KW

Kintra Wealth, LLC

分散型投资策略趋势追踪型高频交易型

申报总市值

US$14.1亿

申报季度: 2026-03-31 · 持股只数: 408

KINTRA WEALTH, LLC在最新一期 13F 报告中披露了 408 项持股，申报期为 2026-03-31，总持股市值约为 US$14.1亿，季度换手率为 71.2%。

机构性格雪花图

集中度
7.43
持仓稳定性
71.2
动能／逆势
100
行业集中度
62.81
多样化
100
仓位均衡度
74.38

近期动向

  • 减仓 MFSG

    -1.3%　-US$586.8万

  • 减仓 GSLC

    -16.4%　-US$946.9万

  • 加仓 IVV

    +565.3%　US$2880.6万

  • 加仓 QQQ

    +2927.4%　US$2328.3万

  • 加仓 AMZN

    +376.5%　US$1496.1万

  • 加仓 AAPL

    +230.3%　US$1754.5万

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 406 大持股（共 408 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
1TRIOMc Trio Equity Buffered ETFETF-其他7.79%—+1.86%
2MFSGMfs Active GrowthETF-其他3.44%-4.16%-1.30%
3IUSVIshares Core S&p U.s. ValueETF-其他3.20%+3.20%NEW
4IUSGIshares Core S&p U.s. GrowthETF-其他3.10%+3.10%NEW
5IEFAIshares Core Msci Eafe ETFETF-其他2.95%+2.95%NEW
6TCAFT Rowe Prc Cap AppreciationETF-其他2.68%—+3.60%
7GSLCGoldman Activebeta US Lc ETFETF-避险与商品2.52%-3.77%-16.44%
8IVVIshares Core S&p 500 ETFETF-大型股与成长2.42%+1.67%+565.28%
9JCPBJpmorgan Core Plus Bond ETFETF-其他2.21%—+5.92%
10CGCBCap Group Core BondETF-其他2.16%+0.02%+100.92%
11IJRIshares Core S&p Small-cap EETF-中小型股2.12%+2.12%NEW
12NVDANvidia CORP股票-科技2.00%+0.50%+181.15%
13JPIEJpmorgan Income ETFETF-其他1.88%-0.45%+60.21%
14WCMIFt Wcm International ETFETF-其他1.84%—+1.02%
15AAPLApple INC股票-科技1.84%+0.67%+230.34%
16VIGVanguard Dividend Apprec ETFETF-其他1.75%—+14.57%
17QQQInvesco Qqq Trust Series 1ETF-科技型1.71%+1.59%+2927.44%
18GPIXGldm SA S&p 500 Pr In Etf-usETF-大型股与成长1.53%—+5.64%
19FTCBFt Core Investment Grade ETFETF-投资级公司债1.47%—+6.48%
20VOOVanguard S&p 500 ETFETF-大型股与成长1.42%+1.42%NEW
21USTBVictoryshares Short-term BonETF-其他1.40%-0.14%+81.06%
22AMZNAmazon.com INC股票-周期性消费1.38%+0.75%+376.49%
23IJHIshares Core S&p Midcap ETFETF-其他1.26%+1.26%NEW
24JPIBJpmorgan Intl Bnd ETFETF-其他1.23%—+2.00%
25CIENCiena CORP股票-科技1.22%+0.47%-0.54%
26MSFTMicrosoft CORP股票-科技1.22%+0.31%+244.74%
27JAAAJanus Henderson Aaa Clo ETFETF-其他1.21%—+3.70%
28SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.14%+0.60%+334.38%
29JEPQJPM Nasdaq Equity PremiumETF-科技型0.93%—+9.47%
30GSSCGoldman Sachs Activebeta USETF-避险与商品0.79%—+3.66%
31VTVVanguard Value ETFETF-其他0.79%+0.79%NEW
32VUGVanguard Growth ETFETF-其他0.65%+0.61%+3271.18%
33GOOGLAlphabet Inc-cl A股票-通信服务0.63%-0.15%+72.59%
34CGDVCap Group Dividend ValueETF-其他0.61%—+30.38%
35BSVVanguard Short-term Bond ETFETF-其他0.60%+0.43%+589.99%
36GOOGAlphabet Inc-cl C股票-通信服务0.56%+0.46%+1160.94%
37AGGIshares Core U.s. AggregateETF-其他0.55%+0.41%+676.97%
38BCIAbrdn Bloomberg All CommoditETF-其他0.54%—+14.18%
39JNJJohnson & Johnson股票-医疗保健0.53%+0.41%+609.01%
40DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.52%+0.52%NEW
41BNDXVanguard Total Intl Bond ETFETF-其他0.49%+0.49%NEW
42VXFVanguard Extended Market ETFETF-其他0.47%+0.47%NEW
43CGGECap Group Global EqETF-其他0.47%—+68.54%
44VEAVanguard Ftse Developed ETFETF-其他0.45%+0.32%+592.96%
45FSECFidelity Invest Grd SecurETF-其他0.45%—+0.42%
46VTVanguard Tot World Stk ETFETF-其他0.44%+0.44%NEW
47BRK-BBerkshire Hathaway Inc-cl B股票-其他0.44%+0.08%+151.50%
48JPMJpmorgan Chase & Co股票-金融0.40%—+108.25%
49IIGDInvesco Inv Grade DefensiveETF-其他0.40%—-1.14%
50AVGOBroadcom INC股票-科技0.39%+0.19%+339.70%
1–50 of 406

本季持股变动

Kintra Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Core S&p U.s. Value (IUSV); 新建仓: Ishares Core S&p U.s. Growth (IUSG); 新建仓: Ishares Core Msci Eafe ETF (IEFA); 新建仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Vanguard S&p 500 ETF (VOO).

