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
— INNOVATOR ETFS TRUST $316.68万0.36%114,908 -93-0.1% -$2,563 减仓
POCT INNOVATOR ETFS TRUST $324.78万0.37%69,980 -3,302-4.5% -$15.32万 减仓
PSEP INNOVATOR ETFS TRUST $325.34万0.37%70,650 -4,366-5.8% -$20.11万 减仓
— INNOVATOR ETFS TRUST $328.04万0.37%79,797 -44,606-35.9% -$183.37万 减仓
VYMI VANGUARD WHITEHALL FDS $339.50万0.38%34,572 4,26114.1% $41.84万 加仓
PMAY INNOVATOR ETFS TRUST $348.21万0.39%84,313 21,85635.0% $90.27万 加仓
SCHD SCHWAB STRATEGIC TR $359.51万0.41%113,374 13,68913.7% $43.41万 加仓
PAPR INNOVATOR ETFS TRUST $362.10万0.41%85,805 14,83220.9% $62.59万 加仓
PDEC INNOVATOR ETFS TRUST $369.89万0.42%80,604 -3,487-4.1% -$16.00万 减仓
— INNOVATOR ETFS TRUST $394.93万0.45%96,867 -5,243-5.1% -$21.38万 减仓
FDVV FIDELITY COVINGTON TRUST $404.72万0.46%67,129 8,15513.8% $49.17万 加仓
UDEC INNOVATOR ETFS TRUST $413.15万0.47%99,124 -2,053-2.0% -$8.56万 减仓
— INNOVATOR ETFS TRUST $413.18万0.47%98,177 -29,161-22.9% -$122.72万 减仓
PMAR INNOVATOR ETFS TRUST $437.14万0.49%91,510 4080.4% $1.95万 加仓
— INNOVATOR ETFS TRUST $446.46万0.50%127,143 -322-0.3% -$1.13万 减仓
BUFB INNOVATOR ETFS TRUST $453.95万0.51%115,479 -331-0.3% -$1.30万 减仓
UJUN INNOVATOR ETFS TRUST $545.07万0.62%141,429 62,04078.1% $239.10万 加仓
BALT INNOVATOR ETFS TRUST $551.70万0.62%160,987 11,8888.0% $40.74万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $580.32万0.66%94,423 11,45813.8% $70.42万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $687.74万0.78%121,768 14,52513.5% $82.04万 加仓
NVDA NVIDIA CORPORATION $714.13万0.81%35,691 10,79143.3% $215.91万 加仓
BUFF INNOVATOR ETFS TRUST $733.05万0.83%139,152 8850.6% $4.66万 加仓
DFEM DIMENSIONAL ETF TRUST $757.86万0.86%186,481 -3,293-1.7% -$13.38万 减仓
AAPL APPLE INC $817.95万0.92%28,267 3,45213.9% $99.89万 加仓
UMAR INNOVATOR ETFS TRUST $826.14万0.93%195,559 3,2241.7% $13.62万 加仓
— INNOVATOR ETFS TRUST $913.39万1.03%248,305 -3,704-1.5% -$13.63万 减仓
DFIP DIMENSIONAL ETF TRUST $1,092.86万1.23%264,903 9,8583.9% $40.67万 加仓
DFIC DIMENSIONAL ETF TRUST $1,260.20万1.42%338,219 2,6570.8% $9.90万 加仓
FRDM EA SERIES TRUST $1,420.51万1.60%194,857 6,3963.4% $46.63万 加仓
SPEM SPDR INDEX SHS FDS $1,591.79万1.80%307,414 17,6716.1% $91.50万 加仓
— ETF SER SOLUTIONS $1,640.61万1.85%610,360 6,6471.1% $17.87万 加仓
UFEB INNOVATOR ETFS TRUST $1,667.58万1.88%431,456 52,66513.9% $203.55万 加仓
— ETF SER SOLUTIONS $1,705.06万1.92%626,631 12,2512.0% $33.33万 加仓
— ETF SER SOLUTIONS $1,870.41万2.11%686,892 16,2032.4% $44.12万 加仓
— ETF SER SOLUTIONS $2,098.55万2.37%760,896 5,7380.8% $15.83万 加仓
FESM FIDELITY COVINGTON TRUST $2,182.51万2.46%451,959 22,3435.2% $107.89万 加仓
— DIMENSIONAL ETF TRUST $3,344.50万3.78%407,966 -1,373-0.3% -$11.26万 减仓
FBND FIDELITY MERRIMACK STR TR $3,702.80万4.18%813,982 29,4963.8% $134.18万 加仓
FMDE FIDELITY COVINGTON TRUST $3,846.15万4.34%947,794 53,1765.9% $215.79万 加仓
DRSK ETF SER SOLUTIONS $5,719.27万6.46%1,989,312 94,4045.0% $271.41万 加仓
FENI FIDELITY COVINGTON TRUST $6,049.66万6.83%1,507,517 100,0577.1% $401.53万 加仓
ACIO ETF SER SOLUTIONS $7,592.29万8.57%1,645,489 63,0984.0% $291.13万 加仓
FELC FIDELITY COVINGTON TRUST $1.46亿16.49%3,484,948 180,8945.5% $758.13万 加仓