KOM Wealth Management Group, LLC
APPLETON WI · SEC CIK 0001804116
$1.65亿2026Q2 申报市值
96持仓数
60.0%前十大占比 · 第一大 20.2%
10 / 5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
JCPB 加仓+$221.78万
CGSD 新建仓+$186.04万
SCHF 加仓+$127.99万
VBIL 新建仓+$125.79万
AVDV 加仓+$63.41万
2026Q2 卖出最多 按季末市值估算
IBTG 减仓-$110.43万
DIMENSIONAL ETF 减仓-$72.02万
HDV 减仓-$46.29万
WPM 减仓-$42.63万
IJH 减仓-$34.34万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -11,290 | -100.0% | -$27.37万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,149 | -100.0% | -$25.72万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,612 | -100.0% | -$22.13万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,765 | -100.0% | -$21.31万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -719 | -100.0% | -$20.39万 | 清仓 |
| POWW | OUTDOOR HOLDING CO | $2.55万 | 0.02% | 11,200 | -250 | -2.2% | -$570 | 减仓 |
| MGEE | MGE ENERGY INC | $20.05万 | 0.12% | 2,459 | -107 | -4.2% | -$8,723 | 重新持有 |
| VTEI | VANGUARD MUN BD FDS | $20.41万 | 0.12% | 2,022 | 16 | 0.8% | $1,615 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.04万 | 0.13% | 2,654 | -41 | -1.5% | -$3,251 | 重新持有 |
| INTC | INTEL CORP | $21.28万 | 0.13% | 1,524 | 1,524 | — | $21.28万 | 新建仓 |
| MCK | MCKESSON CORP | $21.66万 | 0.13% | 287 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.94万 | 0.13% | 1,881 | 54 | 3.0% | $6,300 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $21.96万 | 0.13% | 5,854 | 242 | 4.3% | $9,077 | 加仓 |
| QQQ | INVESCO QQQ TR | $22.17万 | 0.13% | 301 | -52 | -14.7% | -$3.83万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $22.51万 | 0.14% | 4,897 | 70 | 1.5% | $3,217 | 加仓 |
| AMAT | APPLIED MATLS INC | $22.61万 | 0.14% | 313 | 313 | — | $22.61万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $23.01万 | 0.14% | 1,366 | 1 | 0.1% | $168 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $24.34万 | 0.15% | 2,084 | 8 | 0.4% | $934 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $24.58万 | 0.15% | 4,900 | 4,900 | — | $24.58万 | 新建仓 |
| DVY | ISHARES TR | $26.32万 | 0.16% | 1,684 | 111 | 7.1% | $1.74万 | 加仓 |
| GLD | SPDR GOLD TR | $26.56万 | 0.16% | 721 | -52 | -6.7% | -$1.92万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.57万 | 0.16% | 892 | 892 | — | $26.57万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.82万 | 0.16% | 2,283 | 2,283 | — | $26.82万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $27.00万 | 0.16% | 1,528 | 5 | 0.3% | $884 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.37万 | 0.17% | 1,513 | -52 | -3.3% | -$9,407 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.47万 | 0.17% | 304 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.54万 | 0.17% | 808 | -18 | -2.2% | -$6,358 | 减仓 |
| IEFA | ISHARES TR | $28.95万 | 0.17% | 2,998 | -24 | -0.8% | -$2,318 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $29.56万 | 0.18% | 834 | 3 | 0.4% | $1,063 | 加仓 |
| TSLA | TESLA INC | $30.16万 | 0.18% | 717 | -25 | -3.4% | -$1.05万 | 减仓 |
| IBTK | ISHARES TR | $30.40万 | 0.18% | 15,558 | 15,558 | — | $30.40万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $31.54万 | 0.19% | 3,915 | 11 | 0.3% | $886 | 加仓 |
