13F 机构持仓

KCM INVESTMENT ADVISORS LLC

GREENBRAE CA · SEC CIK 0001109228

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$33.67亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

XLK 7.7%
AAPL 7.1%
MSFT 3.2%
COST 3.1%
GOOGL 2.8%
AMZN 2.3%
NVDA 2.2%
JPM 2.2%
VGT 2.2%
WMT 1.9%

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
XLK SELECT SECTOR SPDR TR $2.58亿7.67%1,355,853 7,2520.5% $138.17万 加仓
AAPL APPLE INC $2.40亿7.14%830,626 -9,176-1.1% -$265.52万 减仓
MSFT MICROSOFT CORP $1.09亿3.24%292,283 2,8101.0% $104.82万 加仓
COST COSTCO WHOLESALE CORPORATION $1.04亿3.09%111,264 -1,121-1.0% -$104.87万 减仓
GOOGL ALPHABET INC $9,569.83万2.84%267,785 -2,560-0.9% -$91.49万 减仓
AMZN AMAZON COM INC $7,869.87万2.34%330,195 1,0880.3% $25.93万 加仓
NVDA NVIDIA CORPORATION $7,460.54万2.22%372,859 2,7870.8% $55.77万 加仓
JPM JPMORGAN CHASE & CO $7,448.22万2.21%227,545 2,7911.2% $91.36万 加仓
VGT VANGUARD WORLD FD $7,380.15万2.19%617,483 6,3711.0% $76.15万 加仓
WMT WALMART INC $6,307.50万1.87%556,905 -451-0.1% -$5.11万 减仓
XLY SELECT SECTOR SPDR TR $6,179.01万1.84%526,859 30,6626.2% $359.60万 加仓
XLV SELECT SECTOR SPDR TR $5,543.21万1.65%349,376 22,7617.0% $361.13万 加仓
XLC SELECT SECTOR SPDR TR $5,419.71万1.61%505,901 7,9331.6% $84.99万 加仓
CAT CATERPILLAR INC $5,301.84万1.57%49,787 5121.0% $54.52万 加仓
CVX CHEVRON CORPORATION $5,171.98万1.54%312,016 -2,584-0.8% -$42.83万 减仓
V VISA INC $5,148.10万1.53%150,051 -1,354-0.9% -$46.45万 减仓
GOOG ALPHABET INC $5,100.81万1.51%144,364 -1,403-1.0% -$49.57万 减仓
XLI SELECT SECTOR SPDR TR $4,887.19万1.45%263,844 -9,818-3.6% -$181.86万 减仓
HD HOME DEPOT INC $4,774.97万1.42%135,391 -1,241-0.9% -$43.77万 减仓
JNJ JOHNSON & JOHNSON $4,771.14万1.42%187,862 1,5820.8% $40.18万 加仓
XLF SELECT SECTOR SPDR TR $4,655.83万1.38%868,463 8,4301.0% $45.19万 加仓
VOX VANGUARD WORLD FD $4,643.41万1.38%252,428 4,4041.8% $81.01万 加仓
TT TRANE TECHNOLOGIES PLC $4,624.58万1.37%94,156 -423-0.4% -$20.78万 减仓
KLAC KLA CORP $4,299.57万1.28%142,507 -5,953-4.0% -$179.61万 减仓
QQQ INVESCO QQQ TR $4,281.53万1.27%58,141 -983-1.7% -$72.39万 减仓
WM WASTE MGMT INC DEL $4,060.87万1.21%182,200 -2,864-1.5% -$63.83万 减仓
VTI VANGUARD INDEX FDS $3,810.55万1.13%102,977 -1,369-1.3% -$50.66万 减仓
VCR VANGUARD WORLD FD $3,557.57万1.06%89,699 3,2133.7% $127.43万 加仓
XLP SELECT SECTOR SPDR TR $3,524.57万1.05%424,290 16,4564.0% $136.70万 加仓
XLE SELECT SECTOR SPDR TR $3,426.56万1.02%645,182 -1,343-0.2% -$7.13万 减仓
