13F 机构持仓

MOKAN Wealth Management Inc.

OVERLAND PARK KS · SEC CIK 0002053727

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q2 申报市值
95持仓数
41.4%前十大占比 · 第一大 5.9%
16 / 31新建仓 / 清仓
申报市值走势$2.62亿2026Q2
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

VGSH 5.9%
BIL 5.9%
BILS 5.5%
BRK/B 4.0%
WMT 3.8%
AVGO 3.8%
NVDA 3.5%
AAPL 3.3%
AMZN 3.0%
MSFT 2.6%

2026Q2 买入最多 按季末市值估算

WMT 加仓+$218.82万
MSFT 加仓+$128.28万
ABBV 加仓+$117.50万
HD 加仓+$115.37万
BRK/B 加仓+$114.49万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$192.98万
MU 减仓-$161.50万
FLEX 减仓-$131.99万
YUM 清仓-$74.16万
AON 清仓-$71.13万

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
VGSH VANGUARD SCOTTSDALE FDS $1,552.57万5.93%266,768 17,8537.2% $103.90万 加仓
BIL SPDR SERIES TRUST $1,536.15万5.87%167,624 11,1067.1% $101.78万 加仓
BILS SPDR SERIES TRUST $1,446.41万5.53%145,546 10,1907.5% $101.27万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,059.21万4.05%21,168 2,28812.1% $114.49万 加仓
WMT WALMART INC $1,002.40万3.83%88,501 19,31927.9% $218.82万 加仓
AVGO BROADCOM INC $987.11万3.77%26,135 4301.7% $16.24万 加仓
NVDA NVIDIA CORPORATION $908.61万3.47%45,405 2,2465.2% $44.95万 加仓
AAPL APPLE INC $866.22万3.31%29,941 2,6259.6% $75.94万 加仓
AMZN AMAZON COM INC $788.16万3.01%33,060 4,22614.7% $100.75万 加仓
MSFT MICROSOFT CORP $692.45万2.65%18,563 3,43922.7% $128.28万 加仓
MU MICRON TECHNOLOGY INC $642.98万2.46%5,566 -1,398-20.1% -$161.50万 减仓
MRK MERCK & CO INC $629.49万2.40%48,990 6,04814.1% $77.71万 加仓
JPM JPMORGAN CHASE & CO $604.45万2.31%18,467 3,03819.7% $99.44万 加仓
ABBV ABBVIE INC $599.95万2.29%23,835 4,66824.4% $117.50万 加仓
GOOG ALPHABET INC $514.34万1.97%14,549 -1,516-9.4% -$53.59万 减仓
LLY ELI LILLY & CO $505.11万1.93%4,208 1293.2% $15.48万 加仓
AMAT APPLIED MATLS INC $471.27万1.80%6,519 4687.7% $33.83万 加仓
CAT CATERPILLAR INC $470.21万1.80%4,406 1202.8% $12.81万 加仓
LRCX LAM RESEARCH CORP $461.60万1.76%10,653 -37-0.3% -$1.60万 减仓
HD HOME DEPOT INC $454.30万1.74%12,892 3,27434.0% $115.37万 加仓
COST COSTCO WHOLESALE CORPORATION $453.37万1.73%4,859 1,20132.8% $112.06万 加仓
AMD ADVANCED MICRO DEVICES INC $446.50万1.71%7,677 -3,318-30.2% -$192.98万 减仓
— EXXON MOBIL CORP $443.54万1.69%32,444 5,34819.7% $73.11万 加仓
MCD MCDONALDS CORP $432.67万1.65%16,005 3,74330.5% $101.19万 加仓
GE GE AEROSPACE $426.35万1.63%11,413 2,92834.5% $109.38万 加仓
