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KDK Private Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

KDK Private Wealth Management, LLC

No.8805 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.21亿
环比变动 Q1 2026
+$1,125.0万+10.3%
持仓股票数
57
新买入
2
加仓
14
减仓
34
清仓
5
持股不变
7
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
ENTERPRISE PRODS PARTNERS LEPD
23.67%26.99%$2,853.7万77.6万股$2,950.2万78.0万股-3,353股-0.43%减仓
IiShares安硕信托IWV
16.53%15.18%$1,992.7万4.7万股$1,659.7万4.5万股+1,959股+4.38%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
6.54%5.35%$788.6万2.8万股$584.6万2.8万股-487股-1.73%减仓
IiShares安硕信托IVV
6.14%5.9%$739.8万9,879股$644.5万9,944股-65股-0.65%减仓
苹果AAPL
5.2%1.89%$626.9万2.2万股$206.2万8,124股+1.4万股+166.69%加仓
IiShares安硕·RUSSELLIWF
3.68%3.48%$443.6万3.6万股$380.4万8,922股+2.7万股+300.44%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
2.29%2.86%$275.7万5.4万股$313.0万5.3万股+983股+1.85%加仓
IiShares安硕信托SHV
2.22%2.46%$268.2万2.4万股$268.5万2.4万股-19股-0.08%减仓
V先锋领航全球基金VGT
2.2%1.87%$264.8万2.2万股$203.9万2,922股+1.9万股+658.35%加仓
F富达·MSCIFIDU
2.14%2.06%$257.7万2.6万股$224.9万2.6万股-123股-0.47%减仓
SSPDR行业精选信托XLK
1.94%1.5%$234.1万1.2万股$164.2万1.2万股-65股-0.53%减仓
F富达·ETHEREUM FDFETH
1.82%2.62%$219.9万14.0万股$286.8万13.7万股+2,357股+1.72%加仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
1.66%1.68%$200.4万2.6万股$183.4万2.6万股-123股-0.47%减仓
F富达Covington信托FNCL
1.52%1.56%$182.8万2.4万股$170.6万2.4万股-428股-1.76%减仓
F富达Covington信托FDIS
1.36%1.37%$163.8万1.6万股$149.9万1.6万股-152股-0.95%减仓
埃克森美孚XOM
1.12%1.54%$134.5万9,835股$168.4万9,928股-93股-0.94%减仓
FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM
1.09%1.19%$131.6万1.9万股$130.6万1.9万股-238股-1.24%减仓
DDimensional维度·USDFUV
0.98%0.95%$118.2万2.1万股$104.1万2.1万股00.00%持仓不变
V先锋领航全球基金VOX
0.95%1.04%$114.9万6,246股$113.6万6,314股-68股-1.08%减仓
FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA
0.95%1.05%$114.5万2.2万股$114.8万2.2万股-144股-0.66%减仓
V先锋领航全球基金VFH
0.94%1.01%$113.5万8,623股$110.0万9,105股-482股-5.29%减仓
SSOUTHSTATE BKSSB
0.85%0.87%$102.9万1.0万股$95.4万1.0万股-7股-0.07%减仓
HALLIBURTON COMHAL
0.82%1.04%$98.7万2.9万股$113.2万2.9万股+52股+0.18%加仓
V先锋领航·HEALTHVHT
0.76%0.77%$91.4万3,058股$84.3万3,097股-39股-1.26%减仓
IiShares安硕信托DVY
0.71%0.32%$85.2万5,454股$35.2万2,400股+3,054股+127.25%加仓
IiShares安硕信托IEFA
0.66%0.72%$80.1万8,290股$78.9万8,715股-425股-4.88%减仓
V先锋领航指数基金VOO
0.66%0.19%$79.8万1,083股$20.8万359股+724股+201.67%加仓
SSPDR行业精选信托XLY
0.65%0.68%$78.7万6,713股$74.0万6,792股-79股-1.16%减仓
I景顺·S&PSPHQ
0.6%0.54%$72.2万8,015股$59.0万8,003股+12股+0.15%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.58%0.55%$69.9万3,159股$60.3万3,183股-24股-0.75%减仓
FFIDELITY MSCI ENERGY INDEX ETFFENY
0.57%0.74%$69.1万2.3万股$81.2万2.4万股-485股-2.03%减仓
SSPDR标普500 ETFSPY
0.54%0.52%$65.3万874股$56.8万874股00.00%持仓不变
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.53%0.47%$64.0万1,624股$51.3万1,636股-12股-0.73%减仓
S道富MDYG
0.49%0.47%$59.4万5,296股$51.3万5,351股-55股-1.03%减仓
Meta平台META
0.47%0.54%$56.6万1,004股$59.6万1,041股-37股-3.55%减仓
雪佛龙CVX
0.46%0.7%$55.5万3,350股$76.1万3,680股-330股-8.97%减仓
V先锋领航全球基金VCR
0.45%0.49%$54.3万1,369股$53.1万1,479股-110股-7.44%减仓
NEWMARKNMRK
0.42%0.82%$50.4万3.3万股$89.9万6.0万股-2.7万股-44.41%减仓
IiShares安硕IEMG
0.36%0.36%$43.7万5,280股$39.0万5,592股-312股-5.58%减仓
SSpaceXSPCX
0.33%$39.3万2,300股$00股+2,300股新买入
F富达Covington信托FFUT
0.32%0.37%$38.4万6,556股$40.3万6,993股-437股-6.25%减仓
V先锋领航·SMALLVBR
0.29%0.3%$35.5万1,460股$32.4万1,490股-30股-2.01%减仓
KIMBELL RTY PARTNERS LP UNITKRP
0.29%0.32%$34.9万2.4万股$34.8万2.4万股00.00%持仓不变
SSPDR行业精选信托XLY
0.26%0.32%$31.8万2,967股$34.9万3,149股-182股-5.78%减仓
F富达·MSCI REAL ESTATE INDEX ETFFREL
0.26%0.21%$31.4万1.1万股$23.3万8,659股+2,045股+23.62%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.26%0.24%$31.2万3,503股$26.4万3,503股00.00%持仓不变
IiShares安硕·RUSSELLIWB
0.26%0.25%$30.9万754股$26.9万754股00.00%持仓不变
DDimensional维度ETF信托DFIV
0.25%0.27%$30.5万5,641股$29.8万5,641股00.00%持仓不变
V先锋领航全球基金VDE
0.25%0.33%$30.3万2,018股$36.5万2,112股-94股-4.45%减仓
FFIDELITY MSCI UTILS INDEX ETFFUTY
0.25%0.3%$30.1万5,149股$32.8万5,550股-401股-7.23%减仓

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