Kw Wealth Management LLC 13F 持仓 · 最近申报 2025年Q4
Kw Wealth Management 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 6,589.99 万美元。前几大持仓：FLOT（7.84%）、AAPL（6.85%）、DIA（6.63%）。本季前 25 大持仓中：增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLOT | ISHARES TR | $5.2M | 7.84% | 101,545 | 增持 |
| 2 | AAPL | APPLE INC | $4.5M | 6.85% | 16,597 | 减持 |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | $4.4M | 6.63% | 9,096 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $3.6M | 5.54% | 7,545 | 增持 |
| 5 | TBIL | RBB FD INC | $2.9M | 4.33% | 57,160 | 增持 |
| 6 | GOOG | ALPHABET INC | $2.5M | 3.73% | 7,829 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $2.1M | 3.22% | 28,648 | 减持 |
| 8 | COST | COSTCO WHSL CORP NEW | $1.9M | 2.91% | 2,224 | 增持 |
| 9 | AMZN | AMAZON COM INC | $1.8M | 2.66% | 7,592 | 增持 |
| 10 | SPY | SPDR S&P 500 ETF TR | $1.6M | 2.37% | 2,294 | 增持 |
| 11 | V | VISA INC | $1.4M | 2.10% | 3,948 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $1.4M | 2.09% | 7,394 | 增持 |
| 13 | USMV | ISHARES TR | $1.3M | 1.94% | 13,553 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.87% | 2,457 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $1.1M | 1.69% | 3,328 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $1.1M | 1.60% | 2,162 | 减持 |
| 17 | ABBV | ABBVIE INC | $1.0M | 1.59% | 4,573 | 增持 |
| 18 | VV | VANGUARD INDEX FDS | $1.0M | 1.59% | 3,330 | 增持 |
| 19 | XLU | SELECT SECTOR SPDR TR | $935,830 | 1.42% | 21,921 | 增持 |
| 20 | WMT | WALMART INC | $922,788 | 1.40% | 8,282 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO. | $905,353 | 1.37% | 2,809 | 增持 |
| 22 | UNH | UNITEDHEALTH GROUP INC | $883,834 | 1.34% | 2,677 | 持平 |
| 23 | RIO | RIO TINTO PLC | $827,719 | 1.26% | 10,342 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $822,247 | 1.25% | 1,338 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $749,987 | 1.14% | 3,624 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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