KW WEALTH MANAGEMENT LLC
SACRAMENTO CA · SEC CIK 0002078696
$02026Q1 申报市值
0持仓数
0.0%前十大占比
0 / 84新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
FLOT 清仓-$516.46万
AAPL 清仓-$451.23万
DIA 清仓-$437.17万
MSFT 清仓-$364.93万
TBIL 清仓-$285.12万
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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -101,545 | -100.0% | -$516.46万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -16,597 | -100.0% | -$451.23万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -9,096 | -100.0% | -$437.17万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -7,545 | -100.0% | -$364.93万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -57,160 | -100.0% | -$285.12万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -7,829 | -100.0% | -$245.69万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -28,648 | -100.0% | -$212.20万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -2,224 | -100.0% | -$191.79万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -7,592 | -100.0% | -$175.24万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -2,294 | -100.0% | -$156.47万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -3,948 | -100.0% | -$138.49万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -7,394 | -100.0% | -$137.90万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -13,553 | -100.0% | -$127.62万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -2,457 | -100.0% | -$123.51万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,328 | -100.0% | -$111.61万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,162 | -100.0% | -$105.50万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,330 | -100.0% | -$104.86万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -4,573 | -100.0% | -$104.51万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,921 | -100.0% | -$93.58万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -8,282 | -100.0% | -$92.28万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -2,809 | -100.0% | -$90.54万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,677 | -100.0% | -$88.38万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -10,342 | -100.0% | -$82.77万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,338 | -100.0% | -$82.22万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -3,624 | -100.0% | -$75.00万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -9,168 | -100.0% | -$67.37万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -4,697 | -100.0% | -$67.32万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -4,192 | -100.0% | -$63.90万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -5,061 | -100.0% | -$60.82万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -8,110 | -100.0% | -$56.70万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -850 | -100.0% | -$56.11万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -20,585 | -100.0% | -$55.39万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -6,614 | -100.0% | -$53.69万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -9,571 | -100.0% | -$52.64万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -3,280 | -100.0% | -$52.23万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -1,057 | -100.0% | -$51.15万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,549 | -100.0% | -$50.72万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -5,885 | -100.0% | -$50.02万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -11,814 | -100.0% | -$48.12万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$45.41万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -3,296 | -100.0% | -$41.30万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -22,885 | -100.0% | -$40.44万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -9,660 | -100.0% | -$39.25万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$37.38万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,689 | -100.0% | -$37.12万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,260 | -100.0% | -$36.93万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,432 | -100.0% | -$35.26万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -3,337 | -100.0% | -$34.17万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -453 | -100.0% | -$34.15万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | -8,687 | -100.0% | -$33.43万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,712 | -100.0% | -$31.55万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,235 | -100.0% | -$30.25万 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -22,251 | -100.0% | -$29.39万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,405 | -100.0% | -$29.09万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -501 | -100.0% | -$29.08万 | 清仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $0 | 0.00% | 0 | -14,058 | -100.0% | -$28.26万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -7,306 | -100.0% | -$28.04万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,430 | -100.0% | -$27.81万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,434 | -100.0% | -$27.40万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,204 | -100.0% | -$27.07万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,603 | -100.0% | -$27.03万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,292 | -100.0% | -$26.18万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,511 | -100.0% | -$26.08万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,400 | -100.0% | -$25.94万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,121 | -100.0% | -$25.52万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -826 | -100.0% | -$25.10万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -557 | -100.0% | -$25.05万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,990 | -100.0% | -$24.17万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,119 | -100.0% | -$24.07万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,640 | -100.0% | -$23.54万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -787 | -100.0% | -$23.30万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -2,664 | -100.0% | -$23.23万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -3,075 | -100.0% | -$22.53万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -608 | -100.0% | -$22.49万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -887 | -100.0% | -$22.20万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,019 | -100.0% | -$21.44万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -339 | -100.0% | -$21.31万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -5,613 | -100.0% | -$20.99万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,819 | -100.0% | -$20.19万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -777 | -100.0% | -$20.04万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -10,623 | -100.0% | -$14.91万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $0 | 0.00% | 0 | -13,002 | -100.0% | -$12.05万 | 清仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $0 | 0.00% | 0 | -10,207 | -100.0% | -$8.58万 | 清仓 |
| — | 0 | $0 | — | 0 | 0 | — | — | 清仓 |