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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,536 | -100.0% | -$68.38万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -23,325 | -100.0% | -$60.39万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -8,164 | -100.0% | -$46.91万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,653 | -100.0% | -$40.64万 | 清仓 |
| FREL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -14,138 | -100.0% | -$38.02万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,385 | -100.0% | -$28.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,541 | -100.0% | -$25.37万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -312 | -100.0% | -$20.67万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -11,346 | -100.0% | -$18.71万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -10,019 | -100.0% | -$16.38万 | 清仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $15.18万 | 0.02% | 12,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.10万 | 0.02% | 409 | 59 | 16.9% | $2.90万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $20.25万 | 0.02% | 5,501 | 5,501 | — | $20.25万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.26万 | 0.02% | 6,968 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $20.48万 | 0.02% | 8,448 | 12 | 0.1% | $291 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.60万 | 0.02% | 9,756 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $20.62万 | 0.02% | 5,688 | 5,688 | — | $20.62万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.91万 | 0.02% | 1,146 | 23 | 2.0% | $4,196 | 加仓 |
| EVRG | EVERGY INC | $21.03万 | 0.02% | 2,567 | 2,567 | — | $21.03万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $21.15万 | 0.02% | 3,452 | 3,452 | — | $21.15万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $21.19万 | 0.02% | 6,318 | 71 | 1.1% | $2,381 | 加仓 |
| IDV | ISHARES TR | $21.24万 | 0.02% | 4,992 | -511 | -9.3% | -$2.17万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $21.31万 | 0.02% | 1,439 | -126 | -8.1% | -$1.87万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $21.53万 | 0.02% | 4,307 | 5 | 0.1% | $250 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.68万 | 0.02% | 1,656 | 1,656 | — | $21.68万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.87万 | 0.02% | 3,075 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $22.03万 | 0.02% | 2,068 | -1,728 | -45.5% | -$18.41万 | 减仓 |
| PSX | PHILLIPS 66 | $22.21万 | 0.02% | 1,219 | 1,219 | — | $22.21万 | 新建仓 |
| GIS | GENERAL MILLS INC | $22.21万 | 0.02% | 5,967 | 5,967 | — | $22.21万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $22.37万 | 0.02% | 3,647 | 726 | 24.9% | $4.45万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $22.38万 | 0.02% | 3,290 | 455 | 16.0% | $3.09万 | 加仓 |
| MBB | ISHARES TR | $22.81万 | 0.02% | 2,403 | 88 | 3.8% | $8,355 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $23.18万 | 0.03% | 2,017 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.52万 | 0.03% | 2,906 | -664 | -18.6% | -$5.37万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $23.58万 | 0.03% | 3,285 | -702 | -17.6% | -$5.04万 | 减仓 |
| FISV | FISERV INC | $23.68万 | 0.03% | 4,244 | -8,619 | -67.0% | -$48.09万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $23.91万 | 0.03% | 1,265 | -504 | -28.5% | -$9.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $23.93万 | 0.03% | 2,444 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.04万 | 0.03% | 5,098 | 42 | 0.8% | $1,981 | 加仓 |
| EEMV | ISHARES INC | $24.14万 | 0.03% | 3,729 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $24.47万 | 0.03% | 696 | 696 | — | $24.47万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.75万 | 0.03% | 1,574 | 136 | 9.5% | $2.14万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.90万 | 0.03% | 721 | -276 | -27.7% | -$9.53万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.91万 | 0.03% | 3,167 | -4 | -0.1% | -$315 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.00万 | 0.03% | 10,768 | 822 | 8.3% | $1.91万 | 加仓 |
| IGV | ISHARES TR | $25.22万 | 0.03% | 3,150 | -17,441 | -84.7% | -$139.62万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $25.38万 | 0.03% | 3,446 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.74万 | 0.03% | 3,020 | 29 | 1.0% | $2,472 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.14万 | 0.03% | 2,129 | 436 | 25.8% | $5.35万 | 加仓 |
