Caliber Wealth Management, LLC / KS
Overland Park KS · SEC CIK 0002067120
$10.36亿2026Q2 申报市值
300持仓数
44.7%前十大占比 · 第一大 15.7%
42 / 14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
PULS 加仓+$366.20万
SCI 新建仓+$350.41万
AVUS 加仓+$299.09万
EQIX 新建仓+$233.39万
NVDA 加仓+$197.89万
2026Q2 卖出最多 按季末市值估算
CMCSA 清仓-$301.11万
BBY 清仓-$275.30万
AMD 减仓-$242.18万
UNH 减仓-$211.51万
SPGI 清仓-$196.69万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -104,881 | -100.0% | -$301.11万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -42,882 | -100.0% | -$275.30万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -4,624 | -100.0% | -$196.69万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -10,750 | -100.0% | -$26.99万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -721 | -100.0% | -$24.90万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,574 | -100.0% | -$24.75万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,244 | -100.0% | -$23.68万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,647 | -100.0% | -$22.37万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,967 | -100.0% | -$22.21万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,219 | -100.0% | -$22.21万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -2,068 | -100.0% | -$22.03万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,452 | -100.0% | -$21.15万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,501 | -100.0% | -$20.25万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -409 | -100.0% | -$20.10万 | 清仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $16.36万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $20.08万 | 0.02% | 919 | 919 | — | $20.08万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $20.12万 | 0.02% | 8,700 | -2,068 | -19.2% | -$4.78万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $20.26万 | 0.02% | 3,221 | 3,221 | — | $20.26万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $20.27万 | 0.02% | 1,700 | 1,700 | — | $20.27万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $20.46万 | 0.02% | 6,116 | -202 | -3.2% | -$6,759 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $20.48万 | 0.02% | 850 | -415 | -32.8% | -$10.00万 | 减仓 |
| DE | DEERE & CO | $20.49万 | 0.02% | 323 | 323 | — | $20.49万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $20.49万 | 0.02% | 612 | 612 | — | $20.49万 | 新建仓 |
| IBDR | ISHARES TR | $20.51万 | 0.02% | 8,465 | 17 | 0.2% | $412 | 加仓 |
| EL | LAUDER ESTEE COS INC | $20.64万 | 0.02% | 2,614 | -671 | -20.4% | -$5.30万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $20.67万 | 0.02% | 1,761 | 1,761 | — | $20.67万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.72万 | 0.02% | 2,688 | 2,688 | — | $20.72万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.73万 | 0.02% | 7,045 | 7,045 | — | $20.73万 | 新建仓 |
| IDV | ISHARES TR | $20.78万 | 0.02% | 5,015 | 23 | 0.5% | $953 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $21.15万 | 0.02% | 7,302 | 7,302 | — | $21.15万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.37万 | 0.02% | 1,688 | 32 | 1.9% | $4,051 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.43万 | 0.02% | 9,756 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $21.45万 | 0.02% | 5,026 | -2,802 | -35.8% | -$11.96万 | 减仓 |
| T | AT&T INC | $21.55万 | 0.02% | 10,411 | 10,411 | — | $21.55万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $21.85万 | 0.02% | 4,313 | 6 | 0.1% | $304 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.95万 | 0.02% | 2,705 | -201 | -6.9% | -$1.63万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $22.47万 | 0.02% | 1,485 | 1,485 | — | $22.47万 | 新建仓 |
| ORCL | ORACLE CORP | $22.48万 | 0.02% | 1,534 | -2,071 | -57.4% | -$30.34万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $22.55万 | 0.02% | 683 | 683 | — | $22.55万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $22.56万 | 0.02% | 8,043 | 8,043 | — | $22.56万 | 新建仓 |
| GE | GE AEROSPACE | $22.65万 | 0.02% | 606 | 606 | — | $22.65万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $22.65万 | 0.02% | 285 | 285 | — | $22.65万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $23.03万 | 0.02% | 1,148 | 2 | 0.2% | $401 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.12万 | 0.02% | 2,511 | 2,511 | — | $23.12万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.64万 | 0.02% | 2,605 | 512 | 24.5% | $4.65万 | 重新持有 |
| AMGN | AMGEN INC | $24.28万 | 0.02% | 671 | -25 | -3.6% | -$9,046 | 减仓 |
| MBB | ISHARES TR | $24.30万 | 0.02% | 2,570 | 167 | 6.9% | $1.58万 | 加仓 |
