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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 63
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$14.8M
194,530
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$7.0M
565,860
+9%
减持
SLV
ISHARES SILVER TR
+$6.6M
325,717
-4%
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
DLN
WISDOMTREE TR
-$4.0M
36,968
-55%
减持
BND
VANGUARD BD INDEX FDS
-$3.1M
43,244
-49%
减持
VTI
VANGUARD INDEX FDS
-$2.7M
88,325
-10%
增持
SGOV
ISHARES TR
+$2.5M
60,927
+67%
减持
VO
VANGUARD INDEX FDS
-$2.4M
31,225
-20%
增持
IJH
ISHARES TR
+$2.4M
407,935
+9%
建仓
ETR
ENTERGY CORP NEW
+$2.4M
26,010
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$2.4M
49,364
-51%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.3M
3,570
-88%
增持
PULS
PGIM ETF TR
+$2.3M
234,059
+25%
建仓
WFC
WELLS FARGO CO NEW
+$2.2M
23,741
增持
IEFA
ISHARES TR
+$1.9M
208,241
+9%
减持
SPDW
SPDR INDEX SHS FDS
-$1.7M
39,263
-51%
减持
GOOG
ALPHABET INC
+$1.7M
28,477
-4%
减持
AVGO
BROADCOM INC
-$1.6M
18,709
-24%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
222,649
+4%
减持
URI
UNITED RENTALS INC
-$1.0M
5,094
-5%
建仓
ZJAN
INNOVATOR ETFS TRUST
+$1.0M
36,616
增持
AVUV
AMERICAN CENTY ETF TR
+$987.1K
112,536
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$941.7K
270,952
+0%
减持
MPC
MARATHON PETE CORP
-$894.2K
20,405
-7%
减持
MSFT
MICROSOFT CORP
-$878.6K
18,830
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$800.7K
13,538
+4%
减持
GOOGL
ALPHABET INC
+$749.6K
13,442
-5%
减持
—
EATON CORP PLC
-$742.7K
10,419
-4%
增持
AAPL
APPLE INC
+$740.7K
24,508
+5%
增持
VOO
VANGUARD INDEX FDS
+$708.6K
36,879
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$703.6K
69,362
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$641.0K
13,245
-9%
增持
HD
HOME DEPOT INC
-$638.9K
14,659
+5%
减持
WMT
WALMART INC
+$630.4K
92,232
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$625.9K
196,866
-1%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$606.2K
0
-100%
增持
TSLA
TESLA INC
+$600.3K
3,101
+74%
增持
NVDA
NVIDIA CORPORATION
+$573.5K
12,955
+31%
增持
FISV
FISERV INC
-$557.3K
12,863
+17%
增持
—
CHUBB LIMITED
+$538.8K
11,714
+6%
增持
XLK
SELECT SECTOR SPDR TR
-$529.1K
82,231
+87%
增持
CAT
CATERPILLAR INC
+$519.9K
1,374
+145%
增持
IQV
IQVIA HLDGS INC
+$507.2K
10,797
+6%
减持
FREL
FIDELITY COVINGTON TRUST
-$499.4K
14,138
-55%
建仓
CPAG
RBB FD INC
+$498.7K
4,879
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$476.3K
3,261
-20%
增持
AMZN
AMAZON COM INC
+$473.7K
27,330
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$469.8K
140,446
-11%
减持
GLD
SPDR GOLD TR
+$452.1K
12,184
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$446.8K
13,368
+16%
减持
MUB
ISHARES TR
-$433.0K
61,432
-7%
增持
AGG
ISHARES TR
+$420.5K
270,295
+2%
减持
BBY
BEST BUY INC
-$416.5K
41,552
-2%
清仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$405.7K
0
-100%
减持
ORCL
ORACLE CORP
-$405.5K
2,962
-15%
建仓
DDFO
INNOVATOR ETFS TRUST
+$396.7K
18,354
建仓
FBND
FIDELITY MERRIMACK STR TR
+$386.5K
8,394
减持
IWF
ISHARES TR
-$368.7K
71,061
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$366.3K
30,103
-17%
建仓
NFLX
NETFLIX INC
+$365.5K
3,898
增持
DRI
DARDEN RESTAURANTS INC
+$364.7K
17,887
+16%
减持
VXUS
VANGUARD STAR FDS
-$347.1K
54,144
-10%
增持
IEMG
ISHARES INC
+$345.0K
67,137
+6%
减持
QUAL
ISHARES TR
-$344.0K
6,608
-22%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$334.2K
4,786
+56%
增持
APH
AMPHENOL CORP NEW
+$330.1K
20,348
+4%
增持
CMCSA
COMCAST CORP NEW
+$328.8K
102,523
+18%
减持
IMCG
ISHARES TR
-$323.4K
32,325
-8%
减持
ZMAR
INNOVATOR ETFS TRUST
+$312.6K
794,245
-0%
减持
EYLD
CAMBRIA ETF TR
-$312.1K
26,743
-26%
增持
DYNF
BLACKROCK ETF TRUST
+$306.5K
47,748
+9%
增持
FIS
FIDELITY NATL INFORMATION SV
+$295.3K
