KW

Kaydan Wealth Management, Inc.

分散型投資策略逆勢操作型高品質投資策略

申報總市值

US$3.0億

申報季度: 2026-03-31 · 持股檔數: 109

Kaydan Wealth Management, Inc.在最新一期 13F 報告中揭露了 109 項持股，申報期為 2026-03-31，總持股市值約為 US$3.0億，季度換手率為 27.4%。

機構性格雪花圖

集中度
19.63
持倉穩定性
27.42
動能／逆勢
0
產業集中度
51.94
多樣化
100
倉位均衡度
79.05

近期動向

  • 減碼 IAU

    -58.8%　-US$1934.2萬

  • 減碼 ITOT

    -49.0%　-US$1536.8萬

  • 減碼 VEA

    -34.0%　-US$1357.3萬

  • 加碼 VTV

    -0.2%　US$80.3萬

  • 減碼 IEF

    -28.2%　-US$744.6萬

  • 加碼 FTSM

    +1.0%　US$18.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTVVanguard Value ETFETF-其他10.89%+1.70%-0.20%
2VEAVanguard Ftse Developed ETFETF-其他9.50%-2.65%-34.03%
3FTSMFirst Trust Enh Short Mat FdETF-其他8.39%+1.18%+0.98%
4IEFIshares 7-10 Year Treasury BETF-政府公債6.19%-1.32%-28.16%
5RSPInvesco S&p 500 Equal WeightETF-大型股與成長6.15%—+0.19%
6IAUIshares Gold TrustETF-避險與商品5.25%-4.89%-58.76%
7SHProshares Short S&p500ETF-其他4.92%+4.92%NEW
8ITOTIshares Core S&p Total U.s.ETF-其他4.91%-3.79%-48.98%
9TLTIshares 20+ Year Treasury BdETF-政府公債4.30%+0.55%-0.30%
10FTAFirst Trust L C Val AlpETF-其他2.74%+0.51%-0.48%
11IJHIshares Core S&p Midcap ETFETF-其他2.16%+0.41%+4.34%
12OEFIshares S&p 100 ETFETF-其他1.98%+0.20%+4.14%
13IEFAIshares Core Msci Eafe ETFETF-其他1.77%+0.32%+4.63%
14VTIVanguard Total Stock Mkt ETFETF-其他1.73%+0.14%-1.55%
15IWMIshares Russell 2000 ETFETF-中小型股1.41%+0.24%+3.25%
16VIGVanguard Dividend Apprec ETFETF-其他1.40%—+0.16%
17IVVIshares Core S&p 500 ETFETF-大型股與成長1.39%+0.16%+2.55%
18FVDFirst Trust Value Line DvdETF-其他1.35%+0.23%+2.28%
19VUGVanguard Growth ETFETF-其他1.30%+0.07%+1.81%
20RJFRaymond James Financial INC股票-金融1.03%+0.05%—
21TDIVFt Nasdaq Tech Dvd Index FdETF-科技型0.94%+0.10%-0.36%
22AAPLApple INC股票-科技0.88%+0.08%+3.03%
23DVYIshares Select Dividend ETFETF-其他0.82%+0.17%+1.43%
24IVWIshares S&p 500 Growth ETFETF-大型股與成長0.77%+0.04%+0.10%
25MSFTMicrosoft CORP股票-科技0.67%-0.07%+3.01%
26SYKStryker CORP股票-醫療保健0.62%+0.04%+0.07%
27FNXFirst Trust Mid Cap Core AlpETF-其他0.51%—-1.45%
28IYYIshares Dow Jones U.s. ETFETF-其他0.49%—-0.13%
29USMVIshares Msci USA Min Vol FacETF-其他0.48%—-1.08%
30RDVYFirst Trust Rising DividendETF-其他0.45%—+2.40%
31IYWIshares Ustechnology ETFETF-科技型0.44%+0.02%—
32FEXFirst Trust Large Cap Core AETF-大型股與成長0.43%—-0.51%
33GMGeneral Motors Co股票-循環性消費0.42%-0.17%-33.22%
34VXUSVanguard Total Intl StockETF-其他0.42%+0.09%+7.93%
35JPMJpmorgan Chase & Co股票-金融0.41%—+1.99%
36OSKOshkosh CORP股票-工業0.39%+0.10%—
37CATCaterpillar INC股票-工業0.39%+0.12%—
38XLKSs Technology Select SectorETF-科技型0.39%+0.02%-1.24%
39DONWisdomtree US Midcap DividenETF-其他0.34%—+1.95%
40PRFInvesco Rafi US 1000 ETFETF-其他0.34%——
41DEDeere & Co股票-工業0.33%+0.09%—
42DBAWXtrackers Msci All World ExETF-其他0.33%—-1.72%
43QDEFFlexshares Quality DividendETF-其他0.31%—+0.42%
44IWFIshares Russell 1000 GrowthETF-其他0.29%—+0.78%
45IEMGIshares Core Msci EmergingETF-新興市場0.29%—+6.25%
46MOATVaneck Morningstar Wide MoatETF-其他0.28%——
47WMTWalmart INC股票-非循環性消費0.28%+0.06%+0.83%
48XOMExxon Mobil CORP股票-能源0.27%+0.11%+6.66%
49LRGFIshares US Equity Factor ETFETF-其他0.27%—-2.79%
50JNJJohnson & Johnson股票-醫療保健0.26%+0.08%+4.95%
1–50 of 109

本季持股變動

Kaydan Wealth Management, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Proshares Short S&p500 (SH); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: First Trust Capital Strength (FTCS); 清倉: Fortinet INC (FTNT); 清倉: Rtx CORP (RTX).