ADP AUTOMATIC DATA PROCESSING IN $3,186.87万0.95%142,303 -4,570-3.1% -$102.35万 减仓
AMGN AMGEN INC $3,181.23万0.94%87,850 5990.7% $21.69万 加仓
VIS VANGUARD WORLD FD $3,121.60万0.93%86,620 -213-0.2% -$7.68万 减仓
AMAT APPLIED MATLS INC $3,101.90万0.92%42,903 -642-1.5% -$46.42万 减仓
NEE NEXTERA ENERGY INC $3,068.87万0.91%349,649 -3,917-1.1% -$34.38万 减仓
LLY ELI LILLY & CO $2,953.61万0.88%24,625 4061.7% $48.70万 加仓
VRT VERTIV HOLDINGS CO $2,841.28万0.84%84,860 -149-0.2% -$4.99万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2,818.07万0.84%37,737 4621.2% $34.50万 加仓
VFH VANGUARD WORLD FD $2,638.70万0.78%200,509 7,0253.6% $92.45万 加仓
PG PROCTER & GAMBLE CO $2,503.93万0.74%170,753 -4,536-2.6% -$66.52万 减仓
BX BLACKSTONE INC $2,418.66万0.72%205,546 -3,666-1.8% -$43.14万 减仓
AVGO BROADCOM INC $2,328.54万0.69%61,642 -416-0.7% -$15.71万 减仓
CSL CARLISLE COS INC $2,090.13万0.62%57,619 -775-1.3% -$28.11万 减仓
SOXX ISHARES TR $2,039.23万0.61%31,825 -4,048-11.3% -$259.38万 减仓
ABBV ABBVIE INC $1,917.44万0.57%76,198 -593-0.8% -$14.92万 减仓
ECL ECOLAB INC $1,887.31万0.56%67,740 -197-0.3% -$5.49万 减仓
BAC BANK OF AMER CORP $1,791.42万0.53%314,395 -5,597-1.7% -$31.89万 减仓
VHT VANGUARD WORLD FD $1,705.78万0.51%57,047 3,4146.4% $102.08万 加仓
MCD MCDONALDS CORP $1,631.65万0.48%60,362 -15,472-20.4% -$418.23万 减仓
SMH VANECK ETF TRUST $1,621.90万0.48%24,728 2,26910.1% $148.82万 加仓
SCCO SOUTHERN COPPER CORP $1,556.42万0.46%89,316 3,2343.8% $56.36万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,489.06万0.44%29,758 6412.2% $32.07万 加仓
SDY SPDR SERIES TRUST $1,407.34万0.42%92,479 -223-0.2% -$3.39万 减仓
XLU SELECT SECTOR SPDR TR $1,359.58万0.40%299,863 1620.1% $7,345 加仓
VDC VANGUARD WORLD FD $1,306.07万0.39%57,921 2580.4% $5.82万 加仓
— WELLS FARGO & CO $1,259.60万0.37%10,887 -229-2.1% -$26.49万 减仓
DHR DANAHER CORP DEL $1,200.92万0.36%63,047 -2,220-3.4% -$42.29万 减仓
APD AIR PRODUCTS AND CHEMICALS I $1,155.74万0.34%39,421 -478-1.2% -$14.01万 减仓
XLB SELECT SECTOR SPDR TR $1,148.86万0.34%226,020 2,2351.0% $11.36万 加仓
O REALTY INCOME CORP $1,146.20万0.34%184,991 -2,015-1.1% -$12.48万 减仓
GLW CORNING INC $1,143.97万0.34%44,786 -1,433-3.1% -$36.60万 减仓
CSCO CISCO SYS INC $1,140.11万0.34%97,064 -2,298-2.3% -$26.99万 减仓
NLR VANECK ETF TRUST $1,088.80万0.32%93,878 7,8909.2% $91.51万 加仓
SBUX STARBUCKS CORP $991.40万0.29%97,016 -747-0.8% -$7.63万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $982.69万0.29%13,972 -40-0.3% -$2.81万 减仓
