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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 50
减持 66
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
ZMAR
INNOVATOR ETFS TRUST
-$20.8M
37,731
-95%
增持
IVV
ISHARES TR
+$9.4M
218,425
+12%
减持
SLV
ISHARES SILVER TR
-$5.6M
226,212
-31%
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。
建仓
UMAR
INNOVATOR ETFS TRUST
+$5.5M
138,550
增持
BUFF
INNOVATOR ETFS TRUST
+$5.1M
114,349
+1030%
减持
IWF
ISHARES TR
-$4.2M
68,958
-3%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.1M
605,425
+7%
减持
VTI
VANGUARD INDEX FDS
-$4.0M
79,782
-10%
增持
PULS
PGIM ETF TR
+$3.5M
304,457
+30%
减持
MUB
ISHARES TR
-$3.2M
31,392
-49%
增持
AGG
ISHARES TR
+$3.2M
304,322
+13%
增持
IJH
ISHARES TR
+$2.6M
437,313
+7%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
35,189
-5%
减持
IGV
ISHARES TR
-$1.9M
3,150
-85%
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
19,004
-56%
减持
DLN
WISDOMTREE TR
-$1.8M
16,563
-55%
增持
MPC
MARATHON PETE CORP
+$1.7M
20,653
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.7M
11,262
-15%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.5M
5,446
增持
MSFT
MICROSOFT CORP
-$1.5M
20,641
+10%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
117,036
+4%
减持
VO
VANGUARD INDEX FDS
-$1.4M
26,699
-14%
增持
BUFB
INNOVATOR ETFS TRUST
+$1.3M
49,832
+280%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$1.3M
21,202
-57%
减持
QQQ
INVESCO QQQ TR
-$1.2M
25,451
-2%
增持
WMT
WALMART INC
+$1.2M
92,446
+0%
增持
DVN
DEVON ENERGY CORP NEW
+$1.2M
85,823
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
80,648
-2%
减持
GOOGL
ALPHABET INC
-$1.0M
11,029
-18%
减持
SPDW
SPDR INDEX SHS FDS
-$946.2K
17,470
-56%
减持
AMD
ADVANCED MICRO DEVICES INC
-$897.5K
9,840
-27%
减持
GOOG
ALPHABET INC
-$843.9K
28,210
-1%
减持
APH
AMPHENOL CORP
-$802.1K
15,415
-24%
增持
JNJ
JOHNSON & JOHNSON
+$734.7K
18,857
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$689.5K
81,147
-2%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$683.8K
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
-$671.7K
44,554
+7%
增持
ETR
ENTERGY CORP NEW
+$633.5K
27,034
+4%
减持
FISV
FISERV INC
-$627.2K
4,244
-67%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$623.2K
13,532
+1%
减持
VUG
VANGUARD INDEX FDS
-$606.3K
10,102
-2%
清仓
PINS
PINTEREST INC
-$603.9K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
+$594.1K
269,907
-0%
增持
ADI
ANALOG DEVICES INC
+$590.1K
12,001
+1%
减持
—
EXXON MOBIL CORP
+$584.5K
13,255
-4%
增持
IQV
IQVIA HLDGS INC
-$566.3K
10,950
+1%
减持
TSLA
TESLA INC
-$542.9K
2,291
-26%
建仓
CORO
BLACKROCK ETF TRUST
+$535.0K
16,640
增持
JPM
JPMORGAN CHASE & CO
-$528.6K
23,814
+2%
减持
FANG
DIAMONDBACK ENERGY INC
+$516.5K
12,128
-3%
增持
NEE
NEXTERA ENERGY INC
+$514.8K
37,535
+1%
建仓
ACWX
ISHARES TR
+$511.4K
7,469
增持
UNH
UNITEDHEALTH GROUP INC
-$509.2K
14,427
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$496.9K
115,490
-7%
增持
MSI
MOTOROLA SOLUTIONS INC
+$488.0K
8,950
+1%
减持
URI
UNITED RENTALS INC
-$487.8K
4,989
-2%
清仓
CMF
ISHARES TR
-$469.1K
0
-100%
增持
AVGO
BROADCOM INC
-$467.1K
19,411
+4%
建仓
BAPR
INNOVATOR ETFS TRUST
+$455.8K
9,306
建仓
COP
CONOCOPHILLIPS
+$455.1K
3,448
减持
BBDC
BARINGS BDC INC
-$453.9K
80,650
-34%
增持
—
EATON CORP PLC
+$452.4K
10,543
+1%
增持
AMZN
AMAZON COM INC
-$416.8K
28,288
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$411.9K
193,928
-1%
减持
IJR
ISHARES TR
+$408.5K
151,331
-1%
清仓
NOW
SERVICENOW INC
-$406.4K
0
-100%
减持
IUSG
ISHARES TR
-$406.0K
19,070
-5%
减持
AVEM
AMERICAN CENTY ETF TR
+$404.8K
217,835
-2%
减持
META
META PLATFORMS INC
-$394.1K
4,326
-0%
减持
IEMG
ISHARES INC
-$387.2K
59,150
-12%
