KWB Wealth 13F 持仓 · 2026年Q2
KWB Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 169 只证券，申报市值合计 11.69 亿美元。前几大持仓：SPYM（12.94%）、SPYG（8.13%）、SPYV（7.10%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $151.2M | 12.94% | 1.7M | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $95.0M | 8.13% | 798,372 | 减持 |
| 3 | SPYV | SPDR SERIES TRUST | $83.0M | 7.10% | 1.4M | 减持 |
| 4 | SPDW | SPDR INDEX SHS FDS | $39.8M | 3.40% | 788,912 | 减持 |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $35.1M | 3.01% | 925,891 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $30.5M | 2.61% | 448,242 | 减持 |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.6M | 2.45% | 579,994 | 增持 |
| 8 | SPTI | SPDR SERIES TRUST | $28.4M | 2.43% | 999,955 | 减持 |
| 9 | RECS | COLUMBIA ETF TR I | $27.5M | 2.35% | 635,710 | 增持 |
| 10 | IEMG | ISHARES INC | $26.2M | 2.24% | 315,752 | 减持 |
| 11 | SPSM | SPDR SERIES TRUST | $26.1M | 2.23% | 452,815 | 减持 |
| 12 | IUSB | ISHARES TR | $24.6M | 2.11% | 533,978 | 增持 |
| 13 | SPEM | SPDR INDEX SHS FDS | $24.7M | 2.11% | 476,296 | 增持 |
| 14 | IDHQ | INVESCO EXCH TRADED FD TR II | $23.7M | 2.03% | 542,925 | 增持 |
| 15 | JBND | J P MORGAN EXCHANGE TRADED F | $20.8M | 1.78% | 388,588 | 增持 |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.7M | 1.77% | 488,425 | 增持 |
| 17 | JMBS | JANUS DETROIT STR TR | $18.9M | 1.62% | 420,361 | 减持 |
| 18 | BAI | BLACKROCK ETF TRUST | $18.8M | 1.61% | 357,164 | 减持 |
| 19 | FEGE | RBB FUND TRUST | $18.9M | 1.61% | 385,710 | 增持 |
| 20 | GTO | INVESCO ACTIVELY MANAGED EXC | $16.5M | 1.41% | 352,169 | 增持 |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | $15.6M | 1.33% | 96,390 | 减持 |
| 22 | QEFA | SPDR INDEX SHS FDS | $15.1M | 1.29% | 156,893 | 减持 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $14.4M | 1.23% | 527,423 | 增持 |
| 24 | SPIB | SPDR SERIES TRUST | $14.2M | 1.22% | 425,676 | 减持 |
| 25 | IVLU | ISHARES TR | $14.1M | 1.20% | 336,260 | 减持 |
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