KFA Private Wealth Group, LLC
Tysons VA · SEC CIK 0001800556
$4.15亿2026Q2 申报市值
150持仓数
59.5%前十大占比 · 第一大 16.7%
14 / 26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
ISTB 加仓+$147.68万
FBND 加仓+$138.78万
QQQ 加仓+$120.93万
SHY 加仓+$108.23万
IVE 新建仓+$81.39万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1,523.17万
XLK 减仓-$577.01万
IXUS 减仓-$539.58万
IJH 减仓-$449.87万
AGG 减仓-$434.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $53.24万 | 0.13% | 1,574 | -5 | -0.3% | -$1,691 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $53.85万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $54.11万 | 0.13% | 3,866 | -8 | -0.2% | -$1,120 | 减仓 |
| LLY | ELI LILLY & CO | $54.25万 | 0.13% | 452 | -27 | -5.6% | -$3.24万 | 减仓 |
| DSI | ISHARES TR | $55.96万 | 0.13% | 3,929 | 535 | 15.8% | $7.62万 | 加仓 |
| DOV | DOVER CORP | $56.51万 | 0.14% | 2,519 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $61.13万 | 0.15% | 1,943 | 1 | 0.1% | $315 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $61.64万 | 0.15% | 2,897 | -363 | -11.1% | -$7.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.89万 | 0.15% | 1,451 | -138 | -8.7% | -$5.98万 | 减仓 |
| IEFA | ISHARES TR | $64.94万 | 0.16% | 6,723 | 1,204 | 21.8% | $11.63万 | 加仓 |
| JNK | SPDR SERIES TRUST | $66.65万 | 0.16% | 6,915 | -86 | -1.2% | -$8,289 | 减仓 |
| GIB | CGI INC | $66.71万 | 0.16% | 10,331 | -1,051 | -9.2% | -$6.79万 | 减仓 |
| CSCO | CISCO SYS INC | $67.45万 | 0.16% | 5,742 | -269 | -4.5% | -$3.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.18万 | 0.17% | 1,382 | -468 | -25.3% | -$23.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.56万 | 0.17% | 2,473 | -1,393 | -36.0% | -$39.18万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $71.18万 | 0.17% | 13,278 | -22,881 | -63.3% | -$122.67万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $72.82万 | 0.18% | 1,965 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $75.89万 | 0.18% | 4,801 | -5,136 | -51.7% | -$81.18万 | 减仓 |
| AVGO | BROADCOM INC | $80.11万 | 0.19% | 2,120 | 90 | 4.4% | $3.40万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $80.56万 | 0.19% | 5,980 | 31 | 0.5% | $4,176 | 加仓 |
| IVE | ISHARES TR | $81.39万 | 0.20% | 3,584 | 3,584 | — | $81.39万 | 新建仓 |
| NOBL | PROSHARES TR | $82.06万 | 0.20% | 14,612 | -162 | -1.1% | -$9,098 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $82.88万 | 0.20% | 5,223 | -1,349 | -20.5% | -$21.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.16万 | 0.20% | 3,313 | -1,632 | -33.0% | -$41.46万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $90.61万 | 0.22% | 4,046 | -159 | -3.8% | -$3.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $91.97万 | 0.22% | 2,809 | -732 | -20.7% | -$23.97万 | 减仓 |
| MCD | MCDONALDS CORP | $99.06万 | 0.24% | 3,664 | -1,226 | -25.1% | -$33.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $102.11万 | 0.25% | 5,644 | -34 | -0.6% | -$6,151 | 减仓 |
| EEM | ISHARES TR | $104.16万 | 0.25% | 15,225 | -11,674 | -43.4% | -$79.86万 | 减仓 |
| CAT | CATERPILLAR INC | $109.97万 | 0.26% | 1,032 | -654 | -38.8% | -$69.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.22万 | 0.27% | 1,931 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $117.16万 | 0.28% | 3,899 | 2,311 | 145.5% | $69.44万 | 加仓 |
| HDV | ISHARES TR | $121.00万 | 0.29% | 44,146 | 9,546 | 27.6% | $26.17万 | 加仓 |
| WMT | WALMART INC | $127.89万 | 0.31% | 11,291 | -809 | -6.7% | -$9.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $131.00万 | 0.32% | 18,385 | 1,235 | 7.2% | $8.80万 | 加仓 |
| IVW | ISHARES TR | $140.05万 | 0.34% | 10,183 | 884 | 9.5% | $12.16万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $146.62万 | 0.35% | 43,780 | 15,144 | 52.9% | $50.72万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $147.21万 | 0.35% | 25,451 | -120 | -0.5% | -$6,941 | 减仓 |
