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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $1,457.14万 | 6.45% | 248,915 | 6,685 | 2.8% | $39.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,434.37万 | 6.35% | 156,518 | 3,442 | 2.2% | $31.54万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,345.98万 | 5.96% | 135,356 | 5,465 | 4.2% | $54.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $904.10万 | 4.00% | 18,880 | 720 | 4.0% | $34.48万 | 加仓 |
| WMT | WALMART INC | $859.80万 | 3.81% | 69,182 | 9,872 | 16.6% | $122.69万 | 加仓 |
| AVGO | BROADCOM INC | $795.41万 | 3.52% | 25,705 | -1,103 | -4.1% | -$34.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $752.70万 | 3.33% | 43,159 | 18,696 | 76.4% | $326.06万 | 加仓 |
| AAPL | APPLE INC | $692.93万 | 3.07% | 27,316 | 1,300 | 5.0% | $32.98万 | 加仓 |
| AMZN | AMAZON COM INC | $600.56万 | 2.66% | 28,834 | 5,004 | 21.0% | $104.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $560.17万 | 2.48% | 15,124 | 1,443 | 10.5% | $53.45万 | 加仓 |
| MRK | MERCK & CO INC | $516.54万 | 2.29% | 42,942 | -3,213 | -7.0% | -$38.65万 | 减仓 |
| GOOG | ALPHABET INC | $460.80万 | 2.04% | 16,065 | 2,670 | 19.9% | $76.58万 | 加仓 |
| — | EXXON MOBIL CORP | $459.63万 | 2.03% | 27,096 | 21,193 | 359.0% | $359.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $453.70万 | 2.01% | 15,429 | 4,374 | 39.6% | $128.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $440.90万 | 1.95% | 33,400 | -6,997 | -17.3% | -$92.37万 | 减仓 |
| ABBV | ABBVIE INC | $416.67万 | 1.84% | 19,167 | -1,162 | -5.7% | -$25.26万 | 减仓 |
| MCD | MCDONALDS CORP | $381.12万 | 1.69% | 12,262 | -3,039 | -19.9% | -$94.46万 | 减仓 |
| LLY | ELI LILLY & CO | $375.79万 | 1.66% | 4,079 | 4,079 | — | $375.79万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $365.09万 | 1.62% | 3,658 | -584 | -13.8% | -$58.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $338.92万 | 1.50% | 110,469 | -9,671 | -8.0% | -$29.67万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $317.67万 | 1.41% | 14,783 | 4,939 | 50.2% | $106.13万 | 加仓 |
| HD | HOME DEPOT INC | $316.25万 | 1.40% | 9,618 | 1,223 | 14.6% | $40.21万 | 加仓 |
| CAT | CATERPILLAR INC | $303.56万 | 1.34% | 4,286 | 3,792 | 767.6% | $268.57万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $291.74万 | 1.29% | 14,860 | -5,228 | -26.0% | -$102.64万 | 减仓 |
| DE | DEERE & CO | $269.63万 | 1.19% | 4,794 | 4,794 | — | $269.63万 | 新建仓 |
| GE | GE AEROSPACE | $240.79万 | 1.07% | 8,485 | 8,485 | — | $240.79万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $235.16万 | 1.04% | 6,964 | 5,904 | 557.0% | $199.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $228.57万 | 1.01% | 10,690 | 10,690 | — | $228.57万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $223.61万 | 0.99% | 10,995 | 10,995 | — | $223.61万 | 新建仓 |
| NFLX | NETFLIX INC. | $222.72万 | 0.99% | 23,168 | 23,168 | — | $222.72万 | 新建仓 |
| GOOGL | ALPHABET INC | $209.87万 | 0.93% | 7,291 | 601 | 9.0% | $17.30万 | 加仓 |
