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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $213.40万 | 0.23% | 7,061 | 782 | 12.5% | $23.63万 | 加仓 |
| VLUE | ISHARES TR | $214.38万 | 0.23% | 15,077 | -97 | -0.6% | -$1.38万 | 减仓 |
| MTUM | ISHARES TR | $219.93万 | 0.24% | 9,164 | -516 | -5.3% | -$12.38万 | 减仓 |
| — | EXXON MOBIL CORP | $224.88万 | 0.25% | 13,255 | -575 | -4.2% | -$9.76万 | 减仓 |
| GEV | GE VERNOVA INC | $238.26万 | 0.26% | 2,729 | -736 | -21.2% | -$64.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $239.01万 | 0.26% | 13,704 | 749 | 5.8% | $13.06万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $239.88万 | 0.26% | 12,128 | -393 | -3.1% | -$7.77万 | 减仓 |
| IMCG | ISHARES TR | $245.62万 | 0.27% | 31,182 | -1,143 | -3.5% | -$9.00万 | 减仓 |
| META | META PLATFORMS INC | $247.50万 | 0.27% | 4,326 | -20 | -0.5% | -$1.14万 | 减仓 |
| TJX | TJX COS INC NEW | $258.07万 | 0.28% | 16,160 | 60 | 0.4% | $9,582 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $262.69万 | 0.29% | 34,036 | 387 | 1.2% | $2.99万 | 加仓 |
| BBY | BEST BUY INC | $275.30万 | 0.30% | 42,882 | 1,330 | 3.2% | $8.54万 | 加仓 |
| IUSV | ISHARES TR | $275.78万 | 0.30% | 26,971 | -942 | -3.4% | -$9.63万 | 减仓 |
| MDT | MEDTRONIC PLC | $286.24万 | 0.31% | 33,034 | 728 | 2.3% | $6.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $288.50万 | 0.32% | 49,588 | 1,840 | 3.9% | $10.71万 | 加仓 |
| CMI | CUMMINS INC | $295.11万 | 0.32% | 5,485 | 97 | 1.8% | $5.22万 | 加仓 |
| IUSG | ISHARES TR | $295.79万 | 0.32% | 19,070 | -961 | -4.8% | -$14.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.03万 | 0.33% | 6,282 | 209 | 3.4% | $10.02万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $301.11万 | 0.33% | 104,881 | 2,358 | 2.3% | $6.77万 | 加仓 |
| ETR | ENTERGY CORP NEW | $303.76万 | 0.33% | 27,034 | 1,024 | 3.9% | $11.51万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $313.39万 | 0.34% | 64,140 | 684 | 1.1% | $3.34万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $315.19万 | 0.34% | 6,660 | -12 | -0.2% | -$5,679 | 减仓 |
| GOOGL | ALPHABET INC | $317.14万 | 0.35% | 11,029 | -2,413 | -18.0% | -$69.39万 | 减仓 |
| MUB | ISHARES TR | $333.23万 | 0.36% | 31,392 | -30,040 | -48.9% | -$318.88万 | 减仓 |
| ABBV | ABBVIE INC | $337.43万 | 0.37% | 15,515 | 628 | 4.2% | $13.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $348.62万 | 0.38% | 37,535 | 521 | 1.4% | $4.84万 | 加仓 |
| IWD | ISHARES TR | $352.71万 | 0.39% | 16,507 | -479 | -2.8% | -$10.23万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $352.94万 | 0.39% | 18,003 | 116 | 0.6% | $2.27万 | 加仓 |
| UNP | UNION PAC CORP | $354.69万 | 0.39% | 14,619 | 196 | 1.4% | $4.76万 | 加仓 |
| URI | UNITED RENTALS INC | $363.47万 | 0.40% | 4,989 | -105 | -2.1% | -$7.65万 | 减仓 |
| ETN | EATON CORP PLC | $377.10万 | 0.41% | 10,543 | 124 | 1.2% | $4.44万 | 加仓 |
| ADI | ANALOG DEVICES INC | $381.80万 | 0.42% | 12,001 | 99 | 0.8% | $3.15万 | 加仓 |
| CME | CME GROUP INC | $385.73万 | 0.42% | 13,060 | 136 | 1.1% | $4.02万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $388.41万 | 0.42% | 8,950 | 90 | 1.0% | $3.91万 | 加仓 |
| CB | CHUBB LTD SWITZ | $388.66万 | 0.43% | 11,925 | 211 | 1.8% | $6.88万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $390.39万 | 0.43% | 14,427 | 1,059 | 7.9% | $28.66万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $393.09万 | 0.43% | 13,532 | 142 | 1.1% | $4.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $407.36万 | 0.45% | 81,147 | -1,939 | -2.3% | -$9.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $410.40万 | 0.45% | 133,767 | -6,679 | -4.8% | -$20.49万 | 减仓 |
| IEMG | ISHARES INC | $412.57万 | 0.45% | 59,150 | -7,987 | -11.9% | -$55.71万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $415.22万 | 0.45% | 53,847 | -297 | -0.5% | -$2.29万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $431.86万 | 0.47% | 85,823 | 708 | 0.8% | $3.56万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $434.19万 | 0.48% | 33,157 | -27 | -0.1% | -$3,536 | 减仓 |
