KMT WEALTH MANAGEMENT, LLC
HERMOSA BEACH CA · SEC CIK 0002058235
$1.18亿2026Q2 申报市值
121持仓数
42.6%前十大占比 · 第一大 12.1%
113 / 10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
ITW 新建仓+$1,433.79万
NVDA 加仓+$733.18万
AAPL 加仓+$721.46万
SPYM 新建仓+$543.81万
AMZN 重新持有+$324.43万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$1.07亿
IVV 减仓-$7,477.38万
VXUS 清仓-$926.64万
DIMENSIONAL ETF 清仓-$643.45万
SPY 清仓-$215.52万
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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $1,433.79万 | 12.13% | 53,011 | 53,011 | — | $1,433.79万 | 新建仓 |
| AAPL | APPLE INC | $777.86万 | 6.58% | 26,882 | 24,933 | 1,279.3% | $721.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $761.29万 | 6.44% | 38,047 | 36,642 | 2,608.0% | $733.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $543.81万 | 4.60% | 61,881 | 61,881 | — | $543.81万 | 新建仓 |
| AMZN | AMAZON COM INC | $346.02万 | 2.93% | 14,518 | 13,612 | 1,502.4% | $324.43万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $264.38万 | 2.24% | 7,134 | 7,134 | — | $264.38万 | 新建仓 |
| GOOGL | ALPHABET INC | $255.13万 | 2.16% | 7,139 | 7,139 | — | $255.13万 | 新建仓 |
| TSLA | TESLA INC | $238.19万 | 2.02% | 5,663 | 5,663 | — | $238.19万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $208.37万 | 1.76% | 147,781 | 147,781 | — | $208.37万 | 新建仓 |
| — | INTENSITY THERAPEUTICS INC | $203.56万 | 1.72% | 496,493 | 496,493 | — | $203.56万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $190.55万 | 1.61% | 11,217 | 11,217 | — | $190.55万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $190.07万 | 1.61% | 106,305 | 106,305 | — | $190.07万 | 新建仓 |
| ASML | ASML HLDG NV | $186.01万 | 1.57% | 935 | 935 | — | $186.01万 | 新建仓 |
| REMX | VANECK ETF TRUST | $167.87万 | 1.42% | 18,969 | 18,969 | — | $167.87万 | 新建仓 |
| META | META PLATFORMS INC | $164.10万 | 1.39% | 2,913 | 2,913 | — | $164.10万 | 新建仓 |
| MSFT | MICROSOFT CORP | $163.61万 | 1.38% | 4,386 | 2,902 | 195.6% | $108.25万 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $162.86万 | 1.38% | 2,391,091 | 2,391,091 | — | $162.86万 | 新建仓 |
| — | ALZAMEND NEURO INC | $159.49万 | 1.35% | 1,329,100 | 1,329,100 | — | $159.49万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $157.93万 | 1.34% | 14,647 | 14,647 | — | $157.93万 | 新建仓 |
| INTC | INTEL CORP | $152.47万 | 1.29% | 10,920 | 10,920 | — | $152.47万 | 新建仓 |
| — | OFFERPAD SOLUTIONS INC | $149.98万 | 1.27% | 303,595 | 303,595 | — | $149.98万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $143.33万 | 1.21% | 9,070 | 9,070 | — | $143.33万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $126.87万 | 1.07% | 2,184 | 2,184 | — | $126.87万 | 新建仓 |
| ARTY | ISHARES TR | $125.71万 | 1.06% | 16,506 | 16,506 | — | $125.71万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $124.90万 | 1.06% | 6,556 | 6,556 | — | $124.90万 | 新建仓 |
| FTNT | FORTINET INC | $124.66万 | 1.05% | 8,115 | 8,115 | — | $124.66万 | 新建仓 |
| WMT | WALMART INC | $121.59万 | 1.03% | 10,736 | 10,736 | — | $121.59万 | 新建仓 |
| SHLD | GLOBAL X FDS | $120.02万 | 1.02% | 20,100 | 20,100 | — | $120.02万 | 新建仓 |
| USAR | USA RARE EARTH INC | $119.48万 | 1.01% | 55,365 | 55,365 | — | $119.48万 | 新建仓 |