Kaydan Wealth Management, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1VTVVanguard Value ETF+1.7%-0.20%減碼
2FTSMFirst Trust Enh Short Mat Fd+1.2%+0.98%加碼
3TLTIshares 20+ Year Treasury Bd+0.6%-0.30%減碼
4FTAFirst Trust L C Val Alp+0.5%-0.48%減碼
5IJHIshares Core S&p Midcap ETF+0.4%+4.34%加碼
6IEFAIshares Core Msci Eafe ETF+0.3%+4.63%加碼
7IWMIshares Russell 2000 ETF+0.2%+3.25%加碼
8FVDFirst Trust Value Line Dvd+0.2%+2.28%加碼
9OEFIshares S&p 100 ETF+0.2%+4.14%加碼
10DVYIshares Select Dividend ETF+0.2%+1.43%加碼
11IVVIshares Core S&p 500 ETF+0.2%+2.55%加碼
12VTIVanguard Total Stock Mkt ETF+0.1%-1.55%減碼
13CATCaterpillar INC+0.1%—不變
14XOMExxon Mobil CORP+0.1%+6.66%加碼
15OSKOshkosh CORP+0.1%—不變
16TDIVFt Nasdaq Tech Dvd Index Fd+0.1%-0.36%減碼
17DEDeere & Co+0.1%—不變
18VXUSVanguard Total Intl Stock+0.1%+7.93%加碼
19JNJJohnson & Johnson+0.1%+4.95%加碼
20AAPLApple INC+0.1%+3.03%加碼
21VUGVanguard Growth ETF+0.1%+1.81%加碼
22SDVYFirst Trust Smid Cap Rising+0.1%+18.54%加碼
23VIGIVanguard Int Div App Indx Fd+0.1%+25.80%加碼
24TAt&t INC+0.1%+6.57%加碼
25WMTWalmart INC+0.1%+0.83%加碼
26RJFRaymond James Financial INC+0.1%—不變
27IVWIshares S&p 500 Growth ETF0%+0.10%加碼
28SYKStryker CORP0%+0.07%加碼
29IYWIshares Ustechnology ETF0%—不變
30XLKSs Technology Select Sector0%-1.24%減碼
31ORCLOracle CORP0%+0.66%加碼
32MSFTMicrosoft CORP-0.1%+3.01%加碼
33GMGeneral Motors Co-0.2%-33.22%減碼
34IEFIshares 7-10 Year Treasury B-1.3%-28.16%減碼
35VEAVanguard Ftse Developed ETF-2.7%-34.03%減碼
36ITOTIshares Core S&p Total U.s.-3.8%-48.98%減碼
37IAUIshares Gold Trust-4.9%-58.76%減碼
38SHProshares Short S&p500—NEW新建倉
39QQQInvesco Qqq Trust Series 1—EXIT清倉
40FTCSFirst Trust Capital Strength—EXIT清倉
41FTNTFortinet INC—EXIT清倉
42RTXRtx CORP—EXIT清倉
43SHYIshares 1-3 Year Treasury Bo—EXIT清倉
44ETNEaton Corporation plc—NEW新建倉
45SLVIshares Silver Trust—EXIT清倉
46COPConocophillips—NEW新建倉
47TNETTrinet Group INC—EXIT清倉
48BACBank Of America CORP—EXIT清倉
49SMHVaneck Semiconductor ETF—NEW新建倉
50VVisa Inc-class A Shares—NEW新建倉

FAQ

Kaydan Wealth Management, Inc. 是什麼機構？屬於哪種投資人類型？
Kaydan Wealth Management, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.0億，分佈在 109 個已申報部位之中。
Kaydan Wealth Management, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Kaydan Wealth Management, Inc. 按市值排列的前幾大持股為： 1. Vanguard Value ETF (VTV) — US$3257.1萬 (10.9%) 2. Vanguard Ftse Developed ETF (VEA) — US$2841.5萬 (9.5%) 3. First Trust Enh Short Mat Fd (FTSM) — US$2508.0萬 (8.4%) 4. Ishares 7-10 Year Treasury B (IEF) — US$1850.0萬 (6.2%) 5. Invesco S&p 500 Equal Weight (RSP) — US$1839.9萬 (6.2%)
Kaydan Wealth Management, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Kaydan Wealth Management, Inc. 共進行了 45 項顯著調整：新建倉 5 個部位、加碼 21 個既有持股、減碼 11 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Proshares Short S&p500 (SH); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: First Trust Capital Strength (FTCS); 清倉: Fortinet INC (FTNT); 清倉: Rtx CORP (RTX)
Kaydan Wealth Management, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Kaydan Wealth Management, Inc. 的主要板塊分佈如下： • Information Technology: 31.4% • Industrials: 16.5% • Health Care: 10.7% • Financials: 10.3% • Consumer Discretionary: 10.0% • Consumer Staples: 8.1%