KWB Wealth
REDLANDS CA · SEC CIK 0001822236
$11.69亿2026Q2 申报市值
169持仓数
46.6%前十大占比 · 第一大 12.9%
18 / 16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
SPYM 加仓+$5,406.66万
IDHQ 加仓+$2,300.65万
BLCR 新建仓+$1,351.24万
CGMM 新建仓+$1,251.71万
CGBL 加仓+$967.87万
2026Q2 卖出最多 按季末市值估算
DYNF 减仓-$2,354.25万
QUAL 清仓-$1,659.52万
SPYV 减仓-$1,594.35万
SPYG 减仓-$1,291.09万
IVLU 减仓-$1,005.76万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $103.23万 | 0.09% | 2,063 | -81 | -3.8% | -$4.05万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $114.25万 | 0.10% | 41,260 | -3,788 | -8.4% | -$10.49万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $121.55万 | 0.10% | 5,545 | -94 | -1.7% | -$2.06万 | 减仓 |
| IEFA | ISHARES TR | $122.11万 | 0.10% | 12,643 | 972 | 8.3% | $9.39万 | 加仓 |
| EIX | EDISON INTL | $125.26万 | 0.11% | 16,824 | 3,401 | 25.3% | $25.32万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $130.04万 | 0.11% | 25,732 | 4,393 | 20.6% | $22.20万 | 加仓 |
| IVW | ISHARES TR | $131.24万 | 0.11% | 9,543 | -168 | -1.7% | -$2.31万 | 减仓 |
| IJH | ISHARES TR | $142.63万 | 0.12% | 18,497 | -810 | -4.2% | -$6.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $146.70万 | 0.13% | 2,029 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $151.57万 | 0.13% | 27,177 | 185 | 0.7% | $1.03万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $167.31万 | 0.14% | 27,808 | 479 | 1.8% | $2.88万 | 加仓 |
| IJR | ISHARES TR | $170.41万 | 0.15% | 11,490 | -1,777 | -13.4% | -$26.36万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $171.36万 | 0.15% | 20,741 | -277 | -1.3% | -$2.29万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $173.27万 | 0.15% | 13,888 | 283 | 2.1% | $3.53万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $177.28万 | 0.15% | 15,017 | 814 | 5.7% | $9.61万 | 加仓 |
| WMT | WALMART INC | $185.69万 | 0.16% | 16,395 | -301 | -1.8% | -$3.41万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $193.96万 | 0.17% | 76,244 | 48,102 | 170.9% | $122.37万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $196.56万 | 0.17% | 56,957 | -18,346 | -24.4% | -$63.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $197.30万 | 0.17% | 2,109 | -12 | -0.6% | -$1.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $202.40万 | 0.17% | 10,116 | -120 | -1.2% | -$2.40万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $205.41万 | 0.18% | 45,663 | -4,325 | -8.7% | -$19.46万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $219.40万 | 0.19% | 8,911 | -146 | -1.6% | -$3.59万 | 减仓 |
| ISCF | ISHARES TR | $222.28万 | 0.19% | 51,346 | 17,197 | 50.4% | $74.45万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $229.70万 | 0.20% | 78,477 | 78,477 | — | $229.70万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $238.60万 | 0.20% | 11,214 | -286 | -2.5% | -$6.09万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $238.92万 | 0.20% | 85,697 | -2,264 | -2.6% | -$6.31万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $252.10万 | 0.22% | 20,296 | 792 | 4.1% | $9.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $299.78万 | 0.26% | 8,863 | -81 | -0.9% | -$2.74万 | 减仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $314.29万 | 0.27% | 68,743 | 16,308 | 31.1% | $74.56万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $331.48万 | 0.28% | 36,511 | -4,176 | -10.3% | -$37.91万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $344.47万 | 0.29% | 45,541 | -4,479 | -9.0% | -$33.88万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $376.20万 | 0.32% | 69,628 | -10,521 | -13.1% | -$56.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $378.14万 | 0.32% | 25,787 | 24 | 0.1% | $3,519 | 加仓 |
| OSEA | HARBOR ETF TRUST | $419.05万 | 0.36% | 137,212 | 35,440 | 34.8% | $108.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $422.09万 | 0.36% | 11,315 | 329 | 3.0% | $12.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $455.99万 | 0.39% | 35,602 | -1,986 | -5.3% | -$25.44万 | 减仓 |
| GLDM | WORLD GOLD TR | $466.58万 | 0.40% | 58,748 | -66,411 | -53.1% | -$527.44万 | 减仓 |
| AAPL | APPLE INC | $479.25万 | 0.41% | 16,563 | 660 | 4.2% | $19.10万 | 加仓 |
| GOVT | ISHARES TR | $551.86万 | 0.47% | 242,255 | 224,243 | 1,245.0% | $510.83万 | 加仓 |
