KG

Kilter Group LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$2.3亿

申报季度: 2026-03-31 · 持股只数: 1568

Kilter Group LLC在最新一期 13F 报告中披露了 1568 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 13.6%。

浏览其他1 亿至 10 亿美元机构浏览其他以“K”开头的机构

机构性格雪花图

集中度
18.92
持仓稳定性
13.6
动能／逆势
100
行业集中度
49.09
多样化
100
仓位均衡度
14.46

近期动向

  • 加仓 EFG

    +243.6%　US$459.7万

  • 减仓 OEF

    -15.4%　-US$267.8万

  • 减仓 QUAL

    -9.4%　-US$144.5万

  • 加仓 ITA

    +35.4%　US$173.9万

  • 减仓 DYNF

    +0.0%　-US$87.7万

  • 加仓 IVV

    +14.8%　US$179.3万

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

仅显示前 1567 大持股（共 1568 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长8.91%+0.57%+14.81%
2IVWIshares S&p 500 Growth ETFETF-大型股与成长8.45%-0.01%+11.54%
3DYNFIshrs US E F R A Etf-usd INCETF-其他8.36%-0.59%+0.00%
4IEMGIshares Core Msci EmergingETF-新兴市场6.33%+0.17%+1.45%
5IVEIshares S&p 500 Value ETFETF-大型股与成长6.27%+0.25%+7.27%
6EFVIshares Msci Eafe Value ETFETF-其他5.71%+0.19%+1.68%
7QUALIshares Msci USA Quality FacETF-其他4.35%-0.74%-9.42%
8OEFIshares S&p 100 ETFETF-其他4.21%-1.29%-15.36%
9GSEWGoldman Sachs Eql Wght LargeETF-避险与商品3.82%+0.07%+5.01%
10VTVVanguard Value ETFETF-其他3.77%+0.08%+2.01%
11IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他3.69%+0.09%+5.82%
12BAIIshrs Ai In And Tech Act ETFETF-科技型3.69%+0.02%+4.18%
13THROIshares U.s. Thematic RotatiETF-其他3.68%+0.02%+9.70%
14MTUMIshares Msci USA Momentum FaETF-其他3.26%+0.02%+7.33%
15EFGIshares Msci Eafe Growth ETFETF-其他2.82%+1.96%+243.65%
16ITAIshares U.s. Aerospace & DefETF-其他2.72%+0.70%+35.42%
17TLHIshares 10-20 Year TreasuryETF-政府公债1.31%+0.05%+7.94%
18IAGGIshares Intl Aggregate BondETF-其他1.11%-0.07%-3.29%
19MBBIshares Mbs ETFETF-其他0.90%+0.07%+10.60%
20IAUIshares Gold TrustETF-避险与商品0.83%-0.22%-25.69%
21AAPLApple INC股票-科技0.76%-0.13%-5.90%
22IBMIntl Business Machines CORP股票-科技0.68%-0.16%+1.07%
23GOOGAlphabet Inc-cl C股票-通信服务0.63%+0.27%+97.58%
24NVDANvidia CORP股票-科技0.62%-0.05%+1.85%
25AMZNAmazon.com INC股票-周期性消费0.57%—+9.82%
26COMPCompass INC - Class A股票-房地产0.41%-0.31%-16.07%
27SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.39%-0.39%-46.58%
28BINCIshares Flex I A Etf-usd INCETF-其他0.37%—+4.72%
29BOXXAlpha Architect 1-3 Mnth BoxETF-其他0.35%——
30MSFTMicrosoft CORP股票-科技0.34%-0.06%+12.14%
31BRK-ABerkshire Hathaway Inc-cl A股票-其他0.31%——
32VVisa Inc-class A Shares股票-金融0.29%-0.06%-0.84%
33GOOGLAlphabet Inc-cl A股票-通信服务0.28%—+11.36%
34HIMSHims & Hers Health INC股票-医疗保健0.28%-0.33%-27.20%
35BRK-BBerkshire Hathaway Inc-cl B股票-其他0.24%—+1.29%
36METAMeta Platforms Inc-class A股票-通信服务0.23%—+16.14%
37AMGNAmgen INC股票-医疗保健0.23%-0.03%-16.53%
38EMBIshares Jp Morgan Usd EmergiETF-其他0.20%+0.03%+22.86%
39HDHome Depot INC股票-周期性消费0.19%—-3.11%
40IYEIshares U.s. Energy ETFETF-其他0.19%+0.05%—
41RDDTReddit Inc-cl A股票-通信服务0.18%-0.14%-0.06%
42BUFRFt Vest Lad Buffervetf-usd IETF-其他0.18%—+11.73%
43LOWLowe's Cos INC股票-周期性消费0.17%—+0.30%
44VOOVanguard S&p 500 ETFETF-大型股与成长0.17%——
45WMTWalmart INC股票-非周期性消费0.13%—-16.86%
46TANInvesco Solar ETFETF-其他0.12%—-18.79%
47SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.12%—-0.55%
48PAVEGlobal X US InfrastructureETF-其他0.11%——
49VGITVanguard Intermediate-term TETF-其他0.11%+0.09%+646.67%
50LLYEli Lilly & Co股票-医疗保健0.11%-0.06%-25.56%
1–50 of 1,567

本季持股变动

Kilter Group LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr P Treasury ETF (SPTB); 清仓: Wisdomtree US Multifactor Fu (USMF); 清仓: Ss Spdr N Ice Muni Bond ETF (TFI); 清仓: Vaneck JPM Em Local Curr Bnd (EMLC); 新建仓: Ishares Msci Eafe Small-cap (SCZ).

