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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $6,389.40万 | 5.33% | 997,098 | 14,499 | 1.5% | $92.91万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,964.43万 | 3.31% | 298,302 | 8,613 | 3.0% | $114.47万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,815.36万 | 3.19% | 207,042 | 3,590 | 1.8% | $66.16万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,667.70万 | 3.06% | 142,518 | 4,705 | 3.4% | $121.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,518.78万 | 2.94% | 494,697 | 12,049 | 2.5% | $85.70万 | 加仓 |
| TIP | ISHARES TR | $3,287.44万 | 2.74% | 297,884 | 10,807 | 3.8% | $119.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,168.35万 | 2.65% | 430,249 | 17,569 | 4.3% | $129.38万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,863.83万 | 2.39% | 49,618 | 670 | 1.4% | $38.67万 | 加仓 |
| IVW | ISHARES TR | $2,836.70万 | 2.37% | 250,792 | 6,725 | 2.8% | $76.07万 | 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 |
| IVE | ISHARES TR | $2,613.48万 | 2.18% | 123,773 | 4,074 | 3.4% | $86.02万 | 加仓 |
| HYG | ISHARES TR | $2,389.16万 | 1.99% | 300,297 | 12,975 | 4.5% | $103.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,283.53万 | 1.91% | 291,229 | 19,384 | 7.1% | $151.99万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,253.64万 | 1.88% | 254,075 | -2,942 | -1.1% | -$26.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,178.23万 | 1.82% | 274,786 | 12,532 | 4.8% | $99.34万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,035.89万 | 1.70% | 138,864 | 8,618 | 6.6% | $126.35万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,023.07万 | 1.69% | 214,672 | 3,331 | 1.6% | $31.39万 | 加仓 |
| MINT | PIMCO ETF TR | $2,000.66万 | 1.67% | 198,932 | 6,839 | 3.6% | $68.78万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,890.79万 | 1.58% | 48,264 | -4,666 | -8.8% | -$182.80万 | 减仓 |
| STIP | ISHARES TR | $1,799.26万 | 1.50% | 173,959 | 6,308 | 3.8% | $65.24万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,727.87万 | 1.44% | 69,932 | -2,785 | -3.8% | -$68.81万 | 减仓 |
| DVY | ISHARES TR | $1,652.95万 | 1.38% | 109,170 | 3,243 | 3.1% | $49.10万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,640.06万 | 1.37% | 77,614 | -2,703 | -3.4% | -$57.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,619.94万 | 1.35% | 23,218 | -146 | -0.6% | -$10.19万 | 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 |
| GLW | CORNING INC | $1,591.10万 | 1.33% | 117,019 | -5,949 | -4.8% | -$80.89万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,562.95万 | 1.30% | 308,822 | 14,964 | 5.1% | $75.73万 | 加仓 |
| IGSB | ISHARES TR | $1,545.60万 | 1.29% | 294,063 | 15,464 | 5.6% | $81.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,542.29万 | 1.29% | 72,184 | -4,317 | -5.6% | -$92.24万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,401.81万 | 1.17% | 126,085 | 2,759 | 2.2% | $30.67万 | 加仓 |
| SHV | ISHARES TR | $1,387.83万 | 1.16% | 125,721 | 5,140 | 4.3% | $56.74万 | 加仓 |
| BOND | PIMCO ETF TR | $1,379.04万 | 1.15% | 149,441 | 5,803 | 4.0% | $53.55万 | 加仓 |
| USMV | ISHARES TR | $1,272.17万 | 1.06% | 137,176 | 4,679 | 3.5% | $43.39万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,086.94万 | 0.91% | 28,350 | -227 | -0.8% | -$8.70万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,083.71万 | 0.90% | 236,153 | 4,849 | 2.1% | $22.25万 | 加仓 |
| ROST | ROSS STORES INC | $1,076.09万 | 0.90% | 49,674 | -234 | -0.5% | -$5.07万 | 减仓 |
| TJX | TJX COS INC NEW | $1,025.93万 | 0.86% | 64,241 | 439 | 0.7% | $7.01万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,019.08万 | 0.85% | 41,735 | 600 | 1.5% | $14.65万 | 加仓 |
| NRG | NRG ENERGY INC | $987.70万 | 0.82% | 67,586 | 693 | 1.0% | $10.13万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $939.63万 | 0.78% | 114,617 | 3,377 | 3.0% | $27.68万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $913.59万 | 0.76% | 97,232 | 1,386 | 1.4% | $13.02万 | 加仓 |
| — | COTERRA ENERGY INC | $877.37万 | 0.73% | 249,678 | 4,773 | 1.9% | $16.77万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $860.50万 | 0.72% | 171,006 | 2,719 | 1.6% | $13.68万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $846.29万 | 0.71% | 76,339 | 5,060 | 7.1% | $56.10万 | 加仓 |
| MO | ALTRIA GROUP INC | $837.88万 | 0.70% | 126,971 | 2,518 | 2.0% | $16.62万 | 加仓 |
| DAL | DELTA AIR LINES INC | $830.28万 | 0.69% | 124,891 | 2,206 | 1.8% | $14.67万 | 加仓 |
| AFL | AFLAC INC | $829.06万 | 0.69% | 75,568 | 1,879 | 2.5% | $20.61万 | 加仓 |
| KR | KROGER CO | $827.54万 | 0.69% | 114,364 | 3,292 | 3.0% | $23.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $819.92万 | 0.68% | 28,110 | 660 | 2.4% | $19.25万 | 加仓 |