| CRML | CRITICAL METALS CORP | $107.39万 | 0.91% | 104,770 | 104,770 | — | $107.39万 | 新建仓 |
| AIQ | GLOBAL X FDS | $106.16万 | 0.90% | 16,180 | 16,180 | — | $106.16万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $105.02万 | 0.89% | 1,529 | -2,478 | -61.8% | -$170.20万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $103.17万 | 0.87% | 3,621 | 3,621 | — | $103.17万 | 新建仓 |
| GOOG | ALPHABET INC | $97.01万 | 0.82% | 2,746 | 2,746 | — | $97.01万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $96.90万 | 0.82% | 1,902 | 1,902 | — | $96.90万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $96.64万 | 0.82% | 11,922 | 11,922 | — | $96.64万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $96.33万 | 0.82% | 36,504 | 36,504 | — | $96.33万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.92万 | 0.77% | 1,817 | 1,817 | — | $90.92万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $90.22万 | 0.76% | 5,456 | 5,456 | — | $90.22万 | 新建仓 |
| CAT | CATERPILLAR INC | $88.33万 | 0.75% | 829 | 829 | — | $88.33万 | 新建仓 |
| — | ASHFORD HOSPITALITY TR INC | $84.89万 | 0.72% | 262,020 | 262,020 | — | $84.89万 | 新建仓 |
| ABBV | ABBVIE INC | $79.98万 | 0.68% | 3,178 | 3,178 | — | $79.98万 | 新建仓 |
| MP | MP MATERIALS CORP | $79.67万 | 0.67% | 14,225 | 14,225 | — | $79.67万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $77.21万 | 0.65% | 6,489 | 6,489 | — | $77.21万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $75.96万 | 0.64% | 5,059 | 5,059 | — | $75.96万 | 新建仓 |
| NFLX | NETFLIX INC. | $71.49万 | 0.60% | 10,013 | 10,013 | — | $71.49万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $70.28万 | 0.59% | 2,061 | 2,061 | — | $70.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.80万 | 0.53% | 1,315 | 1,315 | — | $62.80万 | 新建仓 |
| UMAC | UNUSUAL MACHS INC | $61.75万 | 0.52% | 27,690 | 27,690 | — | $61.75万 | 新建仓 |
| AVGO | BROADCOM INC | $60.08万 | 0.51% | 1,590 | 800 | 101.3% | $30.23万 | 加仓 |
| AEE | AMEREN CORP | $59.46万 | 0.50% | 5,260 | 5,260 | — | $59.46万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $59.05万 | 0.50% | 8,566 | 8,566 | — | $59.05万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $58.98万 | 0.50% | 1,052 | 1,052 | — | $58.98万 | 新建仓 |
| — | SPDR SERIES TRUST | $57.79万 | 0.49% | 5,143 | 5,143 | — | $57.79万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $57.77万 | 0.49% | 21,711 | 21,711 | — | $57.77万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $56.57万 | 0.48% | 490 | 490 | — | $56.57万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $56.19万 | 0.48% | 1,094 | 1,094 | — | $56.19万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $54.94万 | 0.46% | 746 | 746 | — | $54.94万 | 新建仓 |
| CTAS | CINTAS CORP | $54.88万 | 0.46% | 3,227 | 3,227 | — | $54.88万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.92万 | 0.46% | 16,197 | 16,197 | — | $53.92万 | 新建仓 |
| DHI | D R HORTON INC | $52.37万 | 0.44% | 3,215 | 3,215 | — | $52.37万 | 新建仓 |
| — | MICROALGO INC | $52.22万 | 0.44% | 131,196 | 131,196 | — | $52.22万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $51.93万 | 0.44% | 65,897 | 65,897 | — | $51.93万 | 新建仓 |
