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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 43
增持 63
减持 29
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPAB
SPDR SERIES TRUST
-$38.7M
255,628
-86%
建仓
SPTI
SPDR SERIES TRUST
+$37.9M
1,314,158
增持
JMBS
JANUS DETROIT STR TR
+$27.7M
690,537
+710%
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。
增持
IEMG
ISHARES INC
+$27.2M
410,391
+7042%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$23.7M
250,768
-67%
增持
SPSM
SPDR SERIES TRUST
+$20.7M
603,914
+238%
建仓
SPIB
SPDR SERIES TRUST
+$19.7M
581,197
增持
SPYM
SPDR SERIES TRUST
+$16.8M
1,113,942
+12%
减持
SPEM
SPDR INDEX SHS FDS
-$14.4M
511,181
-43%
增持
SPYV
SPDR SERIES TRUST
+$14.3M
1,752,061
+8%
建仓
FEGE
RBB FUND TRUST
+$13.8M
299,654
清仓
TOTL
SSGA ACTIVE ETF TR
-$12.9M
0
-100%
减持
SLYG
SPDR SERIES TRUST
-$12.9M
84,152
-64%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$11.6M
673,458
+84%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$11.0M
16,581
-95%
减持
QUAL
ISHARES TR
-$10.3M
84,694
-43%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$10.1M
357,031
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.9M
501,612
+66%
减持
SLYV
SPDR SERIES TRUST
-$9.2M
9,968
-92%
增持
DYNF
BLACKROCK ETF TRUST
+$9.0M
805,373
+10%
清仓
IYW
ISHARES TR
-$8.6M
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$8.2M
422,954
+107%
增持
RECS
COLUMBIA ETF TR I
+$7.9M
490,145
+49%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$7.7M
125,125
+94%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$7.1M
88,555
清仓
JGLO
J P MORGAN EXCHANGE TRADED F
-$7.0M
0
-100%
建仓
SHLD
GLOBAL X FDS
+$6.7M
103,665
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$6.6M
273,771
+78%
减持
SPYG
SPDR SERIES TRUST
+$6.4M
982,199
-5%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$5.6M
0
-100%
减持
FLSP
FRANKLIN TEMPLETON ETF TR
-$5.5M
45,070
-84%
增持
GLDM
WORLD GOLD TR
+$5.4M
127,227
+52%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$5.3M
358,475
+114%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$5.2M
379,205
+52%
减持
IVLU
ISHARES TR
-$4.1M
584,574
-27%
清仓
LVHI
LEGG MASON ETF INVT
-$4.0M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.7M
202,927
+31%
增持
THRO
BLACKROCK ETF TRUST
+$2.7M
377,437
+13%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$2.6M
11,079
-90%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$2.4M
217,345
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
2,121
-62%
增持
BINC
BLACKROCK ETF TRUST II
+$1.6M
182,593
+20%
减持
IUSB
ISHARES TR
-$1.4M
456,365
-7%
增持
SPMD
SPDR SERIES TRUST
+$1.2M
122,666
+14%
增持
IVV
ISHARES TR
+$1.2M
13,658
+5%
增持
AAPL
APPLE INC
+$1.2M
16,760
+4%
减持
SPDW
SPDR INDEX SHS FDS
+$1.2M
899,712
-6%
增持
IAGG
ISHARES TR
+$1.1M
176,544
+17%
建仓
CALI
BLACKROCK ETF TRUST II
+$1.1M
21,339
增持
QEFA
SPDR INDEX SHS FDS
+$1.0M
160,530
+1%
减持
PAAA
PGIM ETF TR
-$1.0M
30,269
-40%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.0M
37,534
增持
OSEA
HARBOR ETF TRUST
+$1.0M
102,800
+43%
减持
VOO
VANGUARD INDEX FDS
+$969.9K
19,039
-1%
增持
RLY
SSGA ACTIVE ETF TR
+$860.8K
75,762
+45%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$788.8K
83,302
+13%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$784.1K
159,191
+1%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$709.1K
21,818
增持
IJR
ISHARES TR
+$636.8K
13,267
+51%
增持
TGRT
T ROWE PRICE ETF INC
+$608.7K
52,435
+24%
增持
AVUS
AMERICAN CENTY ETF TR
+$573.1K
37,588
+4%
增持
NVDA
NVIDIA CORPORATION
+$562.8K
10,236
+20%
增持
ISCF
ISHARES TR
+$533.6K
34,331
+49%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$528.4K
17,329
清仓
—
ACCENTURE PLC IRELAND
-$528.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$500.8K
1,418
增持
PXF
INVESCO EXCH TRADED FD TR II
+$499.8K
50,735
+3%
建仓
EFA
ISHARES TR
+$499.5K
5,201
建仓
HGER
HARBOR ETF TRUST
+$485.7K
19,568
建仓
C