| CVS | CVS HEALTH CORP | $26.21万 | 0.03% | 3,650 | 919 | 33.7% | $6.60万 | 加仓 |
| NTAP | NETAPP INC | $26.68万 | 0.03% | 2,606 | 306 | 13.3% | $3.13万 | 加仓 |
| CEMB | ISHARES INC | $26.90万 | 0.03% | 5,940 | 141 | 2.4% | $6,385 | 加仓 |
| BUG | GLOBAL X FDS | $26.99万 | 0.03% | 10,750 | -1,000 | -8.5% | -$2.51万 | 减仓 |
| IGSB | ISHARES TR | $27.43万 | 0.03% | 5,218 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $27.56万 | 0.03% | 2,323 | -44 | -1.9% | -$5,219 | 减仓 |
| AFL | AFLAC INC | $27.61万 | 0.03% | 2,517 | 53 | 2.2% | $5,815 | 加仓 |
| IHI | ISHARES TR | $27.88万 | 0.03% | 5,226 | -84 | -1.6% | -$4,481 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.30万 | 0.03% | 4,416 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $28.56万 | 0.03% | 9,803 | -68 | -0.7% | -$1,981 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $28.63万 | 0.03% | 7,006 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $28.70万 | 0.03% | 6,671 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $28.85万 | 0.03% | 2,647 | -187 | -6.6% | -$2.04万 | 减仓 |
| SHLD | GLOBAL X FDS | $29.08万 | 0.03% | 4,105 | 4,105 | — | $29.08万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $29.33万 | 0.03% | 7,144 | 7,144 | — | $29.33万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $30.10万 | 0.03% | 2,621 | 221 | 9.2% | $2.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $30.70万 | 0.03% | 1,172 | -656 | -35.9% | -$17.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.88万 | 0.03% | 2,138 | 801 | 59.9% | $11.57万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $30.98万 | 0.03% | 3,128 | -80 | -2.5% | -$7,924 | 减仓 |
| LRCX | LAM RESEARCH CORP | $32.87万 | 0.04% | 1,538 | -612 | -28.5% | -$13.08万 | 减仓 |
| TGT | TARGET CORP | $32.91万 | 0.04% | 2,715 | 215 | 8.6% | $2.61万 | 加仓 |
| MS | MORGAN STANLEY | $33.03万 | 0.04% | 2,007 | 80 | 4.2% | $1.32万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $33.26万 | 0.04% | 16,320 | 16,320 | — | $33.26万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $33.78万 | 0.04% | 5,019 | 5,019 | — | $33.78万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.81万 | 0.04% | 6,255 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.26万 | 0.04% | 7,130 | -4,678 | -39.6% | -$22.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.46万 | 0.04% | 1,422 | -139 | -8.9% | -$3.37万 | 减仓 |
| EFAV | ISHARES TR | $34.70万 | 0.04% | 3,797 | -375 | -9.0% | -$3.43万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $36.24万 | 0.04% | 10,340 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $36.34万 | 0.04% | 2,003 | -114 | -5.4% | -$2.07万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $36.79万 | 0.04% | 3,282 | 594 | 22.1% | $6.66万 | 加仓 |
| IAU | ISHARES GOLD TR | $37.00万 | 0.04% | 4,197 | 346 | 9.0% | $3.05万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $37.11万 | 0.04% | 11,718 | 11,718 | — | $37.11万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $38.28万 | 0.04% | 5,336 | 5,336 | — | $38.28万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $38.71万 | 0.04% | 5,181 | -186 | -3.5% | -$1.39万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.77万 | 0.04% | 8,499 | 105 | 1.3% | $4,790 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $38.88万 | 0.04% | 8,102 | -791 | -8.9% | -$3.80万 | 减仓 |
| OKE | ONEOK INC NEW | $39.11万 | 0.04% | 4,327 | 21 | 0.5% | $1,898 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $39.27万 | 0.04% | 16,100 | -3,900 | -19.5% | -$9.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.37万 | 0.04% | 18,354 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $39.37万 | 0.04% | 788 | -25 | -3.1% | -$1.25万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $40.16万 | 0.04% | 8,162 | 97 | 1.2% | $4,772 | 加仓 |
| GOVT | ISHARES TR | $41.59万 | 0.05% | 18,155 | 4,352 | 31.5% | $9.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.62万 | 0.05% | 492 | 111 | 29.1% | $9.39万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $41.79万 | 0.05% | 9,112 | 1,162 | 14.6% | $5.33万 | 加仓 |
| NFLX | NETFLIX INC. | $41.86万 | 0.05% | 4,354 | 456 | 11.7% | $4.38万 | 加仓 |
| KO | COCA COLA CO | $42.77万 | 0.05% | 5,624 | 538 | 10.6% | $4.09万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $42.90万 | 0.05% | 8,923 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $43.14万 | 0.05% | 1,676 | -53 | -3.1% | -$1.36万 | 减仓 |