DKM Wealth Management, Inc. 13F 持仓 · 2026年Q3
DKM Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 1.58 亿美元。前几大持仓：TBLD（12.53%）、GRNY（9.43%）、TCAF（9.42%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TBLD | THORNBURG INCM BUILDER OPP T | $19.8M | 12.53% | 973,499 | 增持 |
| 2 | GRNY | TIDAL TRUST I | $14.9M | 9.43% | 534,961 | 增持 |
| 3 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $14.9M | 9.42% | 351,748 | 减持 |
| 4 | SOR | SOURCE CAPITAL | $14.5M | 9.17% | 318,676 | 增持 |
| 5 | IVV | ISHARES TR | $8.7M | 5.48% | 11,297 | 减持 |
| 6 | ITOT | ISHARES TR | $8.5M | 5.36% | 50,917 | 增持 |
| 7 | AAPL | APPLE INC | $7.5M | 4.74% | 22,456 | 减持 |
| 8 | GRNJ | TIDAL TRUST III | $7.2M | 4.53% | 243,072 | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $6.1M | 3.89% | 8,296 | 增持 |
| 10 | SYLD | CAMBRIA ETF TR | $5.9M | 3.72% | 72,964 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $5.5M | 3.48% | 14,680 | 增持 |
| 12 | STBF | TRUST FOR PROFESSIONAL MANAG | $4.6M | 2.93% | 185,766 | 减持 |
| 13 | TLT | ISHARES TR | $3.8M | 2.39% | 48,509 | 增持 |
| 14 | COPY | RBB FUND TRUST | $3.3M | 2.10% | 216,117 | 减持 |
| 15 | OAKM | HARRIS OAKMARK ETF TRUST | $3.1M | 1.94% | 104,317 | 增持 |
| 16 | NKX | NUVEEN CALIF AMT FREE MUNI I | $2.8M | 1.77% | 264,743 | 增持 |
| 17 | NAC | NUVEEN CA DIVI ADV MUN | $2.5M | 1.57% | 242,401 | 增持 |
| 18 | ACWX | ISHARES TR | $2.0M | 1.27% | 26,546 | 增持 |
| 19 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $1.5M | 0.95% | 36,752 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.84% | 1,750 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.75% | 16,796 | 减持 |
| 22 | AMZN | AMAZON COM INC | $1.2M | 0.74% | 4,668 | 持平 |
| 23 | CAT | CATERPILLAR INC | $920,794 | 0.58% | 1,136 | 增持 |
| 24 | TSLA | TESLA INC | $904,471 | 0.57% | 2,549 | 持平 |
| 25 | SCHQ | SCHWAB STRATEGIC TR | $862,282 | 0.55% | 30,298 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR