Kondo Wealth Advisors, Inc.
PASADENA CA · SEC CIK 0002070929
$2.66亿2026Q1 申报市值
69持仓数
79.8%前十大占比 · 第一大 17.0%
5 / 6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
VGIT 加仓+$164.98万
ITOT 加仓+$84.13万
DFSD 加仓+$61.00万
AZN 新建仓+$46.39万
VTIP 加仓+$32.71万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$74.37万
DFIV 减仓-$35.66万
VTEB 清仓-$35.18万
NFLX 清仓-$27.59万
AXP 清仓-$23.94万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $4,524.56万 | 17.03% | 317,668 | 5,907 | 1.9% | $84.13万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,382.17万 | 12.73% | 306,161 | 1,483 | 0.5% | $16.38万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,771.48万 | 10.43% | 465,404 | 27,705 | 6.3% | $164.98万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,491.54万 | 9.38% | 249,502 | -7,447 | -2.9% | -$74.37万 | 减仓 |
| IDEV | ISHARES TR | $2,317.43万 | 8.72% | 277,303 | 3,707 | 1.4% | $30.98万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,585.01万 | 5.97% | 458,758 | 4,695 | 1.0% | $16.22万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,484.78万 | 5.59% | 310,103 | 12,740 | 4.3% | $61.00万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,046.07万 | 3.94% | 209,421 | 6,548 | 3.2% | $32.71万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $845.04万 | 3.18% | 160,104 | -6,757 | -4.0% | -$35.66万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $759.56万 | 2.86% | 107,113 | -79 | -0.1% | -$5,602 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $692.75万 | 2.61% | 142,951 | -3,022 | -2.1% | -$14.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $469.04万 | 1.77% | 65,940 | -152 | -0.2% | -$1.08万 | 减仓 |
| AAPL | APPLE INC | $331.70万 | 1.25% | 13,068 | 224 | 1.7% | $5.69万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $251.70万 | 0.95% | 50,481 | -500 | -1.0% | -$2.49万 | 减仓 |
| SUSB | ISHARES TR | $203.95万 | 0.77% | 81,367 | -998 | -1.2% | -$2.50万 | 减仓 |
| DLN | WISDOMTREE TR | $200.39万 | 0.75% | 22,431 | -1,858 | -7.6% | -$16.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $171.77万 | 0.65% | 9,849 | 269 | 2.8% | $4.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $139.90万 | 0.53% | 17,841 | 232 | 1.3% | $1.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $137.98万 | 0.52% | 22,095 | 27 | 0.1% | $1,686 | 加仓 |
| AMZN | AMAZON COM INC | $118.34万 | 0.45% | 5,682 | 399 | 7.6% | $8.31万 | 加仓 |
| CVNA | CARVANA CO | $117.33万 | 0.44% | 3,732 | -101 | -2.6% | -$3.18万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $114.74万 | 0.43% | 44,749 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $109.42万 | 0.41% | 15,655 | -452 | -2.8% | -$3.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $104.54万 | 0.39% | 2,822 | -251 | -8.2% | -$9.30万 | 减仓 |
| IEMG | ISHARES INC | $102.64万 | 0.39% | 14,716 | 677 | 4.8% | $4.72万 | 加仓 |
| IVV | ISHARES TR | $97.72万 | 0.37% | 1,496 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $90.23万 | 0.34% | 11,691 | 111 | 1.0% | $8,567 | 加仓 |
| IJR | ISHARES TR | $89.45万 | 0.34% | 7,196 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $83.46万 | 0.31% | 8,483 | 4 | 0.0% | $394 | 加仓 |
| DES | WISDOMTREE TR | $81.49万 | 0.31% | 22,674 | -1,220 | -5.1% | -$4.38万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $68.56万 | 0.26% | 9,432 | -815 | -8.0% | -$5.92万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $67.58万 | 0.25% | 3,896 | -6 | -0.2% | -$1,041 | 减仓 |
| DIS | DISNEY WALT CO | $65.52万 | 0.25% | 6,797 | -517 | -7.1% | -$4.98万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $64.45万 | 0.24% | 8,050 | -1,471 | -15.5% | -$11.78万 | 减仓 |
