Kaydan Wealth Management, Inc.
CIK 1964532 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $328.1M
- 持仓
- 115
- 截至
- 2026年6月30日
按 13F 价值排名第 4914（共 9443） · 前 52.0%
投资组合价值同比（季度）：+9.7% 13F不披露现金
- 前十大持仓权重
- 61.50%
- 前二十五大持仓权重
- 81.58%
- 持仓高于 1%
- 20
- 有效持仓数量
- 20.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 14.22% 估计买入 $55454264 · 卖出 $44582850
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.2% 仍持有
- 新仓位
- 9
- 增加
- 42
- 减少
- 34
- 已结清
- 3
本页内容
行业细分
Industrials
2.4%
Technology
2.2%
Financial Services
1.2%
Healthcare
1.1%
Financials
0.6%
Consumer Discretionary
0.6%
Retail
0.5%
Communication Services
0.4%
Energy
0.2%
Communications
0.2%
Consumer Staples
0.2%
Utilities
0.2%
Telecommunication
0.1%
Consumer products
0.1%
其他/未映射
90.0%
完整投资组合 115 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTV | $37189473 | 11.33% | 170649 | $4618355 | 上涨 ×1 | ||
| VEA | $31828800 | 9.70% | 446720 | $3413613 | 上涨 ×1 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $24631876 | 7.51% | 412387 | $-448584 | 下跌 ×1 | ||
| IWM | $21159375 | 6.45% | 70426 | $16949997 | 上涨 ×5 | ||
| RSP | $20707504 | 6.31% | 97323 | $2308586 | 上涨 ×2 | ||
| ITOT | $17189513 | 5.24% | 104642 | $2498618 | 上涨 ×1 | ||
| EEM | $15906967 | 4.85% | 232524 | 上涨 ×1 | |||
| VTI | $13543704 | 4.13% | 36601 | $8369179 | 上涨 ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $11278607 | 3.44% | 119262 | $-7221582 | 下跌 ×3 | ||
| FTA First Trust Large Cap Value AlphaDEX Fund | $8383815 | 2.55% | 86611 | $180919 | 下跌 ×2 | ||
| IJH | $7530572 | 2.29% | 97660 | $1085677 | 上涨 ×6 | ||
| OEF | $6938592 | 2.11% | 18965 | $1003632 | 上涨 ×5 | ||
| IEFA | $5755195 | 1.75% | 59590 | $465883 | 上涨 ×6 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $5404793 | 1.65% | 62541 | $-7458356 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4902215 | 1.49% | 6657 | ||||
| IVV | $4885031 | 1.49% | 6523 | $715661 | 上涨 ×6 | ||
| VIG | $4651003 | 1.42% | 19656 | $462709 | 上涨 ×4 | ||
| VUG | $4607887 | 1.40% | 53493 | $735307 | 上涨 ×6 | ||
| FVD | $4186697 | 1.28% | 86897 | $140142 | 上涨 ×3 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $3437591 | 1.05% | 29923 | $630319 | 下跌 ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $3219235 | 0.98% | 21175 | $153307 | |||
| AAPL Apple Inc. - Common Stock | $3041585 | 0.93% | 10511 | $398013 | 上涨 ×2 | ||
| IVW | $2873414 | 0.88% | 20893 | $559410 | 上涨 ×6 | ||
| DVY iShares Select Dividend ETF | $2536741 | 0.77% | 16230 | $84426 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1924908 | 0.59% | 5160 | $-90421 | 下跌 ×1 | ||
| IYW | $1812273 | 0.55% | 7185 | $508770 | |||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $1772111 | 0.54% | 12109 | $234354 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1757085 | 0.54% | 1650 | $593085 | 上涨 ×1 | ||
| IYY | $1690282 | 0.52% | 9273 | $220975 | |||
| XLK XLK | $1635614 | 0.50% | 8585 | $479118 | 下跌 ×2 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $1627519 | 0.50% | 20078 | $288426 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $1571267 | 0.48% | 18380 | $317425 | 上涨 ×2 | ||
| FEX First Trust Large Cap Core AlphaDEX Fund | $1478742 | 0.45% | 10572 | $182772 | 下跌 ×6 | ||
| USMV | $1403204 | 0.43% | 14547 | $-27681 | 下跌 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1362020 | 0.42% | 4161 | $128607 | 下跌 ×1 | ||
| SYK Stryker Corporation Common Stock | $1282973 | 0.39% | 4075 | $-583090 | 下跌 ×1 | ||
