KOM Wealth Management Group, LLC
APPLETON WI · SEC CIK 0001804116
$1.47亿2026Q1 申报市值
89持仓数
59.3%前十大占比 · 第一大 19.7%
6 / 2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
VTI 加仓+$128.65万
JCPB 加仓+$116.94万
SCHF 加仓+$109.36万
AVDV 加仓+$83.36万
LMBS 加仓+$74.93万
2026Q1 卖出最多 按季末市值估算
IBTG 减仓-$188.03万
DIMENSIONAL ETF 减仓-$101.87万
HDV 减仓-$72.18万
IBDR 减仓-$37.40万
DFIC 减仓-$37.09万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -3,196 | -100.0% | -$29.79万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,427 | -100.0% | -$22.78万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POWW | OUTDOOR HOLDING CO | $2.30万 | 0.02% | 11,450 | -50 | -0.4% | -$101 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $20.05万 | 0.14% | 2,006 | 2,006 | — | $20.05万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $20.15万 | 0.14% | 5,612 | 5,612 | — | $20.15万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.39万 | 0.14% | 719 | 719 | — | $20.39万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.40万 | 0.14% | 353 | -4 | -1.1% | -$2,311 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $20.61万 | 0.14% | 1,523 | -26 | -1.7% | -$3,518 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $21.31万 | 0.15% | 2,765 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $22.01万 | 0.15% | 4,827 | 23 | 0.5% | $1,049 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $22.13万 | 0.15% | 3,612 | 3,612 | — | $22.13万 | 新建仓 |
| ETN | EATON CORP PLC | $23.63万 | 0.16% | 661 | 32 | 5.1% | $1.14万 | 加仓 |
| GOOG | ALPHABET INC | $23.71万 | 0.16% | 826 | 121 | 17.2% | $3.47万 | 加仓 |
| DVY | ISHARES TR | $23.81万 | 0.16% | 1,573 | -23 | -1.4% | -$3,482 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $24.04万 | 0.16% | 2,076 | -44 | -2.1% | -$5,095 | 减仓 |
| MCK | MCKESSON CORP | $24.79万 | 0.17% | 287 | 1 | 0.3% | $864 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $25.72万 | 0.18% | 5,149 | -80 | -1.5% | -$3,996 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $25.88万 | 0.18% | 1,565 | 12 | 0.8% | $1,984 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.72万 | 0.18% | 1,827 | 137 | 8.1% | $2.00万 | 加仓 |
| IEFA | ISHARES TR | $27.36万 | 0.19% | 3,022 | 358 | 13.4% | $3.24万 | 加仓 |
| IBDR | ISHARES TR | $27.37万 | 0.19% | 11,290 | -15,431 | -57.7% | -$37.40万 | 减仓 |
| TSLA | TESLA INC | $27.58万 | 0.19% | 742 | 109 | 17.2% | $4.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.02万 | 0.19% | 976 | -35 | -3.5% | -$1.00万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $28.13万 | 0.19% | 1,365 | -8 | -0.6% | -$1,649 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $28.52万 | 0.19% | 831 | 3 | 0.4% | $1,030 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $29.10万 | 0.20% | 5,167 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $29.81万 | 0.20% | 2,042 | 2 | 0.1% | $292 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.29万 | 0.21% | 304 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $33.22万 | 0.23% | 14,283 | 14,283 | — | $33.22万 | 新建仓 |
| GLD | SPDR GOLD TR | $33.25万 | 0.23% | 773 | -112 | -12.7% | -$4.82万 | 减仓 |
| KO | COCA COLA CO | $34.70万 | 0.24% | 4,563 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.45万 | 0.24% | 545 | 107 | 24.4% | $6.96万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $37.37万 | 0.25% | 44,220 | 2,243 | 5.3% | $1.90万 | 加仓 |
| GOOGL | ALPHABET INC | $38.02万 | 0.26% | 1,322 | -10 | -0.8% | -$2,876 | 减仓 |
| AMZN | AMAZON COM INC | $38.09万 | 0.26% | 1,829 | 484 | 36.0% | $10.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.40万 | 0.28% | 864 | 32 | 3.8% | $1.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.06万 | 0.29% | 2,033 | -121 | -5.6% | -$2.50万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $42.96万 | 0.29% | 5,572 | 286 | 5.4% | $2.21万 | 加仓 |
| CAT | CATERPILLAR INC | $43.34万 | 0.30% | 612 | -5 | -0.8% | -$3,541 | 减仓 |
| IVV | ISHARES TR | $45.00万 | 0.31% | 689 | 149 | 27.6% | $9.73万 | 加仓 |
| AVGO | BROADCOM INC | $47.11万 | 0.32% | 1,522 | 81 | 5.6% | $2.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $48.53万 | 0.33% | 3,277 | 43 | 1.3% | $6,367 | 加仓 |
| WPC | WP CAREY INC | $49.61万 | 0.34% | 7,300 | 96 | 1.3% | $6,524 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $55.99万 | 0.38% | 16,481 | -936 | -5.4% | -$3.18万 | 减仓 |
