CKW FINANCIAL GROUP
HONOLULU HI · SEC CIK 0001600403
$9.17亿2026Q1 申报市值
166持仓数
96.5%前十大占比 · 第一大 45.1%
2 / 18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
IVV 加仓+$490.45万
IEFA 加仓+$78.45万
IJH 加仓+$59.08万
BRK/B 加仓+$52.64万
VONG 加仓+$30.07万
2026Q1 卖出最多 按季末市值估算
MCD 减仓-$233.39万
GOOGL 减仓-$183.18万
VEU 减仓-$45.43万
EMXC 减仓-$35.09万
ALEXANDER &BALDW 清仓-$34.60万
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 CORE S&P 500 ETF | $4.14亿 | 45.13% | 628,924 | 7,453 | 1.2% | $490.45万 | 加仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $1.99亿 | 21.72% | 2,167,028 | 8,536 | 0.4% | $78.45万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $8,661.20万 | 9.45% | 1,232,387 | -4,725 | -0.4% | -$33.21万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $6,228.10万 | 6.79% | 914,546 | 8,675 | 1.0% | $59.08万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | $4,145.40万 | 4.52% | 487,806 | 2,857 | 0.6% | $24.28万 | 加仓 |
| MCD | MCDONALD S CORP | $3,913.20万 | 4.27% | 127,346 | -7,595 | -5.6% | -$233.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $2,163.40万 | 2.36% | 284,316 | -5,971 | -2.1% | -$45.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $916.80万 | 1.00% | 52,163 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC COM NPV | $617.40万 | 0.67% | 37,436 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $523.70万 | 0.57% | 47,314 | 2,717 | 6.1% | $30.07万 | 加仓 |
| AAPL | APPLE INC | $392.10万 | 0.43% | 15,337 | -199 | -1.3% | -$5.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $350.70万 | 0.38% | 9,495 | -98 | -1.0% | -$3.62万 | 减仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $350.30万 | 0.38% | 25,083 | 1,580 | 6.7% | $22.07万 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $286.90万 | 0.31% | 9,714 | 8 | 0.1% | $2,363 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $189.70万 | 0.21% | 3,964 | 1,100 | 38.4% | $52.64万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $125.00万 | 0.14% | 1,907 | 3 | 0.2% | $1,966 | 加仓 |
| COST | COSTCO WHOLESALE CORP COM | $104.30万 | 0.11% | 1,047 | 25 | 2.4% | $2.49万 | 加仓 |
| JNJ | JOHNSON &JOHNSON COM | $103.00万 | 0.11% | 4,219 | 12 | 0.3% | $2,930 | 加仓 |
| TM | TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL | $94.80万 | 0.10% | 4,523 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC COM | $80.40万 | 0.09% | 32,200 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $74.10万 | 0.08% | 15,049 | -1,029 | -6.4% | -$5.07万 | 减仓 |
| ACWV | ISHARES INC MSCI GBL MIN VOL | $58.20万 | 0.06% | 4,868 | 101 | 2.1% | $1.21万 | 加仓 |
| IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $47.60万 | 0.05% | 1,959 | 6 | 0.3% | $1,458 | 加仓 |
| AMZN | AMAZON.COM INC | $37.90万 | 0.04% | 1,799 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | $36.60万 | 0.04% | 3,938 | -462 | -10.5% | -$4.29万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $35.00万 | 0.04% | 1,177 | -6,160 | -84.0% | -$183.18万 | 减仓 |
| SHYG | ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 | $34.60万 | 0.04% | 8,204 | -1,189 | -12.7% | -$5.01万 | 减仓 |
| MRSH | MARSH COMMON STOCK | $33.70万 | 0.04% | 1,963 | 6 | 0.3% | $1,030 | 加仓 |
| SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $32.40万 | 0.04% | 2,737 | 804 | 41.6% | $9.52万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $30.30万 | 0.03% | 1,037 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $30.00万 | 0.03% | 1,425 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM EUR0.001 | $29.90万 | 0.03% | 606 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $29.50万 | 0.03% | 1,505 | -56 | -3.6% | -$1.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $29.00万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM USD0.001 | $28.80万 | 0.03% | 6,002 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $28.00万 | 0.03% | 735 | 135 | 22.5% | $5.14万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $26.20万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW COM | $25.70万 | 0.03% | 1,301 | 2 | 0.2% | $395 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.50万 | 0.03% | 5,155 | -75 | -1.4% | -$3,710 | 减仓 |
| GEV | GE VERNOVA INC COM | $23.10万 | 0.03% | 258 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $21.50万 | 0.02% | 1,338 | 6 | 0.5% | $964 | 加仓 |
