Kassira Wealth Management LLC
KNOXVILLE TN · SEC CIK 0002095972
$1.09亿2026Q1 申报市值
59持仓数
55.1%前十大占比 · 第一大 10.0%
13 / 7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
SGOV 新建仓+$1,090.77万
BA 加仓+$165.12万
BRK/B 加仓+$139.97万
CIEN 新建仓+$114.99万
EGAIN CORP 新建仓+$114.38万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$456.61万
BTI 清仓-$332.38万
BIL 减仓-$207.16万
POWL 减仓-$128.94万
GLD 减仓-$87.91万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,090.77万 | 10.02% | 108,362 | 108,362 | — | $1,090.77万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,005.92万 | 9.24% | 34,981 | -66 | -0.2% | -$1.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $811.69万 | 7.46% | 18,583 | -332 | -1.8% | -$14.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $704.28万 | 6.47% | 40,383 | 678 | 1.7% | $11.82万 | 加仓 |
| BIL | SPDR SERIES TRUST | $586.74万 | 5.39% | 64,027 | -22,606 | -26.1% | -$207.16万 | 减仓 |
| AMZN | AMAZON COM INC | $427.70万 | 3.93% | 20,536 | -1,187 | -5.5% | -$24.72万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $418.97万 | 3.85% | 71,569 | 2,696 | 3.9% | $15.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $399.84万 | 3.67% | 8,344 | 2,921 | 53.9% | $139.97万 | 加仓 |
| PFE | PFIZER INC | $304.56万 | 2.80% | 108,463 | 982 | 0.9% | $2.76万 | 加仓 |
| D | DOMINION ENERGY INC | $248.46万 | 2.28% | 40,191 | 1,053 | 2.7% | $6.51万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $227.90万 | 2.09% | 38,270 | 3,765 | 10.9% | $22.42万 | 加仓 |
| GLD | SPDR GOLD TR | $225.51万 | 2.07% | 5,241 | -2,043 | -28.0% | -$87.91万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $208.81万 | 1.92% | 8,114 | -102 | -1.2% | -$2.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $205.29万 | 1.89% | 6,399 | -325 | -4.8% | -$10.43万 | 减仓 |
| XBI | SPDR SERIES TRUST | $202.77万 | 1.86% | 15,875 | -68 | -0.4% | -$8,686 | 减仓 |
| SLYV | SPDR SERIES TRUST | $199.92万 | 1.84% | 21,138 | 86 | 0.4% | $8,134 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $194.47万 | 1.79% | 6,964 | 920 | 15.2% | $25.69万 | 加仓 |
| BA | BOEING CO | $190.29万 | 1.75% | 9,561 | 8,296 | 655.8% | $165.12万 | 加仓 |
| IJR | ISHARES TR | $175.04万 | 1.61% | 14,081 | -4,456 | -24.0% | -$55.39万 | 减仓 |
| ABBV | ABBVIE INC | $168.47万 | 1.55% | 7,746 | 353 | 4.8% | $7.68万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $162.55万 | 1.49% | 35,422 | 153 | 0.4% | $7,021 | 加仓 |
| WMT | WALMART INC | $140.93万 | 1.29% | 11,340 | 42 | 0.4% | $5,220 | 加仓 |
| NET | CLOUDFLARE INC | $138.68万 | 1.27% | 6,721 | -3,324 | -33.1% | -$68.59万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $137.77万 | 1.27% | 178,689 | 49,616 | 38.4% | $38.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $137.00万 | 1.26% | 5,063 | 339 | 7.2% | $9.17万 | 加仓 |
| EFV | ISHARES TR | $134.53万 | 1.24% | 18,094 | 103 | 0.6% | $7,658 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $126.95万 | 1.17% | 19,811 | 668 | 3.5% | $4.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $121.12万 | 1.11% | 13,655 | 1,535 | 12.7% | $13.62万 | 加仓 |
| MGK | VANGUARD WORLD FD | $119.42万 | 1.10% | 3,250 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $118.30万 | 1.09% | 3,196 | 390 | 13.9% | $14.44万 | 加仓 |
| CIEN | CIENA CORP | $114.99万 | 1.06% | 2,962 | 2,962 | — | $114.99万 | 新建仓 |
| — | EGAIN CORP | $114.38万 | 1.05% | 144,962 | 144,962 | — | $114.38万 | 新建仓 |
| IHAK | ISHARES TR | $113.29万 | 1.04% | 25,954 | -8,872 | -25.5% | -$38.73万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $107.12万 | 0.98% | 47,046 | 16,132 | 52.2% | $36.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $100.56万 | 0.92% | 2,930 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $83.15万 | 0.76% | 1,273 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $75.11万 | 0.69% | 15,789 | 601 | 4.0% | $2.86万 | 加仓 |
| POWL | POWELL INDS INC | $62.55万 | 0.57% | 1,156 | -2,383 | -67.3% | -$128.94万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $61.62万 | 0.57% | 10,343 | 10,343 | — | $61.62万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $58.13万 | 0.53% | 9,549 | 9,549 | — | $58.13万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $56.23万 | 0.52% | 4,294 | 2,548 | 145.9% | $33.36万 | 加仓 |
| IWM | ISHARES TR | $53.42万 | 0.49% | 2,154 | -142 | -6.2% | -$3.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.93万 | 0.47% | 8,398 | 2 | 0.0% | $121 | 加仓 |
| AGX | ARGAN INC | $48.96万 | 0.45% | 899 | 899 | — | $48.96万 | 新建仓 |
| FAST | FASTENAL CO | $47.41万 | 0.44% | 10,217 | 10,217 | — | $47.41万 | 新建仓 |
| ETN | EATON CORP PLC | $46.60万 | 0.43% | 1,303 | -4 | -0.3% | -$1,431 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.58万 | 0.42% | 2,843 | 2,843 | — | $45.58万 | 新建仓 |
| AMGN | AMGEN INC | $41.10万 | 0.38% | 1,168 | 14 | 1.2% | $4,926 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $33.80万 | 0.31% | 2,363 | 2,363 | — | $33.80万 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $33.56万 | 0.31% | 4,384 | 4,384 | — | $33.56万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $30.74万 | 0.28% | 4,628 | -98 | -2.1% | -$6,509 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $30.53万 | 0.28% | 1,085 | -100 | -8.4% | -$2.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.92万 | 0.23% | 1,270 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $24.67万 | 0.23% | 5,094 | 21 | 0.4% | $1,017 | 加仓 |
| CMI | CUMMINS INC | $24.21万 | 0.22% | 450 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $23.93万 | 0.22% | 700 | 700 | — | $23.93万 | 新建仓 |
| IJH | ISHARES TR | $20.73万 | 0.19% | 3,070 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $20.14万 | 0.19% | 7,261 | 7,261 | — | $20.14万 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $4.41万 | 0.04% | 10,000 | 10,000 | — | $4.41万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -37,943 | -100.0% | -$456.61万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -58,703 | -100.0% | -$332.38万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -40,458 | -100.0% | -$52.72万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$40.61万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -462 | -100.0% | -$26.47万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -1,144 | -100.0% | -$23.45万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -2,655 | -100.0% | -$22.96万 | 清仓 |