13F 机构持仓

Kings Path Partners LLC

SUGAR LAND TX · SEC CIK 0002030974

2026Q22026Q1 更早 9 个季度 🔒
$3.76亿2026Q2 申报市值
351持仓数
54.6%前十大占比 · 第一大 11.2%
75 / 16新建仓 / 清仓
申报市值走势$3.76亿2026Q2
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

VTI 11.2%
GSLC 7.3%
SCHF 6.4%
VEA 5.3%
VGIT 4.5%
VGSH 4.3%
VWO 4.1%
AVLV 4.0%
DFCF 3.9%
DIMENSIONAL ET 3.8%

2026Q2 买入最多 按季末市值估算

VTI 加仓+$737.38万
DFNM 加仓+$447.78万
SUB 加仓+$446.41万
VTEB 加仓+$445.55万
MUB 加仓+$444.78万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$80.80万
SCHF 减仓-$70.52万
ITOT 减仓-$66.09万
PLOW 减仓-$45.35万
IIIV 清仓-$45.33万

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
VTI VANGUARD INDEX FDS $4,218.60万11.22%114,004 19,92721.2% $737.38万 加仓
GSLC GOLDMAN SACHS ETF TR $2,727.42万7.26%192,221 29,90018.4% $424.25万 加仓
SCHF SCHWAB STRATEGIC TR $2,388.70万6.36%862,345 -25,460-2.9% -$70.52万 减仓
VEA VANGUARD TAX-MANAGED FDS $2,001.29万5.33%280,883 41,66017.4% $296.83万 加仓
VGIT VANGUARD SCOTTSDALE FDS $1,676.68万4.46%284,280 53,76723.3% $317.12万 加仓
VGSH VANGUARD SCOTTSDALE FDS $1,608.20万4.28%276,323 55,97825.4% $325.79万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,537.54万4.09%257,588 31,47413.9% $187.87万 加仓
AVLV AMERICAN CENTY ETF TR $1,491.17万3.97%163,487 23,75617.0% $216.68万 加仓
DFCF DIMENSIONAL ETF TRUST $1,454.82万3.87%344,663 18,0985.5% $76.39万 加仓
— DIMENSIONAL ETF TRUST $1,424.09万3.79%203,733 36,89422.1% $257.89万 加仓
GSIE GOLDMAN SACHS ETF TR $1,285.48万3.42%281,286 46,82920.0% $214.01万 加仓
DFIV DIMENSIONAL ETF TRUST $1,021.02万2.72%189,008 18,33510.7% $99.05万 加仓
AVEM AMERICAN CENTY ETF TR $849.25万2.26%88,015 13,90518.8% $134.17万 加仓
DFGP DIMENSIONAL ETF TRUST $831.65万2.21%152,709 9,5666.7% $52.10万 加仓
VCRB VANGUARD MALVERN FDS $732.23万1.95%94,808 10,69612.7% $82.61万 加仓
AVDV AMERICAN CENTY ETF TR $707.86万1.88%68,691 9,31915.7% $96.03万 加仓
MUB ISHARES TR $678.28万1.80%63,026 41,329190.5% $444.78万 加仓
BOXX EA SERIES TRUST $652.87万1.74%55,758 5,73811.5% $67.19万 加仓
SUB ISHARES TR $632.56万1.68%59,412 41,928239.8% $446.41万 加仓
VTEB VANGUARD MUN BD FDS $623.61万1.66%123,291 88,088250.2% $445.55万 加仓
DFNM DIMENSIONAL ETF TRUST $571.92万1.52%118,323 92,640360.7% $447.78万 加仓
SCHP SCHWAB STRATEGIC TR $474.72万1.26%179,141 -1,095-0.6% -$2.90万 减仓
— TORTOISE CAPITAL SERIES TRUS $407.80万1.09%147,412 147,412— $407.80万 新建仓
TRGP TARGA RES CORP $334.40万0.89%12,471 00.0% — 不变
ITOT ISHARES TR $331.05万0.88%20,153 -4,023-16.6% -$66.09万 减仓
FNDX SCHWAB STRATEGIC TR $310.73万0.83%99,912 -580-0.6% -$1.80万 减仓
IEFA ISHARES TR $300.70万0.80%31,135 -202-0.6% -$1.95万 减仓
DUSB DIMENSIONAL ETF TRUST $291.55万0.78%57,413 32,548130.9% $165.28万 加仓
VGLT VANGUARD SCOTTSDALE FDS $229.75万0.61%41,636 2,2795.8% $12.58万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.60%3 00.0% — 不变
IVV ISHARES TR $200.55万0.53%2,678 00.0% — 不变
SHV ISHARES TR $165.13万0.44%14,964 5884.1% $6.49万 加仓
PDFS PDF SOLUTIONS INC $139.07万0.37%19,645 -4,855-19.8% -$34.37万 减仓
VUSB VANGUARD BD INDEX FDS $135.35万0.36%27,189 25,4571,469.8% $126.72万 加仓
LGND LIGAND PHARMACEUTICALS INC $125.17万0.33%3,960 00.0% — 不变
— EXXON MOBIL CORP $113.34万0.30%8,290 210.3% $2,871 加仓
BNDX VANGUARD CHARLOTTE FDS $110.44万0.29%22,804 -1,639-6.7% -$7.94万 减仓
VTIP VANGUARD MALVERN FDS $109.95万0.29%21,889 -605-2.7% -$3.04万 减仓
BND VANGUARD BD INDEX FDS $107.41万0.29%14,632 -498-3.3% -$3.66万 减仓
AVUV AMERICAN CENTY ETF TR $96.09万0.26%7,702 3594.9% $4.48万 加仓
MUNI PIMCO ETF TR $91.56万0.24%17,406 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $90.75万0.24%17,200 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $89.51万0.24%8,420 00.0% — 不变