| NFLX | NETFLIX INC | $19.10万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $17.30万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MANUFACTURING CO | $16.70万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $16.00万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO COM | $16.00万 | 0.02% | 1,111 | 1 | 0.1% | $144 | 加仓 |
| NKE | NIKE INC CLASS B COM NPV | $15.10万 | 0.02% | 3,378 | 7 | 0.2% | $313 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $14.90万 | 0.02% | 2,756 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM USD1 | $13.40万 | 0.01% | 4,722 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL COM | $13.30万 | 0.01% | 11,356 | 66 | 0.6% | $773 | 加仓 |
| AFL | AFLAC INC COM | $13.30万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $13.10万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PACIFIC FINANCIAL CORP | $12.90万 | 0.01% | 4,009 | 14 | 0.4% | $450 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $12.70万 | 0.01% | 2,135 | 1,933 | 956.9% | $11.50万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $11.70万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| BOH | BANK OF HAWAII CORP | $11.70万 | 0.01% | 1,562 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES US TECHNOLOGY ETF | $10.00万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $10.00万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF | $9.80万 | 0.01% | 1,517 | 100 | 7.1% | $6,460 | 加仓 |
| AVGO | BROADCOM INC COM | $9.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM USD0.01 | $9.20万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #2554475 | $8.50万 | 0.01% | 1,502 | 6 | 0.4% | $340 | 加仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $8.30万 | 0.01% | 1,040 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $8.20万 | 0.01% | 482 | -33 | -6.4% | -$5,614 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $7.50万 | 0.01% | 7,711 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TRUST CORE 80/20 AGGRESSIVE ALLOCATION ETF | $6.90万 | 0.01% | 770 | 7 | 0.9% | $627 | 加仓 |
| ICSH | ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF | $6.50万 | 0.01% | 1,282 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM USD0.10 | $6.40万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $6.30万 | 0.01% | 1,103 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $6.20万 | 0.01% | 2,848 | 7 | 0.2% | $152 | 加仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $4.60万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.50万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $4.50万 | 0.00% | 532 | 2 | 0.4% | $169 | 加仓 |
| PFE | PFIZER INC | $4.20万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC COM CL A | $4.20万 | 0.00% | 2,752 | 2,752 | — | $4.20万 | 新建仓 |
| CSCO | CISCO SYSTEMS INC | $4.10万 | 0.00% | 523 | 1 | 0.2% | $78 | 加仓 |
| V | VISA INC | $3.70万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC COM USD0.000304635 | $3.50万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $3.50万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.30万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $3.10万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.90万 | 0.00% | 1,056 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $2.80万 | 0.00% | 116 | 5 | 4.5% | $1,207 | 加仓 |
| KO | COCA-COLA CO | $2.80万 | 0.00% | 368 | -6 | -1.6% | -$457 | 减仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $2.70万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $2.40万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $2.40万 | 0.00% | 80 | -20 | -20.0% | -$6,000 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $2.20万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM USD1.00 | $2.00万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $1.90万 | 0.00% | 189 | 5 | 2.7% | $503 | 加仓 |
| BIIB | BIOGEN INC COM USD0.0005 | $1.80万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $1.70万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $1.70万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.70万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.40万 | 0.00% | 196 | -84 | -30.0% | -$6,000 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $1.30万 | 0.00% | 291 | 1 | 0.3% | $45 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS | $1.20万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS | $1.10万 | 0.00% | 500 | -2,000 | -80.0% | -$4.40万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $1.10万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $1.10万 | 0.00% | 108 | 1 | 0.9% | $102 | 加仓 |