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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 67
减持 60
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SPEM
SPDR INDEX SHS FDS
+$15.4M
896,191
+54%
增持
IVLU
ISHARES TR
+$12.3M
799,507
+73%
建仓
THRO
BLACKROCK ETF TRUST
+$11.8M
332,587
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
MDYG
SPDR SERIES TRUST
-$11.7M
3,858
-97%
减持
SPYM
SPDR SERIES TRUST
-$11.5M
998,778
-22%
增持
SPYV
SPDR SERIES TRUST
+$10.2M
1,628,642
+11%
减持
SPYG
SPDR SERIES TRUST
+$9.7M
1,031,908
-6%
减持
MDYV
SPDR SERIES TRUST
-$8.7M
4,516
-96%
增持
SLYG
SPDR SERIES TRUST
+$6.4M
234,829
+35%
清仓
XCEM
COLUMBIA ETF TR II
-$6.1M
0
-100%
建仓
BAI
BLACKROCK ETF TRUST
+$5.9M
203,987
增持
IAGG
ISHARES TR
+$5.3M
151,461
+205%
减持
SPAB
SPDR SERIES TRUST
-$5.1M
1,770,360
-10%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.0M
365,843
+57%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.8M
302,429
+51%
清仓
HEFA
ISHARES TR
-$4.4M
0
-100%
增持
RECS
COLUMBIA ETF TR I
+$4.3M
329,896
+40%
增持
FLSP
FRANKLIN TEMPLETON ETF TR
+$4.2M
280,364
+165%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$3.9M
0
-100%
增持
QUAL
ISHARES TR
+$3.7M
148,156
+8%
减持
DYNF
BLACKROCK ETF TRUST
+$3.7M
733,984
-1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.0M
249,147
+42%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$2.8M
108,433
+55%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.5M
153,714
+44%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.2M
154,440
+31%
增持
FDVV
FIDELITY COVINGTON TRUST
+$2.1M
106,753
+53%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.9M
167,514
+67%
增持
IUSB
ISHARES TR
+$1.9M
489,688
+9%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.8M
349,774
+7%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.6M
64,493
+6%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.6M
156,999
+30%
减持
MSFT
MICROSOFT CORP
+$1.4M
11,838
-2%
增持
LPLA
LPL FINL HLDGS INC
+$1.4M
28,445
+0%
增持
LVHI
LEGG MASON ETF INVT
+$1.2M
122,902
+42%
减持
IYW
ISHARES TR
+$1.1M
49,820
-7%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
19,312
+1%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.1M
322,432
-7%
减持
SLYV
SPDR SERIES TRUST
-$1.1M
126,115
-11%
清仓
SHV
ISHARES TR
-$858.5K
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$825.9K
157,475
+3%
增持
SPTL
SPDR SERIES TRUST
+$807.1K
240,077
+17%
增持
BINC
BLACKROCK ETF TRUST II
+$802.9K
152,361
+10%
增持
GLDM
WORLD GOLD TR
+$692.0K
83,878
+8%
增持
OSEA
HARBOR ETF TRUST
+$671.6K
71,793
+33%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$661.5K
108,272
+43%
减持
QEFA
SPDR INDEX SHS FDS
+$659.5K
158,349
-3%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$601.1K
757,985
-2%
增持
TGRT
T ROWE PRICE ETF INC
+$582.8K
42,344
+29%
减持
AXP
AMERICAN EXPRESS CO
+$483.1K
9,850
-0%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$445.2K
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$441.5K
178,838
+2%
清仓
—
AMERICAN CENTY ETF TR
-$434.5K
0
-100%
减持
AAPL
APPLE INC
-$425.6K
16,150
-4%
减持
PG
PROCTER AND GAMBLE CO
-$416.2K
25,763
-3%
减持
NVDA
NVIDIA CORPORATION
+$415.6K
8,521
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$412.3K
957,966
-9%
建仓
STPZ
PIMCO ETF TR
+$391.0K
7,266
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$369.3K
5,535
-4%
减持
IJH
ISHARES TR
-$366.1K
16,589
-31%
清仓
FLCH
FRANKLIN TEMPLETON ETF TR
-$341.5K
0
-100%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$311.8K
9,059
清仓
XLI
SELECT SECTOR SPDR TR
-$305.4K
0
-100%
清仓
KRE
SPDR SERIES TRUST
-$305.0K
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
+$299.9K
35,990
-0%
增持
JMBS
JANUS DETROIT STR TR
+$295.9K
85,239
+9%
建仓
CVX
CHEVRON CORP NEW
+$287.3K
2,006
清仓
XLY
SELECT SECTOR SPDR TR
-$281.2K
0
-100%
减持
IGV
ISHARES TR
-$272.1K
2,805
-57%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$270.4K
11,159
清仓
PFFD
GLOBAL X FDS