COP CONOCOPHILLIPS $414.63万1.58%39,883 6,48319.4% $67.40万 加仓
DE DEERE & CO $413.59万1.58%6,528 1,73436.2% $109.86万 加仓
VIG VANGUARD SPECIALIZED FUNDS $363.20万1.39%15,351 5683.8% $13.44万 加仓
GOOGL ALPHABET INC $362.31万1.38%10,139 2,84839.1% $101.77万 加仓
SCHD SCHWAB STRATEGIC TR $355.54万1.36%112,118 1,6491.5% $5.23万 加仓
VTV VANGUARD INDEX FDS $333.63万1.27%15,301 4413.0% $9.62万 加仓
META META PLATFORMS INC $314.25万1.20%5,573 1,91752.4% $108.10万 加仓
NFLX NETFLIX INC. $240.27万0.92%33,648 10,48045.2% $74.83万 加仓
VUG VANGUARD INDEX FDS $232.36万0.89%26,975 1,3135.1% $11.31万 加仓
VOO VANGUARD INDEX FDS $209.47万0.80%3,052 2348.3% $16.06万 加仓
VYM VANGUARD WHITEHALL FDS $202.88万0.78%12,848 3342.7% $5.27万 加仓
JNJ JOHNSON & JOHNSON $149.21万0.57%5,872 1,76242.9% $44.77万 加仓
TSLA TESLA INC $148.19万0.57%3,520 1,75499.3% $73.84万 加仓
PG PROCTER & GAMBLE CO $147.89万0.57%10,087 -838-7.7% -$12.29万 减仓
SNA SNAP ON INC $131.57万0.50%3,266 -528-13.9% -$21.27万 减仓
GILD GILEAD SCIENCES INC $131.49万0.50%10,399 4,92089.8% $62.21万 加仓
ITW ILLINOIS TOOL WKS INC $127.60万0.49%4,718 -368-7.2% -$9.95万 减仓
PEP PEPSICO INC $127.31万0.49%9,407 4955.6% $6.70万 加仓
AOS SMITH A O CORP $122.55万0.47%19,538 1,2807.0% $8.03万 加仓
PAYX PAYCHEX INC $122.35万0.47%12,441 4,52357.1% $44.48万 加仓
TROW PRICE T ROWE GROUP INC $121.16万0.46%10,661 2,82636.1% $32.12万 加仓
KMB KIMBERLY-CLARK CORP $117.74万0.45%10,719 4,23165.2% $46.47万 加仓
RTX RTX CORPORATION $112.93万0.43%5,952 250.4% $4,743 加仓
PGR PROGRESSIVE CORP $111.26万0.43%5,097 5,097— $111.26万 新建仓
GIS GENERAL MILLS INC $107.32万0.41%30,839 15,11896.2% $52.61万 加仓
AVY AVERY DENNISON CORP $106.76万0.41%6,576 2,92880.3% $47.54万 加仓
KHC KRAFT HEINZ CO $105.54万0.40%44,682 15,84855.0% $37.43万 加仓
CL COLGATE PALMOLIVE CO $105.52万0.40%11,505 4,35660.9% $39.95万 加仓
MO ALTRIA GROUP INC $102.61万0.39%14,264 4,07340.0% $29.30万 加仓
EOG EOG RES INC $101.69万0.39%7,845 -3,176-28.8% -$41.17万 减仓
CMCSA COMCAST CORP NEW $101.57万0.39%41,375 19,06585.5% $46.80万 加仓
VICI VICI PPTYS INC $96.49万0.37%36,345 13,55859.5% $35.99万 加仓
VZ VERIZON COMMUNICATIONS INC $96.02万0.37%22,680 7,94153.9% $33.62万 加仓
CF CF INDUSTRIES HOLD $90.51万0.35%8,361 2,07633.0% $22.47万 加仓
CME CME GROUP INC $90.31万0.35%4,090 -474-10.4% -$10.47万 减仓
INTC INTEL CORP $88.55万0.34%6,347 6,347— $88.55万 新建仓
