KW

KOM Wealth Management Group, 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$1.5亿

申报季度: 2026-03-31 · 持股只数: 89

KOM Wealth Management Group, LLC在最新一期 13F 报告中披露了 89 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 13.6%。

机构性格雪花图

集中度
26.57
持仓稳定性
13.59
动能／逆势
100
行业集中度
61.24
多样化
100
仓位均衡度
77.71

近期动向

  • 减仓 IBTG

    -33.6%　-US$187.1万

  • 减仓 DFAC

    -24.3%　-US$109.8万

  • 加仓 SCHF

    +23.9%　US$122.5万

  • 加仓 JCPB

    +34.3%　US$115.0万

  • 加仓 AVDV

    +18.0%　US$110.6万

  • 减仓 MSFT

    -1.2%　-US$69.2万

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
1VTIVanguard Total Stock Mkt ETFETF-其他19.72%—+4.65%
2DGROIshares Core Dividend GrowthETF-其他9.52%-0.12%+1.36%
3FFSMFidelity Fndm Sm Mid Cap ETFETF-其他9.05%+0.42%+4.42%
4SCHFSchwab Intl Equity ETFETF-其他3.87%+0.72%+23.89%
5AVDVAvantis Intl S/c Value ETFETF-其他3.72%+0.64%+18.04%
6PHYSSprott Physical Gold Trust股票-其他3.25%+0.43%+11.28%
7JCPBJpmorgan Core Plus Bond ETFETF-其他3.12%+0.70%+34.33%
8IBTGIshares Ibonds Dec 2026 TermETF-其他2.53%-1.42%-33.61%
9REGLPrshrs S&p Mid 400 Dvd AristETF-其他2.32%—-2.58%
10DFACDimensional US Core Equity 2ETF-其他2.17%-0.85%-24.27%
11WPMWheaton Precious Metals CORP股票-原材料2.13%—-10.10%
12HDVIshares Core High Dividend EETF-其他2.00%-0.32%-19.75%
13XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.91%—-6.84%
14LMBSFirst Trust Low Duration OppETF-其他1.55%+0.47%+49.39%
15MSFTMicrosoft CORP股票-科技1.46%-0.55%-1.21%
16IBTHIshares Ibonds Dec 2027 TermETF-其他1.31%+0.11%+13.54%
17IJHIshares Core S&p Midcap ETFETF-其他1.24%-0.25%-15.58%
18ITOTIshares Core S&p Total U.s.ETF-其他1.24%-0.12%-1.40%
19XOMExxon Mobil CORP股票-能源1.11%+0.29%+0.21%
20CGDVCap Group Dividend ValueETF-其他1.09%+0.01%+7.36%
21NEMNewmont CORP股票-原材料1.05%+0.01%-2.85%
22CGXUCap Group Intl FocusETF-其他0.93%+0.01%+5.37%
23VIGVanguard Dividend Apprec ETFETF-其他0.86%—+1.76%
24IJRIshares Core S&p Small-cap EETF-中小型股0.85%-0.22%-20.49%
25RTXRtx CORP股票-工业0.79%—-1.21%
26IBTIIshares Ibonds Dec 2028 TermETF-其他0.78%+0.33%+80.96%
27PFFIshares Preferred & Income SETF-其他0.73%+0.11%+25.50%
28CGGRCap Group Growth EquityETF-其他0.71%—+6.02%
29COWZPacer US Cash Cows 100 ETFETF-其他0.70%+0.15%+26.83%
30CGUSCap Group Core EquityETF-其他0.68%+0.01%+11.63%
31FBCGFidelity Blue Chip Grow ETFETF-其他0.64%—+15.37%
32USMVIshares Msci USA Min Vol FacETF-其他0.62%—+0.41%
33IDVIshares International SelectETF-其他0.61%-0.08%-15.11%
34IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他0.55%+0.08%+22.25%
35DFICDimensional International CoETF-其他0.55%-0.26%-31.48%
36VNQVanguard Real Estate ETFETF-其他0.55%-0.19%-23.90%
37ITWIllinois Tool Works股票-工业0.55%+0.30%+114.49%
38PWRQuanta Services INC股票-工业0.54%+0.11%+0.07%
39AAPLApple INC股票-科技0.54%—+3.06%
40NOBLProshares S&p 500 Dividend AETF-大型股与成长0.54%—-1.25%
41NVDANvidia CORP股票-科技0.51%—+8.39%
42WMTWalmart INC股票-非周期性消费0.48%+0.03%-1.43%
43IBDTIshares Ibonds Dec 2028 ETFETF-其他0.46%+0.14%+52.53%
44FBNDFidelity Total Bond ETFETF-其他0.45%+0.05%+17.20%
45JNJJohnson & Johnson股票-医疗保健0.44%+0.06%+0.11%
46IXUSIshares Core Intl Stock ETFETF-其他0.41%—-0.01%
47IBTJIshares Ibonds Dec 2029 TermETF-其他0.40%+0.40%NEW
48DFAXDimensional World Ex US CoreETF-其他0.38%—-5.37%
49WPCWp Carey INC股票-房地产0.34%—+1.33%
50VYMVanguard High Dvd Yield ETFETF-其他0.33%—+1.33%
1–50 of 89

本季持股变动

KOM Wealth Management Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Ibonds Dec 2029 Term (IBTJ); 新建仓: Ishares Ibonds Dec 2029 Term (IBDU); 清仓: Wells Fargo & Co (WFC); 清仓: Fidelity National Info Serv (FIS); 新建仓: Ss Energy Select Sector (XLE).

