Caliber Wealth Management, LLC / KS
Overland Park KS · SEC CIK 0002067120
$9.14亿2026Q1 申报市值
270持仓数
44.4%前十大占比 · 第一大 15.6%
20 / 10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
IVV 加仓+$1,560.84万
UMAR 新建仓+$550.60万
BUFF 加仓+$514.98万
AVUS 加仓+$439.88万
PULS 加仓+$348.47万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$2,086.90万
SLV 减仓-$678.03万
MUB 减仓-$318.88万
VTI 减仓-$274.07万
DLN 减仓-$182.28万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $45.41万 | 0.05% | 2,195 | 454 | 26.1% | $9.39万 | 加仓 |
| COP | CONOCOPHILLIPS | $45.51万 | 0.05% | 3,448 | 3,448 | — | $45.51万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $45.58万 | 0.05% | 9,306 | 9,306 | — | $45.58万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $47.40万 | 0.05% | 3,248 | -15 | -0.5% | -$2,189 | 减仓 |
| EMXC | ISHARES INC | $47.41万 | 0.05% | 6,028 | -788 | -11.6% | -$6.20万 | 减仓 |
| ESGE | ISHARES INC | $48.04万 | 0.05% | 10,565 | -382 | -3.5% | -$1.74万 | 减仓 |
| DIS | DISNEY WALT CO | $48.33万 | 0.05% | 5,015 | -274 | -5.2% | -$2.64万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $48.54万 | 0.05% | 9,832 | -2,646 | -21.2% | -$13.06万 | 减仓 |
| TLH | ISHARES TR | $48.61万 | 0.05% | 4,826 | 1,065 | 28.3% | $10.73万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.12万 | 0.05% | 7,828 | 476 | 6.5% | $2.99万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $49.21万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.54万 | 0.06% | 1,626 | 211 | 14.9% | $6.56万 | 加仓 |
| ACWX | ISHARES TR | $51.14万 | 0.06% | 7,469 | 7,469 | — | $51.14万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $51.29万 | 0.06% | 735 | -12 | -1.6% | -$8,374 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $51.64万 | 0.06% | 15,673 | 2,971 | 23.4% | $9.79万 | 加仓 |
| ORCL | ORACLE CORP | $53.04万 | 0.06% | 3,605 | 643 | 21.7% | $9.46万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $53.50万 | 0.06% | 16,640 | 16,640 | — | $53.50万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $56.45万 | 0.06% | 6,365 | -2,651 | -29.4% | -$23.51万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $58.38万 | 0.06% | 3,610 | 1 | 0.0% | $162 | 加仓 |
| MRK | MERCK & CO INC | $58.96万 | 0.06% | 4,902 | -1,376 | -21.9% | -$16.55万 | 减仓 |
| EAGG | ISHARES TR | $59.71万 | 0.07% | 12,558 | 202 | 1.6% | $9,605 | 加仓 |
| OEF | ISHARES TR | $60.14万 | 0.07% | 1,891 | -12 | -0.6% | -$3,816 | 减仓 |
| CSCO | CISCO SYS INC | $61.71万 | 0.07% | 7,954 | -379 | -4.5% | -$2.94万 | 减仓 |
| LLY | ELI LILLY & CO | $61.99万 | 0.07% | 674 | 84 | 14.2% | $7.73万 | 加仓 |
| CGNX | COGNEX CORP | $66.10万 | 0.07% | 13,492 | -378 | -2.7% | -$1.85万 | 减仓 |
| BBDC | BARINGS BDC INC | $66.38万 | 0.07% | 80,650 | -41,103 | -33.8% | -$33.83万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $66.78万 | 0.07% | 3,160 | -41 | -1.3% | -$8,665 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $68.08万 | 0.07% | 47,051 | -2,585 | -5.2% | -$3.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.10万 | 0.07% | 3,166 | -13 | -0.4% | -$2,796 | 减仓 |
| EYLD | CAMBRIA ETF TR | $68.47万 | 0.07% | 16,536 | -10,207 | -38.2% | -$42.27万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $68.60万 | 0.08% | 18,258 | 6,320 | 52.9% | $23.74万 | 加仓 |
