KFA Private Wealth Group, LLC
- SEC CIK
- 0001800556
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 132
- 較 2025 年第 1 季 +18
- 總值
- $3.23 億
- 較 2025 年第 1 季 +$3,699 萬 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 17,747 | $18.7 萬 | 0.1% | −3,452−16.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 542 | $21.0 萬 | 0.1% | −7−1.3% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 477 | $21.0 萬 | 0.1% | −75−13.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,682 | $21.2 萬 | 0.1% | +2,682 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 1,468 | $21.8 萬 | 0.1% | +1,468 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 3,886 | $22.0 萬 | 0.1% | +151+4.0% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 905 | $22.0 萬 | 0.1% | +905 | 新進 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 2,613 | $22.0 萬 | 0.1% | −406−13.4% | 減碼 | – |
| BACBank of America Corp | Stock | 4,777 | $22.6 萬 | 0.1% | +4,777 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,613 | $23.6 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,661 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 782 | $24.4 萬 | 0.1% | +198+33.9% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,604 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 2,212 | $24.8 萬 | 0.1% | +2,212 | 新進 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,818 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| FSLRFirst Solar, Inc. | Stock | 1,537 | $25.4 萬 | 0.1% | −99−6.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,448 | $25.7 萬 | 0.1% | −68−4.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,938 | $26.3 萬 | 0.1% | +4+0.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,989 | $26.4 萬 | 0.1% | −4−0.2% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,402 | $26.8 萬 | 0.1% | +11+0.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 378 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,898 | $26.9 萬 | 0.1% | +1,898 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 1,057 | $27.2 萬 | 0.1% | +1,057 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,283 | $27.7 萬 | 0.1% | +1,283 | 新進 | – |
| COFCapital One Financial Corp | Stock | 1,348 | $28.7 萬 | 0.1% | +1,348 | 新進 | 歷史 |
| VSECVse Corp | COM | 2,200 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 372 | $29.0 萬 | 0.1% | −10−2.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 6,300 | $29.2 萬 | 0.1% | +6,300 | 新進 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 2,287 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,558 | $29.3 萬 | 0.1% | +6,558 | 新進 | – |
| VZVerizon Communications Inc | Stock | 7,004 | $30.3 萬 | 0.1% | +1,568+28.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 668 | $30.9 萬 | 0.1% | −13−1.9% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,111 | $31.0 萬 | 0.1% | −38−3.3% | 減碼 | – |
| NFLXNetflix Inc | Stock | 238 | $31.9 萬 | 0.1% | −15−5.9% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,975 | $32.5 萬 | 0.1% | +1,741+41.1% | 加碼 | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,500 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,666 | $33.9 萬 | 0.1% | +137+3.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,072 | $34.1 萬 | 0.1% | −101−8.6% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,221 | $34.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,426 | $35.5 萬 | 0.1% | +7,426 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,377 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 458 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,324 | $36.1 萬 | 0.1% | +55+4.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 12,479 | $36.5 萬 | 0.1% | +20.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,367 | $36.5 萬 | 0.1% | +65+1.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,985 | $36.9 萬 | 0.1% | −110−5.3% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,546 | $37.6 萬 | 0.1% | −124−4.6% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,953 | $37.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,955 | $39.0 萬 | 0.1% | +2,955 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 2,160 | $39.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 1,450 | $39.6 萬 | 0.1% | +1,450 | 新進 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,629 | $42.2 萬 | 0.1% | −344−8.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,142 | $42.6 萬 | 0.1% | −68−1.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 5,812 | $43.0 萬 | 0.1% | −605−9.4% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,687 | $46.1 萬 | 0.1% | +171+1.6% | 加碼 | – |
| DOVDOVER Corp | COM | 2,518 | $46.1 萬 | 0.1% | +2,518 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,022 | $46.2 萬 | 0.1% | −108−2.1% | 減碼 | – |
| iShares Tr464289529 | INDIA 50 ETF | 8,825 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,787 | $49.3 萬 | 0.2% | +27+1.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,388 | $49.3 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,776 | $50.5 萬 | 0.2% | +1,310+89.4% | 加碼 | – |
| AXPAmerican Express Co | Stock | 1,589 | $50.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,209 | $54.4 萬 | 0.2% | −384−6.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,512 | $55.4 萬 | 0.2% | +911+151.6% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,175 | $55.7 萬 | 0.2% | +2,175 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,757 | $56.4 萬 | 0.2% | −46−1.6% | 減碼 | – |
| TAT&T Inc. | Stock | 20,177 | $58.4 萬 | 0.2% | +41+0.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,461 | $59.9 萬 | 0.2% | −208−2.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 813 | $60.0 萬 | 0.2% | −28−3.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,814 | $61.5 萬 | 0.2% | +3,700+52.0% | 加碼 | – |
| iShares Tr464288505 | MRGSTR SM CP ETF | 10,679 | $62.2 萬 | 0.2% | −169−1.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 4,078 | $65.0 萬 | 0.2% | −170−4.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 659 | $65.2 萬 | 0.2% | +5+0.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,097 | $67.1 萬 | 0.2% | +6,097 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,057 | $68.7 萬 | 0.2% | +2,156+21.8% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,591 | $69.3 萬 | 0.2% | −98−1.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 31,246 | $70.0 萬 | 0.2% | +31,246 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,744 | $70.1 萬 | 0.2% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,977 | $70.3 萬 | 0.2% | +29+0.4% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,492 | $72.0 萬 | 0.2% | +147+1.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 5,072 | $77.5 萬 | 0.2% | +239+4.9% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 6,679 | $78.3 萬 | 0.2% | −111−1.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,424 | $78.6 萬 | 0.2% | −49−3.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,664 | $80.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 2,155 | $83.7 萬 | 0.3% | −61−2.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,738 | $87.1 萬 | 0.3% | −162−4.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,999 | $88.1 萬 | 0.3% | −30−0.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,098 | $89.8 萬 | 0.3% | +253+8.9% | 加碼 | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 97,282 | $102.3 萬 | 0.3% | −696−0.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,684 | $103.6 萬 | 0.3% | +109+1.4% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 13,688 | $109.6 萬 | 0.3% | +4,035+41.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 23,167 | $111.8 萬 | 0.3% | +185+0.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,831 | $112.9 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,845 | $117.2 萬 | 0.4% | −47−1.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,484 | $122.1 萬 | 0.4% | +6,005+92.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,203 | $129.6 萬 | 0.4% | +4,203 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,097 | $130.4 萬 | 0.4% | +3,843+46.6% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 12,440 | $130.4 萬 | 0.4% | −60−0.5% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,576 | $141.0 萬 | 0.4% | +239+2.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 4,888 | $142.8 萬 | 0.4% | +3,200+189.6% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。