KFA Private Wealth Group, LLC
Tysons VA · SEC CIK 0001800556
$4.17亿2026Q1 申报市值
160持仓数
57.5%前十大占比 · 第一大 17.7%
17 / 6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
PHYL 新建仓+$489.09万
FBCG 加仓+$366.61万
ONEQ 加仓+$257.01万
FENI 新建仓+$237.34万
FBND 加仓+$150.19万
2026Q1 卖出最多 按季末市值估算
JNK 减仓-$458.28万
AAPL 减仓-$68.07万
MSFT 减仓-$60.75万
IEMG 减仓-$46.80万
PFE 清仓-$40.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,387.54万 | 17.73% | 113,095 | 1,484 | 1.3% | $96.94万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $5,264.47万 | 12.64% | 1,050,372 | 73,146 | 7.5% | $366.61万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,033.51万 | 4.88% | 445,748 | 32,922 | 8.0% | $150.19万 | 加仓 |
| SHV | ISHARES TR | $1,748.75万 | 4.20% | 158,415 | 320 | 0.2% | $3.53万 | 加仓 |
| IJH | ISHARES TR | $1,429.60万 | 3.43% | 211,698 | -1,801 | -0.8% | -$12.16万 | 减仓 |
| IEMG | ISHARES INC | $1,345.55万 | 3.23% | 192,909 | -6,710 | -3.4% | -$46.80万 | 减仓 |
| ITOT | ISHARES TR | $1,340.43万 | 3.22% | 94,111 | 465 | 0.5% | $6.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,180.10万 | 2.83% | 60,147 | 327 | 0.5% | $6.42万 | 加仓 |
| IJR | ISHARES TR | $1,138.18万 | 2.73% | 91,560 | 1,047 | 1.2% | $13.02万 | 加仓 |
| IXUS | ISHARES TR | $1,072.77万 | 2.57% | 123,818 | 9,037 | 7.9% | $78.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $890.34万 | 2.14% | 31,002 | -433 | -1.4% | -$12.44万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $871.06万 | 2.09% | 65,542 | -108 | -0.2% | -$1.44万 | 减仓 |
| AGG | ISHARES TR | $817.74万 | 1.96% | 82,375 | 3,453 | 4.4% | $34.28万 | 加仓 |
| SHY | ISHARES TR | $804.74万 | 1.93% | 97,461 | 5,265 | 5.7% | $43.47万 | 加仓 |
| ISTB | ISHARES TR | $777.58万 | 1.87% | 160,458 | 1,081 | 0.7% | $5.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $770.30万 | 1.85% | 11,844 | -243 | -2.0% | -$15.80万 | 减仓 |
| AAPL | APPLE INC | $523.46万 | 1.26% | 20,625 | -2,682 | -11.5% | -$68.07万 | 减仓 |
| FLTR | VANECK ETF TRUST | $493.75万 | 1.19% | 193,780 | 960 | 0.5% | $2.45万 | 加仓 |
| PHYL | PGIM ETF TR | $489.09万 | 1.17% | 141,233 | 141,233 | — | $489.09万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $481.62万 | 1.16% | 18,388 | -289 | -1.5% | -$7.57万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $380.37万 | 0.91% | 44,797 | 30,268 | 208.3% | $257.01万 | 加仓 |
| IUSB | ISHARES TR | $366.46万 | 0.88% | 79,337 | 5,132 | 6.9% | $23.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $350.59万 | 0.84% | 8,026 | 1,070 | 15.4% | $46.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $339.31万 | 0.81% | 19,456 | -281 | -1.4% | -$4.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $333.40万 | 0.80% | 5,579 | -18 | -0.3% | -$1.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $245.23万 | 0.59% | 7,643 | 279 | 3.8% | $8.95万 | 加仓 |
| MO | ALTRIA GROUP INC | $238.99万 | 0.57% | 36,216 | 339 | 0.9% | $2.24万 | 加仓 |
| SUB | ISHARES TR | $237.48万 | 0.57% | 22,298 | 1,082 | 5.1% | $11.52万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $237.34万 | 0.57% | 63,800 | 63,800 | — | $237.34万 | 新建仓 |
