Kondo Wealth Advisors, Inc.
CIK 2070929 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $299.2M
- 持仓
- 75
- 截至
- 2026年6月30日
按 13F 价值排名第 5180（共 9443） · 前 54.9%
投资组合价值同比（季度）：+12.6% 13F不披露现金
- 前十大持仓权重
- 79.04%
- 前二十五大持仓权重
- 91.78%
- 持仓高于 1%
- 14
- 有效持仓数量
- 11.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.78% 估计买入 $13218278 · 卖出 $2195646
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
- 10
- 增加
- 37
- 减少
- 24
- 已结清
- 4
本页内容
行业细分
Technology
3.1%
Financials
1.7%
Retail
1.7%
Communication Services
0.9%
Logistics & Transportation
0.3%
Industrials
0.3%
Healthcare
0.3%
Consumer Discretionary
0.2%
Communications
0.1%
Telecommunication
0.1%
Financial Services
0.1%
其他/未映射
91.0%
完整投资组合 75 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $53837381 | 18.00% | 327735 | $8591798 | 上涨 ×6 | ||
| AVUV | $38885824 | 13.00% | 311684 | $5064144 | 上涨 ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $29282403 | 9.79% | 496479 | $1567567 | 上涨 ×6 | ||
| AVDV | $26033193 | 8.70% | 252626 | $1117837 | 上涨 ×1 | ||
| IDEV | $25723508 | 8.60% | 288994 | $2549255 | 上涨 ×6 | ||
| DFEM | $18877767 | 6.31% | 464509 | $3027644 | 上涨 ×6 | ||
| DFSD | $15616065 | 5.22% | 327035 | $768295 | 上涨 ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $10996090 | 3.68% | 218914 | $535429 | 上涨 ×6 | ||
| DFUS | $8739193 | 2.92% | 106652 | $1143629 | 下跌 ×4 | ||
| DFIV | $8476755 | 2.83% | 156917 | $26400 | 下跌 ×6 | ||
| DFUV | $7726586 | 2.58% | 140456 | $799130 | 下跌 ×4 | ||
| DFAS | $5405595 | 1.81% | 65648 | $715202 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $3811799 | 1.27% | 13171 | $494794 | 上涨 ×6 | ||
| CATY Cathay General Bancorp - Common Stock | $3129379 | 1.05% | 50482 | $612396 | 上涨 ×1 | ||
| CVNA Carvana Co. Class A Common Stock | $2961439 | 0.99% | 44993 | $1788173 | 上涨 ×1 | ||
| DLN | $2122097 | 0.71% | 22030 | $118237 | 下跌 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $2054324 | 0.69% | 10267 | $336659 | 上涨 ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1780613 | 0.60% | 71253 | $-258851 | 下跌 ×6 | ||
| DFAT | $1551662 | 0.52% | 22198 | $171829 | 上涨 ×3 | ||
| BSV | $1431353 | 0.48% | 18370 | $32377 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1364974 | 0.46% | 5727 | $181584 | 上涨 ×2 | ||
| SCHX | $1316963 | 0.44% | 44749 | $169599 | |||
| IEMG | $1209897 | 0.40% | 14605 | $183455 | 下跌 ×1 | ||
| DWM | $1128440 | 0.38% | 15412 | $34245 | 下跌 ×3 | ||
| IVV | $1122865 | 0.38% | 1499 | $145663 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1119107 | 0.37% | 2999 | $73752 | 上涨 ×1 | ||
| IJR | $1067239 | 0.36% | 7196 | $172704 | |||
| DES | $920353 | 0.31% | 22622 | $105410 | 下跌 ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $914248 | 0.31% | 8504 | $79651 | 上涨 ×4 | ||
| BIV | $899367 | 0.30% | 11725 | $-2980 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $810389 | 0.27% | 761 | $276210 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $805869 | 0.27% | 2255 | $192791 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $771672 | 0.26% | 2184 | $159799 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $695350 | 0.23% | 944 | $190747 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $684537 | 0.23% | 2090 | $77604 | 上涨 ×2 | ||
| CVIE | $683487 | 0.23% | 8039 | $-2125 | 下跌 ×6 | ||
| IEFA | $679440 | 0.23% | 7035 | $42561 | |||
| AVGO Broadcom Inc. - Common Stock | $669751 | 0.22% | 1773 | $139870 | 上涨 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $659080 | 0.22% | 1567 | $101826 | 上涨 ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $649594 | 0.22% | 6748 | $-5619 | 下跌 ×3 | ||
| IWM | $647235 | 0.22% | 2154 | $107187 | 下跌 ×6 | ||
| MRSH Marsh Common Stock | $643846 | 0.22% | 3863 | $-31915 | 下跌 ×4 | ||
