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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -83,553 | -100.0% | -$1,659.52万 | 清仓 |
| EUSB | ISHARES TR | $0 | 0.00% | 0 | -13,023 | -100.0% | -$57.19万 | 清仓 |
| USXF | ISHARES TR | $0 | 0.00% | 0 | -7,574 | -100.0% | -$43.61万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,561 | -100.0% | -$41.35万 | 清仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $0 | 0.00% | 0 | -10,584 | -100.0% | -$37.23万 | 清仓 |
| — | PIMCO EQUITY SER | $0 | 0.00% | 0 | -8,861 | -100.0% | -$37.21万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,164 | -100.0% | -$35.58万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,021 | -100.0% | -$34.69万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -10,951 | -100.0% | -$29.85万 | 清仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,481 | -100.0% | -$26.95万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,763 | -100.0% | -$26.60万 | 清仓 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | -4,569 | -100.0% | -$24.28万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,459 | -100.0% | -$23.36万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -647 | -100.0% | -$23.30万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -587 | -100.0% | -$20.75万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -40,640 | -100.0% | -$4.67万 | 清仓 |
| — | GENELUX CORPORATION | $7.02万 | 0.01% | 23,327 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $14.70万 | 0.01% | 11,299 | 496 | 4.6% | $6,453 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $20.15万 | 0.02% | 5,022 | -477 | -8.7% | -$1.91万 | 减仓 |
| HDEF | DBX ETF TR | $20.32万 | 0.02% | 6,322 | 6,322 | — | $20.32万 | 新建仓 |
| EEM | ISHARES TR | $21.41万 | 0.02% | 3,129 | 3,129 | — | $21.41万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.61万 | 0.02% | 605 | -985 | -61.9% | -$35.18万 | 重新持有 |
| GDX | VANECK ETF TRUST | $21.73万 | 0.02% | 2,880 | 343 | 13.5% | $2.59万 | 加仓 |
| SRE | SEMPRA | $22.09万 | 0.02% | 2,383 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.15万 | 0.02% | 3,823 | -2,185 | -36.4% | -$12.66万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $22.61万 | 0.02% | 3,750 | 3,750 | — | $22.61万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.83万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.94万 | 0.02% | 1,396 | 1 | 0.1% | $164 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.33万 | 0.02% | 7,309 | -615 | -7.8% | -$2.05万 | 减仓 |
| DVY | ISHARES TR | $26.10万 | 0.02% | 1,670 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.30万 | 0.02% | 2,736 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $26.35万 | 0.02% | 11,243 | 1,850 | 19.7% | $4.34万 | 加仓 |
| PEP | PEPSICO INC | $27.47万 | 0.02% | 2,029 | -606 | -23.0% | -$8.21万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $27.93万 | 0.02% | 12,547 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $28.77万 | 0.02% | 10,513 | 10,513 | — | $28.77万 | 新建仓 |
| IWF | ISHARES TR | $29.55万 | 0.03% | 2,380 | 156 | 7.0% | $1.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.00万 | 0.03% | 5,313 | 5,313 | — | $30.00万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $30.08万 | 0.03% | 15,888 | 15,888 | — | $30.08万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $30.36万 | 0.03% | 7,480 | -1,267 | -14.5% | -$5.14万 | 减仓 |
| GEV | GE VERNOVA INC | $30.37万 | 0.03% | 258 | 258 | — | $30.37万 | 新建仓 |
| IUSG | ISHARES TR | $31.31万 | 0.03% | 1,665 | -112 | -6.3% | -$2.11万 | 减仓 |
| CVBF | CVB FINL CORP | $31.68万 | 0.03% | 14,049 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $32.30万 | 0.03% | 2,933 | 116 | 4.1% | $1.28万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $32.44万 | 0.03% | 2,371 | 2,371 | — | $32.44万 | 新建仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $32.47万 | 0.03% | 11,253 | 11,253 | — | $32.47万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $33.03万 | 0.03% | 1,482 | -302 | -16.9% | -$6.73万 | 减仓 |
| SYSB | ISHARES TR | $33.23万 | 0.03% | 3,746 | 516 | 16.0% | $4.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.36万 | 0.03% | 4,140 | -8 | -0.2% | -$645 | 减仓 |
| WFC | WELLS FARGO & CO | $33.48万 | 0.03% | 4,051 | -1,148 | -22.1% | -$9.49万 | 减仓 |
| DAL | DELTA AIR LINES INC | $33.52万 | 0.03% | 3,579 | -609 | -14.5% | -$5.70万 | 减仓 |
| DMXF | ISHARES TR | $33.86万 | 0.03% | 4,003 | 4,003 | — | $33.86万 | 新建仓 |
