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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $23.20万 | 0.03% | 956 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.76万 | 0.03% | 2,933 | -356 | -10.8% | -$2.76万 | 减仓 |
| GE | GE AEROSPACE | $22.71万 | 0.03% | 800 | -105 | -11.6% | -$2.98万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $22.34万 | 0.03% | 1,706 | 27 | 1.6% | $3,535 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.32万 | 0.03% | 4,445 | 4,445 | — | $22.32万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.79万 | 0.03% | 8,508 | -910 | -9.7% | -$2.33万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $21.54万 | 0.03% | 5,274 | -162,825 | -96.9% | -$664.87万 | 减仓 |
| INFL | LISTED FDS TR | $21.37万 | 0.03% | 4,105 | 4,105 | — | $21.37万 | 新建仓 |
| META | META PLATFORMS INC | $21.18万 | 0.03% | 370 | 51 | 16.0% | $2.92万 | 加仓 |
| DAL | DELTA AIR LINES INC | $21.12万 | 0.03% | 3,177 | 2 | 0.1% | $133 | 加仓 |
| IEFA | ISHARES TR | $20.90万 | 0.03% | 2,309 | -79 | -3.3% | -$7,151 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $20.55万 | 0.03% | 13,915 | 13,915 | — | $20.55万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.39万 | 0.03% | 10,730 | -263 | -2.4% | -$4,997 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.22万 | 0.03% | 5,615 | -54 | -1.0% | -$1,944 | 减仓 |
| — | DRAGONFLY ENERGY HOLDINGS CO | $4.89万 | 0.01% | 28,097 | 7,186 | 34.4% | $1.25万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $2.74万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -6,089 | -100.0% | -$46.84万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -4,512 | -100.0% | -$44.44万 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -4,963 | -100.0% | -$34.61万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -816 | -100.0% | -$26.46万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -8,423 | -100.0% | -$26.08万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,891 | -100.0% | -$21.37万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,189 | -100.0% | -$21.13万 | 清仓 |