KWMG, LLC
OVERLAND PARK KS · SEC CIK 0001633024
$11.98亿2026Q1 申报市值
147持仓数
30.2%前十大占比 · 第一大 5.3%
4 / 5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
BSV 加仓+$151.99万
BND 加仓+$129.38万
XLV 加仓+$126.35万
VOT 加仓+$121.08万
TIP 加仓+$119.27万
2026Q1 卖出最多 按季末市值估算
STX 减仓-$182.80万
VV 清仓-$109.46万
ITOT 清仓-$104.78万
LRCX 减仓-$92.24万
Q 减仓-$86.38万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,477 | -100.0% | -$109.46万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -7,047 | -100.0% | -$104.78万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX | $0 | 0.00% | 0 | -9,257 | -100.0% | -$68.09万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -508 | -100.0% | -$30.65万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -429 | -100.0% | -$24.50万 | 清仓 |
| — | MAXCYTE INC | $1.81万 | 0.00% | 25,833 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.58万 | 0.02% | 665 | 10 | 1.5% | $3,095 | 加仓 |
| HYD | VANECK ETF TRUST | $20.93万 | 0.02% | 4,174 | -190 | -4.4% | -$9,527 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.71万 | 0.02% | 1,310 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $22.88万 | 0.02% | 2,874 | -28 | -1.0% | -$2,229 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $23.34万 | 0.02% | 1,122 | 1,122 | — | $23.34万 | 新建仓 |
| PWR | QUANTA SVCS INC | $23.94万 | 0.02% | 436 | -62 | -12.4% | -$3.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.15万 | 0.02% | 7,871 | 7,871 | — | $24.15万 | 新建仓 |
| TMUS | T-MOBILE US INC | $24.43万 | 0.02% | 1,163 | -51 | -4.2% | -$1.07万 | 减仓 |
| TQQQ | PROSHARES TR | $24.69万 | 0.02% | 5,924 | -600 | -9.2% | -$2.50万 | 减仓 |
| IAU | ISHARES GOLD TR | $27.01万 | 0.02% | 3,064 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.63万 | 0.02% | 483 | -146 | -23.2% | -$8.35万 | 减仓 |
| GRMN | GARMIN LTD | $28.40万 | 0.02% | 1,224 | 12 | 1.0% | $2,784 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.49万 | 0.02% | 11,351 | 833 | 7.9% | $2.09万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $30.07万 | 0.03% | 13,085 | -21 | -0.2% | -$483 | 减仓 |
| ABBV | ABBVIE INC | $30.38万 | 0.03% | 1,397 | -15 | -1.1% | -$3,262 | 减仓 |
| MCD | MCDONALDS CORP | $32.17万 | 0.03% | 1,035 | -1 | -0.1% | -$311 | 减仓 |
| CAT | CATERPILLAR INC | $35.49万 | 0.03% | 501 | -2 | -0.4% | -$1,417 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.90万 | 0.03% | 4,656 | -323 | -6.5% | -$2.49万 | 减仓 |
| IGF | ISHARES TR | $36.97万 | 0.03% | 5,518 | -394 | -6.7% | -$2.64万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.38万 | 0.03% | 15,103 | 15,103 | — | $37.38万 | 新建仓 |
| IJJ | ISHARES TR | $38.28万 | 0.03% | 2,889 | 67 | 2.4% | $8,878 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $41.92万 | 0.03% | 3,842 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $42.00万 | 0.04% | 10,178 | -1,061 | -9.4% | -$4.38万 | 减仓 |
| VB | VANGUARD INDEX FDS | $42.28万 | 0.04% | 1,614 | 15 | 0.9% | $3,929 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.74万 | 0.04% | 3,090 | 34 | 1.1% | $4,703 | 加仓 |
| IJR | ISHARES TR | $45.60万 | 0.04% | 3,669 | -94 | -2.5% | -$1.17万 | 减仓 |
| KO | COCA COLA CO | $46.92万 | 0.04% | 6,170 | -509 | -7.6% | -$3.87万 | 减仓 |
| SYK | STRYKER CORPORATION | $47.07万 | 0.04% | 1,432 | 3 | 0.2% | $986 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.25万 | 0.04% | 2,858 | -18 | -0.6% | -$2,976 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $50.07万 | 0.04% | 4,594 | -518 | -10.1% | -$5.65万 | 减仓 |
| LOW | LOWES COS INC | $50.37万 | 0.04% | 2,132 | -48 | -2.2% | -$1.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $50.71万 | 0.04% | 1,724 | -18 | -1.0% | -$5,295 | 减仓 |
| VOO | VANGUARD INDEX FDS | $52.62万 | 0.04% | 881 | 163 | 22.7% | $9.74万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $54.04万 | 0.05% | 5,520 | 5,520 | — | $54.04万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $57.41万 | 0.05% | 2,349 | -28 | -1.2% | -$6,844 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $60.49万 | 0.05% | 49,063 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $61.21万 | 0.05% | 4,238 | -694 | -14.1% | -$10.02万 | 减仓 |
| SDY | SPDR SERIES TRUST | $65.50万 | 0.05% | 4,488 | 48 | 1.1% | $7,005 | 加仓 |
| UPRO | PROSHARES TR | $66.34万 | 0.06% | 6,840 | 13 | 0.2% | $1,261 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.32万 | 0.06% | 1,097 | 52 | 5.0% | $3.38万 | 加仓 |
| GOOGL | ALPHABET INC | $75.63万 | 0.06% | 2,630 | -563 | -17.6% | -$16.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.57万 | 0.07% | 789 | -8 | -1.0% | -$7,966 | 减仓 |
| IJH | ISHARES TR | $85.61万 | 0.07% | 12,677 | -61 | -0.5% | -$4,119 | 减仓 |
