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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,840.13万 | 7.78% | 26,225 | -1,543 | -5.6% | -$108.27万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,781.24万 | 7.53% | 554,386 | 10,670 | 2.0% | $34.28万 | 加仓 |
| AAPL | APPLE INC | $1,516.75万 | 6.41% | 57,584 | -1,674 | -2.8% | -$44.09万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,261.11万 | 5.33% | 277,840 | -27,086 | -8.9% | -$122.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,030.94万 | 4.36% | 51,976 | -2,000 | -3.7% | -$39.67万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $985.69万 | 4.17% | 127,046 | -2,071 | -1.6% | -$16.07万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $839.77万 | 3.55% | 368,644 | 20,066 | 5.8% | $45.71万 | 加仓 |
| GOOG | ALPHABET INC | $778.14万 | 3.29% | 23,384 | -319 | -1.3% | -$10.62万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $707.04万 | 2.99% | 88,160 | 8,850 | 11.2% | $70.98万 | 加仓 |
| AMZN | AMAZON COM INC | $502.62万 | 2.13% | 20,129 | -2,095 | -9.4% | -$52.31万 | 减仓 |
| SMH | VANECK ETF TRUST | $496.21万 | 2.10% | 10,910 | 1,382 | 14.5% | $62.86万 | 加仓 |
| GOOGL | ALPHABET INC | $384.92万 | 1.63% | 11,455 | 50 | 0.4% | $1.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $353.01万 | 1.49% | 22,948 | 19,667 | 599.4% | $302.54万 | 加仓 |
| BX | BLACKSTONE INC | $316.43万 | 1.34% | 24,696 | -2,431 | -9.0% | -$31.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $315.87万 | 1.34% | 14,046 | -3,249 | -18.8% | -$73.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $294.08万 | 1.24% | 6,998 | -524 | -7.0% | -$22.02万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $277.79万 | 1.17% | 35,667 | 22,479 | 170.5% | $175.08万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $268.33万 | 1.13% | 94,001 | 12,120 | 14.8% | $34.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $261.02万 | 1.10% | 4,076 | 49 | 1.2% | $3.14万 | 加仓 |
| TSLA | TESLA INC | $238.32万 | 1.01% | 6,128 | -541 | -8.1% | -$21.04万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $216.19万 | 0.91% | 86,789 | -6,753 | -7.2% | -$16.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $208.13万 | 0.88% | 13,691 | 1 | 0.0% | $152 | 加仓 |
| SPYI | NEOS ETF TRUST | $200.85万 | 0.85% | 38,477 | 2,093 | 5.8% | $10.93万 | 加仓 |
| SCUS | SCHWAB STRATEGIC TR | $199.31万 | 0.84% | 79,122 | 79,122 | — | $199.31万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $198.10万 | 0.84% | 57,105 | 6,961 | 13.9% | $24.15万 | 加仓 |
| QQQI | NEOS ETF TRUST | $196.58万 | 0.83% | 36,751 | 2,044 | 5.9% | $10.93万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $175.87万 | 0.74% | 3,621 | -471 | -11.5% | -$22.88万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $173.58万 | 0.73% | 42,955 | -6,605 | -13.3% | -$26.69万 | 减仓 |
| META | META PLATFORMS INC | $161.40万 | 0.68% | 2,384 | 285 | 13.6% | $19.29万 | 加仓 |
| AGX | ARGAN INC | $155.33万 | 0.66% | 2,581 | -842 | -24.6% | -$50.67万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $153.73万 | 0.65% | 16,992 | 16,992 | — | $153.73万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $152.99万 | 0.65% | 5,498 | -104 | -1.9% | -$2.89万 | 减仓 |
| XTL | SPDR SERIES TRUST | $145.01万 | 0.61% | 6,633 | 638 | 10.6% | $13.95万 | 加仓 |
| LLY | ELI LILLY & CO | $142.84万 | 0.60% | 1,580 | -225 | -12.5% | -$20.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $142.52万 | 0.60% | 2,210 | -9 | -0.4% | -$5,804 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $115.70万 | 0.49% | 174,506 | 3,126 | 1.8% | $2.07万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $112.27万 | 0.47% | 19,130 | -100 | -0.5% | -$5,869 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $110.58万 | 0.47% | 21,443 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $109.69万 | 0.46% | 1,193 | -57 | -4.6% | -$5.24万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $108.47万 | 0.46% | 8,666 | 250 | 3.0% | $3.13万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $107.15万 | 0.45% | 14,400 | -700 | -4.6% | -$5.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $102.12万 | 0.43% | 17,544 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $98.43万 | 0.42% | 1,006 | 358 | 55.2% | $35.03万 | 加仓 |
| CAT | CATERPILLAR INC | $96.32万 | 0.41% | 1,247 | 42 | 3.5% | $3.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $95.44万 | 0.40% | 2,758 | -63 | -2.2% | -$2.18万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $90.80万 | 0.38% | 15,526 | -2,175 | -12.3% | -$12.72万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $90.45万 | 0.38% | 17,869 | 1,469 | 9.0% | $7.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $87.10万 | 0.37% | 2,234 | -9 | -0.4% | -$3,509 | 减仓 |
