KW
Kiker Wealth Management, LLC
分散型投資策略高頻交易型趨勢追蹤型
申報總市值
US$2.1億
申報季度: 2026-03-31 · 持股檔數: 132
Kiker Wealth Management, LLC在最新一期 13F 報告中揭露了 132 項持股，申報期為 2026-03-31，總持股市值約為 US$2.1億，季度換手率為 194.6%。
機構性格雪花圖
- 集中度
- 16.11
- 持倉穩定性
- 100
- 動能／逆勢
- 100
- 產業集中度
- 42.3
- 多樣化
- 100
- 倉位均衡度
- 79.15
近期動向
減碼 IGSB
+2133.9% US$1033.6萬
減碼 TLT
+2419.6% US$740.1萬
減碼 EMLC
+3619.7% US$870.1萬
減碼 SHY
+2615.6% US$493.9萬
減碼 IWM
+4659.8% US$1528.0萬
減碼 PDBC
+3829.9% US$1588.8萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 9.41% | -1.75% | +5294.24% | |
| 2 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 7.74% | -2.72% | +3829.92% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.45% | -3.34% | +4659.83% | |
| 4 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 5.49% | -1.62% | +4902.84% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 5.17% | -11.00% | +2133.92% | |
| 6 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 4.89% | -2.37% | +4319.76% | |
| 7 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 4.27% | -3.94% | +3619.67% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 4.05% | -2.12% | +3807.72% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 3.88% | +3.88% | NEW | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 3.86% | +3.86% | NEW | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.68% | -6.52% | +2419.64% | |
| 12 | SLV | Ishares Silver Trust | ETF-避險與商品 | 3.48% | +3.48% | NEW | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.45% | -3.83% | +2615.57% | |
| 14 | FRO | Frontline plc | 股票-其他 | 1.49% | +1.49% | NEW | |
| 15 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 1.38% | +1.38% | NEW | |
| 16 | DLX | Deluxe CORP | 股票-其他 | 1.30% | +1.30% | NEW | |
| 17 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 1.13% | +1.13% | NEW | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.04% | +1.04% | NEW | |
| 19 | GRDN | Guardian Phrmcy Services-a | 股票-其他 | 1.03% | +1.03% | NEW | |
| 20 | WT | Wisdomtree INC | 股票-其他 | 1.02% | +1.02% | NEW | |
| 21 | EME | Emcor Group INC | 股票-工業 | 1.01% | +1.01% | NEW | |
| 22 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.94% | +0.94% | NEW | |
| 23 | ENVA | Enova International INC | 股票-金融 | 0.90% | +0.90% | NEW | |
| 24 | VIPS | Vipshop Holdings LTD - Adr | 股票-循環性消費 | 0.84% | +0.84% | NEW | |
| 25 | CNO | Cno Financial Group INC | 股票-金融 | 0.83% | +0.83% | NEW | |
| 26 | ORI | Old Republic Intl CORP | 股票-金融 | 0.76% | +0.76% | NEW | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.71% | NEW | |
| 28 | BMI | Badger Meter INC | 股票-科技 | 0.68% | +0.68% | NEW | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 0.65% | +0.65% | NEW | |
| 30 | IFV | First Trust Dw Focus 5 Intl | ETF-其他 | 0.58% | +0.57% | NEW | |
| 31 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.56% | +0.56% | NEW | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.48% | +0.48% | NEW | |
| 33 | LRN | Stride INC | 股票-非循環性消費 | 0.42% | +0.42% | NEW | |
| 34 | ALB | Albemarle CORP | 股票-原物料 | 0.41% | +0.41% | NEW | |
| 35 | EOG | Eog Resources INC | 股票-能源 | 0.41% | +0.41% | NEW | |
| 36 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.41% | +0.41% | NEW | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.40% | +0.40% | NEW | |
| 38 | EIX | Edison International | 股票-公用事業 | 0.39% | +0.39% | NEW | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.38% | +0.38% | NEW | |
| 40 | FE | Firstenergy CORP | 股票-公用事業 | 0.37% | +0.37% | NEW | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | +0.37% | NEW | |
| 42 | AG | First Majestic Silver CORP | 股票-原物料 | 0.36% | +0.36% | NEW | |
| 43 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.35% | +0.35% | NEW | |
| 44 | DRI | Darden Restaurants INC | 股票-循環性消費 | 0.35% | +0.35% | NEW | |
| 45 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.35% | +0.35% | NEW | |
| 46 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.35% | +0.34% | NEW | |
| 47 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.32% | +0.32% | NEW | |
| 48 | CNA | Cna Financial CORP | 股票-其他 | 0.31% | +0.31% | NEW | |
| 49 | SVM | Silvercorp Metals INC | 股票-其他 | 0.31% | +0.31% | NEW | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.31% | +0.31% | NEW |
1–50 of 132
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
Kiker Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Msci Brazil ETF (EWZ); 新建倉: First Trust Nasdaq Cybersecu (CIBR); 新建倉: Ishares Silver Trust (SLV); 新建倉: Frontline plc (FRO); 新建倉: Sprott Physical Gold And Sil (CEF).
FAQ
Kiker Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
Kiker Wealth Management, LLC 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$2.1億，分佈在 132 個已申報部位之中。
Kiker Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Kiker Wealth Management, LLC 按市值排列的前幾大持股為：
1. Vaneck Merk Gold ETF (OUNZ) — US$1971.1萬 (9.4%)
2. Invesco Optimum Yield Divers (PDBC) — US$1620.3萬 (7.7%)
3. Ishares Russell 2000 ETF (IWM) — US$1560.5萬 (7.5%)
4. Vaneck Urani & Nuclr Etf-usd (NLR) — US$1150.1萬 (5.5%)
5. Ishares 1-5y Inv Grade CORP (IGSB) — US$1082.3萬 (5.2%)
Kiker Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Kiker Wealth Management, LLC 主要以增持為主——新建倉 40 個部位，並對 10 個既有持股進行加碼。 其中幅度最大的異動：新建倉: Ishares Msci Brazil ETF (EWZ); 新建倉: First Trust Nasdaq Cybersecu (CIBR); 新建倉: Ishares Silver Trust (SLV); 新建倉: Frontline plc (FRO); 新建倉: Sprott Physical Gold And Sil (CEF)
Kiker Wealth Management, LLC 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，Kiker Wealth Management, LLC 的主要板塊分佈如下：
• Financials: 24.8%
• Energy: 17.0%
• Information Technology: 11.5%
• Materials: 10.8%
• Utilities: 9.2%
• Consumer Discretionary: 8.7%