| — | SPDR SERIES TRUST | $87.91万 | 0.07% | 5,997 | -940 | -13.6% | -$13.78万 | 减仓 |
| — | HONEYWELL INTL INC | $89.39万 | 0.07% | 3,955 | -12 | -0.3% | -$2,712 | 减仓 |
| VO | VANGUARD INDEX FDS | $99.34万 | 0.08% | 3,459 | -106 | -3.0% | -$3.04万 | 减仓 |
| IEFA | ISHARES TR | $100.06万 | 0.08% | 11,053 | -49 | -0.4% | -$4,436 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $103.30万 | 0.09% | 20,263 | -2,312 | -10.2% | -$11.79万 | 减仓 |
| GOOG | ALPHABET INC | $119.67万 | 0.10% | 4,172 | -381 | -8.4% | -$10.93万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $120.40万 | 0.10% | 48,548 | -4,140 | -7.9% | -$10.27万 | 减仓 |
| VCR | VANGUARD WORLD FD | $136.36万 | 0.11% | 3,798 | -115 | -2.9% | -$4.13万 | 减仓 |
| SHM | SPDR SERIES TRUST | $144.49万 | 0.12% | 30,209 | -1,296 | -4.1% | -$6.20万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $154.42万 | 0.13% | 30,676 | -2,349 | -7.1% | -$11.82万 | 减仓 |
| AMZN | AMAZON COM INC | $164.86万 | 0.14% | 7,916 | -200 | -2.5% | -$4.17万 | 减仓 |
| SUB | ISHARES TR | $185.35万 | 0.15% | 17,404 | -1,227 | -6.6% | -$13.07万 | 减仓 |
| MUB | ISHARES TR | $187.23万 | 0.16% | 17,638 | -1,056 | -5.6% | -$11.21万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $190.50万 | 0.16% | 16,511 | -7,487 | -31.2% | -$86.38万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $228.48万 | 0.19% | 39,406 | 974 | 2.5% | $5.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $234.13万 | 0.20% | 13,425 | -215 | -1.6% | -$3.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $274.33万 | 0.23% | 12,756 | -283 | -2.2% | -$6.09万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.24% | 4 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $360.13万 | 0.30% | 66,790 | 5,361 | 8.7% | $28.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $369.62万 | 0.31% | 11,522 | 28 | 0.2% | $8,982 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $398.88万 | 0.33% | 213,646 | 17,760 | 9.1% | $33.16万 | 加仓 |
| LEN | LENNAR CORP | $432.53万 | 0.36% | 49,808 | 3,136 | 6.7% | $27.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $455.36万 | 0.38% | 10,425 | 70 | 0.7% | $3.06万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $457.28万 | 0.38% | 99,842 | 9,426 | 10.4% | $43.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $457.73万 | 0.38% | 9,552 | 149 | 1.6% | $7.14万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $521.67万 | 0.44% | 54,076 | 3,041 | 6.0% | $29.34万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $522.43万 | 0.44% | 486,436 | 22,195 | 4.8% | $23.84万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $532.22万 | 0.44% | 149,082 | 6,161 | 4.3% | $21.99万 | 加仓 |
| IVV | ISHARES TR | $555.09万 | 0.46% | 8,498 | -8 | -0.1% | -$5,226 | 减仓 |
| IGV | ISHARES TR | $572.73万 | 0.48% | 71,547 | 2,539 | 3.7% | $20.32万 | 加仓 |
| AAPL | APPLE INC | $577.00万 | 0.48% | 22,735 | -846 | -3.6% | -$21.47万 | 减仓 |
| EMN | EASTMAN CHEM CO | $587.07万 | 0.49% | 76,922 | 3,725 | 5.1% | $28.43万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $593.31万 | 0.50% | 148,886 | 5,413 | 3.8% | $21.57万 | 加仓 |
| HD | HOME DEPOT INC | $621.13万 | 0.52% | 18,886 | 586 | 3.2% | $19.27万 | 加仓 |
| PFE | PFIZER INC | $656.10万 | 0.55% | 233,654 | 9,051 | 4.0% | $25.42万 | 加仓 |
| AON | AON PLC | $659.12万 | 0.55% | 20,420 | 711 | 3.6% | $22.95万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $663.91万 | 0.55% | 98,825 | 2,898 | 3.0% | $19.47万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $671.72万 | 0.56% | 65,361 | 2,296 | 3.6% | $23.60万 | 加仓 |
| BA | BOEING CO | $679.37万 | 0.57% | 34,134 | 1,031 | 3.1% | $20.52万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $685.08万 | 0.57% | 37,553 | 1,086 | 3.0% | $19.81万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $687.09万 | 0.57% | 100,782 | 470 | 0.5% | $3.20万 | 加仓 |
| DG | DOLLAR GEN CORP | $699.43万 | 0.58% | 58,909 | 750 | 1.3% | $8.90万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $699.98万 | 0.58% | 259,926 | 7,547 | 3.0% | $20.32万 | 加仓 |
| CSL | CARLISLE COS INC | $702.94万 | 0.59% | 21,070 | 518 | 2.5% | $17.28万 | 加仓 |
| — | SEALED AIR CORP NEW | $726.90万 | 0.61% | 172,866 | 4,037 | 2.4% | $16.98万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $731.95万 | 0.61% | 30,197 | 762 | 2.6% | $18.47万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $771.79万 | 0.64% | 95,803 | 2,755 | 3.0% | $22.19万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $772.67万 | 0.65% | 113,594 | 2,418 | 2.2% | $16.45万 | 加仓 |
| EIX | EDISON INTL | $776.35万 | 0.65% | 106,087 | 2,444 | 2.4% | $17.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $777.85万 | 0.65% | 21,013 | 672 | 3.3% | $24.88万 | 加仓 |