KW

Koa 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$1.4亿

申报季度: 2026-03-31 · 持股只数: 56

Koa Wealth Management, LLC在最新一期 13F 报告中披露了 56 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 12.2%。

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
20.8
持仓稳定性
12.24
动能／逆势
100
行业集中度
74.25
多样化
100
仓位均衡度
86.05

近期动向

  • 加仓 SGOV

    +39.1%　US$308.8万

  • 减仓 FICO

    -2.4%　-US$132.8万

  • 加仓 CPRT

    +102.0%　US$72.6万

  • 减仓 DHR

    -1.7%　-US$87.7万

  • 减仓 GOOGL

    -3.0%　-US$111.9万

  • 加仓 NEM

    -2.8%　US$21.8万

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4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他13.45%+0.04%-0.13%
2AAPLApple INC股票-科技10.41%-0.29%-0.98%
3SGOVIshares 0-3 Month Treasury BETF-政府公债7.88%+2.52%+39.15%
4GOOGLAlphabet Inc-cl A股票-通信服务6.60%-0.44%-3.04%
5HALOHalozyme Therapeutics INC股票-医疗保健4.38%+0.08%+0.77%
6SHYIshares 1-3 Year Treasury BoETF-政府公债3.99%+0.06%-3.31%
7NEMNewmont CORP股票-原材料3.07%+0.30%-2.77%
8AMZNAmazon.com INC股票-周期性消费2.79%+0.10%+9.46%
9DHRDanaher CORP股票-医疗保健2.78%-0.46%-1.69%
10AMTAmerican Tower CORP股票-房地产2.53%-0.03%-4.22%
11BXBlackstone INC股票-金融2.51%—+33.43%
12VVisa Inc-class A Shares股票-金融2.40%—+15.76%
13PMPhilip Morris International股票-非周期性消费2.08%-0.03%-9.28%
14CMECme Group INC股票-金融2.04%+0.06%-9.91%
15BBarrick Mining CORP股票-原材料1.93%-0.05%-1.49%
16ICEIntercontinental Exchange In股票-金融1.64%+0.27%+16.91%
17FICOFair Isaac CORP股票-科技1.54%-0.83%-2.44%
18XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.52%+0.24%+4.98%
19HDHome Depot INC股票-周期性消费1.52%-0.02%-1.91%
20GDXVaneck Gold Miners ETFETF-避险与商品1.50%-0.06%-14.63%
21TMOThermo Fisher Scientific INC股票-医疗保健1.44%-0.22%-2.47%
22BNBrookfield CORP股票-金融1.43%-0.10%+0.45%
23URAGlobal X Uranium ETFETF-其他1.40%+0.05%-13.61%
24LOWLowe's Cos INC股票-周期性消费1.36%-0.13%-11.32%
25MAMastercard INC - A股票-金融1.36%+0.17%+23.68%
26CPRTCopart INC股票-工业1.26%+0.56%+102.03%
27MSFTMicrosoft CORP股票-科技1.20%-0.24%+2.81%
28PAVEGlobal X US InfrastructureETF-其他1.13%—-5.49%
29REXRRexford Industrial Realty In股票-房地产1.09%-0.13%+0.89%
30PLDPrologis INC股票-房地产1.02%-0.07%-14.51%
31RHRh股票-周期性消费0.93%-0.22%-1.96%
32WMWaste Management INC股票-工业0.83%—-6.04%
33PSMTPricesmart INC股票-非周期性消费0.81%+0.17%-2.61%
34VRTXVertex Pharmaceuticals INC股票-医疗保健0.80%—-4.45%
35WMTWalmart INC股票-非周期性消费0.71%-0.03%-18.52%
36IEIIshares 3-7 Year Treasury BoETF-政府公债0.69%-0.01%-5.11%
37AONAon plc股票-金融0.62%-0.03%-2.44%
38BOTZGlobal X Robotics & ArtificiETF-其他0.59%-0.02%-0.56%
39CIBRFirst Trust Nasdaq CybersecuETF-科技型0.56%-0.06%-2.47%
40VIGVanguard Dividend Apprec ETFETF-其他0.53%-0.06%-13.14%
41IVVIshares Core S&p 500 ETFETF-大型股与成长0.48%—-2.23%
42IAUIshares Gold TrustETF-避险与商品0.40%-0.01%-14.30%
43EDConsolidated Edison INC股票-公用事业0.39%+0.05%-4.00%
44QQQInvesco Qqq Trust Series 1ETF-科技型0.39%-0.03%-4.95%
45MBXMbx Biosciences INC股票-其他0.39%-0.01%-2.72%
46NVDANvidia CORP股票-科技0.25%-0.15%-34.59%
47SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.24%-0.03%-13.38%
48QCOMQualcomm INC股票-科技0.21%-0.06%—
49COSTCostco Wholesale CORP股票-非周期性消费0.21%—-11.28%
50IJHIshares Core S&p Midcap ETFETF-其他0.18%—-5.49%
1–50 of 56

本季持股变动

Koa Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Pepsico INC (PEP); 清仓: Avidity Biosciences INC (RNAGBP); 清仓: Dexcom INC (DXCM); 新建仓: Nio INC - Adr (NIO); 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +39.15%.

