13FBOX
KFG WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

KFG WEALTH MANAGEMENT, LLC

No.2999 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.86亿
环比变动 Q1 2026
+$1.12亿+14.5%
持仓股票数
224
新买入
27
加仓
116
减仓
64
清仓
18
持股不变
17
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
F富达·ENHANCED LARGE CAP CORE ETFFBCV
16.49%15.49%$1.46亿348.5万股$1.20亿330.4万股+18.1万股+5.47%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
8.57%8.58%$7,592.3万164.5万股$6,639.7万158.2万股+6.3万股+3.99%加仓
F富达Covington信托FENI
6.83%6.77%$6,049.7万150.8万股$5,235.8万140.7万股+10.0万股+7.11%加仓
AAPTUS DEFINED RISK ETFDRSK
6.46%6.69%$5,719.3万198.9万股$5,178.8万189.5万股+9.4万股+4.98%加仓
F富达Covington信托FBCV
4.34%4.16%$3,846.1万94.8万股$3,217.0万89.5万股+5.3万股+5.94%加仓
F富达·MERRIMACK STR TRFBND
4.18%4.63%$3,702.8万81.4万股$3,578.8万78.4万股+2.9万股+3.76%加仓
DDimensional维度ETF信托DCOR
3.78%3.81%$3,344.5万40.8万股$2,950.5万40.9万股-1,373股-0.34%减仓
F富达Covington信托FESM
2.46%2.11%$2,182.5万45.2万股$1,632.5万43.0万股+2.2万股+5.20%加仓
EETF系列解决方案JULB
2.37%2.45%$2,098.6万76.1万股$1,895.7万75.5万股+5,738股+0.76%加仓
EETF系列解决方案JANB
2.11%2.18%$1,870.4万68.7万股$1,683.2万67.1万股+1.6万股+2.42%加仓
EETF系列解决方案OCTB
1.92%1.99%$1,705.1万62.7万股$1,539.6万61.4万股+1.2万股+1.99%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP
1.88%1.78%$1,667.6万43.1万股$1,375.0万37.9万股+5.3万股+13.90%加仓
EETF系列解决方案APRB
1.85%1.97%$1,640.6万61.0万股$1,523.6万60.4万股+6,647股+1.10%加仓
SSPDR道富指数基金SPEM
1.8%1.76%$1,591.8万30.7万股$1,359.2万29.0万股+1.8万股+6.10%加仓
EEA SERIES TRUSTFRDM
1.6%1.33%$1,420.5万19.5万股$1,029.9万18.8万股+6,396股+3.39%加仓
DDimensional维度ETF信托DFIC
1.42%1.54%$1,260.2万33.8万股$1,192.3万33.6万股+2,657股+0.79%加仓
DDimensional维度ETF信托DFIP
1.23%1.38%$1,092.9万26.5万股$1,064.0万25.5万股+9,858股+3.87%加仓
IINNOVATOR ETFS TRPSTP
1.03%1.12%$913.4万24.8万股$868.7万25.2万股-3,704股-1.47%减仓
IInnovator ETF信托UMAR
0.93%0.99%$826.1万19.6万股$764.3万19.2万股+3,224股+1.68%加仓
苹果AAPL
0.92%0.81%$817.9万2.8万股$629.8万2.5万股+3,452股+13.91%加仓
DDimensional维度ETF信托DFEM
0.86%0.85%$757.9万18.6万股$655.7万19.0万股-3,293股-1.74%减仓
英伟达NVDA
0.84%0.6%$746.1万3.7万股$462.2万2.7万股+1.1万股+40.72%加仓
IINNOVATOR ETFSBUFF
0.83%0.88%$733.1万13.9万股$683.2万13.8万股+885股+0.64%加仓
J摩根大通交易所交易基金JEPI
0.78%0.79%$687.7万12.2万股$607.9万10.7万股+1.5万股+13.54%加仓
J摩根大通交易所交易基金JEPQ
0.66%0.6%$580.3万9.4万股$460.6万8.3万股+1.1万股+13.81%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.62%0.64%$551.7万16.1万股$499.0万14.9万股+1.2万股+7.97%加仓
IInnovator ETF信托UJUN
0.62%0.38%$545.1万14.1万股$295.6万7.9万股+6.2万股+78.15%加仓
IInnovator ETF信托BUFB
0.51%0.54%$453.9万11.5万股$415.9万11.6万股-331股-0.29%减仓
IInnovator ETF信托UAPR
0.5%0.55%$446.5万12.7万股$425.4万12.7万股-322股-0.25%减仓
IInnovator ETF信托PMAR
0.49%0.53%$437.1万9.2万股$406.5万9.1万股+408股+0.45%加仓
IInnovator ETF信托UAUG
0.47%0.65%$413.2万9.8万股$501.0万12.7万股-2.9万股-22.90%减仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBERUSEP
0.47%0.51%$413.1万9.9万股$393.0万10.1万股-2,053股-2.03%减仓
F富达Covington信托FDVV
0.46%0.42%$404.7万6.7万股$325.8万5.9万股+8,155股+13.83%加仓
IInnovator ETF信托UJUL
0.45%0.51%$394.9万9.7万股$391.0万10.2万股-5,243股-5.13%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC
0.42%0.46%$369.9万8.1万股$357.4万8.4万股-3,487股-4.15%减仓
IInnovator ETF信托PAPR
0.41%0.37%$362.1万8.6万股$282.5万7.1万股+1.5万股+20.90%加仓
S嘉信策略信托SCHD
0.41%0.4%$359.5万11.3万股$305.8万10.0万股+1.4万股+13.73%加仓
IInnovator ETF信托PMAY
0.39%0.32%$348.2万8.4万股$249.5万6.2万股+2.2万股+34.99%加仓
V先锋领航白厅基金VYMI
0.38%0.37%$339.5万3.5万股$285.6万3.0万股+4,261股+14.06%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF OCTOBERUSEP
0.37%0.61%$328.0万8.0万股$475.7万12.4万股-4.5万股-35.86%减仓
IInnovator ETF信托PSEP
0.37%0.42%$325.3万7.1万股$323.0万7.5万股-4,366股-5.82%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
0.37%0.41%$324.8万7.0万股$315.9万7.3万股-3,302股-4.51%减仓
IInnovator ETF信托ZSEP
0.36%0.4%$316.7万11.5万股$307.3万11.5万股-93股-0.08%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.36%0.43%$316.0万6.9万股$329.7万7.7万股-7,946股-10.29%减仓
IInnovator ETF信托PNOV
0.32%0.35%$282.8万6.4万股$271.3万6.6万股-2,631股-3.96%减仓
IInnovator ETF信托PFEB
0.32%0.33%$279.8万6.5万股$256.0万6.4万股+1,149股+1.80%加仓
微软MSFT
0.31%0.29%$273.4万7,328股$225.6万6,096股+1,232股+20.21%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN
0.31%0.22%$273.0万6.3万股$167.6万4.0万股+2.3万股+57.63%加仓
IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT
0.3%0.16%$268.4万7.9万股$120.3万3.7万股+4.2万股+113.78%加仓
IINNOVATOR ETFS TRUST US EQTY ULTRA BUSEP
0.29%0.44%$254.0万6.1万股$336.9万8.7万股-2.6万股-29.45%减仓

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