| ETN | EATON CORP PLC | $33.25万 | 0.20% | 780 | 119 | 18.0% | $5.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $33.46万 | 0.20% | 776 | 776 | — | $33.46万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $33.73万 | 0.20% | 2,035 | 2 | 0.1% | $331 | 加仓 |
| SDY | SPDR SERIES TRUST | $33.73万 | 0.20% | 2,217 | 175 | 8.6% | $2.66万 | 加仓 |
| KLAC | KLA CORP | $35.52万 | 0.21% | 1,177 | 1,177 | — | $35.52万 | 新建仓 |
| KO | COCA COLA CO | $37.13万 | 0.22% | 4,569 | 6 | 0.1% | $488 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.83万 | 0.23% | 756 | -108 | -12.5% | -$5.40万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.90万 | 0.23% | 5,167 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $39.64万 | 0.24% | 42,218 | -2,002 | -4.5% | -$1.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.71万 | 0.25% | 545 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $42.75万 | 0.26% | 18,460 | 4,177 | 29.2% | $9.67万 | 加仓 |
| AMZN | AMAZON COM INC | $43.09万 | 0.26% | 1,808 | -21 | -1.1% | -$5,005 | 减仓 |
| GOOGL | ALPHABET INC | $44.89万 | 0.27% | 1,256 | -66 | -5.0% | -$2.36万 | 减仓 |
| IVV | ISHARES TR | $48.03万 | 0.29% | 641 | -48 | -7.0% | -$3.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $49.85万 | 0.30% | 5,832 | 260 | 4.7% | $2.22万 | 加仓 |
| WPC | WP CAREY INC | $52.85万 | 0.32% | 7,392 | 92 | 1.3% | $6,578 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $53.93万 | 0.33% | 3,413 | 136 | 4.2% | $2.15万 | 加仓 |
| AVGO | BROADCOM INC | $57.23万 | 0.35% | 1,515 | -7 | -0.5% | -$2,644 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $60.52万 | 0.37% | 16,242 | -6,481 | -28.5% | -$24.15万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $60.84万 | 0.37% | 16,514 | 33 | 0.2% | $1,216 | 加仓 |
| IXUS | ISHARES TR | $62.43万 | 0.38% | 6,541 | -327 | -4.8% | -$3.12万 | 减仓 |
| WMT | WALMART INC | $62.59万 | 0.38% | 5,527 | -115 | -2.0% | -$1.30万 | 减仓 |
| CAT | CATERPILLAR INC | $64.72万 | 0.39% | 608 | -4 | -0.7% | -$4,258 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $65.28万 | 0.39% | 2,571 | -57 | -2.2% | -$1.45万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $65.77万 | 0.40% | 14,459 | 76 | 0.5% | $3,457 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $69.38万 | 0.42% | 7,195 | -1,841 | -20.4% | -$17.75万 | 减仓 |
| IBTJ | ISHARES TR | $77.15万 | 0.47% | 35,636 | 9,034 | 34.0% | $19.56万 | 加仓 |
| NOBL | PROSHARES TR | $78.16万 | 0.47% | 13,917 | -903 | -6.1% | -$5.07万 | 减仓 |
| IDV | ISHARES TR | $79.53万 | 0.48% | 19,197 | -1,789 | -8.5% | -$7.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $79.73万 | 0.48% | 3,985 | -305 | -7.1% | -$6.10万 | 减仓 |
| AAPL | APPLE INC | $84.80万 | 0.51% | 2,931 | -166 | -5.4% | -$4.80万 | 减仓 |
| IBDT | ISHARES TR | $88.81万 | 0.54% | 35,173 | 8,321 | 31.0% | $21.01万 | 加仓 |
| IBDS | ISHARES TR | $90.84万 | 0.55% | 37,506 | 4,017 | 12.0% | $9.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $91.80万 | 0.55% | 3,394 | 316 | 10.3% | $8.55万 | 加仓 |
| USMV | ISHARES TR | $94.29万 | 0.57% | 9,775 | -76 | -0.8% | -$7,331 | 减仓 |
