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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 25
减持 69
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$40.2M
19,279
-81%
增持
IVV
ISHARES TR
+$22.4M
176,946
+14%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.9M
517,611
+12%
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
AAPL
APPLE INC
-$7.1M
23,258
-63%
减持
VTI
VANGUARD INDEX FDS
-$4.3M
98,314
-18%
增持
IJH
ISHARES TR
+$3.9M
375,530
+13%
减持
DLN
WISDOMTREE TR
-$3.2M
83,068
-34%
减持
BND
VANGUARD BD INDEX FDS
-$3.1M
84,270
-33%
减持
SLV
ISHARES SILVER TR
+$3.0M
339,724
-2%
减持
PG
PROCTER AND GAMBLE CO
-$2.6M
1,337
-92%
减持
TMUS
T-MOBILE US INC
-$2.5M
3,454
-75%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
36,611
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.2M
213,173
+6%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$2.0M
100,492
-32%
增持
PULS
PGIM ETF TR
+$1.9M
187,526
+25%
增持
IEFA
ISHARES TR
+$1.8M
191,116
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
105,388
+9%
增持
AGG
ISHARES TR
+$1.6M
265,103
+5%
减持
VO
VANGUARD INDEX FDS
-$1.5M
39,155
-16%
减持
SPDW
SPDR INDEX SHS FDS
-$1.5M
80,760
-34%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
14,520
-19%
减持
IWF
ISHARES TR
+$1.4M
72,590
-5%
减持
AMZN
AMAZON COM INC
-$1.2M
26,573
-18%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
36,158
-35%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
65,308
+11%
减持
IJR
ISHARES TR
+$1.1M
156,250
-2%
减持
WMT
WALMART INC
-$1.1M
93,587
-15%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
9,876
-47%
增持
DYNF
BLACKROCK ETF TRUST
+$1.0M
43,870
+51%
减持
DIS
DISNEY WALT CO
-$991.7K
4,252
-64%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$960.8K
0
-100%
减持
URI
UNITED RENTALS INC
+$934.9K
5,390
-4%
减持
GOOG
ALPHABET INC
+$905.9K
29,698
-17%
减持
MELI
MERCADOLIBRE INC
-$845.7K
591
-31%
建仓
PAUG
INNOVATOR ETFS TRUST
+$816.5K
19,226
清仓
UMBF
UMB FINL CORP
-$814.1K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
+$798.6K
270,761
-3%
增持
ABBV
ABBVIE INC
+$758.2K
14,276
+4%
减持
—
EXXON MOBIL CORP
-$746.3K
13,012
-37%
减持
IWR
ISHARES TR
-$736.1K
18,659
-32%
增持
UNH
UNITEDHEALTH GROUP INC
+$734.1K
11,486
+11%
建仓
BOCT
INNOVATOR ETFS TRUST
+$710.9K
14,681
减持
SGOV
ISHARES TR
-$707.9K
36,382
-16%
增持
CMI
CUMMINS INC
+$662.5K
6,926
+0%
减持
GOOGL
ALPHABET INC
-$658.6K
14,224
-39%
清仓
EVRG
EVERGY INC
-$646.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$612.1K
43,880
-5%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$606.2K
1,392
清仓
MAR
MARRIOTT INTL INC NEW
-$601.4K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$596.6K
0
-100%
减持
GLD
SPDR GOLD TR
+$594.2K
12,312
-1%
减持
JNJ
JOHNSON & JOHNSON
+$586.4K
20,069
-2%
减持
BBDC
BARINGS BDC INC
-$578.1K
153,739
-27%
增持
FIS
FIDELITY NATL INFORMATION SV
-$573.5K
37,404
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$539.1K
30,457
-1%
减持
HD
HOME DEPOT INC
-$516.6K
14,025
-17%
减持
MOAT
VANECK ETF TRUST
-$502.9K
10,650
-36%
减持
DFIV
DIMENSIONAL ETF TRUST
+$484.8K
199,430
-2%
减持
DRI
DARDEN RESTAURANTS INC
-$458.5K
15,375
-1%
清仓
TTD
THE TRADE DESK INC
-$454.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$453.5K
158,322
-12%
建仓
BSEP
INNOVATOR ETFS TRUST
+$430.9K
8,923
减持
ZMAR
INNOVATOR ETFS TRUST
+$423.7K
794,849
-0%
减持
EYLD
CAMBRIA ETF TR
-$420.5K
35,946
-26%
减持
FREL
FIDELITY COVINGTON TRUST
-$420.1K
31,629
-34%
减持
DXCM
DEXCOM INC
-$412.7K
18,670
-2%
增持
IEMG
ISHARES INC
+$405.1K
63,227
+1%
清仓
MFC
MANULIFE FINL CORP
-$402.0K
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$401.1K
55,509
-18%
建仓
BAI
BLACKROCK ETF TRUST
+$399.8K
11,705
减持
ORCL
ORACLE CORP
-$399.6K
3,494
-45%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$396.2K
11,585
+123%
清仓
NFLX
NETFLIX INC
-$395.0K
0
-100%
增持
IVW
ISHARES TR
+$393.3K
13,684
