Kassira Wealth Management LLC
KNOXVILLE TN · SEC CIK 0002095972
$1.25亿2026Q2 申报市值
64持仓数
54.6%前十大占比 · 第一大 9.5%
7 / 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
GLD 加仓+$377.63万
BIL 加仓+$110.09万
SGOV 加仓+$93.20万
HON 新建仓+$72.83万
HONA 新建仓+$71.92万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$141.56万
VUG 减仓-$94.82万
PSIX 清仓-$58.13万
AMZN 减仓-$52.29万
POWL 减仓-$51.69万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,184.08万 | 9.50% | 117,620 | 9,258 | 8.5% | $93.20万 | 加仓 |
| GOOGL | ALPHABET INC | $1,108.57万 | 8.89% | 31,020 | -3,961 | -11.3% | -$141.56万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $865.62万 | 6.94% | 100,490 | -11,008 | -9.9% | -$94.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $801.61万 | 6.43% | 40,062 | -321 | -0.8% | -$6.42万 | 减仓 |
| BIL | SPDR SERIES TRUST | $696.83万 | 5.59% | 76,040 | 12,013 | 18.8% | $110.09万 | 加仓 |
| GLD | SPDR GOLD TR | $570.69万 | 4.58% | 15,492 | 10,251 | 195.6% | $377.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $444.50万 | 3.57% | 8,883 | 539 | 6.5% | $26.97万 | 加仓 |
| AMZN | AMAZON COM INC | $437.16万 | 3.51% | 18,342 | -2,194 | -10.7% | -$52.29万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $424.45万 | 3.40% | 72,930 | 1,361 | 1.9% | $7.92万 | 加仓 |
| D | DOMINION ENERGY INC | $274.98万 | 2.21% | 40,267 | 76 | 0.2% | $5,190 | 加仓 |
| PFE | PFIZER INC | $263.72万 | 2.12% | 109,519 | 1,056 | 1.0% | $2.54万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $248.35万 | 1.99% | 8,108 | -6 | -0.1% | -$1,838 | 减仓 |
| XBI | SPDR SERIES TRUST | $247.14万 | 1.98% | 15,617 | -258 | -1.6% | -$4.08万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $242.31万 | 1.94% | 41,083 | 2,813 | 7.4% | $16.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $235.38万 | 1.89% | 6,361 | -38 | -0.6% | -$1.41万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $229.02万 | 1.84% | 20,990 | -148 | -0.7% | -$1.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $214.08万 | 1.72% | 5,151 | 88 | 1.7% | $3.66万 | 加仓 |
| IJR | ISHARES TR | $209.34万 | 1.68% | 14,115 | 34 | 0.2% | $5,043 | 加仓 |
| BA | BOEING CO | $207.64万 | 1.67% | 9,592 | 31 | 0.3% | $6,711 | 加仓 |
| ABBV | ABBVIE INC | $193.81万 | 1.55% | 7,702 | -44 | -0.6% | -$1.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $178.98万 | 1.44% | 7,206 | 242 | 3.5% | $6.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $161.43万 | 1.29% | 4,328 | 1,132 | 35.4% | $42.22万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $160.81万 | 1.29% | 35,467 | 45 | 0.1% | $2,040 | 加仓 |
| IHAK | ISHARES TR | $160.08万 | 1.28% | 26,368 | 414 | 1.6% | $2.51万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $148.32万 | 1.19% | 50,569 | 3,523 | 7.5% | $10.33万 | 加仓 |
| NET | CLOUDFLARE INC | $146.70万 | 1.18% | 5,981 | -740 | -11.0% | -$18.15万 | 减仓 |
| MGK | VANGUARD WORLD FD | $142.85万 | 1.15% | 16,250 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $142.44万 | 1.14% | 19,991 | 180 | 0.9% | $1.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $138.97万 | 1.11% | 14,412 | 757 | 5.5% | $7.30万 | 加仓 |
| EFV | ISHARES TR | $138.45万 | 1.11% | 18,086 | -8 | -0.0% | -$612 | 减仓 |
| CIEN | CIENA CORP | $130.34万 | 1.05% | 2,657 | -305 | -10.3% | -$14.96万 | 减仓 |
| WMT | WALMART INC | $129.68万 | 1.04% | 11,450 | 110 | 1.0% | $1.25万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $104.43万 | 0.84% | 2,948 | 18 | 0.6% | $6,376 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $97.63万 | 0.78% | 180,135 | 1,446 | 0.8% | $7,837 | 加仓 |
| IVV | ISHARES TR | $95.33万 | 0.76% | 1,273 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $92.76万 | 0.74% | 10,223 | -120 | -1.2% | -$1.09万 | 减仓 |
| — | EGAIN CORP | $91.94万 | 0.74% | 145,932 | 970 | 0.7% | $6,111 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $86.39万 | 0.69% | 15,839 | 50 | 0.3% | $2,727 | 加仓 |
| HON | HONEYWELL INTL INC | $72.83万 | 0.58% | 3,253 | 3,253 | — | $72.83万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $71.92万 | 0.58% | 3,253 | 3,253 | — | $71.92万 | 新建仓 |
| AGX | ARGAN INC | $71.64万 | 0.57% | 897 | -2 | -0.2% | -$1,597 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $68.88万 | 0.55% | 5,442 | 1,148 | 26.7% | $14.53万 | 加仓 |
| IWM | ISHARES TR | $64.72万 | 0.52% | 2,154 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $55.86万 | 0.45% | 1,311 | 8 | 0.6% | $3,409 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.61万 | 0.41% | 700 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $49.38万 | 0.40% | 10,282 | 65 | 0.6% | $3,122 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.39万 | 0.39% | 8,398 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $47.62万 | 0.38% | 1,663 | -1,805 | -52.0% | -$51.69万 | 减仓 |
| AMGN | AMGEN INC | $42.30万 | 0.34% | 1,168 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $37.49万 | 0.30% | 1,071 | -14 | -1.3% | -$4,901 | 减仓 |
| CLS | CELESTICA INC | $37.06万 | 0.30% | 1,016 | 1,016 | — | $37.06万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $34.98万 | 0.28% | 4,422 | 38 | 0.9% | $3,006 | 加仓 |
| CMI | CUMMINS INC | $32.09万 | 0.26% | 450 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.68万 | 0.22% | 1,270 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $26.39万 | 0.21% | 1,309 | 1,309 | — | $26.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $24.25万 | 0.19% | 500 | 500 | — | $24.25万 | 新建仓 |
| IJH | ISHARES TR | $23.67万 | 0.19% | 3,070 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $23.49万 | 0.19% | 2,370 | 7 | 0.3% | $694 | 加仓 |
| KR | KROGER CO | $23.11万 | 0.19% | 4,162 | 4,162 | — | $23.11万 | 新建仓 |
| URA | GLOBAL X FDS | $22.43万 | 0.18% | 5,132 | 38 | 0.7% | $1,661 | 加仓 |
| APP | APPLOVIN CORP | $20.61万 | 0.17% | 400 | 0 | 0.0% | — | 重新持有 |
| BEAM | BEAM THERAPEUTICS INC | $20.59万 | 0.17% | 6,000 | 6,000 | — | $20.59万 | 新建仓 |
| AAPL | APPLE INC | $20.08万 | 0.16% | 694 | -344 | -33.1% | -$9.95万 | 重新持有 |
| — | NIAGEN BIOSCIENCE INC | $3.19万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -9,549 | -100.0% | -$58.13万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,843 | -100.0% | -$45.58万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -4,628 | -100.0% | -$30.74万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,261 | -100.0% | -$20.14万 | 清仓 |