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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3,257.11万 | 10.89% | 166,010 | -326 | -0.2% | -$6.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,841.52万 | 9.50% | 443,433 | -228,696 | -34.0% | -$1,465.48万 | 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 |
| IEF | ISHARES TR | $1,850.02万 | 6.19% | 193,841 | -75,984 | -28.2% | -$725.19万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,839.89万 | 6.15% | 95,868 | 183 | 0.2% | $3.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,569.03万 | 5.25% | 177,975 | -253,622 | -58.8% | -$2,235.93万 | 减仓 |
| SH | PROSHARES TR | $1,470.63万 | 4.92% | 387,723 | 387,723 | — | $1,470.63万 | 新建仓 |
| ITOT | ISHARES TR | $1,469.09万 | 4.91% | 103,145 | -99,012 | -49.0% | -$1,410.22万 | 减仓 |
| TLT | ISHARES TR | $1,286.31万 | 4.30% | 148,381 | -453 | -0.3% | -$3.93万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $820.29万 | 2.74% | 88,824 | -427 | -0.5% | -$3.94万 | 减仓 |
| IJH | ISHARES TR | $644.49万 | 2.16% | 95,438 | 3,973 | 4.3% | $26.83万 | 加仓 |
| OEF | ISHARES TR | $593.50万 | 1.98% | 18,659 | 742 | 4.1% | $23.60万 | 加仓 |
| IEFA | ISHARES TR | $528.93万 | 1.77% | 58,426 | 2,585 | 4.6% | $23.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $517.45万 | 1.73% | 16,130 | -254 | -1.6% | -$8.15万 | 减仓 |
| IWM | ISHARES TR | $420.94万 | 1.41% | 16,973 | 535 | 3.3% | $13.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $418.83万 | 1.40% | 19,475 | 32 | 0.2% | $6,882 | 加仓 |
| IVV | ISHARES TR | $416.94万 | 1.39% | 6,383 | 159 | 2.6% | $10.39万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $404.66万 | 1.35% | 86,042 | 1,915 | 2.3% | $9.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $387.26万 | 1.30% | 8,866 | 158 | 1.8% | $6.90万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $306.59万 | 1.03% | 21,175 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $280.73万 | 0.94% | 29,973 | -109 | -0.4% | -$1.02万 | 减仓 |
| AAPL | APPLE INC | $264.36万 | 0.88% | 10,416 | 306 | 3.0% | $7.77万 | 加仓 |
| DVY | ISHARES TR | $245.23万 | 0.82% | 16,197 | 228 | 1.4% | $3.45万 | 加仓 |
| IVW | ISHARES TR | $231.40万 | 0.77% | 20,458 | 21 | 0.1% | $2,375 | 加仓 |
| MSFT | MICROSOFT CORP | $201.53万 | 0.67% | 5,444 | 159 | 3.0% | $5.89万 | 加仓 |
| SYK | STRYKER CORPORATION | $186.61万 | 0.62% | 5,679 | 4 | 0.1% | $1,314 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $153.78万 | 0.51% | 11,991 | -177 | -1.5% | -$2.27万 | 减仓 |
| IYY | ISHARES TR | $146.93万 | 0.49% | 9,273 | -12 | -0.1% | -$1,901 | 减仓 |
| USMV | ISHARES TR | $143.09万 | 0.48% | 15,429 | -168 | -1.1% | -$1.56万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $133.91万 | 0.45% | 19,612 | 460 | 2.4% | $3.14万 | 加仓 |
| IYW | ISHARES TR | $130.35万 | 0.44% | 7,185 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $129.60万 | 0.43% | 10,629 | -54 | -0.5% | -$6,584 | 减仓 |
| GM | GENERAL MTRS CO | $125.72万 | 0.42% | 16,875 | -8,395 | -33.2% | -$62.54万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $125.38万 | 0.42% | 16,260 | 1,195 | 7.9% | $9.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $123.34万 | 0.41% | 4,193 | 82 | 2.0% | $2.41万 | 加仓 |
| OSK | OSHKOSH CORP | $117.59万 | 0.39% | 7,988 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $116.40万 | 0.39% | 1,643 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $115.65万 | 0.39% | 8,702 | -109 | -1.2% | -$1.45万 | 减仓 |
| DON | WISDOMTREE TR | $102.91万 | 0.34% | 19,587 | 375 | 2.0% | $1.97万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $102.21万 | 0.34% | 21,505 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $100.15万 | 0.33% | 1,778 | 0 | 0.0% | — | 不变 |
| DBAW | DBX ETF TR | $99.97万 | 0.33% | 23,417 | -411 | -1.7% | -$1.75万 | 减仓 |
| QDEF | FLEXSHARES TR | $92.02万 | 0.31% | 11,528 | 48 | 0.4% | $3,831 | 加仓 |
| IWF | ISHARES TR | $87.97万 | 0.29% | 2,063 | 16 | 0.8% | $6,822 | 加仓 |
| IEMG | ISHARES INC | $85.64万 | 0.29% | 12,278 | 722 | 6.2% | $5.04万 | 加仓 |
| MOAT | VANECK ETF TRUST | $85.17万 | 0.28% | 8,808 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $84.21万 | 0.28% | 6,776 | 56 | 0.8% | $6,960 | 加仓 |
| — | EXXON MOBIL CORP | $80.71万 | 0.27% | 4,757 | 297 | 6.7% | $5.04万 | 加仓 |
