13FBOX
KW WEALTH MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

KW WEALTH MANAGEMENT LLC

No.9428 数据截至 Q4 2025
最新持仓市值 (Q4 2025)
$6,590.0万
环比变动 Q3 2025
+$722.3万+12.3%
持仓股票数
83
新买入
8
加仓
49
减仓
13
清仓
3
持股不变
13
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Q4 2025 市值Q4 2025 股数上季度市值上季度股数股数变动操作
IiShares安硕·FLOATING RATE BOND ETFFLOT
7.84%7.31%$516.5万10.2万股$428.9万8.4万股+1.8万股+20.95%加仓
苹果AAPL
6.85%7.38%$451.2万1.7万股$433.0万1.7万股-407股-2.39%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
6.63%7.02%$437.2万9,096股$411.7万8,876股+220股+2.48%加仓
微软MSFT
5.54%6.58%$364.9万7,545股$385.8万7,448股+97股+1.30%加仓
RRBB FDTBIL
4.33%2.05%$285.1万5.7万股$120.1万2.4万股+3.3万股+137.90%加仓
AAlphabet Inc Class CGOOG
3.73%3.19%$245.7万7,829股$187.2万7,685股+144股+1.87%加仓
V先锋领航·TOTALBND
3.22%3.85%$212.2万2.9万股$225.9万3.0万股-1,729股-5.69%减仓
好市多COST
2.91%3.23%$191.8万2,224股$189.3万2,045股+179股+8.75%加仓
亚马逊AMZN
2.66%2.77%$175.2万7,592股$162.5万7,402股+190股+2.57%加仓
SSPDR标普500 ETFSPY
2.37%2.45%$156.5万2,294股$143.8万2,158股+136股+6.30%加仓
VisaV
2.1%2.08%$138.5万3,948股$122.3万3,581股+367股+10.25%加仓
英伟达NVDA
2.09%2.32%$137.9万7,394股$136.3万7,305股+89股+1.22%加仓
IiShares安硕信托USMV
1.94%2.18%$127.6万1.4万股$127.9万1.3万股+109股+0.81%加仓
伯克希尔哈撒韦BRK.B
1.87%1.96%$123.5万2,457股$114.8万2,284股+173股+7.57%加仓
G通用动力VTI
1.69%1.67%$111.6万3,328股$98.1万2,988股+340股+11.38%加仓
V先锋领航指数基金VUG
1.6%1.85%$105.5万2,162股$108.4万2,260股-98股-4.34%减仓
V先锋领航指数基金VV
1.59%1.72%$104.9万3,330股$101.1万3,284股+46股+1.40%加仓
艾伯维ABBV
1.59%1.64%$104.5万4,573股$96.3万4,158股+415股+9.98%加仓
SSPDR行业精选信托XLU
1.42%1.46%$93.6万2.2万股$85.9万9,844股+1.2万股+122.68%加仓
沃尔玛WMT
1.4%1.43%$92.3万8,282股$83.8万8,129股+153股+1.88%加仓
摩根大通JPM
1.37%1.37%$90.5万2,809股$80.3万2,545股+264股+10.37%加仓
联合健康UNH
1.34%1.58%$88.4万2,677股$92.4万2,677股00.00%持仓不变
R力拓BBP
1.26%1.16%$82.8万1.0万股$68.0万1.0万股+46股+0.45%加仓
I景顺QQQ信托VOO
1.25%1.36%$82.2万1,338股$79.6万1,326股+12股+0.90%加仓
强生JNJ
1.14%1.15%$75.0万3,624股$67.2万3,624股00.00%持仓不变
壳牌SHEL
1.02%1%$67.4万9,168股$58.9万8,240股+928股+11.26%加仓
宝洁PG
1.02%1.26%$67.3万4,697股$73.8万4,802股-105股-2.19%减仓
雪佛龙CVX
0.97%0.95%$63.9万4,192股$56.0万3,604股+588股+16.32%加仓
IiShares安硕·COREIJR
0.92%1.03%$60.8万5,061股$60.6万5,101股-40股-0.78%减仓
可口可乐KO
0.86%0.74%$56.7万8,110股$43.6万6,577股+1,533股+23.31%加仓
Meta平台META
0.85%0.87%$56.1万850股$51.2万697股+153股+21.95%加仓
S嘉信·USSCHX
0.84%0.93%$55.4万2.1万股$54.5万2.1万股-100股-0.48%减仓
IiShares黄金信托IAU
0.81%0.78%$53.7万6,614股$45.7万6,276股+338股+5.39%加仓
BBANK OF AMERBAC
0.8%0.84%$52.6万9,571股$49.2万9,546股+25股+0.26%加仓
NNRG ENERGYNRG
0.79%0.86%$52.2万3,280股$50.4万3,115股+165股+5.30%加仓
洛克希德马丁LMT
0.78%0.67%$51.2万1,057股$39.4万788股+269股+34.14%加仓
AMGEN COMAMGN
0.77%0.75%$50.7万1,549股$43.7万1,549股00.00%持仓不变
迈威尔MRVL
0.76%0.8%$50.0万5,885股$47.0万5,595股+290股+5.18%加仓
威瑞森VZ
0.73%0.79%$48.1万1.2万股$46.5万1.1万股+1,244股+11.77%加仓
谷歌AGOOGL
0.69%0.58%$45.4万1,450股$34.2万1,406股+44股+3.13%加仓
雅培ABT
0.63%0.74%$41.3万3,296股$43.1万3,221股+75股+2.33%加仓
GGlobal X基金QYLD
0.61%0.5%$40.4万2.3万股$29.5万1.7万股+5,563股+32.12%加仓
GGlobal X基金XYLD
0.6%0.53%$39.2万9,660股$31.4万7,991股+1,669股+20.89%加仓
博通AVGO
0.57%0.39%$37.4万1,080股$22.8万690股+390股+56.52%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.56%0.62%$37.1万1,689股$36.4万1,689股00.00%持仓不变
SSPDR行业精选信托XLE
0.56%0.6%$36.9万8,260股$34.9万3,909股+4,351股+111.31%加仓
IiShares安硕·RUSSELLIWM
0.54%0.57%$35.3万1,432股$33.2万1,370股+62股+4.53%加仓
PRICE T ROWE COMTROW
0.52%0.36%$34.2万3,337股$21.0万2,048股+1,289股+62.94%加仓
V先锋领航全球基金VGT
0.52%0.58%$34.1万453股$33.8万453股00.00%持仓不变
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB
0.51%0.42%$33.4万8,687股$24.4万6,388股+2,299股+35.99%加仓

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