+20%
减持
APH
AMPHENOL CORP NEW
+$385.0K
19,553
-5%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$382.1K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$375.1K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$374.5K
6,098
-14%
清仓
WFC
WELLS FARGO CO NEW
-$373.0K
0
-100%
增持
THRO
BLACKROCK ETF TRUST
+$365.6K
24,693
+54%
增持
FISV
FISERV INC
-$365.4K
11,024
+6%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$361.5K
0
-100%
清仓
EQBK
EQUITY BANCSHARES INC
-$361.4K
0
-100%
减持
SHOP
SHOPIFY INC
-$358.8K
2,428
-61%
建仓
IOCT
INNOVATOR ETFS TRUST
+$353.3K
10,340
清仓
CFFN
CAPITOL FED FINL INC
-$349.3K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$346.3K
0
-100%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$346.0K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$344.2K
127,152
+4%
减持
AEM
AGNICO EAGLE MINES LTD
+$342.9K
9,306
-10%
清仓
DE
DEERE & CO
-$339.7K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$335.9K
0
-100%
清仓
SCZ
ISHARES TR
-$333.7K
0
-100%
减持
BBY
BEST BUY INC
+$329.0K
42,284
-1%
减持
KRP
KIMBELL RTY PARTNERS LP
-$324.9K
51,752
-29%
清仓
HON
HONEYWELL INTL INC
-$319.2K
0
-100%
清仓
KGC
KINROSS GOLD CORP
-$311.8K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$308.5K
85,216
+1%
减持
LLY
ELI LILLY & CO
-$305.9K
494
-44%
清仓
ARCC
ARES CAPITAL CORP
-$301.1K
0
-100%
减持
SPSM
SPDR SERIES TRUST
-$301.1K
36,370
-22%
增持
—
MEDTRONIC PLC
+$292.8K
33,059
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$291.3K
16,513
-26%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$288.8K
20,000
-59%
清仓
KNSL
KINSALE CAP GROUP INC
-$283.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$279.9K
0
-100%
减持
IQV
IQVIA HLDGS INC
+$273.0K
10,143
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
+$271.5K
7,426
-0%
减持
LGLV
SPDR SERIES TRUST
-$270.2K
9,567
-15%
清仓
—
ACCENTURE PLC IRELAND
-$268.4K
0
-100%
清仓
ENFR
ALPS ETF TR
-$264.9K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$264.0K
0
-100%
清仓
KMX
CARMAX INC
-$261.4K
0
-100%
清仓
APP
APPLOVIN CORP
-$259.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$259.6K
1,427
-36%
清仓
PANW
PALO ALTO NETWORKS INC
-$256.4K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$256.3K
1,914
减持
JPM
JPMORGAN CHASE & CO.
-$256.1K
23,937
-11%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$245.8K
3,171
-48%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$238.4K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$236.9K
87,065
+5%
清仓
AMGN
AMGEN INC
-$233.8K
0
-100%
减持
IMCG
ISHARES TR
-$232.1K
35,105
-10%
清仓
PRMB
PRIMO BRANDS CORPORATION
-$232.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$229.0K
0
-100%
减持
TJX
TJX COS INC NEW
+$228.5K
15,465
-5%
减持
FTNT
FORTINET INC
-$227.6K
2,700
-37%
增持
SPYM
SPDR SERIES TRUST
+$227.3K
14,735
+16%
减持
SPGI
S&P GLOBAL INC
-$224.7K
3,226
-5%
减持
MCD
MCDONALDS CORP
-$222.5K
1,632
-34%
清仓
AR
ANTERO RESOURCES CORP
-$222.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$220.9K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$220.6K
277
建仓
NEM
NEWMONT CORP
+$220.6K
2,616
清仓
DVY
ISHARES TR
-$217.5K
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$217.2K
4,303
减持
GEV
GE VERNOVA INC
+$213.4K
3,208
-4%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$212.4K
5,056
减持
OKE
ONEOK INC NEW
-$212.1K
4,304
-33%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$210.5K
3,075
清仓
IBDY
ISHARES TR
-$209.2K
0
-100%
减持
PINS
PINTEREST INC
-$207.9K
21,525
-14%
减持
UBER
UBER TECHNOLOGIES INC
-$205.7K
2,274
-50%
建仓
IAU
ISHARES GOLD TR
+$205.3K
2,821
清仓
SCHB
SCHWAB STRATEGIC TR
-$204.3K
0
-100%
建仓
DDFS
INNOVATOR ETFS TRUST
+$203.8K
9,756
清仓
T
AT&T INC
-$201.1K
0
-100%
清仓
EBAY
EBAY INC.
-$200.5K
0
-100%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$200.2K
6,968
减持
HCA
HCA HEALTHCARE INC
-$199.3K
6,885
-16%
