13F 机构持仓

Kingdom Financial Group LLC.

PEORIA AZ · SEC CIK 0001962236

2026Q22026Q1 更早 9 个季度 🔒
$3.49亿2026Q1 申报市值
833持仓数
65.3%前十大占比 · 第一大 16.5%
192 / 90新建仓 / 清仓
申报市值走势$3.91亿2026Q2
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

CAPITOL SER TR 16.5%
IWY 12.0%
SCNM 9.1%
IWX 7.7%
EFV 4.3%
IWS 4.1%
EFG 3.8%
IEMG 3.2%
VOO 2.6%
VTWO 2.1%

2026Q1 买入最多 按季末市值估算

SCNM 新建仓+$3,177.88万
IWY 加仓+$340.74万
CAPITOL SER TR 加仓+$262.18万
V 加仓+$216.21万
SCHP 加仓+$186.20万

2026Q1 卖出最多 按季末市值估算

MUB 减仓-$1,878.71万
VGSH 减仓-$206.10万
ELEVATION SERIES 减仓-$49.29万
ARTY 减仓-$46.55万
EFV 减仓-$44.28万

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
OKLO OKLO INC $8,0340.00%162 162— $8,034 新建仓
UNFI UNITED NAT FOODS INC $8,0210.00%178 -253-58.7% -$1.14万 减仓
ARM ARM HOLDINGS PLC $8,0180.00%53 00.0% — 不变
BBDC BARINGS BDC INC $7,9010.00%960 00.0% — 不变
ABT ABBOTT LABORATORIES $7,6880.00%75 1525.0% $1,538 加仓
DFIV DIMENSIONAL ETF TRUST $7,6530.00%145 145— $7,653 新建仓
DBMF LITMAN GREGORY FDS TR $7,5380.00%250 00.0% — 不变
ADBE ADOBE INC $7,5350.00%31 -3-8.8% -$729 减仓
ETN EATON CORP PLC $7,5160.00%21 21— $7,516 新建仓
SKYY FIRST TR EXCHANGE-TRADED FD $7,5020.00%69 00.0% — 不变
ACN ACCENTURE PLC IRELAND $7,4280.00%37 619.4% $1,205 加仓
ORI OLD REP INTL CORP $7,3200.00%183 183— $7,320 新建仓
BMO BANK MONTREAL MEDIUM $7,3080.00%54 54— $7,308 新建仓
SYK STRYKER CORPORATION $7,2290.00%22 422.2% $1,314 加仓
ZTS ZOETIS INC $7,1750.00%61 -267-81.4% -$3.14万 减仓
BHP BHP BILLITON LIMITED $7,0560.00%97 97— $7,056 新建仓
COR CENCORA INC $6,9200.00%22 22— $6,920 新建仓
CTA SIMPLIFY EXCHANGE TRADED FUN $6,9200.00%229 229— $6,920 新建仓
— INNOVATOR ETFS TRUST $6,8960.00%259 259— $6,896 新建仓
GWX SPDR INDEX SHS FDS $6,8220.00%162 00.0% — 不变
ING ING GROEP N.V. $6,6950.00%257 257— $6,695 新建仓
KORP AMERICAN CENTY ETF TR $6,6900.00%144 21.4% $93 加仓
IGM ISHARES TR $6,6370.00%56 56— $6,637 新建仓
IBM INTERNATIONAL BUSINESS MACHS $6,5980.00%27 27— $6,598 新建仓
SEPU AIM ETF PRODUCTS TRUST $6,5520.00%234 234— $6,552 新建仓
RAMP LIVERAMP HLDGS INC $6,5500.00%247 00.0% — 不变
MAR MARRIOTT INTL INC NEW $6,5410.00%20 20— $6,541 新建仓
OUSA ALPS ETF TR $6,5130.00%117 00.0% — 不变
ALLY ALLY FINL INC $6,5080.00%166 10.6% $39 加仓
TEL TE CONNECTIVITY PLC $6,2710.00%30 00.0% — 不变
— PEAKSTONE REALTY TRUST $6,2040.00%297 -491-62.3% -$1.03万 减仓
CB CHUBB LTD SWITZ $6,1930.00%19 00.0% — 不变
TM TOYOTA MOTOR CORP $6,1830.00%30 30— $6,183 新建仓
— AIM ETF PRODUCTS TRUST $6,1670.00%219 -44-16.7% -$1,239 减仓
BBCA J P MORGAN EXCHANGE TRADED F $6,0760.00%65 11.6% $93 加仓
— AIM ETF PRODUCTS TRUST $6,0730.00%220 -44-16.7% -$1,215 减仓
IGV ISHARES TR $6,0420.00%75 00.0% — 不变
MLI MUELLER INDS INC $5,9980.00%54 54— $5,998 新建仓
URI UNITED RENTALS INC $5,8360.00%8 8— $5,836 新建仓
TRMB TRIMBLE INC $5,8050.00%89 89— $5,805 新建仓
IP INTERNATIONAL PAPER CO $5,7310.00%161 21.3% $71 加仓
CVNA CARVANA CO $5,6590.00%18 00.0% — 不变
HYGV FLEXSHARES TR $5,6480.00%141 141— $5,648 新建仓
JPIN J P MORGAN EXCHANGE TRADED F $5,6280.00%79 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $5,5240.00%34 00.0% — 不变
