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Caliber Wealth Management, LLC / KS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Caliber Wealth Management, LLC / KS
报告期 2026-03-31 · CIK 0002067120
持仓数
270
前50大市值合计
$683.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 43
增持 59
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IWF
ISHARES TR
+$29.3M
76,709
+740%
增持
IVV
ISHARES TR
+$21.8M
154,664
+17%
建仓
ZMAR
INNOVATOR ETFS TRUST
+$21.1M
795,813
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
AGG
ISHARES TR
+$14.6M
252,082
+140%
增持
MSFT
MICROSOFT CORP
+$14.0M
100,848
+5%
增持
IJR
ISHARES TR
+$12.5M
159,520
+236%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.2M
460,285
+14%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$8.7M
203,429
增持
VOO
VANGUARD INDEX FDS
+$4.3M
35,434
+15%
增持
IJH
ISHARES TR
+$3.3M
332,807
+12%
增持
AVGO
BROADCOM INC
+$3.2M
29,798
+0%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.2M
201,730
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.6M
277,860
+2%
增持
ABBV
ABBVIE INC
+$2.3M
13,723
+1131%
减持
QQQ
INVESCO QQQ TR
+$2.3M
29,374
-1%
建仓
CMI
CUMMINS INC
+$2.3M
6,910
增持
IEFA
ISHARES TR
+$2.2M
178,625
+7%
减持
MRK
MERCK & CO INC
-$2.1M
8,269
-73%
建仓
APH
AMPHENOL CORP NEW
+$2.0M
20,604
减持
XLK
SELECT SECTOR SPDR TR
+$1.9M
46,423
-3%
建仓
GEV
GE VERNOVA INC
+$1.8M
3,325
增持
NVDA
NVIDIA CORPORATION
+$1.6M
18,689
+54%
增持
WMT
WALMART INC
+$1.5M
110,177
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.3M
1,496
-82%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
96,848
+13%
增持
AMZN
AMAZON COM INC
+$1.3M
32,213
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
26,928
+1%
增持
—
EATON CORP PLC
+$1.3M
11,577
+10%
建仓
ESGD
ISHARES TR
+$1.2M
13,946
增持
PULS
PGIM ETF TR
+$1.2M
150,280
+18%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
58,966
+14%
增持
SNPS
SYNOPSYS INC
+$1.0M
3,084
+142%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$919.1K
4,985
+105%
减持
—
JOHNSON CTLS INTL PLC
+$874.8K
39,130
-4%
增持
VUG
VANGUARD INDEX FDS
+$867.4K
11,010
+3%
建仓
XJH
ISHARES TR
+$846.4K
20,394
建仓
ESML
ISHARES TR
+$841.1K
20,351
增持
ADI
ANALOG DEVICES INC
+$831.0K
14,225
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$804.9K
14,069
+21%
增持
ORCL
ORACLE CORP
+$798.2K
6,323
+51%
增持
GOOG
ALPHABET INC
+$783.1K
35,668
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$767.1K
29,004
+74%
减持
EL
LAUDER ESTEE COS INC
-$748.3K
4,568
-73%
增持
IVE
ISHARES TR
+$729.3K
29,872
+11%
增持
GOOGL
ALPHABET INC
+$712.7K
23,358
+6%
增持
MPC
MARATHON PETE CORP
+$707.7K
24,409
+6%
增持
IEMG
ISHARES INC
+$702.8K
62,683
+11%
减持
META
META PLATFORMS INC
+$635.4K
4,180
-2%
建仓
CBSH
COMMERCE BANCSHARES INC
+$617.5K
9,932
减持
URI
UNITED RENTALS INC
+$614.8K
5,589
-3%
增持
PG
PROCTER AND GAMBLE CO
+$608.6K
17,798
+36%
建仓
EAGG
ISHARES TR
+$598.4K
12,586
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$596.6K
6,619
建仓
THRO
BLACKROCK ETF TRUST
+$569.3K
16,000
增持
VXUS
VANGUARD STAR FDS
+$566.0K
64,852
+3%
减持
LGLV
SPDR SERIES TRUST
-$556.1K
11,309
-22%
增持
HD
HOME DEPOT INC
+$551.2K
16,909
+10%
增持
UNH
UNITEDHEALTH GROUP INC
-$545.4K
10,360
+44%
减持
BND
VANGUARD BD INDEX FDS
-$523.8K
126,644
-6%
增持
EFV
ISHARES TR
+$513.8K
23,014
+43%
减持
VTEB
VANGUARD MUN BD FDS
-$491.9K
122,830
-6%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$482.0K
6,081
建仓
BUFF
INNOVATOR ETFS TRUST
+$481.6K
10,247
增持
HCA
HCA HEALTHCARE INC
+$473.7K
8,180
+6%
增持
DIS
DISNEY WALT CO
+$470.0K
11,923
+17%
减持
MELI
MERCADOLIBRE INC
+$457.4K
852
-6%
建仓
CMF
ISHARES TR
+$455.1K
8,164
减持
AEM
AGNICO EAGLE MINES LTD
-$454.7K
10,306
-34%
建仓
BUFB
INNOVATOR ETFS TRUST
+$450.2K
13,287
减持
IWM
ISHARES TR
-$449.3K
8,597
-26%
减持
CME
CME GROUP INC
-$446.4K
12,027
-15%
建仓
OEF
ISHARES TR
+$438.6K
1,441
减持
TMUS
T-MOBILE US INC
-$433.7K
13,992
-1%
增持
QUAL
ISHARES TR
+$433.0K
8,318
+31%
减持
SPYM
SPDR SERIES TRUST
-$431.3K
12,753
-38%
建仓
SO
SOUTHERN CO
+$425.9K
4,638
减持
IGV
ISHARES TR
+$419.5K
20,998
-1%
清仓
DDOG
DATADOG INC
-$413.3K
0
-100%
增持
BBY
BEST BUY INC
+$412.6K
42,731
+28%
增持
FIS
FIDELITY NATL INFORMATION SV
+$403.2K
37,341
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$402.0K
30,858
+16%
增持
IQV
IQVIA HLDGS INC
+$396.6K
10,493
+47%
清仓
OGN
ORGANON & CO
-$393.8K
0
-100%
减持
—
CHUBB LIMITED
-$389.0K
10,787
-7%
增持
—
NXP SEMICONDUCTORS N V
+$384.8K
7,928
+12%
增持
IVW
ISHARES TR
+$378.0K
11,432
+21%
减持
BBDC
BARINGS BDC INC
-$375.5K
210,592
-13%
建仓
ANET
ARISTA NETWORKS INC
+$375.1K
3,666
减持
IUSG
ISHARES TR
+$370.3K
21,965
-5%
建仓
XTEN
BONDBLOXX ETF TRUST
+$361.7K
7,835
建仓
DE
DEERE & CO
+$339.7K
668
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$339.5K
148,785
-5%
增持
FISV
FISERV INC
-$336.2K
10,363
+8%
建仓
SCZ
ISHARES TR
+$333.7K
4,592
减持
SCHD
SCHWAB STRATEGIC TR
-$331.0K
180,215
-1%
建仓
HON
HONEYWELL INTL INC
+$319.2K
1,371
减持
SLV
ISHARES SILVER TR
-$316.1K
346,785
-8%
减持
—
TRANE TECHNOLOGIES PLC
+$311.9K
4,200
-7%
建仓
CAT
CATERPILLAR INC
+$307.1K
791
增持
EFG
ISHARES TR
+$306.7K
12,185
+15%
增持
SGOV
ISHARES TR
+$304.5K
43,416
+7%
减持
IMCG
ISHARES TR
+$294.1K
39,091
-2%
减持
JNJ
JOHNSON & JOHNSON
-$294.1K
20,522
-1%
增持
SHOP
SHOPIFY INC
+$286.1K
6,239
+39%
增持
RTX
RTX CORPORATION
+$277.3K
8,246
+18%
增持
COST
COSTCO WHSL CORP NEW
+$275.4K
644
+69%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$270.2K
5,186
减持
SPY
SPDR S&P 500 ETF TR
-$269.9K
17,985
-12%
建仓
—
ACCENTURE PLC IRELAND
+$268.4K
898
建仓
TLH
ISHARES TR
+$262.9K
2,588
减持
VZ
VERIZON COMMUNICATIONS INC
-$260.5K
72,441
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$260.5K
15,532
-11%
建仓
APP
APPLOVIN CORP
+$259.8K
742
清仓
NRG
NRG ENERGY INC
-$257.3K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$256.4K
1,253
减持
MTUM
ISHARES TR
+$251.4K
10,506
-7%
减持
DLN
WISDOMTREE TR
-$248.7K
126,740
-6%
清仓
XLE
SELECT SECTOR SPDR TR
-$240.8K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$238.4K
468
减持
DXCM
DEXCOM INC
+$237.6K
19,120
-9%
建仓
AMGN
AMGEN INC
+$233.8K
837
增持
CSCO
CISCO SYS INC
+$233.7K
9,428
+38%
清仓
XLV
SELECT SECTOR SPDR TR
-$233.2K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$232.8K
2,516
-38%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$232.0K
7,833
减持
VB
VANGUARD INDEX FDS
-$230.0K
3,076
-29%
减持
VO
VANGUARD INDEX FDS
+$229.4K
46,626
-6%
建仓
AVSD
AMERICAN CENTY ETF TR
+$229.0K
3,390
增持
CGNX
COGNEX CORP
+$228.0K
19,614
+48%
清仓
TRMB
TRIMBLE INC
-$223.2K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$222.6K
0
-100%
建仓
AR
ANTERO RESOURCES CORP
+$222.0K
5,512
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$220.2K
0
-100%
建仓
DVY
ISHARES TR
+$217.5K
1,638
增持
IUSB
ISHARES TR
+$216.7K
22,258
+26%
清仓
BE
BLOOM ENERGY CORP
-$216.3K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
-$215.3K
84,224
+9%
建仓
HPQ
HP INC
+$214.4K
8,767
建仓
NTAP
NETAPP INC
+$213.1K
2,000
清仓
PAPR
INNOVATOR ETFS TRUST
-$212.9K
0
-100%
增持
IYW
ISHARES TR
+$210.6K
2,963
+37%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$209.1K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$208.7K
1,855
建仓
HIMU
BLACKROCK ETF TRUST II
+$206.9K
4,254
减持
IXN
ISHARES TR
+$206.8K
14,207
-3%
建仓
COF
CAPITAL ONE FINL CORP
+$206.6K
971
建仓
SCHB
SCHWAB STRATEGIC TR
+$204.3K
8,575
增持
EVRG
EVERGY INC
+$201.9K
9,377
+45%
建仓
T
AT&T INC
+$201.1K
6,947
建仓
EBAY
EBAY INC.
+$200.5K
2,693
