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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $779.78万 | 0.65% | 22,162 | 357 | 1.6% | $12.56万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $790.15万 | 0.66% | 22,017 | 398 | 1.8% | $14.28万 | 加仓 |
| TXT | TEXTRON INC | $799.34万 | 0.67% | 91,290 | 1,607 | 1.8% | $14.07万 | 加仓 |
| T | AT&T INC | $804.18万 | 0.67% | 277,399 | 6,957 | 2.6% | $20.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $819.92万 | 0.68% | 28,110 | 660 | 2.4% | $19.25万 | 加仓 |
| KR | KROGER CO | $827.54万 | 0.69% | 114,364 | 3,292 | 3.0% | $23.82万 | 加仓 |
| AFL | AFLAC INC | $829.06万 | 0.69% | 75,568 | 1,879 | 2.5% | $20.61万 | 加仓 |
| DAL | DELTA AIR LINES INC | $830.28万 | 0.69% | 124,891 | 2,206 | 1.8% | $14.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $837.88万 | 0.70% | 126,971 | 2,518 | 2.0% | $16.62万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $846.29万 | 0.71% | 76,339 | 5,060 | 7.1% | $56.10万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $860.50万 | 0.72% | 171,006 | 2,719 | 1.6% | $13.68万 | 加仓 |
| — | COTERRA ENERGY INC | $877.37万 | 0.73% | 249,678 | 4,773 | 1.9% | $16.77万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $913.59万 | 0.76% | 97,232 | 1,386 | 1.4% | $13.02万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $939.63万 | 0.78% | 114,617 | 3,377 | 3.0% | $27.68万 | 加仓 |
| NRG | NRG ENERGY INC | $987.70万 | 0.82% | 67,586 | 693 | 1.0% | $10.13万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,019.08万 | 0.85% | 41,735 | 600 | 1.5% | $14.65万 | 加仓 |
| TJX | TJX COS INC NEW | $1,025.93万 | 0.86% | 64,241 | 439 | 0.7% | $7.01万 | 加仓 |
| ROST | ROSS STORES INC | $1,076.09万 | 0.90% | 49,674 | -234 | -0.5% | -$5.07万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,083.71万 | 0.90% | 236,153 | 4,849 | 2.1% | $22.25万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,086.94万 | 0.91% | 28,350 | -227 | -0.8% | -$8.70万 | 减仓 |
| USMV | ISHARES TR | $1,272.17万 | 1.06% | 137,176 | 4,679 | 3.5% | $43.39万 | 加仓 |
| BOND | PIMCO ETF TR | $1,379.04万 | 1.15% | 149,441 | 5,803 | 4.0% | $53.55万 | 加仓 |
| SHV | ISHARES TR | $1,387.83万 | 1.16% | 125,721 | 5,140 | 4.3% | $56.74万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,401.81万 | 1.17% | 126,085 | 2,759 | 2.2% | $30.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,542.29万 | 1.29% | 72,184 | -4,317 | -5.6% | -$92.24万 | 减仓 |
| IGSB | ISHARES TR | $1,545.60万 | 1.29% | 294,063 | 15,464 | 5.6% | $81.28万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,562.95万 | 1.30% | 308,822 | 14,964 | 5.1% | $75.73万 | 加仓 |
| GLW | CORNING INC | $1,591.10万 | 1.33% | 117,019 | -5,949 | -4.8% | -$80.89万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,612.13万 | 1.35% | 317,129 | 15,185 | 5.0% | $77.19万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,619.94万 | 1.35% | 23,218 | -146 | -0.6% | -$10.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,640.06万 | 1.37% | 77,614 | -2,703 | -3.4% | -$57.12万 | 减仓 |
| DVY | ISHARES TR | $1,652.95万 | 1.38% | 109,170 | 3,243 | 3.1% | $49.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,727.87万 | 1.44% | 69,932 | -2,785 | -3.8% | -$68.81万 | 减仓 |
| STIP | ISHARES TR | $1,799.26万 | 1.50% | 173,959 | 6,308 | 3.8% | $65.24万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,890.79万 | 1.58% | 48,264 | -4,666 | -8.8% | -$182.80万 | 减仓 |
| MINT | PIMCO ETF TR | $2,000.66万 | 1.67% | 198,932 | 6,839 | 3.6% | $68.78万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,023.07万 | 1.69% | 214,672 | 3,331 | 1.6% | $31.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,035.89万 | 1.70% | 138,864 | 8,618 | 6.6% | $126.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,178.23万 | 1.82% | 274,786 | 12,532 | 4.8% | $99.34万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,253.64万 | 1.88% | 254,075 | -2,942 | -1.1% | -$26.10万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,283.53万 | 1.91% | 291,229 | 19,384 | 7.1% | $151.99万 | 加仓 |
| HYG | ISHARES TR | $2,389.16万 | 1.99% | 300,297 | 12,975 | 4.5% | $103.23万 | 加仓 |
| IVE | ISHARES TR | $2,613.48万 | 2.18% | 123,773 | 4,074 | 3.4% | $86.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,713.01万 | 2.26% | 501,944 | 13,108 | 2.7% | $70.85万 | 加仓 |
| IVW | ISHARES TR | $2,836.70万 | 2.37% | 250,792 | 6,725 | 2.8% | $76.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,863.83万 | 2.39% | 49,618 | 670 | 1.4% | $38.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,168.35万 | 2.65% | 430,249 | 17,569 | 4.3% | $129.38万 | 加仓 |
| TIP | ISHARES TR | $3,287.44万 | 2.74% | 297,884 | 10,807 | 3.8% | $119.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,518.78万 | 2.94% | 494,697 | 12,049 | 2.5% | $85.70万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,667.70万 | 3.06% | 142,518 | 4,705 | 3.4% | $121.08万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,815.36万 | 3.19% | 207,042 | 3,590 | 1.8% | $66.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,964.43万 | 3.31% | 298,302 | 8,613 | 3.0% | $114.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,389.40万 | 5.33% | 997,098 | 14,499 | 1.5% | $92.91万 | 加仓 |