| AMZN | AMAZON COM INC | $218.24万 | 0.52% | 10,478 | -201 | -1.9% | -$4.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $216.86万 | 0.52% | 5,858 | -1,641 | -21.9% | -$60.75万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $206.80万 | 0.50% | 26,819 | -781 | -2.8% | -$6.02万 | 减仓 |
| — | EXXON MOBIL CORP | $203.92万 | 0.49% | 12,019 | -590 | -4.7% | -$10.01万 | 减仓 |
| EFA | ISHARES TR | $202.89万 | 0.49% | 20,888 | 733 | 3.6% | $7.12万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $178.52万 | 0.43% | 36,159 | -219 | -0.6% | -$1.08万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $154.63万 | 0.37% | 20,997 | 11,578 | 122.9% | $85.26万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $153.86万 | 0.37% | 4,800 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $152.76万 | 0.37% | 26,899 | 940 | 3.6% | $5.34万 | 加仓 |
| MCD | MCDONALDS CORP | $151.99万 | 0.36% | 4,890 | -25 | -0.5% | -$7,771 | 减仓 |
| GLD | SPDR GOLD TR | $151.40万 | 0.36% | 3,518 | -56 | -1.6% | -$2.41万 | 减仓 |
| WMT | WALMART INC | $150.38万 | 0.36% | 12,100 | -38 | -0.3% | -$4,723 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $147.39万 | 0.35% | 25,571 | -96 | -0.4% | -$5,533 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $147.17万 | 0.35% | 9,937 | 176 | 1.8% | $2.61万 | 加仓 |
| GOOGL | ALPHABET INC | $138.31万 | 0.33% | 4,809 | -54 | -1.1% | -$1.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $120.88万 | 0.29% | 4,945 | -253 | -4.9% | -$6.18万 | 减仓 |
| CAT | CATERPILLAR INC | $119.47万 | 0.29% | 1,686 | -237 | -12.3% | -$16.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.90万 | 0.26% | 17,150 | -143 | -0.8% | -$9,164 | 减仓 |
| IVW | ISHARES TR | $105.18万 | 0.25% | 9,299 | 196 | 2.2% | $2.22万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $104.96万 | 0.25% | 97,732 | 1,850 | 1.9% | $1.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.17万 | 0.25% | 3,541 | -28 | -0.8% | -$8,237 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $96.35万 | 0.23% | 6,572 | 22 | 0.3% | $3,225 | 加仓 |
| HDV | ISHARES TR | $93.93万 | 0.23% | 6,920 | -226 | -3.2% | -$3.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $93.88万 | 0.23% | 5,678 | 61 | 1.1% | $1.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $93.71万 | 0.22% | 3,866 | 101 | 2.7% | $2.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.65万 | 0.21% | 1,850 | 162 | 9.6% | $7.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $88.15万 | 0.21% | 1,527 | -41 | -2.6% | -$2.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $86.52万 | 0.21% | 14,123 | -426 | -2.9% | -$2.61万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $85.44万 | 0.21% | 4,205 | 66 | 1.6% | $1.34万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $84.94万 | 0.20% | 28,636 | 1,836 | 6.9% | $5.45万 | 加仓 |
| GIB | CGI INC | $83.21万 | 0.20% | 11,382 | -673 | -5.6% | -$4.92万 | 减仓 |
| — | HONEYWELL INTL INC | $80.67万 | 0.19% | 3,568 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $78.32万 | 0.19% | 7,387 | -219 | -2.9% | -$2.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.01万 | 0.18% | 762 | -11 | -1.4% | -$1.10万 | 减仓 |
