Kaydan Wealth Management, Inc.
FENTON MI · SEC CIK 0001964532
$2.99亿2026Q1 申报市值
109持仓数
63.2%前十大占比 · 第一大 10.9%
5 / 2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
SH 新建仓+$1,470.63万
IJH 加仓+$26.83万
ETN 新建仓+$25.97万
COP 新建仓+$25.24万
FTSM 加仓+$24.23万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$2,235.93万
VEA 减仓-$1,465.48万
ITOT 减仓-$1,410.22万
IEF 减仓-$725.19万
GM 减仓-$62.54万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $416.94万 | 1.39% | 6,383 | 159 | 2.6% | $10.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $418.83万 | 1.40% | 19,475 | 32 | 0.2% | $6,882 | 加仓 |
| IWM | ISHARES TR | $420.94万 | 1.41% | 16,973 | 535 | 3.3% | $13.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $517.45万 | 1.73% | 16,130 | -254 | -1.6% | -$8.15万 | 减仓 |
| IEFA | ISHARES TR | $528.93万 | 1.77% | 58,426 | 2,585 | 4.6% | $23.40万 | 加仓 |
| OEF | ISHARES TR | $593.50万 | 1.98% | 18,659 | 742 | 4.1% | $23.60万 | 加仓 |
| IJH | ISHARES TR | $644.49万 | 2.16% | 95,438 | 3,973 | 4.3% | $26.83万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $820.29万 | 2.74% | 88,824 | -427 | -0.5% | -$3.94万 | 减仓 |
| TLT | ISHARES TR | $1,286.31万 | 4.30% | 148,381 | -453 | -0.3% | -$3.93万 | 减仓 |
| ITOT | ISHARES TR | $1,469.09万 | 4.91% | 103,145 | -99,012 | -49.0% | -$1,410.22万 | 减仓 |
| SH | PROSHARES TR | $1,470.63万 | 4.92% | 387,723 | 387,723 | — | $1,470.63万 | 新建仓 |
| IAU | ISHARES GOLD TR | $1,569.03万 | 5.25% | 177,975 | -253,622 | -58.8% | -$2,235.93万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,839.89万 | 6.15% | 95,868 | 183 | 0.2% | $3.51万 | 加仓 |
| IEF | ISHARES TR | $1,850.02万 | 6.19% | 193,841 | -75,984 | -28.2% | -$725.19万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,508.05万 | 8.39% | 419,546 | 4,053 | 1.0% | $24.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,841.52万 | 9.50% | 443,433 | -228,696 | -34.0% | -$1,465.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,257.11万 | 10.89% | 166,010 | -326 | -0.2% | -$6.40万 | 减仓 |