| T | AT&T INC | $804.18万 | 0.67% | 277,399 | 6,957 | 2.6% | $20.17万 | 加仓 |
| TXT | TEXTRON INC | $799.34万 | 0.67% | 91,290 | 1,607 | 1.8% | $14.07万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $790.15万 | 0.66% | 22,017 | 398 | 1.8% | $14.28万 | 加仓 |
| AMGN | AMGEN INC | $779.78万 | 0.65% | 22,162 | 357 | 1.6% | $12.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $777.85万 | 0.65% | 21,013 | 672 | 3.3% | $24.88万 | 加仓 |
| EIX | EDISON INTL | $776.35万 | 0.65% | 106,087 | 2,444 | 2.4% | $17.89万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $772.67万 | 0.65% | 113,594 | 2,418 | 2.2% | $16.45万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $771.79万 | 0.64% | 95,803 | 2,755 | 3.0% | $22.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $731.95万 | 0.61% | 30,197 | 762 | 2.6% | $18.47万 | 加仓 |
| — | SEALED AIR CORP NEW | $726.90万 | 0.61% | 172,866 | 4,037 | 2.4% | $16.98万 | 加仓 |
| CSL | CARLISLE COS INC | $702.94万 | 0.59% | 21,070 | 518 | 2.5% | $17.28万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $699.98万 | 0.58% | 259,926 | 7,547 | 3.0% | $20.32万 | 加仓 |
| DG | DOLLAR GEN CORP | $699.43万 | 0.58% | 58,909 | 750 | 1.3% | $8.90万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $687.09万 | 0.57% | 100,782 | 470 | 0.5% | $3.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $685.08万 | 0.57% | 37,553 | 1,086 | 3.0% | $19.81万 | 加仓 |
| BA | BOEING CO | $679.37万 | 0.57% | 34,134 | 1,031 | 3.1% | $20.52万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $671.72万 | 0.56% | 65,361 | 2,296 | 3.6% | $23.60万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $663.91万 | 0.55% | 98,825 | 2,898 | 3.0% | $19.47万 | 加仓 |
| AON | AON PLC | $659.12万 | 0.55% | 20,420 | 711 | 3.6% | $22.95万 | 加仓 |
| PFE | PFIZER INC | $656.10万 | 0.55% | 233,654 | 9,051 | 4.0% | $25.42万 | 加仓 |
| HD | HOME DEPOT INC | $621.13万 | 0.52% | 18,886 | 586 | 3.2% | $19.27万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $593.31万 | 0.50% | 148,886 | 5,413 | 3.8% | $21.57万 | 加仓 |
| EMN | EASTMAN CHEM CO | $587.07万 | 0.49% | 76,922 | 3,725 | 5.1% | $28.43万 | 加仓 |
| AAPL | APPLE INC | $577.00万 | 0.48% | 22,735 | -846 | -3.6% | -$21.47万 | 减仓 |
| IGV | ISHARES TR | $572.73万 | 0.48% | 71,547 | 2,539 | 3.7% | $20.32万 | 加仓 |
| IVV | ISHARES TR | $555.09万 | 0.46% | 8,498 | -8 | -0.1% | -$5,226 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $532.22万 | 0.44% | 149,082 | 6,161 | 4.3% | $21.99万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $522.43万 | 0.44% | 486,436 | 22,195 | 4.8% | $23.84万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $521.67万 | 0.44% | 54,076 | 3,041 | 6.0% | $29.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $457.73万 | 0.38% | 9,552 | 149 | 1.6% | $7.14万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $457.28万 | 0.38% | 99,842 | 9,426 | 10.4% | $43.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $455.36万 | 0.38% | 10,425 | 70 | 0.7% | $3.06万 | 加仓 |
| LEN | LENNAR CORP | $432.53万 | 0.36% | 49,808 | 3,136 | 6.7% | $27.23万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $398.88万 | 0.33% | 213,646 | 17,760 | 9.1% | $33.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $369.62万 | 0.31% | 11,522 | 28 | 0.2% | $8,982 | 加仓 |
| WHR | WHIRLPOOL CORP | $360.13万 | 0.30% | 66,790 | 5,361 | 8.7% | $28.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.24% | 4 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $274.33万 | 0.23% | 12,756 | -283 | -2.2% | -$6.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $234.13万 | 0.20% | 13,425 | -215 | -1.6% | -$3.75万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $228.48万 | 0.19% | 39,406 | 974 | 2.5% | $5.65万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $190.50万 | 0.16% | 16,511 | -7,487 | -31.2% | -$86.38万 | 减仓 |
| MUB | ISHARES TR | $187.23万 | 0.16% | 17,638 | -1,056 | -5.6% | -$11.21万 | 减仓 |
| SUB | ISHARES TR | $185.35万 | 0.15% | 17,404 | -1,227 | -6.6% | -$13.07万 | 减仓 |
| AMZN | AMAZON COM INC | $164.86万 | 0.14% | 7,916 | -200 | -2.5% | -$4.17万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $154.42万 | 0.13% | 30,676 | -2,349 | -7.1% | -$11.82万 | 减仓 |
| SHM | SPDR SERIES TRUST | $144.49万 | 0.12% | 30,209 | -1,296 | -4.1% | -$6.20万 | 减仓 |
| VCR | VANGUARD WORLD FD | $136.36万 | 0.11% | 3,798 | -115 | -2.9% | -$4.13万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $120.40万 | 0.10% | 48,548 | -4,140 | -7.9% | -$10.27万 | 减仓 |
| GOOG | ALPHABET INC | $119.67万 | 0.10% | 4,172 | -381 | -8.4% | -$10.93万 | 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 |
| IEFA | ISHARES TR | $100.06万 | 0.08% | 11,053 | -49 | -0.4% | -$4,436 | 减仓 |