13F 机构持仓

KKM Financial LLC

CHICAGO IL · SEC CIK 0002001943

2026Q22026Q1 更早 9 个季度 🔒
$7.30亿2026Q2 申报市值
169持仓数
23.7%前十大占比 · 第一大 3.4%
27 / 28新建仓 / 清仓
申报市值走势$7.30亿2026Q2
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

PANW 3.4%
INTC 3.2%
MSFT 2.7%
LLY 2.2%
UNH 2.2%
AMAT 2.1%
NVDA 2.1%
AAPL 2.0%
AMZN 2.0%
GOOGL 1.9%

2026Q2 买入最多 按季末市值估算

MA 加仓+$1,357.14万
MSFT 加仓+$1,182.14万
UNH 加仓+$1,161.95万
PLTR 新建仓+$962.46万
NOW 新建仓+$957.69万

2026Q2 卖出最多 按季末市值估算

FWONA 清仓-$1,854.65万
AMD 减仓-$1,832.06万
MU 清仓-$1,723.08万
CMCSA 清仓-$1,081.10万
LRCX 减仓-$1,005.33万

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
FWONA LIBERTY MEDIA CORP DEL $00.00%0 -207,502-100.0% -$1,854.65万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -60,372-100.0% -$1,723.08万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -361,694-100.0% -$1,081.10万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -62,489-100.0% -$615.58万 清仓
— LIBERTY BROADBAND CORP COM SER C $00.00%0 -119,601-100.0% -$581.26万 清仓
GLIBK GCI LIBERTY INC $00.00%0 -120,248-100.0% -$447.44万 清仓
— SPDR INDEX SHS FDS $00.00%0 -55,145-100.0% -$416.05万 清仓
JPIN J P MORGAN EXCHANGE TRADED F DIV RTN $00.00%0 -60,634-100.0% -$413.16万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -150,096-100.0% -$411.71万 清仓
LIN LINDE PLC $00.00%0 -8,508-100.0% -$362.77万 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -14,643-100.0% -$317.84万 清仓
— LIBERTY MEDIA CORP DEL $00.00%0 -17,598-100.0% -$146.34万 清仓
— LIBERTY MEDIA CORP DEL $00.00%0 -14,451-100.0% -$117.78万 清仓
DHR DANAHER CORPORATION $00.00%0 -4,003-100.0% -$91.64万 清仓
BATRK ATLANTA BRAVES HLDGS INC $00.00%0 -21,531-100.0% -$84.94万 清仓
IDU ISHARES TR $00.00%0 -6,965-100.0% -$75.47万 清仓
MGM MGM RESORTS INTERNATIONAL $00.00%0 -12,621-100.0% -$46.05万 清仓
CTVA CORTEVA $00.00%0 -6,732-100.0% -$45.12万 清仓
— TIDAL TRUST II $00.00%0 -23,792-100.0% -$40.99万 清仓
IYG ISHARES TR $00.00%0 -4,153-100.0% -$38.31万 清仓
PNQI INVESCO EXCHANGE TRADED FD T $00.00%0 -5,984-100.0% -$32.28万 清仓
IYY ISHARES TR $00.00%0 -1,878-100.0% -$31.14万 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -3,406-100.0% -$23.98万 清仓
WAB WABTEC $00.00%0 -1,085-100.0% -$23.16万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -3,673-100.0% -$21.88万 清仓
IAI ISHARES TR $00.00%0 -1,153-100.0% -$20.68万 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -2,400-100.0% -$20.02万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -2,625-100.0% -$20.01万 清仓
— DOMINARI HOLDINGS INC $4.38万0.01%13,954 00.0% — 重新持有
ASPI ASP ISOTOPES INC $7.46万0.01%12,000 00.0% — 重新持有
— PROSHARES TR $21.22万0.03%3,270 -930-22.1% -$6.03万 减仓
VLO VALERO ENERGY CORP $22.14万0.03%850 850— $22.14万 新建仓
BABA ALIBABA GROUP HLDG LTD $23.13万0.03%2,410 -440-15.4% -$4.22万 减仓
— ADVISORS INNER CIRCLE FD II $23.17万0.03%8,350 8,350— $23.17万 新建仓
— INVESCO EXCHANGE TRADED FD T $23.81万0.03%7,027 7,027— $23.81万 新建仓
ISPY PROSHARES TR $24.92万0.03%5,171 -4,661-47.4% -$22.46万 减仓
EXPE EXPEDIA GROUP INC $25.59万0.04%1,000 1,000— $25.59万 新建仓
FTCB FIRST TR EXCHANGE-TRADED FD $26.22万0.04%12,572 12,572— $26.22万 新建仓
IGHG PROSHARES TR $26.29万0.04%3,356 -758-18.4% -$5.94万 减仓
CVX CHEVRON CORP NEW $26.92万0.04%1,624 -219-11.9% -$3.63万 减仓
— INVESCO EXCHANGE TRADED FD T $28.18万0.04%1,336 1,336— $28.18万 新建仓
EWY ISHARES INC $28.45万0.04%1,409 1,409— $28.45万 新建仓
SO SOUTHERN CO $28.72万0.04%3,001 00.0% — 不变
XLP SELECT SECTOR SPDR TR $28.78万0.04%3,464 -275-7.4% -$2.28万 减仓