| LRCX | LAM RESEARCH CORP | $86.16万 | 0.36% | 3,302 | -1,288 | -28.1% | -$33.61万 | 减仓 |
| XSD | SPDR SERIES TRUST | $85.25万 | 0.36% | 2,110 | 100 | 5.0% | $4.04万 | 加仓 |
| ABBV | ABBVIE INC | $84.69万 | 0.36% | 4,052 | -87 | -2.1% | -$1.82万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $82.95万 | 0.35% | 18,934 | -2,983 | -13.6% | -$13.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.28万 | 0.35% | 833 | -194 | -18.9% | -$19.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $82.16万 | 0.35% | 5,755 | 311 | 5.7% | $4.44万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $81.86万 | 0.35% | 15,733 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $80.80万 | 0.34% | 2,234 | -342 | -13.3% | -$12.37万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $78.69万 | 0.33% | 6,622 | 350 | 5.6% | $4.16万 | 加仓 |
| KGC | KINROSS GOLD CORP | $75.53万 | 0.32% | 22,301 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $75.48万 | 0.32% | 22,338 | 1,335 | 6.4% | $4.51万 | 加仓 |
| GE | GE AEROSPACE | $75.45万 | 0.32% | 2,530 | 17 | 0.7% | $5,070 | 加仓 |
| IUSG | ISHARES TR | $75.23万 | 0.32% | 4,344 | 5 | 0.1% | $866 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $73.28万 | 0.31% | 2,364 | 8 | 0.3% | $2,480 | 加仓 |
| EPOL | ISHARES TR | $73.13万 | 0.31% | 18,315 | 597 | 3.4% | $2.38万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $72.78万 | 0.31% | 48,011 | 500 | 1.1% | $7,580 | 加仓 |
| V | VISA INC | $71.66万 | 0.30% | 2,274 | -426 | -15.8% | -$13.42万 | 减仓 |
| CRM | SALESFORCE INC | $71.41万 | 0.30% | 3,940 | -415 | -9.5% | -$7.52万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $70.34万 | 0.30% | 7,960 | 350 | 4.6% | $3.09万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $70.13万 | 0.30% | 21,023 | 9,888 | 88.8% | $32.99万 | 加仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $68.76万 | 0.29% | 121,694 | 5,725 | 4.9% | $3.23万 | 加仓 |
| RGLD | ROYAL GOLD INC | $66.79万 | 0.28% | 2,548 | -21 | -0.8% | -$5,505 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $66.18万 | 0.28% | 4,953 | -25 | -0.5% | -$3,341 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $65.70万 | 0.28% | 16,925 | 178 | 1.1% | $6,910 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $64.06万 | 0.27% | 37,053 | 993 | 2.8% | $1.72万 | 加仓 |
| LQD | ISHARES TR | $63.55万 | 0.27% | 5,807 | -207 | -3.4% | -$2.27万 | 减仓 |
| NFLX | NETFLIX INC. | $63.05万 | 0.27% | 5,849 | 391 | 7.2% | $4.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $62.99万 | 0.27% | 6,859 | -1,203 | -14.9% | -$11.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $60.05万 | 0.25% | 2,148 | 723 | 50.7% | $20.21万 | 加仓 |
| GLD | SPDR GOLD TR | $59.89万 | 0.25% | 1,361 | -16 | -1.2% | -$7,041 | 减仓 |
| IWM | ISHARES TR | $55.69万 | 0.24% | 2,063 | 1 | 0.0% | $270 | 加仓 |
| — | SPDR SERIES TRUST | $55.38万 | 0.23% | 3,314 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $55.27万 | 0.23% | 8,384 | 6 | 0.1% | $396 | 加仓 |
| AVGO | BROADCOM INC | $55.23万 | 0.23% | 1,386 | 332 | 31.5% | $13.23万 | 加仓 |
| ETR | ENTERGY CORP NEW | $55.19万 | 0.23% | 4,778 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $52.47万 | 0.22% | 2,462 | 2 | 0.1% | $426 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $51.36万 | 0.22% | 12,573 | 860 | 7.3% | $3.51万 | 加仓 |
| OKLO | OKLO INC | $50.69万 | 0.21% | 7,895 | -347 | -4.2% | -$2.23万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $50.02万 | 0.21% | 47,550 | 5,213 | 12.3% | $5.48万 | 加仓 |
| AMGN | AMGEN INC | $48.35万 | 0.20% | 1,384 | 15 | 1.1% | $5,240 | 加仓 |
| — | PROSHARES TR | $48.26万 | 0.20% | 5,565 | 250 | 4.7% | $2.17万 | 加仓 |
| FALN | ISHARES TR | $46.86万 | 0.20% | 17,246 | 1,064 | 6.6% | $2.89万 | 加仓 |
| IMCG | ISHARES TR | $46.74万 | 0.20% | 5,456 | -82 | -1.5% | -$7,024 | 减仓 |
| VBK | VANGUARD INDEX FDS | $45.65万 | 0.19% | 1,385 | 11 | 0.8% | $3,625 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.66万 | 0.19% | 14,137 | 20 | 0.1% | $632 | 加仓 |
| ARM | ARM HOLDINGS PLC | $44.64万 | 0.19% | 2,750 | -100 | -3.5% | -$1.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $43.78万 | 0.19% | 1,344 | -317 | -19.1% | -$10.33万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $43.66万 | 0.18% | 6,060 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $43.62万 | 0.18% | 4,363 | 1,006 | 30.0% | $10.06万 | 加仓 |
| ANGL | VANECK ETF TRUST | $43.23万 | 0.18% | 14,766 | 642 | 4.5% | $1.88万 | 加仓 |
| MS | MORGAN STANLEY | $42.86万 | 0.18% | 2,288 | 17 | 0.7% | $3,184 | 加仓 |
| KIE | SPDR SERIES TRUST | $42.38万 | 0.18% | 7,350 | 200 | 2.8% | $1.15万 | 加仓 |