| — | ISHARES TR | $70.17万 | 0.17% | 10,780 | 101 | 0.9% | $6,574 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $69.71万 | 0.17% | 5,949 | 2,851 | 92.0% | $33.41万 | 加仓 |
| FLOT | ISHARES TR | $69.43万 | 0.17% | 13,627 | -117 | -0.9% | -$5,961 | 减仓 |
| KO | COCA COLA CO | $67.61万 | 0.16% | 8,889 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $67.02万 | 0.16% | 7,001 | -47,874 | -87.2% | -$458.28万 | 减仓 |
| HYG | ISHARES TR | $64.87万 | 0.16% | 8,153 | -48 | -0.6% | -$3,819 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $64.27万 | 0.15% | 1,965 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $63.75万 | 0.15% | 2,109 | 1 | 0.0% | $302 | 加仓 |
| AVGO | BROADCOM INC | $62.85万 | 0.15% | 2,030 | -6 | -0.3% | -$1,858 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $62.57万 | 0.15% | 3,260 | 374 | 13.0% | $7.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $62.43万 | 0.15% | 4,321 | 246 | 6.0% | $3.55万 | 加仓 |
| T | AT&T INC | $61.23万 | 0.15% | 21,122 | 187 | 0.9% | $5,421 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $58.07万 | 0.14% | 10,245 | 730 | 7.7% | $4.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.21万 | 0.14% | 2,660 | -5 | -0.2% | -$1,075 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $55.75万 | 0.13% | 1,942 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $52.51万 | 0.13% | 2,519 | -17 | -0.7% | -$3,544 | 减仓 |
| GOOG | ALPHABET INC | $50.59万 | 0.12% | 1,763 | -83 | -4.5% | -$2.38万 | 减仓 |
| IEFA | ISHARES TR | $49.97万 | 0.12% | 5,519 | 990 | 21.9% | $8.96万 | 加仓 |
| IWR | ISHARES TR | $48.55万 | 0.12% | 4,992 | -31 | -0.6% | -$3,015 | 减仓 |
| HD | HOME DEPOT INC | $48.47万 | 0.12% | 1,473 | -52 | -3.4% | -$1.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $47.76万 | 0.11% | 1,579 | -19 | -1.2% | -$5,747 | 减仓 |
| IWX | ISHARES TR | $47.60万 | 0.11% | 5,137 | 2,434 | 90.0% | $22.56万 | 加仓 |
| CSCO | CISCO SYS INC | $46.65万 | 0.11% | 6,011 | 202 | 3.5% | $1.57万 | 加仓 |
| STPZ | PIMCO ETF TR | $46.42万 | 0.11% | 8,580 | 8,580 | — | $46.42万 | 新建仓 |
| PEP | PEPSICO INC | $46.32万 | 0.11% | 2,982 | 5 | 0.2% | $777 | 加仓 |
| AME | AMETEK INC | $46.30万 | 0.11% | 2,160 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $45.40万 | 0.11% | 5,351 | -67 | -1.2% | -$5,684 | 减仓 |
| META | META PLATFORMS INC | $45.31万 | 0.11% | 792 | 50 | 6.7% | $2.86万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $44.45万 | 0.11% | 19,341 | 10,166 | 110.8% | $23.36万 | 加仓 |
| LLY | ELI LILLY & CO | $44.14万 | 0.11% | 479 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $43.95万 | 0.11% | 3,874 | 12 | 0.3% | $1,361 | 加仓 |
| TMFC | RBB FD INC | $42.96万 | 0.10% | 6,512 | 6,512 | — | $42.96万 | 新建仓 |
| ABBV | ABBVIE INC | $41.50万 | 0.10% | 1,907 | -108 | -5.4% | -$2.35万 | 减仓 |
| DSI | ISHARES TR | $41.14万 | 0.10% | 3,394 | 6 | 0.2% | $727 | 加仓 |
| GDX | VANECK ETF TRUST | $39.98万 | 0.10% | 4,357 | -97 | -2.2% | -$8,902 | 减仓 |
| SMH | VANECK ETF TRUST | $39.87万 | 0.10% | 1,040 | 44 | 4.4% | $1.69万 | 加仓 |
| TSLA | TESLA INC | $39.48万 | 0.09% | 1,061 | 0 | 0.0% | — | 不变 |