KOM Wealth Management Group, LLC 13F 持仓 · 2026年Q2
KOM Wealth Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 1.65 亿美元。前几大持仓：VTI（20.17%）、FFSM（9.66%）、DGRO（9.46%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $33.4M | 20.17% | 90,206 | 增持 |
| 2 | FFSM | FIDELITY COVINGTON TRUST | $16.0M | 9.66% | 418,435 | 增持 |
| 3 | DGRO | ISHARES TR | $15.7M | 9.46% | 206,662 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $7.6M | 4.61% | 275,327 | 增持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $6.8M | 4.10% | 144,430 | 增持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $6.3M | 3.78% | 60,781 | 增持 |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | $4.5M | 2.72% | 149,208 | 增持 |
| 8 | REGL | PROSHARES TR | $3.5M | 2.11% | 38,098 | 减持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $2.9M | 1.76% | 65,554 | 减持 |
| 10 | XLU | SELECT SECTOR SPDR TR | $2.8M | 1.66% | 60,721 | 减持 |
| 11 | IBTG | ISHARES TR | $2.6M | 1.57% | 113,843 | 减持 |
| 12 | HDV | ISHARES TR | $2.5M | 1.51% | 91,188 | 增持 |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.40% | 46,633 | 增持 |
| 14 | IBTH | ISHARES TR | $2.3M | 1.39% | 102,696 | 增持 |
| 15 | WPM | WHEATON PRECIOUS METALS CORP | $2.3M | 1.36% | 20,037 | 减持 |
| 16 | ITOT | ISHARES TR | $2.0M | 1.18% | 11,887 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $1.9M | 1.16% | 5,146 | 减持 |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.9M | 1.14% | 38,338 | 增持 |
| 19 | CGSD | CAPITAL GRP FIXED INCM ETF T | $1.9M | 1.12% | 72,305 | 新建仓 |
| 20 | IJH | ISHARES TR | $1.7M | 1.04% | 22,414 | 减持 |
| 21 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.6M | 0.99% | 47,563 | 增持 |
| 22 | IBTI | ISHARES TR | $1.4M | 0.86% | 64,247 | 增持 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.86% | 6,004 | 增持 |
| 24 | NEM | NEWMONT CORP | $1.3M | 0.80% | 14,131 | 减持 |
| 25 | PFF | ISHARES TR | $1.3M | 0.80% | 43,473 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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