Kaydan Wealth Management, Inc.
FENTON MI · SEC CIK 0001964532
$3.28亿2026Q2 申报市值
115持仓数
61.5%前十大占比 · 第一大 11.3%
3 / 3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
IWM 加仓+$1,605.99万
EEM 新建仓+$1,590.70万
VTI 加仓+$757.50万
VTV 加仓+$101.10万
RSP 加仓+$30.96万
2026Q2 卖出最多 按季末市值估算
SH 清仓-$1,470.63万
IAU 减仓-$1,306.32万
TLT 减仓-$741.83万
IEF 减仓-$705.29万
SYK 减仓-$50.50万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $460.79万 | 1.40% | 53,493 | 297 | 0.6% | $2.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $465.10万 | 1.42% | 19,656 | 181 | 0.9% | $4.28万 | 加仓 |
| IVV | ISHARES TR | $488.50万 | 1.49% | 6,523 | 140 | 2.2% | $10.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $490.22万 | 1.49% | 6,657 | 7 | 0.1% | $5,155 | 重新持有 |
| TLT | ISHARES TR | $540.48万 | 1.65% | 62,541 | -85,840 | -57.9% | -$741.83万 | 减仓 |
| IEFA | ISHARES TR | $575.52万 | 1.75% | 59,590 | 1,164 | 2.0% | $11.24万 | 加仓 |
| OEF | ISHARES TR | $693.86万 | 2.11% | 18,965 | 306 | 1.6% | $11.20万 | 加仓 |
| IJH | ISHARES TR | $753.06万 | 2.29% | 97,660 | 2,222 | 2.3% | $17.13万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $838.38万 | 2.55% | 86,611 | -2,213 | -2.5% | -$21.42万 | 减仓 |
| IEF | ISHARES TR | $1,127.86万 | 3.44% | 119,262 | -74,579 | -38.5% | -$705.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,354.37万 | 4.13% | 36,601 | 20,471 | 126.9% | $757.50万 | 加仓 |
| EEM | ISHARES TR | $1,590.70万 | 4.85% | 232,524 | 232,524 | — | $1,590.70万 | 新建仓 |
| ITOT | ISHARES TR | $1,718.95万 | 5.24% | 104,642 | 1,497 | 1.5% | $24.59万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,070.75万 | 6.31% | 97,323 | 1,455 | 1.5% | $30.96万 | 加仓 |
| IWM | ISHARES TR | $2,115.94万 | 6.45% | 70,426 | 53,453 | 314.9% | $1,605.99万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,463.19万 | 7.51% | 412,387 | -7,159 | -1.7% | -$42.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,182.88万 | 9.70% | 446,720 | 3,287 | 0.7% | $23.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,718.95万 | 11.33% | 170,649 | 4,639 | 2.8% | $101.10万 | 加仓 |