| CME | CME GROUP INC | $51.24万 | 0.43% | 2,321 | 2,321 | — | $51.24万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $50.53万 | 0.43% | 5,569 | 5,569 | — | $50.53万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.54万 | 0.42% | 4,246 | 4,246 | — | $49.54万 | 新建仓 |
| PFF | ISHARES TR | $47.83万 | 0.40% | 15,686 | 15,686 | — | $47.83万 | 新建仓 |
| GE | GE AEROSPACE | $47.51万 | 0.40% | 1,271 | 1,271 | — | $47.51万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $46.29万 | 0.39% | 6,306 | 6,306 | — | $46.29万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $42.39万 | 0.36% | 11,605 | 11,605 | — | $42.39万 | 新建仓 |
| — | FIDELITY ETHEREUM FD | $39.82万 | 0.34% | 25,296 | 25,296 | — | $39.82万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $36.91万 | 0.31% | 1,704 | 1,704 | — | $36.91万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $36.75万 | 0.31% | 993 | -290,445 | -99.7% | -$1.07亿 | 减仓 |
| GEV | GE VERNOVA INC | $36.67万 | 0.31% | 312 | 312 | — | $36.67万 | 新建仓 |
| IGV | ISHARES TR | $35.74万 | 0.30% | 3,945 | 3,945 | — | $35.74万 | 新建仓 |
| — | NOVA MINERALS CORP | $35.09万 | 0.30% | 74,347 | 74,347 | — | $35.09万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $33.96万 | 0.29% | 3,942 | 3,942 | — | $33.96万 | 新建仓 |
| — | AIRO GROUP HLDGS INC | $32.86万 | 0.28% | 44,463 | 44,463 | — | $32.86万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.94万 | 0.27% | 500 | 500 | — | $31.94万 | 新建仓 |
| CHAT | TIDAL TRUST II | $31.23万 | 0.26% | 3,165 | 3,165 | — | $31.23万 | 新建仓 |
| ONDS | ONDAS INC | $31.10万 | 0.26% | 37,747 | 37,747 | — | $31.10万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $29.92万 | 0.25% | 2,563 | 2,563 | — | $29.92万 | 新建仓 |
| ITA | ISHARES TR | $29.34万 | 0.25% | 1,210 | 1,210 | — | $29.34万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $26.45万 | 0.22% | 54,431 | 54,431 | — | $26.45万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $26.14万 | 0.22% | 12,419 | 12,419 | — | $26.14万 | 新建仓 |
| TIP | ISHARES TR | $25.69万 | 0.22% | 2,348 | 2,348 | — | $25.69万 | 新建仓 |
| — | AMERICAN RES CORP | $25.41万 | 0.21% | 118,193 | 118,193 | — | $25.41万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $25.26万 | 0.21% | 755 | 755 | — | $25.26万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $24.50万 | 0.21% | 1,548 | 1,548 | — | $24.50万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.15万 | 0.20% | 201 | 201 | — | $24.15万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.57万 | 0.20% | 628 | 628 | — | $23.57万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $23.03万 | 0.19% | 4,828 | 4,828 | — | $23.03万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.98万 | 0.19% | 1,345 | 1,345 | — | $22.98万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $22.61万 | 0.19% | 23,051 | 23,051 | — | $22.61万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $21.87万 | 0.18% | 5,465 | 5,465 | — | $21.87万 | 新建仓 |
| IWF | ISHARES TR | $21.84万 | 0.18% | 1,759 | 1,759 | — | $21.84万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.77万 | 0.18% | 1,372 | 1,372 | — | $21.77万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.56万 | 0.18% | 430 | 430 | — | $21.56万 | 新建仓 |
| — | VUZIX CORP | $21.49万 | 0.18% | 74,095 | 74,095 | — | $21.49万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $21.12万 | 0.18% | 1,726 | 1,726 | — | $21.12万 | 新建仓 |