King Wealth Management Group
CIK 1568235 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $914K
- 持仓
- 176
- 截至
- 2026年6月30日
按 13F 价值排名第 9177（共 9443） · 前 97.2%
投资组合价值同比（季度）：+14.3% 13F不披露现金
- 前十大持仓权重
- 57.55%
- 前二十五大持仓权重
- 80.13%
- 持仓高于 1%
- 21
- 有效持仓数量
- 20.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.92% 估计买入 $25283 · 卖出 $7864
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.4% 仍持有
- 新仓位
- 20
- 增加
- 83
- 减少
- 46
- 已结清
- 2
本页内容
行业细分
Technology
18.0%
Retail
6.0%
Industrials
5.2%
Communication Services
5.1%
Financial Services
4.2%
Healthcare
3.4%
Financials
3.1%
Consumer Discretionary
1.3%
Energy
1.3%
Consumer Staples
0.6%
Consumer products
0.3%
Utilities
0.3%
Telecommunication
0.2%
Logistics & Transportation
0.1%
Communications
0.1%
Materials
0.1%
Real Estate
0.0%
其他/未映射
50.8%
完整投资组合 176 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $131243 | 14.35% | 175250 | $18911 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $88764 | 9.71% | 120537 | $19381 | 上涨 ×1 | ||
| SPY SPY | $60053 | 6.57% | 80417 | $7237 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $43023 | 4.71% | 215020 | $5295 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $42755 | 4.68% | 114619 | $46 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $42565 | 4.66% | 147101 | $4794 | 下跌 ×1 | ||
| IJH | $32124 | 3.51% | 416594 | $4395 | 上涨 ×6 | ||
| IJR | $30940 | 3.38% | 208614 | $5316 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $28257 | 3.09% | 79070 | $5577 | 上涨 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $26492 | 2.90% | 80935 | $2699 | 上涨 ×3 | ||
| V Visa Inc. | $24862 | 2.72% | 72465 | $2903 | 下跌 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $20422 | 2.23% | 26760 | $9869 | 下跌 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $20383 | 2.23% | 85521 | $2590 | 上涨 ×6 | ||
| PH Parker-Hannifin Corporation Common Stock | $15499 | 1.70% | 15845 | $1407 | 上涨 ×6 | ||
| WMT Walmart Inc. - Common Stock | $15404 | 1.68% | 136003 | $-1504 | 下跌 ×2 | ||
| ITOT | $14808 | 1.62% | 90142 | $1950 | 下跌 ×6 | ||
| FTEC | $14773 | 1.62% | 51730 | $3889 | 下跌 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $13679 | 1.50% | 24284 | $-15 | 上涨 ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $12786 | 1.40% | 13668 | $-610 | 上涨 ×6 | ||
| VTV | $10619 | 1.16% | 48725 | $1343 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $9491 | 1.04% | 7913 | $2651 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $8637 | 0.94% | 16954 | $-1589 | 上涨 ×2 | ||
| IEFA | $8495 | 0.93% | 87962 | $830 | 上涨 ×5 | ||
| MA Mastercard Incorporated Common Stock | $8324 | 0.91% | 16207 | $33 | 下跌 ×3 | ||
| DIA | $8256 | 0.90% | 15804 | $800 | 下跌 ×1 | ||
| TT Trane Technologies plc | $8108 | 0.89% | 16508 | $1545 | 上涨 ×6 | ||
| XLE XLE | $6984 | 0.76% | 131503 | $-1195 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $6335 | 0.69% | 23436 | $-1361 | 下跌 ×5 | ||
| IEMG | $5850 | 0.64% | 70623 | $1085 | 上涨 ×5 | ||
| VOE | $5772 | 0.63% | 29209 | $279 | 下跌 ×6 | ||
| VO | $5618 | 0.61% | 69724 | $612 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $5316 | 0.58% | 45563 | $-1310 | 上涨 ×5 | ||
| IJJ | $4852 | 0.53% | 32843 | $423 | 下跌 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $4680 | 0.51% | 11126 | $1281 | 上涨 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $4422 | 0.48% | 32346 | $-1002 | 上涨 ×5 | ||
| CVX Chevron Corporation Common Stock | $3987 | 0.44% | 24055 | $-731 | 上涨 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $3861 | 0.42% | 15202 | $117 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3827 | 0.42% | 3593 | $1321 | 上涨 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3614 | 0.40% | 10248 | $53 | 下跌 ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $3509 | 0.38% | 25917 | $-607 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $3396 | 0.37% | 47560 | $-508 | 上涨 ×3 | ||
