KDT Advisors, LLC
CIK 2054458 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $72.3M
- 持仓
- 73
- 截至
- 2026年6月30日
按 13F 价值排名第 8561（共 9443） · 前 90.7%
投资组合价值同比（季度）：+15.1% 13F不披露现金
- 前十大持仓权重
- 47.59%
- 前二十五大持仓权重
- 69.21%
- 持仓高于 1%
- 29
- 有效持仓数量
- 24.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.8% 估计买入 $4397074 · 卖出 $1213721
中位数持有期：5.0 季度 跟踪时间 Q2 2025–Q2 2026 · 85.9% 仍持有
- 新仓位
- 7
- 增加
- 39
- 减少
- 2
- 已结清
- 3
本页内容
行业细分
Technology
17.0%
Communication Services
7.1%
Industrials
6.9%
Healthcare
5.3%
Energy
4.2%
Financial Services
3.4%
Consumer Staples
2.6%
Materials
2.3%
Communications
2.1%
Consumer products
2.1%
Financials
1.7%
Retail
1.6%
Consumer Discretionary
1.4%
Real Estate
1.0%
Utilities
0.7%
其他/未映射
40.7%
完整投资组合 73 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $10186079 | 14.10% | 14831 | $1608846 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4800193 | 6.64% | 16589 | $626870 | 上涨 ×1 | ||
| VYM | $4351988 | 6.02% | 27539 | $273462 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3722723 | 5.15% | 10417 | $729511 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2523853 | 3.49% | 6766 | $98129 | 上涨 ×1 | ||
| VIG | $2352003 | 3.25% | 9940 | $214307 | |||
| BRKB | $1807909 | 2.50% | 3613 | $257697 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1727177 | 2.39% | 8632 | $223151 | 上涨 ×1 | ||
| VTI | $1517164 | 2.10% | 4100 | $439242 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1400645 | 1.94% | 5515 | $77002 | 上涨 ×3 | ||
| GLW Corning Incorporated Common Stock | $1390816 | 1.92% | 5445 | $650459 | |||
| XOM Exxon Mobil Corporation Common Stock | $1323313 | 1.83% | 9679 | $-318826 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1256122 | 1.74% | 1242 | $213016 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1226506 | 1.70% | 3747 | $124288 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1057610 | 1.46% | 9004 | $386301 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1031026 | 1.43% | 7031 | $42479 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1010710 | 1.40% | 10590 | $385602 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $996609 | 1.38% | 6799 | $27301 | 上涨 ×3 | ||
| VEU | $980294 | 1.36% | 11705 | $101248 | |||
| V Visa Inc. | $970602 | 1.34% | 2829 | $163621 | 上涨 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $955521 | 1.32% | 8659 | $-83139 | 下跌 ×2 | ||
| VBR | $886914 | 1.23% | 3650 | $93951 | |||
| GEV GE Vernova Inc. Common Stock | $854123 | 1.18% | 727 | $229999 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $847199 | 1.17% | 5111 | $-169921 | 上涨 ×3 | ||
| UNP Union Pacific Corporation Common Stock | $833680 | 1.15% | 3065 | $113826 | 上涨 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $824147 | 1.14% | 15725 | $-2359 | |||
| VGSH Vanguard Short-Term Treasury ETF | $819456 | 1.13% | 14080 | $-4787 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $761491 | 1.05% | 5926 | $48652 | |||
| RSP | $748950 | 1.04% | 3520 | $86826 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $715318 | 0.99% | 3954 | $61564 | |||
| CAT Caterpillar, Inc. Common Stock | $699639 | 0.97% | 657 | $234181 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $653048 | 0.90% | 3534 | $214037 | 上涨 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $638481 | 0.88% | 2851 | $83800 | 上涨 ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $631015 | 0.87% | 7685 | $-3535 | |||
| URTH | $628184 | 0.87% | 3100 | $70122 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $611867 | 0.85% | 2087 | $26820 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $603171 | 0.83% | 1263 | $176340 | |||
| VGK | $597645 | 0.83% | 6750 | $41242 | |||
