13F 机构持仓

KKM Financial LLC

CHICAGO IL · SEC CIK 0002001943

2026Q22026Q1 更早 9 个季度 🔒
$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
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

FWONA 3.3%
MU 3.1%
NVDA 2.9%
LLY 2.7%
AMD 2.5%
LRCX 2.3%
AAPL 2.2%
ASML 2.0%
CMCSA 1.9%
HD 1.8%

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
IAU ISHARES GOLD TR $83.14万0.15%10,243 00.0% — 不变
ITA ISHARES TR $77.59万0.14%3,614 00.0% — 不变
SPLB SPDR SER TR PORTFOLIO $77.11万0.14%34,150 00.0% — 不变
IDU ISHARES TR $75.47万0.13%6,965 00.0% — 不变
AXP AMERICAN EXPRESS CO $74.84万0.13%2,023 00.0% — 不变
MS MORGAN STANLEY $72.68万0.13%4,094 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $70.33万0.12%2,554 00.0% — 不变
FXO FIRST TR EXCHANGE TRADED FD $70.03万0.12%11,604 00.0% — 不变
XLF SELECT SECTOR SPDR TR $61.41万0.11%11,213 00.0% — 不变
ADBE ADOBE SYSTEMS INCORPORATED $61.35万0.11%1,753 00.0% — 不变
CSCO CISCO SYS INC $60.82万0.11%7,896 00.0% — 不变
EMB ISHARES TR $59.77万0.11%6,208 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $58.25万0.10%3,719 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $58.10万0.10%9,301 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $56.35万0.10%7,145 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $54.96万0.10%8,151 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $54.87万0.10%6,666 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $54.16万0.10%9,462 00.0% — 不变
IWP ISHARES TR $53.53万0.10%3,909 00.0% — 不变
ITOT ISHARES TR $52.19万0.09%3,510 00.0% — 不变
XYL XYLEM INC $50.89万0.09%3,737 00.0% — 不变
SLV ISHARES SILVER TR $50.87万0.09%7,897 00.0% — 不变
EWI ISHARES INC $50.04万0.09%9,210 00.0% — 不变
ITB ISHARES TR $48.15万0.09%5,000 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $46.05万0.08%12,621 00.0% — 不变
CTVA CORTEVA $45.12万0.08%6,732 00.0% — 不变
ISPY PROSHARES TR $44.86万0.08%9,832 00.0% — 不变
EIS ISHARES INC $44.00万0.08%3,999 00.0% — 不变
EPOL ISHARES TR $43.88万0.08%12,469 00.0% — 不变
IAK ISHARES TR $43.73万0.08%3,212 00.0% — 不变
VOO VANGUARD INDEX FDS $43.08万0.08%687 00.0% — 不变
IWO ISHARES TR $42.44万0.08%1,314 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $41.78万0.07%2,850 00.0% — 不变
MA MASTERCARD INCORPORATED $41.45万0.07%726 00.0% — 不变
— TIDAL TRUST II $40.99万0.07%23,792 00.0% — 不变
MCD MCDONALDS CORP $40.13万0.07%1,313 00.0% — 不变
IYG ISHARES TR $38.31万0.07%4,153 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $38.17万0.07%3,882 00.0% — 不变
IGLB ISHARES TR $36.42万0.06%7,220 00.0% — 不变
KO COCA COLA CO $36.15万0.06%5,171 00.0% — 不变
BOXX EA SERIIES TRUST $35.29万0.06%3,066 00.0% — 不变
FTHI FIRST TR EXCHANGE TRADED FD $35.12万0.06%14,868 00.0% — 不变
FEMB FIRST TR EXCH TRADED FD III $34.73万0.06%11,656 00.0% — 不变
PKB INVESCO EXCHANGE TRADED FD T $33.80万0.06%3,651 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $32.67万0.06%6,077 00.0% — 不变
PNQI INVESCO EXCHANGE TRADED FD T $32.28万0.06%5,984 00.0% — 不变
IGHG PROSHARES TR $32.26万0.06%4,114 00.0% — 不变
XTN SPDR SER TR $31.29万0.06%3,425 00.0% — 不变
LGOV FIRST TR EXCHANGE-TRADED FD $31.25万0.06%14,314 00.0% — 不变
IYY ISHARES TR $31.14万0.06%1,878 00.0% — 不变
IYH ISHARES TR $29.56万0.05%4,540 00.0% — 不变
EPU ISHARES TR $29.40万0.05%4,063 00.0% — 不变
XLP SELECT SECTOR SPDR TR $29.04万0.05%3,739 00.0% — 不变
IGE ISHARES TR $28.27万0.05%5,631 00.0% — 不变
VTI VANGUARD INDEX FDS $28.16万0.05%840 00.0% — 不变
CVX CHEVRON CORP NEW $28.09万0.05%1,843 00.0% — 不变
— PROSHARES TR $27.05万0.05%4,200 00.0% — 不变
SO SOUTHERN CO $26.17万0.05%3,001 00.0% — 不变
PTF INVESCO EXCHANGE TRADED FD T $25.57万0.05%3,343 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $23.98万0.04%3,406 00.0% — 不变
WAB WABTEC $23.16万0.04%1,085 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $21.88万0.04%3,673 00.0% — 不变
HYLS FIRST TR EXCHANGE-TRADED FD $21.70万0.04%5,183 00.0% — 不变
NFLX NETFLIX INC $20.81万0.04%2,220 00.0% — 不变
IAI ISHARES TR $20.68万0.04%1,153 00.0% — 不变
SMH VANECK ETF TRUST $20.38万0.04%566 00.0% — 不变
SYF SYNCHRONY FINANCIAL $20.02万0.04%2,400 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $20.01万0.04%2,625 00.0% — 不变
— DOMINARI HOLDINGS INC $00.00%0 —— — 申报中断
ASPI ASP ISOTOPES INC $00.00%0 —— — 申报中断