KFA Private Wealth Group, LLC
- SEC CIK
- 0001800556
- 最新申報
- 2026/7/28
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 71
- 較 2021 年第 4 季 +1
- 總值
- $1.99 億
- 較 2021 年第 4 季 −$159.8 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 106,286 | $4,822 萬 | 24.2% | +2,359+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 77,892 | $1,853 萬 | 9.3% | +3,703+5.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 109,506 | $1,181 萬 | 5.9% | +15,384+16.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 76,140 | $1,125 萬 | 5.6% | +2,708+3.7% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 92,515 | $988.9 萬 | 5.0% | +7,428+8.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 95,902 | $968.0 萬 | 4.9% | +3,931+4.3% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 315,019 | $790.7 萬 | 4.0% | +315,019 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 44,344 | $690.5 萬 | 3.5% | +2,071+4.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 59,424 | $655.2 萬 | 3.3% | +529+0.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,607 | $633.5 萬 | 3.2% | +41+0.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,999 | $513.1 萬 | 2.6% | −2,856−10.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 27,396 | $478.4 萬 | 2.4% | +413+1.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 40,543 | $434.2 萬 | 2.2% | −72,421−64.1% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 56,822 | $378.3 萬 | 1.9% | +3,475+6.5% | 加碼 | – |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 286,882 | $298.9 萬 | 1.5% | +4,323+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,321 | $283.1 萬 | 1.4% | +130+1.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 55,829 | $277.1 萬 | 1.4% | −2,104−3.6% | 減碼 | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 38,152 | $241.1 萬 | 1.2% | +2,717+7.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,756 | $208.3 萬 | 1.0% | +674+11.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 511 | $166.6 萬 | 0.8% | +40+8.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,644 | $164.6 萬 | 0.8% | −359−9.0% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,161 | $134.7 萬 | 0.7% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,552 | $130.1 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,838 | $124.6 萬 | 0.6% | +60+0.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 26,758 | $117.6 萬 | 0.6% | −781−2.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,458 | $115.9 萬 | 0.6% | +5,346+171.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,741 | $113.8 萬 | 0.6% | +9+0.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,246 | $110.7 萬 | 0.6% | +507+8.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,498 | $104.1 萬 | 0.5% | −11−0.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,904 | $102.5 萬 | 0.5% | +353+13.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 16,611 | $99.2 萬 | 0.5% | +764+4.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 324 | $90.5 萬 | 0.5% | +42+14.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,996 | $90.3 萬 | 0.5% | +389+8.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,991 | $81.6 萬 | 0.4% | +440+17.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,184 | $72.5 萬 | 0.4% | −10−0.3% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,130 | $61.8 萬 | 0.3% | −835−7.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,709 | $60.2 萬 | 0.3% | +325+3.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,240 | $57.3 萬 | 0.3% | +673+8.9% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 8,621 | $57.2 萬 | 0.3% | +128+1.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 507 | $54.6 萬 | 0.3% | +61+13.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,646 | $54.3 萬 | 0.3% | +216+6.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $52.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,831 | $52.7 萬 | 0.3% | −198−9.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,163 | $45.4 萬 | 0.2% | −22−0.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,723 | $44.1 萬 | 0.2% | +254+7.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 157 | $43.7 萬 | 0.2% | +20+14.6% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,492 | $42.6 萬 | 0.2% | +177+4.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 985 | $36.9 萬 | 0.2% | +162+19.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,218 | $36.0 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,570 | $35.2 萬 | 0.2% | +15+0.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,392 | $34.4 萬 | 0.2% | +148+11.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,784 | $33.7 萬 | 0.2% | +1,287+17.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,512 | $33.6 萬 | 0.2% | +271+21.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,165 | $33.1 萬 | 0.2% | +228+11.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 568 | $32.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,026 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 1,303 | $31.5 萬 | 0.2% | −13−1.0% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,727 | $31.3 萬 | 0.2% | +1,045+28.4% | 加碼 | – |
| VVisa Inc. | Stock | 1,387 | $30.8 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,237 | $28.9 萬 | 0.1% | −692−5.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 941 | $28.2 萬 | 0.1% | +130+16.0% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,162 | $27.4 萬 | 0.1% | +7+0.2% | 加碼 | – |
| IRDMIridium Communications Inc. | COM | 6,778 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,350 | $26.0 萬 | 0.1% | +2,350 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,863 | $25.4 萬 | 0.1% | +227+13.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 4,671 | $23.1 萬 | 0.1% | −311−6.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,747 | $22.7 萬 | 0.1% | +2,747 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,304 | $21.9 萬 | 0.1% | +4,304 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 602 | $21.5 萬 | 0.1% | +26+4.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 582 | $21.1 萬 | 0.1% | −79−12.0% | 減碼 | – |
| HUTHut 8 Corp. | Common Stock | 11,120 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（3 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。