KDK Private Wealth Management, LLC
Houston TX · SEC CIK 0001776910
$1.21亿2026Q2 申报市值
57持仓数
70.6%前十大占比 · 第一大 23.7%
2 / 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
AAPL 加仓+$391.85万
IWV 加仓+$83.53万
QQQ 加仓+$53.34万
DVY 加仓+$47.73万
SPCX 新建仓+$39.30万
2026Q2 卖出最多 按季末市值估算
NMRK 减仓-$40.26万
TCBX 清仓-$23.64万
NEM 清仓-$21.74万
COTERRA ENERGY I 清仓-$21.08万
IEI 清仓-$20.66万
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 |
|---|---|---|---|---|---|---|---|---|
| TCBX | THIRD COAST BANCSHARES INC | $0 | 0.00% | 0 | -6,250 | -100.0% | -$23.64万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,008 | -100.0% | -$21.74万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$21.08万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -1,742 | -100.0% | -$20.66万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,146 | -100.0% | -$20.38万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $17.25万 | 0.14% | 51,000 | 11,500 | 29.1% | $3.89万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $23.17万 | 0.19% | 1,300 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $24.13万 | 0.20% | 7,547 | 6 | 0.1% | $192 | 加仓 |
| VIS | VANGUARD WORLD FD | $26.38万 | 0.22% | 732 | -122 | -14.3% | -$4.40万 | 减仓 |
| MLPX | GLOBAL X FDS | $27.34万 | 0.23% | 3,711 | 3,711 | — | $27.34万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $27.79万 | 0.23% | 1,420 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $27.97万 | 0.23% | 2,949 | -48 | -1.6% | -$4,553 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $30.08万 | 0.25% | 5,149 | -401 | -7.2% | -$2.34万 | 减仓 |
| VDE | VANGUARD WORLD FD | $30.30万 | 0.25% | 2,018 | -94 | -4.5% | -$1.41万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $30.47万 | 0.25% | 5,641 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $30.88万 | 0.26% | 754 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $31.23万 | 0.26% | 3,503 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $31.36万 | 0.26% | 10,704 | 2,045 | 23.6% | $5.99万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $31.79万 | 0.26% | 2,967 | -182 | -5.8% | -$1.95万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $34.93万 | 0.29% | 24,041 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.48万 | 0.29% | 1,460 | -30 | -2.0% | -$7,290 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $38.36万 | 0.32% | 6,556 | -437 | -6.2% | -$2.56万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.30万 | 0.33% | 2,300 | 2,300 | — | $39.30万 | 新建仓 |
| IEMG | ISHARES INC | $43.73万 | 0.36% | 5,280 | -312 | -5.6% | -$2.58万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $50.40万 | 0.42% | 33,355 | -26,645 | -44.4% | -$40.26万 | 减仓 |
| VCR | VANGUARD WORLD FD | $54.30万 | 0.45% | 1,369 | -110 | -7.4% | -$4.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $55.53万 | 0.46% | 3,350 | -330 | -9.0% | -$5.47万 | 减仓 |
| META | META PLATFORMS INC | $56.55万 | 0.47% | 1,004 | -37 | -3.6% | -$2.08万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $59.36万 | 0.49% | 5,296 | -55 | -1.0% | -$6,165 | 减仓 |
| IWO | ISHARES TR | $63.98万 | 0.53% | 1,624 | -12 | -0.7% | -$4,728 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.27万 | 0.54% | 874 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $69.09万 | 0.57% | 23,372 | -485 | -2.0% | -$1.43万 | 减仓 |
| IWN | ISHARES TR | $69.88万 | 0.58% | 3,159 | -24 | -0.8% | -$5,309 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $72.21万 | 0.60% | 8,015 | 12 | 0.1% | $1,081 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $78.73万 | 0.65% | 6,713 | -79 | -1.2% | -$9,265 | 减仓 |
| QQQ | INVESCO QQQ TR | $79.79万 | 0.66% | 1,083 | 724 | 201.7% | $53.34万 | 加仓 |
| IEFA | ISHARES TR | $80.07万 | 0.66% | 8,290 | -425 | -4.9% | -$4.10万 | 减仓 |
| DVY | ISHARES TR | $85.23万 | 0.71% | 5,454 | 3,054 | 127.2% | $47.73万 | 加仓 |
| VHT | VANGUARD WORLD FD | $91.42万 | 0.76% | 3,058 | -39 | -1.3% | -$1.17万 | 减仓 |
| HAL | HALLIBURTON CO | $98.74万 | 0.82% | 29,085 | 52 | 0.2% | $1,765 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $102.95万 | 0.85% | 10,305 | -7 | -0.1% | -$699 | 减仓 |
| VFH | VANGUARD WORLD FD | $113.48万 | 0.94% | 8,623 | -482 | -5.3% | -$6.34万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $114.53万 | 0.95% | 21,799 | -144 | -0.7% | -$7,566 | 减仓 |
| VOX | VANGUARD WORLD FD | $114.90万 | 0.95% | 6,246 | -68 | -1.1% | -$1.25万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $118.21万 | 0.98% | 21,488 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $131.56万 | 1.09% | 18,936 | -238 | -1.2% | -$1.65万 | 减仓 |
| — | EXXON MOBIL CORP | $134.46万 | 1.12% | 9,835 | -93 | -0.9% | -$1.27万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $163.79万 | 1.36% | 15,926 | -152 | -0.9% | -$1.56万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $182.77万 | 1.52% | 23,874 | -428 | -1.8% | -$3.28万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $200.45万 | 1.66% | 25,948 | -123 | -0.5% | -$9,502 | 减仓 |
| — | FIDELITY ETHEREUM FD | $219.88万 | 1.82% | 139,697 | 2,357 | 1.7% | $3.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $234.09万 | 1.94% | 12,287 | -65 | -0.5% | -$1.24万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $257.66万 | 2.14% | 25,867 | -123 | -0.5% | -$1.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $264.84万 | 2.20% | 22,159 | -1,217 | -5.2% | -$14.55万 | 减仓 |
| SHV | ISHARES TR | $268.19万 | 2.22% | 24,303 | -19 | -0.1% | -$2,097 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $275.68万 | 2.29% | 54,002 | 983 | 1.9% | $5.02万 | 加仓 |
| IWF | ISHARES TR | $443.61万 | 3.68% | 35,727 | 39 | 0.1% | $4,843 | 加仓 |
| AAPL | APPLE INC | $626.93万 | 5.20% | 21,666 | 13,542 | 166.7% | $391.85万 | 加仓 |
| IVV | ISHARES TR | $739.83万 | 6.14% | 9,879 | -65 | -0.7% | -$4.87万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $788.55万 | 6.54% | 27,613 | -487 | -1.7% | -$13.91万 | 减仓 |
| IWV | ISHARES TR | $1,992.71万 | 16.53% | 46,734 | 1,959 | 4.4% | $83.53万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,853.69万 | 23.67% | 776,304 | -3,353 | -0.4% | -$12.33万 | 减仓 |