Kilter Group 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
1EFGIshares Msci Eafe Growth ETF+2%+243.65%加仓
2ITAIshares U.s. Aerospace & Def+0.7%+35.42%加仓
3IVVIshares Core S&p 500 ETF+0.6%+14.81%加仓
4GOOGAlphabet Inc-cl C+0.3%+97.58%加仓
5IVEIshares S&p 500 Value ETF+0.3%+7.27%加仓
6EFVIshares Msci Eafe Value ETF+0.2%+1.68%加仓
7IEMGIshares Core Msci Emerging+0.2%+1.45%加仓
8IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+5.82%加仓
9VGITVanguard Intermediate-term T+0.1%+646.67%加仓
10VTVVanguard Value ETF+0.1%+2.01%加仓
11GSEWGoldman Sachs Eql Wght Large+0.1%+5.01%加仓
12MBBIshares Mbs ETF+0.1%+10.60%加仓
13BNDXVanguard Total Intl Bond ETF+0.1%+650.09%加仓
14TLHIshares 10-20 Year Treasury+0.1%+7.94%加仓
15IYEIshares U.s. Energy ETF+0.1%—不变
16BNYBank Of New York Mellon CORP0%+699.16%加仓
17VCITVanguard Int-term Corporate0%+630.48%加仓
18DUKDuke Energy CORP0%+432.39%加仓
19EMBIshares Jp Morgan Usd Emergi0%+22.86%加仓
20BAIIshrs Ai In And Tech Act ETF0%+4.18%加仓
21THROIshares U.s. Thematic Rotati0%+9.70%加仓
22MTUMIshares Msci USA Momentum Fa0%+7.33%加仓
23XOMExxon Mobil CORP0%+15.81%加仓
24IVWIshares S&p 500 Growth ETF0%+11.54%加仓
25AMGNAmgen INC0%-16.53%减仓
26NVDANvidia CORP-0.1%+1.85%加仓
27LLYEli Lilly & Co-0.1%-25.56%减仓
28MSFTMicrosoft CORP-0.1%+12.14%加仓
29VVisa Inc-class A Shares-0.1%-0.84%减仓
30SPDWSte Str Spdr Pt Dw EU ETF-0.1%-92.88%减仓
31IAGGIshares Intl Aggregate Bond-0.1%-3.29%减仓
32HACKAmplify Cybersecurity ETF-0.1%-54.74%减仓
33SCHGSchwab US Large-cap Growth-0.1%-86.94%减仓
34AAPLApple INC-0.1%-5.90%减仓
35RDDTReddit Inc-cl A-0.1%-0.06%减仓
36DGRWWisdomtree U.s. Quality Divi-0.2%-85.54%减仓
37IBMIntl Business Machines CORP-0.2%+1.07%加仓
38EPSWisdomtree US Large Cap Fund-0.2%-87.10%减仓
39IAUIshares Gold Trust-0.2%-25.69%减仓
40COMPCompass INC - Class A-0.3%-16.07%减仓
41HIMSHims & Hers Health INC-0.3%-27.20%减仓
42SPYSs Spdr S&p 500 ETF Trust-us-0.4%-46.58%减仓
43DYNFIshrs US E F R A Etf-usd INC-0.6%+0.00%加仓
44QUALIshares Msci USA Quality Fac-0.7%-9.42%减仓
45OEFIshares S&p 100 ETF-1.3%-15.36%减仓
46SPTBSs Spdr P Treasury ETF—EXIT清仓
47USMFWisdomtree US Multifactor Fu—EXIT清仓
48TFISs Spdr N Ice Muni Bond ETF—EXIT清仓
49EMLCVaneck JPM Em Local Curr Bnd—EXIT清仓
50SCZIshares Msci Eafe Small-cap—NEW新建仓

FAQ

Kilter Group LLC 是什么机构？属于哪种投资人类型？
Kilter Group 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$2.3亿，分布在 1568 个已申报仓位之中。
Kilter Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，Kilter Group LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$2068.2万 (8.9%) 2. Ishares S&p 500 Growth ETF (IVW) — US$1961.1万 (8.4%) 3. Ishrs US E F R A Etf-usd INC (DYNF) — US$1940.5万 (8.4%) 4. Ishares Core Msci Emerging (IEMG) — US$1470.0万 (6.3%) 5. Ishares S&p 500 Value ETF (IVE) — US$1456.0万 (6.3%)
Kilter Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kilter Group LLC 共进行了 49 项显著调整：新建仓 1 个仓位、加仓 27 个既有持股、减仓 17 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Ss Spdr P Treasury ETF (SPTB); 清仓: Wisdomtree US Multifactor Fu (USMF); 清仓: Ss Spdr N Ice Muni Bond ETF (TFI); 清仓: Vaneck JPM Em Local Curr Bnd (EMLC); 新建仓: Ishares Msci Eafe Small-cap (SCZ)
Kilter Group 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，Kilter Group LLC 的主要板块分布如下： • Information Technology: 30.7% • Communication Services: 14.9% • Consumer Discretionary: 12.2% • Financials: 11.3% • Health Care: 10.1% • Industrials: 6.3%

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