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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $39.39万 | 0.09% | 1,588 | 298 | 23.1% | $7.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.30万 | 0.09% | 1,931 | -1 | -0.1% | -$204 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.12万 | 0.09% | 647 | 28 | 4.5% | $1.69万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.34万 | 0.09% | 6,906 | 1,431 | 26.1% | $7.94万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.31万 | 0.09% | 2,099 | 6 | 0.3% | $1,095 | 加仓 |
| VXF | VANGUARD INDEX FDS | $38.14万 | 0.09% | 1,853 | -98 | -5.0% | -$2.02万 | 减仓 |
| YUM | YUM BRANDS INC | $38.11万 | 0.09% | 2,451 | -10 | -0.4% | -$1,555 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $37.60万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $37.05万 | 0.09% | 5,300 | 5,300 | — | $37.05万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $36.91万 | 0.09% | 2,528 | 520 | 25.9% | $7.59万 | 加仓 |
| IWC | ISHARES TR | $36.50万 | 0.09% | 2,287 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $36.49万 | 0.09% | 1,221 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $35.80万 | 0.09% | 5,101 | 1,372 | 36.8% | $9.63万 | 加仓 |
| SHM | SPDR SERIES TRUST | $35.52万 | 0.09% | 7,426 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES TR | $35.12万 | 0.08% | 8,314 | 207 | 2.6% | $8,744 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $34.43万 | 0.08% | 2,128 | -217 | -9.3% | -$3.51万 | 减仓 |
| NFLX | NETFLIX INC. | $34.34万 | 0.08% | 3,571 | 1,310 | 57.9% | $12.60万 | 加仓 |
| MUB | ISHARES TR | $34.30万 | 0.08% | 3,231 | 9 | 0.3% | $955 | 加仓 |
| DTH | WISDOMTREE TR | $34.08万 | 0.08% | 6,300 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.96万 | 0.08% | 1,589 | 28 | 1.8% | $5,984 | 加仓 |
| MRK | MERCK & CO INC | $33.39万 | 0.08% | 2,775 | -121 | -4.2% | -$1.46万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.92万 | 0.08% | 710 | 33 | 4.9% | $1.53万 | 加仓 |
| IUSG | ISHARES TR | $32.39万 | 0.08% | 2,087 | -291 | -12.2% | -$4.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.34万 | 0.08% | 382 | 2 | 0.5% | $1,693 | 加仓 |
| SCZ | ISHARES TR | $31.89万 | 0.08% | 4,067 | -276 | -6.4% | -$2.16万 | 减仓 |
| EFG | ISHARES TR | $31.16万 | 0.07% | 2,798 | 2,798 | — | $31.16万 | 新建仓 |
| RTX | RTX CORPORATION | $31.02万 | 0.07% | 1,607 | 1 | 0.1% | $193 | 加仓 |
| AZN | ASTRAZENECA PLC | $30.63万 | 0.07% | 1,552 | 1,552 | — | $30.63万 | 新建仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $30.15万 | 0.07% | 14,865 | 14,865 | — | $30.15万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $29.88万 | 0.07% | 1,024 | 2 | 0.2% | $584 | 加仓 |
| FSLR | FIRST SOLAR INC | $29.33万 | 0.07% | 1,487 | 50 | 3.5% | $9,863 | 加仓 |
| IWV | ISHARES TR | $28.43万 | 0.07% | 767 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.85万 | 0.07% | 981 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $27.47万 | 0.07% | 5,635 | 410 | 7.8% | $2.00万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $27.39万 | 0.07% | 5,479 | -348 | -6.0% | -$1.74万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.11万 | 0.07% | 5,765 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $26.97万 | 0.06% | 1,303 | 1,303 | — | $26.97万 | 新建仓 |
| FDX | FEDEX CORP | $26.88万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.23万 | 0.06% | 1,928 | 1,928 | — | $26.23万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.18万 | 0.06% | 967 | 56 | 6.1% | $1.52万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $25.92万 | 0.06% | 1,448 | 1 | 0.1% | $179 | 加仓 |
| VSEC | VSE CORP | $25.82万 | 0.06% | 1,400 | -400 | -22.2% | -$7.38万 | 减仓 |
| PWR | QUANTA SVCS INC | $25.43万 | 0.06% | 463 | 463 | — | $25.43万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $25.34万 | 0.06% | 1,025 | 1,025 | — | $25.34万 | 新建仓 |
| CRM | SALESFORCE INC | $25.12万 | 0.06% | 1,345 | -6 | -0.4% | -$1,121 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.99万 | 0.06% | 4,978 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $24.67万 | 0.06% | 3,697 | -100 | -2.6% | -$6,673 | 减仓 |
| IYR | ISHARES TR | $24.18万 | 0.06% | 2,556 | -1 | -0.0% | -$95 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.78万 | 0.06% | 3,167 | 250 | 8.6% | $1.88万 | 加仓 |
| IWF | ISHARES TR | $23.28万 | 0.06% | 546 | 546 | — | $23.28万 | 新建仓 |
| COP | CONOCOPHILLIPS | $23.25万 | 0.06% | 1,761 | 1,761 | — | $23.25万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $23.10万 | 0.06% | 1,947 | 7 | 0.4% | $831 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.97万 | 0.06% | 4,249 | 161 | 3.9% | $8,703 | 加仓 |
| DCI | DONALDSON INC | $22.64万 | 0.05% | 2,668 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.55万 | 0.05% | 451 | 1 | 0.2% | $500 | 加仓 |
| GEV | GE VERNOVA INC | $21.06万 | 0.05% | 241 | 241 | — | $21.06万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $20.31万 | 0.05% | 9,030 | 0 | 0.0% | — | 不变 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $15.29万 | 0.04% | 15,942 | 347 | 2.2% | $3,328 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $4.96万 | 0.01% | 10,000 | 10,000 | — | $4.96万 | 新建仓 |
| — | REKOR SYSTEMS INC | $8,704 | 0.00% | 10,615 | 10,615 | — | $8,704 | 新建仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -16,270 | -100.0% | -$40.51万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -463 | -100.0% | -$30.65万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,266 | -100.0% | -$23.27万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,783 | -100.0% | -$20.90万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -592 | -100.0% | -$20.72万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -905 | -100.0% | -$20.20万 | 清仓 |