DKM Wealth Management, Inc.
STOCKTON CA · SEC CIK 0002055833
$1.39亿2026Q1 申报市值
77持仓数
68.2%前十大占比 · 第一大 14.7%
4 / 2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
GRNJ 加仓+$248.06万
TRUST FOR PROFES 加仓+$148.65万
TLT 加仓+$134.04万
GRNY 加仓+$103.28万
ACWX 加仓+$47.50万
2026Q1 卖出最多 按季末市值估算
TCAF 减仓-$99.54万
IWM 减仓-$21.25万
JOET 减仓-$20.62万
A 清仓-$20.38万
DLY 清仓-$15.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,498 | -100.0% | -$20.38万 | 清仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $0 | 0.00% | 0 | -10,556 | -100.0% | -$15.35万 | 清仓 |
| — | SRX HEALTH SOLUTIONS INC. | $1,290 | 0.00% | 10,000 | 10,000 | — | $1,290 | 新建仓 |
| — | DATAVAULT AI INC | $6,183 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $1.32万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $1.52万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ZEVIA PBC | $1.52万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $1.53万 | 0.01% | 27,665 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $1.70万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP 看涨期权 | $2.14万 | 0.02% | 8,000 | 8,000 | — | $2.14万 | 新建仓 |
| PLUG | PLUG PWR INC | $2.26万 | 0.02% | 10,000 | 10,000 | — | $2.26万 | 新建仓 |
| LAES | SEALSQ CORP | $2.62万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $3.49万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $6.00万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $7.30万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $8.51万 | 0.06% | 10,300 | -1,000 | -8.8% | -$8,260 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8.77万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| TTI | TETRA TECHNOLOGIES INC DEL | $8.95万 | 0.06% | 10,500 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & I | $10.15万 | 0.07% | 12,000 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $11.24万 | 0.08% | 24,011 | 6,771 | 39.3% | $3.17万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $16.88万 | 0.12% | 18,000 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $17.35万 | 0.13% | 13,481 | -880 | -6.1% | -$1.13万 | 减仓 |
| BIZD | VANECK ETF TRUST | $20.35万 | 0.15% | 15,900 | -6,500 | -29.0% | -$8.32万 | 减仓 |
| B | BARRICK MNG CORP | $20.39万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $22.25万 | 0.16% | 11,251 | -607 | -5.1% | -$1.20万 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $22.34万 | 0.16% | 83,677 | 1,623 | 2.0% | $4,333 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $24.14万 | 0.17% | 6,076 | 0 | 0.0% | — | 不变 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $24.82万 | 0.18% | 4,001 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $25.01万 | 0.18% | 7,297 | 60 | 0.8% | $2,057 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.41万 | 0.18% | 530 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $26.01万 | 0.19% | 23,002 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $26.41万 | 0.19% | 23,500 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $26.61万 | 0.19% | 2,412 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $26.79万 | 0.19% | 3,020 | -1,251 | -29.3% | -$11.10万 | 减仓 |
| SII | SPROTT INC | $28.58万 | 0.21% | 2,000 | 2,000 | — | $28.58万 | 新建仓 |
| IEFA | ISHARES TR | $30.11万 | 0.22% | 3,326 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $30.32万 | 0.22% | 3,250 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS ETF TR II | $31.11万 | 0.22% | 7,771 | -5,151 | -39.9% | -$20.62万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $34.66万 | 0.25% | 9,554 | 3,884 | 68.5% | $14.09万 | 加仓 |
| GLD | SPDR GOLD TR | $35.63万 | 0.26% | 828 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $37.06万 | 0.27% | 34,001 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $37.42万 | 0.27% | 654 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.25万 | 0.29% | 7,446 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $41.42万 | 0.30% | 585 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.73万 | 0.30% | 1,478 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $42.45万 | 0.31% | 3,415 | -315 | -8.4% | -$3.92万 | 减仓 |
| IEF | ISHARES TR | $44.88万 | 0.32% | 4,702 | -126 | -2.6% | -$1.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.20万 | 0.33% | 15,060 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $48.57万 | 0.35% | 1,312 | 18 | 1.4% | $6,664 | 加仓 |
| — | TIDAL TRUST III | $48.77万 | 0.35% | 25,600 | 11,060 | 76.1% | $21.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $52.64万 | 0.38% | 881 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $57.88万 | 0.42% | 2,334 | -857 | -26.9% | -$21.25万 | 减仓 |
| OEF | ISHARES TR | $58.12万 | 0.42% | 1,827 | -120 | -6.2% | -$3.82万 | 减仓 |
| WFC | WELLS FARGO & CO | $61.06万 | 0.44% | 7,669 | 51 | 0.7% | $4,060 | 加仓 |
| NVDA | NVIDIA CORPORATION | $81.06万 | 0.58% | 4,648 | 15 | 0.3% | $2,616 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $98.52万 | 0.71% | 1,630 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $102.68万 | 0.74% | 2,762 | 20 | 0.7% | $7,435 | 加仓 |
| AMZN | AMAZON COM INC | $107.11万 | 0.77% | 5,143 | 20 | 0.4% | $4,165 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.37万 | 0.78% | 16,911 | 15 | 0.1% | $961 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $113.33万 | 0.82% | 1,743 | 22 | 1.3% | $1.43万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $126.82万 | 0.91% | 34,584 | 6,922 | 25.0% | $25.38万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $165.90万 | 1.20% | 142,401 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $170.35万 | 1.23% | 24,880 | 6,937 | 38.7% | $47.50万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $252.98万 | 1.82% | 212,592 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $263.82万 | 1.90% | 30,432 | 15,462 | 103.3% | $134.04万 | 加仓 |
| — | RBB FUND TRUST | $302.21万 | 2.18% | 220,272 | 21,388 | 10.8% | $29.34万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $346.16万 | 2.50% | 125,581 | 3,022 | 2.5% | $8.33万 | 加仓 |
| GRNJ | TIDAL TRUST III | $459.01万 | 3.31% | 183,532 | 99,186 | 117.6% | $248.06万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $462.54万 | 3.33% | 182,678 | 58,708 | 47.4% | $148.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $470.60万 | 3.39% | 14,669 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $470.75万 | 3.39% | 8,156 | 19 | 0.2% | $1.10万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $548.51万 | 3.95% | 72,737 | 275 | 0.4% | $2.07万 | 加仓 |
| AAPL | APPLE INC | $582.47万 | 4.20% | 22,951 | 66 | 0.3% | $1.67万 | 加仓 |
| ITOT | ISHARES TR | $700.00万 | 5.05% | 49,147 | 578 | 1.2% | $8.23万 | 加仓 |
| IVV | ISHARES TR | $740.79万 | 5.34% | 11,341 | 305 | 2.8% | $19.92万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,145.17万 | 8.26% | 479,752 | 43,269 | 9.9% | $103.28万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $1,363.01万 | 9.83% | 382,975 | -27,968 | -6.8% | -$99.54万 | 减仓 |
| — | SOURCE CAPITAL | $1,396.31万 | 10.07% | 301,449 | 6,587 | 2.2% | $30.51万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $2,039.60万 | 14.70% | 964,573 | 11,581 | 1.2% | $24.49万 | 加仓 |