13FBOX
Kalos Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Kalos Management, Inc.

No.11197 数据截至 Q3 2023
最新持仓市值 (Q3 2023)
$4,530.1万
环比变动 Q2 2023
-$127.2万-2.7%
持仓股票数
129
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
129
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Q3 2023 市值Q3 2023 股数上季度市值上季度股数股数变动操作
S嘉信·U.S. BROAD MARKET ETFSCHB
12.57%12.23%$569.7万11.0万股$569.7万11.0万股00.00%持仓不变
S嘉信·USSCHX
7.26%7.06%$328.8万6.3万股$328.8万6.3万股00.00%持仓不变
SSPDR标普500 ETFSPY
6.45%6.28%$292.4万6,596股$292.4万6,596股00.00%持仓不变
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
4.37%4.25%$198.1万4.1万股$198.1万4.1万股00.00%持仓不变
S嘉信策略信托SCHD
3.86%3.75%$174.7万2.4万股$174.7万2.4万股00.00%持仓不变
V先锋领航全球基金VPU
3.41%3.31%$154.4万1.1万股$154.4万1.1万股00.00%持仓不变
IiShares安硕·U.S. HEALTHCARE ETFIYH
3.4%3.3%$153.9万5,491股$153.9万5,491股00.00%持仓不变
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
3.34%3.25%$151.3万2.3万股$151.3万2.3万股00.00%持仓不变
PHILLIPS EDISON &PECO
3.33%3.24%$150.8万4.4万股$150.8万4.4万股00.00%持仓不变
V先锋领航指数基金VTV
3.24%3.15%$146.7万1.0万股$146.7万1.0万股00.00%持仓不变
IiShares安硕信托IJJ
3.2%3.12%$145.2万1.4万股$145.2万1.4万股00.00%持仓不变
IiShares安硕信托IVV
2.99%2.9%$135.2万3,034股$135.2万3,034股00.00%持仓不变
IISHARES U.S. CONSUMER STAPLES ETFIYK
2.66%2.59%$120.6万6,022股$120.6万6,022股00.00%持仓不变
IiShares安硕·S&PIVE
2.56%2.49%$116.0万7,199股$116.0万7,199股00.00%持仓不变
IISHARES U.S. BASIC MATERIALS ETFIYM
2.54%2.47%$115.2万8,659股$115.2万8,659股00.00%持仓不变
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
2.1%2.04%$95.2万1.0万股$95.2万1.0万股00.00%持仓不变
I景顺QQQ信托VOO
1.88%1.83%$85.0万2,301股$85.0万2,301股00.00%持仓不变
PProShares信托NOBL
1.83%1.78%$82.8万8,787股$82.8万8,787股00.00%持仓不变
IiShares安硕信托ITOT
1.47%1.43%$66.4万6,787股$66.4万6,787股00.00%持仓不变
S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR
1.46%1.42%$66.3万1.2万股$66.3万1.2万股00.00%持仓不变
IiShares安硕信托DVY
1.45%1.41%$65.6万5,786股$65.6万5,786股00.00%持仓不变
IiShares安硕·DOW JONES U.S. ETFIYY
1.38%1.34%$62.3万5,754股$62.3万5,754股00.00%持仓不变
I景顺·S&PRSPU
1.37%2.95%$62.2万1.2万股$137.5万1.2万股00.00%持仓不变
苹果AAPL
1.17%1.14%$53.1万2,737股$53.1万2,737股00.00%持仓不变
SSPDR行业精选信托XLP
1.08%1.05%$48.9万6,589股$48.9万6,589股00.00%持仓不变
I景顺·S&PRWL
1.06%1.03%$47.8万5,978股$47.8万5,978股00.00%持仓不变
REALTY INCOME COMO
0.96%0.94%$43.7万7,302股$43.7万7,302股00.00%持仓不变
V先锋领航·HEALTHVHT
0.95%0.92%$42.9万1,753股$42.9万1,753股00.00%持仓不变
FFIDELITY LOW VOLATILITY FACTOR ETFFDLO
0.9%0.88%$40.8万8,141股$40.8万8,141股00.00%持仓不变
SOUTHWEST AIRLS COMLUV
0.84%0.82%$38.0万1.1万股$38.0万1.1万股00.00%持仓不变
富兰克林·BSP RLTY TR INCFBRT
0.79%0.77%$36.0万2.5万股$36.0万2.5万股00.00%持仓不变
IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG
0.76%0.74%$34.3万5,017股$34.3万5,017股00.00%持仓不变
V先锋领航指数基金VOO
0.74%0.72%$33.5万822股$33.5万822股00.00%持仓不变
CoStarCSGP
0.72%0.7%$32.6万3,660股$32.6万3,660股00.00%持仓不变
Meta平台META
0.64%0.62%$29.0万1,011股$29.0万1,011股00.00%持仓不变
MAIN STR CAPMAIN
0.64%0.62%$28.9万7,225股$28.9万7,225股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.64%0.62%$28.8万3,968股$28.8万3,968股00.00%持仓不变
FFS KKR CAPFSK
0.59%0.58%$26.8万1.4万股$26.8万1.4万股00.00%持仓不变
GLOBAL NET LEASEGNL
0.54%0.52%$24.4万2.4万股$24.4万2.4万股00.00%持仓不变
IiShares安硕信托IVW
0.53%0.52%$24.1万3,422股$24.1万3,422股00.00%持仓不变
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.5%0.49%$22.8万3,961股$22.8万3,961股00.00%持仓不变
IiShares安硕·GLOBAL ENERGY ETFIXC
0.49%0.47%$22.0万5,903股$22.0万5,903股00.00%持仓不变
FFS CREDIT OPPORTUNITIESFSCO
0.47%0.45%$21.1万4.4万股$21.1万4.4万股00.00%持仓不变
特斯拉TSLA
0.44%0.43%$20.2万770股$20.2万770股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.44%0.43%$20.1万590股$20.1万590股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.44%0.43%$20.0万2,665股$20.0万2,665股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.34%0.33%$15.3万1,021股$15.3万1,021股00.00%持仓不变
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.33%0.32%$15.1万2,163股$15.1万2,163股00.00%持仓不变
SSPDR行业精选信托XLE
0.32%0.31%$14.6万1,802股$14.6万1,802股00.00%持仓不变
IiShares安硕信托IJK
0.28%0.27%$12.5万1,663股$12.5万1,663股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入