CBOE CBOE GLOBAL MKTS INC $83.84万0.32%3,455 -1,497-30.2% -$36.33万 减仓
ACN ACCENTURE PLC IRELAND $77.31万0.30%6,210 -507-7.5% -$6.31万 减仓
VGT VANGUARD WORLD FD $76.03万0.29%6,360 -920-12.6% -$11.00万 减仓
CSCO CISCO SYS INC $72.42万0.28%6,166 6,166— $72.42万 新建仓
ABT ABBOTT LABORATORIES $71.76万0.27%7,912 -5,449-40.8% -$49.42万 减仓
NEE NEXTERA ENERGY INC $66.50万0.25%7,578 2,89361.8% $25.39万 加仓
KO COCA COLA CO $62.85万0.24%7,732 -97-1.2% -$7,885 减仓
PANW PALO ALTO NETWORKS INC $61.22万0.23%1,795 -144-7.4% -$4.91万 重新持有
VXUS VANGUARD STAR FDS $60.68万0.23%7,098 2533.7% $2.16万 加仓
TMUS T-MOBILE US INC $57.99万0.22%3,457 1,50877.4% $25.30万 加仓
DY DYCOM INDS INC $54.90万0.21%1,087 -22-2.0% -$1.11万 减仓
CRWD CROWDSTRIKE HLDGS INC $50.63万0.19%663 663— $50.63万 新建仓
GRMN GARMIN LTD $48.67万0.19%2,049 2,049— $48.67万 新建仓
KLAC KLA CORP $47.06万0.18%1,555 1,555— $47.06万 新建仓
VTI VANGUARD INDEX FDS $45.04万0.17%1,217 30.2% $1,110 加仓
PLTR PALANTIR TECHNOLOGIES INC $36.19万0.14%3,106 3,106— $36.19万 新建仓
TXN TEXAS INSTRS INC $35.56万0.14%1,186 1,186— $35.56万 新建仓
CVX CHEVRON CORPORATION $34.20万0.13%2,064 211.0% $3,480 加仓
LIN LINDE PLC $32.89万0.13%632 632— $32.89万 新建仓
MRVL MARVELL TECHNOLOGY INC $32.68万0.12%1,093 1,093— $32.68万 新建仓
AMGN AMGEN INC $32.67万0.12%905 905— $32.67万 新建仓
QCOM QUALCOMM INC $30.32万0.12%1,645 1,645— $30.32万 新建仓
UNH UNITEDHEALTH GROUP INC $30.13万0.12%727 -58-7.4% -$2.40万 减仓
CRH CRH PLC $29.81万0.11%2,786 -3,802-57.7% -$40.68万 减仓
FLEX FLEX LTD $26.37万0.10%1,628 -8,149-83.3% -$131.99万 减仓
ADI ANALOG DEVICES INC $26.05万0.10%656 656— $26.05万 新建仓
BA BOEING CO $25.59万0.10%1,182 00.0% — 不变
V VISA INC $25.24万0.10%734 -1,945-72.6% -$66.88万 减仓
HRB BLOCK H & R INC $24.50万0.09%6,434 831.3% $3,161 加仓
MA MASTERCARD INCORPORATED $23.75万0.09%463 463— $23.75万 新建仓
SCHF SCHWAB STRATEGIC TR $23.75万0.09%8,572 510.6% $1,413 加仓
LOW LOWES COS INC $23.57万0.09%1,070 50.5% $1,101 加仓
PM PHILIP MORRIS INTL INC $21.87万0.08%1,211 1,211— $21.87万 新建仓
BAC BANK OF AMER CORP $20.63万0.08%3,620 3,620— $20.63万 新建仓
YUM YUM BRANDS INC $00.00%0 -4,774-100.0% -$74.16万 清仓
AON AON PLC $00.00%0 -2,202-100.0% -$71.13万 清仓
MCO MOODYS CORP $00.00%0 -1,612-100.0% -$70.31万 清仓
FOXA FOX CORP $00.00%0 -11,938-100.0% -$69.72万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -33,396-100.0% -$69.34万 清仓