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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.63亿 | 15.70% | 217,143 | -1,282 | -0.6% | -$96.01万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,053.38万 | 7.78% | 628,777 | 23,352 | 3.9% | $299.09万 | 加仓 |
| IJH | ISHARES TR | $3,512.29万 | 3.39% | 455,491 | 18,178 | 4.2% | $140.17万 | 加仓 |
| IWF | ISHARES TR | $3,370.56万 | 3.25% | 271,447 | -4,385 | -1.6% | -$54.45万 | 减仓 |
| AGG | ISHARES TR | $3,055.50万 | 2.95% | 308,699 | 4,377 | 1.4% | $43.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,879.45万 | 2.78% | 77,814 | -1,968 | -2.5% | -$72.82万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,431.22万 | 2.35% | 272,559 | 2,652 | 1.0% | $23.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,358.05万 | 2.28% | 34,333 | -856 | -2.4% | -$58.79万 | 减仓 |
| IJR | ISHARES TR | $2,213.28万 | 2.14% | 149,234 | -2,097 | -1.4% | -$31.10万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,138.11万 | 2.06% | 221,589 | 3,754 | 1.7% | $36.22万 | 加仓 |
| IEFA | ISHARES TR | $2,028.59万 | 1.96% | 210,043 | 5,976 | 2.9% | $57.72万 | 加仓 |
| PULS | PGIM ETF TR | $1,874.78万 | 1.81% | 378,362 | 73,905 | 24.3% | $366.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,827.94万 | 1.77% | 24,823 | -628 | -2.5% | -$46.25万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,508.53万 | 1.46% | 120,915 | 3,879 | 3.3% | $48.39万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,499.18万 | 1.45% | 78,689 | -1,959 | -2.4% | -$37.32万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,191.46万 | 1.15% | 222,828 | -3,384 | -1.5% | -$18.09万 | 减仓 |
| WMT | WALMART INC | $1,037.31万 | 1.00% | 91,586 | -860 | -0.9% | -$9.74万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,029.30万 | 0.99% | 190,541 | -3,387 | -1.7% | -$18.30万 | 减仓 |
| GOOG | ALPHABET INC | $985.19万 | 0.95% | 27,883 | -327 | -1.2% | -$11.55万 | 减仓 |
| AVGO | BROADCOM INC | $888.73万 | 0.86% | 23,527 | 4,116 | 21.2% | $155.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $836.77万 | 0.81% | 103,856 | -2,940 | -2.8% | -$23.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $801.42万 | 0.77% | 10,732 | -530 | -4.7% | -$39.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $786.14万 | 0.76% | 21,075 | 434 | 2.1% | $16.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $778.34万 | 0.75% | 23,778 | -36 | -0.2% | -$1.18万 | 减仓 |
| AAPL | APPLE INC | $773.14万 | 0.75% | 26,719 | 1,187 | 4.6% | $34.35万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $703.63万 | 0.68% | 68,281 | 2,039 | 3.1% | $21.01万 | 加仓 |
| SGOV | ISHARES TR | $689.68万 | 0.67% | 68,509 | 6,964 | 11.3% | $70.11万 | 加仓 |
| AMZN | AMAZON COM INC | $660.94万 | 0.64% | 27,731 | -557 | -2.0% | -$13.28万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $642.51万 | 0.62% | 121,964 | 7,615 | 6.7% | $40.12万 | 加仓 |
| IVE | ISHARES TR | $635.20万 | 0.61% | 27,975 | 509 | 1.9% | $11.56万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $585.31万 | 0.57% | 138,550 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $573.36万 | 0.55% | 16,257 | 1,042 | 6.8% | $36.75万 | 加仓 |