| GM General Motors Company Common Stock | $1274441 | 0.39% | 16534 | $17253 | 下跌 ×2 | ||
| OSK Oshkosh Corporation (Holding Company)Common Stock | $1225998 | 0.37% | 7988 | $50085 | |||
| PRF | $1161915 | 0.35% | 21505 | $139782 | |||
| DON | $1132943 | 0.35% | 20045 | $103842 | 上涨 ×2 | ||
| DE Deere & Company Common Stock | $1127839 | 0.34% | 1778 | $126292 | |||
| DBAW | $1114565 | 0.34% | 22991 | $114860 | 下跌 ×6 | ||
| IEMG | $1033015 | 0.31% | 12470 | $176624 | 上涨 ×2 | ||
| QDEF | $1029203 | 0.31% | 11827 | $109038 | 上涨 ×4 | ||
| IWF | $1024154 | 0.31% | 8248 | $144491 | 上涨 ×2 | ||
| FTCS First Trust Capital Strength ETF | $1023511 | 0.31% | 10898 | ||||
| MOAT | $915680 | 0.28% | 8808 | $63946 | |||
| LRGF | $912325 | 0.28% | 12063 | $118807 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $869545 | 0.26% | 2461 | $133462 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $836382 | 0.25% | 3293 | $58273 | 上涨 ×2 | ||
| MDY | $836271 | 0.25% | 1189 | $83824 | 下跌 ×1 | ||
| DLN | $827581 | 0.25% | 8592 | $65685 | 上涨 ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $820264 | 0.25% | 19014 | $134537 | 上涨 ×4 | ||
| RSPT | $802187 | 0.24% | 12437 | $248521 | 上涨 ×1 | ||
| BKCG | $753253 | 0.23% | 20193 | $67226 | |||
| SDY | $746291 | 0.23% | 4904 | $16153 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $744005 | 0.23% | 6569 | $-98116 | 下跌 ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $709408 | 0.22% | 7597 | $79661 | 上涨 ×5 | ||
| FTNT Fortinet, Inc. - Common Stock | $709264 | 0.22% | 4617 | ||||
| XOM Exxon Mobil Corporation Common Stock | $650377 | 0.20% | 4757 | $-156696 | |||
| DIA | $618510 | 0.19% | 1184 | $70093 | |||
| XLF XLF | $613566 | 0.19% | 11445 | $59240 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $613396 | 0.19% | 5222 | $208208 | |||
| ORCL Oracle Corporation Common Stock | $602321 | 0.18% | 4110 | $-4214 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $585186 | 0.18% | 1616 | $16596 | |||
| XLV XLV | $563084 | 0.17% | 3549 | $90707 | 上涨 ×2 | ||
| CSX CSX Corporation - Common Stock | $539418 | 0.16% | 11349 | $73542 | |||
| KO Coca-Cola Company (The) Common Stock | $537030 | 0.16% | 6608 | $34494 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $535485 | 0.16% | 7057 | $101362 | 下跌 ×1 | ||
| IMCB | $520652 | 0.16% | 5392 | $70797 | |||
| F Ford Motor Company Common Stock | $511173 | 0.16% | 36775 | $102403 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $508647 | 0.16% | 1361 | $59155 | 下跌 ×1 | ||
| IMCG | $486585 | 0.15% | 4950 | $96673 | |||
| IJR | $473850 | 0.14% | 3195 | $78669 | 上涨 ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $469825 | 0.14% | 1332 | $25443 | 下跌 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $461710 | 0.14% | 1549 | $166617 | 上涨 ×2 | ||
| DTE DTE Energy Company Common Stock | $426179 | 0.13% | 2797 | $17202 | |||
| NVDA NVIDIA Corporation - Common Stock | $416787 | 0.13% | 2083 | $12353 | 下跌 ×1 | ||
| CMI Cummins Inc. Common Stock | $409383 | 0.12% | 574 | $100560 | |||
| T AT&T Inc. | $399162 | 0.12% | 19283 | $-157887 | 上涨 ×5 | ||
| GEV GE Vernova Inc. Common Stock | $398278 | 0.12% | 339 | $53482 | 下跌 ×1 | ||
| EFA | $380720 | 0.12% | 3665 | $13763 | 下跌 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $375863 | 0.11% | 2925 | $24015 | |||
| IAU | $375738 | 0.11% | 4976 | $-15314538 | 下跌 ×3 | ||
