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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $0 | 0.00% | 0 | -10,780 | -100.0% | -$70.17万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -13,627 | -100.0% | -$69.43万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,245 | -100.0% | -$58.07万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -4,992 | -100.0% | -$48.55万 | 清仓 |
| STPZ | PIMCO ETF TR | $0 | 0.00% | 0 | -8,580 | -100.0% | -$46.42万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -2,160 | -100.0% | -$46.30万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,357 | -100.0% | -$39.98万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,906 | -100.0% | -$38.34万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,853 | -100.0% | -$38.14万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -2,287 | -100.0% | -$36.50万 | 清仓 |
| INDY | ISHARES TR | $0 | 0.00% | 0 | -8,314 | -100.0% | -$35.12万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,128 | -100.0% | -$34.43万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,571 | -100.0% | -$34.34万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,487 | -100.0% | -$29.33万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -767 | -100.0% | -$28.43万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,303 | -100.0% | -$26.97万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,448 | -100.0% | -$25.92万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,345 | -100.0% | -$25.12万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,978 | -100.0% | -$24.99万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -2,556 | -100.0% | -$24.18万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,167 | -100.0% | -$23.78万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,184 | -100.0% | -$23.28万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,761 | -100.0% | -$23.25万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,249 | -100.0% | -$22.97万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -451 | -100.0% | -$22.55万 | 清仓 |
| — | REKOR SYSTEMS INC | $0 | 0.00% | 0 | -10,615 | -100.0% | -$8,704 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $5.88万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $15.81万 | 0.04% | 16,300 | 358 | 2.2% | $3,473 | 加仓 |
| URI | UNITED RENTALS INC | $20.02万 | 0.05% | 176 | 176 | — | $20.02万 | 新建仓 |
| MMM | 3M CO | $20.66万 | 0.05% | 1,276 | 1,276 | — | $20.66万 | 新建仓 |
| EWJ | ISHARES INC | $21.14万 | 0.05% | 2,266 | 2,266 | — | $21.14万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $21.33万 | 0.05% | 9,030 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $21.52万 | 0.05% | 887 | 887 | — | $21.52万 | 新建仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $21.53万 | 0.05% | 4,298 | 4,298 | — | $21.53万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $23.00万 | 0.06% | 1,212 | -340 | -21.9% | -$6.45万 | 减仓 |
| RTX | RTX CORPORATION | $23.56万 | 0.06% | 1,241 | -366 | -22.8% | -$6.95万 | 减仓 |
| FDX | FEDEX CORP | $23.64万 | 0.06% | 755 | 1 | 0.1% | $313 | 加仓 |
| GEV | GE VERNOVA INC | $23.85万 | 0.06% | 203 | -38 | -15.8% | -$4.46万 | 减仓 |
| DCI | DONALDSON INC | $23.95万 | 0.06% | 2,668 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $24.31万 | 0.06% | 909 | 909 | — | $24.31万 | 新建仓 |
| IEF | ISHARES TR | $24.59万 | 0.06% | 2,599 | 2,599 | — | $24.59万 | 新建仓 |
| TMFC | RBB FD INC | $24.80万 | 0.06% | 3,256 | -3,256 | -50.0% | -$24.80万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $24.89万 | 0.06% | 4,858 | 0 | 0.0% | — | 重新持有 |
| CLS | CELESTICA INC | $25.24万 | 0.06% | 692 | 0 | 0.0% | — | 重新持有 |
| IGIB | ISHARES TR | $25.59万 | 0.06% | 4,812 | 4,812 | — | $25.59万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $25.70万 | 0.06% | 778 | -246 | -24.0% | -$8.13万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.97万 | 0.06% | 5,390 | -375 | -6.5% | -$1.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.60万 | 0.06% | 1,124 | -1,536 | -57.7% | -$36.35万 | 减仓 |
| VLO | VALERO ENERGY CORP | $26.72万 | 0.06% | 1,026 | 1 | 0.1% | $260 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $27.38万 | 0.07% | 4,991 | 4,991 | — | $27.38万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $27.77万 | 0.07% | 5,481 | 2 | 0.0% | $101 | 加仓 |
