13F 机构持仓

Kaydan Wealth Management, Inc.

FENTON MI · SEC CIK 0001964532

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.28亿2026Q2
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

VTV 11.3%
VEA 9.7%
FTSM 7.5%
IWM 6.4%
RSP 6.3%
ITOT 5.2%
EEM 4.8%
VTI 4.1%
IEF 3.4%
FTA 2.6%

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
VTV VANGUARD INDEX FDS $3,718.95万11.33%170,649 4,6392.8% $101.10万 加仓
VEA VANGUARD TAX-MANAGED FDS $3,182.88万9.70%446,720 3,2870.7% $23.42万 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
IWM ISHARES TR $2,115.94万6.45%70,426 53,453314.9% $1,605.99万 加仓
RSP INVESCO EXCHANGE TRADED FD T $2,070.75万6.31%97,323 1,4551.5% $30.96万 加仓
ITOT ISHARES TR $1,718.95万5.24%104,642 1,4971.5% $24.59万 加仓
EEM ISHARES TR $1,590.70万4.85%232,524 232,524— $1,590.70万 新建仓
VTI VANGUARD INDEX FDS $1,354.37万4.13%36,601 20,471126.9% $757.50万 加仓
IEF ISHARES TR $1,127.86万3.44%119,262 -74,579-38.5% -$705.29万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $838.38万2.55%86,611 -2,213-2.5% -$21.42万 减仓
IJH ISHARES TR $753.06万2.29%97,660 2,2222.3% $17.13万 加仓
OEF ISHARES TR $693.86万2.11%18,965 3061.6% $11.20万 加仓
IEFA ISHARES TR $575.52万1.75%59,590 1,1642.0% $11.24万 加仓
TLT ISHARES TR $540.48万1.65%62,541 -85,840-57.9% -$741.83万 减仓
QQQ INVESCO QQQ TR $490.22万1.49%6,657 70.1% $5,155 重新持有
IVV ISHARES TR $488.50万1.49%6,523 1402.2% $10.48万 加仓
VIG VANGUARD SPECIALIZED FUNDS $465.10万1.42%19,656 1810.9% $4.28万 加仓
VUG VANGUARD INDEX FDS $460.79万1.40%53,493 2970.6% $2.56万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $418.67万1.28%86,897 8551.0% $4.12万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $343.76万1.05%29,923 -50-0.2% -$5,744 减仓
RJF RAYMOND JAMES FINL INC $321.92万0.98%21,175 00.0% — 不变
AAPL APPLE INC $304.16万0.93%10,511 950.9% $2.75万 加仓
IVW ISHARES TR $287.34万0.88%20,893 4352.1% $5.98万 加仓
DVY ISHARES TR $253.67万0.77%16,230 330.2% $5,158 加仓
MSFT MICROSOFT CORP $192.49万0.59%5,160 -284-5.2% -$10.59万 减仓
IYW ISHARES TR $181.23万0.55%7,185 00.0% — 不变
FNX FIRST TR EXCHANGE-TRADED ALP $177.21万0.54%12,109 1181.0% $1.73万 加仓
CAT CATERPILLAR INC $175.71万0.54%1,650 70.4% $7,454 加仓
IYY ISHARES TR $169.03万0.52%9,273 00.0% — 不变
XLK SELECT SECTOR SPDR TR $163.56万0.50%8,585 -117-1.3% -$2.23万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $162.75万0.50%20,078 4662.4% $3.78万 加仓
VXUS VANGUARD STAR FDS $157.13万0.48%18,380 2,12013.0% $18.12万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $147.87万0.45%10,572 -57-0.5% -$7,973 减仓
USMV ISHARES TR $140.32万0.43%14,547 -882-5.7% -$8.51万 减仓
JPM JPMORGAN CHASE & CO $136.20万0.42%4,161 -32-0.8% -$1.05万 减仓
SYK STRYKER CORPORATION $128.30万0.39%4,075 -1,604-28.2% -$50.50万 减仓
GM GENERAL MTRS CO $127.44万0.39%16,534 -341-2.0% -$2.63万 减仓
OSK OSHKOSH CORP $122.60万0.37%7,988 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $116.19万0.35%21,505 00.0% — 不变
DON WISDOMTREE TR $113.29万0.35%20,045 4582.3% $2.59万 加仓
DE DEERE & CO $112.78万0.34%1,778 00.0% — 不变
DBAW DBX ETF TR $111.46万0.34%22,991 -426-1.8% -$2.07万 减仓
IEMG ISHARES INC $103.30万0.31%12,470 1921.6% $1.59万 加仓
QDEF FLEXSHARES TR $102.92万0.31%11,827 2992.6% $2.60万 加仓
IWF ISHARES TR $102.42万0.31%8,248 -4-0.0% -$497 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $102.35万0.31%10,898 4574.4% $4.29万 重新持有
MOAT VANECK ETF TRUST $91.57万0.28%8,808 00.0% — 不变
LRGF ISHARES TR $91.23万0.28%12,063 400.3% $3,025 加仓
GOOG ALPHABET INC $86.95万0.26%2,461 -105-4.1% -$3.71万 减仓
JNJ JOHNSON & JOHNSON $83.64万0.25%3,293 1103.5% $2.79万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $83.63万0.25%1,189 -31-2.5% -$2.18万 减仓
DLN WISDOMTREE TR $82.76万0.25%8,592 630.7% $6,068 加仓
SDVY FIRST TR EXCHANGE TRADED FD $82.03万0.25%19,014 1,6239.3% $7.00万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $80.22万0.24%12,437 2041.7% $1.32万 加仓
— BNY MELLON ETF TRUST II $75.33万0.23%20,193 00.0% — 不变
SDY SPDR SERIES TRUST $74.63万0.23%4,904 -99-2.0% -$1.51万 减仓
WMT WALMART INC $74.40万0.23%6,569 -207-3.1% -$2.34万 减仓
VIGI VANGUARD WHITEHALL FDS $70.94万0.22%7,597 4786.7% $4.46万 加仓
FTNT FORTINET INC $70.93万0.22%4,617 -1,621-26.0% -$24.90万 重新持有
— EXXON MOBIL CORP $65.04万0.20%4,757 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $61.85万0.19%1,184 00.0% — 不变
XLF SELECT SECTOR SPDR TR $61.36万0.19%11,445 2171.9% $1.16万 加仓
CSCO CISCO SYS INC $61.34万0.19%5,222 00.0% — 不变
ORCL ORACLE CORP $60.23万0.18%4,110 -13-0.3% -$1,905 减仓
AMGN AMGEN INC $58.52万0.18%1,616 00.0% — 不变
XLV SELECT SECTOR SPDR TR $56.31万0.17%3,549 32710.1% $5.19万 加仓
CSX CSX CORP $53.94万0.16%11,349 00.0% — 不变
KO COCA COLA CO $53.70万0.16%6,608 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $53.55万0.16%7,057 -126-1.8% -$9,561 减仓
IMCB ISHARES TR $52.07万0.16%5,392 00.0% — 不变
F FORD MTR CO $51.12万0.16%36,775 1,3533.8% $1.88万 加仓
GE GE AEROSPACE $50.86万0.16%1,361 -223-14.1% -$8.33万 减仓
IMCG ISHARES TR $48.66万0.15%4,950 00.0% — 不变
IJR ISHARES TR $47.38万0.14%3,195 160.5% $2,373 加仓
HD HOME DEPOT INC $46.98万0.14%1,332 -19-1.4% -$6,702 减仓
TXN TEXAS INSTRS INC $46.17万0.14%1,549 291.9% $8,644 加仓
DTE DTE ENERGY CO $42.62万0.13%2,797 00.0% — 不变
NVDA NVIDIA CORPORATION $41.68万0.13%2,083 -236-10.2% -$4.72万 减仓
CMI CUMMINS INC $40.94万0.12%574 00.0% — 不变
T AT&T INC $39.92万0.12%19,283 680.4% $1,408 加仓
GEV GE VERNOVA INC $39.83万0.12%339 -56-14.2% -$6.58万 减仓
EFA ISHARES TR $38.07万0.12%3,665 -113-3.0% -$1.17万 减仓
MRK MERCK & CO INC $37.59万0.11%2,925 00.0% — 不变
IAU ISHARES GOLD TR $37.57万0.11%4,976 -172,999-97.2% -$1,306.32万 减仓
RTX RTX CORPORATION $36.56万0.11%1,927 00.0% — 重新持有
GOOGL ALPHABET INC $36.09万0.11%1,010 60.6% $2,144 加仓
PG PROCTER & GAMBLE CO $35.31万0.11%2,408 34316.6% $5.03万 加仓
LMT LOCKHEED MARTIN CORP $34.90万0.11%685 263.9% $1.32万 加仓
MA MASTERCARD INCORPORATED $34.82万0.11%678 -9-1.3% -$4,622 减仓
AMZN AMAZON COM INC $34.75万0.11%1,458 -101-6.5% -$2.41万 减仓
SMH VANECK ETF TRUST $32.93万0.10%502 -50-9.1% -$3.28万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $32.68万0.10%653 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $32.31万0.10%4,445 00.0% — 不变
ILCG ISHARES TR $32.18万0.10%2,750 00.0% — 不变
CNI CANADIAN NATL RY CO $30.91万0.09%2,592 00.0% — 不变
AFL AFLAC INC $30.55万0.09%2,606 00.0% — 不变
CTAS CINTAS CORP $30.55万0.09%1,796 00.0% — 不变
ETN EATON CORP PLC $30.30万0.09%711 -15-2.1% -$6,392 减仓
ABBV ABBVIE INC $29.63万0.09%1,177 -85-6.7% -$2.14万 减仓
QQQE DIREXION SHARES ETF TRUST $29.21万0.09%2,394 -4-0.2% -$488 减仓