13F 机构持仓

KFG WEALTH MANAGEMENT, LLC

GRANGER IN · SEC CIK 0001919344

2026Q22026Q1 更早 9 个季度 🔒
$8.86亿2026Q2 申报市值
225持仓数
57.6%前十大占比 · 第一大 16.5%
26 / 18新建仓 / 清仓
申报市值走势$8.86亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FELC 16.5%
ACIO 8.6%
FENI 6.8%
DRSK 6.5%
FMDE 4.3%
FBND 4.2%
DIMENSIONAL ET 3.8%
FESM 2.5%
ETF SER SOLUTI 2.4%
ETF SER SOLUTI 2.1%

2026Q2 买入最多 按季末市值估算

FELC 加仓+$758.13万
FENI 加仓+$401.53万
ACIO 加仓+$291.13万
DRSK 加仓+$271.41万
UJUN 加仓+$239.10万

2026Q2 卖出最多 按季末市值估算

INNOVATOR ETFS T 减仓-$183.37万
INNOVATOR ETFS T 减仓-$122.72万
INNOVATOR ETFS T 减仓-$106.05万
PEP 清仓-$77.63万
SOXX 减仓-$73.61万

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
ABT ABBOTT LABORATORIES $47.93万0.05%5,282 80.2% $726 加仓
— EXXON MOBIL CORP $48.43万0.05%3,543 -302-7.9% -$4.13万 减仓
IDXX IDEXX LABS INC $48.96万0.06%930 91.0% $4,738 加仓
ORLY OREILLY AUTOMOTIVE INC $49.67万0.06%5,394 -90-1.6% -$8,288 减仓
— INNOVATOR ETFS TRUST $50.59万0.06%18,493 -306-1.6% -$8,371 减仓
COR CENCORA INC $50.68万0.06%1,791 24415.8% $6.90万 加仓
PFE PFIZER INC $52.21万0.06%21,682 2921.4% $7,031 加仓
AON AON PLC $53.14万0.06%1,602 20.1% $663 加仓
PNC PNC FINL SVCS GROUP INC $53.46万0.06%2,171 00.0% — 不变
SYK STRYKER CORPORATION $54.68万0.06%1,737 16310.4% $5.13万 加仓
TSCO TRACTOR SUPPLY CO $54.79万0.06%17,332 4,66436.8% $14.74万 加仓
BOCT INNOVATOR ETFS TRUST $55.27万0.06%10,425 00.0% — 不变
MA MASTERCARD INCORPORATED $56.44万0.06%1,099 12312.6% $6.32万 加仓
— INNOVATOR ETFS TRUST $56.52万0.06%21,767 13,259155.8% $34.43万 加仓
— INNOVATOR ETFS TRUST $57.02万0.06%20,815 10,11594.5% $27.71万 加仓
COST COSTCO WHOLESALE CORPORATION $57.47万0.06%614 -62-9.2% -$5.80万 减仓
WM WASTE MGMT INC DEL $58.69万0.07%2,633 -112-4.1% -$2.50万 减仓
ANET ARISTA NETWORKS INC $58.93万0.07%3,469 -1,022-22.8% -$17.36万 减仓
MCD MCDONALDS CORP $60.23万0.07%2,228 -222-9.1% -$6.00万 减仓
SLV ISHARES SILVER TR $60.34万0.07%11,285 1,37313.9% $7.34万 加仓
NLR VANECK ETF TRUST $61.89万0.07%5,337 2755.4% $3.19万 加仓
— T ROWE PRICE EXCHANGE-TRADED $62.26万0.07%12,142 12,142— $62.26万 新建仓
MMIT NEW YORK LIFE INVTS ACTIVE E $62.28万0.07%25,577 25,577— $62.28万 新建仓
XHLF BONDBLOXX ETF TRUST $62.37万0.07%12,400 12,400— $62.37万 新建仓
ASML ASML HLDG NV $63.10万0.07%317 -257-44.8% -$51.16万 减仓
— INNOVATOR ETFS TRUST $64.04万0.07%24,646 00.0% — 不变
JAJL INNOVATOR ETFS TRUST $65.46万0.07%21,886 -3,472-13.7% -$10.38万 减仓
