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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $48.40万 | 0.16% | 1,306 | -55 | -4.0% | -$2.04万 | 减仓 |
| MS | MORGAN STANLEY | $48.27万 | 0.16% | 2,278 | -10 | -0.4% | -$2,119 | 减仓 |
| AVGO | BROADCOM INC | $48.20万 | 0.16% | 1,305 | -81 | -5.8% | -$2.99万 | 减仓 |
| VNM | VANECK ETF TRUST | $47.65万 | 0.15% | 25,714 | 5,400 | 26.6% | $10.01万 | 加仓 |
| XSW | SPDR SERIES TRUST | $47.46万 | 0.15% | 2,685 | -50 | -1.8% | -$8,838 | 减仓 |
| KIE | SPDR SERIES TRUST | $45.86万 | 0.15% | 7,350 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $44.70万 | 0.15% | 15,357 | 591 | 4.0% | $1.72万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $44.16万 | 0.14% | 12,146 | 636 | 5.5% | $2.31万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $43.82万 | 0.14% | 4,370 | 7 | 0.2% | $702 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $42.66万 | 0.14% | 1,226 | -118 | -8.8% | -$4.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $42.16万 | 0.14% | 1,871 | -9 | -0.5% | -$2,028 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.14万 | 0.14% | 1,549 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $42.04万 | 0.14% | 1,075 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $41.51万 | 0.13% | 2,543 | -1,397 | -35.5% | -$22.81万 | 减仓 |
| — | BANK OF AMER CORP | $41.20万 | 0.13% | 330 | 5 | 1.5% | $6,242 | 加仓 |
| IVV | ISHARES TR | $40.77万 | 0.13% | 544 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $40.64万 | 0.13% | 953 | 92 | 10.7% | $3.92万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $39.91万 | 0.13% | 672 | 100 | 17.5% | $5.94万 | 加仓 |
| QCOM | QUALCOMM INC | $37.70万 | 0.12% | 2,072 | -73 | -3.4% | -$1.33万 | 减仓 |
| — | SPDR SERIES TRUST | $37.07万 | 0.12% | 2,722 | 472 | 21.0% | $6.43万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $36.12万 | 0.12% | 3,195 | 3,195 | — | $36.12万 | 新建仓 |
| EWP | ISHARES INC | $35.97万 | 0.12% | 6,100 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $35.30万 | 0.11% | 2,779 | 2,779 | — | $35.30万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.23万 | 0.11% | 705 | 9 | 1.3% | $4,498 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $35.22万 | 0.11% | 7,973 | -10,961 | -57.9% | -$48.43万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $35.07万 | 0.11% | 2,784 | 476 | 20.6% | $6.00万 | 加仓 |
| MELI | MERCADOLIBRE INC | $34.15万 | 0.11% | 196 | 196 | — | $34.15万 | 新建仓 |
| NFLX | NETFLIX INC. | $34.13万 | 0.11% | 4,601 | -1,248 | -21.3% | -$9.26万 | 减仓 |
| OKLO | OKLO INC | $33.71万 | 0.11% | 6,427 | -1,468 | -18.6% | -$7.70万 | 减仓 |
| ACWX | ISHARES TR | $33.15万 | 0.11% | 4,420 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $32.87万 | 0.11% | 8,963 | -200 | -2.2% | -$7,334 | 减仓 |
| SCJ | ISHARES INC | $32.45万 | 0.11% | 3,028 | 165 | 5.8% | $1.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.34万 | 0.11% | 728 | 33 | 4.7% | $1.47万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $31.44万 | 0.10% | 5,154 | 396 | 8.3% | $2.42万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $31.25万 | 0.10% | 8,271 | 121 | 1.5% | $4,572 | 加仓 |
| EME | EMCOR GROUP INC | $30.81万 | 0.10% | 383 | -30 | -7.3% | -$2.41万 | 减仓 |
| EWC | ISHARES INC | $30.05万 | 0.10% | 5,210 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $29.36万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $29.24万 | 0.10% | 1,828 | 5 | 0.3% | $800 | 加仓 |
| TQQQ | PROSHARES TR | $29.05万 | 0.09% | 3,750 | 3,750 | — | $29.05万 | 新建仓 |
| ORCL | ORACLE CORP | $28.90万 | 0.09% | 2,028 | -158 | -7.2% | -$2.25万 | 减仓 |
| INCY | INCYTE CORP | $27.35万 | 0.09% | 2,403 | -450 | -15.8% | -$5.12万 | 减仓 |
| UDOW | PROSHARES TR | $27.02万 | 0.09% | 3,850 | 3,850 | — | $27.02万 | 新建仓 |
| DRS | LEONARDO DRS INC | $26.09万 | 0.08% | 6,113 | -297 | -4.6% | -$1.27万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $25.86万 | 0.08% | 5,154 | 285 | 5.9% | $1.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $25.79万 | 0.08% | 5,760 | -18 | -0.3% | -$806 | 减仓 |