| — | EXXON MOBIL CORP | $152.38万 | 0.37% | 11,145 | -874 | -7.3% | -$11.95万 | 减仓 |
| GOOGL | ALPHABET INC | $160.06万 | 0.39% | 4,478 | -331 | -6.9% | -$11.83万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $165.41万 | 0.40% | 4,804 | 4 | 0.1% | $1,377 | 加仓 |
| EFA | ISHARES TR | $195.30万 | 0.47% | 18,800 | -2,088 | -10.0% | -$21.69万 | 减仓 |
| AMZN | AMAZON COM INC | $204.12万 | 0.49% | 8,564 | -1,914 | -18.3% | -$45.62万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $208.15万 | 0.50% | 28,354 | 7,357 | 35.0% | $54.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $233.38万 | 0.56% | 3,169 | 1,642 | 107.5% | $120.93万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $242.17万 | 0.58% | 28,326 | 1,507 | 5.6% | $12.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $245.18万 | 0.59% | 6,572 | 714 | 12.2% | $26.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $259.46万 | 0.62% | 36,061 | -155 | -0.4% | -$1.12万 | 减仓 |
| SUB | ISHARES TR | $265.11万 | 0.64% | 24,900 | 2,602 | 11.7% | $27.70万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $285.27万 | 0.69% | 71,085 | 7,285 | 11.4% | $29.23万 | 加仓 |
| IUSB | ISHARES TR | $305.78万 | 0.74% | 66,258 | -13,079 | -16.5% | -$60.36万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $309.17万 | 0.74% | 8,355 | 712 | 9.3% | $26.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $322.89万 | 0.78% | 16,137 | -3,319 | -17.1% | -$66.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $376.94万 | 0.91% | 5,488 | -91 | -1.6% | -$6.25万 | 减仓 |
| AGG | ISHARES TR | $380.76万 | 0.92% | 38,468 | -43,907 | -53.3% | -$434.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $418.93万 | 1.01% | 48,633 | 477 | 1.0% | $4.11万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $473.39万 | 1.14% | 45,861 | 1,064 | 2.4% | $10.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $479.26万 | 1.15% | 15,811 | -2,577 | -14.0% | -$78.11万 | 减仓 |
| PHYL | PGIM ETF TR | $504.66万 | 1.22% | 144,685 | 3,452 | 2.4% | $12.04万 | 加仓 |
| AAPL | APPLE INC | $520.17万 | 1.25% | 17,976 | -2,649 | -12.8% | -$76.65万 | 减仓 |
| FLTR | VANECK ETF TRUST | $564.60万 | 1.36% | 220,459 | 26,679 | 13.8% | $68.33万 | 加仓 |
| IXUS | ISHARES TR | $642.14万 | 1.55% | 67,282 | -56,536 | -45.7% | -$539.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $661.81万 | 1.59% | 8,862 | -2,982 | -25.2% | -$222.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $671.70万 | 1.62% | 35,256 | -30,286 | -46.2% | -$577.01万 | 减仓 |
| SHY | ISHARES TR | $908.48万 | 2.19% | 110,642 | 13,181 | 13.5% | $108.23万 | 加仓 |
| ISTB | ISHARES TR | $921.89万 | 2.22% | 191,066 | 30,608 | 19.1% | $147.68万 | 加仓 |
| IJR | ISHARES TR | $988.04万 | 2.38% | 66,619 | -24,941 | -27.2% | -$369.90万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,026.84万 | 2.47% | 127,446 | 3,438 | 2.8% | $27.70万 | 加仓 |
| IJH | ISHARES TR | $1,182.54万 | 2.85% | 153,357 | -58,341 | -27.6% | -$449.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,198.95万 | 2.89% | 55,015 | -5,132 | -8.5% | -$111.84万 | 减仓 |
| ITOT | ISHARES TR | $1,359.34万 | 3.27% | 82,750 | -11,361 | -12.1% | -$186.63万 | 减仓 |
| IEMG | ISHARES INC | $1,619.41万 | 3.90% | 195,486 | 2,577 | 1.3% | $21.35万 | 加仓 |
| SHV | ISHARES TR | $1,660.64万 | 4.00% | 150,488 | -7,927 | -5.0% | -$87.47万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,166.49万 | 5.22% | 476,256 | 30,508 | 6.8% | $138.78万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $6,549.61万 | 15.77% | 1,054,517 | 4,145 | 0.4% | $25.74万 | 加仓 |
| IVV | ISHARES TR | $6,946.43万 | 16.73% | 92,756 | -20,339 | -18.0% | -$1,523.17万 | 减仓 |