ECL ECOLAB INC $65.68万0.07%2,357 60.3% $1,672 加仓
XLK SELECT SECTOR SPDR TR $66.06万0.07%3,467 140.4% $2,668 加仓
— INNOVATOR ETFS TRUST $72.11万0.08%24,450 5,12826.5% $15.12万 加仓
BOTZ GLOBAL X FDS $72.33万0.08%19,065 1,5819.0% $6.00万 加仓
FIW FIRST TR EXCHANGE-TRADED FD $72.88万0.08%6,654 80613.8% $8.83万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $73.03万0.08%1,529 -541-26.1% -$25.84万 减仓
ICLN ISHARES TR $73.09万0.08%35,671 1,4114.1% $2.89万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $73.37万0.08%14,372 4,16440.8% $21.26万 加仓
— INNOVATOR ETFS TRUST $74.77万0.08%28,451 2741.0% $7,200 加仓
ROBT FIRST TR EXCHANGE TRADED FD $75.22万0.08%13,370 9507.6% $5.34万 加仓
META META PLATFORMS INC $76.93万0.09%1,366 996269.2% $56.09万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $77.06万0.09%4,019 -79-1.9% -$1.51万 减仓
SPY STATE STR SPDR S&P 500 ETF T $77.48万0.09%1,038 -38-3.5% -$2.84万 减仓
LRCX LAM RESEARCH CORP $77.85万0.09%1,796 1,796— $77.85万 新建仓
IBB ISHARES TR $79.12万0.09%4,160 39810.6% $7.57万 加仓
— INNOVATOR ETFS TRUST $79.40万0.09%28,915 00.0% — 不变
CL COLGATE PALMOLIVE CO $80.62万0.09%8,794 -121-1.4% -$1.11万 减仓
ETN EATON CORP PLC $85.42万0.10%2,005 42326.7% $18.02万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $88.74万0.10%9,877 3063.2% $2.75万 加仓
PWR QUANTA SVCS INC $89.16万0.10%1,238 -23-1.8% -$1.66万 减仓
IBTJ ISHARES TR $89.72万0.10%41,440 7231.8% $1.57万 加仓
QTUM ETF SER SOLUTIONS $91.00万0.10%5,503 2254.3% $3.72万 加仓
— INNOVATOR ETFS TRUST $94.34万0.11%44,438 00.0% — 不变
PG PROCTER & GAMBLE CO $96.35万0.11%6,570 1682.6% $2.46万 加仓
SFLR INNOVATOR ETFS TRUST $96.99万0.11%25,140 14,345132.9% $55.34万 加仓
— INNOVATOR ETFS TRUST $97.42万0.11%34,800 00.0% — 不变
— INNOVATOR ETFS TRUST $99.69万0.11%35,129 00.0% — 不变
— INNOVATOR ETFS TRUST $100.99万0.11%36,676 00.0% — 不变
IVV ISHARES TR $101.47万0.11%1,355 -6-0.4% -$4,493 减仓
— INNOVATOR ETFS TRUST $101.48万0.11%29,330 00.0% — 不变
HD HOME DEPOT INC $105.10万0.12%2,980 1123.9% $3.95万 加仓
— INNOVATOR ETFS TRUST $106.09万0.12%37,599 9382.6% $2.65万 加仓
V VISA INC $110.32万0.12%3,216 1695.5% $5.80万 加仓
IBM INTERNATIONAL BUSINESS MACHS $110.96万0.13%3,946 -49-1.2% -$1.38万 减仓
GOOGL ALPHABET INC $113.19万0.13%3,167 39714.3% $14.19万 加仓
PATK PATRICK INDS INC $113.43万0.13%12,635 1,52013.7% $13.65万 加仓
UJAN INNOVATOR ETFS TRUST $119.70万0.14%26,406 -3,617-12.0% -$16.40万 减仓