| AES | AES CORP | $25.70万 | 0.08% | 17,552 | -4,633 | -20.9% | -$6.78万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $25.64万 | 0.08% | 21,100 | 21,100 | — | $25.64万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $25.35万 | 0.08% | 2,147 | 2 | 0.1% | $236 | 加仓 |
| MRK | MERCK & CO INC | $25.19万 | 0.08% | 2,010 | 216 | 12.0% | $2.71万 | 加仓 |
| NEM | NEWMONT CORP | $25.15万 | 0.08% | 2,696 | 7 | 0.3% | $653 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.09万 | 0.08% | 4,471 | -250 | -5.3% | -$1.40万 | 减仓 |
| OKE | ONEOK INC NEW | $24.87万 | 0.08% | 2,901 | 32 | 1.1% | $2,743 | 加仓 |
| XNTK | SPDR SERIES TRUST | $24.87万 | 0.08% | 660 | -25 | -3.6% | -$9,419 | 减仓 |
| WMT | WALMART INC | $23.95万 | 0.08% | 2,200 | 2,200 | — | $23.95万 | 新建仓 |
| EWT | ISHARES INC | $23.89万 | 0.08% | 2,260 | 2,260 | — | $23.89万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $23.52万 | 0.08% | 47,806 | -21,568 | -31.1% | -$10.61万 | 减仓 |
| CUBE | CUBESMART | $23.19万 | 0.08% | 5,779 | -109 | -1.9% | -$4,374 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.94万 | 0.07% | 2,117 | -1,422 | -40.2% | -$15.41万 | 减仓 |
| BAC | BANK OF AMER CORP | $22.65万 | 0.07% | 3,881 | 47 | 1.2% | $2,743 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $22.56万 | 0.07% | 1,863 | -616 | -24.8% | -$7.46万 | 重新持有 |
| ALL | ALLSTATE CORP | $22.29万 | 0.07% | 917 | 917 | — | $22.29万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.28万 | 0.07% | 1,345 | 179 | 15.4% | $2.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $22.01万 | 0.07% | 867 | -42 | -4.6% | -$1.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $21.94万 | 0.07% | 1,872 | -288 | -13.3% | -$3.38万 | 减仓 |
| FLTR | VANECK ETF TRUST | $21.44万 | 0.07% | 8,396 | 62 | 0.7% | $1,583 | 加仓 |
| ESGD | ISHARES TR | $21.43万 | 0.07% | 2,100 | -155 | -6.9% | -$1.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.34万 | 0.07% | 2,921 | 20 | 0.7% | $1,461 | 加仓 |
| SPYD | SPDR SERIES TRUST | $21.24万 | 0.07% | 4,431 | 37 | 0.8% | $1,773 | 加仓 |
| IYJ | ISHARES TR | $20.64万 | 0.07% | 1,246 | 1,246 | — | $20.64万 | 新建仓 |
| GLDM | WORLD GOLD TR | $20.28万 | 0.07% | 2,538 | -1,242 | -32.9% | -$9.93万 | 重新持有 |
| DHT | DHT HOLDINGS INC | $18.45万 | 0.06% | 11,159 | 11,159 | — | $18.45万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $15.75万 | 0.05% | 1,000 | 1,000 | — | $15.75万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $13.66万 | 0.04% | 13,458 | -2,404 | -15.2% | -$2.44万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $12.60万 | 0.04% | 800 | 800 | — | $12.60万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $9.86万 | 0.03% | 10,471 | -3,000 | -22.3% | -$2.83万 | 减仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,296 | -100.0% | -$29.74万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,100 | -100.0% | -$29.10万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -4,072 | -100.0% | -$28.67万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -7,962 | -100.0% | -$28.53万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$27.23万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -10,600 | -100.0% | -$27.11万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,799 | -100.0% | -$27.11万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,891 | -100.0% | -$25.67万 | 清仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,690 | -100.0% | -$25.51万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,377 | -100.0% | -$25.46万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -3,976 | -100.0% | -$21.26万 | 清仓 |
| USDU | WISDOMTREE TR | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.71万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -385 | -100.0% | -$20.46万 | 清仓 |
| EWS | ISHARES INC | $0 | 0.00% | 0 | -6,962 | -100.0% | -$20.30万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -10,900 | -100.0% | -$10.05万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,389 | 清仓 |