King Wealth Management Group
SARATOGA SPRINGS NY · SEC CIK 0001568235
$8.00亿2026Q1 申报市值
158持仓数
56.6%前十大占比 · 第一大 14.0%
5 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$468.83万
TSLA 加仓+$259.63万
AMZN 加仓+$191.04万
VTV 加仓+$168.94万
UTHR 加仓+$157.15万
2026Q1 卖出最多 按季末市值估算
BXSL 清仓-$389.90万
CI 减仓-$280.08万
ORCL 减仓-$223.76万
APO 清仓-$88.30万
TEVA PHARMACEUTI 减仓-$75.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR IVV | $1.12亿 | 14.05% | 171,969 | 1,125 | 0.7% | $73.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,938.30万 | 8.68% | 120,210 | -69 | -0.1% | -$3.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF SPY | $5,281.60万 | 6.60% | 81,213 | 7,209 | 9.7% | $468.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,270.90万 | 5.34% | 115,377 | 2,465 | 2.2% | $91.25万 | 加仓 |
| AAPL | APPLE INC | $3,777.10万 | 4.72% | 148,829 | 586 | 0.4% | $14.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,772.80万 | 4.72% | 216,333 | 672 | 0.3% | $11.72万 | 加仓 |
| IJH | ISHARES TR IJH | $2,772.90万 | 3.47% | 410,619 | 10,107 | 2.5% | $68.25万 | 加仓 |
| IJR | ISHARES TR IJR | $2,562.40万 | 3.20% | 206,133 | 5,407 | 2.7% | $67.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,379.30万 | 2.98% | 80,885 | 486 | 0.6% | $14.30万 | 加仓 |
| GOOGL | ALPHABET INC GOOGL | $2,268.00万 | 2.84% | 78,871 | 541 | 0.7% | $15.56万 | 加仓 |
| V | VISA INC | $2,195.90万 | 2.75% | 72,654 | -52 | -0.1% | -$1.57万 | 减仓 |
| AMZN | AMAZON COM INC | $1,779.30万 | 2.22% | 85,443 | 9,174 | 12.0% | $191.04万 | 加仓 |
| WMT | WALMART INC | $1,690.80万 | 2.11% | 136,044 | -20 | -0.0% | -$2,486 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,409.20万 | 1.76% | 15,741 | 206 | 1.3% | $18.44万 | 加仓 |
| META | META PLATFORMS INC | $1,369.40万 | 1.71% | 23,935 | 728 | 3.1% | $41.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,339.60万 | 1.68% | 13,444 | 136 | 1.0% | $13.55万 | 加仓 |
| ITOT | ISHARES TR ITOT | $1,285.80万 | 1.61% | 90,275 | -1,651 | -1.8% | -$23.52万 | 减仓 |
| FTEC | FIDELITY COVINGTON TR FTEC | $1,088.40万 | 1.36% | 52,316 | -1,334 | -2.5% | -$27.75万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,055.30万 | 1.32% | 27,032 | -543 | -2.0% | -$21.20万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,022.60万 | 1.28% | 16,920 | 188 | 1.1% | $11.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS VTV | $927.60万 | 1.16% | 47,280 | 8,611 | 22.3% | $168.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $829.10万 | 1.04% | 16,593 | -132 | -0.8% | -$6.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR XLE | $817.90万 | 1.02% | 133,509 | 919 | 0.7% | $5.63万 | 加仓 |
| MCD | MCDONALDS CORP | $769.60万 | 0.96% | 24,761 | -615 | -2.4% | -$19.11万 | 减仓 |
| IEFA | ISHARES TR IEFA | $766.50万 | 0.96% | 84,670 | 2,049 | 2.5% | $18.55万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES DIA | $745.60万 | 0.93% | 16,096 | 17 | 0.1% | $7,875 | 加仓 |
| LLY | ELI LILLY & CO | $684.00万 | 0.86% | 7,436 | -73 | -1.0% | -$6.71万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $662.60万 | 0.83% | 45,298 | 905 | 2.0% | $13.24万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $656.30万 | 0.82% | 15,747 | 1,103 | 7.5% | $45.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS VOE | $549.30万 | 0.69% | 29,809 | -580 | -1.9% | -$10.69万 | 减仓 |
