KFG WEALTH MANAGEMENT, LLC
GRANGER IN · SEC CIK 0001919344
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $24.51万 | 0.03% | 422 | 422 | — | $24.51万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $24.48万 | 0.03% | 633 | -17 | -2.6% | -$6,575 | 重新持有 |
| BMAY | INNOVATOR ETFS TRUST | $24.20万 | 0.03% | 5,112 | 5,112 | — | $24.20万 | 新建仓 |
| GOVT | ISHARES TR | $23.57万 | 0.03% | 10,345 | -75 | -0.7% | -$1,708 | 减仓 |
| IEFA | ISHARES TR | $23.40万 | 0.03% | 2,423 | 114 | 4.9% | $1.10万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $22.73万 | 0.03% | 3,376 | 1 | 0.0% | $67 | 加仓 |
| GEV | GE VERNOVA INC | $22.70万 | 0.03% | 193 | 193 | — | $22.70万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $22.61万 | 0.03% | 14,335 | 420 | 3.0% | $6,623 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.35万 | 0.03% | 5,683 | 68 | 1.2% | $2,674 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.35万 | 0.03% | 5,076 | -198 | -3.8% | -$8,717 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.54万 | 0.02% | 10,730 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $20.92万 | 0.02% | 778 | 778 | — | $20.92万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.89万 | 0.02% | 719 | 24 | 3.5% | $6,974 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.49万 | 0.02% | 4,840 | 395 | 8.9% | $1.67万 | 加仓 |
| INFL | LISTED FDS TR | $20.48万 | 0.02% | 4,105 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $20.39万 | 0.02% | 3,839 | 34 | 0.9% | $1,806 | 加仓 |
| — | ETF SER SOLUTIONS | $20.29万 | 0.02% | 7,495 | 7,495 | — | $20.29万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.24万 | 0.02% | 190 | 190 | — | $20.24万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.18万 | 0.02% | 746 | 746 | — | $20.18万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.13万 | 0.02% | 3,795 | 3,795 | — | $20.13万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $20.10万 | 0.02% | 3,774 | 3,774 | — | $20.10万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $19.62万 | 0.02% | 10,118 | 10,118 | — | $19.62万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $15.91万 | 0.02% | 13,378 | 13,378 | — | $15.91万 | 新建仓 |
| — | DRAGONFLY ENERGY HOLDINGS CO | $5.51万 | 0.01% | 28,097 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $3.16万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -4,999 | -100.0% | -$77.63万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -3,512 | -100.0% | -$73.02万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,184 | -100.0% | -$59.10万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -5,237 | -100.0% | -$54.27万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -391 | -100.0% | -$49.31万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -142 | -100.0% | -$47.96万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -5,051 | -100.0% | -$47.14万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -8,416 | -100.0% | -$44.95万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,201 | -100.0% | -$44.73万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -8,849 | -100.0% | -$44.63万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,648 | -100.0% | -$42.82万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,542 | -100.0% | -$33.29万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -739 | -100.0% | -$31.93万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,159 | -100.0% | -$31.31万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,897 | -100.0% | -$30.82万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,248 | -100.0% | -$27.07万 | 清仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,256 | -100.0% | -$26.16万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,830 | -100.0% | -$24.95万 | 清仓 |