KW
Kondo Wealth Advisors, Inc.
分散型投资策略趋势追踪型长期持有型
申报总市值
US$2.7亿
申报季度: 2026-03-31 · 持股只数: 69
Kondo Wealth Advisors, Inc.在最新一期 13F 报告中披露了 69 项持股，申报期为 2026-03-31，总持股市值约为 US$2.7亿，季度换手率为 6.1%。
机构性格雪花图
- 集中度
- 33.73
- 持仓稳定性
- 6.09
- 动能／逆势
- 100
- 行业集中度
- 62.37
- 多样化
- 100
- 仓位均衡度
- 77.89
近期动向
加仓 AVUV
+0.5% US$275.0万
减仓 ITOT
+1.9% -US$111.1万
加仓 VGIT
+6.3% US$148.3万
加仓 DFEM
+1.0% US$83.0万
减仓 CVNA
-2.6% -US$44.4万
减仓 MSFT
-8.2% -US$44.2万
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 |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 17.03% | -0.71% | +1.89% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 12.73% | +0.84% | +0.49% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 10.43% | +0.39% | +6.33% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 9.38% | +0.14% | -2.90% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 8.72% | +0.08% | +1.35% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 5.97% | +0.22% | +1.03% | |
| 7 | DFSD | Dimensional Short Duration | ETF-其他 | 5.59% | +0.13% | +4.28% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 3.94% | +0.10% | +3.23% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 3.18% | -0.01% | -4.05% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 2.86% | -0.18% | -0.07% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.61% | +0.01% | -2.07% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.77% | +0.01% | -0.23% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.25% | -0.09% | +1.74% | |
| 14 | CATY | Cathay General Bancorp | 股票-其他 | 0.95% | +0.01% | -0.98% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.77% | -0.03% | -1.21% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.75% | -0.07% | -7.65% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.03% | +2.81% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | +1.32% | |
| 19 | DFAT | Dimensional US Target Value | ETF-其他 | 0.52% | +0.02% | +0.12% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | +7.55% | |
| 21 | CVNA | Carvana Co | 股票-周期性消费 | 0.44% | -0.18% | -2.63% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | -0.03% | — | |
| 23 | DWM | Wisdomtree International Equ | ETF-其他 | 0.41% | — | -2.81% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.39% | -0.18% | -8.17% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.39% | +0.03% | +4.82% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | -0.02% | — | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.34% | — | +0.96% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | — | — | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.31% | — | +0.05% | |
| 30 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.31% | — | -5.11% | |
| 31 | CVIE | Cal Intl Responsible Index | ETF-大型股与成长 | 0.26% | -0.02% | -7.95% | |
| 32 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.25% | -0.03% | -0.15% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | -0.07% | -7.07% | |
| 34 | CVLC | Calvert US L-c Cr Resp Index | ETF-大型股与成长 | 0.24% | -0.07% | -15.45% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.24% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | +0.06% | +46.76% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | — | +6.12% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.23% | -0.02% | +1.28% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | +0.06% | +51.95% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.21% | -0.04% | +1.70% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.21% | -0.03% | +0.21% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.20% | — | -0.91% | |
| 43 | CAT | Caterpillar INC | 股票-工业 | 0.20% | +0.03% | — | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.20% | — | +15.91% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.19% | -0.06% | -21.14% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.19% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | +0.41% | |
| 48 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.17% | +0.17% | NEW | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.16% | +0.05% | +29.13% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.15% | — | +0.99% |
1–50 of 69
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
本季持股变动
Kondo Wealth Advisors, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Vanguard Tax-exempt Bond ETF (VTEB); 清仓: Netflix INC (NFLX); 清仓: American Express Co (AXP); 清仓: S&p Global INC (SPGI).
FAQ
Kondo Wealth Advisors, Inc. 是什么机构？属于哪种投资人类型？
Kondo Wealth Advisors, Inc. 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$2.7亿，分布在 69 个已申报仓位之中。
Kondo Wealth Advisors, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Kondo Wealth Advisors, Inc. 按市值排列的前几大持股为：
1. Ishares Core S&p Total U.s. (ITOT) — US$4524.6万 (17.0%)
2. Avantis US Small Cap Value (AVUV) — US$3382.2万 (12.7%)
3. Vanguard Intermediate-term T (VGIT) — US$2771.5万 (10.4%)
4. Avantis Intl S/c Value ETF (AVDV) — US$2491.5万 (9.4%)
5. Ishares Core Msci Dev Mkts (IDEV) — US$2317.4万 (8.7%)
Kondo Wealth Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kondo Wealth Advisors, Inc. 共进行了 47 项显著调整：新建仓 5 个仓位、加仓 17 个既有持股、减仓 18 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Vanguard Tax-exempt Bond ETF (VTEB); 清仓: Netflix INC (NFLX); 清仓: American Express Co (AXP); 清仓: S&p Global INC (SPGI)
Kondo Wealth Advisors, Inc. 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，Kondo Wealth Advisors, Inc. 的主要板块分布如下：
• Information Technology: 35.5%
• Consumer Discretionary: 17.4%
• Financials: 14.7%
• Communication Services: 14.3%
• Industrials: 7.1%
• Health Care: 4.8%