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
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 86 项
建仓 7
增持 35
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IEF
ISHARES TR
+$12.4M
270,776
+89%
增持
IAU
ISHARES GOLD TR
+$10.1M
446,063
+24%
减持
SHY
ISHARES TR
-$8.9M
199,544
-35%
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
+$8.8M
206,197
+31%
增持
IEMG
ISHARES INC
+$7.1M
116,211
+1075%
建仓
VO
VANGUARD INDEX FDS
+$6.8M
23,130
减持
SLV
ISHARES SILVER TR
-$4.7M
257,273
-46%
增持
VTV
VANGUARD INDEX FDS
+$2.0M
168,421
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
678,621
-2%
增持
OEF
ISHARES TR
+$1.0M
17,745
+10%
增持
IJH
ISHARES TR
+$769.4K
89,759
+9%
增持
IEFA
ISHARES TR
+$637.2K
54,568
+10%
增持
IWM
ISHARES TR
+$623.2K
16,275
+6%
增持
VUG
VANGUARD INDEX FDS
+$599.6K
8,699
+7%
建仓
GE
GE AEROSPACE
+$476.5K
1,584
减持
AAPL
APPLE INC
+$457.2K
10,143
-2%
增持
IVV
ISHARES TR
+$456.4K
6,143
+4%
建仓
CTAS
CINTAS CORP
+$369.5K
1,800
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$348.7K
55,270
+12%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$301.0K
29,988
+2%
减持
GM
GENERAL MTRS CO
+$256.8K
24,517
-3%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$251.2K
89,144
-2%
建仓
GEV
GE VERNOVA INC
+$242.9K
395
建仓
CMI
CUMMINS INC
+$240.3K
569
减持
VTI
VANGUARD INDEX FDS
+$234.3K
16,811
-3%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$230.5K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$229.0K
19,195
+0%
建仓
GOOGL
ALPHABET INC
+$229.0K
942
清仓
PM
PHILIP MORRIS INTL INC
-$226.4K
0
-100%
清仓
CI
THE CIGNA GROUP
-$224.1K
0
-100%
增持
IVW
ISHARES TR
+$223.5K
20,425
+0%
减持
QQQ
INVESCO QQQ TR
+$216.7K
6,610
-3%
清仓
—
THOMSON REUTERS CORP
-$215.6K
0
-100%
清仓
DIS
DISNEY WALT CO
-$213.8K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$208.7K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$203.2K
3,939
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$183.8K
96,251
-3%
减持
FTNT
FORTINET INC
-$150.8K
6,847
-0%
增持
DVY
ISHARES TR
+$146.9K
15,488
+0%
减持
GOOG
ALPHABET INC
+$137.9K
2,452
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$131.1K
4,403
+0%
增持
IYY
ISHARES TR
+$109.6K
9,285
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$109.2K
4,118
+0%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$107.7K
12,626
-2%
减持
JNJ
JOHNSON & JOHNSON
+$98.0K
3,033
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$89.0K
18,877
+0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$79.9K
13,463
+10%
增持
QDEF
FLEXSHARES TR
+$72.3K
11,376
+1%
减持
VXUS
VANGUARD STAR FDS
+$67.2K
15,636
-0%
减持
LRGF
ISHARES TR
+$59.1K
12,877
-1%
增持
ABBV
ABBVIE INC
+$54.6K
1,164
+0%
减持
MSFT
MICROSOFT CORP
+$53.5K
5,124
-2%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$51.3K
80,475
-2%
增持
HD
HOME DEPOT INC
+$51.0K
1,314
+0%
增持
NVDA
NVIDIA CORPORATION
+$49.4K
1,696
+0%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$48.1K
10,841
-2%
减持
USMV
ISHARES TR
-$46.0K
16,272
-4%
减持
DBAW
DBX ETF TR
+$45.9K
24,726
-2%
减持
F
FORD MTR CO
-$42.4K
38,986
-17%
减持
TLT
ISHARES TR
-$40.3K
59,744
-2%
减持
DLN
WISDOMTREE TR
+$39.9K
8,565
-0%
减持
DON
WISDOMTREE TR
+$36.7K
19,336
-1%
减持
WMT
WALMART INC
+$34.5K
6,740
-0%
增持
DE
DEERE & CO
-$33.0K
694
+1%
增持
KO
COCA COLA CO
-$27.6K
6,607
+0%
减持
AMZN
AMAZON COM INC
-$23.9K
1,157
-9%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$23.0K
14,071
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$22.6K
653
-0%
减持
SDY
SPDR SERIES TRUST
+$20.1K
4,786
-0%
减持
MGK
VANGUARD WORLD FD
+$18.0K
689
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$16.8K
3,399
+0%
减持
AFL
AFLAC INC
+$16.3K
2,605
-0%
增持
MRK
MERCK & CO INC
+$15.5K
2,927
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$15.0K
21,505
-8%
减持
EFA
ISHARES TR
-$12.9K
3,620
-8%
增持
T
AT&T INC
-$11.2K
17,959
+0%
减持
IJR
ISHARES TR
+$11.0K
3,143
-5%
增持
PG
PROCTER AND GAMBLE CO
-$10.5K
1,994
+0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$8.8K
4,127
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$8.0K
10,971
-2%
减持
—
EXXON MOBIL CORP
+$7.6K
4,460
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$5.9K
5,447
+2%
减持
SO
SOUTHERN CO
+$3.5K
3,050
-2%
增持
ABT
ABBOTT LABS
-$1.2K
1,918
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$776
12,490
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$132
11,520
+0%