KKM Financial LLC
CHICAGO IL · SEC CIK 0002001943
$5.63亿2026Q1 申报市值
168持仓数
24.7%前十大占比 · 第一大 3.3%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $330.26万 | 0.59% | 21,290 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $332.39万 | 0.59% | 10,069 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $360.99万 | 0.64% | 70,644 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $362.77万 | 0.64% | 8,508 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $411.60万 | 0.73% | 165,300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $411.71万 | 0.73% | 150,096 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F DIV RTN | $413.16万 | 0.73% | 60,634 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $414.63万 | 0.74% | 32,159 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $416.05万 | 0.74% | 55,145 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $420.82万 | 0.75% | 12,159 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $422.74万 | 0.75% | 66,615 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC | $447.44万 | 0.79% | 120,248 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $449.38万 | 0.80% | 17,470 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $460.10万 | 0.82% | 15,278 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $460.49万 | 0.82% | 7,496 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $460.69万 | 0.82% | 6,726 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $468.28万 | 0.83% | 44,307 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $469.61万 | 0.83% | 146,480 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $471.39万 | 0.84% | 115,735 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $472.84万 | 0.84% | 64,166 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $475.40万 | 0.84% | 6,205 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $481.89万 | 0.86% | 33,472 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $482.32万 | 0.86% | 9,972 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $504.20万 | 0.90% | 31,003 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $507.23万 | 0.90% | 5,882 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $520.53万 | 0.92% | 18,020 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $523.07万 | 0.93% | 44,627 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $532.38万 | 0.95% | 76,712 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $545.72万 | 0.97% | 24,838 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $546.68万 | 0.97% | 34,146 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $548.57万 | 0.97% | 45,585 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $554.96万 | 0.99% | 42,967 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $558.34万 | 0.99% | 90,464 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $562.57万 | 1.00% | 110,764 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $568.61万 | 1.01% | 20,822 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $579.04万 | 1.03% | 26,669 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $581.26万 | 1.03% | 119,601 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $581.73万 | 1.03% | 18,638 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $583.34万 | 1.04% | 16,633 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $599.87万 | 1.07% | 457,217 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $612.76万 | 1.09% | 5,043 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $615.58万 | 1.09% | 62,489 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $629.58万 | 1.12% | 27,276 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $641.62万 | 1.14% | 9,409 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $667.07万 | 1.18% | 84,056 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $676.01万 | 1.20% | 13,449 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $677.32万 | 1.20% | 10,261 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $693.01万 | 1.23% | 23,396 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $706.92万 | 1.26% | 36,269 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $723.91万 | 1.29% | 15,506 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $726.89万 | 1.29% | 35,124 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $767.72万 | 1.36% | 23,826 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS COMPANY INC | $799.60万 | 1.42% | 61,272 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $814.49万 | 1.45% | 26,022 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $831.57万 | 1.48% | 225,358 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $861.10万 | 1.53% | 28,336 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $871.63万 | 1.55% | 18,023 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $957.96万 | 1.70% | 37,276 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $999.21万 | 1.77% | 54,246 | 0 | 0.0% | — | 不变 |
| ESN | NORTHERN LTS FD TR II | $1,017.21万 | 1.81% | 592,732 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $1,033.81万 | 1.84% | 30,044 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,081.10万 | 1.92% | 361,694 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $1,136.83万 | 2.02% | 10,626 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,251.03万 | 2.22% | 46,017 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,284.67万 | 2.28% | 75,048 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,421.02万 | 2.52% | 66,353 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO | $1,498.21万 | 2.66% | 13,941 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,653.32万 | 2.94% | 88,650 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,723.08万 | 3.06% | 60,372 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,854.65万 | 3.29% | 207,502 | 0 | 0.0% | — | 不变 |