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Kaydan Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kaydan Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001964532
持仓数
109
前50大市值合计
$276.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 92 项
建仓 3
增持 17
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
VTV
VANGUARD INDEX FDS
-$34.0M
0
-100%
建仓
—
PROSHARES TR
+$29.1M
1,763,732
建仓
—
PROSHARES TR
+$28.7M
1,991,912
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
USMV
ISHARES TR
-$26.9M
23,539
-94%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$16.3M
1,277,129
+232%
清仓
XLI
SELECT SECTOR SPDR TR
-$14.9M
0
-100%
清仓
IJS
ISHARES TR
-$14.0M
0
-100%
清仓
EEM
ISHARES TR
-$7.1M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$2.1M
34,986
-8%
减持
VXUS
VANGUARD STAR FDS
-$2.0M
24,896
-54%
清仓
VXF
VANGUARD INDEX FDS
-$1.7M
0
-100%
减持
DBAW
DBX ETF TR
-$1.6M
37,344
-56%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.4M
24,722
-29%
减持
AAPL
APPLE INC
-$780.0K
15,765
-6%
减持
QQQ
INVESCO QQQ TR
-$675.3K
6,491
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$643.8K
23,147
-3%
减持
LRGF
ISHARES TR
-$519.9K
60,986
-4%
减持
GM
GENERAL MTRS CO
-$505.3K
39,837
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$474.8K
23,787
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$453.1K
42,912
-3%
减持
IVW
ISHARES TR
-$418.6K
21,544
-4%
清仓
MGK
VANGUARD WORLD FD
-$399.5K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$388.8K
4,346
-8%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$326.6K
37,976
+0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$304.6K
19,915
-19%
减持
IEFA
ISHARES TR
-$298.0K
16,125
-10%
减持
IJH
ISHARES TR
-$277.0K
5,525
-3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$272.1K
5,591
-13%
增持
MSFT
MICROSOFT CORP
-$256.6K
5,685
+2%
清仓
IJR
ISHARES TR
-$250.4K
0
-100%
减持
IVV
ISHARES TR
-$250.4K
2,385
-6%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$230.2K
17,920
-1%
清仓
NKE
NIKE INC
-$230.1K
0
-100%
清仓
ILCB
ISHARES TR
-$224.8K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$219.2K
0
-100%
清仓
IYH
ISHARES TR
-$212.7K
0
-100%
清仓
GOOG
ALPHABET INC
-$212.3K
0
-100%
清仓
AMZN
AMAZON COM INC
-$208.6K
0
-100%
清仓
AGG
ISHARES TR
-$206.4K
0
-100%
清仓
ILCG
ISHARES TR
-$201.8K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$191.2K
5,401
-2%
减持
IYY
ISHARES TR
-$183.0K
9,392
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$172.3K
655,432
+8%
增持
DVY
ISHARES TR
-$161.8K
17,446
+1%
减持
IWM
ISHARES TR
-$155.3K
4,134
-1%
减持
MOAT
VANECK ETF TRUST
-$151.7K
9,917
-5%
减持
RZG
INVESCO EXCHANGE TRADED FD T
-$147.5K
2,129
-23%
减持
DE
DEERE & CO
-$142.2K
1,201
-1%
减持
DIS
DISNEY WALT CO
-$138.3K
2,903
-3%
减持
IWF
ISHARES TR
-$138.2K
2,170
-2%
增持
DON
WISDOMTREE TR
-$130.1K
24,930
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$129.4K
21,538
+4%
减持
QQQE
DIREXION SHS ETF TR
-$127.4K
3,243
-24%
增持
JPM
JPMORGAN CHASE & CO
-$125.9K
5,369
+0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$113.7K
1,988
-1%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$113.0K
12,293
-30%
减持
IMCG
ISHARES TR
-$112.0K
4,950
-14%
减持
TIP
ISHARES TR
-$111.1K
6,445
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$99.2K
13,512
-25%
减持
QDEF
FLEXSHARES TR
-$95.0K
12,162
-2%
减持
MMM
3M CO
-$89.6K
3,041
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$84.9K
10,006
+3%
减持
CAT
CATERPILLAR INC
-$83.2K
1,761
-1%
增持
F
FORD MTR CO DEL
-$80.1K
48,000
+32%
减持
IMCB
ISHARES TR
-$78.0K
6,620
-1%
减持
DLN
WISDOMTREE TR
-$76.8K
7,516
-5%
减持
WMT
WALMART INC
-$72.3K
2,621
-0%
增持
CSCO
CISCO SYS INC
-$71.6K
5,472
+0%
减持
IAU
ISHARES GOLD TR
-$68.9K
6,518
-18%
减持
TXN
TEXAS INSTRS INC
-$65.3K
2,184
-0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$58.4K
8,147
-2%
减持
MA
MASTERCARD INCORPORATED
-$51.6K
1,223
-0%
增持
CMCSA
COMCAST CORP NEW
-$48.4K
6,448
+0%
减持
HD
HOME DEPOT INC
-$44.8K
1,549
-1%
增持
FTNT
FORTINET INC
+$44.0K
9,650
+557%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$43.7K
21,654
-9%
增持
SDY
SPDR SER TR
+$31.6K
4,141
+15%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$31.5K
15,085
-9%
增持
ITOT
ISHARES TR
-$31.4K
4,390
+11%
减持
IBB
ISHARES TR
-$31.2K
1,780
-4%
减持
T
AT&T INC
-$27.4K
9,818
-1%
增持
ABT
ABBOTT LABS
-$26.7K
2,759
+0%
增持
IDV
ISHARES TR
-$23.1K
8,574
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$21.7K
1,170
-4%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$19.2K
15,829
-4%
建仓
—
ZYMERGEN INC
+$18.8K
15,314
减持
DTE
DTE ENERGY CO
-$14.6K
1,916
-2%
减持
PFE
PFIZER INC
+$7.7K
18,374
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$7.2K
19,652
-0%
减持
KO
COCA COLA CO
+$5.5K
6,089
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.9K
21,519
-0%
减持
PEP
PEPSICO INC
-$3.7K
1,390
-1%