| IBTJ | ISHARES TR | $58.11万 | 0.40% | 26,602 | 26,602 | — | $58.11万 | 新建仓 |
| IXUS | ISHARES TR | $59.50万 | 0.41% | 6,868 | -1 | -0.0% | -$87 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.23万 | 0.44% | 2,628 | 3 | 0.1% | $733 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $65.62万 | 0.45% | 14,383 | 2,111 | 17.2% | $9.63万 | 加仓 |
| IBDT | ISHARES TR | $68.02万 | 0.46% | 26,852 | 9,248 | 52.5% | $23.43万 | 加仓 |
| WMT | WALMART INC | $70.12万 | 0.48% | 5,642 | -82 | -1.4% | -$1.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $74.81万 | 0.51% | 4,290 | 332 | 8.4% | $5.79万 | 加仓 |
| NOBL | PROSHARES TR | $78.56万 | 0.54% | 7,410 | -94 | -1.3% | -$9,965 | 减仓 |
| AAPL | APPLE INC | $78.60万 | 0.54% | 3,097 | 92 | 3.1% | $2.33万 | 加仓 |
| PWR | QUANTA SVCS INC | $79.53万 | 0.54% | 1,449 | 1 | 0.1% | $549 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $80.11万 | 0.55% | 3,078 | 1,643 | 114.5% | $42.76万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $80.15万 | 0.55% | 9,036 | -2,838 | -23.9% | -$25.17万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $80.73万 | 0.55% | 22,723 | -10,438 | -31.5% | -$37.09万 | 减仓 |
| IBDS | ISHARES TR | $81.18万 | 0.55% | 33,489 | 6,096 | 22.3% | $14.78万 | 加仓 |
| IDV | ISHARES TR | $89.32万 | 0.61% | 20,986 | -3,736 | -15.1% | -$15.90万 | 减仓 |
| USMV | ISHARES TR | $91.36万 | 0.62% | 9,851 | 40 | 0.4% | $3,710 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $94.08万 | 0.64% | 18,770 | 2,501 | 15.4% | $12.53万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $100.29万 | 0.68% | 26,103 | 2,719 | 11.6% | $10.45万 | 加仓 |
| COWZ | PACER FDS TR | $102.53万 | 0.70% | 16,389 | 3,467 | 26.8% | $21.69万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $103.98万 | 0.71% | 25,872 | 1,468 | 6.0% | $5.90万 | 加仓 |
| PFF | ISHARES TR | $106.93万 | 0.73% | 35,268 | 7,166 | 25.5% | $21.73万 | 加仓 |
| IBTI | ISHARES TR | $113.67万 | 0.78% | 51,014 | 22,823 | 81.0% | $50.86万 | 加仓 |
| RTX | RTX CORPORATION | $116.16万 | 0.79% | 6,022 | -74 | -1.2% | -$1.43万 | 减仓 |
| IJR | ISHARES TR | $124.49万 | 0.85% | 10,014 | -2,580 | -20.5% | -$32.07万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $126.52万 | 0.86% | 5,883 | 102 | 1.8% | $2.19万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $136.25万 | 0.93% | 46,202 | 2,354 | 5.4% | $6.94万 | 加仓 |
| NEM | NEWMONT CORP | $154.56万 | 1.05% | 14,278 | -419 | -2.9% | -$4.54万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $160.07万 | 1.09% | 37,629 | 2,580 | 7.4% | $10.98万 | 加仓 |
| — | EXXON MOBIL CORP | $162.93万 | 1.11% | 9,603 | 20 | 0.2% | $3,393 | 加仓 |
| ITOT | ISHARES TR | $181.21万 | 1.24% | 12,723 | -181 | -1.4% | -$2.58万 | 减仓 |
| IJH | ISHARES TR | $181.43万 | 1.24% | 26,867 | -4,959 | -15.6% | -$33.49万 | 减仓 |
| IBTH | ISHARES TR | $192.33万 | 1.31% | 85,746 | 10,223 | 13.5% | $22.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.70万 | 1.46% | 5,800 | -71 | -1.2% | -$2.63万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $226.63万 | 1.55% | 45,500 | 15,043 | 49.4% | $74.93万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $280.85万 | 1.91% | 61,201 | -4,494 | -6.8% | -$20.62万 | 减仓 |
| HDV | ISHARES TR | $293.37万 | 2.00% | 21,615 | -5,318 | -19.7% | -$72.18万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $312.22万 | 2.13% | 23,832 | -2,676 | -10.1% | -$35.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $317.83万 | 2.17% | 81,789 | -26,215 | -24.3% | -$101.87万 | 减仓 |
| REGL | PROSHARES TR | $339.84万 | 2.32% | 39,329 | -1,042 | -2.6% | -$9.00万 | 减仓 |
| IBTG | ISHARES TR | $371.42万 | 2.53% | 162,085 | -82,056 | -33.6% | -$188.03万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $457.54万 | 3.12% | 97,183 | 24,839 | 34.3% | $116.94万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $476.80万 | 3.25% | 134,538 | 13,642 | 11.3% | $48.35万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $545.52万 | 3.72% | 54,628 | 8,348 | 18.0% | $83.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $567.07万 | 3.87% | 229,120 | 44,184 | 23.9% | $109.36万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $1,326.69万 | 9.05% | 415,240 | 17,585 | 4.4% | $56.18万 | 加仓 |
| DGRO | ISHARES TR | $1,396.27万 | 9.52% | 198,956 | 2,679 | 1.4% | $18.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,892.78万 | 19.72% | 90,171 | 4,010 | 4.7% | $128.65万 | 加仓 |