KRM WEALTH MANAGEMENT L.L.C.
CIK 2126518 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $227.3M
- 持仓
- 46
- 截至
- 2026年6月30日
按 13F 价值排名第 6027（共 9443） · 前 63.8%
投资组合价值同比（季度）：+18.4% 13F不披露现金
- 前十大持仓权重
- 86.93%
- 前二十五大持仓权重
- 96.83%
- 持仓高于 1%
- 12
- 有效持仓数量
- 10.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.14% 估计买入 $18357222 · 卖出 $298107
- 新仓位
- 4
- 增加
- 31
- 减少
- 9
- 已结清
- 1
本页内容
行业细分
Industrials
1.2%
Technology
0.5%
Logistics & Transportation
0.2%
Health Care
0.1%
Communication Services
0.1%
其他/未映射
97.9%
完整投资组合 46 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $31874036 | 14.02% | 434192 | $3468362 | 上涨 ×2 | ||
| SCHV | $30836737 | 13.57% | 885859 | $5476991 | 上涨 ×2 | ||
| SCHG | $30096459 | 13.24% | 889375 | $5879765 | 上涨 ×2 | ||
| VEA | $28607235 | 12.59% | 401505 | $5301321 | 上涨 ×2 | ||
| MOAT | $22876361 | 10.07% | 220050 | $2926767 | 上涨 ×2 | ||
| SCHO | $18848020 | 8.29% | 780780 | $1517095 | 上涨 ×2 | ||
| FNDF | $14201008 | 6.25% | 269162 | $1581954 | 上涨 ×2 | ||
| SCHA | $9233189 | 4.06% | 255555 | $2451603 | 上涨 ×2 | ||
| VNQ | $5562082 | 2.45% | 57680 | $861860 | 上涨 ×2 | ||
| VWO | $5437513 | 2.39% | 91096 | $1165029 | 上涨 ×2 | ||
| FNDA | $5109591 | 2.25% | 134251 | $1172076 | 上涨 ×2 | ||
| FNDE | $2743097 | 1.21% | 69130 | $205652 | 上涨 ×1 | ||
| VOO | $2041075 | 0.90% | 2972 | $285834 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1867530 | 0.82% | 1754 | $599006 | 下跌 ×1 | ||
| SCHF | $1716490 | 0.76% | 61967 | $177168 | 下跌 ×1 | ||
| BIV | $1346357 | 0.59% | 17554 | $-881 | 上涨 ×1 | ||
| VTEB | $1073688 | 0.47% | 21228 | $38251 | 上涨 ×2 | ||
| IVW | $1068914 | 0.47% | 7772 | $190607 | 上涨 ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $883568 | 0.39% | 15182 | $-17262 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $824022 | 0.36% | 2848 | $89379 | 下跌 ×1 | ||
| MUB | $803392 | 0.35% | 7465 | $26306 | 上涨 ×2 | ||
| SCHB | $788095 | 0.35% | 27213 | $106832 | 上涨 ×2 | ||
| IVE | $786034 | 0.35% | 3462 | $57965 | 上涨 ×1 | ||
| DFAC | $752166 | 0.33% | 16956 | $94870 | 上涨 ×1 | ||
| VYM | $690594 | 0.30% | 4370 | $41458 | 下跌 ×2 | ||
| SCHZ | $670517 | 0.30% | 28989 | $4263 | 上涨 ×2 | ||
| VB | $668540 | 0.29% | 2206 | $80460 | 下跌 ×1 | ||
| VUG | $487513 | 0.21% | 5660 | $65481 | 上涨 ×2 | ||
| XLK XLK | $463656 | 0.20% | 2434 | $139031 | 下跌 ×1 | ||
| SUB | $408235 | 0.18% | 3834 | $2465 | 上涨 ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $384371 | 0.17% | 3576 | 上涨 ×1 | |||
| ORN Orion Group Holdings, Inc. Common | $378484 | 0.17% | 22502 | $133212 | |||
| IWM | $349339 | 0.15% | 1163 | $61668 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $346034 | 0.15% | 928 | $4491 | 上涨 ×2 | ||
| VGT | $334668 | 0.15% | 2800 | $90661 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $304717 | 0.13% | 815 | $73733 | 上涨 ×2 | ||
| IVV | $283558 | 0.12% | 379 | $75398 | 上涨 ×1 | ||
| SPYV | $280884 | 0.12% | 4621 | $18226 | 下跌 ×1 | ||
| IEFA | $261768 | 0.12% | 2710 | $20263 | 上涨 ×2 | ||
| SCHH | $252236 | 0.11% | 10652 | $24699 | 上涨 ×2 | ||
| VTV | $241300 | 0.11% | 1107 | $24107 | |||
| IWF | $230061 | 0.10% | 1853 | $17535 | 上涨 ×2 | ||
| GEV GE Vernova Inc. Common Stock | $227013 | 0.10% | 193 | 上涨 ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $219592 | 0.10% | 2807 | $-24241 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $214214 | 0.09% | 606 | 上涨 ×1 | |||
| BSV | $203788 | 0.09% | 2616 | ||||
| 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。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHG | 增持 | +58K | +$5.9M |
| SCHV | 增持 | +54K | +$5.5M |
| VEA | 增持 | +38K | +$5.3M |
| BND | 增持 | +48K | +$3.5M |
| MOAT | 增持 | +14K | +$2.9M |
| SCHA | 增持 | +22K | +$2.5M |
| FNDF | 增持 | +11K | +$1.6M |
| SCHO | 增持 | +67K | +$1.5M |
| FNDA | 增持 | +13K | +$1.2M |
| VWO | 增持 | +12K | +$1.2M |
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 |
|---|---|---|---|---|
| BSV | 2026年3月31日 | 2790 | $219896 | 不再跟踪 |
| XOM | 2026年6月30日 | 1234 | $209397 | 21.7% |