| — | EXXON MOBIL CORP | $542.40万 | 0.68% | 31,972 | 450 | 1.4% | $7.63万 | 加仓 |
| VO | VANGUARD INDEX FDS VO | $500.60万 | 0.63% | 17,431 | -516 | -2.9% | -$14.82万 | 减仓 |
| IEMG | ISHARES INC IEMG | $476.50万 | 0.60% | 68,320 | 1,682 | 2.5% | $11.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $471.80万 | 0.59% | 22,801 | 2,116 | 10.2% | $43.78万 | 加仓 |
| IJJ | ISHARES TR IJJ | $442.90万 | 0.55% | 33,426 | -408 | -1.2% | -$5.41万 | 减仓 |
| PEP | PEPSICO INC | $411.60万 | 0.51% | 26,504 | 767 | 3.0% | $11.91万 | 加仓 |
| NFLX | NETFLIX INC. | $390.40万 | 0.49% | 40,599 | 2,687 | 7.1% | $25.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $374.40万 | 0.47% | 15,318 | 218 | 1.4% | $5.33万 | 加仓 |
| HD | HOME DEPOT INC | $356.10万 | 0.45% | 10,827 | -979 | -8.3% | -$32.20万 | 减仓 |
| TSLA | TESLA INC | $339.90万 | 0.43% | 9,142 | 6,983 | 323.4% | $259.63万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $331.30万 | 0.41% | 110,000 | -25,000 | -18.5% | -$75.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $296.70万 | 0.37% | 20,543 | 1,040 | 5.3% | $15.02万 | 加仓 |
| ORCL | ORACLE CORP | $288.20万 | 0.36% | 19,592 | -15,211 | -43.7% | -$223.76万 | 减仓 |
| CAT | CATERPILLAR INC | $250.60万 | 0.31% | 3,537 | 82 | 2.4% | $5.81万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $246.10万 | 0.31% | 4,150 | 2,650 | 176.7% | $157.15万 | 加仓 |
| BX | BLACKSTONE INC | $210.70万 | 0.26% | 18,324 | 5 | 0.0% | $575 | 加仓 |
| CI | THE CIGNA GROUP | $172.50万 | 0.22% | 6,467 | -10,500 | -61.9% | -$280.08万 | 减仓 |
| GEV | GE VERNOVA INC | $165.70万 | 0.21% | 1,898 | 58 | 3.2% | $5.06万 | 加仓 |
| SHY | ISHARES TR SHY | $163.40万 | 0.20% | 19,788 | 1,450 | 7.9% | $11.97万 | 加仓 |
| IJS | ISHARES TR IJS | $159.10万 | 0.20% | 13,436 | -444 | -3.2% | -$5.26万 | 减仓 |
| UNP | UNION PAC CORP | $156.80万 | 0.20% | 6,462 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $156.30万 | 0.20% | 2,615 | 17 | 0.7% | $1.02万 | 加仓 |
| LQD | ISHARES TR LQD | $156.00万 | 0.20% | 14,311 | -595 | -4.0% | -$6.49万 | 减仓 |
| VB | VANGUARD INDEX FDS VB | $140.90万 | 0.18% | 5,381 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VTI | $139.30万 | 0.17% | 4,343 | 14 | 0.3% | $4,490 | 加仓 |
| IVE | ISHARES TR IVE | $138.30万 | 0.17% | 6,550 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $132.20万 | 0.17% | 3,911 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $125.10万 | 0.16% | 2,908 | 12 | 0.4% | $5,162 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.00万 | 0.15% | 2,504 | 108 | 4.5% | $5.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $119.10万 | 0.15% | 11,604 | 52 | 0.5% | $5,337 | 加仓 |
| AGG | ISHARES TR AGG | $116.90万 | 0.15% | 11,778 | -268 | -2.2% | -$2.66万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $114.10万 | 0.14% | 30,152 | 328 | 1.1% | $1.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS VBR | $110.60万 | 0.14% | 5,093 | -56 | -1.1% | -$1.22万 | 减仓 |