ENB ENBRIDGE INC $5,5220.00%102 102— $5,522 新建仓
— AIM ETF PRODUCTS TRUST $5,4710.00%157 00.0% — 不变
RAVI FLEXSHARES TR $5,4290.00%72 72— $5,429 新建仓
TMO THERMO FISHER SCIENTIFIC INC $5,4210.00%11 7175.0% $3,450 加仓
PTY PIMCO CORPORATE & INCOME OPP $5,4150.00%449 449— $5,415 新建仓
FLDR FIDELITY MERRIMACK STR TR $5,4050.00%108 98980.0% $4,905 加仓
MMM 3M CO $5,3740.00%37 37— $5,374 新建仓
— OCCIDENTAL PETE CORP $5,3630.00%125 125— $5,363 新建仓
CCL CARNIVAL CORP $5,3070.00%205 10.5% $26 加仓
AVSF AMERICAN CENTY ETF TR $5,2600.00%112 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $5,1760.00%26 630.0% $1,194 加仓
DFAE DIMENSIONAL ETF TRUST $5,0790.00%150 150— $5,079 新建仓
CERY SPDR SERIES TRUST $5,0650.00%144 00.0% — 不变
FLBL FRANKLIN TEMPLETON ETF TR $5,0370.00%219 219— $5,037 新建仓
CDW CDW CORP $4,9620.00%41 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $4,9290.00%207 207— $4,929 新建仓
RBRK RUBRIK INC. $4,8970.00%100 00.0% — 不变
BTI BRITISH AMERN TOB PLC $4,8530.00%83 83— $4,853 新建仓
BJ BJS WHSL CLUB HLDGS INC $4,8230.00%49 -44-47.3% -$4,331 减仓
— ICECURE MEDICAL LTD CAESAREA $4,8160.00%16,000 16,000— $4,816 新建仓
AIZ ASSURANT INC $4,8070.00%22 22— $4,807 新建仓
EW EDWARDS LIFESCIENCES CORP $4,8050.00%60 00.0% — 不变
JAAA JANUS DETROIT STR TR $4,7850.00%95 -648-87.2% -$3.26万 减仓
O REALTY INCOME CORP $4,7310.00%77 11.3% $61 加仓
— HOLOGIC INC $4,6870.00%62 62— $4,687 新建仓
AVEM AMERICAN CENTY ETF TR $4,6740.00%58 58— $4,674 新建仓
AMT AMERICAN TOWER CORP $4,6600.00%27 1392.9% $2,244 加仓
— INNOVATOR ETFS TRUST $4,6530.00%167 -304-64.5% -$8,470 减仓
SPMD SPDR SERIES TRUST $4,6430.00%78 -220-73.8% -$1.31万 减仓
IDR IDAHO STRATEGIC RESOURCES $4,6250.00%144 -168-53.8% -$5,396 减仓
EWJ ISHARES INC $4,4710.00%53 00.0% — 不变
LULU LULULEMON ATHLETICA INC $4,4400.00%29 29— $4,440 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $4,4180.00%15 15— $4,418 新建仓
REET ISHARES TR $4,4130.00%175 00.0% — 不变
MDB MONGODB INC $4,4060.00%18 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $4,3750.00%74 11.4% $59 加仓
ROP ROPER TECHNOLOGIES INC $4,3620.00%12 00.0% — 不变
KKR KKR & CO INC $4,3570.00%47 47— $4,357 新建仓
EXE EXPAND ENERGY CORPORATION $4,2240.00%38 -36-48.6% -$4,002 减仓
SYY SYSCO CORP $4,2080.00%59 1637.2% $1,141 加仓
FISR SSGA ACTIVE TR $4,1750.00%162 -1-0.6% -$26 减仓
UNM UNUM GROUP $4,1570.00%57 -69-54.8% -$5,032 减仓
UL UNILEVER PLC $4,1020.00%72 72— $4,102 新建仓
HPQ HP INC $4,0920.00%213 -325-60.4% -$6,244 减仓
PJT PJT PARTNERS INC $4,0520.00%29 00.0% — 不变
EBAY EBAY INC. $4,0160.00%44 1237.5% $1,095 加仓
NXPI NXP SEMICONDUCTORS N V $4,0060.00%20 00.0% — 不变
EAT BRINKER INTL INC $3,9980.00%28 -42-60.0% -$5,997 减仓
EMXC ISHARES INC $3,9640.00%50 00.0% — 不变
BCE BCE INC $3,9250.00%155 10.6% $25 加仓
FDX FEDEX CORP $3,9180.00%11 00.0% — 不变
XPO XPO INC $3,8910.00%20 20— $3,891 新建仓
HEDJ WISDOMTREE TR $3,8700.00%74 00.0% — 不变
KR KROGER CO $3,7730.00%52 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $3,7400.00%200 200— $3,740 新建仓