MOKAN Wealth Management Inc.
OVERLAND PARK KS · SEC CIK 0002053727
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $414.63万 | 1.58% | 39,883 | 6,483 | 19.4% | $67.40万 | 加仓 |
| GE | GE AEROSPACE | $426.35万 | 1.63% | 11,413 | 2,928 | 34.5% | $109.38万 | 加仓 |
| MCD | MCDONALDS CORP | $432.67万 | 1.65% | 16,005 | 3,743 | 30.5% | $101.19万 | 加仓 |
| — | EXXON MOBIL CORP | $443.54万 | 1.69% | 32,444 | 5,348 | 19.7% | $73.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $446.50万 | 1.71% | 7,677 | -3,318 | -30.2% | -$192.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $453.37万 | 1.73% | 4,859 | 1,201 | 32.8% | $112.06万 | 加仓 |
| HD | HOME DEPOT INC | $454.30万 | 1.74% | 12,892 | 3,274 | 34.0% | $115.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $461.60万 | 1.76% | 10,653 | -37 | -0.3% | -$1.60万 | 减仓 |
| CAT | CATERPILLAR INC | $470.21万 | 1.80% | 4,406 | 120 | 2.8% | $12.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $471.27万 | 1.80% | 6,519 | 468 | 7.7% | $33.83万 | 加仓 |
| LLY | ELI LILLY & CO | $505.11万 | 1.93% | 4,208 | 129 | 3.2% | $15.48万 | 加仓 |
| GOOG | ALPHABET INC | $514.34万 | 1.97% | 14,549 | -1,516 | -9.4% | -$53.59万 | 减仓 |
| ABBV | ABBVIE INC | $599.95万 | 2.29% | 23,835 | 4,668 | 24.4% | $117.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $604.45万 | 2.31% | 18,467 | 3,038 | 19.7% | $99.44万 | 加仓 |
| MRK | MERCK & CO INC | $629.49万 | 2.40% | 48,990 | 6,048 | 14.1% | $77.71万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $642.98万 | 2.46% | 5,566 | -1,398 | -20.1% | -$161.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $692.45万 | 2.65% | 18,563 | 3,439 | 22.7% | $128.28万 | 加仓 |
| AMZN | AMAZON COM INC | $788.16万 | 3.01% | 33,060 | 4,226 | 14.7% | $100.75万 | 加仓 |
| AAPL | APPLE INC | $866.22万 | 3.31% | 29,941 | 2,625 | 9.6% | $75.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $908.61万 | 3.47% | 45,405 | 2,246 | 5.2% | $44.95万 | 加仓 |
| AVGO | BROADCOM INC | $987.11万 | 3.77% | 26,135 | 430 | 1.7% | $16.24万 | 加仓 |
| WMT | WALMART INC | $1,002.40万 | 3.83% | 88,501 | 19,319 | 27.9% | $218.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,059.21万 | 4.05% | 21,168 | 2,288 | 12.1% | $114.49万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,446.41万 | 5.53% | 145,546 | 10,190 | 7.5% | $101.27万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,536.15万 | 5.87% | 167,624 | 11,106 | 7.1% | $101.78万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,552.57万 | 5.93% | 266,768 | 17,853 | 7.2% | $103.90万 | 加仓 |