KKM Financial LLC
CHICAGO IL · SEC CIK 0002001943
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -207,502 | -100.0% | -$1,854.65万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -60,372 | -100.0% | -$1,723.08万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -361,694 | -100.0% | -$1,081.10万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -62,489 | -100.0% | -$615.58万 | 清仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $0 | 0.00% | 0 | -119,601 | -100.0% | -$581.26万 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -120,248 | -100.0% | -$447.44万 | 清仓 |
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -55,145 | -100.0% | -$416.05万 | 清仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F DIV RTN | $0 | 0.00% | 0 | -60,634 | -100.0% | -$413.16万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -150,096 | -100.0% | -$411.71万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -8,508 | -100.0% | -$362.77万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -14,643 | -100.0% | -$317.84万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -17,598 | -100.0% | -$146.34万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -14,451 | -100.0% | -$117.78万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -4,003 | -100.0% | -$91.64万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -21,531 | -100.0% | -$84.94万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -6,965 | -100.0% | -$75.47万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -12,621 | -100.0% | -$46.05万 | 清仓 |
| CTVA | CORTEVA | $0 | 0.00% | 0 | -6,732 | -100.0% | -$45.12万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -23,792 | -100.0% | -$40.99万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -4,153 | -100.0% | -$38.31万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,984 | -100.0% | -$32.28万 | 清仓 |
| IYY | ISHARES TR | $0 | 0.00% | 0 | -1,878 | -100.0% | -$31.14万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,406 | -100.0% | -$23.98万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1,085 | -100.0% | -$23.16万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,673 | -100.0% | -$21.88万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,153 | -100.0% | -$20.68万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,400 | -100.0% | -$20.02万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -2,625 | -100.0% | -$20.01万 | 清仓 |
| — | DOMINARI HOLDINGS INC | $4.38万 | 0.01% | 13,954 | 0 | 0.0% | — | 重新持有 |
| ASPI | ASP ISOTOPES INC | $7.46万 | 0.01% | 12,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 1,998 | 38.5% | $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 | 0 | 0.0% | — | 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 | 747 | 5.2% | $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 | 267 | 2.3% | $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 | 13 | 1.0% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIIES TRUST | $41.20万 | 0.06% | 3,519 | 453 | 14.8% | $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 | 396 | 10.8% | $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 | 8,729 | 58.7% | $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 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $57.60万 | 0.08% | 8,566 | 415 | 5.1% | $2.79万 | 加仓 |
| ITOT | ISHARES TR | $57.66万 | 0.08% | 3,510 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 8 | 0.2% | $1,413 | 加仓 |
| EMB | ISHARES TR | $66.32万 | 0.09% | 6,877 | 669 | 10.8% | $6.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $69.10万 | 0.09% | 2,043 | 20 | 1.0% | $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 | 7,451 | 132.3% | $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 |