| TEVA Teva Pharmaceutical Industries Limited American Depositary Shares | $3388 | 0.37% | 100000 | $75 | 下跌 ×4 | ||
| CI The Cigna Group Common Stock | $3107 | 0.34% | 11272 | $1382 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2999 | 0.33% | 20453 | $32 | 下跌 ×1 | ||
| GLD | $2478 | 0.27% | 6728 | $1227 | 上涨 ×4 | ||
| GEV GE Vernova Inc. Common Stock | $2272 | 0.25% | 1934 | $615 | 上涨 ×4 | ||
| UTHR United Therapeutics Corporation - Common Stock | $2249 | 0.25% | 4150 | $-212 | |||
| BX Blackstone Inc. Common Stock | $2161 | 0.24% | 18365 | $54 | 上涨 ×4 | ||
| ORCL Oracle Corporation Common Stock | $1899 | 0.21% | 12957 | $-983 | 下跌 ×3 | ||
| IJS | $1812 | 0.20% | 13254 | $221 | 下跌 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1791 | 0.20% | 3083 | $1168 | 上涨 ×3 | ||
| VOO | $1772 | 0.19% | 2580 | $209 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1771 | 0.19% | 6512 | $203 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1642 | 0.18% | 3437 | $320 | 下跌 ×1 | ||
| VB | $1631 | 0.18% | 5381 | $222 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $1607 | 0.18% | 19569 | $-27 | 下跌 ×1 | ||
| VTI | $1601 | 0.18% | 4326 | $208 | 下跌 ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $1558 | 0.17% | 36514 | $1119 | 上涨 ×1 | ||
| LQD | $1489 | 0.16% | 13656 | $-71 | 下跌 ×6 | ||
| IVE | $1487 | 0.16% | 6550 | $104 | |||
| GE GE Aerospace Common Stock | $1427 | 0.16% | 3819 | $362 | 上涨 ×5 | ||
| PRK | $1389 | 0.15% | 7588 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1308 | 0.14% | 3702 | $251 | 上涨 ×1 | ||
| BRKB | $1264 | 0.14% | 2526 | $64 | 上涨 ×6 | ||
| VBR | $1223 | 0.13% | 5032 | $117 | 下跌 ×6 | ||
| AGG | $1172 | 0.13% | 11843 | $3 | 上涨 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $1110 | 0.12% | 30203 | $-31 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1109 | 0.12% | 961 | $777 | 下跌 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $1105 | 0.12% | 1149 | $0 | |||
| GLW Corning Incorporated Common Stock | $1102 | 0.12% | 4316 | $518 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1096 | 0.12% | 1084 | $193 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1053 | 0.12% | 2786 | $214 | 上涨 ×2 | ||
| JMUB | $1040 | 0.11% | 20528 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $1037 | 0.11% | 11432 | $-154 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1021 | 0.11% | 7948 | $71 | 上涨 ×1 | ||
| IWF | $947 | 0.10% | 7628 | $127 | 上涨 ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $944 | 0.10% | 9980 | $-38 | 下跌 ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $942 | 0.10% | 30906 | $-6 | 下跌 ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $930 | 0.10% | 21975 | $-174 | 下跌 ×5 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $930 | 0.10% | 4099 | $101 | 下跌 ×2 | ||
| RTX RTX Corporation Common Stock | $913 | 0.10% | 4810 | $-1 | 上涨 ×2 | ||
| VUG | $904 | 0.10% | 10492 | $137 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $901 | 0.10% | 2115 | $180 | 上涨 ×1 | ||
| VRP | $876 | 0.10% | 36043 | $-3 | 下跌 ×1 | ||
| THC Tenet Healthcare Corporation Common Stock | $842 | 0.09% | 4500 | $-7 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $835 | 0.09% | 1050 | $71 | |||
| KO Coca-Cola Company (The) Common Stock | $830 | 0.09% | 10214 | $56 | 上涨 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $820 | 0.09% | 7632 | $69 | |||
| FBND | $805 | 0.09% | 17686 | $-78 | 下跌 ×6 | ||
| BP BP p.l.c. Common Stock | $804 | 0.09% | 21759 | $-211 | 上涨 ×1 | ||
| WM Waste Management, Inc. Common Stock | $800 | 0.09% | 3588 | $-24 | 上涨 ×1 | ||
