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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 86 项
建仓 11
增持 25
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES TR
+$25.4M
306,668
增持
VEA
VANGUARD TAX-MANAGED FDS
+$23.0M
694,476
+112%
减持
TLT
ISHARES TR
-$21.0M
60,959
-79%
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
ITOT
ISHARES TR
+$20.4M
157,171
+2360%
清仓
VBR
VANGUARD INDEX FDS
-$20.0M
0
-100%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$14.0M
91,273
-67%
减持
IEF
ISHARES TR
-$13.2M
143,050
-49%
清仓
PSQ
PROSHARES TR
-$11.5M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.0M
99,456
-31%
清仓
SH
PROSHARES TR
-$6.8M
0
-100%
增持
OEF
ISHARES TR
+$4.3M
16,113
+677%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$3.3M
11,216
-77%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.0M
49,483
增持
VUG
VANGUARD INDEX FDS
+$1.2M
8,149
+26%
增持
IJH
ISHARES TR
+$1.1M
82,043
+19%
增持
IEFA
ISHARES TR
+$1.0M
49,439
+21%
增持
IVV
ISHARES TR
+$901.5K
5,887
+20%
增持
VTI
VANGUARD INDEX FDS
+$772.5K
17,381
+6%
减持
IAU
ISHARES GOLD TR
+$768.8K
359,245
-2%
增持
IWM
ISHARES TR
+$706.7K
15,361
+17%
建仓
BKCG
BNY MELLON ETF TRUST II
+$698.6K
20,193
减持
VTV
VANGUARD INDEX FDS
+$639.5K
166,346
-0%
减持
SLV
ISHARES SILVER TR
+$581.7K
476,443
-2%
增持
QQQ
INVESCO QQQ TR
+$569.6K
6,801
+0%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$472.1K
0
-100%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$463.9K
29,450
-1%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$432.0K
12,245
增持
IVW
ISHARES TR
+$354.9K
20,365
+0%
建仓
EFA
ISHARES TR
+$350.9K
3,926
增持
ORCL
ORACLE CORP
+$324.4K
4,086
+0%
减持
RJF
RAYMOND JAMES FINL INC
+$278.4K
21,175
-1%
增持
IEMG
ISHARES INC
+$272.7K
9,887
+66%
建仓
NVDA
NVIDIA CORPORATION
+$267.0K
1,690
建仓
PM
PHILIP MORRIS INTL INC
+$226.4K
1,243
清仓
PEP
PEPSICO INC
-$225.2K
0
-100%
建仓
—
THOMSON REUTERS CORP
+$215.6K
1,072
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$214.3K
4,351
建仓
DIS
DISNEY WALT CO
+$213.8K
1,724
建仓
SPYM
SPDR SERIES TRUST
+$212.6K
2,925
减持
XLK
SELECT SECTOR SPDR TR
+$202.2K
4,383
-0%
清仓
COP
CONOCOPHILLIPS
-$200.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$188.9K
3,040
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$188.7K
4,104
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$170.4K
19,119
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$164.2K
4,626
-41%
减持
UNH
UNITEDHEALTH GROUP INC
-$147.4K
669
-2%
增持
AAPL
APPLE INC
-$124.8K
10,360
+2%
减持
VXUS
VANGUARD STAR FDS
+$105.5K
15,654
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$103.3K
18,818
+2%
减持
DON
WISDOMTREE TR
-$103.0K
19,444
-11%
增持
IJR
ISHARES TR
+$99.2K
3,317
+32%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$97.4K
14,817
-0%
减持
CAT
CATERPILLAR INC
+$84.8K
1,643
-2%
增持
F
FORD MTR CO
+$78.3K
46,886
+9%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$76.6K
11,080
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$63.8K
5,348
+6%
减持
IWF
ISHARES TR
+$63.6K
2,048
-8%
减持
AMGN
AMGEN INC
-$63.4K
1,624
-2%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$60.1K
12,849
-1%
减持
—
EXXON MOBIL CORP
-$59.0K
4,594
-1%
减持
FTNT
FORTINET INC
+$57.5K
6,872
-1%
减持
GOOG
ALPHABET INC
+$53.4K
2,589
-0%
减持
GM
GENERAL MTRS CO
+$52.9K
25,157
-0%
减持
ILCG
ISHARES TR
+$43.7K
2,750
-0%
减持
DVY
ISHARES TR
-$42.7K
15,466
-1%
增持
AMZN
AMAZON COM INC
+$42.0K
1,267
+2%
减持
SDY
SPDR SERIES TRUST
-$35.0K
4,790
-5%
减持
PG
PROCTER AND GAMBLE CO
-$32.6K
1,989
-3%
减持
XLF
SELECT SECTOR SPDR TR
+$30.6K
11,998
-0%
增持
ABBV
ABBVIE INC
-$26.8K
1,159
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$25.7K
11,519
-10%
减持
LRGF
ISHARES TR
+$23.6K
12,950
-7%
减持
QDEF
FLEXSHARES TR
+$17.2K
11,311
-4%
减持
DBAW
DBX ETF TR
+$15.3K
25,352
-2%
减持
DLN
WISDOMTREE TR
-$14.8K
8,589
-5%
减持
TXN
TEXAS INSTRS INC
+$14.3K
1,534
-9%
增持
T
AT&T INC
+$13.6K
17,912
+0%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$13.0K
7,183
-5%
减持
HD
HOME DEPOT INC
-$13.0K
1,313
-3%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$12.3K
82,099
+0%
减持
USMV
ISHARES TR
-$9.2K
16,982
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$9.0K
655
-1%
增持
ABT
ABBOTT LABS
+$6.6K
1,898
+0%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$6.6K
15,385
-2%
减持
MA
MASTERCARD INCORPORATED
-$2.7K
675
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$776
12,489
+0%