KMT WEALTH MANAGEMENT, LLC
HERMOSA BEACH CA · SEC CIK 0002058235
$1.84亿2026Q1 申报市值
17持仓数
99.0%前十大占比 · 第一大 50.8%
2 / 1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
VTI 加仓+$270.12万
VTEB 新建仓+$101.28万
SPY 加仓+$83.76万
IJR 加仓+$22.89万
SCHA 新建仓+$21.26万
2026Q1 卖出最多 按季末市值估算
TDTF 清仓-$31.67万
NVDA 减仓-$14.74万
AAPL 减仓-$8.88万
AVGO 减仓-$6.19万
MSFT 减仓-$5.18万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $9,349.62万 | 50.80% | 291,438 | 8,420 | 3.0% | $270.12万 | 加仓 |
| IVV | ISHARES TR | $6,539.09万 | 35.53% | 100,107 | 25 | 0.0% | $1.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $926.64万 | 5.03% | 120,171 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $643.45万 | 3.50% | 90,461 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $239.44万 | 1.30% | 4,007 | 315 | 8.5% | $18.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $215.52万 | 1.17% | 3,314 | 1,288 | 63.6% | $83.76万 | 加仓 |
| IJR | ISHARES TR | $104.21万 | 0.57% | 8,383 | 1,841 | 28.1% | $22.89万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $101.28万 | 0.55% | 20,300 | 20,300 | — | $101.28万 | 新建仓 |
| MSFT | MICROSOFT CORP | $54.93万 | 0.30% | 1,484 | -140 | -8.6% | -$5.18万 | 减仓 |
| AAPL | APPLE INC | $49.46万 | 0.27% | 1,949 | -350 | -15.2% | -$8.88万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.32万 | 0.19% | 10,286 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $29.59万 | 0.16% | 9,559 | -620 | -6.1% | -$1.92万 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.32万 | 0.14% | 6,187 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.50万 | 0.13% | 1,405 | -845 | -37.6% | -$14.74万 | 减仓 |
| AVGO | BROADCOM INC | $24.45万 | 0.13% | 790 | -200 | -20.2% | -$6.19万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.26万 | 0.12% | 7,311 | 7,311 | — | $21.26万 | 新建仓 |
| HD | HOME DEPOT INC | $20.42万 | 0.11% | 621 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | -13,214 | -100.0% | -$31.67万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |