Kondo Wealth Advisors, Inc.
PASADENA CA · SEC CIK 0002070929
$2.99亿2026Q2 申报市值
75持仓数
79.0%前十大占比 · 第一大 18.0%
9 / 4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
VGIT 加仓+$183.28万
CVNA 加仓+$173.32万
ITOT 加仓+$165.37万
IDEV 加仓+$104.06万
DFSD 加仓+$80.85万
2026Q2 卖出最多 按季末市值估算
SUSB 减仓-$25.27万
CVLC 减仓-$24.08万
EXXON MOBIL CORP 清仓-$23.65万
CVX 清仓-$23.01万
MA 清仓-$21.39万
2026Q2 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 | $5,383.74万 | 18.00% | 327,735 | 10,067 | 3.2% | $165.37万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,888.58万 | 13.00% | 311,684 | 5,523 | 1.8% | $68.91万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,928.24万 | 9.79% | 496,479 | 31,075 | 6.7% | $183.28万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,603.32万 | 8.70% | 252,626 | 3,124 | 1.3% | $32.19万 | 加仓 |
| IDEV | ISHARES TR | $2,572.35万 | 8.60% | 288,994 | 11,691 | 4.2% | $104.06万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,887.78万 | 6.31% | 464,509 | 5,751 | 1.3% | $23.37万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,561.61万 | 5.22% | 327,035 | 16,932 | 5.5% | $80.85万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,099.61万 | 3.68% | 218,914 | 9,493 | 4.5% | $47.68万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $873.92万 | 2.92% | 106,652 | -461 | -0.4% | -$3.78万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $847.68万 | 2.83% | 156,917 | -3,187 | -2.0% | -$17.22万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $772.66万 | 2.58% | 140,456 | -2,495 | -1.7% | -$13.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $540.56万 | 1.81% | 65,648 | -292 | -0.4% | -$2.40万 | 减仓 |
| AAPL | APPLE INC | $381.18万 | 1.27% | 13,171 | 103 | 0.8% | $2.98万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $312.94万 | 1.05% | 50,482 | 1 | 0.0% | $62 | 加仓 |
| CVNA | CARVANA CO | $296.14万 | 0.99% | 44,993 | 26,333 | 141.1% | $173.32万 | 加仓 |
| DLN | WISDOMTREE TR | $212.21万 | 0.71% | 22,030 | -401 | -1.8% | -$3.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $205.43万 | 0.69% | 10,267 | 418 | 4.2% | $8.36万 | 加仓 |
| SUSB | ISHARES TR | $178.06万 | 0.60% | 71,253 | -10,114 | -12.4% | -$25.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $155.17万 | 0.52% | 22,198 | 103 | 0.5% | $7,200 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $143.14万 | 0.48% | 18,370 | 529 | 3.0% | $4.12万 | 加仓 |
| AMZN | AMAZON COM INC | $136.50万 | 0.46% | 5,727 | 45 | 0.8% | $1.07万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $131.70万 | 0.44% | 44,749 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $120.99万 | 0.40% | 14,605 | -111 | -0.8% | -$9,195 | 减仓 |
| DWM | WISDOMTREE TR | $112.84万 | 0.38% | 15,412 | -243 | -1.6% | -$1.78万 | 减仓 |
| IVV | ISHARES TR | $112.29万 | 0.38% | 1,499 | 3 | 0.2% | $2,247 | 加仓 |
| MSFT | MICROSOFT CORP | $111.91万 | 0.37% | 2,999 | 177 | 6.3% | $6.60万 | 加仓 |
| IJR | ISHARES TR | $106.72万 | 0.36% | 7,196 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $92.04万 | 0.31% | 22,622 | -52 | -0.2% | -$2,116 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $91.42万 | 0.31% | 8,504 | 21 | 0.2% | $2,258 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $89.94万 | 0.30% | 11,725 | 34 | 0.3% | $2,608 | 加仓 |
| CAT | CATERPILLAR INC | $81.04万 | 0.27% | 761 | 7 | 0.9% | $7,454 | 加仓 |
| GOOGL | ALPHABET INC | $80.59万 | 0.27% | 2,255 | 123 | 5.8% | $4.40万 | 加仓 |
| GOOG | ALPHABET INC | $77.17万 | 0.26% | 2,184 | 51 | 2.4% | $1.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $69.53万 | 0.23% | 944 | 70 | 8.0% | $5.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $68.45万 | 0.23% | 2,090 | 28 | 1.4% | $9,171 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $68.35万 | 0.23% | 8,039 | -1,393 | -14.8% | -$11.84万 | 减仓 |