| IEF | ISHARES TR | $69.65万 | 0.08% | 7,298 | -396 | -5.1% | -$3.78万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $70.45万 | 0.08% | 14,681 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $70.57万 | 0.08% | 28,455 | -1,890 | -6.2% | -$4.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.66万 | 0.08% | 719 | 50 | 7.5% | $4.98万 | 加仓 |
| BAC | BANK AMERICA CORP | $73.18万 | 0.08% | 15,011 | 1,551 | 11.5% | $7.56万 | 加仓 |
| MOAT | VANECK ETF TRUST | $73.34万 | 0.08% | 7,584 | -1,072 | -12.4% | -$10.37万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.88万 | 0.09% | 15,586 | 129 | 0.8% | $6,529 | 加仓 |
| IAGG | ISHARES TR | $79.20万 | 0.09% | 15,828 | 1,618 | 11.4% | $8.10万 | 加仓 |
| — | RBB FD INC | $79.44万 | 0.09% | 7,772 | 2,893 | 59.3% | $29.57万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $79.75万 | 0.09% | 17,470 | -21,793 | -55.5% | -$99.49万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $82.13万 | 0.09% | 19,226 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $83.07万 | 0.09% | 6,329 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $83.10万 | 0.09% | 3,957 | 322 | 8.9% | $6.76万 | 加仓 |
| TSLA | TESLA INC | $85.17万 | 0.09% | 2,291 | -810 | -26.1% | -$30.11万 | 减仓 |
| IUSB | ISHARES TR | $86.82万 | 0.09% | 18,795 | -1,964 | -9.5% | -$9.07万 | 减仓 |
| XJH | ISHARES TR | $92.53万 | 0.10% | 20,394 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $93.64万 | 0.10% | 4,879 | 93 | 1.9% | $1.78万 | 加仓 |
| CAT | CATERPILLAR INC | $97.13万 | 0.11% | 1,371 | -3 | -0.2% | -$2,125 | 减仓 |
| ESML | ISHARES TR | $99.32万 | 0.11% | 21,123 | 61 | 0.3% | $2,868 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $99.72万 | 0.11% | 21,202 | -28,162 | -57.0% | -$132.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.82万 | 0.11% | 36,616 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $100.80万 | 0.11% | 583 | -4 | -0.7% | -$6,916 | 减仓 |
| — | INNOVATOR ETFS TRUST | $104.08万 | 0.11% | 37,731 | -756,514 | -95.2% | -$2,086.90万 | 减仓 |
| USHY | ISHARES TR | $105.32万 | 0.12% | 28,588 | 243 | 0.9% | $8,952 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $109.26万 | 0.12% | 13,783 | -83 | -0.6% | -$6,579 | 减仓 |
| EFG | ISHARES TR | $113.63万 | 0.12% | 10,203 | -539 | -5.0% | -$6.00万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $116.40万 | 0.13% | 32,138 | 3,708 | 13.0% | $13.43万 | 加仓 |
| RTX | RTX CORPORATION | $119.97万 | 0.13% | 6,219 | 559 | 9.9% | $10.78万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $124.61万 | 0.14% | 6,996 | -1,745 | -20.0% | -$31.08万 | 减仓 |
| QUAL | ISHARES TR | $126.37万 | 0.14% | 6,588 | -20 | -0.3% | -$3,836 | 减仓 |
| IYG | ISHARES TR | $134.97万 | 0.15% | 16,292 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $138.19万 | 0.15% | 13,823 | -192 | -1.4% | -$1.92万 | 减仓 |
| EFV | ISHARES TR | $139.35万 | 0.15% | 18,743 | -4,554 | -19.5% | -$33.86万 | 减仓 |
| IWR | ISHARES TR | $139.37万 | 0.15% | 14,334 | -1,806 | -11.2% | -$17.56万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $139.95万 | 0.15% | 19,004 | -24,240 | -56.1% | -$178.51万 | 减仓 |