| META | META PLATFORMS INC | $209.65万 | 0.93% | 3,656 | 3,265 | 835.0% | $187.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $206.73万 | 0.92% | 6,051 | 6,051 | — | $206.73万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $186.95万 | 0.83% | 4,277 | -19,095 | -81.7% | -$834.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $185.34万 | 0.82% | 12,514 | 324 | 2.7% | $4.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $168.04万 | 0.74% | 2,818 | 28 | 1.0% | $1.67万 | 加仓 |
| EOG | EOG RES INC | $159.32万 | 0.71% | 11,021 | -7,064 | -39.1% | -$102.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $157.84万 | 0.70% | 10,925 | -5,364 | -32.9% | -$77.50万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $139.35万 | 0.62% | 4,952 | -2,906 | -37.0% | -$81.77万 | 减仓 |
| PEP | PEPSICO INC | $138.34万 | 0.61% | 8,912 | -4,507 | -33.6% | -$69.96万 | 减仓 |
| SNA | SNAP ON INC | $137.68万 | 0.61% | 3,794 | -2,052 | -35.1% | -$74.47万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $137.18万 | 0.61% | 13,361 | -15,492 | -53.7% | -$159.06万 | 减仓 |
| CME | CME GROUP INC | $134.83万 | 0.60% | 4,564 | -2,580 | -36.1% | -$76.22万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $133.20万 | 0.59% | 6,717 | -605 | -8.3% | -$12.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $132.27万 | 0.59% | 5,086 | -2,904 | -36.3% | -$75.53万 | 减仓 |
| AOS | SMITH A O CORP | $120.39万 | 0.53% | 18,258 | -1,501 | -7.6% | -$9.90万 | 减仓 |
| RTX | RTX CORPORATION | $114.35万 | 0.51% | 5,927 | 18 | 0.3% | $3,473 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $100.49万 | 0.44% | 4,110 | -6,321 | -60.6% | -$154.55万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $81.58万 | 0.36% | 6,285 | -1,459 | -18.8% | -$18.94万 | 减仓 |
| V | VISA INC | $81.00万 | 0.36% | 2,679 | -1,688 | -38.7% | -$51.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $76.30万 | 0.34% | 5,479 | -357 | -6.1% | -$4.97万 | 减仓 |
| YUM | YUM BRANDS INC | $74.16万 | 0.33% | 4,774 | -4,537 | -48.7% | -$70.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.97万 | 0.33% | 14,739 | -1,522 | -9.4% | -$7.64万 | 减仓 |
| PAYX | PAYCHEX INC | $72.97万 | 0.32% | 7,918 | -4,328 | -35.3% | -$39.89万 | 减仓 |
| AON | AON PLC | $71.13万 | 0.31% | 2,202 | -1,698 | -43.5% | -$54.85万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $70.61万 | 0.31% | 7,835 | 1,353 | 20.9% | $12.19万 | 加仓 |
| MCO | MOODYS CORP | $70.31万 | 0.31% | 1,612 | -1,157 | -41.8% | -$50.47万 | 减仓 |
| FOXA | FOX CORP | $69.72万 | 0.31% | 11,938 | 2,785 | 30.4% | $16.27万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $69.34万 | 0.31% | 33,396 | 26,908 | 414.7% | $55.87万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $69.31万 | 0.31% | 3,190 | 3,190 | — | $69.31万 | 新建仓 |
| CRH | CRH PLC | $69.25万 | 0.31% | 6,588 | 1,659 | 33.7% | $17.44万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $67.83万 | 0.30% | 11,053 | -5,640 | -33.8% | -$34.61万 | 减仓 |
| MO | ALTRIA GROUP INC | $67.22万 | 0.30% | 10,191 | -435 | -4.1% | -$2.87万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $67.04万 | 0.30% | 1,131 | 583 | 106.4% | $34.56万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $66.78万 | 0.30% | 4,223 | -3,220 | -43.3% | -$50.92万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.30万 | 0.29% | 3,264 | -1,813 | -35.7% | -$36.83万 | 减仓 |
