Kaizen Financial Strategies
CAMPBELL CA · SEC CIK 0001842013
$3.08亿2026Q2 申报市值
176持仓数
43.6%前十大占比 · 第一大 7.6%
15 / 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
FNDB 加仓+$321.17万
VOO 加仓+$309.50万
VYM 加仓+$264.88万
FNDF 加仓+$250.36万
QQQ 加仓+$144.22万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$492.87万
VCRB 减仓-$122.96万
SCHG 减仓-$118.66万
SCUS 减仓-$90.98万
SPYI 减仓-$75.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST 看跌期权 | $2,339.13万 | 7.60% | 37,700 | -6,500 | -14.7% | -$403.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,772.35万 | 5.76% | 519,599 | -34,787 | -6.3% | -$118.66万 | 减仓 |
| AAPL | APPLE INC | $1,636.12万 | 5.32% | 55,579 | -2,005 | -3.5% | -$59.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,462.88万 | 4.75% | 19,616 | -6,609 | -25.2% | -$492.87万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,306.87万 | 4.25% | 266,220 | -11,620 | -4.2% | -$57.04万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $1,130.21万 | 3.67% | 11,400 | 11,400 | — | $1,130.21万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,096.27万 | 3.56% | 14,700 | 14,700 | — | $1,096.27万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $997.25万 | 3.24% | 50,473 | -1,503 | -2.9% | -$29.70万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $853.01万 | 2.77% | 111,040 | -16,006 | -12.6% | -$122.96万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $835.25万 | 2.71% | 370,730 | 2,086 | 0.6% | $4.70万 | 加仓 |
| GOOG | ALPHABET INC | $802.71万 | 2.61% | 22,429 | -955 | -4.1% | -$34.18万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $721.36万 | 2.34% | 24,100 | -3,600 | -13.0% | -$107.76万 | 减仓 |
| SMH | VANECK ETF TRUST | $682.35万 | 2.22% | 10,997 | 87 | 0.8% | $5.40万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $669.16万 | 2.17% | 81,885 | -6,275 | -7.1% | -$51.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $628.00万 | 2.04% | 39,687 | 16,739 | 72.9% | $264.88万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $607.78万 | 1.98% | 199,338 | 105,337 | 112.1% | $321.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $461.00万 | 1.50% | 6,725 | 4,515 | 204.3% | $309.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $439.78万 | 1.43% | 6,065 | 1,989 | 48.8% | $144.22万 | 加仓 |
| AMZN | AMAZON COM INC | $431.12万 | 1.40% | 17,837 | -2,292 | -11.4% | -$55.40万 | 减仓 |
| GOOGL | ALPHABET INC | $409.08万 | 1.33% | 11,325 | -130 | -1.1% | -$4.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $373.83万 | 1.21% | 15,809 | 1,763 | 12.6% | $41.69万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $362.86万 | 1.18% | 47,021 | 11,354 | 31.8% | $87.62万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $362.19万 | 1.18% | 69,451 | 48,008 | 223.9% | $250.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $295.05万 | 0.96% | 5,455 | -43 | -0.8% | -$2.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $263.48万 | 0.86% | 14,195 | 504 | 3.7% | $9.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $257.52万 | 0.84% | 6,701 | -297 | -4.2% | -$11.41万 | 减仓 |
| BX | BLACKSTONE INC | $254.29万 | 0.83% | 21,270 | -3,426 | -13.9% | -$40.96万 | 减仓 |
| SNDK | SANDISK CORP | $246.91万 | 0.80% | 1,215 | 22 | 1.8% | $4.47万 | 加仓 |
| TSLA | TESLA INC | $240.42万 | 0.78% | 5,653 | -475 | -7.8% | -$20.20万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $220.58万 | 0.72% | 58,170 | 1,065 | 1.9% | $4.04万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $200.34万 | 0.65% | 21,960 | 4,968 | 29.2% | $45.32万 | 加仓 |
| AGX | ARGAN INC | $196.57万 | 0.64% | 2,571 | -10 | -0.4% | -$7,646 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $193.93万 | 0.63% | 78,995 | -7,794 | -9.0% | -$19.13万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $177.44万 | 0.58% | 3,397 | -224 | -6.2% | -$11.70万 | 减仓 |
| LLY | ELI LILLY & CO | $174.50万 | 0.57% | 1,464 | -116 | -7.3% | -$13.83万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $165.12万 | 0.54% | 7,590 | -370 | -4.6% | -$8.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $150.10万 | 0.49% | 27,400 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $138.02万 | 0.45% | 24,563 | -12,188 | -33.2% | -$68.48万 | 减仓 |
| XTL | SPDR SERIES TRUST | $135.77万 | 0.44% | 6,045 | -588 | -8.9% | -$13.21万 | 减仓 |
| META | META PLATFORMS INC | $135.10万 | 0.44% | 2,204 | -180 | -7.6% | -$11.03万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $134.96万 | 0.44% | 8,416 | -250 | -2.9% | -$4.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $134.10万 | 0.44% | 2,060 | -174 | -7.8% | -$11.33万 | 减仓 |
| SPYI | NEOS ETF TRUST | $128.84万 | 0.42% | 24,269 | -14,208 | -36.9% | -$75.43万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $128.71万 | 0.42% | 2,151 | -83 | -3.7% | -$4.97万 | 减仓 |
| XSD | SPDR SERIES TRUST | $121.59万 | 0.40% | 2,040 | -70 | -3.3% | -$4.17万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $121.50万 | 0.39% | 3,105 | -197 | -6.0% | -$7.71万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $119.91万 | 0.39% | 19,130 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $119.26万 | 0.39% | 178,005 | 3,499 | 2.0% | $2.34万 | 加仓 |
| GEV | GE VERNOVA INC | $113.75万 | 0.37% | 1,003 | -3 | -0.3% | -$3,402 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $111.67万 | 0.36% | 28,342 | -14,613 | -34.0% | -$57.58万 | 减仓 |
| CAT | CATERPILLAR INC | $109.39万 | 0.36% | 1,103 | -144 | -11.5% | -$14.28万 | 减仓 |
| SCUS | SCHWAB STRATEGIC TR | $107.61万 | 0.35% | 42,874 | -36,248 | -45.8% | -$90.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $104.01万 | 0.34% | 17,563 | 19 | 0.1% | $1,125 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $103.93万 | 0.34% | 16,400 | -1,469 | -8.2% | -$9.31万 | 减仓 |
| ABBV | ABBVIE INC | $102.73万 | 0.33% | 4,092 | 40 | 1.0% | $1.00万 | 加仓 |
| GE | GE AEROSPACE | $94.58万 | 0.31% | 2,523 | -7 | -0.3% | -$2,624 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $88.53万 | 0.29% | 4,828 | 3,476 | 257.1% | $63.74万 | 加仓 |
| IUSG | ISHARES TR | $87.04万 | 0.28% | 4,647 | 303 | 7.0% | $5.68万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $86.19万 | 0.28% | 15,733 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $85.56万 | 0.28% | 23,760 | 1,422 | 6.4% | $5.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.86万 | 0.27% | 885 | 52 | 6.2% | $4.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $80.76万 | 0.26% | 2,187 | -571 | -20.7% | -$21.09万 | 减仓 |
| V | VISA INC | $77.56万 | 0.25% | 2,209 | -65 | -2.9% | -$2.28万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $76.45万 | 0.25% | 8,390 | 6 | 0.1% | $547 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $74.51万 | 0.24% | 2,230 | -134 | -5.7% | -$4.48万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $71.30万 | 0.23% | 13,442 | -958 | -6.7% | -$5.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $69.34万 | 0.23% | 5,515 | -240 | -4.2% | -$3.02万 | 减仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $68.56万 | 0.22% | 118,616 | -3,078 | -2.5% | -$1.78万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $68.48万 | 0.22% | 6,240 | -382 | -5.8% | -$4.19万 | 减仓 |
| — | LISTED FDS TR | $67.84万 | 0.22% | 17,793 | 6,019 | 51.1% | $22.95万 | 加仓 |
| EPOL | ISHARES TR | $65.55万 | 0.21% | 16,944 | -1,371 | -7.5% | -$5.30万 | 减仓 |
| — | SPDR SERIES TRUST | $64.69万 | 0.21% | 3,314 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $63.91万 | 0.21% | 38,225 | 1,172 | 3.2% | $1.96万 | 加仓 |
| FALN | ISHARES TR | $63.63万 | 0.21% | 23,464 | 6,218 | 36.1% | $16.86万 | 加仓 |
| LQD | ISHARES TR | $63.14万 | 0.21% | 5,822 | 15 | 0.3% | $1,627 | 加仓 |
| IWM | ISHARES TR | $61.76万 | 0.20% | 2,063 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $60.18万 | 0.20% | 15,696 | -1,229 | -7.3% | -$4.71万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.00万 | 0.19% | 6,831 | -28 | -0.4% | -$2,419 | 减仓 |
| CAH | CARDINAL HEALTH INC | $58.55万 | 0.19% | 2,463 | 1 | 0.0% | $238 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $56.99万 | 0.19% | 13,213 | 640 | 5.1% | $2.76万 | 加仓 |
| — | LISTED FDS TR | $56.71万 | 0.18% | 7,993 | 4,488 | 128.0% | $31.84万 | 重新持有 |
| ARM | ARM HOLDINGS PLC | $56.70万 | 0.18% | 1,680 | -1,070 | -38.9% | -$36.11万 | 减仓 |
| HACK | AMPLIFY ETF TR | $55.93万 | 0.18% | 5,222 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $55.29万 | 0.18% | 1,834 | -314 | -14.6% | -$9.47万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $55.09万 | 0.18% | 53,431 | 5,881 | 12.4% | $6.06万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $54.07万 | 0.18% | 15,180 | 1,043 | 7.4% | $3.72万 | 加仓 |
| ETR | ENTERGY CORP NEW | $53.92万 | 0.18% | 4,778 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $53.85万 | 0.17% | 1,486 | 101 | 7.3% | $3.66万 | 加仓 |
| — | PROSHARES TR | $53.56万 | 0.17% | 5,315 | -250 | -4.5% | -$2.52万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $52.52万 | 0.17% | 4,953 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $52.46万 | 0.17% | 5,360 | -96 | -1.8% | -$9,395 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $51.95万 | 0.17% | 6,060 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $51.85万 | 0.17% | 19,558 | -1,465 | -7.0% | -$3.88万 | 减仓 |
| KGC | KINROSS GOLD CORP | $51.64万 | 0.17% | 22,001 | -300 | -1.3% | -$7,041 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $50.55万 | 0.16% | 1,436 | 8 | 0.6% | $2,816 | 加仓 |
| AMGN | AMGEN INC | $50.35万 | 0.16% | 1,393 | 9 | 0.7% | $3,253 | 加仓 |
| UEC | URANIUM ENERGY CORP | $50.12万 | 0.16% | 47,511 | -500 | -1.0% | -$5,275 | 减仓 |
| RGLD | ROYAL GOLD INC | $49.78万 | 0.16% | 2,504 | -44 | -1.7% | -$8,747 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.60万 | 0.16% | 8,549 | -6,977 | -44.9% | -$40.48万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $49.38万 | 0.16% | 2,215 | 119 | 5.7% | $2.65万 | 加仓 |