Kassira Wealth Management LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 59

Kassira Wealth Management LLC在最新一期 13F 报告中披露了 59 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 39.2%。

机构性格雪花图

集中度: 17.1
持仓稳定性: 39.16
动能／逆势: 100
行业集中度: 46.24
多样化: 100
仓位均衡度: 87.56

近期动向

减仓 BIL
-26.1%　-US$204.9万
加仓 BA
+655.8%　US$162.8万
减仓 VUG
-1.8%　-US$111.1万
减仓 GOOGL
-0.2%　-US$91.1万
加仓 BRK-B
+53.9%　US$127.3万
减仓 AMZN
-5.5%　-US$73.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公债	10.02%	+10.02%	NEW
2	GOOGL	Alphabet Inc-cl A	股票-通信服务	9.24%	-1.17%	-0.19%
3	VUG	Vanguard Growth ETF	ETF-其他	7.46%	-1.29%	-1.76%
4	NVDA	Nvidia CORP	股票-科技	6.47%	-0.55%	+1.71%
5	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	5.39%	-2.12%	-26.09%
6	AMZN	Amazon.com INC	股票-周期性消费	3.93%	-0.83%	-5.46%
7	VGSH	Vanguard Short-term Treasury	ETF-政府公债	3.85%	+0.01%	+3.91%
8	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	3.67%	+1.08%	+53.86%
9	PFE	Pfizer INC	股票-医疗保健	2.80%	+0.26%	+0.91%
10	D	Dominion Energy INC	股票-公用事业	2.28%	+0.10%	+2.69%
11	VGIT	Vanguard Intermediate-term T	ETF-其他	2.09%	+0.13%	+10.91%
12	GLD	Spdr Gold Shares	ETF-避险与商品	2.07%	-0.67%	-28.05%
13	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	1.92%	-0.26%	-1.24%
14	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.89%	-0.25%	-4.83%
15	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	1.86%	—	-0.43%
16	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-其他	1.84%	+0.02%	+0.41%
17	CEG	Constellation Energy	股票-公用事业	1.79%	-0.24%	+15.22%
18	BA	Boeing Co/the	股票-工业	1.75%	+1.49%	+655.81%
19	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.61%	-0.50%	-24.04%
20	ABBV	Abbvie INC	股票-医疗保健	1.55%	—	+4.77%
21	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	1.49%	+0.06%	+0.43%
22	WMT	Walmart INC	股票-非周期性消费	1.29%	+0.10%	+0.37%
23	NET	Cloudflare INC - Class A	股票-科技	1.27%	-0.61%	-33.09%
24	ABR	Arbor Realty Trust INC	股票-房地产	1.27%	+0.32%	+38.44%
25	UNH	Unitedhealth Group INC	股票-医疗保健	1.26%	-0.22%	+7.18%
26	EFV	Ishares Msci Eafe Value ETF	ETF-其他	1.24%	—	+0.57%
27	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.17%	—	+3.49%
28	VNQ	Vanguard Real Estate ETF	ETF-其他	1.11%	+0.09%	+12.66%
29	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	1.10%	-0.17%	—
30	MSFT	Microsoft CORP	股票-科技	1.09%	-0.20%	+13.90%
31	CIEN	Ciena CORP	股票-科技	1.06%	+1.06%	NEW
32	EGAN	Egain CORP	股票-其他	1.05%	+1.05%	NEW
33	IHAK	Ishares Cybersecurity & Tech	ETF-科技型	1.04%	-0.55%	-25.48%
34	SMCI	Super Micro Computer INC	股票-科技	0.98%	+0.12%	+52.18%
35	GD	General Dynamics CORP	股票-工业	0.92%	—	—
36	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.76%	—	—
37	CRSP	CRISPR Therapeutics AG	股票-医疗保健	0.69%	—	+3.96%
38	POWL	Powell Industries INC	股票-工业	0.57%	-0.50%	-67.34%
39	CECO	Ceco Environmental CORP	股票-其他	0.57%	+0.57%	NEW
40	PSIX	Power Solutions Internationa	股票-其他	0.53%	+0.53%	NEW
41	DUK	Duke Energy CORP	股票-公用事业	0.52%	+0.33%	+145.93%
42	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.49%	—	-6.18%
43	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.47%	—	+0.02%
44	AGX	Argan INC	股票-工业	0.45%	+0.45%	NEW
45	FAST	Fastenal Co	股票-工业	0.44%	+0.44%	NEW
46	ETN	Eaton Corporation plc	股票-工业	0.43%	—	-0.31%
47	PANW	Palo Alto Networks INC	股票-科技	0.42%	+0.42%	NEW
48	AMGN	Amgen INC	股票-医疗保健	0.38%	—	+1.21%
49	PRIM	Primoris Services CORP	股票-工业	0.31%	+0.31%	NEW
50	WLDN	Willdan Group INC	股票-其他	0.31%	+0.31%	NEW

1–50 of 59

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	59	US$1.1亿	39	1SGOV 2GOOGL 3VUG 主要持股2026-03-31 1.SGOV 2.GOOGL 3.VUG 4.NVDA 5.BIL 6.AMZN 7.VGSH 8.BRK-B 9.PFE 10.D
2025-12-31	55	US$1.1亿	15	1GOOGL 2VUG 3BIL 主要持股2025-12-31 1.GOOGL 2.VUG 3.BIL 4.NVDA 5.AMZN 6.XOM 7.VGSH 8.BTI 9.GLD 10.BRK-B
2025-09-30	53	US$1.0亿	0	1VUG 2GOOGL 3BIL 主要持股2025-09-30 1.VUG 2.GOOGL 3.BIL 4.NVDA 5.AMZN 6.XOM 7.VGSH 8.BTI 9.PFE 10.GLD

本季持股变动

Kassira Wealth Management LLC 在 2026-03-31 最显著的持仓异动：新建仓: Ishares 0-3 Month Treasury B (SGOV); 清仓: Exxon Mobil CORP (XOM); 清仓: British American Tob-sp Adr (BTI); 新建仓: Ciena CORP (CIEN); 新建仓: Egain CORP (EGAN).

