KW WEALTH MANAGEMENT LLC
CIK 2078696 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $65.9M
- 持仓
- 83
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 8605（共 9443） · 前 91.1%
投资组合价值同比（季度）：+12.3% 13F不披露现金
- 前十大持仓权重
- 46.07%
- 前二十五大持仓权重
- 69.73%
- 持仓高于 1%
- 27
- 有效持仓数量
- 32.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 1.69% 估计买入 $7541439 · 卖出 $1050797
- 新仓位
- 8
- 增加
- 49
- 减少
- 13
- 已结清
- 3
本页内容
行业细分
Technology
17.0%
Retail
7.0%
Healthcare
5.9%
Communication Services
5.3%
Financial Services
3.7%
Energy
2.8%
Financials
2.2%
Materials
1.3%
Telecommunication
1.2%
Utilities
1.1%
Consumer products
1.0%
Consumer Staples
0.9%
Industrials
0.8%
Consumer Discretionary
0.7%
N/A
0.4%
Real Estate
0.1%
其他/未映射
48.7%
完整投资组合 83 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| FLOT | $5164619 | 7.84% | 101545 | $875531 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4512314 | 6.85% | 16597 | $182566 | 下跌 ×1 | ||
| DIA | $4371697 | 6.63% | 9096 | $255123 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3649346 | 5.54% | 7545 | $-208800 | 上涨 ×1 | ||
| TBIL F/m US Treasury 3 Month Bill Fund | $2851165 | 4.33% | 57160 | $1649812 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2456866 | 3.73% | 7829 | $585048 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $2122005 | 3.22% | 28648 | $-137180 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1917875 | 2.91% | 2224 | $24929 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1752431 | 2.66% | 7592 | $127131 | 上涨 ×1 | ||
| SPY SPY | $1564701 | 2.37% | 2294 | $126750 | 上涨 ×1 | ||
| V Visa Inc. | $1384919 | 2.10% | 3948 | $162325 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1378996 | 2.09% | 7394 | $16015 | 上涨 ×1 | ||
| USMV | $1276220 | 1.94% | 13553 | $-2912 | 上涨 ×1 | ||
| BRKB | $1235067 | 1.87% | 2457 | $86753 | 上涨 ×1 | ||
| VTI | $1116087 | 1.69% | 3328 | $135268 | 上涨 ×1 | ||
| VUG | $1054989 | 1.60% | 2162 | $-29162 | 下跌 ×1 | ||
| VV | $1048572 | 1.59% | 3330 | $37278 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1045067 | 1.59% | 4573 | $82139 | 上涨 ×1 | ||
| XLU XLU | $935830 | 1.42% | 21921 | $77308 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $922788 | 1.40% | 8282 | $84930 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $905353 | 1.37% | 2809 | $102352 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $883834 | 1.34% | 2677 | $-40637 | |||
| RIO Rio Tinto Plc Common Stock | $827719 | 1.26% | 10342 | $148040 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $822247 | 1.25% | 1338 | $25867 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $749987 | 1.14% | 3624 | $78025 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $673701 | 1.02% | 9168 | $84259 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $673217 | 1.02% | 4697 | $-64694 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $638960 | 0.97% | 4192 | $79186 | 上涨 ×1 | ||
| IJR | $608245 | 0.92% | 5061 | $2080 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $567039 | 0.86% | 8110 | $130852 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $561090 | 0.85% | 850 | $49218 | 上涨 ×1 | ||
| SCHX | $553947 | 0.84% | 20585 | $9100 | 下跌 ×1 | ||
| IAU | $536858 | 0.81% | 6614 | $80153 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $526405 | 0.80% | 9571 | $33927 | 上涨 ×1 | ||
