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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $37.86万 | 0.04% | 1,811 | -196 | -9.8% | -$4.10万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $38.25万 | 0.04% | 10,340 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.38万 | 0.04% | 6,430 | 175 | 2.8% | $1.04万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $38.92万 | 0.04% | 11,718 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $39.26万 | 0.04% | 8,630 | 131 | 1.5% | $5,959 | 加仓 |
| OKE | ONEOK INC NEW | $39.26万 | 0.04% | 4,516 | 189 | 4.4% | $1.64万 | 加仓 |
| SHLD | GLOBAL X FDS | $39.47万 | 0.04% | 6,611 | 2,506 | 61.0% | $14.96万 | 加仓 |
| INTC | INTEL CORP | $39.89万 | 0.04% | 2,857 | 2,857 | — | $39.89万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $40.81万 | 0.04% | 2,402 | 273 | 12.8% | $4.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.31万 | 0.04% | 18,354 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $41.34万 | 0.04% | 2,606 | 2,606 | — | $41.34万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.37万 | 0.04% | 409 | -83 | -16.9% | -$8.39万 | 减仓 |
| IGV | ISHARES TR | $41.91万 | 0.04% | 4,626 | 1,476 | 46.9% | $13.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.23万 | 0.04% | 1,502 | 80 | 5.6% | $2.25万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $42.37万 | 0.04% | 4,621 | 1,601 | 53.0% | $14.68万 | 加仓 |
| COP | CONOCOPHILLIPS | $43.44万 | 0.04% | 4,179 | 731 | 21.2% | $7.60万 | 加仓 |
| GOVT | ISHARES TR | $43.58万 | 0.04% | 19,130 | 975 | 5.4% | $2.22万 | 加仓 |
| MCD | MCDONALDS CORP | $44.17万 | 0.04% | 1,634 | 8 | 0.5% | $2,163 | 加仓 |
| EMXC | ISHARES INC | $44.47万 | 0.04% | 4,347 | -1,681 | -27.9% | -$17.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $44.48万 | 0.04% | 866 | 78 | 9.9% | $4.01万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $47.05万 | 0.05% | 8,923 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $47.31万 | 0.05% | 4,035 | 1,518 | 60.3% | $17.80万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $47.35万 | 0.05% | 8,200 | 38 | 0.5% | $2,194 | 加仓 |
| KO | COCA COLA CO | $47.49万 | 0.05% | 5,844 | 220 | 3.9% | $1.79万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $47.73万 | 0.05% | 5,797 | 461 | 8.6% | $3.80万 | 加仓 |
| SDY | SPDR SERIES TRUST | $48.62万 | 0.05% | 3,195 | -53 | -1.6% | -$8,066 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $49.36万 | 0.05% | 3,056 | -226 | -6.9% | -$3.65万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $49.56万 | 0.05% | 9,306 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $51.35万 | 0.05% | 1,676 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $51.43万 | 0.05% | 533 | 533 | — | $51.43万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $51.53万 | 0.05% | 9,612 | -220 | -2.2% | -$1.18万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $51.69万 | 0.05% | 10,263 | 3,119 | 43.7% | $15.71万 | 加仓 |
| MFC | MANULIFE FINL CORP | $53.42万 | 0.05% | 13,186 | 13,186 | — | $53.42万 | 新建仓 |
| PEP | PEPSICO INC | $54.01万 | 0.05% | 3,989 | 3,989 | — | $54.01万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $54.90万 | 0.05% | 5,693 | -672 | -10.6% | -$6.48万 | 减仓 |
| EAGG | ISHARES TR | $56.16万 | 0.05% | 11,845 | -713 | -5.7% | -$3.38万 | 减仓 |
| IAGG | ISHARES TR | $57.17万 | 0.06% | 11,298 | -4,530 | -28.6% | -$22.92万 | 减仓 |
| ESGE | ISHARES INC | $57.82万 | 0.06% | 10,572 | 7 | 0.1% | $383 | 加仓 |
| DIS | DISNEY WALT CO | $58.42万 | 0.06% | 6,070 | 1,055 | 21.0% | $10.15万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $58.87万 | 0.06% | 4,375 | -125 | -2.8% | -$1.68万 | 减仓 |
| BBDC | BARINGS BDC INC | $60.22万 | 0.06% | 70,685 | -9,965 | -12.4% | -$8.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $60.23万 | 0.06% | 522 | 522 | — | $60.23万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $60.97万 | 0.06% | 23,964 | -4,491 | -15.8% | -$11.43万 | 减仓 |
| MOAT | VANECK ETF TRUST | $62.37万 | 0.06% | 6,000 | -1,584 | -20.9% | -$16.47万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $62.67万 | 0.06% | 13,801 | -2,735 | -16.5% | -$12.42万 | 减仓 |
| MRK | MERCK & CO INC | $62.84万 | 0.06% | 4,890 | -12 | -0.2% | -$1,542 | 减仓 |
| OEF | ISHARES TR | $63.03万 | 0.06% | 1,723 | -168 | -8.9% | -$6.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.76万 | 0.06% | 2,695 | -471 | -14.9% | -$11.14万 | 减仓 |
