Kaizen Financial Strategies
CAMPBELL CA · SEC CIK 0001842013
$2.36亿2026Q1 申报市值
174持仓数
47.5%前十大占比 · 第一大 7.8%
25 / 14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
VYM 加仓+$302.54万
SCUS 新建仓+$199.31万
VPLS 加仓+$175.08万
JIVE 新建仓+$153.73万
JIRE 加仓+$70.98万
2026Q1 卖出最多 按季末市值估算
SCHQ 清仓-$383.14万
CGDV 减仓-$122.94万
SPY 减仓-$108.27万
VIG 减仓-$73.06万
PROSHARES TR II 清仓-$57.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $42.21万 | 0.18% | 2,096 | 28 | 1.4% | $5,638 | 加仓 |
| ACHR | ARCHER AVIATION INC | $42.18万 | 0.18% | 69,374 | -11,677 | -14.4% | -$7.10万 | 减仓 |
| XSW | SPDR SERIES TRUST | $41.41万 | 0.18% | 2,735 | 50 | 1.9% | $7,570 | 加仓 |
| HACK | AMPLIFY ETF TR | $40.61万 | 0.17% | 5,222 | -101 | -1.9% | -$7,855 | 减仓 |
| — | BANK AMERICA CORP | $39.59万 | 0.17% | 325 | 5 | 1.6% | $6,090 | 加仓 |
| — | LISTED FDS TR | $39.42万 | 0.17% | 11,774 | 11,774 | — | $39.42万 | 新建仓 |
| ORCL | ORACLE CORP | $38.99万 | 0.16% | 2,186 | -137 | -5.9% | -$2.44万 | 减仓 |
| IVV | ISHARES TR | $38.33万 | 0.16% | 544 | -17 | -3.0% | -$1.20万 | 减仓 |
| PGR | PROGRESSIVE CORP | $38.26万 | 0.16% | 1,880 | -188 | -9.1% | -$3.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.20万 | 0.16% | 11,510 | 29 | 0.3% | $962 | 加仓 |
| VNM | VANECK ETF TRUST | $38.03万 | 0.16% | 20,314 | 1,593 | 8.5% | $2.98万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $37.70万 | 0.16% | 3,539 | 6 | 0.2% | $639 | 加仓 |
| IWO | ISHARES TR | $37.48万 | 0.16% | 1,075 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $35.22万 | 0.15% | 9,163 | 769 | 9.2% | $2.96万 | 加仓 |
| EWP | ISHARES INC | $35.00万 | 0.15% | 6,100 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.07万 | 0.14% | 696 | -13 | -1.8% | -$6,177 | 减仓 |
| EME | EMCOR GROUP INC | $32.72万 | 0.14% | 413 | 20 | 5.1% | $1.58万 | 加仓 |
| ACWX | ISHARES TR | $32.47万 | 0.14% | 4,420 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $32.17万 | 0.14% | 22,185 | 7,485 | 50.9% | $10.85万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $31.97万 | 0.14% | 2,308 | 47 | 2.1% | $6,511 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $31.43万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $30.79万 | 0.13% | 8,150 | -1,144 | -12.3% | -$4.32万 | 减仓 |
| NEM | NEWMONT CORP | $30.49万 | 0.13% | 2,689 | -285 | -9.6% | -$3.23万 | 减仓 |
| EWC | ISHARES INC | $30.21万 | 0.13% | 5,210 | 200 | 4.0% | $1.16万 | 加仓 |
| — | HONEYWELL INTL INC | $29.74万 | 0.13% | 1,296 | 15 | 1.2% | $3,442 | 加仓 |
| SCJ | ISHARES INC | $29.35万 | 0.12% | 2,863 | 2,863 | — | $29.35万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.10万 | 0.12% | 2,100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $28.84万 | 0.12% | 2,145 | -159 | -6.9% | -$2.14万 | 减仓 |
| DRS | LEONARDO DRS INC | $28.81万 | 0.12% | 6,410 | 6,410 | — | $28.81万 | 新建仓 |
| AA | ALCOA CORP | $28.67万 | 0.12% | 4,072 | 4,072 | — | $28.67万 | 新建仓 |
| — | NEOS ETF TRUST | $28.53万 | 0.12% | 7,962 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $27.86万 | 0.12% | 4,758 | 18 | 0.4% | $1,054 | 加仓 |
| MMM | 3M CO | $27.45万 | 0.12% | 1,823 | -7 | -0.4% | -$1,054 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.26万 | 0.12% | 861 | 861 | — | $27.26万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $27.23万 | 0.12% | 1,740 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $27.19万 | 0.12% | 2,853 | 2,853 | — | $27.19万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.19万 | 0.11% | 4,721 | 1,078 | 29.6% | $6.21万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $27.11万 | 0.11% | 10,600 | 800 | 8.2% | $2.05万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.11万 | 0.11% | 8,799 | 8,799 | — | $27.11万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $26.78万 | 0.11% | 5,778 | 318 | 5.8% | $1.47万 | 加仓 |
| LEN | LENNAR CORP | $25.67万 | 0.11% | 2,891 | -581 | -16.7% | -$5.16万 | 减仓 |
| KCE | SPDR SERIES TRUST | $25.51万 | 0.11% | 1,690 | 150 | 9.7% | $2.26万 | 加仓 |
| DOW | DOW HLDGS INC | $25.46万 | 0.11% | 6,377 | 6,377 | — | $25.46万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.25万 | 0.11% | 695 | 695 | — | $25.25万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $25.23万 | 0.11% | 2,145 | -797 | -27.1% | -$9.37万 | 减仓 |
