KDK Private Wealth Management, LLC
Houston TX · SEC CIK 0001776910
$1.09亿2026Q1 申报市值
60持仓数
68.8%前十大占比 · 第一大 27.0%
1 / 13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
EPD 加仓+$27.04万
COTERRA ENERGY I 新建仓+$21.08万
FBTC 加仓+$7.56万
FIDELITY ETHEREU 加仓+$6.93万
VGT 加仓+$5.23万
2026Q1 卖出最多 按季末市值估算
GOOGL 清仓-$91.39万
NVDA 清仓-$69.42万
MSFT 清仓-$54.19万
AAPL 减仓-$52.94万
LRCX 清仓-$42.59万
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 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $2,950.22万 | 26.99% | 779,657 | 7,147 | 0.9% | $27.04万 | 加仓 |
| IWV | ISHARES TR | $1,659.72万 | 15.18% | 44,775 | -346 | -0.8% | -$12.83万 | 减仓 |
| IVV | ISHARES TR | $644.47万 | 5.90% | 9,944 | -30 | -0.3% | -$1.94万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $584.62万 | 5.35% | 28,100 | -691 | -2.4% | -$14.38万 | 减仓 |
| IWF | ISHARES TR | $380.45万 | 3.48% | 8,922 | -5 | -0.1% | -$2,132 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $312.97万 | 2.86% | 53,019 | 1,280 | 2.5% | $7.56万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $286.77万 | 2.62% | 137,340 | 3,320 | 2.5% | $6.93万 | 加仓 |
| SHV | ISHARES TR | $268.48万 | 2.46% | 24,322 | -858 | -3.4% | -$9.47万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $224.87万 | 2.06% | 25,990 | -227 | -0.9% | -$1.96万 | 减仓 |
| AAPL | APPLE INC | $206.18万 | 1.89% | 8,124 | -2,086 | -20.4% | -$52.94万 | 减仓 |
| VGT | VANGUARD WORLD FD | $203.87万 | 1.87% | 2,922 | 75 | 2.6% | $5.23万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $183.43万 | 1.68% | 26,071 | -270 | -1.0% | -$1.90万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $170.59万 | 1.56% | 24,302 | -555 | -2.2% | -$3.90万 | 减仓 |
| — | EXXON MOBIL CORP | $168.43万 | 1.54% | 9,928 | -1,086 | -9.9% | -$18.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $164.16万 | 1.50% | 12,352 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $149.94万 | 1.37% | 16,078 | -11 | -0.1% | -$1,026 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $130.61万 | 1.19% | 19,174 | -506 | -2.6% | -$3.45万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $114.83万 | 1.05% | 21,943 | -214 | -1.0% | -$1.12万 | 减仓 |
| VOX | VANGUARD WORLD FD | $113.56万 | 1.04% | 6,314 | 56 | 0.9% | $1.01万 | 加仓 |
| HAL | HALLIBURTON CO | $113.20万 | 1.04% | 29,033 | -337 | -1.1% | -$1.31万 | 减仓 |
| VFH | VANGUARD WORLD FD | $110.00万 | 1.01% | 9,105 | 49 | 0.5% | $5,920 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $104.13万 | 0.95% | 21,488 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $95.41万 | 0.87% | 10,312 | -15 | -0.1% | -$1,388 | 减仓 |
| NMRK | NEWMARK GROUP INC | $89.94万 | 0.82% | 60,000 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $84.32万 | 0.77% | 3,097 | 7 | 0.2% | $1,906 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $81.16万 | 0.74% | 23,857 | -215 | -0.9% | -$7,314 | 减仓 |
| IEFA | ISHARES TR | $78.90万 | 0.72% | 8,715 | -13 | -0.1% | -$1,177 | 减仓 |
| CVX | CHEVRON CORPORATION | $76.14万 | 0.70% | 3,680 | -1,105 | -23.1% | -$22.86万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $74.02万 | 0.68% | 6,792 | -240 | -3.4% | -$2.62万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $65.25万 | 0.60% | 39,500 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $60.35万 | 0.55% | 3,183 | -29 | -0.9% | -$5,498 | 减仓 |
| META | META PLATFORMS INC | $59.56万 | 0.54% | 1,041 | -284 | -21.4% | -$16.25万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $58.95万 | 0.54% | 8,003 | 182 | 2.3% | $1.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.84万 | 0.52% | 874 | 79 | 9.9% | $5.14万 | 加仓 |
| VCR | VANGUARD WORLD FD | $53.10万 | 0.49% | 1,479 | 26 | 1.8% | $9,335 | 加仓 |
| MDYG | SPDR SERIES TRUST | $51.35万 | 0.47% | 5,351 | -60 | -1.1% | -$5,758 | 减仓 |
| IWO | ISHARES TR | $51.34万 | 0.47% | 1,636 | -46 | -2.7% | -$1.44万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $40.31万 | 0.37% | 6,993 | -4 | -0.1% | -$231 | 减仓 |
| IEMG | ISHARES INC | $39.00万 | 0.36% | 5,592 | -12 | -0.2% | -$837 | 减仓 |
| VDE | VANGUARD WORLD FD | $36.55万 | 0.33% | 2,112 | 27 | 1.3% | $4,672 | 加仓 |
| DVY | ISHARES TR | $35.24万 | 0.32% | 2,400 | 180 | 8.1% | $2.64万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $34.91万 | 0.32% | 3,149 | -75 | -2.3% | -$8,314 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $34.79万 | 0.32% | 24,041 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $32.78万 | 0.30% | 5,550 | -4 | -0.1% | -$236 | 减仓 |
| VBR | VANGUARD INDEX FDS | $32.37万 | 0.30% | 1,490 | -27 | -1.8% | -$5,866 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $29.77万 | 0.27% | 5,641 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $28.14万 | 0.26% | 1,420 | -26 | -1.8% | -$5,152 | 减仓 |
| IWB | ISHARES TR | $26.88万 | 0.25% | 754 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $26.66万 | 0.24% | 854 | 1 | 0.1% | $312 | 加仓 |
| SMLF | ISHARES TR | $26.44万 | 0.24% | 3,503 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $25.52万 | 0.23% | 2,997 | -67 | -2.2% | -$5,705 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $25.28万 | 0.23% | 7,541 | -62 | -0.8% | -$2,079 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $23.64万 | 0.22% | 6,250 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $23.30万 | 0.21% | 8,659 | -142 | -1.6% | -$3,821 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.20% | 52 | -1 | -1.9% | -$4,210 | 减仓 |
| NEM | NEWMONT CORP | $21.74万 | 0.20% | 2,008 | -1,051 | -34.4% | -$11.38万 | 减仓 |
| — | COTERRA ENERGY INC | $21.08万 | 0.19% | 6,000 | 6,000 | — | $21.08万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.75万 | 0.19% | 359 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $20.66万 | 0.19% | 1,742 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $20.38万 | 0.19% | 2,146 | -103 | -4.6% | -$9,780 | 减仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -2,920 | -100.0% | -$91.39万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -3,722 | -100.0% | -$69.42万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -1,120 | -100.0% | -$54.19万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -2,488 | -100.0% | -$42.59万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$34.95万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -993 | -100.0% | -$34.35万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -610 | -100.0% | -$31.15万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -581 | -100.0% | -$29.20万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$27.99万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -795 | -100.0% | -$25.63万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -5,559 | -100.0% | -$25.51万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,452 | -100.0% | -$20.84万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,171 | -100.0% | -$20.23万 | 清仓 |