| URI | UNITED RENTALS INC | $555.12万 | 0.54% | 4,900 | -89 | -1.8% | -$10.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $548.98万 | 0.53% | 63,731 | 3,119 | 5.1% | $26.87万 | 加仓 |
| MPC | MARATHON PETE CORP | $531.84万 | 0.51% | 20,802 | 149 | 0.7% | $3.81万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $527.66万 | 0.51% | 104,321 | -11,169 | -9.7% | -$56.49万 | 减仓 |
| IEMG | ISHARES INC | $498.79万 | 0.48% | 60,211 | 1,061 | 1.8% | $8.79万 | 加仓 |
| USMV | ISHARES TR | $490.35万 | 0.47% | 50,834 | -4 | -0.0% | -$386 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $479.60万 | 0.46% | 18,884 | 27 | 0.1% | $6,857 | 加仓 |
| ADI | ANALOG DEVICES INC | $478.47万 | 0.46% | 12,047 | 46 | 0.4% | $1.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $472.09万 | 0.46% | 23,594 | 9,890 | 72.2% | $197.89万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $465.84万 | 0.45% | 31,883 | -1,274 | -3.8% | -$18.61万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $463.39万 | 0.45% | 91,470 | 397 | 0.4% | $2.01万 | 加仓 |
| ETN | EATON CORP PLC | $456.23万 | 0.44% | 10,707 | 164 | 1.6% | $6.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $454.98万 | 0.44% | 53,220 | -627 | -1.2% | -$5.36万 | 减仓 |
| GLD | SPDR GOLD TR | $437.12万 | 0.42% | 11,866 | -58 | -0.5% | -$2.14万 | 减仓 |
| CB | CHUBB LIMITED | $415.80万 | 0.40% | 12,203 | 278 | 2.3% | $9.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $413.59万 | 0.40% | 130,428 | -3,339 | -2.5% | -$10.59万 | 减仓 |
| ABBV | ABBVIE INC | $409.30万 | 0.40% | 16,265 | 750 | 4.8% | $18.87万 | 加仓 |
| UNP | UNION PAC CORP | $407.90万 | 0.39% | 14,996 | 377 | 2.6% | $10.25万 | 加仓 |
| CMI | CUMMINS INC | $404.88万 | 0.39% | 5,677 | 192 | 3.5% | $13.69万 | 加仓 |
| IWD | ISHARES TR | $391.99万 | 0.38% | 16,169 | -338 | -2.0% | -$8.19万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $389.79万 | 0.38% | 18,921 | 918 | 5.1% | $18.91万 | 加仓 |
| GOOGL | ALPHABET INC | $389.22万 | 0.38% | 10,891 | -138 | -1.3% | -$4.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $388.10万 | 0.37% | 9,338 | -5,089 | -35.3% | -$211.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $386.25万 | 0.37% | 13,175 | -357 | -2.6% | -$10.47万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $373.60万 | 0.36% | 8,996 | 46 | 0.5% | $1.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $371.26万 | 0.36% | 54,588 | 5,000 | 10.1% | $34.01万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $367.44万 | 0.35% | 88,925 | 3,102 | 3.6% | $12.82万 | 加仓 |
| IUSG | ISHARES TR | $354.91万 | 0.34% | 18,869 | -201 | -1.1% | -$3.78万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $354.63万 | 0.34% | 83,758 | 2,611 | 3.2% | $11.05万 | 加仓 |
| SCI | SERVICE CORP INTL | $350.41万 | 0.34% | 46,130 | 46,130 | — | $350.41万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $336.28万 | 0.32% | 38,314 | 779 | 2.1% | $6.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $329.43万 | 0.32% | 5,671 | -4,169 | -42.4% | -$242.18万 | 减仓 |