CITIGROUP INC
+$477.8K
4,095
减持
AXP
AMERICAN EXPRESS CO
+$470.2K
9,764
-1%
增持
LPLA
LPL FINL HLDGS INC
-$442.4K
28,624
+1%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$407.7K
8,372
增持
EMHC
SPDR SERIES TRUST
+$405.7K
28,507
+119%
减持
MSFT
MICROSOFT CORP
-$403.7K
11,341
-4%
建仓
HAS
HASBRO INC
+$391.5K
4,774
清仓
STPZ
PIMCO ETF TR
-$391.0K
0
-100%
建仓
CHD
CHURCH & DWIGHT CO INC
+$389.5K
4,645
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$370.2K
14,232
增持
WFC
WELLS FARGO CO NEW
+$364.7K
8,686
+56%
建仓
SPYD
SPDR SERIES TRUST
+$362.0K
8,371
建仓
EBND
SPDR SERIES TRUST
+$357.9K
16,750
建仓
GILD
GILEAD SCIENCES INC
+$348.9K
2,842
建仓
AMZN
AMAZON COM INC
+$340.2K
1,474
增持
IEFA
ISHARES TR
+$336.5K
11,671
+38%
建仓
NFLX
NETFLIX INC
+$335.1K
3,574
增持
EUSB
ISHARES TR
+$333.6K
16,953
+80%
建仓
GE
GE AEROSPACE
+$327.6K
1,064
减持
V
VISA INC
-$319.0K
2,430
-26%
增持
TSLA
TESLA INC
+$313.0K
1,638
+23%
建仓
SYSB
ISHARES TR
+$308.6K
3,438
建仓
GOOG
ALPHABET INC
+$307.5K
980
清仓
IGV
ISHARES TR
-$307.1K
0
-100%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$306.1K
12,151
+92%
建仓
EMXF
ISHARES TR
+$297.3K
6,389
建仓
XVV
ISHARES TR
+$291.4K
5,530
建仓
DAL
DELTA AIR LINES INC DEL
+$290.7K
4,188
建仓
AZO
AUTOZONE INC
+$288.3K
85
清仓
GPIX
GOLDMAN SACHS ETF TR
-$286.9K
0
-100%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$278.2K
23,425
+110%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$269.5K
27,346
+13%
清仓
DVA
DAVITA INC
-$264.7K
0
-100%
建仓
IWF
ISHARES TR
+$263.2K
556
增持
PXH
INVESCO EXCH TRADED FD TR II
+$257.7K
89,124
+2%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$252.1K
19,504
+8%
增持
IJH
ISHARES TR
+$245.4K
19,307
+16%
清仓
DHS
WISDOMTREE TR
-$241.4K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$239.8K
666
建仓
DVY
ISHARES TR
+$235.6K
1,670
建仓
AMD
ADVANCED MICRO DEVICES INC
+$230.7K
1,077
清仓
PRU
PRUDENTIAL FINL INC
-$225.9K
0
-100%
建仓
SPHY
SPDR SERIES TRUST
+$225.3K
9,519
清仓
AVIG
AMERICAN CENTY ETF TR
-$225.2K
0
-100%
建仓
RTX
RTX CORPORATION
+$224.7K
1,225
建仓
GDX
VANECK ETF TRUST
+$217.6K
2,537
建仓
SRE
SEMPRA
+$210.4K
2,383
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$210.0K
437
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$209.8K
2,736
建仓
ITOT
ISHARES TR
+$207.4K
1,395
清仓
XLC
SELECT SECTOR SPDR TR
-$202.3K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$201.8K
0
-100%
建仓
FENI
FIDELITY COVINGTON TRUST
+$201.2K
5,499
增持
AMAT
APPLIED MATLS INC
+$196.7K
2,029
+14%
减持
WMT
WALMART INC
+$189.4K
18,912
-4%
增持
COST
COSTCO WHSL CORP NEW
-$187.6K
2,050
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$183.4K
8,269
+123%
增持
PEP
PEPSICO INC
+$171.5K
4,619
+24%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$163.5K
50,572
-0%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$162.0K
10,803
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$159.6K
3,503
-1%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$154.8K
27,329
+2%
增持
GOVT
ISHARES TR
+$154.2K
18,991
+54%
减持
GOOGL
ALPHABET INC
+$134.6K
1,590
-23%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$125.8K
1,273
-31%
增持
SPIP
SPDR SERIES TRUST
+$123.8K
24,703
+24%
减持
VXF
VANGUARD INDEX FDS
+$122.2K
9,057
-1%
增持
NURE
NUSHARES ETF TR
+$117.8K
27,594
+24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$115.7K
1,710
-19%
增持
ABBV
ABBVIE INC
+$115.1K
1,867
+11%
增持
EIX
EDISON INTL
+$114.5K
12,989
+1%
增持
MMM
3M CO
+$113.5K
3,204
+22%
增持
CAT
CATERPILLAR INC
+$108.1K
549
+3%
减持
MCD
MCDONALDS CORP
-$108.1K
2,102
-18%
增持
IQSI
NEW YORK LIFE INVESTMENTS ET
+$95.4K
11,437
+24%
减持
WM
WASTE MGMT INC DEL
-$88.0K
3,059
-8%
增持
BAC
BANK AMERICA CORP
+$85.4K
10,683
+1%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$83.5K
5,639
-1%
增持
QGRO
AMERICAN CENTY ETF TR
+$79.9K
14,203
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$76.4K
2,062
+5%
增持
MRK
MERCK & CO INC
+$73.5K
2,705
+1%
