13FBOX
Kassira Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Kassira Wealth Management LLC

No.8721
最新持仓市值 (Q2 2026)
$1.25亿
环比变动 Q1 2026
+$1,580.6万+14.5%
持仓股票数
63
新买入
8
加仓
33
减仓
13
清仓
4
持股不变
9
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SGOV
9.5%10.02%$1,184.1万11.8万股$1,090.8万10.8万股+9,258股+8.54%加仓
谷歌AGOOGL
8.89%9.24%$1,108.6万3.1万股$1,005.9万3.5万股-3,961股-11.32%减仓
V先锋领航指数基金VUG
6.94%7.46%$865.6万10.0万股$811.7万1.9万股+8.2万股+440.76%加仓
英伟达NVDA
6.62%6.47%$825.9万4.1万股$704.3万4.0万股+179股+0.44%加仓
SSPDR道富系列信托BIL
5.59%5.39%$696.8万7.6万股$586.7万6.4万股+1.2万股+18.76%加仓
SSPDR黄金信托GLD
4.58%2.07%$570.7万1.5万股$225.5万5,241股+1.0万股+195.59%加仓
伯克希尔哈撒韦BRK.B
3.57%3.67%$444.5万8,883股$399.8万8,344股+539股+6.46%加仓
亚马逊AMZN
3.51%3.93%$437.2万1.8万股$427.7万2.1万股-2,194股-10.68%减仓
V先锋领航斯科茨代尔基金VGSH
3.4%3.85%$424.5万7.3万股$419.0万7.2万股+1,361股+1.90%加仓
道明尼能源D
2.21%2.28%$275.0万4.0万股$248.5万4.0万股+76股+0.19%加仓
辉瑞PFE
2.12%2.8%$263.7万11.0万股$304.6万10.8万股+1,056股+0.97%加仓
V先锋领航指数基金VOT
1.99%1.92%$248.3万8,108股$208.8万8,114股-6股-0.07%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
1.98%1.86%$247.1万1.6万股$202.8万1.6万股-258股-1.63%减仓
V先锋领航斯科茨代尔基金VGIT
1.94%2.09%$242.3万4.1万股$227.9万3.8万股+2,813股+7.35%加仓
G通用动力VTI
1.89%1.89%$235.4万6,361股$205.3万6,399股-38股-0.59%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
1.84%1.84%$229.0万2.1万股$199.9万2.1万股-148股-0.70%减仓
联合健康UNH
1.72%1.26%$214.1万5,151股$137.0万5,063股+88股+1.74%加仓
IiShares安硕·COREIJR
1.68%1.61%$209.3万1.4万股$175.0万1.4万股+34股+0.24%加仓
波音BA
1.67%1.75%$207.6万9,592股$190.3万9,561股+31股+0.32%加仓
艾伯维ABBV
1.55%1.55%$193.8万7,702股$168.5万7,746股-44股-0.57%减仓
星座能源CEG
1.44%1.79%$179.0万7,206股$194.5万6,964股+242股+3.48%加仓
微软MSFT
1.29%1.09%$161.4万4,328股$118.3万3,196股+1,132股+35.42%加仓
SSPDR行业精选信托XLU
1.29%1.49%$160.8万3.5万股$162.6万3.5万股+45股+0.13%加仓
IiShares安硕信托IHAK
1.28%1.04%$160.1万2.6万股$113.3万2.6万股+414股+1.60%加仓
超微电脑SMCI
1.19%0.98%$148.3万5.1万股$107.1万4.7万股+3,523股+7.49%加仓
CloudflareNET
1.18%1.27%$146.7万5,981股$138.7万6,721股-740股-11.01%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.15%1.1%$142.9万1.6万股$119.4万3,250股+1.3万股+400.00%加仓
V先锋领航·FTSEVEA
1.14%1.17%$142.4万2.0万股$126.9万2.0万股+180股+0.91%加仓
V先锋领航指数基金VNQ
1.11%1.11%$139.0万1.4万股$121.1万1.4万股+757股+5.54%加仓
IiShares安硕信托EFV
1.11%1.24%$138.4万1.8万股$134.5万1.8万股-8股-0.04%减仓
CienaCIEN
1.05%1.06%$130.3万2,657股$115.0万2,962股-305股-10.30%减仓
沃尔玛WMT
1.04%1.29%$129.7万1.1万股$140.9万1.1万股+110股+0.97%加仓
通用动力GD
0.84%0.92%$104.4万2,948股$100.6万2,930股+18股+0.61%加仓
ARBOR REALTY TRUSTABR
0.78%1.27%$97.6万18.0万股$137.8万17.9万股+1,446股+0.81%加仓
IiShares安硕信托IVV
0.76%0.76%$95.3万1,273股$83.2万1,273股00.00%持仓不变
CCECO ENVIRONMENTALCECO
0.74%0.57%$92.8万1.0万股$61.6万1.0万股-120股-1.16%减仓
EEGAIN CORP COM NEWEGAN
0.74%1.05%$91.9万14.6万股$114.4万14.5万股+970股+0.67%加仓
CRISPR THERAPEUTICSCRSP
0.69%0.69%$86.4万1.6万股$75.1万1.6万股+50股+0.32%加仓
霍尼韦尔HON
0.58%$72.8万3,253股$00股+3,253股新买入
HHONEYWELL AEROSPACE INCHONA
0.58%$71.9万3,253股$00股+3,253股新买入
AARGANAGX
0.57%0.45%$71.6万897股$49.0万899股-2股-0.22%减仓
杜克能源DUK
0.55%0.52%$68.9万5,442股$56.2万4,294股+1,148股+26.73%加仓
IiShares安硕·RUSSELLIWM
0.52%0.49%$64.7万2,154股$53.4万2,154股00.00%持仓不变
伊顿ETN
0.45%0.43%$55.9万1,311股$46.6万1,303股+8股+0.61%加仓
应用材料AMAT
0.41%0.22%$50.6万700股$23.9万700股00.00%持仓不变
FFASTENAL COMFAST
0.4%0.44%$49.4万1.0万股$47.4万1.0万股+65股+0.64%加仓
百时美施贵宝BMY
0.39%0.47%$48.4万8,398股$50.9万8,398股00.00%持仓不变
PPOWELL INDSPOWL
0.38%0.57%$47.6万1,663股$62.5万1,156股+507股+43.86%加仓
AMGEN COMAMGN
0.34%0.38%$42.3万1,168股$41.1万1,168股00.00%持仓不变
EESCO TECHNOLOGIESESE
0.3%0.28%$37.5万1,071股$30.5万1,085股-14股-1.29%减仓

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