| LRGF | ISHARES TR | $79.35万 | 0.27% | 12,023 | -345 | -2.8% | -$2.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $77.81万 | 0.26% | 3,183 | 150 | 4.9% | $3.67万 | 加仓 |
| DLN | WISDOMTREE TR | $76.19万 | 0.25% | 8,529 | 27 | 0.3% | $2,412 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $75.24万 | 0.25% | 1,220 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.61万 | 0.25% | 2,566 | 200 | 8.5% | $5.74万 | 加仓 |
| SDY | SPDR SERIES TRUST | $73.01万 | 0.24% | 5,003 | 207 | 4.3% | $3.02万 | 加仓 |
| — | BNY MELLON ETF TRUST II | $68.60万 | 0.23% | 20,193 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $68.57万 | 0.23% | 17,391 | 2,720 | 18.5% | $10.72万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $62.97万 | 0.21% | 7,119 | 1,460 | 25.8% | $12.92万 | 加仓 |
| ORCL | ORACLE CORP | $60.65万 | 0.20% | 4,123 | 27 | 0.7% | $3,972 | 加仓 |
| AMGN | AMGEN INC | $56.86万 | 0.19% | 1,616 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $55.70万 | 0.19% | 19,215 | 1,185 | 6.6% | $3.44万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $55.43万 | 0.19% | 11,228 | 469 | 4.4% | $2.32万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $55.37万 | 0.19% | 12,233 | -995 | -7.5% | -$4.50万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $54.84万 | 0.18% | 1,184 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $50.25万 | 0.17% | 6,608 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $47.24万 | 0.16% | 3,222 | 214 | 7.1% | $3.14万 | 加仓 |
| CSX | CSX CORP | $46.59万 | 0.16% | 11,349 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $44.99万 | 0.15% | 5,392 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $44.95万 | 0.15% | 1,584 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $44.44万 | 0.15% | 1,351 | 37 | 2.8% | $1.22万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $43.41万 | 0.15% | 7,183 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $40.90万 | 0.14% | 2,797 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $40.88万 | 0.14% | 35,422 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.52万 | 0.14% | 5,222 | 154 | 3.0% | $1.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $40.44万 | 0.14% | 2,319 | 623 | 36.7% | $10.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $39.83万 | 0.13% | 659 | 6 | 0.9% | $3,626 | 加仓 |
| IJR | ISHARES TR | $39.52万 | 0.13% | 3,179 | 35 | 1.1% | $4,351 | 加仓 |
| IMCG | ISHARES TR | $38.99万 | 0.13% | 4,950 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $36.70万 | 0.12% | 3,778 | -33 | -0.9% | -$3,205 | 减仓 |
| MRK | MERCK & CO INC | $35.18万 | 0.12% | 2,925 | -2 | -0.1% | -$241 | 减仓 |
| GEV | GE VERNOVA INC | $34.48万 | 0.12% | 395 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $34.33万 | 0.11% | 687 | 16 | 2.4% | $7,995 | 加仓 |
| AMZN | AMAZON COM INC | $32.47万 | 0.11% | 1,559 | 294 | 23.2% | $6.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.29万 | 0.10% | 653 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $30.88万 | 0.10% | 574 | 5 | 0.9% | $2,690 | 加仓 |
| CTAS | CINTAS CORP | $30.38万 | 0.10% | 1,796 | -3 | -0.2% | -$507 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $30.14万 | 0.10% | 15,434 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.83万 | 0.10% | 2,065 | 71 | 3.6% | $1.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.51万 | 0.10% | 1,520 | 23 | 1.5% | $4,465 | 加仓 |
| SO | SOUTHERN CO | $29.45万 | 0.10% | 3,051 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.87万 | 0.10% | 1,004 | 39 | 4.0% | $1.12万 | 加仓 |
| AFL | AFLAC INC | $28.59万 | 0.10% | 2,606 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.44万 | 0.09% | 1,262 | 94 | 8.0% | $2.04万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $26.64万 | 0.09% | 2,592 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $26.26万 | 0.09% | 2,750 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $25.97万 | 0.09% | 726 | 726 | — | $25.97万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.32万 | 0.08% | 4,445 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.24万 | 0.08% | 1,912 | 1,912 | — | $25.24万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $24.62万 | 0.08% | 12,546 | 1 | 0.0% | $20 | 加仓 |
| MGK | VANGUARD WORLD FD | $24.36万 | 0.08% | 663 | -5 | -0.7% | -$1,837 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $23.63万 | 0.08% | 2,398 | -7 | -0.3% | -$690 | 减仓 |