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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $99.34万 | 0.08% | 3,459 | -106 | -3.0% | -$3.04万 | 减仓 |
| — | HONEYWELL INTL INC | $89.39万 | 0.07% | 3,955 | -12 | -0.3% | -$2,712 | 减仓 |
| — | SPDR SERIES TRUST | $87.91万 | 0.07% | 5,997 | -940 | -13.6% | -$13.78万 | 减仓 |
| IJH | ISHARES TR | $85.61万 | 0.07% | 12,677 | -61 | -0.5% | -$4,119 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.57万 | 0.07% | 789 | -8 | -1.0% | -$7,966 | 减仓 |
| GOOGL | ALPHABET INC | $75.63万 | 0.06% | 2,630 | -563 | -17.6% | -$16.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.32万 | 0.06% | 1,097 | 52 | 5.0% | $3.38万 | 加仓 |
| UPRO | PROSHARES TR | $66.34万 | 0.06% | 6,840 | 13 | 0.2% | $1,261 | 加仓 |
| SDY | SPDR SERIES TRUST | $65.50万 | 0.05% | 4,488 | 48 | 1.1% | $7,005 | 加仓 |
| PG | PROCTER & GAMBLE CO | $61.21万 | 0.05% | 4,238 | -694 | -14.1% | -$10.02万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $60.49万 | 0.05% | 49,063 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $57.41万 | 0.05% | 2,349 | -28 | -1.2% | -$6,844 | 减仓 |
| SPYG | SPDR SERIES TRUST | $54.04万 | 0.05% | 5,520 | 5,520 | — | $54.04万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $52.62万 | 0.04% | 881 | 163 | 22.7% | $9.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.71万 | 0.04% | 1,724 | -18 | -1.0% | -$5,295 | 减仓 |
| LOW | LOWES COS INC | $50.37万 | 0.04% | 2,132 | -48 | -2.2% | -$1.13万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $50.07万 | 0.04% | 4,594 | -518 | -10.1% | -$5.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.25万 | 0.04% | 2,858 | -18 | -0.6% | -$2,976 | 减仓 |
| SYK | STRYKER CORPORATION | $47.07万 | 0.04% | 1,432 | 3 | 0.2% | $986 | 加仓 |
| KO | COCA COLA CO | $46.92万 | 0.04% | 6,170 | -509 | -7.6% | -$3.87万 | 减仓 |
| IJR | ISHARES TR | $45.60万 | 0.04% | 3,669 | -94 | -2.5% | -$1.17万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.74万 | 0.04% | 3,090 | 34 | 1.1% | $4,703 | 加仓 |
| VB | VANGUARD INDEX FDS | $42.28万 | 0.04% | 1,614 | 15 | 0.9% | $3,929 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $42.00万 | 0.04% | 10,178 | -1,061 | -9.4% | -$4.38万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $41.92万 | 0.03% | 3,842 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $38.28万 | 0.03% | 2,889 | 67 | 2.4% | $8,878 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.38万 | 0.03% | 15,103 | 15,103 | — | $37.38万 | 新建仓 |
| IGF | ISHARES TR | $36.97万 | 0.03% | 5,518 | -394 | -6.7% | -$2.64万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $35.90万 | 0.03% | 4,656 | -323 | -6.5% | -$2.49万 | 减仓 |
| CAT | CATERPILLAR INC | $35.49万 | 0.03% | 501 | -2 | -0.4% | -$1,417 | 减仓 |
| MCD | MCDONALDS CORP | $32.17万 | 0.03% | 1,035 | -1 | -0.1% | -$311 | 减仓 |
| ABBV | ABBVIE INC | $30.38万 | 0.03% | 1,397 | -15 | -1.1% | -$3,262 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $30.07万 | 0.03% | 13,085 | -21 | -0.2% | -$483 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.49万 | 0.02% | 11,351 | 833 | 7.9% | $2.09万 | 加仓 |
| GRMN | GARMIN LTD | $28.40万 | 0.02% | 1,224 | 12 | 1.0% | $2,784 | 加仓 |
| META | META PLATFORMS INC | $27.63万 | 0.02% | 483 | -146 | -23.2% | -$8.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $27.01万 | 0.02% | 3,064 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $24.69万 | 0.02% | 5,924 | -600 | -9.2% | -$2.50万 | 减仓 |
| TMUS | T-MOBILE US INC | $24.43万 | 0.02% | 1,163 | -51 | -4.2% | -$1.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.15万 | 0.02% | 7,871 | 7,871 | — | $24.15万 | 新建仓 |
| PWR | QUANTA SVCS INC | $23.94万 | 0.02% | 436 | -62 | -12.4% | -$3.40万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $23.34万 | 0.02% | 1,122 | 1,122 | — | $23.34万 | 新建仓 |
| WFC | WELLS FARGO & CO | $22.88万 | 0.02% | 2,874 | -28 | -1.0% | -$2,229 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.71万 | 0.02% | 1,310 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $20.93万 | 0.02% | 4,174 | -190 | -4.4% | -$9,527 | 减仓 |
| AVGO | BROADCOM INC | $20.58万 | 0.02% | 665 | 10 | 1.5% | $3,095 | 加仓 |
| — | MAXCYTE INC | $1.81万 | 0.00% | 25,833 | 0 | 0.0% | — | 不变 |
| 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 |