KITCHING PARTNERS, LLC
CONSHOHOCKEN PA · SEC CIK 0002010145
$1.16亿2026Q2 申报市值
40持仓数
82.0%前十大占比 · 第一大 15.4%
6 / 6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
LEMB 加仓+$81.80万
VTV 加仓+$72.13万
VB 加仓+$61.56万
VUSB 加仓+$43.57万
VWO 加仓+$28.87万
2026Q2 卖出最多 按季末市值估算
VWOB 减仓-$69.94万
VUG 清仓-$59.91万
VOO 减仓-$59.27万
RIO 清仓-$46.65万
META 清仓-$34.21万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $1,795.13万 | 15.42% | 75,866 | 345 | 0.5% | $8.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,432.84万 | 12.31% | 201,100 | 3,774 | 1.9% | $26.89万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,228.05万 | 10.55% | 246,697 | 8,753 | 3.7% | $43.57万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,007.67万 | 8.66% | 66,213 | 1,008 | 1.5% | $15.34万 | 加仓 |
| SHYG | ISHARES TR | $972.25万 | 8.35% | 229,252 | 3,817 | 1.7% | $16.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $762.02万 | 6.55% | 11,096 | -863 | -7.2% | -$59.27万 | 减仓 |
| IAU | ISHARES GOLD TR | $718.93万 | 6.18% | 95,210 | 231 | 0.2% | $1.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $693.10万 | 5.96% | 116,117 | 4,836 | 4.3% | $28.87万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $479.93万 | 4.12% | 71,375 | -10,401 | -12.7% | -$69.94万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $455.61万 | 3.91% | 82,567 | 1,992 | 2.5% | $10.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $384.44万 | 3.30% | 17,641 | 3,310 | 23.1% | $72.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $317.30万 | 2.73% | 10,463 | 2,030 | 24.1% | $61.56万 | 加仓 |
| LEMB | ISHARES INC | $232.87万 | 2.00% | 54,883 | 19,278 | 54.1% | $81.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $127.80万 | 1.10% | 21,958 | 1,915 | 9.6% | $11.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $94.49万 | 0.81% | 4,722 | -1,570 | -25.0% | -$31.42万 | 减仓 |
| NN | NEXTNAV INC | $88.63万 | 0.76% | 49,711 | 14,280 | 40.3% | $25.46万 | 加仓 |
| GOOGL | ALPHABET INC | $76.73万 | 0.66% | 2,147 | 748 | 53.5% | $26.73万 | 加仓 |
| AGG | ISHARES TR | $76.62万 | 0.66% | 7,741 | 124 | 1.6% | $1.23万 | 加仓 |
| AMZN | AMAZON COM INC | $73.65万 | 0.63% | 3,090 | 119 | 4.0% | $2.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $55.49万 | 0.48% | 1,487 | 435 | 41.3% | $16.23万 | 加仓 |
| CSX | CSX CORP | $52.51万 | 0.45% | 11,047 | 33 | 0.3% | $1,568 | 加仓 |
| AAPL | APPLE INC | $49.45万 | 0.42% | 1,709 | 431 | 33.7% | $12.47万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $45.93万 | 0.39% | 20,652 | 149 | 0.7% | $3,314 | 加仓 |
| AVGO | BROADCOM INC | $44.99万 | 0.39% | 1,191 | 514 | 75.9% | $19.42万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.35万 | 0.35% | 1,193 | -118 | -9.0% | -$3.99万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $32.62万 | 0.28% | 12,583 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $31.97万 | 0.27% | 760 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $31.75万 | 0.27% | 11,677 | 418 | 3.7% | $1.14万 | 加仓 |
| LLY | ELI LILLY & CO | $28.67万 | 0.25% | 239 | 239 | — | $28.67万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $27.47万 | 0.24% | 238 | 238 | — | $27.47万 | 新建仓 |
| COPX | GLOBAL X FDS | $27.25万 | 0.23% | 3,540 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $25.44万 | 0.22% | 438 | 438 | — | $25.44万 | 新建仓 |
| SIL | GLOBAL X FDS | $23.20万 | 0.20% | 2,995 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $22.36万 | 0.19% | 516 | 516 | — | $22.36万 | 新建仓 |
| CDE | COEUR MNG INC | $22.24万 | 0.19% | 13,627 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.88万 | 0.18% | 1,154 | -164 | -12.4% | -$2.97万 | 减仓 |
| GOOG | ALPHABET INC | $20.39万 | 0.18% | 577 | 577 | — | $20.39万 | 新建仓 |
| — | ORLA MNG LTD NEW | $11.77万 | 0.10% | 12,018 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $2.78万 | 0.02% | 40,816 | 0 | 0.0% | — | 不变 |
| — | GT BIOPHARMA INC | $2.45万 | 0.02% | 50,000 | 50,000 | — | $2.45万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,226 | -100.0% | -$59.91万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$46.65万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -598 | -100.0% | -$34.21万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,555 | -100.0% | -$24.22万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$21.74万 | 清仓 |
| — | NEXTNAV INC | $0 | 0.00% | 0 | -30,726 | -100.0% | -$19.45万 | 清仓 |