MOKAN Wealth Management Inc.
OVERLAND PARK KS · SEC CIK 0002053727
$2.26亿2026Q1 申报市值
109持仓数
41.6%前十大占比 · 第一大 6.4%
12 / 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
LLY 新建仓+$375.79万
EXXON MOBIL CORP 加仓+$359.49万
NVDA 加仓+$326.06万
DE 新建仓+$269.63万
CAT 加仓+$268.57万
2026Q1 卖出最多 按季末市值估算
VGT 减仓-$1,229.54万
VUG 减仓-$834.64万
ABT 减仓-$159.06万
JNJ 减仓-$154.55万
GWW 清仓-$136.47万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $440.90万 | 1.95% | 33,400 | -6,997 | -17.3% | -$92.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $453.70万 | 2.01% | 15,429 | 4,374 | 39.6% | $128.62万 | 加仓 |
| — | EXXON MOBIL CORP | $459.63万 | 2.03% | 27,096 | 21,193 | 359.0% | $359.49万 | 加仓 |
| GOOG | ALPHABET INC | $460.80万 | 2.04% | 16,065 | 2,670 | 19.9% | $76.58万 | 加仓 |
| MRK | MERCK & CO INC | $516.54万 | 2.29% | 42,942 | -3,213 | -7.0% | -$38.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $560.17万 | 2.48% | 15,124 | 1,443 | 10.5% | $53.45万 | 加仓 |
| AMZN | AMAZON COM INC | $600.56万 | 2.66% | 28,834 | 5,004 | 21.0% | $104.22万 | 加仓 |
| AAPL | APPLE INC | $692.93万 | 3.07% | 27,316 | 1,300 | 5.0% | $32.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $752.70万 | 3.33% | 43,159 | 18,696 | 76.4% | $326.06万 | 加仓 |
| AVGO | BROADCOM INC | $795.41万 | 3.52% | 25,705 | -1,103 | -4.1% | -$34.13万 | 减仓 |
| WMT | WALMART INC | $859.80万 | 3.81% | 69,182 | 9,872 | 16.6% | $122.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $904.10万 | 4.00% | 18,880 | 720 | 4.0% | $34.48万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,345.98万 | 5.96% | 135,356 | 5,465 | 4.2% | $54.34万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,434.37万 | 6.35% | 156,518 | 3,442 | 2.2% | $31.54万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,457.14万 | 6.45% | 248,915 | 6,685 | 2.8% | $39.13万 | 加仓 |