KFG WEALTH MANAGEMENT, LLC
GRANGER IN · SEC CIK 0001919344
$7.74亿2026Q1 申报市值
216持仓数
56.9%前十大占比 · 第一大 15.5%
11 / 7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
FELC 加仓+$2,152.22万
FESM 新建仓+$1,632.54万
FRDM 新建仓+$1,029.94万
FMDE 加仓+$954.45万
ETF SER SOLUTION 加仓+$596.94万
2026Q1 卖出最多 按季末市值估算
OSCV 减仓-$2,022.58万
SPEM 减仓-$1,279.89万
INNOVATOR ETFS T 减仓-$924.04万
ACIO 减仓-$882.07万
XLRE 减仓-$664.87万
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $501.00万 | 0.65% | 127,338 | -4,106 | -3.1% | -$16.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $607.85万 | 0.79% | 107,243 | 17,558 | 19.6% | $99.52万 | 加仓 |
| AAPL | APPLE INC | $629.78万 | 0.81% | 24,815 | -332 | -1.3% | -$8.43万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $655.67万 | 0.85% | 189,774 | 3,529 | 1.9% | $12.19万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $683.18万 | 0.88% | 138,267 | 1,055 | 0.8% | $5.21万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $764.34万 | 0.99% | 192,335 | 63,541 | 49.3% | $252.51万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $868.67万 | 1.12% | 252,009 | -268,072 | -51.5% | -$924.04万 | 减仓 |
| FRDM | EA SERIES TRUST | $1,029.94万 | 1.33% | 188,461 | 188,461 | — | $1,029.94万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,064.05万 | 1.38% | 255,045 | 23,344 | 10.1% | $97.39万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,192.25万 | 1.54% | 335,562 | 24,061 | 7.7% | $85.49万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,359.18万 | 1.76% | 289,743 | -272,840 | -48.5% | -$1,279.89万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $1,375.01万 | 1.78% | 378,791 | 9,623 | 2.6% | $34.93万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,523.61万 | 1.97% | 603,713 | 142,352 | 30.9% | $359.26万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,539.64万 | 1.99% | 614,380 | 108,788 | 21.5% | $272.62万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $1,632.54万 | 2.11% | 429,616 | 429,616 | — | $1,632.54万 | 新建仓 |
| — | ETF SER SOLUTIONS | $1,683.23万 | 2.18% | 670,689 | 237,851 | 55.0% | $596.94万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,895.65万 | 2.45% | 755,158 | 115,566 | 18.1% | $290.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,950.51万 | 3.81% | 409,339 | 69,972 | 20.6% | $504.36万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $3,217.05万 | 4.16% | 894,618 | 265,420 | 42.2% | $954.45万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,578.82万 | 4.63% | 784,486 | 66,233 | 9.2% | $302.15万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $5,178.78万 | 6.69% | 1,894,908 | 179,989 | 10.5% | $491.91万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $5,235.75万 | 6.77% | 1,407,460 | 146,713 | 11.6% | $545.77万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $6,639.71万 | 8.58% | 1,582,391 | -210,216 | -11.7% | -$882.07万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.20亿 | 15.49% | 3,304,054 | 593,389 | 21.9% | $2,152.22万 | 加仓 |