SOXX ISHARES TR $123.26万0.14%1,924 -1,149-37.4% -$73.61万 减仓
GOOG ALPHABET INC $126.38万0.14%3,577 47715.4% $16.85万 加仓
— INNOVATOR ETFS TRUST $128.90万0.15%43,009 -1,053-2.4% -$3.16万 减仓
OSCV ETF SER SOLUTIONS $129.67万0.15%30,734 -1,502-4.7% -$6.34万 减仓
— INNOVATOR ETFS TRUST $133.27万0.15%50,027 1,0132.1% $2.70万 加仓
JNJ JOHNSON & JOHNSON $134.56万0.15%5,298 2515.0% $6.37万 加仓
TSLA TESLA INC $137.92万0.16%3,279 -13-0.4% -$5,468 减仓
ABBV ABBVIE INC $142.68万0.16%5,670 1,05422.8% $26.52万 加仓
VGT VANGUARD WORLD FD $142.85万0.16%11,952 160.1% $1,912 加仓
AVGO BROADCOM INC $146.32万0.17%3,874 2,345153.4% $88.57万 加仓
IBTI ISHARES TR $148.41万0.17%67,035 1,6962.6% $3.75万 加仓
PJAN INNOVATOR ETFS TRUST $158.05万0.18%31,935 -1,916-5.7% -$9.48万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $160.53万0.18%3,208 -6-0.2% -$3,002 减仓
IBTH ISHARES TR $164.10万0.19%73,356 2,5243.6% $5.65万 加仓
NEE NEXTERA ENERGY INC $164.14万0.19%18,701 1,0135.7% $8.89万 加仓
LLY ELI LILLY & CO $165.27万0.19%1,378 870171.3% $104.34万 加仓
— INNOVATOR ETFS TRUST $169.83万0.19%44,688 20,12181.9% $76.46万 加仓
— INNOVATOR ETFS TRUST $172.17万0.19%42,871 -1,490-3.4% -$5.98万 减仓
QQQ INVESCO QQQ TR $173.12万0.20%2,351 -34-1.4% -$2.50万 减仓
AMGN AMGEN INC $175.17万0.20%4,837 -602-11.1% -$21.80万 减仓
PJUL INNOVATOR ETFS TRUST $177.89万0.20%36,446 -8,335-18.6% -$40.68万 减仓
JPM JPMORGAN CHASE & CO $180.68万0.20%5,520 1,92353.5% $62.94万 加仓
IBTG ISHARES TR $182.87万0.21%79,889 9281.2% $2.12万 加仓
— INNOVATOR ETFS TRUST $194.66万0.22%70,501 -2,603-3.6% -$7.19万 减仓
GLD SPDR GOLD TR $209.95万0.24%5,699 -25-0.4% -$9,210 减仓
— INNOVATOR ETFS TRUST $211.22万0.24%69,871 -10,360-12.9% -$31.32万 减仓
AMZN AMAZON COM INC $232.46万0.26%9,753 1,08112.5% $25.77万 加仓
WMT WALMART INC $232.69万0.26%20,545 -1,676-7.5% -$18.98万 减仓
— INNOVATOR ETFS TRUST $252.67万0.29%95,635 -952-1.0% -$2.52万 减仓
— INNOVATOR ETFS TRUST $254.01万0.29%61,459 -25,658-29.5% -$106.05万 减仓
ZALT INNOVATOR ETFS TRUST $268.42万0.30%79,251 42,179113.8% $142.86万 加仓
PJUN INNOVATOR ETFS TRUST $272.99万0.31%63,148 23,08657.6% $99.80万 加仓
MSFT MICROSOFT CORP $273.35万0.31%7,328 1,23220.2% $45.96万 加仓
PFEB INNOVATOR ETFS TRUST $279.85万0.32%64,990 1,1491.8% $4.95万 加仓
PNOV INNOVATOR ETFS TRUST $282.77万0.32%63,759 -2,631-4.0% -$11.67万 减仓
PAUG INNOVATOR ETFS TRUST $316.02万0.36%69,241 -7,946-10.3% -$36.27万 减仓