| BRKB | $629490 | 0.21% | 1258 | $11322 | 下跌 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $551941 | 0.18% | 5772 | $39746 | 下跌 ×4 | ||
| SPY SPY | $550369 | 0.18% | 737 | $71069 | |||
| CVLC | $519762 | 0.17% | 5501 | $-124721 | 下跌 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $494006 | 0.17% | 877 | $-58672 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $446710 | 0.15% | 387 | 上涨 ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $445796 | 0.15% | 2351 | $-18065 | 下跌 ×1 | ||
| SCHP | $406959 | 0.14% | 15356 | $19358 | 上涨 ×3 | ||
| IWF | $405516 | 0.14% | 3265 | $57574 | 上涨 ×1 | ||
| IQDG | $402286 | 0.13% | 9338 | $28101 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $400867 | 0.13% | 428 | $-27972 | 下跌 ×1 | ||
| IWD | $383127 | 0.13% | 1580 | $37539 | 下跌 ×1 | ||
| DFSV | $369711 | 0.12% | 9531 | $36200 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $360807 | 0.12% | 4366 | $14981 | 上涨 ×1 | ||
| DEM | $342470 | 0.11% | 6365 | $24782 | 下跌 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $322839 | 0.11% | 269 | $85396 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $309154 | 0.10% | 2632 | $109050 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $305331 | 0.10% | 1012 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $289874 | 0.10% | 499 | 上涨 ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $284889 | 0.10% | 6728 | $-31873 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $258843 | 0.09% | 542 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $257761 | 0.09% | 4523 | $-89733 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $254130 | 0.08% | 2243 | $-22614 | 上涨 ×1 | ||
| RWO | $243990 | 0.08% | 4906 | $18083 | 下跌 ×1 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $243546 | 0.08% | 2120 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $242020 | 0.08% | 952 | $17148 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $236661 | 0.08% | 234 | ||||
| DISV | $228564 | 0.08% | 5695 | $5136 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $227457 | 0.08% | 1629 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $216390 | 0.07% | 579 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $213872 | 0.07% | 606 | $9495 | 下跌 ×1 | ||
| DFAI | $212423 | 0.07% | 5149 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $203665 | 0.07% | 470 | 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 |
|---|---|---|---|
| ITOT | $53837381 | 18.00% | 上涨 ×6 |
| AVUV | $38885824 | 13.00% | 上涨 ×6 |
| VGIT | $29282403 | 9.79% | 上涨 ×6 |
| IDEV | $25723508 | 8.60% | 上涨 ×6 |
| DFEM | $18877767 | 6.31% | 上涨 ×6 |
| DFSD | $15616065 | 5.22% | 上涨 ×6 |
| VTIP | $10996090 | 3.68% | 上涨 ×6 |
| AAPL | $3811799 | 1.27% | 上涨 ×6 |
| DFAT | $1551662 | 0.52% | 上涨 ×3 |
| UPS | $914248 | 0.31% | 上涨 ×4 |
| GOOGL | $805869 | 0.27% | 上涨 ×4 |
| AVGO | $669751 | 0.22% | 上涨 ×6 |
| TSLA | $659080 | 0.22% | 上涨 ×6 |
| SCHP | $406959 | 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
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 |
|---|---|---|---|---|
| VTEB | 2026年3月31日 | 6996 | $351829 | 不再跟踪 |
| NFLX | 2026年3月31日 | 2943 | $275938 | -17.2% |
| AXP | 2026年3月31日 | 647 | $239363 | 10.8% |
| SPGI | 2026年3月31日 | 454 | $237256 | 2.0% |
| XOM | 2026年6月30日 | 1394 | $236506 | 21.7% |
| CVX | 2026年6月30日 | 1112 | $230072 | 24.6% |
| IBM | 2026年3月31日 | 771 | $228385 | -3.6% |
| SPOT | 2025年12月31日 | 326 | $227548 | -9.2% |
| MA | 2026年6月30日 | 428 | $213854 | 12.0% |
| IWF | 2025年3月31日 | 522 | $209625 | 不再跟踪 |
| LOW | 2026年6月30日 | 878 | $207628 | -1.3% |
| PG | 2025年12月31日 | 1341 | $206077 | 0.0% |
| LLY | 2025年6月30日 | 248 | $204928 | 60.3% |
| GS | 2026年3月31日 | 232 | $203928 | 21.1% |
| PCK | 2025年9月30日 | 11009 | $59669 | 不再跟踪 |