KilterHowling LLC
BOULDER CO · SEC CIK 0001759354
$1.98亿2026Q1 申报市值
49持仓数
85.0%前十大占比 · 第一大 15.7%
3 / 4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
AVDE 新建仓+$930.34万
SHYG 加仓+$414.21万
SCHZ 加仓+$203.65万
VTI 加仓+$110.40万
LLY 加仓+$106.87万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$534.39万
VBIL 清仓-$532.45万
AOM 减仓-$271.13万
COST 清仓-$49.44万
AOA 清仓-$28.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $3,121.12万 | 15.74% | 1,344,150 | 87,706 | 7.0% | $203.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,975.28万 | 15.01% | 49,791 | 821 | 1.7% | $49.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,953.10万 | 14.90% | 137,315 | 1,743 | 1.3% | $37.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,474.23万 | 12.48% | 42,868 | -25 | -0.1% | -$1.44万 | 减仓 |
| SHYG | ISHARES TR | $1,520.17万 | 7.67% | 359,293 | 97,898 | 37.5% | $414.21万 | 加仓 |
| USMV | ISHARES TR | $1,292.97万 | 6.52% | 139,419 | 2,214 | 1.6% | $20.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $951.54万 | 4.80% | 148,492 | 12,960 | 9.6% | $83.05万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $930.34万 | 4.69% | 109,658 | 109,658 | — | $930.34万 | 新建仓 |
| AAPL | APPLE INC | $394.37万 | 1.99% | 15,539 | 1,633 | 11.7% | $41.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $230.83万 | 1.16% | 4,817 | 150 | 3.2% | $7.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $182.22万 | 0.92% | 6,195 | 782 | 14.4% | $23.00万 | 加仓 |
| AMZN | AMAZON COM INC | $171.93万 | 0.87% | 8,255 | 867 | 11.7% | $18.06万 | 加仓 |
| LLY | ELI LILLY & CO | $169.96万 | 0.86% | 1,848 | 1,162 | 169.4% | $106.87万 | 加仓 |
| — | EXXON MOBIL CORP | $164.72万 | 0.83% | 9,709 | 1,922 | 24.7% | $32.61万 | 加仓 |
| IWV | ISHARES TR | $159.93万 | 0.81% | 4,314 | 8 | 0.2% | $2,966 | 加仓 |
| GOOG | ALPHABET INC | $140.43万 | 0.71% | 4,895 | -456 | -8.5% | -$13.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $139.06万 | 0.70% | 7,974 | 661 | 9.0% | $11.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $137.01万 | 0.69% | 3,701 | 446 | 13.7% | $16.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $135.33万 | 0.68% | 4,218 | 3,441 | 442.9% | $110.40万 | 加仓 |
| AVGO | BROADCOM INC | $133.66万 | 0.67% | 4,318 | 235 | 5.8% | $7.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $125.73万 | 0.63% | 2,878 | 3 | 0.1% | $1,311 | 加仓 |
| ESGU | ISHARES TR | $124.57万 | 0.63% | 8,809 | 1,548 | 21.3% | $21.89万 | 加仓 |
| V | VISA INC | $123.15万 | 0.62% | 4,074 | 959 | 30.8% | $28.99万 | 加仓 |
| EAGG | ISHARES TR | $112.74万 | 0.57% | 23,709 | 6,338 | 36.5% | $30.14万 | 加仓 |
| IWF | ISHARES TR | $89.25万 | 0.45% | 2,093 | 2 | 0.1% | $853 | 加仓 |
| CMI | CUMMINS INC | $73.50万 | 0.37% | 1,366 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $68.44万 | 0.35% | 27,269 | 17,539 | 180.3% | $44.02万 | 加仓 |
| IWB | ISHARES TR | $61.16万 | 0.31% | 1,715 | 4 | 0.2% | $1,426 | 加仓 |
| ORCL | ORACLE CORP | $50.41万 | 0.25% | 3,426 | 2 | 0.1% | $294 | 加仓 |
| PG | PROCTER & GAMBLE CO | $45.56万 | 0.23% | 3,154 | -34 | -1.1% | -$4,911 | 减仓 |
| — | ISHARES TR | $44.57万 | 0.22% | 5,309 | 798 | 17.7% | $6.70万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $43.92万 | 0.22% | 6,123 | 680 | 12.5% | $4.88万 | 加仓 |
| IWM | ISHARES TR | $41.65万 | 0.21% | 1,679 | 94 | 5.9% | $2.33万 | 加仓 |
| GOOGL | ALPHABET INC | $38.73万 | 0.20% | 1,347 | -9 | -0.7% | -$2,588 | 减仓 |
| BGRN | ISHARES TR | $37.22万 | 0.19% | 7,841 | 2,169 | 38.2% | $10.30万 | 加仓 |
| IWP | ISHARES TR | $36.83万 | 0.19% | 2,875 | 1 | 0.0% | $128 | 加仓 |
| IWS | ISHARES TR | $33.76万 | 0.17% | 2,316 | 7 | 0.3% | $1,020 | 加仓 |
| CRBN | ISHARES TR | $30.57万 | 0.15% | 1,372 | 114 | 9.1% | $2.54万 | 加仓 |
| SHE | SPDR SERIES TRUST | $29.76万 | 0.15% | 2,329 | 223 | 10.6% | $2.85万 | 加仓 |
| BALL | BALL CORP | $27.08万 | 0.14% | 4,581 | -2 | -0.0% | -$118 | 减仓 |
| BIL | SPDR SERIES TRUST | $25.92万 | 0.13% | 2,829 | -10 | -0.4% | -$916 | 减仓 |
| WAT | WATERS CORP | $25.82万 | 0.13% | 867 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.31万 | 0.12% | 1,003 | -2 | -0.2% | -$485 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $23.74万 | 0.12% | 2,050 | 13 | 0.6% | $1,505 | 加仓 |
| AOM | ISHARES TR | $23.68万 | 0.12% | 5,000 | -57,237 | -92.0% | -$271.13万 | 减仓 |
| IWD | ISHARES TR | $23.39万 | 0.12% | 1,095 | 5 | 0.5% | $1,068 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.00万 | 0.11% | 3,973 | -101,114 | -96.2% | -$534.39万 | 减仓 |
| WMT | WALMART INC | $20.38万 | 0.10% | 1,640 | 1,640 | — | $20.38万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.23万 | 0.10% | 311 | 311 | — | $20.23万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -70,588 | -100.0% | -$532.45万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -573 | -100.0% | -$49.44万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -3,193 | -100.0% | -$28.60万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$23.21万 | 清仓 |