| IEFA | ISHARES TR | $63.69万 | 0.24% | 7,035 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.82万 | 0.23% | 1,290 | 411 | 46.8% | $19.70万 | 加仓 |
| GOOGL | ALPHABET INC | $61.31万 | 0.23% | 2,132 | 123 | 6.1% | $3.54万 | 加仓 |
| GOOG | ALPHABET INC | $61.19万 | 0.23% | 2,133 | 27 | 1.3% | $7,745 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.69万 | 0.23% | 2,062 | 705 | 52.0% | $20.75万 | 加仓 |
| TSLA | TESLA INC | $55.73万 | 0.21% | 1,499 | 25 | 1.7% | $9,294 | 加仓 |
| META | META PLATFORMS INC | $55.27万 | 0.21% | 966 | 2 | 0.2% | $1,144 | 加仓 |
| IWM | ISHARES TR | $54.00万 | 0.20% | 2,177 | -20 | -0.9% | -$4,961 | 减仓 |
| CAT | CATERPILLAR INC | $53.42万 | 0.20% | 754 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $52.99万 | 0.20% | 1,712 | 235 | 15.9% | $7.27万 | 加仓 |
| DGRW | WISDOMTREE TR | $51.22万 | 0.19% | 5,831 | -1,563 | -21.1% | -$13.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $50.46万 | 0.19% | 874 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.93万 | 0.18% | 737 | 3 | 0.4% | $1,951 | 加仓 |
| AZN | ASTRAZENECA PLC | $46.39万 | 0.17% | 2,352 | 2,352 | — | $46.39万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.88万 | 0.16% | 430 | 97 | 29.1% | $9.67万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $38.76万 | 0.15% | 14,566 | 143 | 1.0% | $3,805 | 加仓 |
| IQDG | WISDOMTREE TR | $37.42万 | 0.14% | 9,322 | -2,595 | -21.8% | -$10.42万 | 减仓 |
| IWF | ISHARES TR | $34.79万 | 0.13% | 816 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.75万 | 0.13% | 7,128 | 1,519 | 27.1% | $7.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $34.58万 | 0.13% | 4,344 | -20 | -0.5% | -$1,592 | 减仓 |
| IWD | ISHARES TR | $34.56万 | 0.13% | 1,617 | 4 | 0.2% | $855 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.35万 | 0.13% | 9,518 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $31.77万 | 0.12% | 6,392 | -36 | -0.6% | -$1,789 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.68万 | 0.12% | 6,310 | -494 | -7.3% | -$2.48万 | 减仓 |
| WMT | WALMART INC | $27.67万 | 0.10% | 2,226 | -9 | -0.4% | -$1,119 | 减仓 |
| LLY | ELI LILLY & CO | $23.74万 | 0.09% | 258 | 6 | 2.4% | $5,522 | 加仓 |
| — | EXXON MOBIL CORP | $23.65万 | 0.09% | 1,394 | 1,394 | — | $23.65万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.01万 | 0.09% | 1,112 | 1,112 | — | $23.01万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $22.59万 | 0.09% | 4,935 | 20 | 0.4% | $916 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $22.49万 | 0.08% | 919 | -166 | -15.3% | -$4.06万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $22.34万 | 0.08% | 5,665 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $21.39万 | 0.08% | 428 | -1 | -0.2% | -$500 | 减仓 |
| LOW | LOWES COS INC | $20.76万 | 0.08% | 878 | 878 | — | $20.76万 | 新建仓 |
| HD | HOME DEPOT INC | $20.44万 | 0.08% | 621 | 621 | — | $20.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.01万 | 0.08% | 2,579 | -240 | -8.5% | -$1.86万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -6,996 | -100.0% | -$35.18万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,943 | -100.0% | -$27.59万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -647 | -100.0% | -$23.94万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -454 | -100.0% | -$23.73万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -771 | -100.0% | -$22.84万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$22.11万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |