KITCHING PARTNERS, LLC
CONSHOHOCKEN PA · SEC CIK 0002010145
$1.09亿2026Q1 申报市值
40持仓数
83.9%前十大占比 · 第一大 14.9%
3 / 5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
VUSB 加仓+$87.05万
VWO 加仓+$63.92万
SDY 加仓+$60.13万
VB 加仓+$52.48万
RIO 新建仓+$46.65万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$133.40万
VIG 减仓-$87.10万
SHYG 减仓-$68.60万
VTV 减仓-$48.05万
KRANESHARES TRUS 清仓-$39.91万
2026Q1 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 | $1,624.17万 | 14.94% | 75,521 | -4,050 | -5.1% | -$87.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,264.46万 | 11.63% | 197,326 | -20,818 | -9.5% | -$133.40万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,184.59万 | 10.90% | 237,944 | 17,485 | 7.9% | $87.05万 | 加仓 |
| SHYG | ISHARES TR | $953.82万 | 8.78% | 225,435 | -16,213 | -6.7% | -$68.60万 | 减仓 |
| SDY | SPDR SERIES TRUST | $951.64万 | 8.76% | 65,205 | 4,120 | 6.7% | $60.13万 | 加仓 |
| IAU | ISHARES GOLD TR | $837.34万 | 7.70% | 94,979 | -3,944 | -4.0% | -$34.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $714.59万 | 6.57% | 11,959 | 11 | 0.1% | $6,573 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $601.48万 | 5.53% | 111,281 | 11,826 | 11.9% | $63.92万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $537.19万 | 4.94% | 81,776 | 508 | 0.6% | $3.34万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $446.02万 | 4.10% | 80,575 | 795 | 1.0% | $4.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $281.17万 | 2.59% | 14,331 | -2,449 | -14.6% | -$48.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $220.95万 | 2.03% | 8,433 | 2,003 | 31.2% | $52.48万 | 加仓 |
| LEMB | ISHARES INC | $145.27万 | 1.34% | 35,605 | 7,402 | 26.2% | $30.20万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $117.33万 | 1.08% | 20,043 | 4,734 | 30.9% | $27.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $109.74万 | 1.01% | 6,292 | 552 | 9.6% | $9.63万 | 加仓 |
| AGG | ISHARES TR | $75.61万 | 0.70% | 7,617 | 49 | 0.6% | $4,864 | 加仓 |
| AMZN | AMAZON COM INC | $61.88万 | 0.57% | 2,971 | -300 | -9.2% | -$6.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $59.91万 | 0.55% | 1,371 | -254 | -15.6% | -$11.10万 | 减仓 |
| NN | NEXTNAV INC | $56.76万 | 0.52% | 35,431 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $46.65万 | 0.43% | 5,000 | 5,000 | — | $46.65万 | 新建仓 |
| CSX | CSX CORP | $45.21万 | 0.42% | 11,014 | 39 | 0.4% | $1,601 | 加仓 |
| GOOGL | ALPHABET INC | $40.23万 | 0.37% | 1,399 | 439 | 45.7% | $12.62万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $40.10万 | 0.37% | 20,503 | 141 | 0.7% | $2,758 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $39.65万 | 0.36% | 1,311 | 120 | 10.1% | $3.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $38.95万 | 0.36% | 1,052 | -601 | -36.4% | -$22.25万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $37.40万 | 0.34% | 12,583 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $34.21万 | 0.31% | 598 | 78 | 15.0% | $4.46万 | 加仓 |
| AAPL | APPLE INC | $32.43万 | 0.30% | 1,278 | -362 | -22.1% | -$9.19万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $30.85万 | 0.28% | 11,259 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.25万 | 0.26% | 760 | 240 | 46.2% | $8.92万 | 加仓 |
| COPX | GLOBAL X FDS | $27.03万 | 0.25% | 3,540 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $26.98万 | 0.25% | 2,995 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $25.58万 | 0.24% | 13,627 | 13,627 | — | $25.58万 | 新建仓 |
| SLV | ISHARES SILVER TR | $24.22万 | 0.22% | 3,555 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.79万 | 0.20% | 1,318 | -721 | -35.4% | -$11.92万 | 减仓 |
| PEP | PEPSICO INC | $21.74万 | 0.20% | 1,400 | 1,400 | — | $21.74万 | 新建仓 |
| AVGO | BROADCOM INC | $20.95万 | 0.19% | 677 | -83 | -10.9% | -$2.57万 | 减仓 |
| — | NEXTNAV INC | $19.45万 | 0.18% | 30,726 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $19.39万 | 0.18% | 12,018 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $3.77万 | 0.03% | 40,816 | 18,988 | 87.0% | $1.76万 | 加仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -15,380 | -100.0% | -$39.91万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$25.26万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -680 | -100.0% | -$20.46万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,122 | -100.0% | -$20.23万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -12,681 | -100.0% | -$11.05万 | 清仓 |