KWMG, LLC
OVERLAND PARK KS · SEC CIK 0001633024
$13.84亿2026Q2 申报市值
153持仓数
32.0%前十大占比 · 第一大 5.3%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DVN 加仓+$682.61万
XLV 加仓+$463.62万
BSV 加仓+$289.69万
BND 加仓+$211.07万
IVE 加仓+$192.75万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$878.05万
COTERRA ENERGY I 清仓-$877.37万
SEALED AIR CORP 清仓-$726.90万
STX 减仓-$472.17万
GLW 减仓-$141.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $96.10万 | 0.07% | 18,844 | -1,419 | -7.0% | -$7.24万 | 减仓 |
| — | SPDR SERIES TRUST | $95.42万 | 0.07% | 4,872 | -1,125 | -18.8% | -$22.03万 | 减仓 |
| GOOGL | ALPHABET INC | $93.32万 | 0.07% | 2,611 | -19 | -0.7% | -$6,791 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.48万 | 0.06% | 1,078 | -19 | -1.7% | -$1.42万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $78.16万 | 0.06% | 49,063 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $74.59万 | 0.05% | 797 | 8 | 1.0% | $7,487 | 加仓 |
| SDY | SPDR SERIES TRUST | $65.19万 | 0.05% | 4,284 | -204 | -4.5% | -$3.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $61.79万 | 0.04% | 900 | 19 | 2.2% | $1.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $61.49万 | 0.04% | 4,193 | -45 | -1.1% | -$6,599 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $59.52万 | 0.04% | 2,344 | -5 | -0.2% | -$1,270 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $56.07万 | 0.04% | 1,713 | -11 | -0.6% | -$3,601 | 减仓 |
| CAT | CATERPILLAR INC | $55.48万 | 0.04% | 521 | 20 | 4.0% | $2.13万 | 加仓 |
| IJR | ISHARES TR | $54.31万 | 0.04% | 3,662 | -7 | -0.2% | -$1,038 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $51.70万 | 0.04% | 2,858 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $50.15万 | 0.04% | 6,170 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $49.82万 | 0.04% | 4,248 | -346 | -7.5% | -$4.06万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $49.51万 | 0.04% | 9,906 | -272 | -2.7% | -$1.36万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $49.07万 | 0.04% | 3,127 | 37 | 1.2% | $5,806 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.44万 | 0.04% | 1,598 | -16 | -1.0% | -$4,850 | 减仓 |
| LOW | LOWES COS INC | $45.77万 | 0.03% | 2,076 | -56 | -2.6% | -$1.23万 | 减仓 |
| SYK | STRYKER CORPORATION | $45.22万 | 0.03% | 1,436 | 4 | 0.3% | $1,259 | 加仓 |
| HON | HONEYWELL INTL INC | $44.28万 | 0.03% | 1,978 | -1,977 | -50.0% | -$44.25万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $43.71万 | 0.03% | 1,977 | 1,977 | — | $43.71万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $42.77万 | 0.03% | 3,842 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $40.84万 | 0.03% | 15,413 | 15,413 | — | $40.84万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $38.51万 | 0.03% | 4,505 | -151 | -3.2% | -$1.29万 | 减仓 |
| IJJ | ISHARES TR | $38.23万 | 0.03% | 2,588 | -301 | -10.4% | -$4.45万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $36.70万 | 0.03% | 1,285 | 163 | 14.5% | $4.65万 | 加仓 |
| TQQQ | PROSHARES TR | $36.65万 | 0.03% | 4,524 | -1,400 | -23.6% | -$11.34万 | 减仓 |
| ABBV | ABBVIE INC | $35.15万 | 0.03% | 1,397 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.37万 | 0.02% | 11,868 | 517 | 4.6% | $1.50万 | 加仓 |
| IGF | ISHARES TR | $34.31万 | 0.02% | 5,152 | -366 | -6.6% | -$2.44万 | 减仓 |
| AVGO | BROADCOM INC | $31.96万 | 0.02% | 846 | 181 | 27.2% | $6.84万 | 加仓 |
| USHY | ISHARES TR | $31.60万 | 0.02% | 8,537 | 8,537 | — | $31.60万 | 新建仓 |
| PWR | QUANTA SVCS INC | $30.24万 | 0.02% | 420 | -16 | -3.7% | -$1.15万 | 减仓 |
| GRMN | GARMIN LTD | $28.57万 | 0.02% | 1,203 | -21 | -1.7% | -$4,988 | 减仓 |
| TXN | TEXAS INSTRS INC | $28.32万 | 0.02% | 950 | 950 | — | $28.32万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.31万 | 0.02% | 12,038 | -1,047 | -8.0% | -$2.46万 | 减仓 |
| MCD | MCDONALDS CORP | $28.12万 | 0.02% | 1,040 | 5 | 0.5% | $1,352 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.92万 | 0.02% | 8,804 | 933 | 11.9% | $2.96万 | 加仓 |
| INTC | INTEL CORP | $27.69万 | 0.02% | 1,983 | 1,983 | — | $27.69万 | 新建仓 |
| META | META PLATFORMS INC | $27.26万 | 0.02% | 484 | 1 | 0.2% | $563 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $25.89万 | 0.02% | 5,155 | 5,155 | — | $25.89万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.46万 | 0.02% | 8,829 | -6,274 | -41.5% | -$17.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.75万 | 0.02% | 2,874 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $23.14万 | 0.02% | 1,310 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.14万 | 0.02% | 3,064 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $22.09万 | 0.02% | 1,880 | 1,880 | — | $22.09万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.46万 | 0.02% | 2,597 | 2,597 | — | $21.46万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $21.44万 | 0.02% | 8,693 | 8,693 | — | $21.44万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $21.32万 | 0.02% | 2,425 | 2,425 | — | $21.32万 | 新建仓 |
| V | VISA INC | $20.93万 | 0.02% | 610 | -184 | -23.2% | -$6.31万 | 重新持有 |
| — | MAXCYTE INC | $3.18万 | 0.00% | 25,833 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -249,678 | -100.0% | -$877.37万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -172,866 | -100.0% | -$726.90万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,520 | -100.0% | -$54.04万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,163 | -100.0% | -$24.43万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,174 | -100.0% | -$20.93万 | 清仓 |