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 |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | $1.46亿 | 16.49% | 3,484,948 | 180,894 | 5.5% | $758.13万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $7,592.29万 | 8.57% | 1,645,489 | 63,098 | 4.0% | $291.13万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,049.66万 | 6.83% | 1,507,517 | 100,057 | 7.1% | $401.53万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $5,719.27万 | 6.46% | 1,989,312 | 94,404 | 5.0% | $271.41万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $3,846.15万 | 4.34% | 947,794 | 53,176 | 5.9% | $215.79万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,702.80万 | 4.18% | 813,982 | 29,496 | 3.8% | $134.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,344.50万 | 3.78% | 407,966 | -1,373 | -0.3% | -$11.26万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $2,182.51万 | 2.46% | 451,959 | 22,343 | 5.2% | $107.89万 | 加仓 |
| — | ETF SER SOLUTIONS | $2,098.55万 | 2.37% | 760,896 | 5,738 | 0.8% | $15.83万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,870.41万 | 2.11% | 686,892 | 16,203 | 2.4% | $44.12万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,705.06万 | 1.92% | 626,631 | 12,251 | 2.0% | $33.33万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $1,667.58万 | 1.88% | 431,456 | 52,665 | 13.9% | $203.55万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,640.61万 | 1.85% | 610,360 | 6,647 | 1.1% | $17.87万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,591.79万 | 1.80% | 307,414 | 17,671 | 6.1% | $91.50万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,420.51万 | 1.60% | 194,857 | 6,396 | 3.4% | $46.63万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,260.20万 | 1.42% | 338,219 | 2,657 | 0.8% | $9.90万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $1,092.86万 | 1.23% | 264,903 | 9,858 | 3.9% | $40.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $913.39万 | 1.03% | 248,305 | -3,704 | -1.5% | -$13.63万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $826.14万 | 0.93% | 195,559 | 3,224 | 1.7% | $13.62万 | 加仓 |
| AAPL | APPLE INC | $817.95万 | 0.92% | 28,267 | 3,452 | 13.9% | $99.89万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $757.86万 | 0.86% | 186,481 | -3,293 | -1.7% | -$13.38万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $733.05万 | 0.83% | 139,152 | 885 | 0.6% | $4.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $714.13万 | 0.81% | 35,691 | 10,791 | 43.3% | $215.91万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $687.74万 | 0.78% | 121,768 | 14,525 | 13.5% | $82.04万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $580.32万 | 0.66% | 94,423 | 11,458 | 13.8% | $70.42万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $551.70万 | 0.62% | 160,987 | 11,888 | 8.0% | $40.74万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $545.07万 | 0.62% | 141,429 | 62,040 | 78.1% | $239.10万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $453.95万 | 0.51% | 115,479 | -331 | -0.3% | -$1.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $446.46万 | 0.50% | 127,143 | -322 | -0.3% | -$1.13万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $437.14万 | 0.49% | 91,510 | 408 | 0.4% | $1.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $413.18万 | 0.47% | 98,177 | -29,161 | -22.9% | -$122.72万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $413.15万 | 0.47% | 99,124 | -2,053 | -2.0% | -$8.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $404.72万 | 0.46% | 67,129 | 8,155 | 13.8% | $49.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $394.93万 | 0.45% | 96,867 | -5,243 | -5.1% | -$21.38万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $369.89万 | 0.42% | 80,604 | -3,487 | -4.1% | -$16.00万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $362.10万 | 0.41% | 85,805 | 14,832 | 20.9% | $62.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $359.51万 | 0.41% | 113,374 | 13,689 | 13.7% | $43.41万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $348.21万 | 0.39% | 84,313 | 21,856 | 35.0% | $90.27万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $339.50万 | 0.38% | 34,572 | 4,261 | 14.1% | $41.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $328.04万 | 0.37% | 79,797 | -44,606 | -35.9% | -$183.37万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $325.34万 | 0.37% | 70,650 | -4,366 | -5.8% | -$20.11万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $324.78万 | 0.37% | 69,980 | -3,302 | -4.5% | -$15.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $316.68万 | 0.36% | 114,908 | -93 | -0.1% | -$2,563 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $316.02万 | 0.36% | 69,241 | -7,946 | -10.3% | -$36.27万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $282.77万 | 0.32% | 63,759 | -2,631 | -4.0% | -$11.67万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $279.85万 | 0.32% | 64,990 | 1,149 | 1.8% | $4.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $273.35万 | 0.31% | 7,328 | 1,232 | 20.2% | $45.96万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $272.99万 | 0.31% | 63,148 | 23,086 | 57.6% | $99.80万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $268.42万 | 0.30% | 79,251 | 42,179 | 113.8% | $142.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $254.01万 | 0.29% | 61,459 | -25,658 | -29.5% | -$106.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $252.67万 | 0.29% | 95,635 | -952 | -1.0% | -$2.52万 | 减仓 |
