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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $9,676.37万 | 9.57% | 906,876 | -75,323 | -7.7% | -$803.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $9,246.16万 | 9.15% | 1,627,559 | -124,502 | -7.1% | -$707.30万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8,870.27万 | 8.77% | 1,105,743 | -8,199 | -0.7% | -$65.77万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $4,830.77万 | 4.78% | 794,404 | -10,969 | -1.4% | -$66.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3,687.81万 | 3.65% | 830,400 | -69,312 | -7.7% | -$307.81万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $3,362.05万 | 3.33% | 1,165,759 | -148,399 | -11.3% | -$427.98万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,833.64万 | 2.80% | 620,188 | -70,349 | -10.2% | -$321.42万 | 减仓 |
| IEMG | ISHARES INC | $2,722.31万 | 2.69% | 404,985 | -5,406 | -1.3% | -$36.34万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $2,571.82万 | 2.54% | 548,831 | -55,083 | -9.1% | -$258.12万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,370.36万 | 2.34% | 670,921 | -2,537 | -0.4% | -$8.96万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $2,229.35万 | 2.21% | 476,256 | -34,925 | -6.8% | -$163.48万 | 减仓 |
| IVLU | ISHARES TR | $2,194.56万 | 2.17% | 576,757 | -7,817 | -1.3% | -$29.74万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,180.25万 | 2.16% | 499,599 | -2,013 | -0.4% | -$8.78万 | 减仓 |
| IUSB | ISHARES TR | $2,083.75万 | 2.06% | 447,733 | -8,632 | -1.9% | -$40.17万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1,989.05万 | 1.97% | 487,035 | -3,110 | -0.6% | -$12.70万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,746.26万 | 1.73% | 516,491 | -64,706 | -11.1% | -$218.77万 | 减仓 |
| QUAL | ISHARES TR | $1,659.52万 | 1.64% | 83,553 | -1,141 | -1.3% | -$22.66万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,473.49万 | 1.46% | 123,490 | -1,635 | -1.3% | -$19.51万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,472.60万 | 1.46% | 272,350 | -1,421 | -0.5% | -$7.68万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $1,455.52万 | 1.44% | 160,530 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $1,436.44万 | 1.42% | 372,521 | -4,916 | -1.3% | -$18.96万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,389.57万 | 1.37% | 417,288 | -5,666 | -1.3% | -$18.87万 | 减仓 |
| FEGE | RBB FUND TRUST | $1,374.70万 | 1.36% | 298,673 | -981 | -0.3% | -$4.52万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,305.92万 | 1.29% | 376,888 | -2,317 | -0.6% | -$8.03万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,194.00万 | 1.18% | 19,039 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,185.68万 | 1.17% | 250,037 | -731 | -0.3% | -$3.47万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,068.49万 | 1.06% | 125,159 | -2,068 | -1.6% | -$17.65万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1,022.36万 | 1.01% | 28,624 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,008.15万 | 1.00% | 355,483 | -1,548 | -0.4% | -$4.39万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $989.56万 | 0.98% | 358,277 | -198 | -0.1% | -$5,469 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $966.77万 | 0.96% | 159,191 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $943.69万 | 0.93% | 178,831 | -3,762 | -2.1% | -$19.85万 | 减仓 |
| IVV | ISHARES TR | $935.48万 | 0.93% | 13,658 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $894.26万 | 0.88% | 201,094 | -1,833 | -0.9% | -$8.15万 | 减仓 |
| IAGG | ISHARES TR | $865.24万 | 0.86% | 173,013 | -3,531 | -2.0% | -$17.66万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $749.12万 | 0.74% | 215,140 | -2,205 | -1.0% | -$7.68万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $715.59万 | 0.71% | 75,973 | -8,179 | -9.7% | -$77.04万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $708.56万 | 0.70% | 122,356 | -310 | -0.3% | -$1.80万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $707.44万 | 0.70% | 88,124 | -431 | -0.5% | -$3.46万 | 减仓 |
| SHLD | GLOBAL X FDS | $662.00万 | 0.65% | 102,177 | -1,488 | -1.4% | -$9.64万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $645.64万 | 0.64% | 250,734 | -4,894 | -1.9% | -$12.60万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $630.51万 | 0.62% | 238,199 | -4,304 | -1.8% | -$11.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $531.33万 | 0.53% | 10,986 | -355 | -3.1% | -$17.17万 | 减仓 |