| GOOG | ALPHABET INC | $34.63万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.91万 | 0.03% | 2,106 | 100 | 5.0% | $1.66万 | 加仓 |
| — | SPDR INDEX SHS FDS | $34.92万 | 0.03% | 4,370 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $35.14万 | 0.03% | 2,734 | 29 | 1.1% | $3,727 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $35.37万 | 0.03% | 8,034 | 650 | 8.8% | $2.86万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.22万 | 0.03% | 13,184 | -24,350 | -64.9% | -$66.89万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $36.62万 | 0.03% | 3,267 | -139 | -4.1% | -$1.56万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $36.87万 | 0.03% | 3,887 | -239 | -5.8% | -$2.27万 | 减仓 |
| IWM | ISHARES TR | $37.80万 | 0.03% | 1,258 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $38.07万 | 0.03% | 1,256 | -11 | -0.9% | -$3,334 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $38.21万 | 0.03% | 16,673 | -6,440 | -27.9% | -$14.76万 | 减仓 |
| PULS | PGIM ETF TR | $38.48万 | 0.03% | 7,766 | -574 | -6.9% | -$2.84万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $39.68万 | 0.03% | 7,859 | 2,430 | 44.8% | $12.27万 | 加仓 |
| GE | GE AEROSPACE | $40.16万 | 0.03% | 1,074 | 10 | 0.9% | $3,739 | 加仓 |
| VTV | VANGUARD INDEX FDS | $40.55万 | 0.03% | 1,861 | 105 | 6.0% | $2.29万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $40.58万 | 0.03% | 8,392 | 244 | 3.0% | $1.18万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $40.82万 | 0.03% | 8,453 | -1,531 | -15.3% | -$7.39万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.13万 | 0.04% | 3,040 | -634 | -17.3% | -$9.00万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $45.08万 | 0.04% | 8,990 | 317 | 3.7% | $1.59万 | 加仓 |
| AMZN | AMAZON COM INC | $45.57万 | 0.04% | 1,912 | 438 | 29.7% | $10.44万 | 加仓 |
| IXUS | ISHARES TR | $46.86万 | 0.04% | 4,910 | 14 | 0.3% | $1,336 | 加仓 |
| ABBV | ABBVIE INC | $47.28万 | 0.04% | 1,879 | 12 | 0.6% | $3,020 | 加仓 |
| BA | BOEING CO | $47.58万 | 0.04% | 2,198 | -9 | -0.4% | -$1,948 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.43万 | 0.04% | 1,907 | 21 | 1.1% | $5,333 | 加仓 |
| V | VISA INC | $51.05万 | 0.04% | 1,488 | -166 | -10.0% | -$5.70万 | 减仓 |
| EFA | ISHARES TR | $54.03万 | 0.05% | 5,201 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $55.18万 | 0.05% | 1,821 | -241 | -11.7% | -$7.30万 | 减仓 |
| XVV | ISHARES TR | $56.09万 | 0.05% | 9,877 | 4,347 | 78.6% | $24.69万 | 加仓 |
| RTX | RTX CORPORATION | $59.80万 | 0.05% | 3,152 | 1,927 | 157.3% | $36.56万 | 加仓 |
| CAT | CATERPILLAR INC | $60.66万 | 0.05% | 570 | 21 | 3.8% | $2.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.53万 | 0.05% | 824 | 291 | 54.6% | $21.73万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $62.74万 | 0.05% | 24,385 | 10,153 | 71.3% | $26.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $63.00万 | 0.05% | 11,056 | 373 | 3.5% | $2.13万 | 加仓 |
| HGER | HARBOR ETF TRUST | $63.23万 | 0.05% | 21,552 | 2,393 | 12.5% | $7.02万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $63.36万 | 0.05% | 24,674 | 573 | 2.4% | $1.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $65.24万 | 0.06% | 1,123 | 46 | 4.3% | $2.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $70.62万 | 0.06% | 959 | 138 | 16.8% | $10.16万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $72.74万 | 0.06% | 7,817 | -541 | -6.5% | -$5.03万 | 减仓 |
| PHYL | PGIM ETF TR | $74.37万 | 0.06% | 21,321 | 21,321 | — | $74.37万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $75.66万 | 0.06% | 36,167 | 19,635 | 118.8% | $41.08万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $76.38万 | 0.07% | 23,272 | 5,943 | 34.3% | $19.50万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $77.33万 | 0.07% | 21,250 | -568 | -2.6% | -$2.07万 | 减仓 |
| PAAA | PGIM ETF TR | $78.09万 | 0.07% | 15,231 | -15,038 | -49.7% | -$77.10万 | 减仓 |
| HD | HOME DEPOT INC | $81.44万 | 0.07% | 2,309 | 27 | 1.2% | $9,523 | 加仓 |
| TSLA | TESLA INC | $84.96万 | 0.07% | 2,020 | 81 | 4.2% | $3.41万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $86.86万 | 0.07% | 16,643 | 4,500 | 37.1% | $23.49万 | 加仓 |
| GVA | GRANITE CONSTR INC | $96.01万 | 0.08% | 6,073 | 6,073 | — | $96.01万 | 新建仓 |
| — | NUSHARES ETF TR | $96.42万 | 0.08% | 29,816 | 2,222 | 8.1% | $7.19万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $99.47万 | 0.09% | 19,616 | 19,616 | — | $99.47万 | 新建仓 |