Koa 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
1SGOVIshares 0-3 Month Treasury B+2.5%+39.15%加仓
2CPRTCopart INC+0.6%+102.03%加仓
3NEMNewmont CORP+0.3%-2.77%减仓
4ICEIntercontinental Exchange In+0.3%+16.91%加仓
5XLUSt Sr Utl Sl Se Spdr Etf-usd+0.2%+4.98%加仓
6PSMTPricesmart INC+0.2%-2.61%减仓
7MAMastercard INC - A+0.2%+23.68%加仓
8AMZNAmazon.com INC+0.1%+9.46%加仓
9HALOHalozyme Therapeutics INC+0.1%+0.77%加仓
10SHYIshares 1-3 Year Treasury Bo+0.1%-3.31%减仓
11CMECme Group INC+0.1%-9.91%减仓
12EDConsolidated Edison INC+0.1%-4.00%减仓
13URAGlobal X Uranium ETF+0.1%-13.61%减仓
14BRK-BBerkshire Hathaway Inc-cl B0%-0.13%减仓
15CATXPerspective Therapeutics INC0%—不变
16VRTXVertex Pharmaceuticals INC—-4.45%减仓
17IVVIshares Core S&p 500 ETF—-2.23%减仓
18IEIIshares 3-7 Year Treasury Bo0%-5.11%减仓
19MBXMbx Biosciences INC0%-2.72%减仓
20IAUIshares Gold Trust0%-14.30%减仓
21HDHome Depot INC0%-1.91%减仓
22BOTZGlobal X Robotics & Artifici0%-0.56%减仓
23AMTAmerican Tower CORP0%-4.22%减仓
24PMPhilip Morris International0%-9.28%减仓
25AONAon plc0%-2.44%减仓
26WMTWalmart INC0%-18.52%减仓
27SPYSs Spdr S&p 500 ETF Trust-us0%-13.38%减仓
28QQQInvesco Qqq Trust Series 10%-4.95%减仓
29PACBPacific Biosciences Of Calif0%—不变
30BBarrick Mining CORP-0.1%-1.49%减仓
31GDXVaneck Gold Miners ETF-0.1%-14.63%减仓
32CIBRFirst Trust Nasdaq Cybersecu-0.1%-2.47%减仓
33VIGVanguard Dividend Apprec ETF-0.1%-13.14%减仓
34QCOMQualcomm INC-0.1%—不变
35PLDPrologis INC-0.1%-14.51%减仓
36BNBrookfield CORP-0.1%+0.45%加仓
37LOWLowe's Cos INC-0.1%-11.32%减仓
38REXRRexford Industrial Realty In-0.1%+0.89%加仓
39NVDANvidia CORP-0.2%-34.59%减仓
40TMOThermo Fisher Scientific INC-0.2%-2.47%减仓
41RHRh-0.2%-1.96%减仓
42MSFTMicrosoft CORP-0.2%+2.81%加仓
43AAPLApple INC-0.3%-0.98%减仓
44GOOGLAlphabet Inc-cl A-0.4%-3.04%减仓
45DHRDanaher CORP-0.5%-1.69%减仓
46FICOFair Isaac CORP-0.8%-2.44%减仓
47PEPPepsico INC—EXIT清仓
48RNAGBPAvidity Biosciences INC—EXIT清仓
49DXCMDexcom INC—EXIT清仓
50NIONio INC - Adr—NEW新建仓

FAQ

Koa Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Koa 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$1.4亿，分布在 56 个已申报仓位之中。
Koa Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Koa Wealth Management, LLC 按市值排列的前几大持股为： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$1860.2万 (13.4%) 2. Apple INC (AAPL) — US$1439.8万 (10.4%) 3. Ishares 0-3 Month Treasury B (SGOV) — US$1089.7万 (7.9%) 4. Alphabet Inc-cl A (GOOGL) — US$912.9万 (6.6%) 5. Halozyme Therapeutics INC (HALO) — US$606.4万 (4.4%)
Koa 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，Koa Wealth Management, LLC 共进行了 47 项显著调整：新建仓 1 个仓位、加仓 10 个既有持股、减仓 33 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：清仓: Pepsico INC (PEP); 清仓: Avidity Biosciences INC (RNAGBP); 清仓: Dexcom INC (DXCM); 新建仓: Nio INC - Adr (NIO); 加仓: Ishares 0-3 Month Treasury B (SGOV) — 股数 +39.15%
Koa 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，Koa Wealth Management, LLC 的主要板块分布如下： • Financials: 39.6% • Information Technology: 23.1% • Communication Services: 12.6% • Consumer Discretionary: 10.9% • Health Care: 8.1% • Consumer Staples: 5.8%

同行推荐

资产规模相近的机构

KI

Klr Investment Advisors, LLC

申报总市值

US$1.4亿

185 stks

2024-03-31

集中度7.4
持仓稳定性0.0
行业集中度53.3

资产规模与本机构相差仅 0.0%

查看详情
FF

First Financial Group Corp

申报总市值

US$1.4亿

81 stks

2026-06-30

集中度15.2
持仓稳定性15.0
行业集中度97.0

资产规模与本机构相差仅 0.0%

查看详情
SI

Stoneridge Investment Partners LLC

申报总市值

US$1.4亿

128 stks

2026-03-31

集中度9.3
持仓稳定性63.1
行业集中度54.4

资产规模与本机构相差仅 0.0%

查看详情

风格推荐

持仓风格相似的机构

KF

Klingenstein Fields & Co LP

申报总市值

US$25.4亿

255 stks

2026-03-31

集中度9.1
持仓稳定性16.8
行业集中度44.4

前五大持仓重叠 3/5 档，同样重仓 Alphabet Inc-cl A

查看详情
SN

Security National Bank Of Sioux City Iowa /ia/

申报总市值

US$1.7亿

161 stks

2026-03-31

集中度8.6
持仓稳定性24.9
行业集中度42.6

前五大持仓重叠 3/5 档，同样重仓 Apple INC

查看详情
MI

Moseley Investment Management INC

申报总市值

US$3.1亿

163 stks

2026-03-31

集中度9.5
持仓稳定性13.9
行业集中度62.8

前五大持仓重叠 3/5 档，同样重仓 Apple INC

查看详情