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Kaizen Financial Strategies · 13F 持仓分析
期权收益计算器 机构排行

Kaizen Financial Strategies

No.5705 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.08亿
环比变动 Q1 2026
+$7,126.9万+30.1%
持仓股票数
170
新买入
15
加仓
60
减仓
80
清仓
16
持股不变
15
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
VanEck ETF信托SMH
9.82%2.18%$3,021.5万4.9万股$516.2万5.5万股-6,413股-11.64%减仓
SSPDR标普500 ETFSPY
8.32%7.78%$2,559.1万3.4万股$1,840.1万2.6万股+8,091股+30.85%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
5.76%7.53%$1,772.4万52.0万股$1,781.2万55.4万股-3.5万股-6.27%减仓
苹果AAPL
5.32%6.41%$1,636.1万5.6万股$1,516.8万5.8万股-2,005股-3.48%减仓
C资本集团股息价值CCBG
4.25%5.33%$1,306.9万26.6万股$1,261.1万27.8万股-1.2万股-4.18%减仓
卡特彼勒CAT
4.03%0.41%$1,239.6万1.3万股$96.3万1,247股+1.1万股+902.65%加仓
英伟达NVDA
3.24%4.36%$997.3万5.0万股$1,030.9万5.2万股-1,503股-2.89%减仓
V先锋领航·MALVERN FDSVCRB
2.77%4.17%$853.0万11.1万股$985.7万12.7万股-1.6万股-12.60%减仓
S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI
2.71%3.55%$835.3万37.1万股$839.8万36.9万股+2,086股+0.57%加仓
AAlphabet Inc Class CGOOG
2.61%3.29%$802.7万2.2万股$778.1万2.3万股-955股-4.08%减仓
IiShares安硕·RUSSELLIWM
2.54%0.25%$783.1万2.6万股$59.5万3.0万股-3,600股-12.10%减仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
2.17%2.99%$669.2万8.2万股$707.0万8.8万股-6,275股-7.12%减仓
V先锋领航白厅基金VYM
2.04%1.49%$628.0万4.0万股$353.0万2.3万股+1.7万股+72.94%加仓
SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB
1.98%1.13%$607.8万19.9万股$268.3万9.4万股+10.5万股+112.06%加仓
V先锋领航指数基金VOO
1.5%0.6%$461.0万6,725股$142.5万2,210股+4,515股+204.30%加仓
I景顺QQQ信托VOO
1.43%1.1%$439.8万6,065股$261.0万4,076股+1,989股+48.80%加仓
亚马逊AMZN
1.4%2.13%$431.1万1.8万股$502.6万2.0万股-2,292股-11.39%减仓
谷歌AGOOGL
1.33%1.63%$409.1万1.1万股$384.9万1.1万股-130股-1.13%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.21%1.34%$373.8万1.6万股$315.9万1.4万股+1,763股+12.55%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
1.18%1.17%$362.9万4.7万股$277.8万3.6万股+1.1万股+31.83%加仓
S嘉信策略信托SCHC
1.18%0.47%$362.2万6.9万股$110.6万2.1万股+4.8万股+223.89%加仓
AMD超威AMD
0.96%0.65%$295.1万5,455股$153.0万5,498股-43股-0.78%减仓
SSPDR行业精选信托XLK
0.86%0.88%$263.5万1.4万股$208.1万1.4万股+504股+3.68%加仓
微软MSFT
0.84%1.24%$257.5万6,701股$294.1万6,998股-297股-4.24%减仓
黑石集团BX
0.83%1.34%$254.3万2.1万股$316.4万2.5万股-3,426股-13.87%减仓
SSANDISK COMSNDK
0.8%0.46%$246.9万1,215股$109.7万1,193股+22股+1.84%加仓
特斯拉TSLA
0.78%1.01%$240.4万5,653股$238.3万6,128股-475股-7.75%减仓
SSPDR行业精选信托XLF
0.77%0.36%$236.3万4.3万股$85.7万4.3万股00.00%持仓不变
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
0.72%0.84%$220.6万5.8万股$198.1万5.7万股+1,065股+1.86%加仓
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
0.65%0.65%$200.3万2.2万股$153.7万1.7万股+4,968股+29.24%加仓
AARGANAGX
0.64%0.66%$196.6万2,571股$155.3万2,581股-10股-0.39%减仓
S嘉信策略信托SCHR
0.63%0.91%$193.9万7.9万股$216.2万8.7万股-7,794股-8.98%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.58%0.74%$177.4万3,397股$175.9万3,621股-224股-6.19%减仓
礼来LLY
0.57%0.6%$174.5万1,464股$142.8万1,580股-116股-7.34%减仓
DDirexion股票ETF信托SOXL
0.54%0.3%$165.1万7,590股$70.3万7,960股-370股-4.65%减仓
NNEOS ETF TRUSTQQQI
0.45%0.83%$138.0万2.5万股$196.6万3.7万股-1.2万股-33.16%减仓
SSTATE STREET SPDR S&P TELECOM ETFXTL
0.44%0.61%$135.8万6,045股$145.0万6,633股-588股-8.86%减仓
Meta平台META
0.44%0.68%$135.1万2,204股$161.4万2,384股-180股-7.55%减仓
EETF系列解决方案QTUM
0.44%0.46%$135.0万8,416股$108.5万8,666股-250股-2.88%减仓
应用材料AMAT
0.44%0.37%$134.1万2,060股$87.1万2,234股-174股-7.79%减仓
NNEOS ETF TRUSTSPYI
0.42%0.85%$128.8万2.4万股$200.8万3.8万股-1.4万股-36.93%减仓
西部数据WDC
0.42%0.34%$128.7万2,151股$80.8万2,234股-83股-3.72%减仓
SSPDR SER TR S&PXSD
0.4%0.36%$121.6万2,040股$85.3万2,110股-70股-3.32%减仓
泛林集团LRCX
0.39%0.36%$121.5万3,105股$86.2万3,302股-197股-5.97%减仓
AAMPLIFY BLOCKCHAIN TECHNOLOGY ETFBLOK
0.39%0.47%$119.9万1.9万股$112.3万1.9万股00.00%持仓不变
TEMPLETON EMERGING MKTS INCOTEI
0.39%0.49%$119.3万17.8万股$115.7万17.5万股+3,499股+2.01%加仓
GE VernovaGEV
0.37%0.42%$113.8万1,003股$98.4万1,006股-3股-0.30%减仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
0.36%0.73%$111.7万2.8万股$173.6万4.3万股-1.5万股-34.02%减仓
S嘉信策略信托SCUS
0.35%0.84%$107.6万4.3万股$199.3万7.9万股-3.6万股-45.81%减仓
V先锋领航·FSTEVWO
0.34%0.43%$104.0万1.8万股$102.1万1.8万股+19股+0.11%加仓

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