| USMV | ISHARES TR | $613.28万 | 0.52% | 63,578 | 63,578 | — | $613.28万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $626.78万 | 0.54% | 170,414 | -44,726 | -20.8% | -$164.50万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $778.80万 | 0.67% | 71,378 | 61,419 | 616.7% | $670.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $790.03万 | 0.68% | 309,572 | 58,838 | 23.5% | $150.15万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $809.86万 | 0.69% | 28,751 | 127 | 0.4% | $3.58万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $838.19万 | 0.72% | 177,582 | -23,512 | -11.7% | -$110.98万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $869.90万 | 0.74% | 331,642 | 93,443 | 39.2% | $245.10万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $898.96万 | 0.77% | 75,460 | -513 | -0.7% | -$6.11万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $921.21万 | 0.79% | 328,418 | 328,418 | — | $921.21万 | 新建仓 |
| IVV | ISHARES TR | $939.66万 | 0.80% | 12,547 | -1,111 | -8.1% | -$83.20万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $942.38万 | 0.81% | 139,488 | 17,132 | 14.0% | $115.74万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $944.52万 | 0.81% | 180,459 | 1,628 | 0.9% | $8.52万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $982.11万 | 0.84% | 227,816 | -144,705 | -38.8% | -$623.82万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $982.27万 | 0.84% | 156,463 | -2,728 | -1.7% | -$17.13万 | 减仓 |
| IAGG | ISHARES TR | $995.18万 | 0.85% | 196,675 | 23,662 | 13.7% | $119.73万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1,019.07万 | 0.87% | 110,823 | 22,699 | 25.8% | $208.73万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,223.33万 | 1.05% | 204,879 | 102,702 | 100.5% | $613.23万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,251.71万 | 1.07% | 379,650 | 379,650 | — | $1,251.71万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1,256.40万 | 1.07% | 18,293 | -746 | -3.9% | -$51.24万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,351.24万 | 1.16% | 268,262 | 268,262 | — | $1,351.24万 | 新建仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,370.12万 | 1.17% | 486,376 | 130,893 | 36.8% | $368.73万 | 加仓 |
| IVLU | ISHARES TR | $1,406.24万 | 1.20% | 336,260 | -240,497 | -41.7% | -$1,005.76万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,424.31万 | 1.22% | 425,676 | -90,815 | -17.6% | -$303.87万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,441.45万 | 1.23% | 527,423 | 169,146 | 47.2% | $462.28万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $1,506.41万 | 1.29% | 156,893 | -3,637 | -2.3% | -$34.92万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,557.09万 | 1.33% | 96,390 | -27,100 | -21.9% | -$437.77万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,650.62万 | 1.41% | 352,169 | 102,132 | 40.8% | $478.69万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,882.97万 | 1.61% | 357,164 | -60,124 | -14.4% | -$316.97万 | 减仓 |
| FEGE | RBB FUND TRUST | $1,886.90万 | 1.61% | 385,710 | 87,037 | 29.1% | $425.79万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,891.21万 | 1.62% | 420,361 | -199,827 | -32.2% | -$899.02万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,067.50万 | 1.77% | 488,425 | 111,537 | 29.6% | $472.14万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $2,078.95万 | 1.78% | 388,588 | 116,238 | 42.7% | $621.87万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $2,373.12万 | 2.03% | 542,925 | 526,344 | 3,174.4% | $2,300.65万 | 加仓 |
| IUSB | ISHARES TR | $2,464.31万 | 2.11% | 533,978 | 86,245 | 19.3% | $398.02万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,466.26万 | 2.11% | 476,296 | 40 | 0.0% | $2,071 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,611.39万 | 2.23% | 452,815 | -96,016 | -17.5% | -$553.72万 | 减仓 |
| IEMG | ISHARES INC | $2,615.69万 | 2.24% | 315,752 | -89,233 | -22.0% | -$739.21万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $2,751.35万 | 2.35% | 635,710 | 148,675 | 30.5% | $643.47万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,838.87万 | 2.43% | 999,955 | -165,804 | -14.2% | -$470.72万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,858.21万 | 2.45% | 579,994 | 80,395 | 16.1% | $396.19万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,048.50万 | 2.61% | 448,242 | -346,162 | -43.6% | -$2,354.25万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $3,514.68万 | 3.01% | 925,891 | 254,970 | 38.0% | $967.87万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,975.33万 | 3.40% | 788,912 | -41,488 | -5.0% | -$209.06万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $8,299.59万 | 7.10% | 1,365,288 | -262,271 | -16.1% | -$1,594.35万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $9,499.83万 | 8.13% | 798,372 | -108,504 | -12.0% | -$1,291.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.51亿 | 12.94% | 1,720,975 | 615,232 | 55.6% | $5,406.66万 | 加仓 |