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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 85 项
建仓 5
增持 49
减持 23
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD TR
-$19.3M
177,975
-59%
减持
ITOT
ISHARES TR
-$15.4M
103,145
-49%
建仓
SH
PROSHARES TR
+$14.7M
387,723
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
VEA
VANGUARD TAX-MANAGED FDS
-$13.6M
443,433
-34%
减持
IEF
ISHARES TR
-$7.4M
193,841
-28%
清仓
QQQ
INVESCO QQQ TR
-$4.1M
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$965.9K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$802.7K
166,010
-0%
减持
GM
GENERAL MTRS CO
-$797.8K
16,875
-33%
增持
MSFT
MICROSOFT CORP
-$540.8K
5,444
+3%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$514.1K
88,824
-0%
清仓
FTNT
FORTINET INC
-$495.4K
0
-100%
增持
IJH
ISHARES TR
+$408.2K
95,438
+4%
增持
VUG
VANGUARD INDEX FDS
-$375.7K
8,866
+2%
清仓
RTX
RTX CORPORATION
-$353.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$318.7K
16,130
-2%
增持
IEFA
ISHARES TR
+$293.8K
58,426
+5%
增持
—
EXXON MOBIL CORP
+$270.4K
4,757
+7%
清仓
SHY
ISHARES TR
-$262.0K
0
-100%
建仓
—
EATON CORP PLC
+$259.7K
726
清仓
SLV
ISHARES SILVER TR
-$253.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$252.4K
1,912
清仓
TNET
TRINET GROUP INC
-$249.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$216.6K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$211.6K
552
增持
OEF
ISHARES TR
-$210.0K
18,659
+4%
增持
IVW
ISHARES TR
-$205.1K
20,458
+0%
建仓
V
VISA INC
+$200.7K
664
增持
DVY
ISHARES TR
+$198.4K
16,197
+1%
增持
ORCL
ORACLE CORP
-$191.8K
4,123
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$180.0K
419,546
+1%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$170.0K
86,042
+2%
增持
IWM
ISHARES TR
+$163.0K
16,973
+3%
增持
JNJ
JOHNSON & JOHNSON
+$150.4K
3,183
+5%
增持
SYK
STRYKER CORPORATION
-$128.5K
5,679
+0%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$123.5K
17,391
+19%
增持
VXUS
VANGUARD STAR FDS
+$117.3K
16,260
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
+$112.2K
7,119
+26%
减持
XLK
SELECT SECTOR SPDR TR
-$112.0K
8,702
-1%
减持
TLT
ISHARES TR
-$109.2K
148,381
-0%
增持
T
AT&T INC
+$109.2K
19,215
+7%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$105.8K
29,973
-0%
增持
AAPL
APPLE INC
-$105.0K
10,416
+3%
增持
IVV
ISHARES TR
-$93.5K
6,383
+3%
增持
WMT
WALMART INC
+$93.4K
6,776
+1%
增持
JPM
JPMORGAN CHASE & CO
-$91.2K
4,193
+2%
增持
IWF
ISHARES TR
-$89.2K
2,063
+1%
增持
NVDA
NVIDIA CORPORATION
+$88.1K
2,319
+37%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$84.9K
19,475
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$82.5K
659
+1%
增持
IEMG
ISHARES INC
+$79.6K
12,278
+6%
减持
IYY
ISHARES TR
-$70.2K
9,273
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$69.5K
95,868
+0%
减持
LRGF
ISHARES TR
-$65.2K
12,023
-3%
增持
SDY
SPDR SERIES TRUST
+$62.7K
5,003
+4%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$48.3K
12,233
-8%
减持
MRK
MERCK & CO INC
+$43.8K
2,925
-0%
增持
MA
MASTERCARD INCORPORATED
-$39.8K
687
+2%
增持
DON
WISDOMTREE TR
+$37.8K
19,587
+2%
减持
USMV
ISHARES TR
-$37.7K
15,429
-1%
增持
ABT
ABBOTT LABORATORIES
-$36.0K
1,992
+4%
增持
TXN
TEXAS INSTRS INC
+$35.4K
1,520
+2%
增持
XLF
SELECT SECTOR SPDR TR
-$34.9K
11,228
+4%
减持
CTAS
CINTAS CORP
-$34.6K
1,796
-0%
增持
AMZN
AMAZON COM INC
+$32.7K
1,559
+23%
减持
MGK
VANGUARD WORLD FD
-$32.1K
663
-1%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
+$28.8K
10,629
-1%
增持
CMI
CUMMINS INC
+$18.4K
574
+1%
减持
DBAW
DBX ETF TR
+$17.4K
23,417
-2%
增持
IJR
ISHARES TR
+$17.3K
3,179
+1%
增持
CSCO
CISCO SYS INC
+$14.8K
5,222
+3%
增持
GOOGL
ALPHABET INC
-$13.3K
1,004
+4%
增持
DLN
WISDOMTREE TR
+$13.0K
8,529
+0%
增持
PG
PROCTER & GAMBLE CO
+$12.5K
2,065
+4%
减持
QQQE
DIREXION SHARES ETF TRUST
-$9.8K
2,398
-0%
增持
QDEF
FLEXSHARES TR
-$9.3K
11,528
+0%
增持
SPYM
SPDR SERIES TRUST
-$8.9K
2,950
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$8.6K
19,612
+2%
增持
HD
HOME DEPOT INC
-$7.8K
1,351
+3%
增持
ABBV
ABBVIE INC
+$7.5K
1,262
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$6.7K
3,222
+7%
增持
GOOG
ALPHABET INC
-$6.4K
2,566
+8%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$4.9K
11,991
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$1.4K
12,546
+0%
减持
EFA
ISHARES TR
+$987
3,778
-1%