| AAPL | APPLE INC | $432.33万 | 0.43% | 15,903 | -857 | -5.1% | -$23.30万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $420.16万 | 0.42% | 37,588 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $376.06万 | 0.37% | 80,149 | -3,153 | -3.8% | -$14.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $369.21万 | 0.37% | 25,763 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $335.66万 | 0.33% | 40,687 | -81 | -0.2% | -$6,682 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $330.87万 | 0.33% | 8,944 | -820 | -8.4% | -$30.33万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $327.86万 | 0.32% | 50,020 | -715 | -1.4% | -$4.69万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $307.86万 | 0.30% | 101,772 | -1,028 | -1.0% | -$3.11万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $236.83万 | 0.23% | 75,303 | -459 | -0.6% | -$1.44万 | 减仓 |
| TGRT | T ROWE PRICE ETF INC | $232.02万 | 0.23% | 52,435 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $227.03万 | 0.22% | 87,961 | -1,163 | -1.3% | -$3.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $220.30万 | 0.22% | 11,500 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $211.93万 | 0.21% | 19,504 | 0 | 0.0% | — | 不变 |
| PDN | INVESCO EXCH TRADED FD TR II | $210.88万 | 0.21% | 49,988 | -584 | -1.2% | -$2.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $190.90万 | 0.19% | 10,236 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $189.40万 | 0.19% | 9,057 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $186.01万 | 0.18% | 16,696 | -2,216 | -11.7% | -$24.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $182.90万 | 0.18% | 2,121 | 71 | 3.5% | $6.12万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $162.66万 | 0.16% | 14,203 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $159.44万 | 0.16% | 13,267 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $155.74万 | 0.15% | 3,503 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $155.16万 | 0.15% | 30,269 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $141.65万 | 0.14% | 34,149 | -182 | -0.5% | -$7,549 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $138.74万 | 0.14% | 13,605 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $136.85万 | 0.14% | 27,329 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $127.42万 | 0.13% | 19,307 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $123.86万 | 0.12% | 26,992 | -354 | -1.3% | -$1.62万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $121.23万 | 0.12% | 45,048 | -22 | -0.0% | -$592 | 减仓 |
| IVW | ISHARES TR | $119.69万 | 0.12% | 9,711 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $115.51万 | 0.11% | 5,639 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.77万 | 0.11% | 2,144 | 23 | 1.1% | $1.16万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $107.68万 | 0.11% | 21,339 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $104.41万 | 0.10% | 11,671 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $102.77万 | 0.10% | 37,534 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $90.59万 | 0.09% | 9,959 | -9 | -0.1% | -$819 | 减仓 |
| TSLA | TESLA INC | $87.20万 | 0.09% | 1,939 | 301 | 18.4% | $13.54万 | 加仓 |
| EIX | EDISON INTL | $80.57万 | 0.08% | 13,423 | 434 | 3.3% | $2.60万 | 加仓 |
| HD | HOME DEPOT INC | $78.53万 | 0.08% | 2,282 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $77.70万 | 0.08% | 27,594 | 0 | 0.0% | — | 不变 |
| EMHC | SPDR SERIES TRUST | $71.65万 | 0.07% | 28,142 | -365 | -1.3% | -$9,293 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $70.91万 | 0.07% | 21,818 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $63.56万 | 0.06% | 12,143 | -8 | -0.1% | -$419 | 减仓 |
| SPIP | SPDR SERIES TRUST | $62.54万 | 0.06% | 24,101 | -602 | -2.4% | -$1.56万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $61.48万 | 0.06% | 8,358 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $58.76万 | 0.06% | 10,683 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $58.28万 | 0.06% | 16,581 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $58.00万 | 0.06% | 1,654 | -776 | -31.9% | -$27.21万 | 减仓 |
| EUSB | ISHARES TR | $57.19万 | 0.06% | 13,023 | -3,930 | -23.2% | -$17.26万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $54.13万 | 0.05% | 23,113 | -312 | -1.3% | -$7,307 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $52.84万 | 0.05% | 17,329 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $52.16万 | 0.05% | 2,062 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $52.14万 | 0.05% | 2,029 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $50.43万 | 0.05% | 821 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $49.95万 | 0.05% | 5,201 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $48.63万 | 0.05% | 3,674 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $48.45万 | 0.05% | 5,199 | -3,487 | -40.1% | -$32.50万 | 减仓 |
| BA | BOEING CO | $47.92万 | 0.05% | 2,207 | 41 | 1.9% | $8,902 | 加仓 |