13F 机构持仓

KilterHowling LLC

BOULDER CO · SEC CIK 0001759354

2026Q22026Q1 更早 9 个季度 🔒
$2.23亿2026Q2 申报市值
50持仓数
85.1%前十大占比 · 第一大 15.7%
3 / 3新建仓 / 清仓
申报市值走势$2.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 15.7%
VIG 14.8%
QQQ 14.0%
SCHZ 14.0%
SHYG 7.0%
USMV 6.1%
VEA 5.1%
AVDE 4.4%
AAPL 2.8%
BRK/B 1.2%

2026Q2 买入最多 按季末市值估算

AAPL 加仓+$165.54万
VOO 加仓+$93.48万
VEA 加仓+$80.54万
VIG 加仓+$47.04万
VXF 新建仓+$38.46万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$92.68万
SCHB 减仓-$50.64万
QQQ 减仓-$28.20万
AOM 清仓-$23.68万
AKRE 清仓-$21.00万

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
VOO VANGUARD INDEX FDS $3,513.20万15.74%51,152 1,3612.7% $93.48万 加仓
VIG VANGUARD SPECIALIZED FUNDS $3,296.19万14.77%139,303 1,9881.4% $47.04万 加仓
QQQ INVESCO QQQ TR $3,128.63万14.02%42,485 -383-0.9% -$28.20万 减仓
SCHZ SCHWAB STRATEGIC TR $3,115.80万13.96%1,347,082 2,9320.2% $6.78万 加仓
SHYG ISHARES TR $1,555.67万6.97%366,816 7,5232.1% $31.91万 加仓
USMV ISHARES TR $1,370.59万6.14%142,089 2,6701.9% $25.75万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,138.55万5.10%159,796 11,3047.6% $80.54万 加仓
AVDE AMERICAN CENTY ETF TR $992.89万4.45%111,310 1,6521.5% $14.74万 加仓
AAPL APPLE INC $615.17万2.76%21,260 5,72136.8% $165.54万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $276.37万1.24%5,523 70614.7% $35.33万 加仓
LLY ELI LILLY & CO $226.58万1.02%1,889 412.2% $4.92万 加仓
AMZN AMAZON COM INC $221.42万0.99%9,290 1,03512.5% $24.67万 加仓
JPM JPMORGAN CHASE & CO $208.55万0.93%6,371 1762.8% $5.76万 加仓
IWV ISHARES TR $184.38万0.83%4,324 100.2% $4,264 加仓
GOOG ALPHABET INC $175.60万0.79%4,970 751.5% $2.65万 加仓
NVDA NVIDIA CORPORATION $163.77万0.73%8,185 2112.6% $4.22万 加仓
AVGO BROADCOM INC $163.42万0.73%4,326 80.2% $3,022 加仓
MSFT MICROSOFT CORP $153.57万0.69%4,117 41611.2% $15.52万 加仓
VUG VANGUARD INDEX FDS $148.91万0.67%17,287 190.1% $1,637 加仓
V VISA INC $147.41万0.66%4,297 2235.5% $7.65万 加仓
ESGU ISHARES TR $143.26万0.64%8,753 -56-0.6% -$9,166 减仓
— EXXON MOBIL CORP $137.45万0.62%10,053 3443.5% $4.70万 加仓
EAGG ISHARES TR $109.23万0.49%23,040 -669-2.8% -$3.17万 减仓
IWF ISHARES TR $104.05万0.47%8,379 70.1% $869 加仓
CMI CUMMINS INC $97.44万0.44%1,366 00.0% — 不变
IWB ISHARES TR $70.39万0.32%1,719 40.2% $1,638 加仓
VTI VANGUARD INDEX FDS $63.38万0.28%1,713 -2,505-59.4% -$92.68万 减仓
IWM ISHARES TR $50.57万0.23%1,683 40.2% $1,202 加仓
ORCL ORACLE CORP $50.25万0.23%3,429 30.1% $440 加仓
VSGX VANGUARD WORLD FD $49.92万0.22%6,062 -61-1.0% -$5,023 减仓
GOOGL ALPHABET INC $48.16万0.22%1,348 10.1% $357 加仓
— ISHARES TR $47.35万0.21%5,295 -14-0.3% -$1,252 减仓
PG PROCTER & GAMBLE CO $46.28万0.21%3,156 20.1% $293 加仓
IWP ISHARES TR $42.14万0.19%2,878 30.1% $439 加仓
VXF VANGUARD INDEX FDS $38.46万0.17%1,562 1,562— $38.46万 新建仓
IWS ISHARES TR $38.25万0.17%2,324 80.3% $1,317 加仓
BGRN ISHARES TR $35.59万0.16%7,496 -345-4.4% -$1.64万 减仓
SHE SPDR SERIES TRUST $33.72万0.15%2,183 -146-6.3% -$2.26万 减仓
CRBN ISHARES TR $32.72万0.15%1,294 -78-5.7% -$1.97万 减仓
WAT WATERS CORP $32.52万0.15%867 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $28.95万0.13%4,850 4,850— $28.95万 新建仓
BALL BALL CORP $28.59万0.13%4,581 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $28.33万0.13%9,783 -17,486-64.1% -$50.64万 减仓
IBM INTERNATIONAL BUSINESS MACHS $28.20万0.13%1,003 00.0% — 不变
IWD ISHARES TR $26.62万0.12%1,098 30.3% $727 加仓
WEC WEC ENERGY GROUP INC $24.15万0.11%2,068 180.9% $2,102 加仓
SPY STATE STR SPDR S&P 500 ETF T $23.24万0.10%311 00.0% — 不变
BIL SPDR SERIES TRUST $22.06万0.10%2,407 -422-14.9% -$3.87万 减仓
TDVG T ROWE PRICE EXCHANGE-TRADED $20.82万0.09%4,246 4,246— $20.82万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $20.23万0.09%403 -1-0.2% -$502 重新持有
AOM ISHARES TR $00.00%0 -5,000-100.0% -$23.68万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -3,973-100.0% -$21.00万 清仓
WMT WALMART INC $00.00%0 -1,640-100.0% -$20.38万 清仓