| PWR | QUANTA SVCS INC | $101.45万 | 0.61% | 1,409 | -40 | -2.8% | -$2.88万 | 减仓 |
| RTX | RTX CORPORATION | $115.23万 | 0.70% | 6,074 | 52 | 0.9% | $9,865 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $120.58万 | 0.73% | 27,109 | 1,006 | 3.9% | $4.47万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $121.38万 | 0.73% | 25,717 | -155 | -0.6% | -$7,316 | 减仓 |
| IJR | ISHARES TR | $122.14万 | 0.74% | 8,235 | -1,779 | -17.8% | -$26.39万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $123.01万 | 0.74% | 19,806 | 1,036 | 5.5% | $6.43万 | 加仓 |
| — | EXXON MOBIL CORP | $123.33万 | 0.75% | 9,020 | -583 | -6.1% | -$7.97万 | 减仓 |
| COWZ | PACER FDS TR | $124.96万 | 0.76% | 20,090 | 3,701 | 22.6% | $23.02万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $125.79万 | 0.76% | 16,621 | 16,621 | — | $125.79万 | 新建仓 |
| NEM | NEWMONT CORP | $131.98万 | 0.80% | 14,131 | -147 | -1.0% | -$1.37万 | 减仓 |
| PFF | ISHARES TR | $132.55万 | 0.80% | 43,473 | 8,205 | 23.3% | $25.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $142.07万 | 0.86% | 6,004 | 121 | 2.1% | $2.86万 | 加仓 |
| IBTI | ISHARES TR | $142.24万 | 0.86% | 64,247 | 13,233 | 25.9% | $29.30万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $164.66万 | 0.99% | 47,563 | 1,361 | 2.9% | $4.71万 | 加仓 |
| IJH | ISHARES TR | $172.84万 | 1.04% | 22,414 | -4,453 | -16.6% | -$34.34万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $186.04万 | 1.12% | 72,305 | 72,305 | — | $186.04万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $188.93万 | 1.14% | 38,338 | 709 | 1.9% | $3.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $191.94万 | 1.16% | 5,146 | -654 | -11.3% | -$24.39万 | 减仓 |
| ITOT | ISHARES TR | $195.27万 | 1.18% | 11,887 | -836 | -6.6% | -$13.73万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $225.06万 | 1.36% | 20,037 | -3,795 | -15.9% | -$42.63万 | 减仓 |
| IBTH | ISHARES TR | $229.73万 | 1.39% | 102,696 | 16,950 | 19.8% | $37.92万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $232.14万 | 1.40% | 46,633 | 1,133 | 2.5% | $5.64万 | 加仓 |
| HDV | ISHARES TR | $249.95万 | 1.51% | 91,188 | -16,887 | -15.6% | -$46.29万 | 减仓 |
| IBTG | ISHARES TR | $260.59万 | 1.57% | 113,843 | -48,242 | -29.8% | -$110.43万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $275.31万 | 1.66% | 60,721 | -480 | -0.8% | -$2.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $290.80万 | 1.76% | 65,554 | -16,235 | -19.8% | -$72.02万 | 减仓 |
| REGL | PROSHARES TR | $348.86万 | 2.11% | 38,098 | -1,231 | -3.1% | -$11.27万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $450.16万 | 2.72% | 149,208 | 14,670 | 10.9% | $44.26万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $626.34万 | 3.78% | 60,781 | 6,153 | 11.3% | $63.41万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $677.96万 | 4.10% | 144,430 | 47,247 | 48.6% | $221.78万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $762.66万 | 4.61% | 275,327 | 46,207 | 20.2% | $127.99万 | 加仓 |
| DGRO | ISHARES TR | $1,566.29万 | 9.46% | 206,662 | 7,706 | 3.9% | $58.40万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $1,598.84万 | 9.66% | 418,435 | 3,195 | 0.8% | $12.21万 | 加仓 |