Kintra Wealth, 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
1IVVIshares Core S&p 500 ETF+1.7%+565.28%加仓
2QQQInvesco Qqq Trust Series 1+1.6%+2927.44%加仓
3AMZNAmazon.com INC+0.8%+376.49%加仓
4AAPLApple INC+0.7%+230.34%加仓
5VUGVanguard Growth ETF+0.6%+3271.18%加仓
6SPYSs Spdr S&p 500 ETF Trust-us+0.6%+334.38%加仓
7NVDANvidia CORP+0.5%+181.15%加仓
8CIENCiena CORP+0.5%-0.54%减仓
9GOOGAlphabet Inc-cl C+0.5%+1160.94%加仓
10BSVVanguard Short-term Bond ETF+0.4%+589.99%加仓
11AGGIshares Core U.s. Aggregate+0.4%+676.97%加仓
12JNJJohnson & Johnson+0.4%+609.01%加仓
13VEAVanguard Ftse Developed ETF+0.3%+592.96%加仓
14MSFTMicrosoft CORP+0.3%+244.74%加仓
15XOMExxon Mobil CORP+0.3%+553.32%加仓
16MRKMerck & Co. INC.+0.2%+628.79%加仓
17CGBLCap Group Core Balanced+0.2%+1419.04%加仓
18PGProcter & Gamble Co/the+0.2%+937.89%加仓
19IWDIshares Russell 1000 Value E+0.2%+587.13%加仓
20AVGOBroadcom INC+0.2%+339.70%加仓
21VTIVanguard Total Stock Mkt ETF+0.2%+632.82%加仓
22CGUSCap Group Core Equity+0.2%+315.33%加仓
23IWPIshares Russell Mid-cap Grow+0.1%+271.04%加仓
24BRK-BBerkshire Hathaway Inc-cl B+0.1%+151.50%加仓
25CGCBCap Group Core Bond0%+100.92%加仓
26USTBVictoryshares Short-term Bon-0.1%+81.06%加仓
27GOOGLAlphabet Inc-cl A-0.2%+72.59%加仓
28JPIEJpmorgan Income ETF-0.5%+60.21%加仓
29GSLCGoldman Activebeta US Lc ETF-3.8%-16.44%减仓
30MFSGMfs Active Growth-4.2%-1.30%减仓
31IUSVIshares Core S&p U.s. Value—NEW新建仓
32IUSGIshares Core S&p U.s. Growth—NEW新建仓
33IEFAIshares Core Msci Eafe ETF—NEW新建仓
34IJRIshares Core S&p Small-cap E—NEW新建仓
35VOOVanguard S&p 500 ETF—NEW新建仓
36IJHIshares Core S&p Midcap ETF—NEW新建仓
37VTVVanguard Value ETF—NEW新建仓
38DIASs Spdr Dow Jones Indus Avg—NEW新建仓
39BNDXVanguard Total Intl Bond ETF—NEW新建仓
40VXFVanguard Extended Market ETF—NEW新建仓
41VTVanguard Tot World Stk ETF—NEW新建仓
42TROWT Rowe Price Group INC—NEW新建仓
43MGKVanguard Mega Cap Growth ETF—NEW新建仓
44USHYIshares Broad Usd High Yield—NEW新建仓
45MGVVanguard Mega Cap Value ETF—NEW新建仓
46VOEVanguard Mid-cap Value ETF—NEW新建仓
47VBRVanguard Small-cap Value ETF—NEW新建仓
48VOTVanguard Mid-cap Growth ETF—NEW新建仓
49VOOGVanguard S&p 500 Growth ETF—NEW新建仓
50SGOVIshares 0-3 Month Treasury B—NEW新建仓

FAQ

Kintra Wealth, LLC 是什么机构？属于哪种投资人类型？
Kintra Wealth, 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$14.1亿，分布在 408 个已申报仓位之中。
Kintra Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Kintra Wealth, LLC 按市值排列的前几大持股为： 1. Mc Trio Equity Buffered ETF (TRIO) — US$1.1亿 (7.8%) 2. Mfs Active Growth (MFSG) — US$4863.2万 (3.4%) 3. Ishares Core S&p U.s. Value (IUSV) — US$4529.2万 (3.2%) 4. Ishares Core S&p U.s. Growth (IUSG) — US$4384.5万 (3.1%) 5. Ishares Core Msci Eafe ETF (IEFA) — US$4167.5万 (3.0%)
Kintra Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kintra Wealth, LLC 共进行了 50 项显著调整：新建仓 20 个仓位、加仓 27 个既有持股、减仓 3 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Core S&p U.s. Value (IUSV); 新建仓: Ishares Core S&p U.s. Growth (IUSG); 新建仓: Ishares Core Msci Eafe ETF (IEFA); 新建仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Vanguard S&p 500 ETF (VOO)
Kintra Wealth, 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，Kintra Wealth, LLC 的主要板块分布如下： • Information Technology: 39.4% • Financials: 11.9% • Health Care: 10.9% • Consumer Discretionary: 10.8% • Communication Services: 9.1% • Industrials: 5.9%