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KWMG, LLC · 13F 持仓分析
期权收益计算器 机构排行

KWMG, LLC

No.2242 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.84亿
环比变动 Q1 2026
+$1.86亿+15.5%
持仓股票数
153
新买入
11
加仓
85
减仓
47
清仓
5
持股不变
10
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
V先锋领航·FTSEVEA
5.26%5.33%$7,282.4万102.2万股$6,389.4万99.7万股+2.5万股+2.51%加仓
SSPDR行业精选信托XLK
4.18%3.31%$5,779.3万30.3万股$3,964.4万29.8万股+5,041股+1.69%加仓
V先锋领航指数基金VOT
3.29%3.06%$4,548.2万14.8万股$3,667.7万14.3万股+5,970股+4.19%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
3.07%3.19%$4,243.2万21.5万股$3,815.4万20.7万股+7,693股+3.72%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
3.04%2.94%$4,211.8万51.2万股$3,518.8万49.5万股+1.7万股+3.40%加仓
希捷STX
3.02%1.58%$4,185.3万4.3万股$1,890.8万4.8万股-4,893股-10.14%减仓
I景顺QQQ信托VOO
2.66%2.39%$3,683.8万5.0万股$2,863.8万5.0万股+407股+0.82%加仓
IiShares安硕信托IVW
2.62%2.37%$3,623.6万26.3万股$2,836.7万25.1万股+1.3万股+5.06%加仓
IiShares安硕信托TIP
2.45%2.74%$3,389.9万31.0万股$3,287.4万29.8万股+1.2万股+3.99%加仓
V先锋领航·TOTALBND
2.44%2.65%$3,369.5万45.9万股$3,168.4万43.0万股+2.9万股+6.68%加仓
V先锋领航·FSTEVWO
2.24%2.26%$3,103.0万52.0万股$2,713.0万50.2万股+1.8万股+3.57%加仓
泛林集团LRCX
2.18%1.29%$3,017.9万7.0万股$1,542.3万7.2万股-2,540股-3.52%减仓
IiShares安硕·S&PIVE
2.17%2.18%$3,003.1万13.2万股$2,613.5万12.4万股+8,489股+6.86%加仓
康宁GLW
2.06%1.33%$2,847.7万11.1万股$1,591.1万11.7万股-5,531股-4.73%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.93%1.7%$2,666.8万16.8万股$2,035.9万13.9万股+2.9万股+21.04%加仓
V先锋领航债券指数基金BSV
1.85%1.91%$2,558.7万32.8万股$2,283.5万29.1万股+3.7万股+12.77%加仓
IiShares安硕信托HYG
1.82%1.99%$2,515.1万31.5万股$2,389.2万30.0万股+1.4万股+4.73%加仓
V先锋领航指数基金VNQ
1.76%1.88%$2,429.6万25.2万股$2,253.6万25.4万股-2,122股-0.84%减仓
V先锋领航斯科茨代尔基金BSV
1.66%1.82%$2,299.6万29.1万股$2,178.2万27.5万股+1.6万股+5.89%加仓
V先锋领航全球基金VGT
1.63%1.35%$2,256.6万18.9万股$1,619.9万2.3万股+16.6万股+713.19%加仓
V先锋领航白厅基金VYMI
1.57%1.69%$2,175.7万22.2万股$2,023.1万21.5万股+6,884股+3.21%加仓
PPIMCO太平洋投资管理ETFMINT
1.53%1.67%$2,112.0万21.0万股$2,000.7万19.9万股+1.1万股+5.31%加仓
IiShares安硕信托STIP
1.33%1.5%$1,840.3万18.0万股$1,799.3万17.4万股+6,182股+3.55%加仓
VanEck ETF信托SMH
1.32%0.91%$1,827.8万2.8万股$1,086.9万2.8万股-482股-1.70%减仓
IiShares安硕信托DVY
1.3%1.38%$1,796.6万11.5万股$1,652.9万10.9万股+5,779股+5.29%加仓
卡地纳健康CAH
1.29%1.37%$1,789.3万7.5万股$1,640.1万7.8万股-2,295股-2.96%减仓
VALERO ENERGY COMVLO
1.28%1.44%$1,765.3万6.8万股$1,727.9万7.0万股-2,150股-3.07%减仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
1.23%1.35%$1,697.1万33.5万股$1,612.1万31.7万股+1.8万股+5.63%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.21%1.3%$1,680.2万33.2万股$1,562.9万30.9万股+2.3万股+7.59%加仓
A美国世纪ETF信托AVUS
1.2%1.17%$1,666.0万13.0万股$1,401.8万12.6万股+3,987股+3.16%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.19%1.29%$1,643.6万31.4万股$1,545.6万29.4万股+2.0万股+6.65%加仓
IiShares安硕信托SHV
1.05%1.16%$1,456.0万13.2万股$1,387.8万12.6万股+6,226股+4.95%加仓
PPimco Active Bond ETFBOND
1.05%1.15%$1,448.3万15.7万股$1,379.0万14.9万股+7,626股+5.10%加仓
IiShares安硕信托USMV
1.01%1.06%$1,393.2万14.4万股$1,272.2万13.7万股+7,258股+5.29%加仓
德文能源DVN
1%0.72%$1,389.2万33.6万股$860.5万17.1万股+16.5万股+96.61%加仓
达美航空DAL
0.85%0.69%$1,175.8万12.6万股$830.3万12.5万股+645股+0.52%加仓
SSPDR行业精选信托XLU
0.81%0.9%$1,120.7万24.7万股$1,083.7万23.6万股+1.1万股+4.66%加仓
罗克韦尔自动化ROK
0.79%0.66%$1,094.0万2.2万股$790.1万2.2万股+81股+0.37%加仓
马拉松石油MPC
0.77%0.85%$1,064.1万4.2万股$1,019.1万4.2万股-115股-0.28%减仓
ROSS STORES COMROST
0.76%0.9%$1,055.4万5.0万股$1,076.1万5.0万股-88股-0.18%减仓
SSPDR行业精选信托XLP
0.72%0.78%$1,001.8万12.1万股$939.6万11.5万股+5,975股+5.21%加仓
NNRG ENERGYNRG
0.72%0.82%$996.4万6.8万股$987.7万6.8万股+635股+0.94%加仓
TJXTJX
0.71%0.86%$978.1万6.5万股$1,025.9万6.4万股+323股+0.50%加仓
EETF系列解决方案CTEF
0.69%0.57%$958.8万10.1万股$687.1万10.1万股+101股+0.10%加仓
TRAVELERS COSTRV
0.68%0.68%$941.3万2.9万股$819.9万2.8万股+405股+1.44%加仓
ALTRIAMO
0.67%0.7%$923.7万12.8万股$837.9万12.7万股+1,407股+1.11%加仓
AAMERICAN AIRLINESAAL
0.66%0.44%$908.0万50.3万股$522.4万48.6万股+1.6万股+3.30%加仓
AFLAC COMAFL
0.65%0.69%$896.9万7.6万股$829.1万7.6万股+931股+1.23%加仓
SSPDR行业精选信托XLY
0.65%0.71%$893.7万8.3万股$846.3万7.6万股+7,084股+9.28%加仓
SYNCHRONY FINANCIAL COMSYF
0.63%0.65%$877.0万11.5万股$772.7万11.4万股+1,730股+1.52%加仓

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