Kanen Wealth Management LLC
COCONUT CREEK FL · SEC CIK 0001681614
$4.13亿2026Q2 申报市值
37持仓数
77.4%前十大占比 · 第一大 19.3%
7 / 6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
EVC 新建仓+$4,074.48万
ARHS 新建仓+$1,865.29万
GEO 新建仓+$1,108.39万
HVT 新建仓+$741.42万
XPOF 加仓+$593.52万
2026Q2 卖出最多 按季末市值估算
1STDIBS COM INC 清仓-$1,137.80万
STLN 清仓-$852.80万
LOVE 清仓-$806.39万
PTON 清仓-$755.98万
FOSL 减仓-$109.17万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | 1STDIBS COM INC | $0 | 0.00% | 0 | -2,068,723 | -100.0% | -$1,137.80万 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $0 | 0.00% | 0 | -2,777,858 | -100.0% | -$852.80万 | 清仓 |
| LOVE | LOVESAC COMPANY | $0 | 0.00% | 0 | -545,963 | -100.0% | -$806.39万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -1,762,197 | -100.0% | -$755.98万 | 清仓 |
| STGW | STAGWELL INC | $0 | 0.00% | 0 | -78,988 | -100.0% | -$49.68万 | 清仓 |
| — | DOUGLAS ELLIMAN INC | $0 | 0.00% | 0 | -15,500 | -100.0% | -$2.54万 | 清仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $10.63万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $23.98万 | 0.06% | 121 | 121 | — | $23.98万 | 新建仓 |
| V | VISA INC | $27.45万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $31.88万 | 0.08% | 758 | 0 | 0.0% | — | 不变 |
| — | APYX MEDICAL CORPORATION | $33.63万 | 0.08% | 74,900 | 74,900 | — | $33.63万 | 新建仓 |
| AMZN | AMAZON COM INC | $49.38万 | 0.12% | 2,072 | -59 | -2.8% | -$1.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.36万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $78.79万 | 0.19% | 26,800 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $100.84万 | 0.24% | 117,800 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $178.53万 | 0.43% | 490,454 | 0 | 0.0% | — | 不变 |
| — | SKYX PLATFORMS CORP | $203.69万 | 0.49% | 1,843,338 | 693,217 | 60.3% | $76.60万 | 加仓 |
| AAPL | APPLE INC | $205.53万 | 0.50% | 7,103 | 3 | 0.0% | $868 | 加仓 |
| — | MARCHEX INC | $218.47万 | 0.53% | 1,300,388 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD | $224.74万 | 0.54% | 738,804 | 497,804 | 206.6% | $151.43万 | 加仓 |
| — | DATA I O CORP | $328.77万 | 0.80% | 839,421 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS C 看涨期权 | $349.36万 | 0.85% | 4,367 | 4,367 | — | $349.36万 | 新建仓 |
| FOSL | FOSSIL GROUP INC | $366.46万 | 0.89% | 872,797 | -260,005 | -23.0% | -$109.17万 | 减仓 |
| — | NATUZZI S P A | $419.83万 | 1.02% | 2,232,703 | 10,427 | 0.5% | $1.96万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $435.53万 | 1.06% | 465,077 | 85,261 | 22.4% | $79.84万 | 加仓 |
| — | ZEVIA PBC | $459.46万 | 1.11% | 2,693,236 | 1,443,236 | 115.5% | $246.21万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $626.59万 | 1.52% | 736,168 | 208,121 | 39.4% | $177.14万 | 加仓 |
| IMMR | IMMERSION CORP | $702.27万 | 1.70% | 1,013,700 | 304,700 | 43.0% | $211.09万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $736.96万 | 1.79% | 959,147 | 145,913 | 17.9% | $112.11万 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $741.42万 | 1.80% | 291,400 | 291,400 | — | $741.42万 | 新建仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $767.45万 | 1.86% | 519,540 | -4,045 | -0.8% | -$5.98万 | 减仓 |
| — | THE ONE GROUP HOSPITALITY IN | $827.37万 | 2.01% | 4,227,456 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $1,108.39万 | 2.69% | 370,593 | 370,593 | — | $1,108.39万 | 新建仓 |
| XPOF | XPONENTIAL FITNESS INC | $1,179.55万 | 2.86% | 1,702,669 | 856,747 | 101.3% | $593.52万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,749.30万 | 4.24% | 832,335 | -16,308 | -1.9% | -$34.27万 | 减仓 |
| ARHS | ARHAUS INC | $1,865.29万 | 4.52% | 2,198,887 | 2,198,887 | — | $1,865.29万 | 新建仓 |
| REAL | THE REALREAL INC | $1,894.48万 | 4.59% | 1,589,448 | 197,541 | 14.2% | $235.45万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $2,070.64万 | 5.02% | 2,552,288 | -128,680 | -4.8% | -$104.40万 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $2,636.69万 | 6.39% | 11,512,794 | -179,088 | -1.5% | -$41.02万 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $4,074.48万 | 9.88% | 3,106,345 | 3,106,345 | — | $4,074.48万 | 新建仓 |
| ALLT | ALLOT LTD | $4,215.08万 | 10.22% | 4,783,141 | 129,444 | 2.8% | $114.07万 | 加仓 |
| BNED | BARNES & NOBLE ED INC | $4,292.21万 | 10.40% | 3,379,123 | -44,659 | -1.3% | -$56.73万 | 减仓 |
| COMP | COMPASS INC | $7,971.56万 | 19.32% | 6,447,324 | 38,825 | 0.6% | $48.00万 | 加仓 |