K2 Financial Inc.
GLENDORA CA · SEC CIK 0002044711
$1.49亿2026Q1 申报市值
59持仓数
52.5%前十大占比 · 第一大 9.6%
4 / 3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
VUG 加仓+$1,194.36万
PAAA 新建仓+$307.13万
SCHX 加仓+$69.71万
BCI 加仓+$56.53万
TFLR 新建仓+$54.66万
2026Q1 卖出最多 按季末市值估算
VTIP 减仓-$257.44万
BKLN 清仓-$55.48万
GLDM 清仓-$48.10万
VEA 减仓-$45.46万
SHM 清仓-$20.01万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1,428.65万 | 9.58% | 32,708 | 27,344 | 509.8% | $1,194.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,292.57万 | 8.67% | 189,111 | -6,651 | -3.4% | -$45.46万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,136.94万 | 7.63% | 405,472 | 24,860 | 6.5% | $69.71万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $781.62万 | 5.24% | 105,824 | 4,576 | 4.5% | $33.80万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $563.07万 | 3.78% | 174,595 | 3,522 | 2.1% | $11.36万 | 加仓 |
| MUB | ISHARES TR | $540.87万 | 3.63% | 50,402 | 1,071 | 2.2% | $11.49万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $533.06万 | 3.58% | 105,702 | 3,517 | 3.4% | $17.74万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $531.69万 | 3.57% | 104,952 | 1,853 | 1.8% | $9.39万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $512.89万 | 3.44% | 116,567 | 389 | 0.3% | $1.71万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $509.56万 | 3.42% | 86,718 | 1,272 | 1.5% | $7.47万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $468.52万 | 3.14% | 97,243 | 5,440 | 5.9% | $26.21万 | 加仓 |
| SUB | ISHARES TR | $402.36万 | 2.70% | 37,717 | 1,192 | 3.3% | $12.72万 | 加仓 |
| USIG | ISHARES TR | $344.94万 | 2.31% | 66,902 | 6,530 | 10.8% | $33.67万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $334.39万 | 2.24% | 141,811 | 7,243 | 5.4% | $17.08万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $314.91万 | 2.11% | 117,417 | 5,925 | 5.3% | $15.89万 | 加仓 |
| PAAA | PGIM ETF TR | $307.13万 | 2.06% | 59,765 | 59,765 | — | $307.13万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $290.71万 | 1.95% | 14,330 | 484 | 3.5% | $9.82万 | 加仓 |
| BCI | ABRDN ETFS | $254.75万 | 1.71% | 104,664 | 23,224 | 28.5% | $56.53万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $247.63万 | 1.66% | 64,103 | 4,433 | 7.4% | $17.12万 | 加仓 |
| ACWV | ISHARES INC | $239.77万 | 1.61% | 19,868 | 849 | 4.5% | $10.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $217.36万 | 1.46% | 66,168 | 4,244 | 6.9% | $13.94万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $210.63万 | 1.41% | 90,439 | 12,081 | 15.4% | $28.14万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $193.29万 | 1.30% | 28,717 | 1,284 | 4.7% | $8.64万 | 加仓 |
| IDEV | ISHARES TR | $191.22万 | 1.28% | 21,722 | 331 | 1.5% | $2.91万 | 加仓 |
| IEMG | ISHARES INC | $190.39万 | 1.28% | 24,440 | 30 | 0.1% | $2,337 | 加仓 |
| EMLC | VANECK ETF TRUST | $178.65万 | 1.20% | 69,112 | 2,211 | 3.3% | $5.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $177.10万 | 1.19% | 45,225 | -1,131 | -2.4% | -$4.43万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $175.30万 | 1.18% | 54,902 | -2,060 | -3.6% | -$6.58万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $168.08万 | 1.13% | 21,668 | 121 | 0.6% | $9,386 | 加仓 |
| MBB | ISHARES TR | $167.42万 | 1.12% | 17,570 | 775 | 4.6% | $7.38万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $165.08万 | 1.11% | 48,885 | 3,420 | 7.5% | $11.55万 | 加仓 |
| IEFA | ISHARES TR | $115.73万 | 0.78% | 12,151 | -224 | -1.8% | -$2.13万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $114.62万 | 0.77% | 47,245 | -5,434 | -10.3% | -$13.18万 | 减仓 |
| MCD | MCDONALDS CORP | $112.62万 | 0.76% | 3,753 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $112.25万 | 0.75% | 11,930 | -10 | -0.1% | -$941 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $106.88万 | 0.72% | 19,720 | 1,286 | 7.0% | $6.97万 | 加仓 |
| HYD | VANECK ETF TRUST | $105.26万 | 0.71% | 20,567 | 1,137 | 5.9% | $5.82万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $91.83万 | 0.62% | 18,304 | -51,313 | -73.7% | -$257.44万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $90.91万 | 0.61% | 18,149 | 1,002 | 5.8% | $5.02万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $86.68万 | 0.58% | 34,438 | -794 | -2.3% | -$2.00万 | 减仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $73.31万 | 0.49% | 22,521 | 377 | 1.7% | $1.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $68.32万 | 0.46% | 2,953 | 140 | 5.0% | $3.24万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $67.15万 | 0.45% | 13,162 | 748 | 6.0% | $3.82万 | 加仓 |
| DXJ | WISDOMTREE TR | $59.70万 | 0.40% | 3,695 | 83 | 2.3% | $1.34万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $58.82万 | 0.39% | 1,747 | 17 | 1.0% | $5,724 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $56.59万 | 0.38% | 10,391 | -83 | -0.8% | -$4,520 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.31万 | 0.38% | 955 | 0 | 0.0% | — | 不变 |
| TFLR | T ROWE PRICE ETF INC | $54.66万 | 0.37% | 10,735 | 10,735 | — | $54.66万 | 新建仓 |
| GMF | SPDR INDEX SHS FDS | $54.03万 | 0.36% | 3,617 | 253 | 7.5% | $3.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $50.11万 | 0.34% | 6,508 | 20 | 0.3% | $1,540 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.81万 | 0.33% | 2,674 | 5 | 0.2% | $931 | 加仓 |
| CLIP | GLOBAL X FDS | $48.53万 | 0.33% | 4,840 | -1,222 | -20.2% | -$12.25万 | 减仓 |
| EFAV | ISHARES TR | $45.07万 | 0.30% | 4,917 | -74 | -1.5% | -$6,783 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $36.16万 | 0.24% | 8,855 | -95 | -1.1% | -$3,879 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $30.73万 | 0.21% | 6,317 | -108 | -1.7% | -$5,253 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $24.96万 | 0.17% | 9,439 | 9,439 | — | $24.96万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $23.51万 | 0.16% | 11,058 | -74 | -0.7% | -$1,573 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $22.95万 | 0.15% | 4,539 | 125 | 2.8% | $6,320 | 加仓 |
| IWN | ISHARES TR | $20.11万 | 0.13% | 975 | 975 | — | $20.11万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -26,358 | -100.0% | -$55.48万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -5,430 | -100.0% | -$48.10万 | 清仓 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,156 | -100.0% | -$20.01万 | 清仓 |