KOM Wealth Management 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
1SCHFSchwab Intl Equity ETF+0.7%+23.89%加仓
2JCPBJpmorgan Core Plus Bond ETF+0.7%+34.33%加仓
3AVDVAvantis Intl S/c Value ETF+0.6%+18.04%加仓
4LMBSFirst Trust Low Duration Opp+0.5%+49.39%加仓
5PHYSSprott Physical Gold Trust+0.4%+11.28%加仓
6FFSMFidelity Fndm Sm Mid Cap ETF+0.4%+4.42%加仓
7IBTIIshares Ibonds Dec 2028 Term+0.3%+80.96%加仓
8ITWIllinois Tool Works+0.3%+114.49%加仓
9XOMExxon Mobil CORP+0.3%+0.21%加仓
10COWZPacer US Cash Cows 100 ETF+0.2%+26.83%加仓
11IBDTIshares Ibonds Dec 2028 ETF+0.1%+52.53%加仓
12IBTHIshares Ibonds Dec 2027 Term+0.1%+13.54%加仓
13PFFIshares Preferred & Income S+0.1%+25.50%加仓
14PWRQuanta Services INC+0.1%+0.07%加仓
15IBDSIshrs Ibnds Dec 27 CORP ETF+0.1%+22.25%加仓
16JNJJohnson & Johnson+0.1%+0.11%加仓
17CVXChevron CORP+0.1%-5.62%减仓
18FBNDFidelity Total Bond ETF+0.1%+17.20%加仓
19IVVIshares Core S&p 500 ETF+0.1%+27.59%加仓
20CATCaterpillar INC+0.1%-0.81%减仓
21AMZNAmazon.com INC0%+35.99%加仓
22WMTWalmart INC0%-1.43%减仓
23NEMNewmont CORP0%-2.85%减仓
24CGDVCap Group Dividend Value0%+7.36%加仓
25CGXUCap Group Intl Focus0%+5.37%加仓
26CGUSCap Group Core Equity0%+11.63%加仓
27IDVIshares International Select-0.1%-15.11%减仓
28DGROIshares Core Dividend Growth-0.1%+1.36%加仓
29ITOTIshares Core S&p Total U.s.-0.1%-1.40%减仓
30CLFCleveland-cliffs INC-0.1%+5.34%加仓
31VNQVanguard Real Estate ETF-0.2%-23.90%减仓
32IJRIshares Core S&p Small-cap E-0.2%-20.49%减仓
33IJHIshares Core S&p Midcap ETF-0.3%-15.58%减仓
34DFICDimensional International Co-0.3%-31.48%减仓
35IBDRIshares Ibonds Dec 2026 Term-0.3%-57.75%减仓
36HDVIshares Core High Dividend E-0.3%-19.75%减仓
37MSFTMicrosoft CORP-0.6%-1.21%减仓
38DFACDimensional US Core Equity 2-0.9%-24.27%减仓
39IBTGIshares Ibonds Dec 2026 Term-1.4%-33.61%减仓
40IBTJIshares Ibonds Dec 2029 Term—NEW新建仓
41IBDUIshares Ibonds Dec 2029 Term—NEW新建仓
42WFCWells Fargo & Co—EXIT清仓
43FISFidelity National Info Serv—EXIT清仓
44XLESs Energy Select Sector—NEW新建仓
45IONSIonis Pharmaceuticals INC—EXIT清仓
46BMOBank Of Montreal—NEW新建仓
47LNGCheniere Energy INC—NEW新建仓
48CGDGCap Group Dividend Growers—NEW新建仓
49MGEEMge Energy INC—EXIT清仓
50VTEIVanguard Int Tax-exempt Bond—NEW新建仓

FAQ

KOM Wealth Management Group, LLC 是什么机构？属于哪种投资人类型？
KOM Wealth Management 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$1.5亿，分布在 89 个已申报仓位之中。
KOM Wealth Management Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，KOM Wealth Management Group, LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$2892.8万 (19.7%) 2. Ishares Core Dividend Growth (DGRO) — US$1396.3万 (9.5%) 3. Fidelity Fndm Sm Mid Cap ETF (FFSM) — US$1326.7万 (9.1%) 4. Schwab Intl Equity ETF (SCHF) — US$567.1万 (3.9%) 5. Avantis Intl S/c Value ETF (AVDV) — US$545.5万 (3.7%)
KOM Wealth Management 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，KOM Wealth Management Group, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 24 个既有持股、减仓 15 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ishares Ibonds Dec 2029 Term (IBTJ); 新建仓: Ishares Ibonds Dec 2029 Term (IBDU); 清仓: Wells Fargo & Co (WFC); 清仓: Fidelity National Info Serv (FIS); 新建仓: Ss Energy Select Sector (XLE)
KOM Wealth Management 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，KOM Wealth Management Group, LLC 的主要板块分布如下： • Information Technology: 36.1% • Energy: 16.7% • Consumer Staples: 13.1% • Industrials: 13.0% • Health Care: 7.3% • Consumer Discretionary: 5.4%