
2,573
建仓
EMHC
SPDR SERIES TRUST
+$216.8K
8,974
清仓
AGG
ISHARES TR
-$211.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$211.7K
8,587
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$210.6K
12,060
-8%
建仓
FESM
FIDELITY COVINGTON TRUST
+$210.3K
7,135
清仓
SRE
SEMPRA
-$209.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$207.5K
1,424
-35%
减持
KRE
SPDR SERIES TRUST
-$198.3K
5,364
-36%
增持
TSLA
TESLA INC
-$186.5K
1,381
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$167.6K
2,330
-35%
减持
—
AMERICAN CENTY ETF TR
-$142.2K
12,282
-23%
增持
VXF
VANGUARD INDEX FDS
-$139.3K
9,214
+1%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
-$138.3K
15,987
-39%
增持
V
VISA INC
+$137.7K
3,584
+1%
减持
IHI
ISHARES TR
-$136.1K
4,304
-36%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$131.0K
3,593
-1%
增持
TGRT
T ROWE PRICE ETF INC
+$128.6K
32,909
+25%
减持
IJH
ISHARES TR
-$127.8K
23,906
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$124.5K
3,276
-35%
减持
IJR
ISHARES TR
-$123.7K
9,512
-2%
增持
USXF
ISHARES TR
+$116.9K
8,120
+54%
增持
WM
WASTE MGMT INC DEL
+$116.8K
3,607
+1%
增持
RAFE
PIMCO EQUITY SER
+$112.9K
8,883
+54%
增持
PULS
PGIM ETF TR
+$107.0K
7,348
+41%
减持
GSLC
GOLDMAN SACHS ETF TR
-$91.0K
3,737
-14%
减持
WMT
WALMART INC
-$87.5K
19,707
-2%
增持
IXUS
ISHARES TR
+$86.9K
4,194
+35%
增持
IVW
ISHARES TR
-$84.3K
9,711
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$80.6K
2,394
+2%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$79.6K
5,544
+37%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$68.5K
5,958
+11%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$66.8K
51,289
-9%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$63.8K
60,625
+2%
增持
GOOGL
ALPHABET INC
-$61.7K
1,964
+2%
增持
SPIP
SPDR SERIES TRUST
+$59.0K
18,986
+9%
增持
HD
HOME DEPOT INC
-$46.6K
2,210
+0%
减持
COST
COSTCO WHSL CORP NEW
+$42.9K
1,973
-1%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
-$40.6K
26,623
+4%
增持
NURE
NUSHARES ETF TR
+$35.3K
22,214
+7%
增持
BA
BOEING CO
+$34.3K
2,037
+15%
减持
EUSB
ISHARES TR
-$33.4K
9,464
-9%
增持
HLT
HILTON WORLDWIDE HLDGS INC
-$31.5K
2,135
+2%
减持
JSML
JANUS DETROIT STR TR
-$31.0K
6,215
-0%
增持
AVUS
AMERICAN CENTY ETF TR
-$30.4K
36,032
+4%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$27.0K
17,998
+3%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$25.7K
5,820
-2%
增持
MRK
MERCK & CO INC
-$24.2K
2,649
+1%
减持
PEP
PEPSICO INC
-$23.3K
3,895
-2%
增持
BAC
BANK AMERICA CORP
-$21.7K
10,575
+0%
减持
AVIG
AMERICAN CENTY ETF TR
-$20.5K
5,492
-10%
增持
IUSG
ISHARES TR
-$19.8K
1,872
+1%
增持
LPLA
LPL FINL HLDGS INC
+$19.1K
28,441
+0%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$18.6K
770,147
-1%
减持
MMM
3M CO
+$18.5K
2,612
-8%
减持
MCD
MCDONALDS CORP
+$16.6K
2,607
-5%
减持
XLRE
SELECT SECTOR SPDR TR
-$16.3K
7,459
-8%
增持
QGRO
AMERICAN CENTY ETF TR
-$15.1K
14,660
+5%
增持
IEMG
ISHARES INC
+$14.1K
7,667
+0%
增持
DVA
DAVITA INC
+$13.6K
2,153
+2%
减持
DHS
WISDOMTREE TR
+$13.4K
2,583
-1%
减持
CHD
CHURCH & DWIGHT CO INC
+$9.9K
2,275
-1%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$7.4K
49,696
-8%
增持
VTV
VANGUARD INDEX FDS
+$6.5K
1,749
+0%
增持
DIVB
ISHARES TR
+$6.3K
4,924
+0%
减持
IEFA
ISHARES TR
+$6.1K
8,083
-6%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$5.1K
8,387
+1%
减持
WFC
WELLS FARGO CO NEW
-$5.0K
5,541
-3%
增持
SHV
ISHARES TR
+$4.4K
7,772
+0%
