KWB Wealth
REDLANDS CA · SEC CIK 0001822236
$10.11亿2026Q1 申报市值
166持仓数
49.6%前十大占比 · 第一大 9.6%
0 / 8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
TSLA 加仓+$13.54万
COST 加仓+$6.12万
EIX 加仓+$2.60万
BRK/B 加仓+$1.16万
BA 加仓+$8,902
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$803.70万
SPYV 减仓-$707.30万
SPTI 减仓-$427.98万
JMBS 减仓-$321.42万
SPDW 减仓-$307.81万
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 |
|---|---|---|---|---|---|---|---|---|
| HGER | HARBOR ETF TRUST | $47.55万 | 0.05% | 19,159 | -409 | -2.1% | -$1.02万 | 减仓 |
| USXF | ISHARES TR | $43.61万 | 0.04% | 7,574 | -600 | -7.3% | -$3.45万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $43.58万 | 0.04% | 8,673 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $42.66万 | 0.04% | 1,867 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $41.47万 | 0.04% | 18,012 | -979 | -5.2% | -$2.25万 | 减仓 |
| IXUS | ISHARES TR | $41.44万 | 0.04% | 4,896 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $41.36万 | 0.04% | 8,340 | -34 | -0.4% | -$1,686 | 减仓 |
| CRM | SALESFORCE INC | $41.35万 | 0.04% | 1,561 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $39.68万 | 0.04% | 8,148 | -224 | -2.7% | -$1.09万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.34万 | 0.04% | 7,924 | -345 | -4.2% | -$1.71万 | 减仓 |
| WM | WASTE MGMT INC DEL | $39.20万 | 0.04% | 1,784 | -1,275 | -41.7% | -$28.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $39.03万 | 0.04% | 1,886 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $37.81万 | 0.04% | 2,635 | -1,984 | -43.0% | -$28.47万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $37.72万 | 0.04% | 9,984 | 0 | 0.0% | — | 不变 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $37.23万 | 0.04% | 10,584 | -853 | -7.5% | -$3.00万 | 减仓 |
| — | PIMCO EQUITY SER | $37.21万 | 0.04% | 8,861 | -846 | -8.7% | -$3.55万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $37.02万 | 0.04% | 14,232 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $36.35万 | 0.04% | 533 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.58万 | 0.04% | 1,164 | -938 | -44.6% | -$28.67万 | 减仓 |
| EBND | SPDR SERIES TRUST | $35.33万 | 0.03% | 16,532 | -218 | -1.3% | -$4,659 | 减仓 |
| MDYV | SPDR SERIES TRUST | $34.93万 | 0.03% | 4,126 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $34.69万 | 0.03% | 8,021 | -350 | -4.2% | -$1.51万 | 减仓 |
| AMZN | AMAZON COM INC | $34.02万 | 0.03% | 1,474 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $33.54万 | 0.03% | 1,756 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.76万 | 0.03% | 1,064 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.68万 | 0.03% | 1,267 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $31.82万 | 0.03% | 8,747 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $31.48万 | 0.03% | 3,406 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.48万 | 0.03% | 549 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.97万 | 0.03% | 1,258 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.75万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.58万 | 0.03% | 2,006 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $30.10万 | 0.03% | 1,037 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $29.85万 | 0.03% | 10,951 | -128 | -1.2% | -$3,489 | 减仓 |
| IUSG | ISHARES TR | $29.85万 | 0.03% | 1,777 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $29.79万 | 0.03% | 7,384 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $29.14万 | 0.03% | 5,530 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $29.07万 | 0.03% | 4,188 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $29.00万 | 0.03% | 3,230 | -208 | -6.1% | -$1.87万 | 减仓 |
| — | SPDR INDEX SHS FDS | $28.91万 | 0.03% | 4,370 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $28.89万 | 0.03% | 2,817 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.47万 | 0.03% | 2,705 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $27.96万 | 0.03% | 6,008 | -381 | -6.0% | -$1.77万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $27.46万 | 0.03% | 5,429 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $26.95万 | 0.03% | 2,481 | -293 | -10.6% | -$3.18万 | 减仓 |
| EMB | ISHARES TR | $26.60万 | 0.03% | 2,763 | -194 | -6.6% | -$1.87万 | 减仓 |
| IWF | ISHARES TR | $26.32万 | 0.03% | 556 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $26.13万 | 0.03% | 14,049 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $24.28万 | 0.02% | 4,569 | -201 | -4.2% | -$1.07万 | 减仓 |
| DVY | ISHARES TR | $23.56万 | 0.02% | 1,670 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.36万 | 0.02% | 1,459 | -1,745 | -54.5% | -$27.93万 | 减仓 |
| SMH | VANECK ETF TRUST | $23.30万 | 0.02% | 647 | -19 | -2.9% | -$6,841 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.07万 | 0.02% | 1,077 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $22.53万 | 0.02% | 12,547 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.47万 | 0.02% | 1,225 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $22.23万 | 0.02% | 9,393 | -126 | -1.3% | -$2,982 | 减仓 |
| GDX | VANECK ETF TRUST | $21.76万 | 0.02% | 2,537 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $21.04万 | 0.02% | 2,383 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $21.00万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.98万 | 0.02% | 2,736 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $20.75万 | 0.02% | 587 | -831 | -58.6% | -$29.37万 | 减仓 |
| ITOT | ISHARES TR | $20.74万 | 0.02% | 1,395 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $20.12万 | 0.02% | 5,499 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $16.20万 | 0.02% | 10,803 | 0 | 0.0% | — | 不变 |
| — | GENELUX CORPORATION | $10.17万 | 0.01% | 23,327 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $4.67万 | 0.00% | 40,640 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,710 | -100.0% | -$50.64万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -4,095 | -100.0% | -$47.78万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -4,774 | -100.0% | -$39.15万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -4,645 | -100.0% | -$38.95万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$36.58万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,842 | -100.0% | -$34.89万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,574 | -100.0% | -$33.51万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -85 | -100.0% | -$28.83万 | 清仓 |