Kaydan Wealth Management, Inc. 13F 持仓 · 2026年Q3
Kaydan Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 2.91 亿美元。前几大持仓：VTV（12.39%）、IWM（8.95%）、VTI（7.14%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $36.1M | 12.39% | 167,028 | 减持 |
| 2 | IWM | ISHARES TR | $26.1M | 8.95% | 93,796 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $20.8M | 7.14% | 55,628 | 增持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $19.8M | 6.79% | 95,179 | 减持 |
| 5 | ITOT | ISHARES TR | $17.0M | 5.84% | 102,321 | 减持 |
| 6 | FTSM | FIRST TR EXCHANGE-TRADED FD | $16.7M | 5.73% | 280,383 | 减持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $16.1M | 5.52% | 227,604 | 减持 |
| 8 | FTA | FIRST TR EXCHANGE-TRADED ALP | $8.1M | 2.77% | 84,620 | 减持 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $7.4M | 2.53% | 130,185 | 新建仓 |
| 10 | OEF | ISHARES TR | $6.8M | 2.35% | 17,893 | 减持 |
| 11 | GLD | SPDR GOLD TR | $6.8M | 2.32% | 17,756 | 新建仓 |
| 12 | IJH | ISHARES TR | $6.6M | 2.28% | 92,135 | 减持 |
| 13 | IEFA | ISHARES TR | $5.5M | 1.88% | 56,615 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $4.8M | 1.64% | 6,466 | 减持 |
| 15 | VUG | VANGUARD INDEX FDS | $4.7M | 1.62% | 52,314 | 减持 |
| 16 | IVV | ISHARES TR | $4.6M | 1.56% | 5,951 | 减持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 1.50% | 18,722 | 减持 |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.26% | 78,551 | 减持 |
| 19 | AAPL | APPLE INC | $3.4M | 1.16% | 10,167 | 减持 |
| 20 | RJF | RAYMOND JAMES FINL INC | $3.3M | 1.15% | 21,175 | 持平 |
| 21 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.1M | 1.06% | 27,421 | 减持 |
| 22 | IVW | ISHARES TR | $3.0M | 1.02% | 20,887 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $2.6M | 0.89% | 5,072 | 减持 |
| 24 | DVY | ISHARES TR | $2.4M | 0.81% | 15,479 | 减持 |
| 25 | IYW | ISHARES TR | $1.9M | 0.65% | 7,185 | 持平 |
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