| BAC | BANK OF AMER CORP | $28.16万 | 0.07% | 4,941 | -694 | -12.3% | -$3.96万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $28.25万 | 0.07% | 1,953 | 6 | 0.3% | $868 | 加仓 |
| HUM | HUMANA INC | $29.79万 | 0.07% | 750 | 750 | — | $29.79万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.81万 | 0.07% | 717 | -250 | -25.9% | -$10.40万 | 减仓 |
| ATRO | ASTRONICS CORP | $30.04万 | 0.07% | 3,697 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $30.30万 | 0.07% | 3,789 | -4,364 | -53.5% | -$34.90万 | 减仓 |
| AMGN | AMGEN INC | $30.73万 | 0.07% | 848 | 848 | — | $30.73万 | 新建仓 |
| GE | GE AEROSPACE | $30.73万 | 0.07% | 822 | -159 | -16.2% | -$5.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.82万 | 0.07% | 267 | 267 | — | $30.82万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.13万 | 0.07% | 595 | -115 | -16.2% | -$6.02万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $31.39万 | 0.08% | 1,420 | 1,420 | — | $31.39万 | 新建仓 |
| EFG | ISHARES TR | $31.70万 | 0.08% | 2,548 | -250 | -8.9% | -$3.11万 | 减仓 |
| HON | HONEYWELL INTL INC | $31.79万 | 0.08% | 1,420 | -2,148 | -60.2% | -$48.09万 | 减仓 |
| VSEC | VSE CORP | $31.99万 | 0.08% | 1,400 | 0 | 0.0% | — | 不变 |
| JMSB | JOHN MARSHALL BANCORP INC | $32.41万 | 0.08% | 14,865 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $33.35万 | 0.08% | 463 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $33.44万 | 0.08% | 2,280 | -2,041 | -47.2% | -$29.94万 | 减仓 |
| SMH | VANECK ETF TRUST | $34.04万 | 0.08% | 519 | -521 | -50.1% | -$34.17万 | 减仓 |
| DTH | WISDOMTREE TR | $34.09万 | 0.08% | 6,300 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $34.15万 | 0.08% | 2,657 | -118 | -4.3% | -$1.52万 | 减仓 |
| SHM | SPDR SERIES TRUST | $35.62万 | 0.09% | 7,426 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $36.39万 | 0.09% | 17,581 | -3,541 | -16.8% | -$7.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.92万 | 0.09% | 365 | -17 | -4.5% | -$1.72万 | 减仓 |
| META | META PLATFORMS INC | $36.96万 | 0.09% | 656 | -136 | -17.2% | -$7.66万 | 减仓 |
| SDY | SPDR SERIES TRUST | $37.77万 | 0.09% | 2,482 | -46 | -1.8% | -$7,000 | 减仓 |
| DGRO | ISHARES TR | $38.16万 | 0.09% | 5,035 | -66 | -1.3% | -$5,002 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $39.06万 | 0.09% | 1,947 | -152 | -7.2% | -$3.05万 | 减仓 |
| YUM | YUM BRANDS INC | $39.20万 | 0.09% | 2,451 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $39.88万 | 0.10% | 5,272 | -28 | -0.5% | -$2,118 | 减仓 |
| PEP | PEPSICO INC | $41.22万 | 0.10% | 3,044 | 62 | 2.1% | $8,396 | 加仓 |
| SCZ | ISHARES TR | $41.50万 | 0.10% | 5,044 | 977 | 24.0% | $8.04万 | 加仓 |
| V | VISA INC | $41.55万 | 0.10% | 1,211 | -898 | -42.6% | -$30.81万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $41.85万 | 0.10% | 7,879 | -6,244 | -44.2% | -$33.17万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $42.10万 | 0.10% | 17,899 | -1,442 | -7.5% | -$3.39万 | 减仓 |
| MUB | ISHARES TR | $42.78万 | 0.10% | 3,974 | 743 | 23.0% | $8.00万 | 加仓 |
| ABBV | ABBVIE INC | $43.80万 | 0.11% | 1,740 | -167 | -8.8% | -$4.20万 | 减仓 |
| GLD | SPDR GOLD TR | $44.19万 | 0.11% | 1,199 | -2,319 | -65.9% | -$85.47万 | 减仓 |
| GOOG | ALPHABET INC | $47.34万 | 0.11% | 1,339 | -424 | -24.0% | -$14.99万 | 减仓 |
| TSLA | TESLA INC | $47.41万 | 0.11% | 1,127 | 66 | 6.2% | $2.78万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $47.73万 | 0.11% | 5,351 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $47.95万 | 0.12% | 4,560 | -577 | -11.2% | -$6.07万 | 减仓 |
| VV | VANGUARD INDEX FDS | $48.59万 | 0.12% | 1,413 | 192 | 15.7% | $6.60万 | 加仓 |
| HD | HOME DEPOT INC | $48.80万 | 0.12% | 1,383 | -90 | -6.1% | -$3.18万 | 减仓 |
| GLW | CORNING INC | $49.27万 | 0.12% | 1,928 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $49.84万 | 0.12% | 978 | 331 | 51.2% | $16.87万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $49.96万 | 0.12% | 37,169 | -60,563 | -62.0% | -$81.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.21万 | 0.12% | 547 | -215 | -28.2% | -$20.13万 | 减仓 |
| KO | COCA COLA CO | $52.67万 | 0.13% | 6,480 | -2,409 | -27.1% | -$19.58万 | 减仓 |
| IUSG | ISHARES TR | $53.20万 | 0.13% | 2,828 | 741 | 35.5% | $13.94万 | 加仓 |