小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 96 项
增持 5
减持 82
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SERIES TRUST
-$8.0M
906,876
-8%
减持
SPYV
SPDR SERIES TRUST
-$7.1M
1,627,559
-7%
减持
SPTI
SPDR SERIES TRUST
-$4.3M
1,165,759
-11%
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
JMBS
JANUS DETROIT STR TR
-$3.2M
620,188
-10%
减持
SPDW
SPDR INDEX SHS FDS
-$3.1M
830,400
-8%
减持
SPSM
SPDR SERIES TRUST
-$2.6M
548,831
-9%
减持
SPIB
SPDR SERIES TRUST
-$2.2M
516,491
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$1.6M
476,256
-7%
减持
SLYG
SPDR SERIES TRUST
-$770.4K
75,973
-10%
减持
DYNF
BLACKROCK ETF TRUST
-$667.1K
794,404
-1%
减持
SPYM
SPDR SERIES TRUST
-$657.7K
1,105,743
-1%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$506.4K
0
-100%
清仓
GOOGL
ALPHABET INC
-$497.6K
0
-100%
清仓
C
CITIGROUP INC
-$477.8K
0
-100%
减持
IUSB
ISHARES TR
-$401.7K
447,733
-2%
清仓
HAS
HASBRO INC
-$391.5K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$389.5K
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$365.8K
0
-100%
减持
IEMG
ISHARES INC
-$363.4K
404,985
-1%
清仓
GILD
GILEAD SCIENCES INC
-$348.9K
0
-100%
清仓
NFLX
NETFLIX INC
-$335.1K
0
-100%
减持
WFC
WELLS FARGO & CO
-$325.0K
5,199
-40%
减持
AXP
AMERICAN EXPRESS CO
-$303.6K
8,944
-8%
减持
IVLU
ISHARES TR
-$297.4K
576,757
-1%
减持
CEG
CONSTELLATION ENERGY CORP
-$293.4K
587
-59%
清仓
AZO
AUTOZONE INC
-$288.3K
0
-100%
减持
MCD
MCDONALDS CORP
-$286.6K
1,164
-45%
减持
PEP
PEPSICO INC
-$284.8K
2,635
-43%
减持
WM
WASTE MGMT INC DEL
-$280.1K
1,784
-42%
减持
MMM
3M CO
-$279.3K
1,459
-54%
减持
V
VISA INC
-$272.3K
1,654
-32%
减持
WMT
WALMART INC
-$246.8K
16,696
-12%
减持
AAPL
APPLE INC
-$233.2K
15,903
-5%
减持
QUAL
ISHARES TR
-$226.7K
83,553
-1%
减持
BINC
BLACKROCK ETF TRUST II
-$198.5K
178,831
-2%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$195.0K
123,490
-1%
减持
THRO
BLACKROCK ETF TRUST
-$189.6K
372,521
-1%
减持
BAI
BLACKROCK ETF TRUST
-$188.7K
417,288
-1%
减持
IAGG
ISHARES TR
-$176.6K
173,013
-2%
减持
GLDM
WORLD GOLD TR
-$176.5K
125,159
-2%
减持
EUSB
ISHARES TR
-$172.6K
13,023
-23%
减持
MSFT
MICROSOFT CORP
-$171.6K
10,986
-3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$148.0K
80,149
-4%
增持
TSLA
TESLA INC
+$135.6K
1,939
+18%
减持
RECS
COLUMBIA ETF TR I
-$127.0K
487,035
-1%
减持
SPAB
SPDR SERIES TRUST
-$126.0K
250,734
-2%
减持
SPTL
SPDR SERIES TRUST
-$113.9K
238,199
-2%
减持
SHLD
GLOBAL X FDS
-$96.4K
102,177
-1%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$89.6K
670,921
-0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$87.8K
499,599
-0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$81.5K
201,094
-1%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$80.3K
376,888
-1%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$76.9K
272,350
-1%
减持
CGIE
CAPITAL GROUP INTERNATIONAL
-$76.8K
215,140
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$61.7K
2,121
+3%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$46.8K
50,020
-1%
减持
FEGE
RBB FUND TRUST
-$45.2K
298,673
-0%
减持
OAKM
HARRIS OAKMARK ETF TRUST
-$43.9K
355,483
-0%
减持
RAFE
PIMCO EQUITY SER
-$35.5K
8,861
-9%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$34.7K
250,037
-0%
减持
JIVE
J P MORGAN EXCHANGE TRADED F
-$34.6K
88,124
-0%
减持
USXF
ISHARES TR
-$34.6K
7,574
-7%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$31.8K
2,481
-11%
减持
OSEA
HARBOR ETF TRUST
-$31.1K
101,772
-1%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$30.0K
87,961
-1%
减持
IQSI
NEW YORK LIFE INVESTMENTS ET
-$30.0K
10,584
-7%
增持
EIX
EDISON INTL
+$26.0K
13,423
+3%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$24.6K
49,988
-1%
减持
GOVT
ISHARES TR
-$22.5K
18,012
-5%
减持
EMB
ISHARES TR
-$18.7K
2,763
-7%
减持
SYSB
ISHARES TR
-$18.6K
3,230
-6%
减持
SPMD
SPDR SERIES TRUST
-$17.9K
122,356
-0%
减持
EMXF
ISHARES TR
-$17.7K
6,008
-6%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$17.1K
7,924
-4%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$16.3K
26,992
-1%
减持
SPIP
SPDR SERIES TRUST
-$15.6K
24,101
-2%
减持
SPYD
SPDR SERIES TRUST
-$15.1K
8,021
-4%
减持
RLY
SSGA ACTIVE ETF TR
-$14.4K
75,303
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.6K
2,144
+1%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$10.9K
8,148
-3%
减持
DIVB
ISHARES TR
-$10.7K
4,569
-4%
减持
HGER
HARBOR ETF TRUST
-$10.2K
19,159
-2%
减持
EMHC
SPDR SERIES TRUST
-$9.3K
28,142
-1%
增持
BA
BOEING CO
+$8.9K
2,207
+2%
减持
ISCF
ISHARES TR
-$7.5K
34,149
-1%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$7.3K
23,113
-1%
减持
SMH
VANECK ETF TRUST
-$6.9K
647
-3%
减持
SPTM
SPDR SERIES TRUST
-$6.7K
40,687
-0%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$5.5K
358,277
-0%
减持
EBND
SPDR SERIES TRUST
-$4.7K
16,532
-1%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$3.5K
10,951
-1%
减持
SPHY
SPDR SERIES TRUST
-$3.0K
9,393
-1%
减持
PULS
PGIM ETF TR
-$1.7K
8,340
-0%
减持
SLYV
SPDR SERIES TRUST
-$841
9,959
-0%
减持
FLSP
FRANKLIN TEMPLETON ETF TR
-$592
45,048
-0%
减持
JPLD
J P MORGAN EXCHANGE TRADED F
-$431
12,143
-0%