| NRG NRG Energy, Inc. Common Stock | $522318 | 0.79% | 3280 | $17844 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $511524 | 0.78% | 1057 | $117853 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $507228 | 0.77% | 1549 | $69906 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $500185 | 0.76% | 5885 | $29740 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $481184 | 0.73% | 11814 | $16632 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $454098 | 0.69% | 1450 | $112113 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $412968 | 0.63% | 3296 | $-18466 | 上涨 ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $404393 | 0.61% | 22885 | $109732 | 上涨 ×1 | ||
| XYLD | $392486 | 0.60% | 9660 | $78759 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $373804 | 0.57% | 1080 | $146151 | 上涨 ×1 | ||
| VIG | $371208 | 0.56% | 1689 | $6739 | |||
| XLE XLE | $369331 | 0.56% | 8260 | $20016 | 上涨 ×1 | ||
| IWM | $352609 | 0.54% | 1432 | $21018 | 上涨 ×1 | ||
| TROW T. Rowe Price Group, Inc. - Common Stock | $341736 | 0.52% | 3337 | $131436 | 上涨 ×1 | ||
| VGT | $341462 | 0.52% | 453 | $3239 | |||
| AB AllianceBernstein Holding L.P. Units | $334293 | 0.51% | 8687 | $90144 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $315529 | 0.48% | 1712 | $3386 | 上涨 ×1 | ||
| SPLV | $302464 | 0.46% | 4235 | $-8724 | |||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $293942 | 0.45% | 22251 | $28633 | 下跌 ×1 | ||
| ESGV | $290909 | 0.44% | 2405 | $30933 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $290782 | 0.44% | 501 | $49327 | 上涨 ×1 | ||
| TBLD Thornburg Income Builder Opportunities Trust - Closed End Fund | $282566 | 0.43% | 14058 | 上涨 ×1 | |||
| SLB SLB Limited Common Shares | $280404 | 0.43% | 7306 | $38508 | 上涨 ×1 | ||
| SPYD | $278098 | 0.42% | 6430 | $22106 | 上涨 ×1 | ||
| VTV | $273993 | 0.42% | 1434 | $3845 | 下跌 ×1 | ||
| FTEC | $270651 | 0.41% | 1204 | $3012 | |||
| VGSH Vanguard Short-Term Treasury ETF | $270334 | 0.41% | 4603 | $-670 | 下跌 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $261784 | 0.40% | 5292 | $-15306 | 下跌 ×1 | ||
| FHLC | $260797 | 0.40% | 3511 | 上涨 ×1 | |||
| HYMB | $259376 | 0.39% | 10400 | $20322 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $255241 | 0.39% | 2121 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $251013 | 0.38% | 826 | $20319 | |||
| TSLA Tesla, Inc. - Common Stock | $250494 | 0.38% | 557 | $2785 | |||
| FSYD | $241716 | 0.37% | 4990 | 上涨 ×1 | |||
| SPIB | $240693 | 0.37% | 7119 | $-570 | |||
| VYM | $235373 | 0.36% | 1640 | $-9880 | 下跌 ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $232960 | 0.35% | 787 | $-6563 | 上涨 ×1 | ||
| SO Southern Company (The) Common Stock | $232337 | 0.35% | 2664 | $-20169 | |||
| FCOM | $225336 | 0.34% | 3075 | $7103 | |||
| AXP American Express Company Common Stock | $224930 | 0.34% | 608 | 上涨 ×1 | |||
| MTUM | $222025 | 0.34% | 887 | 上涨 ×1 | |||
| CCL Carnival Corporation Common Stock | $214368 | 0.33% | 7019 | $11441 | |||
| VOO | $213059 | 0.32% | 339 | $9753 | 上涨 ×1 | ||
| USHY | $209913 | 0.32% | 5613 | $-11795 | 下跌 ×1 | ||
| SCHV | $201911 | 0.31% | 6819 | 上涨 ×1 | |||
| VB | $200427 | 0.30% | 777 | 上涨 ×1 | |||
| EQX | $149147 | 0.23% | 10623 | $34669 | 上涨 ×1 | ||
| PFLT PennantPark Floating Rate Capital Ltd. Common Stock | $120531 | 0.18% | 13002 | $6363 | 上涨 ×1 | ||
| IVR INVESCO MORTGAGE CAPITAL INC Common Stock | $85841 | 0.13% | 10207 | $-13618 | 下跌 ×1 | ||
| 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
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。