建仓
VSGX
VANGUARD WORLD FD
+$382.8K
5,336
清仓
FREL
FIDELITY COVINGTON TRUST
-$380.2K
0
-100%
建仓
IAPR
INNOVATOR ETFS TRUST
+$371.1K
11,718
减持
—
JOHNSON CONTROLS INTERNATION
+$368.1K
33,157
-0%
减持
DIVO
AMPLIFY ETF TR
-$362.8K
40,731
-17%
增持
SPYM
SPDR SERIES TRUST
+$343.6K
18,948
+37%
减持
EYLD
CAMBRIA ETF TR
-$340.3K
16,536
-38%
建仓
GPN
GLOBAL PMTS INC
+$337.8K
5,019
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$332.6K
16,320
增持
CME
CME GROUP INC
+$328.0K
13,060
+1%
建仓
PG
PROCTER & GAMBLE CO
+$308.8K
2,138
减持
GLD
SPDR GOLD TR
+$302.1K
11,924
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$301.8K
25,467
-15%
增持
CPAG
RBB FD INC
+$295.8K
7,772
+59%
建仓
BLCR
BLACKROCK ETF TRUST
+$293.3K
7,144
增持
DXCM
DEXCOM INC
+$292.4K
26,900
+28%
建仓
SHLD
GLOBAL X FDS
+$290.8K
4,105
清仓
GLDM
WORLD GOLD TR
-$289.0K
0
-100%
减持
LGLV
SPDR SERIES TRUST
-$288.5K
6,996
-20%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$270.9K
48,545
+40%
减持
EFV
ISHARES TR
-$270.1K
18,743
-20%
清仓
ABT
ABBOTT LABS
-$262.2K
0
-100%
减持
ESGU
ISHARES TR
-$259.3K
10,710
-10%
增持
CRM
SALESFORCE INC
-$254.0K
10,153
+25%
清仓
NEM
NEWMONT CORP
-$253.7K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$251.5K
133,767
-5%
建仓
AMGN
AMGEN INC
+$244.7K
696
清仓
AMAT
APPLIED MATLS INC
-$243.5K
0
-100%
增持
—
MEDTRONIC PLC
-$241.0K
33,034
+2%
增持
DRI
DARDEN RESTAURANTS INC
+$237.8K
18,003
+1%
减持
VNQ
VANGUARD INDEX FDS
-$233.3K
6,365
-29%
增持
—
CHUBB LTD SWITZ
+$230.5K
11,925
+2%
增持
SPGI
S&P GLOBAL INC
+$228.1K
4,624
+39%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$228.0K
7,130
-40%
减持
MTUM
ISHARES TR
-$223.7K
9,164
-5%
建仓
GIS
GENERAL MILLS INC
+$222.1K
5,967
建仓
PSX
PHILLIPS 66
+$222.1K
1,219
减持
ITOT
ISHARES TR
-$217.7K
10,587
-9%
建仓
DUK
DUKE ENERGY CORP NEW
+$216.8K
1,656
增持
ALL
ALLSTATE CORP
+$216.3K
10,189
+12%
建仓
IDV
ISHARES TR
+$212.4K
4,992
建仓
XLE
SELECT SECTOR SPDR TR
+$211.5K
3,452
增持
UNP
UNION PAC CORP
+$210.5K
14,619
+1%
建仓
EVRG
EVERGY INC
+$210.3K
2,567
增持
BSX
BOSTON SCIENTIFIC CORP
-$209.8K
7,828
+6%
减持
—
NXP SEMICONDUCTORS N V
-$209.3K
7,656
-3%
清仓
INTU
INTUIT
-$206.7K
0
-100%
建仓
KAPR
INNOVATOR ETFS TRUST
+$206.2K
5,688
建仓
BITB
BITWISE BITCOIN ETF TR
+$202.5K
5,501
增持
CMI
CUMMINS INC
+$201.0K
5,485
+2%
减持
USMV
ISHARES TR
-$200.2K
50,838
-3%
减持
XLF
SELECT SECTOR SPDR TR
-$198.0K
9,832
-21%
增持
LUV
SOUTHWEST AIRLS CO
+$192.5K
18,258
+53%
增持
WFC
WELLS FARGO & CO
-$192.5K
25,376
+7%
增持
CVX
CHEVRON CORPORATION
+$188.7K
2,195
+26%
清仓
ET
ENERGY TRANSFER L P
-$187.1K
0
-100%
减持
SUB
ISHARES TR
-$184.8K
2,068
-46%
减持
CAT
CATERPILLAR INC
+$184.2K
1,371
-0%
增持
AAPL
APPLE INC
-$182.9K
25,532
+4%
减持
EL
LAUDER ESTEE COS INC
-$181.7K
3,285
-18%
减持
MELI
MERCADOLIBRE INC
-$174.4K
583
-1%
减持
VB
VANGUARD INDEX FDS
-$164.5K
1,172
-36%
清仓
PRMB
PRIMO BRANDS CORPORATION
-$163.8K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$163.0K
7,584
-12%
减持
CGNX
COGNEX CORP
+$161.9K
13,492
-3%
增持
RTX
RTX CORPORATION
+$161.6K
6,219
+10%
减持
IWR
ISHARES TR
-$160.1K
14,334
-11%
减持
IEFA
ISHARES TR
-$155.1K
204,067
-2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$139.6K
719
+7%
增持
—
TRANE TECHNOLOGIES PLC
+$135.4K
4,214
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$130.9K
6,028
+22%
减持
IMCG
ISHARES TR
-$124.6K
31,182
-4%
增持
SNPS
SYNOPSYS INC
+$119.8K
4,047
+28%
减持
DIS
DISNEY WALT CO
-$118.4K
5,015
-5%
减持
GEV
GE VERNOVA INC
+$118.1K
2,729
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$117.9K
1,422
-9%
增持
TJX
TJX COS INC NEW
+$107.6K
16,160
+0%
减持
SHOP
SHOPIFY INC
-$105.5K
2,323
-2%
减持
IUSV
ISHARES TR
-$104.4K
26,971
-3%
增持
TLH
ISHARES TR
+$103.8K
4,826
+28%