-$264.0K
0
-100%
清仓
IHI
ISHARES TR
-$259.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$258.3K
0
-100%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$253.0K
50,619
-1%
清仓
CHD
CHURCH & DWIGHT CO INC
-$250.4K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$242.0K
49,211
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$240.8K
73,804
+4%
清仓
ORCL
ORACLE CORP
-$239.1K
0
-100%
清仓
PHYL
PGIM ETF TR
-$233.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$227.2K
3,711
减持
SPTM
SPDR SERIES TRUST
-$226.5K
45,298
-15%
增持
RLY
SSGA ACTIVE ETF TR
+$216.7K
52,317
+14%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$196.0K
3,525
-2%
减持
WMT
WALMART INC
+$187.5K
19,611
-0%
减持
VXF
VANGUARD INDEX FDS
+$184.6K
9,194
-0%
增持
JSML
JANUS DETROIT STR TR
+$183.7K
8,332
+34%
减持
XLC
SELECT SECTOR SPDR TR
-$179.6K
1,864
-53%
减持
QGRO
AMERICAN CENTY ETF TR
+$173.5K
14,174
-3%
增持
ISCF
ISHARES TR
+$153.8K
22,967
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$149.5K
797
-53%
减持
EIX
EDISON INTL
-$129.8K
12,890
-4%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$118.4K
87,326
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$115.3K
12,130
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$105.0K
1,961
+11%
增持
EMHC
SPDR SERIES TRUST
+$103.3K
13,009
+45%
增持
FESM
FIDELITY COVINGTON TRUST
+$97.2K
9,613
+35%
增持
IEFA
ISHARES TR
+$96.1K
8,476
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$92.9K
14,865
+3%
减持
PEP
PEPSICO INC
-$92.5K
3,722
-4%
减持
ABBV
ABBVIE INC
-$91.4K
1,678
-13%
增持
COST
COSTCO WHSL CORP NEW
+$88.6K
1,975
+0%
减持
V
VISA INC
-$84.6K
3,299
-8%
减持
WM
WASTE MGMT INC DEL
-$75.0K
3,322
-8%
减持
IEMG
ISHARES INC
-$68.8K
5,746
-25%
减持
PRU
PRUDENTIAL FINL INC
-$68.3K
2,103
-20%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$68.1K
24,230
+0%
增持
IXUS
ISHARES TR
+$66.1K
4,642
+11%
减持
PAAA
PGIM ETF TR
-$65.7K
50,353
-3%
减持
TSLA
TESLA INC
+$65.5K
1,333
-3%
减持
DVA
DAVITA INC
-$64.7K
1,858
-14%
增持
USXF
ISHARES TR
+$64.5K
8,223
+1%
减持
IVV
ISHARES TR
-$64.0K
13,064
-10%
减持
MCD
MCDONALDS CORP
-$63.8K
2,569
-1%
增持
BAC
BANK AMERICA CORP
+$60.9K
10,612
+0%
减持
BA
BOEING CO
+$60.4K
1,946
-4%
增持
GOOGL
ALPHABET INC
+$59.3K
2,060
+5%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$57.1K
18,005
+0%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$53.2K
26,682
+0%
减持
VO
VANGUARD INDEX FDS
-$47.7K
996
-21%
增持
WFC
WELLS FARGO CO NEW
+$47.1K
5,553
+0%
增持
IUSV
ISHARES TR
+$45.7K
2,608
+20%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$41.6K
6,316
+14%
增持
RAFE
PIMCO EQUITY SER
+$40.7K
9,528
+7%
减持
GSLC
GOLDMAN SACHS ETF TR
+$40.5K
3,723
-0%
增持
EMB
ISHARES TR
+$40.4K
2,953
+15%
减持
IJR
ISHARES TR
-$37.1K
8,762
-8%
增持
NURE
NUSHARES ETF TR
-$35.4K
22,237
+0%
减持
SPMD
SPDR SERIES TRUST
-$31.1K
107,663
-6%
减持
IUSG
ISHARES TR
+$29.3K
1,777
-5%
增持
GOVT
ISHARES TR
+$28.4K
12,320
+11%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$27.9K
2,617
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$26.8K
2,110
-12%
增持
MRK
MERCK & CO INC
-$26.6K
2,668
+1%
增持
CVBF
CVB FINL CORP
+$21.4K
13,916
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$20.4K
560
-15%
增持
—
ACCENTURE PLC IRELAND
-$18.9K
1,767
+1%
增持
PULS
PGIM ETF TR
+$18.7K
7,719
+5%
增持
SPIP
SPDR SERIES TRUST
+$16.4K
19,849
+5%
增持
MMM
3M CO
+$15.8K
2,624
+0%
减持
GPIX
GOLDMAN SACHS ETF TR
+$15.6K
5,758
-1%
减持
IQSI
NEW YORK LIFE INVESTMENTS ET
+$14.8K
9,243
-4%
减持
DHS
WISDOMTREE TR
-$14.7K
2,516
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$12.6K
7,232
-3%
增持
CRM
SALESFORCE INC
+$6.8K
1,561
+0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.8K
1,846
-14%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$5.1K
8,485
+1%
增持
HD
HOME DEPOT INC
+$3.2K
2,218
+0%
减持
AVIG
AMERICAN CENTY ETF TR
-$2.1K
5,410
-1%
减持
CAT
CATERPILLAR INC
+$2.1K
532
-14%
减持
DIVB
ISHARES TR
+$1.7K
4,781
-3%
减持
EUSB
ISHARES TR
+$797
9,432
-0%