| MCD McDonald's Corporation Common Stock | $591979 | 0.82% | 2190 | $-60991 | 上涨 ×3 | ||
| USAR USA Rare Earth, Inc. - Common Stock | $580718 | 0.80% | 26910 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $564621 | 0.78% | 1598 | $149248 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $541663 | 0.75% | 1250 | $274588 | |||
| LEN Lennar Corporation Class A Common Stock | $504753 | 0.70% | 5578 | $65082 | 上涨 ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $495637 | 0.69% | 5647 | $18977 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $478110 | 0.66% | 2006 | $60320 | |||
| OKE ONEOK, Inc. Common Stock | $457826 | 0.63% | 5266 | $64629 | 上涨 ×3 | ||
| MO Altria Group, Inc. | $449328 | 0.62% | 6245 | $37220 | |||
| ANET Arista Networks, Inc. Common Stock | $448143 | 0.62% | 2638 | $127687 | 上涨 ×1 | ||
| RIO Rio Tinto Plc Common Stock | $447215 | 0.62% | 4711 | $13323 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $428762 | 0.59% | 3675 | $-97846 | 上涨 ×1 | ||
| SMH SMH | $419770 | 0.58% | 640 | $174394 | |||
| MRP Millrose Properties, Inc. Class A Common Stock | $410213 | 0.57% | 13651 | $34985 | 上涨 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $397805 | 0.55% | 2938 | $-48964 | 上涨 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $375554 | 0.52% | 1442 | $19265 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $373612 | 0.52% | 1995 | $-19842 | |||
| ABBV AbbVie Inc. Common Stock | $372930 | 0.52% | 1482 | $149568 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $372578 | 0.52% | 4106 | $98757 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $369518 | 0.51% | 656 | $-5799 | |||
| HD Home Depot, Inc. (The) Common Stock | $345626 | 0.48% | 980 | $46007 | 上涨 ×2 | ||
| EQIX Equinix, Inc. - Common Stock | $340862 | 0.47% | 327 | $42869 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $327321 | 0.45% | 2890 | $-31848 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $321995 | 0.45% | 5567 | $1113 | |||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $319702 | 0.44% | 1476 | $52786 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 438516205) | $308982 | 0.43% | 1380 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $305090 | 0.42% | 1380 | 上涨 ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $299656 | 0.41% | 4170 | $-203209 | 下跌 ×2 | ||
| LENB | $258501 | 0.36% | 2914 | 上涨 ×1 | |||
| CMI Cummins Inc. Common Stock | $249624 | 0.35% | 350 | 上涨 ×1 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $247194 | 0.34% | 2840 | 上涨 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $244518 | 0.34% | 9960 | $-9709 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $240448 | 0.33% | 664 | $11745 | 上涨 ×1 | ||
| GLD | $217713 | 0.30% | 591 | ||||
| NFLX Netflix, Inc. - Common Stock | $210273 | 0.29% | 2945 | $-59909 | 上涨 ×4 | ||
| 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）
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
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 |
|---|---|---|---|---|
| APH | 2026年3月31日 | 6250 | $844625 | 21.6% |
| HON | 2026年6月30日 | 2755 | $622713 | -1.2% |
| SGOV | 2026年3月31日 | 5900 | $592242 | -0.1% |
| GLD | 2026年3月31日 | 1235 | $489443 | 不再跟踪 |
| ASML | 2025年12月31日 | 418 | $406179 | 63.9% |
| SBUX | 2025年9月30日 | 4133 | $378707 | 24.5% |
| KMB | 2025年9月30日 | 2740 | $353241 | -12.2% |
| PEP | 2025年9月30日 | 2365 | $312275 | 1.2% |
| CRM | 2025年9月30日 | 1117 | $304595 | -13.2% |
| NKE | 2025年9月30日 | 4010 | $284870 | -41.8% |
| INTU | 2026年6月30日 | 594 | $256834 | 38.7% |
| TRI | 2026年6月30日 | 2727 | $245375 | 30.7% |
| HD | 2025年9月30日 | 664 | $243449 | -16.6% |
| CRM | 2026年3月31日 | 838 | $221995 | 10.2% |
| ECL | 2025年9月30日 | 800 | $215552 | 3.9% |
| UNH | 2025年9月30日 | 685 | $213699 | 13.6% |