| ZTS | ZOETIS INC | $65.84万 | 0.29% | 5,560 | -5,022 | -47.5% | -$59.47万 | 减仓 |
| TSLA | TESLA INC | $65.63万 | 0.29% | 1,766 | -4 | -0.2% | -$1,487 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $65.15万 | 0.29% | 6,995 | 3,569 | 104.2% | $33.24万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $65.05万 | 0.29% | 3,752 | 3,752 | — | $65.05万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $64.84万 | 0.29% | 28,834 | 3,837 | 15.3% | $8.63万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $64.05万 | 0.28% | 22,310 | -249 | -1.1% | -$7,149 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $64.00万 | 0.28% | 9,777 | 4,756 | 94.7% | $31.13万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $63.76万 | 0.28% | 7,929 | 4,709 | 146.2% | $37.87万 | 加仓 |
| VGT | VANGUARD WORLD FD | $63.53万 | 0.28% | 910 | -17,613 | -95.1% | -$1,229.54万 | 减仓 |
| AVY | AVERY DENNISON CORP | $62.86万 | 0.28% | 3,648 | -7,477 | -67.2% | -$128.83万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $62.85万 | 0.28% | 1,755 | -1,313 | -42.8% | -$47.02万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $62.61万 | 0.28% | 6,488 | 483 | 8.0% | $4.66万 | 加仓 |
| VICI | VICI PPTYS INC | $62.25万 | 0.28% | 22,787 | 1,276 | 5.9% | $3.49万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $60.93万 | 0.27% | 7,149 | -620 | -8.0% | -$5.28万 | 减仓 |
| AVT | AVNET INC | $60.60万 | 0.27% | 9,837 | 3,963 | 67.5% | $24.41万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $60.39万 | 0.27% | 4,585 | 2,642 | 136.0% | $34.80万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $60.25万 | 0.27% | 25,177 | 13,884 | 122.9% | $33.22万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $59.97万 | 0.27% | 542 | 248 | 84.4% | $27.44万 | 加仓 |
| EXEL | EXELIXIS INC | $59.73万 | 0.26% | 13,925 | 7,858 | 129.5% | $33.71万 | 加仓 |
| KO | COCA COLA CO | $59.53万 | 0.26% | 7,829 | -375 | -4.6% | -$2.85万 | 减仓 |
| LII | LENNOX INTL INC | $58.78万 | 0.26% | 1,271 | 1,271 | — | $58.78万 | 新建仓 |
| GIS | GENERAL MILLS INC | $58.51万 | 0.26% | 15,721 | 2,219 | 16.4% | $8.26万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $57.64万 | 0.26% | 36,667 | 1,238 | 3.5% | $1.95万 | 加仓 |
| CHWY | CHEWY INC | $56.28万 | 0.25% | 20,842 | 13,281 | 175.7% | $35.86万 | 加仓 |
| TOL | TOLL BROTHERS INC | $56.11万 | 0.25% | 4,110 | 1,998 | 94.6% | $27.27万 | 加仓 |
| RL | RALPH LAUREN CORP | $55.93万 | 0.25% | 1,627 | 885 | 119.3% | $30.42万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $55.44万 | 0.25% | 2,843 | 1,640 | 136.3% | $31.98万 | 加仓 |
| MMSI | MERIT MED SYS INC | $54.05万 | 0.24% | 7,844 | 4,623 | 143.5% | $31.86万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $52.78万 | 0.23% | 6,845 | 7 | 0.1% | $540 | 加仓 |
| TOST | TOAST INC | $52.70万 | 0.23% | 19,877 | 19,877 | — | $52.70万 | 新建仓 |
| PODD | INSULET CORP | $51.48万 | 0.23% | 2,453 | 1,537 | 167.8% | $32.26万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $49.09万 | 0.22% | 7,601 | 7,601 | — | $49.09万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $47.07万 | 0.21% | 2,493 | 1,295 | 108.1% | $24.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.49万 | 0.19% | 4,685 | 32 | 0.7% | $2,971 | 加仓 |