| ETR | ENTERGY CORP NEW | $327.01万 | 0.32% | 28,470 | 1,436 | 5.3% | $16.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $325.95万 | 0.31% | 6,514 | 232 | 3.7% | $11.61万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $315.01万 | 0.30% | 64,464 | 324 | 0.5% | $1.58万 | 加仓 |
| IMCG | ISHARES TR | $304.08万 | 0.29% | 30,934 | -248 | -0.8% | -$2.44万 | 减仓 |
| VLUE | ISHARES TR | $301.26万 | 0.29% | 15,078 | 1 | 0.0% | $200 | 加仓 |
| MTUM | ISHARES TR | $300.04万 | 0.29% | 8,752 | -412 | -4.5% | -$14.12万 | 减仓 |
| CME | CME GROUP INC | $295.57万 | 0.29% | 13,385 | 325 | 2.5% | $7.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $292.57万 | 0.28% | 33,292 | 14,344 | 75.7% | $126.05万 | 加仓 |
| IUSV | ISHARES TR | $285.51万 | 0.28% | 25,920 | -1,051 | -3.9% | -$11.58万 | 减仓 |
| MUB | ISHARES TR | $283.63万 | 0.27% | 26,355 | -5,037 | -16.0% | -$54.21万 | 减仓 |
| APH | AMPHENOL CORP | $280.81万 | 0.27% | 15,926 | 511 | 3.3% | $9.01万 | 加仓 |
| META | META PLATFORMS INC | $276.38万 | 0.27% | 4,907 | 581 | 13.4% | $32.72万 | 加仓 |
| GEV | GE VERNOVA INC | $270.79万 | 0.26% | 2,305 | -424 | -15.5% | -$49.81万 | 减仓 |
| V | VISA INC | $255.93万 | 0.25% | 7,459 | 398 | 5.6% | $13.66万 | 加仓 |
| TJX | TJX COS INC NEW | $253.35万 | 0.24% | 16,723 | 563 | 3.5% | $8.53万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $251.52万 | 0.24% | 32,793 | -1,243 | -3.7% | -$9.53万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $250.33万 | 0.24% | 6,420 | -240 | -3.6% | -$9.36万 | 减仓 |
| LLY | ELI LILLY & CO | $241.89万 | 0.23% | 2,017 | 1,343 | 199.3% | $161.06万 | 加仓 |
| IVW | ISHARES TR | $236.83万 | 0.23% | 17,220 | 2,003 | 13.2% | $27.55万 | 加仓 |
| EQIX | EQUINIX INC | $233.39万 | 0.23% | 2,239 | 2,239 | — | $233.39万 | 新建仓 |
| ALL | ALLSTATE CORP | $232.63万 | 0.22% | 9,777 | -412 | -4.0% | -$9.80万 | 减仓 |
| IMCV | ISHARES TR | $225.15万 | 0.22% | 24,639 | 1 | 0.0% | $91 | 加仓 |
| WFC | WELLS FARGO & CO | $222.67万 | 0.22% | 26,945 | 1,569 | 6.2% | $12.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $219.34万 | 0.21% | 49,446 | 8 | 0.0% | $355 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $214.96万 | 0.21% | 12,229 | 101 | 0.8% | $1.78万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $211.44万 | 0.20% | 3,006 | -151 | -4.8% | -$10.62万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $210.63万 | 0.20% | 4,288 | 74 | 1.8% | $3.63万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $203.06万 | 0.20% | 52,227 | 7,673 | 17.2% | $29.83万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $203.06万 | 0.20% | 7,225 | -431 | -5.6% | -$12.11万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $201.23万 | 0.19% | 24,027 | -1,440 | -5.7% | -$12.06万 | 减仓 |
| IXN | ISHARES TR | $199.71万 | 0.19% | 13,823 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $198.29万 | 0.19% | 21,920 | -1,916 | -8.0% | -$17.33万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $196.48万 | 0.19% | 5,235 | -793 | -13.2% | -$29.76万 | 减仓 |
| IQV | IQVIA HLDGS INC | $195.19万 | 0.19% | 10,102 | -848 | -7.7% | -$16.39万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $193.85万 | 0.19% | 49,314 | -518 | -1.0% | -$2.04万 | 减仓 |
| MAS | MASCO CORP | $193.61万 | 0.19% | 23,794 | -797 | -3.2% | -$6.49万 | 减仓 |