K2 Financial Inc.
GLENDORA CA · SEC CIK 0002044711
$1.42亿2026Q2 申报市值
60持仓数
50.2%前十大占比 · 第一大 9.7%
1 / 0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
VTEB 加仓+$34.87万
BND 加仓+$34.13万
SEI EXCHANGE TRA 新建仓+$32.75万
BNDX 加仓+$22.11万
USIG 加仓+$21.62万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$1,416.20万
MUB 减仓-$41.37万
SUB 减仓-$35.03万
SEIM 减仓-$33.04万
SCHA 减仓-$29.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,369.38万 | 9.66% | 190,483 | 1,372 | 0.7% | $9.86万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,191.76万 | 8.41% | 401,944 | -3,528 | -0.9% | -$10.46万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $808.13万 | 5.70% | 110,491 | 4,667 | 4.4% | $34.13万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $582.58万 | 4.11% | 166,262 | -8,333 | -4.8% | -$29.20万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $569.09万 | 4.02% | 112,602 | 6,900 | 6.5% | $34.87万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $540.42万 | 3.81% | 112,470 | -4,097 | -3.5% | -$19.69万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $538.21万 | 3.80% | 98,882 | -6,070 | -5.8% | -$33.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $524.02万 | 3.70% | 87,234 | 516 | 0.6% | $3.10万 | 加仓 |
| MUB | ISHARES TR | $500.81万 | 3.53% | 46,556 | -3,846 | -7.6% | -$41.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $491.02万 | 3.47% | 101,829 | 4,586 | 4.7% | $22.11万 | 加仓 |
| SUB | ISHARES TR | $366.12万 | 2.58% | 34,423 | -3,294 | -8.7% | -$35.03万 | 减仓 |
| USIG | ISHARES TR | $363.42万 | 2.56% | 71,133 | 4,231 | 6.3% | $21.62万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $347.66万 | 2.45% | 148,763 | 6,952 | 4.9% | $16.25万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $325.12万 | 2.29% | 123,621 | 6,204 | 5.3% | $16.32万 | 加仓 |
| PAAA | PGIM ETF TR | $316.91万 | 2.24% | 61,739 | 1,974 | 3.3% | $10.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $316.41万 | 2.23% | 14,419 | 89 | 0.6% | $1.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $284.88万 | 2.01% | 32,866 | -163,382 | -83.3% | -$1,416.20万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $269.26万 | 1.90% | 66,846 | 2,743 | 4.3% | $11.05万 | 加仓 |
| ACWV | ISHARES INC | $248.35万 | 1.75% | 20,328 | 460 | 2.3% | $5.62万 | 加仓 |
| BCI | ABRDN ETFS | $228.40万 | 1.61% | 100,482 | -4,182 | -4.0% | -$9.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $223.26万 | 1.58% | 64,657 | -1,511 | -2.3% | -$5.22万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $222.46万 | 1.57% | 96,470 | 6,031 | 6.7% | $13.91万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $202.56万 | 1.43% | 30,210 | 1,493 | 5.2% | $10.01万 | 加仓 |
| IDEV | ISHARES TR | $201.82万 | 1.42% | 22,310 | 588 | 2.7% | $5.32万 | 加仓 |
| IEMG | ISHARES INC | $198.02万 | 1.40% | 24,149 | -291 | -1.2% | -$2.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $188.72万 | 1.33% | 45,256 | 31 | 0.1% | $1,293 | 加仓 |
| EMLC | VANECK ETF TRUST | $186.84万 | 1.32% | 73,013 | 3,901 | 5.6% | $9.98万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $186.27万 | 1.31% | 53,959 | -943 | -1.7% | -$3.26万 | 减仓 |
| MBB | ISHARES TR | $175.36万 | 1.24% | 18,600 | 1,030 | 5.9% | $9.71万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $175.08万 | 1.24% | 48,512 | -373 | -0.8% | -$1.35万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $159.48万 | 1.13% | 19,380 | -2,288 | -10.6% | -$18.83万 | 减仓 |
| IEFA | ISHARES TR | $116.71万 | 0.82% | 11,872 | -279 | -2.3% | -$2.74万 | 减仓 |
| USMV | ISHARES TR | $114.74万 | 0.81% | 11,721 | -209 | -1.8% | -$2.05万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $113.52万 | 0.80% | 47,125 | -120 | -0.3% | -$2,891 | 减仓 |
| HYD | VANECK ETF TRUST | $111.82万 | 0.79% | 21,692 | 1,125 | 5.5% | $5.80万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $110.24万 | 0.78% | 19,770 | 50 | 0.3% | $2,788 | 加仓 |
| MCD | MCDONALDS CORP | $104.90万 | 0.74% | 3,753 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $90.32万 | 0.64% | 18,191 | -113 | -0.6% | -$5,610 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $88.39万 | 0.62% | 18,028 | -121 | -0.7% | -$5,933 | 减仓 |
| HYMB | SPDR SERIES TRUST | $85.83万 | 0.61% | 33,859 | -579 | -1.7% | -$1.47万 | 减仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $75.21万 | 0.53% | 22,736 | 215 | 1.0% | $7,112 | 加仓 |
| VBR | VANGUARD INDEX FDS | $71.00万 | 0.50% | 2,916 | -37 | -1.3% | -$9,009 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $67.51万 | 0.48% | 12,982 | -180 | -1.4% | -$9,360 | 减仓 |
| DXJ | WISDOMTREE TR | $65.24万 | 0.46% | 3,629 | -66 | -1.8% | -$1.19万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $62.44万 | 0.44% | 1,731 | -16 | -0.9% | -$5,772 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $56.84万 | 0.40% | 11,250 | 515 | 4.8% | $2.60万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $56.49万 | 0.40% | 3,598 | -19 | -0.5% | -$2,983 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $52.31万 | 0.37% | 955 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $50.41万 | 0.36% | 9,089 | -1,302 | -12.5% | -$7.22万 | 减仓 |
| CLIP | GLOBAL X FDS | $48.23万 | 0.34% | 4,818 | -22 | -0.5% | -$2,202 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.36万 | 0.33% | 5,797 | -711 | -10.9% | -$5.81万 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.02万 | 0.32% | 2,678 | 4 | 0.1% | $672 | 加仓 |
| EFAV | ISHARES TR | $43.48万 | 0.31% | 4,870 | -47 | -1.0% | -$4,196 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $32.75万 | 0.23% | 13,120 | 13,120 | — | $32.75万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.69万 | 0.23% | 7,792 | -1,063 | -12.0% | -$4.46万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $31.96万 | 0.23% | 6,287 | -30 | -0.5% | -$1,525 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $25.28万 | 0.18% | 9,655 | 216 | 2.3% | $5,655 | 加仓 |
| EBND | SPDR SERIES TRUST | $22.75万 | 0.16% | 10,871 | -187 | -1.7% | -$3,914 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $22.57万 | 0.16% | 4,473 | -66 | -1.5% | -$3,330 | 减仓 |
| IWN | ISHARES TR | $21.33万 | 0.15% | 962 | -13 | -1.3% | -$2,883 | 减仓 |