| STE | STERIS PLC | $25.09万 | 0.02% | 1,191 | -6,827 | -85.1% | -$143.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.32万 | 0.02% | 3,075 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $25.45万 | 0.02% | 1,050 | 1,050 | — | $25.45万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $25.77万 | 0.02% | 2,017 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $25.82万 | 0.02% | 5,226 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $25.94万 | 0.03% | 2,710 | 2,710 | — | $25.94万 | 新建仓 |
| CVS | CVS HEALTH CORP | $25.97万 | 0.03% | 2,511 | -1,139 | -31.2% | -$11.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.35万 | 0.03% | 13,590 | 13,590 | — | $26.35万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $26.37万 | 0.03% | 5,056 | -42 | -0.8% | -$2,190 | 减仓 |
| IGSB | ISHARES TR | $26.48万 | 0.03% | 5,052 | -166 | -3.2% | -$8,700 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.55万 | 0.03% | 1,680 | 241 | 16.7% | $3.81万 | 加仓 |
| SHOP | SHOPIFY INC | $26.57万 | 0.03% | 2,327 | 4 | 0.2% | $457 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.69万 | 0.03% | 3,080 | -87 | -2.7% | -$7,539 | 减仓 |
| CEMB | ISHARES INC | $26.78万 | 0.03% | 5,866 | -74 | -1.2% | -$3,378 | 减仓 |
| LQD | ISHARES TR | $26.86万 | 0.03% | 2,463 | -184 | -7.0% | -$2.01万 | 减仓 |
| EBAY | EBAY INC. | $26.99万 | 0.03% | 2,415 | 2,415 | — | $26.99万 | 新建仓 |
| CSX | CSX CORP | $27.52万 | 0.03% | 5,790 | 5,790 | — | $27.52万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $27.53万 | 0.03% | 3,446 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $27.58万 | 0.03% | 6,290 | 6,290 | — | $27.58万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $28.05万 | 0.03% | 5,791 | -1,339 | -18.8% | -$6.48万 | 减仓 |
| EEMV | ISHARES INC | $28.07万 | 0.03% | 3,729 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.89万 | 0.03% | 1,970 | -168 | -7.9% | -$2.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $28.92万 | 0.03% | 3,830 | -367 | -8.7% | -$2.77万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $29.26万 | 0.03% | 2,459 | 15 | 0.6% | $1,785 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.41万 | 0.03% | 9,813 | 2,845 | 40.8% | $8.53万 | 加仓 |
| BMI | BADGER METER INC | $30.09万 | 0.03% | 2,028 | 2,028 | — | $30.09万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $30.38万 | 0.03% | 16,100 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $30.52万 | 0.03% | 38,628 | 38,628 | — | $30.52万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $31.07万 | 0.03% | 7,006 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $31.14万 | 0.03% | 600 | 600 | — | $31.14万 | 新建仓 |
| NTAP | NETAPP INC | $31.26万 | 0.03% | 2,020 | -586 | -22.5% | -$9.07万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $31.33万 | 0.03% | 6,292 | -1,810 | -22.3% | -$9.01万 | 减仓 |
| FTNT | FORTINET INC | $31.69万 | 0.03% | 2,063 | 2,063 | — | $31.69万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.80万 | 0.03% | 4,463 | 47 | 1.1% | $3,349 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $31.89万 | 0.03% | 6,671 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.49万 | 0.03% | 1,960 | -235 | -10.7% | -$3.90万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $32.62万 | 0.03% | 7,157 | -1,955 | -21.5% | -$8.91万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $32.77万 | 0.03% | 2,772 | 151 | 5.8% | $1.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.07万 | 0.03% | 9,772 | -31 | -0.3% | -$1,049 | 减仓 |
| EFAV | ISHARES TR | $33.10万 | 0.03% | 3,774 | -23 | -0.6% | -$2,017 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $33.58万 | 0.03% | 8,438 | 2,750 | 48.3% | $10.94万 | 加仓 |
| ZTS | ZOETIS INC | $33.88万 | 0.03% | 4,715 | 4,715 | — | $33.88万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $33.94万 | 0.03% | 16,323 | 3 | 0.0% | $62 | 加仓 |
| EVRG | EVERGY INC | $34.17万 | 0.03% | 3,953 | 1,386 | 54.0% | $11.98万 | 加仓 |
| GPN | GLOBAL PMTS INC | $34.39万 | 0.03% | 4,740 | -279 | -5.6% | -$2.02万 | 减仓 |
| GLW | CORNING INC | $35.05万 | 0.03% | 1,372 | 1,372 | — | $35.05万 | 新建仓 |
| TLH | ISHARES TR | $35.10万 | 0.03% | 3,498 | -1,328 | -27.5% | -$13.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.64万 | 0.03% | 1,176 | 4 | 0.3% | $1,212 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $35.96万 | 0.03% | 4,728 | 1,438 | 43.7% | $10.94万 | 加仓 |
| TGT | TARGET CORP | $36.24万 | 0.04% | 2,775 | 60 | 2.2% | $7,837 | 加仓 |
| NFLX | NETFLIX INC. | $37.39万 | 0.04% | 5,237 | 883 | 20.3% | $6.30万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $37.74万 | 0.04% | 5,016 | -165 | -3.2% | -$1.24万 | 减仓 |
| IYW | ISHARES TR | $37.78万 | 0.04% | 1,498 | -505 | -25.2% | -$12.74万 | 减仓 |