| BLK | BLACKROCK INC | $110.50万 | 0.14% | 1,149 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $110.40万 | 0.14% | 21,995 | -35 | -0.2% | -$1,757 | 减仓 |
| GE | GE AEROSPACE | $106.50万 | 0.13% | 3,753 | 150 | 4.2% | $4.26万 | 加仓 |
| GOOG | ALPHABET INC | $105.70万 | 0.13% | 3,685 | -284 | -7.2% | -$8.15万 | 减仓 |
| BP | BP PLC | $101.50万 | 0.13% | 21,600 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR IEF | $98.20万 | 0.12% | 10,285 | 125 | 1.2% | $1.19万 | 加仓 |
| MRK | MERCK & CO INC | $95.00万 | 0.12% | 7,895 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR PFF | $94.80万 | 0.12% | 31,254 | -1,506 | -4.6% | -$4.57万 | 减仓 |
| RTX | RTX CORPORATION | $91.40万 | 0.11% | 4,740 | 20 | 0.4% | $3,857 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.30万 | 0.11% | 1,067 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR FBND | $88.30万 | 0.11% | 19,357 | -1,172 | -5.7% | -$5.35万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR VRP | $87.90万 | 0.11% | 36,652 | 674 | 1.9% | $1.62万 | 加仓 |
| QCOM | QUALCOMM INC | $86.70万 | 0.11% | 6,730 | 3,066 | 83.7% | $39.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $85.50万 | 0.11% | 4,000 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $84.90万 | 0.11% | 4,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $83.90万 | 0.10% | 2,712 | 9 | 0.3% | $2,784 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $82.90万 | 0.10% | 4,181 | -13 | -0.3% | -$2,578 | 减仓 |
| WM | WASTE MGMT INC DEL | $82.40万 | 0.10% | 3,586 | -7 | -0.2% | -$1,608 | 减仓 |
| IWF | ISHARES TR IWF | $82.00万 | 0.10% | 1,922 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $77.40万 | 0.10% | 10,175 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS VUG | $76.70万 | 0.10% | 1,757 | -4 | -0.2% | -$1,746 | 减仓 |
| CASY | CASEYS GEN STORES INC | $76.40万 | 0.10% | 1,050 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $75.10万 | 0.09% | 7,632 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $72.20万 | 0.09% | 4,522 | -26 | -0.6% | -$4,151 | 减仓 |
| ETN | EATON CORP PLC | $72.10万 | 0.09% | 2,015 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $69.10万 | 0.09% | 3,058 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $62.80万 | 0.08% | 2,542 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $62.30万 | 0.08% | 3,063 | 10 | 0.3% | $2,034 | 加仓 |
| VXF | VANGUARD INDEX FDS VXF | $61.10万 | 0.08% | 2,970 | 6 | 0.2% | $1,234 | 加仓 |
| ABBV | ABBVIE INC | $58.50万 | 0.07% | 2,692 | 23 | 0.9% | $4,998 | 加仓 |
| GLDM | WORLD GOLD TR GLDM | $58.40万 | 0.07% | 6,301 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $58.40万 | 0.07% | 4,295 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $56.40万 | 0.07% | 29,236 | -847 | -2.8% | -$1.63万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.20万 | 0.07% | 2,765 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $54.00万 | 0.07% | 19,221 | -356 | -1.8% | -$1.00万 | 减仓 |
| AWR | AMER STATES WTR CO | $52.90万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED PPA | $52.80万 | 0.07% | 3,189 | 0 | 0.0% | — | 不变 |