Kassira Wealth Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	BA	Boeing Co/the	+1.5%	+655.81%	加仓
2	BRK-B	Berkshire Hathaway Inc-cl B	+1.1%	+53.86%	加仓
3	DUK	Duke Energy CORP	+0.3%	+145.93%	加仓
4	ABR	Arbor Realty Trust INC	+0.3%	+38.44%	加仓
5	PFE	Pfizer INC	+0.3%	+0.91%	加仓
6	VGIT	Vanguard Intermediate-term T	+0.1%	+10.91%	加仓
7	SMCI	Super Micro Computer INC	+0.1%	+52.18%	加仓
8	D	Dominion Energy INC	+0.1%	+2.69%	加仓
9	WMT	Walmart INC	+0.1%	+0.37%	加仓
10	VNQ	Vanguard Real Estate ETF	+0.1%	+12.66%	加仓
11	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	+0.43%	加仓
12	SLYV	Ss Spdr S&p 600 Sc Val ETF	0%	+0.41%	加仓
13	VGSH	Vanguard Short-term Treasury	0%	+3.91%	加仓
14	MGK	Vanguard Mega Cap Growth ETF	-0.2%	—	不变
15	MSFT	Microsoft CORP	-0.2%	+13.90%	加仓
16	UNH	Unitedhealth Group INC	-0.2%	+7.18%	加仓
17	CEG	Constellation Energy	-0.2%	+15.22%	加仓
18	VTI	Vanguard Total Stock Mkt ETF	-0.3%	-4.83%	减仓
19	VOT	Vanguard Mid-cap Growth ETF	-0.3%	-1.24%	减仓
20	POWL	Powell Industries INC	-0.5%	-67.34%	减仓
21	IJR	Ishares Core S&p Small-cap E	-0.5%	-24.04%	减仓
22	IHAK	Ishares Cybersecurity & Tech	-0.6%	-25.48%	减仓
23	NVDA	Nvidia CORP	-0.6%	+1.71%	加仓
24	NET	Cloudflare INC - Class A	-0.6%	-33.09%	减仓
25	GLD	Spdr Gold Shares	-0.7%	-28.05%	减仓
26	AMZN	Amazon.com INC	-0.8%	-5.46%	减仓
27	GOOGL	Alphabet Inc-cl A	-1.2%	-0.19%	减仓
28	VUG	Vanguard Growth ETF	-1.3%	-1.76%	减仓
29	BIL	Ss Spdr Bb 1-3m T-bill ETF	-2.1%	-26.09%	减仓
30	SGOV	Ishares 0-3 Month Treasury B	—	NEW	新建仓
31	XOM	Exxon Mobil CORP	—	EXIT	清仓
32	BTI	British American Tob-sp Adr	—	EXIT	清仓
33	CIEN	Ciena CORP	—	NEW	新建仓
34	EGAN	Egain CORP	—	NEW	新建仓
35	CECO	Ceco Environmental CORP	—	NEW	新建仓
36	PSIX	Power Solutions Internationa	—	NEW	新建仓
37	VALE	Vale Sa-sp Adr	—	EXIT	清仓
38	AGX	Argan INC	—	NEW	新建仓
39	FAST	Fastenal Co	—	NEW	新建仓
40	PANW	Palo Alto Networks INC	—	NEW	新建仓
41	HUBS	Hubspot INC	—	EXIT	清仓
42	PRIM	Primoris Services CORP	—	NEW	新建仓
43	WLDN	Willdan Group INC	—	NEW	新建仓
44	AAPL	Apple INC	—	EXIT	清仓
45	APP	Applovin Corp-class A	—	EXIT	清仓
46	CAT	Caterpillar INC	—	EXIT	清仓
47	AMAT	Applied Materials INC	—	NEW	新建仓
48	HWM	Howmet Aerospace INC	—	EXIT	清仓
49	OKTA	Okta INC	—	EXIT	清仓
50	IRDM	Iridium Communications INC	—	NEW	新建仓

FAQ

Kassira Wealth Management LLC 是什么机构？属于哪种投资人类型？

Kassira Wealth Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 59 个已申报仓位之中。

Kassira Wealth Management LLC 目前前几大持股有哪些？

根据最新 13F 申报，Kassira Wealth Management LLC 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$1090.8万 (10.0%) 2. Alphabet Inc-cl A (GOOGL) — US$1005.9万 (9.2%) 3. Vanguard Growth ETF (VUG) — US$811.7万 (7.5%) 4. Nvidia CORP (NVDA) — US$704.3万 (6.5%) 5. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$586.7万 (5.4%)

Kassira Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Kassira Wealth Management LLC 共进行了 49 项显著调整：新建仓 12 个仓位、加仓 17 个既有持股、减仓 11 个仓位，并完全清仓 9 个持股。其中幅度最大的异动：新建仓: Ishares 0-3 Month Treasury B (SGOV); 清仓: Exxon Mobil CORP (XOM); 清仓: British American Tob-sp Adr (BTI); 新建仓: Ciena CORP (CIEN); 新建仓: Egain CORP (EGAN)

Kassira Wealth Management LLC 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Kassira Wealth Management LLC 的主要板块分布如下： • Information Technology: 24.5% • Communication Services: 19.6% • Health Care: 14.8% • Industrials: 10.6% • Utilities: 9.5% • Consumer Discretionary: 8.2%