41,555
+11%
增持
CME
CME GROUP INC
+$294.3K
12,924
+8%
增持
GEV
GE VERNOVA INC
+$291.7K
3,465
+8%
建仓
GLDM
WORLD GOLD TR
+$289.0K
3,385
减持
DIVO
AMPLIFY ETF TR
-$284.5K
49,203
-11%
清仓
SO
SOUTHERN CO
-$282.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$279.8K
25,891
-4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$277.9K
21,674
+7%
清仓
HPQ
HP INC
-$261.2K
0
-100%
增持
CRM
SALESFORCE INC
+$260.3K
8,113
+2%
增持
LLY
ELI LILLY & CO
+$257.1K
590
+19%
减持
IWR
ISHARES TR
-$247.7K
16,140
-14%
增持
FANG
DIAMONDBACK ENERGY INC
+$247.5K
12,521
+10%
增持
IWD
ISHARES TR
+$247.4K
16,986
+4%
减持
MAS
MASCO CORP
-$246.7K
24,694
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$246.2K
11,808
-28%
建仓
AMAT
APPLIED MATLS INC
+$243.5K
947
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$242.4K
2,921
增持
TJX
TJX COS INC NEW
+$237.9K
16,100
+4%
建仓
SYF
SYNCHRONY FINANCIAL
+$236.5K
2,835
减持
BBDC
BARINGS BDC INC
-$229.1K
121,753
-21%
清仓
FTNT
FORTINET INC
-$227.0K
0
-100%
减持
IWM
ISHARES TR
-$225.7K
6,445
-14%
建仓
VYM
VANGUARD WHITEHALL FDS
+$224.6K
1,565
清仓
UBER
UBER TECHNOLOGIES INC
-$222.8K
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$221.8K
1,693
建仓
CVS
CVS HEALTH CORP
+$216.7K
2,731
增持
VUG
VANGUARD INDEX FDS
+$210.6K
10,287
+3%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$209.4K
2,400
建仓
INTU
INTUIT
+$206.7K
312
减持
IGV
ISHARES TR
-$206.3K
20,591
-1%
清仓
PG
PROCTER AND GAMBLE CO
-$205.4K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$205.0K
9,016
-18%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$202.8K
350
清仓
IDV
ISHARES TR
-$201.1K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$198.8K
587
-1%
增持
—
EXXON MOBIL CORP
+$197.2K
13,830
+6%
减持
CGNX
COGNEX CORP
-$181.1K
13,870
-8%
减持
HCA
HCA HEALTHCARE INC
+$180.5K
6,672
-3%
增持
EFV
ISHARES TR
+$179.6K
23,297
+6%
减持
CMI
CUMMINS INC
-$175.4K
5,388
-22%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$172.9K
1,438
-40%
减持
LGLV
SPDR SERIES TRUST
-$169.9K
8,741
-9%
减持
NEE
NEXTERA ENERGY INC
+$169.6K
37,014
-0%
增持
SPGI
S&P GLOBAL INC
+$168.5K
3,327
+3%
减持
VLUE
ISHARES TR
+$165.2K
15,174
-1%
增持
UNP
UNION PAC CORP
+$163.9K
14,423
+7%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$163.8K
10,019
减持
IJR
ISHARES TR
-$163.8K
153,132
-2%
增持
THRO
BLACKROCK ETF TRUST
+$161.4K
28,430
+15%
减持
MOAT
VANECK ETF TRUST
-$159.1K
8,656
-19%
增持
CAH
CARDINAL HEALTH INC
+$157.3K
3,201
+0%
减持
JNJ
JOHNSON & JOHNSON
+$153.6K
18,723
-7%
减持
VNLA
JANUS DETROIT STR TR
-$150.8K
63,456
-4%
增持
IVW
ISHARES TR
+$150.5K
14,623
+7%
减持
SPSM
SPDR SERIES TRUST
-$145.4K
32,847
-10%
增持
DXCM
DEXCOM INC
+$140.6K
21,047
+13%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$139.8K
4,940
+3%
增持
HIMU
BLACKROCK ETF TRUST II
+$139.3K
8,893
+49%
增持
VZ
VERIZON COMMUNICATIONS INC
+$130.5K
83,086
+12%
减持
DVN
DEVON ENERGY CORP NEW
+$130.1K
85,115
-0%
增持
NOW
SERVICENOW INC
-$128.3K
2,653
+357%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$124.3K
997
-27%
增持
V
VISA INC
+$121.8K
6,279
+3%
增持
DIS
DISNEY WALT CO
+$114.9K
5,289
+24%
减持
KRP
KIMBELL RTY PARTNERS LP
-$114.4K
49,636
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$114.3K
381
+38%
减持
LUV
SOUTHWEST AIRLS CO
+$111.9K
11,938
-0%
增持
LRCX
LAM RESEARCH CORP
+$111.8K
2,150
+12%
增持
APD
AIR PRODS & CHEMS INC
+$110.5K
13,390
+14%
减持
VB
VANGUARD INDEX FDS
-$110.3K
1,828
-20%
减持
VTEB
VANGUARD MUN BD FDS
-$107.8K
124,453
-2%
增持
IAU
ISHARES GOLD TR
+$107.3K
3,851
+37%
增持
OEF
ISHARES TR
+$106.4K
1,903
+16%
增持
META
META PLATFORMS INC
-$105.7K
4,346
+7%
减持
ADI
ANALOG DEVICES INC
-$103.7K
11,902
-12%
增持
ABBV
ABBVIE INC
+$96.3K
14,887
+4%
增持
—
TRANE TECHNOLOGIES PLC
-$93.5K
4,164
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$89.4K
34,676
+14%