IEMG ISHARES INC $86.64万0.23%10,459 -701-6.3% -$5.81万 减仓
ACWI ISHARES TR $79.82万0.21%5,085 00.0% — 不变
NVEC NVE CORP $77.42万0.21%7,405 00.0% — 不变
CDNL CARDINAL INFRASTRUCTURE GROU $69.85万0.19%7,415 7,415— $69.85万 新建仓
SEI SOLARIS ENERGY INFRAS INC $67.26万0.18%8,360 00.0% — 不变
KRT KARAT PACKAGING INC $66.95万0.18%20,010 00.0% — 不变
META META PLATFORMS INC $66.47万0.18%1,180 00.0% — 不变
IRMD IRADIMED CORP $65.36万0.17%6,840 00.0% — 不变
CVLG COVENANT LOGISTICS GROUP INC $64.86万0.17%14,680 4,03938.0% $17.84万 加仓
PNTG PENNANT GROUP INC $64.85万0.17%17,550 00.0% — 不变
MCB METROPOLITAN BK HLDG CORP $63.80万0.17%6,460 00.0% — 不变
AAPL APPLE INC $61.37万0.16%2,121 76956.9% $22.25万 加仓
BFST BUSINESS FIRST BANCSHARES IN $60.75万0.16%19,770 00.0% — 不变
WULF TERAWULF INC $60.60万0.16%24,535 00.0% — 不变
UFPT UFP TECHNOLOGIES INC $58.59万0.16%2,210 00.0% — 不变
AGX ARGAN INC $56.94万0.15%713 -109-13.3% -$8.70万 减仓
TILT FLEXSHARES TR $56.04万0.15%2,030 -5-0.2% -$1,380 减仓
TFIN TRIUMPH FINANCIAL INC $55.36万0.15%7,255 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $53.97万0.14%7,876 -5-0.1% -$343 减仓
PAHC PHIBRO ANIMAL HEALTH CORP $53.87万0.14%17,155 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC $53.63万0.14%6,701 00.0% — 不变
ANIP ANI PHARMACEUTICALS INC $51.32万0.14%6,200 00.0% — 不变
IJH ISHARES TR $50.31万0.13%6,524 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $49.59万0.13%991 363.8% $1.80万 加仓
PLPC PREFORMED LINE PRODS CO $47.42万0.13%1,155 00.0% — 不变
— BIOLIFE SOLUTIONS INC $46.79万0.12%16,570 00.0% — 不变
WLDN WILLDAN GROUP INC $46.75万0.12%5,910 3,050106.6% $24.13万 加仓
SCHR SCHWAB STRATEGIC TR $45.05万0.12%18,268 5132.9% $1.27万 加仓
LMAT LEMAITRE VASCULAR INC $44.86万0.12%4,675 00.0% — 不变
BIL SPDR SERIES TRUST $43.24万0.12%4,718 -502-9.6% -$4.60万 减仓
GRDN GUARDIAN PHARMACY SVCS INC $43.13万0.11%10,300 00.0% — 不变
TSLA TESLA INC $42.06万0.11%1,000 00.0% — 不变
EE EXCELERATE ENERGY INC $41.77万0.11%10,995 00.0% — 不变
PLOW DOUGLAS DYNAMICS INC $41.14万0.11%7,626 -8,405-52.4% -$45.35万 减仓
GLD SPDR GOLD TR $40.85万0.11%1,109 30037.1% $11.05万 加仓
WRBY WARBY PARKER INC $40.67万0.11%13,405 00.0% — 不变
COCO VITA COCO CO INC $39.15万0.10%5,920 -2,845-32.5% -$18.82万 减仓
SCHO SCHWAB STRATEGIC TR $38.95万0.10%16,135 -588-3.5% -$1.42万 减仓
FNDC SCHWAB STRATEGIC TR $38.22万0.10%7,871 -3-0.0% -$146 减仓
CVX CHEVRON CORPORATION $37.78万0.10%2,279 -9-0.4% -$1,492 减仓
VO VANGUARD INDEX FDS $36.68万0.10%4,553 10.0% $81 加仓
TTI TETRA TECHNOLOGIES INC DEL $36.11万0.10%31,870 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $35.76万0.10%1,511 -37-2.4% -$8,757 减仓
PWP PERELLA WEINBERG PARTNERS $35.21万0.09%22,060 00.0% — 不变
MELI MERCADOLIBRE INC $33.95万0.09%200 00.0% — 不变
OUST OUSTER INC $33.57万0.09%5,370 5,370— $33.57万 新建仓
MRK MERCK & CO INC $33.51万0.09%2,608 80.3% $1,028 加仓
MGRC MCGRATH RENTCORP $33.16万0.09%2,740 1,29089.0% $15.61万 加仓
ORA ORMAT TECHNOLOGIES INC $32.56万0.09%2,990 2,990— $32.56万 新建仓
BILS SPDR SERIES TRUST $32.40万0.09%3,260 -365-10.1% -$3.63万 减仓
WBI WATERBRIDGE INFRASTRUCTURE L $32.21万0.09%9,398 -2,327-19.8% -$7.97万 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $31.65万0.08%7,625 7,625— $31.65万 新建仓
KRUS KURA SUSHI USA INC $30.08万0.08%5,225 00.0% — 不变
PEGA PEGASYSTEMS INC $28.77万0.08%9,601 00.0% — 不变
NCNO NCINO INC $28.15万0.07%17,215 00.0% — 不变
JNJ JOHNSON & JOHNSON $27.91万0.07%1,099 -86-7.3% -$2.18万 减仓
WTTR SELECT WATER SOLUTIONS INC $26.95万0.07%13,490 -12,490-48.1% -$24.96万 减仓