| VUG | VANGUARD INDEX FDS | $441.23万 | 0.48% | 10,102 | -185 | -1.8% | -$8.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $460.94万 | 0.50% | 18,857 | 134 | 0.7% | $3.28万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $462.97万 | 0.51% | 91,073 | 708 | 0.8% | $3.60万 | 加仓 |
| USMV | ISHARES TR | $471.47万 | 0.52% | 50,838 | -1,359 | -2.6% | -$12.60万 | 减仓 |
| HD | HOME DEPOT INC | $500.42万 | 0.55% | 15,215 | 556 | 3.8% | $18.29万 | 加仓 |
| MPC | MARATHON PETE CORP | $504.31万 | 0.55% | 20,653 | 248 | 1.2% | $6.06万 | 加仓 |
| GLD | SPDR GOLD TR | $513.08万 | 0.56% | 11,924 | -260 | -2.1% | -$11.19万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $550.60万 | 0.60% | 138,550 | 138,550 | — | $550.60万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $565.00万 | 0.62% | 114,349 | 104,226 | 1,029.6% | $514.98万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $576.18万 | 0.63% | 115,490 | -8,963 | -7.2% | -$44.72万 | 减仓 |
| IVE | ISHARES TR | $579.95万 | 0.63% | 27,466 | 322 | 1.2% | $6.80万 | 加仓 |
| AMZN | AMAZON COM INC | $589.15万 | 0.64% | 28,288 | 958 | 3.5% | $19.95万 | 加仓 |
| AVGO | BROADCOM INC | $600.80万 | 0.66% | 19,411 | 702 | 3.8% | $21.73万 | 加仓 |
| SGOV | ISHARES TR | $619.51万 | 0.68% | 61,545 | 618 | 1.0% | $6.22万 | 加仓 |
| AAPL | APPLE INC | $647.98万 | 0.71% | 25,532 | 1,024 | 4.2% | $25.99万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $661.49万 | 0.72% | 66,242 | -3,120 | -4.5% | -$31.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $700.50万 | 0.77% | 23,814 | 434 | 1.9% | $12.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $732.44万 | 0.80% | 11,262 | -1,983 | -15.0% | -$128.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $764.05万 | 0.84% | 20,641 | 1,811 | 9.6% | $67.04万 | 加仓 |
| VO | VANGUARD INDEX FDS | $766.74万 | 0.84% | 26,699 | -4,526 | -14.5% | -$129.98万 | 减仓 |
| GOOG | ALPHABET INC | $809.23万 | 0.89% | 28,210 | -267 | -0.9% | -$7.66万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,023.55万 | 1.12% | 193,928 | -2,938 | -1.5% | -$15.51万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,071.82万 | 1.17% | 80,648 | -1,583 | -1.9% | -$21.04万 | 减仓 |
| WMT | WALMART INC | $1,148.92万 | 1.26% | 92,446 | 214 | 0.2% | $2.66万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,292.90万 | 1.41% | 117,036 | 4,500 | 4.0% | $49.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,468.97万 | 1.61% | 25,451 | -440 | -1.7% | -$25.40万 | 减仓 |
| PULS | PGIM ETF TR | $1,507.06万 | 1.65% | 304,457 | 70,398 | 30.1% | $348.47万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,541.41万 | 1.69% | 226,212 | -99,505 | -30.5% | -$678.03万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,755.32万 | 1.92% | 217,835 | -4,814 | -2.2% | -$38.79万 | 减仓 |
| IEFA | ISHARES TR | $1,847.42万 | 2.02% | 204,067 | -4,174 | -2.0% | -$37.79万 | 减仓 |
| IJR | ISHARES TR | $1,881.19万 | 2.06% | 151,331 | -1,801 | -1.2% | -$22.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,102.70万 | 2.30% | 35,189 | -1,690 | -4.6% | -$100.99万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,289.89万 | 2.51% | 269,907 | -1,045 | -0.4% | -$8.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,559.48万 | 2.80% | 79,782 | -8,543 | -9.7% | -$274.07万 | 减仓 |
| IWF | ISHARES TR | $2,940.37万 | 3.22% | 68,958 | -2,103 | -3.0% | -$89.67万 | 减仓 |
| IJH | ISHARES TR | $2,953.17万 | 3.23% | 437,313 | 29,378 | 7.2% | $198.39万 | 加仓 |
| AGG | ISHARES TR | $3,021.00万 | 3.31% | 304,322 | 34,027 | 12.6% | $337.79万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,731.12万 | 7.37% | 605,425 | 39,565 | 7.0% | $439.88万 | 加仓 |
| IVV | ISHARES TR | $1.43亿 | 15.61% | 218,425 | 23,895 | 12.3% | $1,560.84万 | 加仓 |