| IEFA | ISHARES TR | $67.94万 | 0.23% | 7,035 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $66.98万 | 0.22% | 1,773 | 61 | 3.6% | $2.30万 | 加仓 |
| TSLA | TESLA INC | $65.91万 | 0.22% | 1,567 | 68 | 4.5% | $2.86万 | 加仓 |
| DIS | DISNEY WALT CO | $64.96万 | 0.22% | 6,748 | -49 | -0.7% | -$4,717 | 减仓 |
| IWM | ISHARES TR | $64.72万 | 0.22% | 2,154 | -23 | -1.1% | -$6,911 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $64.38万 | 0.22% | 3,863 | -33 | -0.8% | -$5,500 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.95万 | 0.21% | 1,258 | -32 | -2.5% | -$1.60万 | 减仓 |
| DGRW | WISDOMTREE TR | $55.19万 | 0.18% | 5,772 | -59 | -1.0% | -$5,642 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.04万 | 0.18% | 737 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $51.98万 | 0.17% | 5,501 | -2,549 | -31.7% | -$24.08万 | 减仓 |
| META | META PLATFORMS INC | $49.40万 | 0.17% | 877 | -89 | -9.2% | -$5.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.67万 | 0.15% | 387 | 387 | — | $44.67万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $44.58万 | 0.15% | 2,351 | -1 | -0.0% | -$190 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $40.70万 | 0.14% | 15,356 | 790 | 5.4% | $2.09万 | 加仓 |
| IWF | ISHARES TR | $40.55万 | 0.14% | 3,265 | 1 | 0.0% | $124 | 加仓 |
| IQDG | WISDOMTREE TR | $40.23万 | 0.13% | 9,338 | 16 | 0.2% | $689 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.09万 | 0.13% | 428 | -2 | -0.5% | -$1,873 | 减仓 |
| IWD | ISHARES TR | $38.31万 | 0.13% | 1,580 | -37 | -2.3% | -$8,972 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.97万 | 0.12% | 9,531 | 13 | 0.1% | $504 | 加仓 |
| WFC | WELLS FARGO & CO | $36.08万 | 0.12% | 4,366 | 22 | 0.5% | $1,818 | 加仓 |
| DEM | WISDOMTREE TR | $34.25万 | 0.11% | 6,365 | -27 | -0.4% | -$1,453 | 减仓 |
| LLY | ELI LILLY & CO | $32.28万 | 0.11% | 269 | 11 | 4.3% | $1.32万 | 加仓 |
| CSCO | CISCO SYS INC | $30.92万 | 0.10% | 2,632 | 53 | 2.1% | $6,225 | 加仓 |
| KLAC | KLA CORP | $30.53万 | 0.10% | 1,012 | 1,012 | — | $30.53万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.99万 | 0.10% | 499 | 499 | — | $28.99万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.49万 | 0.10% | 6,728 | 418 | 6.6% | $1.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.88万 | 0.09% | 542 | 542 | — | $25.88万 | 新建仓 |
| BAC | BANK OF AMER CORP | $25.78万 | 0.09% | 4,523 | -2,605 | -36.5% | -$14.85万 | 减仓 |
| WMT | WALMART INC | $25.41万 | 0.08% | 2,243 | 17 | 0.8% | $1,926 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $24.40万 | 0.08% | 4,906 | -29 | -0.6% | -$1,442 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.35万 | 0.08% | 2,120 | 2,120 | — | $24.35万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.20万 | 0.08% | 952 | 33 | 3.6% | $8,389 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.67万 | 0.08% | 234 | 2 | 0.9% | $2,023 | 重新持有 |
| DISV | DIMENSIONAL ETF TRUST | $22.86万 | 0.08% | 5,695 | 30 | 0.5% | $1,204 | 加仓 |
| INTC | INTEL CORP | $22.75万 | 0.08% | 1,629 | 1,629 | — | $22.75万 | 新建仓 |
| GE | GE AEROSPACE | $21.64万 | 0.07% | 579 | 579 | — | $21.64万 | 新建仓 |
| HD | HOME DEPOT INC | $21.39万 | 0.07% | 606 | -15 | -2.4% | -$5,294 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $21.24万 | 0.07% | 5,149 | 5,149 | — | $21.24万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.37万 | 0.07% | 470 | 470 | — | $20.37万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,394 | -100.0% | -$23.65万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,112 | -100.0% | -$23.01万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -428 | -100.0% | -$21.39万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -878 | -100.0% | -$20.76万 | 清仓 |