| OKE | ONEOK INC NEW | $24.44万 | 0.10% | 2,869 | -2,129 | -42.6% | -$18.14万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $24.41万 | 0.10% | 4,869 | -1,034 | -17.5% | -$5.18万 | 减仓 |
| — | SPDR SERIES TRUST | $23.92万 | 0.10% | 2,250 | 250 | 12.5% | $2.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $23.84万 | 0.10% | 1,428 | -382 | -21.1% | -$6.38万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $23.03万 | 0.10% | 1,352 | -200 | -12.9% | -$3.41万 | 重新持有 |
| CUBE | CUBESMART | $23.02万 | 0.10% | 5,888 | -246 | -4.0% | -$9,619 | 减仓 |
| ESGD | ISHARES TR | $22.93万 | 0.10% | 2,255 | 2,255 | — | $22.93万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $22.48万 | 0.10% | 572 | -3 | -0.5% | -$1,179 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.95万 | 0.09% | 1,166 | 1,166 | — | $21.95万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $21.40万 | 0.09% | 2,901 | 28 | 1.0% | $2,066 | 加仓 |
| VGT | VANGUARD WORLD FD | $21.38万 | 0.09% | 270 | 270 | — | $21.38万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.32万 | 0.09% | 909 | 909 | — | $21.32万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $21.26万 | 0.09% | 3,976 | 69 | 1.8% | $3,689 | 加仓 |
| FLTR | VANECK ETF TRUST | $21.21万 | 0.09% | 8,334 | -12 | -0.1% | -$305 | 减仓 |
| USDU | WISDOMTREE TR | $20.71万 | 0.09% | 8,000 | 8,000 | — | $20.71万 | 新建仓 |
| MRK | MERCK & CO INC | $20.71万 | 0.09% | 1,794 | 1,794 | — | $20.71万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.66万 | 0.09% | 1,549 | 1,549 | — | $20.66万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.52万 | 0.09% | 3,834 | -320 | -7.7% | -$1.71万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.46万 | 0.09% | 385 | 385 | — | $20.46万 | 新建仓 |
| EWS | ISHARES INC | $20.30万 | 0.09% | 6,962 | -4,177 | -37.5% | -$12.18万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $20.27万 | 0.09% | 4,394 | 4,394 | — | $20.27万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $20.20万 | 0.09% | 685 | 685 | — | $20.20万 | 新建仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $20.01万 | 0.08% | 44,200 | 44,200 | — | $20.01万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $18.10万 | 0.08% | 15,862 | 687 | 4.5% | $7,839 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.09万 | 0.06% | 13,471 | 949 | 7.6% | $9,224 | 加仓 |
| JOBY | JOBY AVIATION INC | $10.05万 | 0.04% | 10,900 | -304 | -2.7% | -$2,803 | 减仓 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $3.85万 | 0.02% | 27,400 | 27,400 | — | $3.85万 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $3.77万 | 0.02% | 27,700 | 27,700 | — | $3.77万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $9,389 | 0.00% | 10,000 | 10,000 | — | $9,389 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -120,863 | -100.0% | -$383.14万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -10,289 | -100.0% | -$57.12万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -6,372 | -100.0% | -$44.07万 | 清仓 |
| EWI | ISHARES INC | $0 | 0.00% | 0 | -7,800 | -100.0% | -$42.38万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQE | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAS | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,475 | -100.0% | -$24.83万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$24.73万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -411 | -100.0% | -$23.28万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -8,541 | -100.0% | -$23.11万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,144 | -100.0% | -$22.21万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,101 | -100.0% | -$20.99万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -3,812 | -100.0% | -$20.81万 | 清仓 |
| TNA | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -4,425 | -100.0% | -$20.15万 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -13,700 | -100.0% | -$4.63万 | 清仓 |
| SMH | VANECK ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -13,700 | -100.0% | -$4.45万 | 清仓 |