| WMT | WALMART INC | $232.69万 | 0.26% | 20,545 | -1,676 | -7.5% | -$18.98万 | 减仓 |
| AMZN | AMAZON COM INC | $232.46万 | 0.26% | 9,753 | 1,081 | 12.5% | $25.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $211.22万 | 0.24% | 69,871 | -10,360 | -12.9% | -$31.32万 | 减仓 |
| GLD | SPDR GOLD TR | $209.95万 | 0.24% | 5,699 | -25 | -0.4% | -$9,210 | 减仓 |
| — | INNOVATOR ETFS TRUST | $194.66万 | 0.22% | 70,501 | -2,603 | -3.6% | -$7.19万 | 减仓 |
| IBTG | ISHARES TR | $182.87万 | 0.21% | 79,889 | 928 | 1.2% | $2.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $180.68万 | 0.20% | 5,520 | 1,923 | 53.5% | $62.94万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $177.89万 | 0.20% | 36,446 | -8,335 | -18.6% | -$40.68万 | 减仓 |
| AMGN | AMGEN INC | $175.17万 | 0.20% | 4,837 | -602 | -11.1% | -$21.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $173.12万 | 0.20% | 2,351 | -34 | -1.4% | -$2.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $172.17万 | 0.19% | 42,871 | -1,490 | -3.4% | -$5.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $169.83万 | 0.19% | 44,688 | 20,121 | 81.9% | $76.46万 | 加仓 |
| LLY | ELI LILLY & CO | $165.27万 | 0.19% | 1,378 | 870 | 171.3% | $104.34万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $164.14万 | 0.19% | 18,701 | 1,013 | 5.7% | $8.89万 | 加仓 |
| IBTH | ISHARES TR | $164.10万 | 0.19% | 73,356 | 2,524 | 3.6% | $5.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.53万 | 0.18% | 3,208 | -6 | -0.2% | -$3,002 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $158.05万 | 0.18% | 31,935 | -1,916 | -5.7% | -$9.48万 | 减仓 |
| IBTI | ISHARES TR | $148.41万 | 0.17% | 67,035 | 1,696 | 2.6% | $3.75万 | 加仓 |
| AVGO | BROADCOM INC | $146.32万 | 0.17% | 3,874 | 2,345 | 153.4% | $88.57万 | 加仓 |
| VGT | VANGUARD WORLD FD | $142.85万 | 0.16% | 11,952 | 16 | 0.1% | $1,912 | 加仓 |
| ABBV | ABBVIE INC | $142.68万 | 0.16% | 5,670 | 1,054 | 22.8% | $26.52万 | 加仓 |
| TSLA | TESLA INC | $137.92万 | 0.16% | 3,279 | -13 | -0.4% | -$5,468 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $134.56万 | 0.15% | 5,298 | 251 | 5.0% | $6.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $133.27万 | 0.15% | 50,027 | 1,013 | 2.1% | $2.70万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $129.67万 | 0.15% | 30,734 | -1,502 | -4.7% | -$6.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $128.90万 | 0.15% | 43,009 | -1,053 | -2.4% | -$3.16万 | 减仓 |
| GOOG | ALPHABET INC | $126.38万 | 0.14% | 3,577 | 477 | 15.4% | $16.85万 | 加仓 |
| SOXX | ISHARES TR | $123.26万 | 0.14% | 1,924 | -1,149 | -37.4% | -$73.61万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $119.70万 | 0.14% | 26,406 | -3,617 | -12.0% | -$16.40万 | 减仓 |
| PATK | PATRICK INDS INC | $113.43万 | 0.13% | 12,635 | 1,520 | 13.7% | $13.65万 | 加仓 |
| GOOGL | ALPHABET INC | $113.19万 | 0.13% | 3,167 | 397 | 14.3% | $14.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $110.96万 | 0.13% | 3,946 | -49 | -1.2% | -$1.38万 | 减仓 |
| V | VISA INC | $110.32万 | 0.12% | 3,216 | 169 | 5.5% | $5.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.09万 | 0.12% | 37,599 | 938 | 2.6% | $2.65万 | 加仓 |
| HD | HOME DEPOT INC | $105.10万 | 0.12% | 2,980 | 112 | 3.9% | $3.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $101.48万 | 0.11% | 29,330 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $101.47万 | 0.11% | 1,355 | -6 | -0.4% | -$4,493 | 减仓 |
| — | INNOVATOR ETFS TRUST | $100.99万 | 0.11% | 36,676 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $99.69万 | 0.11% | 35,129 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $97.42万 | 0.11% | 34,800 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $96.99万 | 0.11% | 25,140 | 14,345 | 132.9% | $55.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.35万 | 0.11% | 6,570 | 168 | 2.6% | $2.46万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.34万 | 0.11% | 44,438 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $91.00万 | 0.10% | 5,503 | 225 | 4.3% | $3.72万 | 加仓 |
| IBTJ | ISHARES TR | $89.72万 | 0.10% | 41,440 | 723 | 1.8% | $1.57万 | 加仓 |
| PWR | QUANTA SVCS INC | $89.16万 | 0.10% | 1,238 | -23 | -1.8% | -$1.66万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $88.74万 | 0.10% | 9,877 | 306 | 3.2% | $2.75万 | 加仓 |
| ETN | EATON CORP PLC | $85.42万 | 0.10% | 2,005 | 423 | 26.7% | $18.02万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $80.62万 | 0.09% | 8,794 | -121 | -1.4% | -$1.11万 | 减仓 |