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

Kaydan Wealth Management, Inc.

No.5481 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.28亿
环比变动 Q1 2026
+$2,910.4万+9.7%
持仓股票数
115
新买入
9
加仓
42
减仓
34
清仓
3
持股不变
30
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先锋领航指数基金VTV
11.33%10.89%$3,718.9万17.1万股$3,257.1万16.6万股+4,639股+2.79%加仓
V先锋领航·FTSEVEA
9.7%9.5%$3,182.9万44.7万股$2,841.5万44.3万股+3,287股+0.74%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
7.51%8.39%$2,463.2万41.2万股$2,508.0万42.0万股-7,159股-1.71%减仓
IiShares安硕·RUSSELLIWM
6.45%1.41%$2,115.9万7.0万股$420.9万1.7万股+5.3万股+314.93%加仓
I景顺交易所交易基金信托RSP
6.31%6.15%$2,070.8万9.7万股$1,839.9万9.6万股+1,455股+1.52%加仓
IiShares安硕信托ITOT
5.24%4.91%$1,719.0万10.5万股$1,469.1万10.3万股+1,497股+1.45%加仓
IiShares安硕信托EEM
4.85%$1,590.7万23.3万股$00股+23.3万股新买入
G通用动力VTI
4.13%1.73%$1,354.4万3.7万股$517.5万1.6万股+2.0万股+126.91%加仓
IiShares安硕·7-10YRIEF
3.44%6.19%$1,127.9万11.9万股$1,850.0万19.4万股-7.5万股-38.47%减仓
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
2.55%2.74%$838.4万8.7万股$820.3万8.9万股-2,213股-2.49%减仓
IiShares安硕·COREIJH
2.29%2.16%$753.1万9.8万股$644.5万9.5万股+2,222股+2.33%加仓
IiShares安硕·S&P 100 ETFIWO
2.11%1.98%$693.9万1.9万股$593.5万1.9万股+306股+1.64%加仓
IiShares安硕信托IEFA
1.75%1.77%$575.5万6.0万股$528.9万5.8万股+1,164股+1.99%加仓
IiShares安硕信托TLT
1.65%4.3%$540.5万6.3万股$1,286.3万14.8万股-8.6万股-57.85%减仓
V先锋领航指数基金VOO
1.49%$490.2万6,657股$00股+6,657股新买入
IiShares安硕信托IVV
1.49%1.39%$488.5万6,523股$416.9万6,383股+140股+2.19%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.42%1.4%$465.1万2.0万股$418.8万1.9万股+181股+0.93%加仓
V先锋领航指数基金VUG
1.4%1.3%$460.8万5.3万股$387.3万8,866股+4.5万股+503.35%加仓
F第一信托·USTFVD
1.28%1.35%$418.7万8.7万股$404.7万8.6万股+855股+0.99%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.05%0.94%$343.8万3.0万股$280.7万3.0万股-50股-0.17%减仓
雷蒙德詹姆斯RJF
0.98%1.03%$321.9万2.1万股$306.6万2.1万股00.00%持仓不变
苹果AAPL
0.93%0.88%$304.2万1.1万股$264.4万1.0万股+95股+0.91%加仓
IiShares安硕信托IVW
0.88%0.77%$287.3万2.1万股$231.4万2.0万股+435股+2.13%加仓
IiShares安硕信托DVY
0.77%0.82%$253.7万1.6万股$245.2万1.6万股+33股+0.20%加仓
微软MSFT
0.59%0.67%$192.5万5,160股$201.5万5,444股-284股-5.22%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.55%0.44%$181.2万7,185股$130.4万7,185股00.00%持仓不变
FFIRST TRUST MID CAP COREALPHADEX FUNDFNX
0.54%0.51%$177.2万1.2万股$153.8万1.2万股+118股+0.98%加仓
卡特彼勒CAT
0.54%0.39%$175.7万1,650股$116.4万1,643股+7股+0.43%加仓
IiShares安硕·DOW JONES U.S. ETFIYY
0.52%0.49%$169.0万9,273股$146.9万9,273股00.00%持仓不变
SSPDR行业精选信托XLK
0.5%0.39%$163.6万8,585股$115.6万8,702股-117股-1.34%减仓
F第一信托交易所交易基金RDVY
0.5%0.45%$162.8万2.0万股$133.9万2.0万股+466股+2.38%加仓
V先锋领航STAR基金VXUS
0.48%0.42%$157.1万1.8万股$125.4万1.6万股+2,120股+13.04%加仓
FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX
0.45%0.43%$147.9万1.1万股$129.6万1.1万股-57股-0.54%减仓
IiShares安硕信托USMV
0.43%0.48%$140.3万1.5万股$143.1万1.5万股-882股-5.72%减仓
摩根大通JPM
0.42%0.41%$136.2万4,161股$123.3万4,193股-32股-0.76%减仓
史赛克SYK
0.39%0.62%$128.3万4,075股$186.6万5,679股-1,604股-28.24%减仓
通用汽车GM
0.39%0.42%$127.4万1.7万股$125.7万1.7万股-341股-2.02%减仓
OSHKOSHOSK
0.37%0.39%$122.6万7,988股$117.6万7,988股00.00%持仓不变
I景顺·RAFI US 1000 ETFPRF
0.35%0.34%$116.2万2.2万股$102.2万2.2万股00.00%持仓不变
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.35%0.34%$113.3万2.0万股$102.9万2.0万股+458股+2.34%加仓
迪尔DE
0.34%0.33%$112.8万1,778股$100.2万1,778股00.00%持仓不变
XXTRCKR MSCI AL WRLD EX US HDGD ETFDBAW
0.34%0.33%$111.5万2.3万股$100.0万2.3万股-426股-1.82%减仓
IiShares安硕IEMG
0.31%0.29%$103.3万1.2万股$85.6万1.2万股+192股+1.56%加仓
FFLEXSHARES QUALITYQDEF
0.31%0.31%$102.9万1.2万股$92.0万1.2万股+299股+2.59%加仓
IiShares安硕·RUSSELLIWF
0.31%0.29%$102.4万8,248股$88.0万2,063股+6,185股+299.81%加仓
F第一信托交易所交易基金FTCS
0.31%$102.4万1.1万股$00股+1.1万股新买入
VVanEck Russia ETFBBH
0.28%0.28%$91.6万8,808股$85.2万8,808股00.00%持仓不变
IiShares安硕信托LRGF
0.28%0.27%$91.2万1.2万股$79.4万1.2万股+40股+0.33%加仓
AAlphabet Inc Class CGOOG
0.26%0.25%$87.0万2,461股$73.6万2,566股-105股-4.09%减仓
强生JNJ
0.25%0.26%$83.6万3,293股$77.8万3,183股+110股+3.46%加仓

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