KCM INVESTMENT ADVISORS LLC
GREENBRAE CA · SEC CIK 0001109228
$33.67亿2026Q2 申报市值
400持仓数
34.8%前十大占比 · 第一大 7.7%
25 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XLV 加仓+$361.13万
XLY 加仓+$359.60万
SMH 加仓+$148.82万
XBI 加仓+$147.90万
HONA 新建仓+$138.55万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$555.08万
ABT 减仓-$473.62万
MCD 减仓-$418.23万
AAPL 减仓-$265.52万
SOXX 减仓-$259.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -32,717 | -100.0% | -$555.08万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -22,140 | -100.0% | -$182.28万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -31,643 | -100.0% | -$158.91万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -7,275 | -100.0% | -$65.78万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2,515 | -100.0% | -$44.73万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -6,022 | -100.0% | -$41.10万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -7,475 | -100.0% | -$39.27万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -9,367 | -100.0% | -$32.92万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,957 | -100.0% | -$28.00万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -936 | -100.0% | -$27.64万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,537 | -100.0% | -$25.87万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,688 | -100.0% | -$24.38万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,518 | -100.0% | -$23.52万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,594 | -100.0% | -$23.32万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,089 | -100.0% | -$22.44万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,391 | -100.0% | -$21.87万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,251 | -100.0% | -$21.60万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -381 | -100.0% | -$21.41万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -1,774 | -100.0% | -$20.49万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -651 | -100.0% | -$20.46万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,500 | -100.0% | -$20.41万 | 清仓 |