| MDT | MEDTRONIC PLC | $64.65万 | 0.06% | 8,264 | -24,770 | -75.0% | -$193.77万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $65.28万 | 0.06% | 2,748 | -412 | -13.0% | -$9.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.90万 | 0.06% | 715 | -4 | -0.6% | -$3,743 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $67.42万 | 0.07% | 3,640 | 30 | 0.8% | $5,557 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $68.39万 | 0.07% | 47,068 | 17 | 0.0% | $247 | 加仓 |
| IEF | ISHARES TR | $69.21万 | 0.07% | 7,318 | 20 | 0.3% | $1,891 | 加仓 |
| VGT | VANGUARD WORLD FD | $71.08万 | 0.07% | 5,947 | 67 | 1.1% | $8,007 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $72.42万 | 0.07% | 2,431 | -697 | -22.3% | -$20.76万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.58万 | 0.07% | 35,930 | 35,930 | — | $72.58万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $72.79万 | 0.07% | 14,445 | -3,025 | -17.3% | -$15.24万 | 减仓 |
| CSCO | CISCO SYS INC | $73.38万 | 0.07% | 6,247 | -1,707 | -21.5% | -$20.05万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $75.02万 | 0.07% | 20,497 | 3,857 | 23.2% | $14.12万 | 加仓 |
| ACWX | ISHARES TR | $76.11万 | 0.07% | 10,000 | 2,531 | 33.9% | $19.26万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $77.02万 | 0.07% | 15,229 | -357 | -2.3% | -$1.81万 | 减仓 |
| TMUS | T-MOBILE US INC | $77.05万 | 0.07% | 4,594 | 637 | 16.1% | $10.68万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $77.84万 | 0.08% | 14,681 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $78.68万 | 0.08% | 22,958 | 22,958 | — | $78.68万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $78.87万 | 0.08% | 27,952 | -9,779 | -25.9% | -$27.59万 | 减仓 |
| — | RBB FD INC | $79.77万 | 0.08% | 7,772 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $82.04万 | 0.08% | 1,893 | 355 | 23.1% | $15.39万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $84.35万 | 0.08% | 16,404 | -1,854 | -10.2% | -$9.53万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $84.38万 | 0.08% | 17,513 | -3,689 | -17.4% | -$17.77万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $87.75万 | 0.08% | 19,226 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $89.66万 | 0.09% | 6,329 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $95.19万 | 0.09% | 16,705 | 1,694 | 11.3% | $9.65万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $95.28万 | 0.09% | 18,073 | 2,400 | 15.3% | $12.65万 | 加仓 |
| TSLA | TESLA INC | $95.60万 | 0.09% | 2,273 | -18 | -0.8% | -$7,571 | 减仓 |
| CGNX | COGNEX CORP | $97.70万 | 0.09% | 13,491 | -1 | -0.0% | -$72 | 减仓 |
| SNDK | SANDISK CORP | $98.23万 | 0.09% | 432 | 432 | — | $98.23万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $99.13万 | 0.10% | 584 | 1 | 0.2% | $1,697 | 加仓 |
| — | INNOVATOR ETFS TRUST | $102.50万 | 0.10% | 36,616 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $102.53万 | 0.10% | 4,819 | -60 | -1.2% | -$1.28万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $104.98万 | 0.10% | 13,284 | -499 | -3.6% | -$3.94万 | 减仓 |
| XJH | ISHARES TR | $106.35万 | 0.10% | 20,394 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $107.71万 | 0.10% | 4,909 | -1,679 | -25.5% | -$36.84万 | 减仓 |
| USHY | ISHARES TR | $107.86万 | 0.10% | 29,135 | 547 | 1.9% | $2.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $112.55万 | 0.11% | 15,332 | -3,672 | -19.3% | -$26.96万 | 减仓 |
| RTX | RTX CORPORATION | $112.64万 | 0.11% | 5,937 | -282 | -4.5% | -$5.35万 | 减仓 |
| EFV | ISHARES TR | $115.04万 | 0.11% | 15,028 | -3,715 | -19.8% | -$28.44万 | 减仓 |
| ESML | ISHARES TR | $115.28万 | 0.11% | 20,611 | -512 | -2.4% | -$2.86万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $118.74万 | 0.11% | 7,654 | -87 | -1.1% | -$1.35万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $125.17万 | 0.12% | 6,898 | -98 | -1.4% | -$1.78万 | 减仓 |
| DLN | WISDOMTREE TR | $130.55万 | 0.13% | 13,553 | -3,010 | -18.2% | -$28.99万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $132.95万 | 0.13% | 30,841 | -1,297 | -4.0% | -$5.59万 | 减仓 |
| EFG | ISHARES TR | $133.55万 | 0.13% | 10,734 | 531 | 5.2% | $6.61万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $137.03万 | 0.13% | 23,544 | 23,544 | — | $137.03万 | 新建仓 |
| IUSB | ISHARES TR | $140.00万 | 0.14% | 30,336 | 11,541 | 61.4% | $53.26万 | 加仓 |
| IYG | ISHARES TR | $147.40万 | 0.14% | 16,293 | 1 | 0.0% | $90 | 加仓 |
| IWR | ISHARES TR | $153.07万 | 0.15% | 13,875 | -459 | -3.2% | -$5.06万 | 减仓 |
| CAT | CATERPILLAR INC | $154.41万 | 0.15% | 1,450 | 79 | 5.8% | $8.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $156.42万 | 0.15% | 1,599 | 1,599 | — | $156.42万 | 新建仓 |
| ESGD | ISHARES TR | $157.26万 | 0.15% | 15,296 | 498 | 3.4% | $5.12万 | 加仓 |