| VXF | $733 | 0.08% | 2975 | $122 | 上涨 ×5 | ||
| VLO Valero Energy Corporation Common Stock | $714 | 0.08% | 2742 | $86 | 上涨 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $687 | 0.08% | 4537 | $-35 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $682 | 0.07% | 2709 | $97 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $590 | 0.06% | 817 | $313 | 上涨 ×2 | ||
| IBB IBB | $590 | 0.06% | 3102 | $66 | |||
| AWR American States Water Company Common Stock | $578 | 0.06% | 7000 | $49 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $575 | 0.06% | 289 | $210 | 上涨 ×2 | ||
| ET Energy Transfer LP Common Units | $569 | 0.06% | 29736 | $5 | 上涨 ×1 | ||
| 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 |
|---|---|---|---|
| IVV | $131243 | 14.35% | 上涨 ×6 |
| IJH | $32124 | 3.51% | 上涨 ×6 |
| IJR | $30940 | 3.38% | 上涨 ×6 |
| GOOGL | $28257 | 3.09% | 上涨 ×6 |
| JPM | $26492 | 2.90% | 上涨 ×3 |
| AMZN | $20383 | 2.23% | 上涨 ×6 |
| PH | $15499 | 1.70% | 上涨 ×6 |
| META | $13679 | 1.50% | 上涨 ×5 |
| COST | $12786 | 1.40% | 上涨 ×6 |
| VTV | $10619 | 1.16% | 上涨 ×6 |
| IEFA | $8495 | 0.93% | 上涨 ×5 |
| TT | $8108 | 0.89% | 上涨 ×6 |
| IEMG | $5850 | 0.64% | 上涨 ×5 |
| PLTR | $5316 | 0.58% | 上涨 ×5 |
| TSLA | $4680 | 0.51% | 上涨 ×3 |
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 |
|---|---|---|---|
| PRK | $1389 | 7588 | 0.15% |
| JMUB | $1040 | 20528 | 0.11% |
| INTC | $546 | 3911 | 0.06% |
| SPYG | $422 | 3545 | 0.05% |
| 未知发行人 (CUSIP: 438516205) | $344 | 1537 | 0.04% |
| 未知发行人 (CUSIP: 43849R105) | $340 | 1537 | 0.04% |
| VMI | $289 | 500 | 0.03% |
| VRT | $257 | 769 | 0.03% |
| CGCP | $257 | 11548 | 0.03% |
| NUE | $252 | 1130 | 0.03% |
| RHHBY | $237 | 4619 | 0.03% |
| AROW | $234 | 5718 | 0.03% |
| STLD | $229 | 1000 | 0.03% |
| TRV | $228 | 690 | 0.02% |
| TTE | $215 | 2770 | 0.02% |
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 |
|---|---|---|---|---|
| BXSL | 2026年3月31日 | 148078 | $3899 | 4.5% |
| IHF | 2025年3月31日 | 20000 | $960 | 不再跟踪 |
| APO | 2026年3月31日 | 6100 | $883 | 18.1% |
| LRCX | 2026年6月30日 | 4000 | $855 | -27.5% |
| HOLX | 2025年12月31日 | 12000 | $810 | 不再跟踪 |
| STVN | 2025年3月31日 | 35000 | $763 | 8.8% |
| ZBH | 2025年6月30日 | 6412 | $726 | 8.9% |
| HON | 2026年6月30日 | 3058 | $691 | -1.9% |
| CRM | 2025年9月30日 | 2455 | $669 | -13.3% |
| ADBE | 2025年9月30日 | 1314 | $508 | -22.6% |
| FISV | 2026年3月31日 | 7232 | $486 | -7.6% |
| ZBH | 2025年12月31日 | 4434 | $437 | 10.5% |
| JD | 2025年6月30日 | 10203 | $420 | -10.3% |
| HCA | 2025年6月30日 | 1000 | $346 | 8.5% |
| ACN | 2025年6月30日 | 1032 | $322 | -38.9% |
| AVDL | 2025年12月31日 | 20000 | $305 | 不再跟踪 |
| SPDW | 2025年12月31日 | 6657 | $285 | 不再跟踪 |
| ABNB | 2026年3月31日 | 2000 | $271 | 46.4% |
| DXCM | 2025年12月31日 | 4000 | $269 | 34.8% |
| TLT | 2025年12月31日 | 2994 | $268 | |
| STRK | 2025年9月30日 | 2160 | $261 | -22.2% |
| VIG | 2026年3月31日 | 1168 | $257 | 不再跟踪 |
| FISV | 2025年6月30日 | 1154 | $255 | -70.1% |
| AME | 2025年3月31日 | 1365 | $246 | 39.8% |
| GBAB | 2025年6月30日 | 15201 | $236 | -7.8% |
| LAZ | 2025年3月31日 | 4500 | $232 | 0.5% |
| LAZ | 2026年3月31日 | 4500 | $219 | 2.4% |
| SAP | 2026年3月31日 | 886 | $215 | 25.9% |
| JNK | 2026年3月31日 | 2199 | $214 | 不再跟踪 |
| MDLZ | 2025年9月30日 | 3127 | $211 | 2.6% |
| MSTR | 2025年12月31日 | 654 | $211 | -20.8% |
| BAC | 2025年3月31日 | 4706 | $207 | 49.6% |
| PAYX | 2025年12月31日 | 1634 | $207 | 8.8% |
| ACN | 2026年3月31日 | 765 | $205 | -7.9% |
| NVO | 2025年3月31日 | 2379 | $205 | -32.7% |
| WDFC | 2025年6月30日 | 831 | $203 | -7.9% |
| VMI | 2026年3月31日 | 500 | $201 | 21.8% |
| PNC | 2025年12月31日 | 996 | $200 | 16.9% |
| MNMD | 2026年3月31日 | 10000 | $134 | 不再跟踪 |
| VTRS | 2025年9月30日 | 12946 | $116 | 62.2% |
| ALDX | 2025年3月31日 | 13500 | $67 | -73.0% |
| LFMD | 2026年3月31日 | 10000 | $34 | -8.8% |