CIK: 0002053727
申报总市值
US$2.3亿
申报季度: 2026-03-31 · 持股只数: 109
MOKAN Wealth Management Inc.在最新一期 13F 报告中披露了 109 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 42.4%。
MOKAN Wealth Management Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.026——换算下来相当于约 39 个等权重仓位，明显低于其实际披露的 109 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.35），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 VGT
-95.1% -US$1332.9万
减仓 VUG
-81.7% -US$953.2万
加仓 XOM
+359.0% US$388.6万
加仓 NVDA
+76.4% US$296.4万
加仓 CAT
+767.6% US$275.3万
减仓 ABT
-53.7% -US$224.3万
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 6.45% | — | +2.76% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.35% | — | +2.25% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 5.96% | +0.24% | +4.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.00% | — | +3.96% | |
| 5 | WMT | Walmart INC | 股票-非周期性消费 | 3.81% | +0.88% | +16.64% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 3.52% | -0.60% | -4.11% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.33% | +1.31% | +76.43% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.07% | — | +5.00% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.66% | +0.22% | +21.00% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.46% | +10.55% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.29% | — | -6.96% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | — | +19.93% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | +1.71% | +359.02% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | +0.43% | +39.57% | |
| 15 | COP | Conocophillips | 股票-能源 | 1.95% | +0.27% | -17.32% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.84% | — | -5.72% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.69% | -0.38% | -19.86% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.66% | +1.66% | NEW | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.62% | — | -13.77% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | — | -8.05% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.41% | +0.45% | +50.17% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.40% | — | +14.57% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 1.34% | +1.21% | +767.61% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | -0.41% | -26.03% | |
| 25 | DE | Deere & Co | 股票-工业 | 1.19% | +1.19% | NEW | |
| 26 | GE | General Electric | 股票-工业 | 1.07% | +1.07% | NEW | |
| 27 | MU | Micron Technology INC | 股票-科技 | 1.04% | +0.91% | +556.98% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 1.01% | +1.01% | NEW | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | +0.99% | NEW | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.99% | +0.99% | NEW | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | — | +8.98% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | +0.81% | +835.04% | |
| 33 | AMAT | Applied Materials INC | 股票-科技 | 0.92% | +0.92% | NEW | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | -4.23% | -81.70% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | — | +2.66% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | +1.00% | |
| 37 | EOG | Eog Resources INC | 股票-能源 | 0.71% | — | -39.06% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.34% | -32.93% | |
| 39 | CBOE | Cboe Global Markets INC | 股票-金融 | 0.62% | -0.26% | -36.98% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | -0.24% | -33.59% | |
| 41 | SNA | Snap-on INC | 股票-工业 | 0.61% | -0.28% | -35.10% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.99% | -53.69% | |
| 43 | CME | Cme Group INC | 股票-金融 | 0.60% | -0.27% | -36.11% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.28% | -8.26% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.59% | -0.28% | -36.35% | |
| 46 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.53% | — | -7.60% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.51% | — | +0.30% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.52% | -60.60% | |
| 49 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.36% | — | -18.84% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | -0.32% | -38.65% |
Q3 2026表现
-0.4%
近4个季度表现
+13.8%
基于可获取价格的持仓（占申报价值的82%）计算
MOKAN Wealth Management Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Eli Lilly & Co (LLY); 新建仓: Deere & Co (DE); 新建仓: General Electric (GE); 新建仓: Lam Research CORP (LRCX); 新建仓: Advanced Micro Devices (AMD).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.7% | +359.02% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.3% | +76.43% | 加仓 |
| 3 | CAT | Caterpillar INC | +1.2% | +767.61% | 加仓 |
| 4 | MU | Micron Technology INC | +0.9% | +556.98% | 加仓 |
| 5 | WMT | Walmart INC | +0.9% | +16.64% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.8% | +835.04% | 加仓 |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +50.17% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +39.57% | 加仓 |
| 9 | COP | Conocophillips | +0.3% | -17.32% | 减仓 |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | +4.21% | 加仓 |
| 11 | AMZN | Amazon.com INC | +0.2% | +21.00% | 加仓 |
| 12 | PEP | Pepsico INC | -0.2% | -33.59% | 减仓 |
| 13 | CBOE | Cboe Global Markets INC | -0.3% | -36.98% | 减仓 |
| 14 | CME | Cme Group INC | -0.3% | -36.11% | 减仓 |
| 15 | ITW | Illinois Tool Works | -0.3% | -36.35% | 减仓 |
| 16 | SNA | Snap-on INC | -0.3% | -35.10% | 减仓 |
| 17 | ACN | Accenture plc | -0.3% | -8.26% | 减仓 |
| 18 | DPZ | Domino's Pizza INC | -0.3% | -42.80% | 减仓 |
| 19 | ADP | Automatic Data Processing | -0.3% | -35.71% | 减仓 |
| 20 | PAYX | Paychex INC | -0.3% | -35.34% | 减仓 |
| 21 | JKHY | Jack Henry & Associates INC | -0.3% | -43.26% | 减仓 |
| 22 | ZTS | Zoetis INC | -0.3% | -47.46% | 减仓 |
| 23 | YUM | Yum! Brands INC | -0.3% | -48.73% | 减仓 |
| 24 | AON | Aon plc | -0.3% | -43.54% | 减仓 |
| 25 | CTSH | Cognizant Tech Solutions-a | -0.3% | -33.79% | 减仓 |
| 26 | V | Visa Inc-class A Shares | -0.3% | -38.65% | 减仓 |
| 27 | MCO | Moody's CORP | -0.3% | -41.78% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.3% | -32.93% | 减仓 |
| 29 | MCD | Mcdonald's CORP | -0.4% | -19.86% | 减仓 |
| 30 | VTV | Vanguard Value ETF | -0.4% | -26.03% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.5% | +10.55% | 加仓 |
| 32 | JNJ | Johnson & Johnson | -0.5% | -60.60% | 减仓 |
| 33 | AVGO | Broadcom INC | -0.6% | -4.11% | 减仓 |
| 34 | AVY | Avery Dennison CORP | -0.6% | -67.21% | 减仓 |
| 35 | ABT | Abbott Laboratories | -1% | -53.69% | 减仓 |
| 36 | VUG | Vanguard Growth ETF | -4.2% | -81.70% | 减仓 |
| 37 | VGT | Vanguard Info Tech ETF | -5.9% | -95.09% | 减仓 |
| 38 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 39 | DE | Deere & Co | — | NEW | 新建仓 |
| 40 | GE | General Electric | — | NEW | 新建仓 |
| 41 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 42 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 43 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 44 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 45 | GWW | Ww Grainger INC | — | EXIT | 清仓 |
| 46 | FDS | Factset Research Systems INC | — | NEW | 新建仓 |
| 47 | USB | US Bancorp | — | EXIT | 清仓 |
| 48 | MRSH | Marsh & Mclennan Cos | — | NEW | 新建仓 |
| 49 | LII | Lennox International INC | — | NEW | 新建仓 |
| 50 | TOST | Toast Inc-class A | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-30 | 13F-HR | 在 EDGAR 上查看 |
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