HYLS FIRST TR EXCHANGE-TRADED FD $29.19万0.04%7,181 1,99838.5% $8.12万 加仓
VTI VANGUARD INDEX FDS $30.34万0.04%820 -20-2.4% -$7,401 减仓
IYH ISHARES TR $30.42万0.04%4,540 00.0% — 不变
EPU ISHARES TR $31.00万0.04%3,712 -351-8.6% -$2.93万 减仓
XYL XYLEM INC $31.09万0.04%2,630 -1,107-29.6% -$13.09万 减仓
IVV ISHARES TR $31.68万0.04%423 -6,303-93.7% -$472.02万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $32.23万0.04%15,061 7475.2% $1.60万 加仓
SLV ISHARES SILVER TR $32.85万0.05%6,143 -1,754-22.2% -$9.38万 减仓
— INVESCO EXCH TRADED FD TR II $33.49万0.05%17,089 17,089— $33.49万 新建仓
VOO VANGUARD INDEX FDS $33.65万0.05%490 -197-28.7% -$13.53万 减仓
FEMB FIRST TR EXCH TRADED FD III $34.84万0.05%11,923 2672.3% $7,802 加仓
ADBE ADOBE SYSTEMS INCORPORATED $35.06万0.05%1,710 -43-2.5% -$8,816 减仓
MCD MCDONALDS CORP $35.84万0.05%1,326 131.0% $3,514 加仓
KO COCA COLA CO $35.85万0.05%4,411 -760-14.7% -$6.18万 减仓
IGLB ISHARES TR $36.01万0.05%7,196 -24-0.3% -$1,201 减仓
VWO VANGUARD INTL EQUITY INDEX F $36.15万0.05%6,057 -20-0.3% -$1,194 减仓
SMH VANECK ETF TRUST $37.12万0.05%566 00.0% — 不变
EPOL ISHARES TR $37.83万0.05%9,797 -2,672-21.4% -$10.32万 减仓
XTN SPDR SER TR $39.61万0.05%3,425 00.0% — 不变
BOXX EA SERIIES TRUST $41.20万0.06%3,519 45314.8% $5.30万 加仓
EWI ISHARES INC $41.87万0.06%7,068 -2,142-23.3% -$12.69万 减仓
PTF INVESCO EXCHANGE TRADED FD T $42.92万0.06%3,149 -194-5.8% -$2.64万 减仓
IAK ISHARES TR $44.30万0.06%3,152 -60-1.9% -$8,434 减仓
DE DEERE & CO $44.47万0.06%701 701— $44.47万 新建仓
PKB INVESCO EXCHANGE TRADED FD T $45.35万0.06%4,047 39610.8% $4.44万 加仓
EIS ISHARES INC $46.32万0.06%3,837 -162-4.1% -$1.96万 减仓
RGTI RIGETTI COMPUTING INC $48.77万0.07%32,624 32,624— $48.77万 新建仓
QBTS D-WAVE QUANTUM INC $49.53万0.07%27,395 27,395— $49.53万 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $50.13万0.07%3,762 -120-3.1% -$1.60万 减仓
QUBT QUANTUM COMPUTING INC $51.01万0.07%62,978 62,978— $51.01万 新建仓
ITB ISHARES TR $51.51万0.07%4,930 -70-1.4% -$7,314 减仓
IWO ISHARES TR $51.65万0.07%1,311 -3-0.2% -$1,182 减仓
IYM ISHARES TR $51.79万0.07%2,885 2,885— $51.79万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $52.59万0.07%9,312 -150-1.6% -$8,472 减仓
ARQQ ARQIT QUANTUM INC $53.78万0.07%31,394 31,394— $53.78万 新建仓
FTHI FIRST TR EXCHANGE TRADED FD $56.28万0.08%23,597 8,72958.7% $20.82万 加仓
AVDE AMERICAN CENTY ETF TR $56.29万0.08%6,310 -356-5.3% -$3.18万 减仓
IWP ISHARES TR $57.23万0.08%3,909 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $57.60万0.08%8,566 4155.1% $2.79万 加仓
ITOT ISHARES TR $57.66万0.08%3,510 00.0% — 不变
IONQ IONQ INC $59.69万0.08%16,379 16,379— $59.69万 新建仓
XLF SELECT SECTOR SPDR TR $60.11万0.08%11,213 00.0% — 不变
IYZ ISHARES TR $63.39万0.09%14,983 -11,188-42.7% -$47.34万 减仓
IDGT ISHARES TR $65.38万0.09%5,460 5,460— $65.38万 新建仓
VEA VANGUARD TAX-MANAGED FDS $65.80万0.09%9,235 -66-0.7% -$4,703 减仓
PPA INVESCO EXCHANGE TRADED FD T $65.84万0.09%3,727 80.2% $1,413 加仓
EMB ISHARES TR $66.32万0.09%6,877 66910.8% $6.45万 加仓
AXP AMERICAN EXPRESS CO $69.10万0.09%2,043 201.0% $6,765 加仓
FXO FIRST TR EXCHANGE TRADED FD $69.11万0.09%11,065 -539-4.6% -$3.37万 减仓
QQQ INVESCO QQQ TR $70.62万0.10%959 -6,537-87.2% -$481.38万 减仓
IAU ISHARES GOLD TR $71.44万0.10%9,461 -782-7.6% -$5.90万 减仓
IGE ISHARES TR $73.49万0.10%13,082 7,451132.3% $41.86万 加仓
CSCO CISCO SYS INC $78.93万0.11%6,720 -1,176-14.9% -$13.81万 减仓
IYT ISHARES TR $80.41万0.11%9,269 -1,991-17.7% -$17.27万 减仓
IYC ISHARES TR $83.66万0.11%8,275 -2,259-21.4% -$22.84万 减仓
ITA ISHARES TR $84.46万0.12%3,484 -130-3.6% -$3.15万 减仓