| ESGD | ISHARES TR | $141.50万 | 0.15% | 14,798 | 563 | 4.0% | $5.38万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $145.02万 | 0.16% | 18,948 | 5,153 | 37.4% | $39.44万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $147.67万 | 0.16% | 30,561 | -2,286 | -7.0% | -$11.05万 | 减仓 |
| DLN | WISDOMTREE TR | $147.96万 | 0.16% | 16,563 | -20,405 | -55.2% | -$182.28万 | 减仓 |
| ILCV | ISHARES TR | $148.20万 | 0.16% | 15,912 | 1 | 0.0% | $93 | 加仓 |
| MAS | MASCO CORP | $148.46万 | 0.16% | 24,591 | -103 | -0.4% | -$6,218 | 减仓 |
| IWM | ISHARES TR | $148.76万 | 0.16% | 5,998 | -447 | -6.9% | -$11.09万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $150.72万 | 0.16% | 7,656 | -252 | -3.2% | -$4.96万 | 减仓 |
| ITOT | ISHARES TR | $150.79万 | 0.16% | 10,587 | -1,018 | -8.8% | -$14.50万 | 减仓 |
| ESGU | ISHARES TR | $151.46万 | 0.17% | 10,710 | -1,197 | -10.1% | -$16.93万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $152.07万 | 0.17% | 5,446 | 5,446 | — | $152.07万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $155.39万 | 0.17% | 48,545 | 13,869 | 40.0% | $44.39万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $157.13万 | 0.17% | 7,741 | -1,416 | -15.5% | -$28.74万 | 减仓 |
| SNPS | SYNOPSYS INC | $160.46万 | 0.18% | 4,047 | 886 | 28.0% | $35.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $167.50万 | 0.18% | 6,028 | 1,088 | 22.0% | $30.23万 | 加仓 |
| DXCM | DEXCOM INC | $168.93万 | 0.18% | 26,900 | 5,853 | 27.8% | $36.76万 | 加仓 |
| IVW | ISHARES TR | $172.12万 | 0.19% | 15,217 | 594 | 4.1% | $6.72万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $175.62万 | 0.19% | 4,214 | 50 | 1.2% | $2.08万 | 加仓 |
| STE | STERIS PLC | $177.30万 | 0.19% | 8,018 | 812 | 11.3% | $17.96万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $178.95万 | 0.20% | 49,832 | 36,721 | 280.1% | $131.87万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $182.68万 | 0.20% | 40,731 | -8,472 | -17.2% | -$38.00万 | 减仓 |
| IQV | IQVIA HLDGS INC | $186.74万 | 0.20% | 10,950 | 153 | 1.4% | $2.61万 | 加仓 |
| CRM | SALESFORCE INC | $189.52万 | 0.21% | 10,153 | 2,040 | 25.1% | $38.08万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $190.88万 | 0.21% | 23,836 | 2,162 | 10.0% | $17.31万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $191.25万 | 0.21% | 25,467 | -4,636 | -15.4% | -$34.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $192.12万 | 0.21% | 49,438 | -142 | -0.3% | -$5,518 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $194.71万 | 0.21% | 3,157 | -104 | -3.2% | -$6.41万 | 减仓 |
| APH | AMPHENOL CORP | $194.77万 | 0.21% | 15,415 | -4,933 | -24.2% | -$62.33万 | 减仓 |
| SPGI | S&P GLOBAL INC | $196.69万 | 0.22% | 4,624 | 1,297 | 39.0% | $55.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $200.18万 | 0.22% | 9,840 | -3,698 | -27.3% | -$75.23万 | 减仓 |
| WFC | WELLS FARGO & CO | $202.02万 | 0.22% | 25,376 | 1,635 | 6.9% | $13.02万 | 加仓 |
| IMCV | ISHARES TR | $208.89万 | 0.23% | 24,638 | -140 | -0.6% | -$1.19万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $209.00万 | 0.23% | 44,554 | 2,999 | 7.2% | $14.07万 | 加仓 |
| ALL | ALLSTATE CORP | $211.25万 | 0.23% | 10,189 | 1,079 | 11.8% | $22.37万 | 加仓 |