| RTX RTX Corporation Common Stock | $365610 | 0.11% | 1927 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $360944 | 0.11% | 1010 | $72234 | 上涨 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $353109 | 0.11% | 2408 | $54840 | 上涨 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $348980 | 0.11% | 685 | $-49313 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $348221 | 0.11% | 678 | $4955 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $347500 | 0.11% | 1458 | $22807 | 下跌 ×1 | ||
| SMH SMH | $329257 | 0.10% | 502 | $117620 | 下跌 ×1 | ||
| BRKB | $326755 | 0.10% | 653 | $13837 | |||
| RZG | $323126 | 0.10% | 4445 | $69937 | |||
| ILCG | $321805 | 0.10% | 2750 | $59235 | |||
| CNI Canadian National Railway Company Common Stock | $309070 | 0.09% | 2592 | $42690 | |||
| AFL AFLAC Incorporated Common Stock | $305511 | 0.09% | 2606 | $19647 | |||
| CTAS Cintas Corporation - Common Stock | $305464 | 0.09% | 1796 | $1689 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $302971 | 0.09% | 711 | $43303 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $296304 | 0.09% | 1177 | $21938 | 下跌 ×1 | ||
| QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $292092 | 0.09% | 2394 | $55817 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IWM | $21159375 | 6.45% | 上涨 ×5 |
| IJH | $7530572 | 2.29% | 上涨 ×6 |
| OEF | $6938592 | 2.11% | 上涨 ×5 |
| IEFA | $5755195 | 1.75% | 上涨 ×6 |
| IVV | $4885031 | 1.49% | 上涨 ×6 |
| VIG | $4651003 | 1.42% | 上涨 ×4 |
| VUG | $4607887 | 1.40% | 上涨 ×6 |
| FVD | $4186697 | 1.28% | 上涨 ×3 |
| IVW | $2873414 | 0.88% | 上涨 ×6 |
| DVY | $2536741 | 0.77% | 上涨 ×4 |
| RDVY | $1627519 | 0.50% | 上涨 ×6 |
| QDEF | $1029203 | 0.31% | 上涨 ×4 |
| SDVY | $820264 | 0.25% | 上涨 ×4 |
| VIGI | $709408 | 0.22% | 上涨 ×5 |
| IJR | $473850 | 0.14% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VTI | 增持 | +20K | +$8.4M |
| TLT | 削减 | -86K | -$7.5M |
| IEF | 削减 | -75K | -$7.2M |
| VTV | 增持 | +5K | +$4.6M |
| VEA | 增持 | +3K | +$3.4M |
| ITOT | 增持 | +1K | +$2.5M |
| RSP | 增持 | +1K | +$2.3M |
| IJH | 增持 | +2K | +$1.1M |
| OEF | 增持 | +306 | +$1.0M |
| VUG | 增持 | +45K | +$735K |
2 个持仓已隐藏（数据完整性检查）
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VBR | 2025年6月30日 | 107129 | $19957061 | 不再跟踪 |
| SH | 2026年6月30日 | 387723 | $14706333 | 不再跟踪 |
| PSQ | 2025年6月30日 | 282399 | $11473871 | 不再跟踪 |
| SPDN | 2025年3月31日 | 961512 | $10586247 | 不再跟踪 |
| VO | 2025年12月31日 | 23130 | $6794206 | 不再跟踪 |
| SH | 2025年6月30日 | 152228 | $6783280 | 不再跟踪 |
| QQQ | 2026年3月31日 | 6650 | $4085162 | |
| FTCS | 2026年3月31日 | 10441 | $965927 | |
| BOND | 2025年3月31日 | 6854 | $619739 | -2.0% |
| DIAL | 2025年3月31日 | 33825 | $592952 | 不再跟踪 |
| FTNT | 2026年3月31日 | 6238 | $495360 | 82.9% |
| FIXD | 2025年6月30日 | 10768 | $472067 | |
| RTX | 2026年3月31日 | 1927 | $353412 | 10.2% |
| SHY | 2026年3月31日 | 3164 | $262042 | |
| SLV | 2026年3月31日 | 3928 | $253042 | 不再跟踪 |
| COP | 2026年6月30日 | 1912 | $252384 | 30.3% |
| TNET | 2026年3月31日 | 4211 | $248996 | 88.7% |
| BSCP | 2025年12月31日 | 11520 | $238353 | 不再跟踪 |
| FMB | 2025年9月30日 | 4626 | $230467 | |
| PM | 2025年9月30日 | 1243 | $226388 | 17.0% |
| PEP | 2025年6月30日 | 1502 | $225161 | 8.0% |
| CI | 2025年9月30日 | 678 | $224133 | -4.0% |
| BAC | 2026年3月31日 | 3939 | $216645 | 28.1% |
| TRI | 2025年9月30日 | 1072 | $215611 | -32.1% |
| DIS | 2025年9月30日 | 1724 | $213793 | -6.4% |
| UNH | 2025年9月30日 | 669 | $208708 | 12.2% |
| CMI | 2025年3月31日 | 595 | $207417 | 91.1% |
| ABT | 2026年6月30日 | 1992 | $204553 | 26.1% |
| ETN | 2025年3月31日 | 612 | $203104 | 54.8% |
| DIS | 2025年3月31日 | 1808 | $201321 | 8.5% |
| COP | 2025年6月30日 | 1912 | $200798 | 50.9% |