13FBOX
CALIBER WEALTH MANAGEMENT, LLC / KS · 13F 持仓分析
期权收益计算器 机构排行

CALIBER WEALTH MANAGEMENT, LLC / KS

No.2713 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.36亿
环比变动 Q1 2026
+$1.22亿+13.3%
持仓股票数
300
新买入
43
加仓
117
减仓
116
清仓
13
持股不变
24
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
15.7%15.61%$1.63亿21.7万股$1.43亿21.8万股-1,282股-0.59%减仓
A美国世纪ETF信托AVUS
7.78%7.37%$8,053.4万62.9万股$6,731.1万60.5万股+2.3万股+3.86%加仓
IiShares安硕·COREIJH
3.39%3.23%$3,512.3万45.5万股$2,953.2万43.7万股+1.8万股+4.16%加仓
IiShares安硕·RUSSELLIWF
3.25%3.22%$3,370.6万27.1万股$2,940.4万6.9万股+20.2万股+293.64%加仓
IiShares安硕信托AGG
2.95%3.31%$3,055.5万30.9万股$3,021.0万30.4万股+4,377股+1.44%加仓
G通用动力VTI
2.78%2.8%$2,879.4万7.8万股$2,559.5万8.0万股-1,968股-2.47%减仓
AVANTIS INTLNGG
2.35%2.51%$2,431.2万27.3万股$2,289.9万27.0万股+2,652股+0.98%加仓
V先锋领航指数基金VOO
2.28%2.3%$2,358.0万3.4万股$2,102.7万3.5万股-856股-2.43%减仓
IiShares安硕·COREIJR
2.14%2.06%$2,213.3万14.9万股$1,881.2万15.1万股-2,097股-1.39%减仓
A美国世纪ETF信托AVEM
2.06%1.92%$2,138.1万22.2万股$1,755.3万21.8万股+3,754股+1.72%加仓
IiShares安硕信托IEFA
1.96%2.02%$2,028.6万21.0万股$1,847.4万20.4万股+5,976股+2.93%加仓
PPGIM ULTRAPULS
1.81%1.65%$1,874.8万37.8万股$1,507.1万30.4万股+7.4万股+24.27%加仓
I景顺QQQ信托VOO
1.77%1.61%$1,827.9万2.5万股$1,469.0万2.5万股-628股-2.47%减仓
AAvantis·U SAVUV
1.46%1.41%$1,508.5万12.1万股$1,292.9万11.7万股+3,879股+3.31%加仓
SSPDR行业精选信托XLK
1.45%1.17%$1,499.2万7.9万股$1,071.8万8.1万股-1,959股-2.43%减仓
IiShares白银信托SLV
1.15%1.69%$1,191.5万22.3万股$1,541.4万22.6万股-3,384股-1.50%减仓
沃尔玛WMT
1%1.26%$1,037.3万9.2万股$1,148.9万9.2万股-860股-0.93%减仓
DDimensional维度ETF信托DFIV
0.99%1.12%$1,029.3万19.1万股$1,023.6万19.4万股-3,387股-1.75%减仓
AAlphabet Inc Class CGOOG
0.95%0.89%$985.2万2.8万股$809.2万2.8万股-327股-1.16%减仓
博通AVGO
0.86%0.66%$888.7万2.4万股$600.8万1.9万股+4,116股+21.20%加仓
V先锋领航·MIDVO
0.81%0.84%$836.8万10.4万股$766.7万2.7万股+7.7万股+288.99%加仓
SSPDR标普500 ETFSPY
0.77%0.8%$801.4万1.1万股$732.4万1.1万股-530股-4.71%减仓
微软MSFT
0.76%0.84%$786.1万2.1万股$764.1万2.1万股+434股+2.10%加仓
摩根大通JPM
0.75%0.77%$778.3万2.4万股$700.5万2.4万股-36股-0.15%减仓
苹果AAPL
0.75%0.71%$773.1万2.7万股$648.0万2.6万股+1,187股+4.65%加仓
AAvantis US Small Cap Value ETFAVDV
0.68%0.72%$703.6万6.8万股$661.5万6.6万股+2,039股+3.08%加仓
IiShares安硕信托SGOV
0.67%0.68%$689.7万6.9万股$619.5万6.2万股+6,964股+11.32%加仓
亚马逊AMZN
0.64%0.64%$660.9万2.8万股$589.2万2.8万股-557股-1.97%减仓
IINNOVATOR ETFSBUFF
0.62%0.62%$642.5万12.2万股$565.0万11.4万股+7,615股+6.66%加仓
IiShares安硕·S&PIVE
0.61%0.63%$635.2万2.8万股$579.9万2.7万股+509股+1.85%加仓
IInnovator ETF信托UMAR
0.57%0.6%$585.3万13.9万股$550.6万13.9万股00.00%持仓不变
家得宝HD
0.55%0.55%$573.4万1.6万股$500.4万1.5万股+1,042股+6.85%加仓
UNITED RENTALSURI
0.54%0.4%$555.1万4,900股$363.5万4,989股-89股-1.78%减仓
V先锋领航指数基金VUG
0.53%0.48%$549.0万6.4万股$441.2万1.0万股+5.4万股+530.88%加仓
马拉松石油MPC
0.51%0.55%$531.8万2.1万股$504.3万2.1万股+149股+0.72%加仓
V先锋领航市政债券基金VTEB
0.51%0.63%$527.7万10.4万股$576.2万11.5万股-1.1万股-9.67%减仓
IiShares安硕IEMG
0.48%0.45%$498.8万6.0万股$412.6万5.9万股+1,061股+1.79%加仓
IiShares安硕信托USMV
0.47%0.52%$490.3万5.1万股$471.5万5.1万股-4股-0.01%减仓
强生JNJ
0.46%0.5%$479.6万1.9万股$460.9万1.9万股+27股+0.14%加仓
ANALOG DEVICES COMADI
0.46%0.42%$478.5万1.2万股$381.8万1.2万股+46股+0.38%加仓
英伟达NVDA
0.46%0.26%$472.1万2.4万股$239.0万1.4万股+9,890股+72.17%加仓
江森自控JCI
0.45%0.48%$465.8万3.2万股$434.2万3.3万股-1,274股-3.84%减仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.45%0.51%$463.4万9.1万股$463.0万9.1万股+397股+0.44%加仓
伊顿ETN
0.44%0.41%$456.2万1.1万股$377.1万1.1万股+164股+1.56%加仓
V先锋领航STAR基金VXUS
0.44%0.45%$455.0万5.3万股$415.2万5.4万股-627股-1.16%减仓
SSPDR黄金信托GLD
0.42%0.56%$437.1万1.2万股$513.1万1.2万股-58股-0.49%减仓
CHUBB LIMITEDCB
0.4%0.43%$415.8万1.2万股$388.7万1.2万股+278股+2.33%加仓
S嘉信策略信托SCHD
0.4%0.45%$413.6万13.0万股$410.4万13.4万股-3,339股-2.50%减仓
艾伯维ABBV
0.4%0.37%$409.3万1.6万股$337.4万1.6万股+750股+4.83%加仓
联合太平洋铁路UNP
0.39%0.39%$407.9万1.5万股$354.7万1.5万股+377股+2.58%加仓

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