Kane Co Wealth Management, Inc.
CIK 2109915 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $131.8M
- 持仓
- 53
- 截至
- 2026年6月30日
按 13F 价值排名第 7786（共 9443） · 前 82.5%
投资组合价值同比（季度）：+11.1% 13F不披露现金
- 前十大持仓权重
- 60.63%
- 前二十五大持仓权重
- 88.18%
- 持仓高于 1%
- 26
- 有效持仓数量
- 17.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.72% 估计买入 $6409002 · 卖出 $3399291
- 新仓位
- 3
- 增加
- 22
- 减少
- 24
- 已结清
- 1
本页内容
行业细分
Industrials
0.6%
Financials
0.2%
Consumer Staples
0.2%
Technology
0.2%
其他/未映射
98.9%
完整投资组合 53 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $21141999 | 16.04% | 476601 | $2517223 | 下跌 ×2 | ||
| DFCF | $13579118 | 10.30% | 321704 | $1516174 | 上涨 ×2 | ||
| DFSD | $7991382 | 6.06% | 167359 | $1462991 | 上涨 ×2 | ||
| DFIC | $7503541 | 5.69% | 201383 | $494061 | 上涨 ×2 | ||
| AVUV | $5918131 | 4.49% | 47436 | $430443 | 下跌 ×1 | ||
| DFSV | $5604204 | 4.25% | 144475 | $518950 | 下跌 ×1 | ||
| DFAS | $5124619 | 3.89% | 62237 | $684369 | 下跌 ×1 | ||
| DFAX | $5048750 | 3.83% | 137045 | $374444 | 下跌 ×2 | ||
| DFEM | $4366345 | 3.31% | 107440 | $713466 | 上涨 ×2 | ||
| DFAT | $3639264 | 2.76% | 52064 | $352379 | 下跌 ×2 | ||
| DISV | $3543792 | 2.69% | 88308 | $64243 | 上涨 ×1 | ||
| AVLV | $3491057 | 2.65% | 38275 | $305798 | 下跌 ×1 | ||
| DFAU | $3205675 | 2.43% | 62017 | $433449 | 上涨 ×1 | ||
| DIHP | $3053299 | 2.32% | 89474 | $362361 | 上涨 ×2 | ||
| DFUS | $3033992 | 2.30% | 37027 | $411953 | 上涨 ×1 | ||
| AVUS | $2826189 | 2.14% | 22066 | $360774 | 下跌 ×1 | ||
| DUHP | $2647919 | 2.01% | 63454 | $631106 | 上涨 ×2 | ||
| DFUV | $2440816 | 1.85% | 44370 | $252849 | 下跌 ×2 | ||
| USFR | $2264317 | 1.72% | 44972 | $-1465040 | 下跌 ×2 | ||
| DFAI | $2108277 | 1.60% | 51110 | $106675 | 下跌 ×2 | ||
| DFIS | $1805923 | 1.37% | 51554 | $129962 | 上涨 ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $1650900 | 1.25% | 30314 | $299044 | 上涨 ×2 | ||
| DFAE | $1480789 | 1.12% | 36826 | $219705 | 下跌 ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $1409007 | 1.07% | 26290 | $600220 | 上涨 ×2 | ||
| DFEV | $1343888 | 1.02% | 31497 | $192536 | 下跌 ×1 | ||
| DFNM | $1341296 | 1.02% | 27750 | $-447212 | 下跌 ×1 | ||
| DUSB | $1194549 | 0.91% | 23524 | $332530 | 上涨 ×2 | ||
| DFIP | $922692 | 0.70% | 22366 | $307531 | 上涨 ×2 | ||
| DFIV | $863526 | 0.66% | 15985 | $19968 | 上涨 ×1 | ||
| AVDV | $835014 | 0.63% | 8103 | $22853 | 下跌 ×1 | ||
| BOXX | $796446 | 0.60% | 6802 | $49050 | 上涨 ×1 | ||
| DE Deere & Company Common Stock | $741532 | 0.56% | 1169 | $83034 | |||
| DEHP | $731624 | 0.56% | 17106 | $151585 | 下跌 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $726363 | 0.55% | 23823 | $-65080 | 下跌 ×2 | ||
| DFGR | $689701 | 0.52% | 23807 | $71763 | 上涨 ×2 | ||
| MGC | $688179 | 0.52% | 2515 | $93759 | |||
| BRKB | $664018 | 0.50% | 1327 | $30516 | 上涨 ×1 | ||
| DGCB Dimensional Global Credit ETF | $498864 | 0.38% | 9125 | $103681 | 上涨 ×1 | ||
| DEXC | $479975 | 0.36% | 5810 | $96652 | 下跌 ×1 | ||
| AVSC | $454966 | 0.35% | 6204 | $68990 | 上涨 ×2 | ||
| TLH | $448063 | 0.34% | 4465 | $133817 | 上涨 ×1 | ||
| AVEE | $403621 | 0.31% | 5822 | $63357 | 上涨 ×1 | ||
| VTEB | $379350 | 0.29% | 7500 | $-69660 | 下跌 ×2 | ||
| MUB | $376670 | 0.29% | 3500 | $-265538 | 下跌 ×1 | ||
| PFFD | $349223 | 0.26% | 18685 | $-7921 | 下跌 ×1 | ||
| DFLV | $337384 | 0.26% | 8533 | $25307 | 下跌 ×2 | ||
| VB | $299847 | 0.23% | 989 | $40755 | |||
| VGT | $258578 | 0.20% | 2163 | ||||
| PFG Principal Financial Group Inc - Common Stock | $243255 | 0.18% | 2442 | $-35735 | 下跌 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $227472 | 0.17% | 1680 | $-33415 | |||
| DFSU | $219161 | 0.17% | 4700 | ||||
| AVES | $208477 | 0.16% | 3178 | $2866 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $202552 | 0.15% | 700 | ||||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VGT | $258578 | 2163 | 0.20% |
| DFSU | $219161 | 4700 | 0.17% |
| AAPL | $202552 | 700 | 0.15% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFAC | 削减 | -3K | +$2.5M |
| DFCF | 增持 | +36K | +$1.5M |
| USFR | 削减 | -29K | -$1.5M |
| DFSD | 增持 | +31K | +$1.5M |
| DFEM | 增持 | +2K | +$713K |
| DFAS | 削减 | -187 | +$684K |
| DUHP | 增持 | +9K | +$631K |
| DFGX | 增持 | +11K | +$600K |
| DFSV | 削减 | -652 | +$519K |
| DFIC | 增持 | +4K | +$494K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。