VZ VERIZON COMMUNICATIONS INC $967.66万0.29%228,546 -3,038-1.3% -$12.86万 减仓
VAW VANGUARD WORLD FD $889.12万0.26%38,862 -3,630-8.5% -$83.05万 减仓
IVV ISHARES TR $886.60万0.26%11,839 830.7% $6.22万 加仓
SCHW SCHWAB CHARLES CORP $860.10万0.26%93,216 -127-0.1% -$1.17万 减仓
DVY ISHARES TR $823.24万0.24%52,670 -177-0.3% -$2.77万 减仓
VNQ VANGUARD INDEX FDS $814.08万0.24%84,422 1390.2% $1.34万 加仓
LH LABCORP HOLDINGS INC $812.67万0.24%29,024 -576-1.9% -$16.13万 减仓
CW CURTISS WRIGHT CORP $811.11万0.24%10,704 2592.5% $19.63万 加仓
LOW LOWES COS INC $768.82万0.23%34,869 -2,131-5.8% -$46.99万 减仓
KMB KIMBERLY-CLARK CORP $753.23万0.22%68,619 -3,614-5.0% -$39.67万 减仓
ETN EATON CORP PLC $736.83万0.22%17,292 150.1% $6,392 加仓
LHX L3HARRIS TECHNOLOGIES INC $729.96万0.22%25,120 -148-0.6% -$4.30万 减仓
LIN LINDE PLC $721.48万0.21%13,903 -222-1.6% -$11.52万 减仓
VDE VANGUARD WORLD FD $712.22万0.21%47,440 -2,328-4.7% -$34.95万 减仓
ABT ABBOTT LABORATORIES $697.41万0.21%76,858 -52,195-40.4% -$473.62万 减仓
VPU VANGUARD WORLD FD $692.00万0.21%35,355 -287-0.8% -$5.62万 减仓
GD GENERAL DYNAMICS CORP $690.40万0.21%19,490 -149-0.8% -$5.28万 减仓
MRK MERCK & CO INC $685.62万0.20%53,356 -312-0.6% -$4.01万 减仓
SCHB SCHWAB STRATEGIC TR $670.56万0.20%231,547 -1,781-0.8% -$5.16万 减仓
GS GOLDMAN SACHS GROUP INC $668.43万0.20%6,609 590.9% $5.97万 加仓
ROST ROSS STORES INC $651.43万0.19%30,605 -325-1.1% -$6.92万 减仓
FTNT FORTINET INC $640.07万0.19%41,666 -191-0.5% -$2.93万 减仓
XLRE SELECT SECTOR SPDR TR $630.32万0.19%143,158 9,8907.4% $43.55万 加仓
QCOM QUALCOMM INC $612.74万0.18%33,159 -1,136-3.3% -$20.99万 减仓
TSLA TESLA INC $586.61万0.17%13,947 -246-1.7% -$10.35万 减仓
LRCX LAM RESEARCH CORP $584.45万0.17%13,487 7646.0% $33.11万 加仓
CB CHUBB LIMITED $564.07万0.17%16,554 -159-1.0% -$5.42万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $534.88万0.16%11,200 1511.4% $7.21万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $531.60万0.16%65,501 -476-0.7% -$3.86万 减仓
FDIS FIDELITY COVINGTON TRUST $521.13万0.15%50,674 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $519.84万0.15%163,934 2030.1% $6,437 加仓
TRV TRAVELERS COMPANIES INC $509.90万0.15%15,446 -886-5.4% -$29.25万 减仓
DE DEERE & CO $505.51万0.15%7,969 -56-0.7% -$3.55万 减仓
VUG VANGUARD INDEX FDS $460.53万0.14%53,463 -5,301-9.0% -$45.66万 减仓
VIG VANGUARD SPECIALIZED FUNDS $445.85万0.13%18,842 -111-0.6% -$2.63万 减仓