KFA Private Wealth Group, LLC
- SEC CIK
- 0001800556
- 最新申報
- 2026/10/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 151
- 較 2025 年第 3 季 +14
- 總值
- $4.11 億
- 較 2025 年第 3 季 +$6,106 萬 (+17.4%)
| 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 | 15,595 | $15.9 萬 | <0.1% | +322+2.1% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 905 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,978 | $20.3 萬 | <0.1% | −395−7.4% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 692 | $20.5 萬 | <0.1% | +692 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 4,858 | $20.6 萬 | 0.1% | +4,858 | 新進 | – |
| ATROAstronics Corp | COM | 3,797 | $20.6 萬 | 0.1% | +3,797 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 592 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,783 | $20.9 萬 | 0.1% | +1,783 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 2,261 | $21.2 萬 | 0.1% | −119−5.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 9,175 | $21.3 萬 | 0.1% | −20−0.2% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,917 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 754 | $21.8 萬 | 0.1% | +754 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 9,030 | $21.9 萬 | 0.1% | +9,030 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,088 | $22.0 萬 | 0.1% | +4,088 | 新進 | – |
| BNYBank of New York Mellon Corp | Stock | 1,940 | $22.5 萬 | 0.1% | +71+3.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,531 | $23.3 萬 | 0.1% | +2,531 | 新進 | 歷史 |
| DCIDonaldson Co Inc | Stock | 2,668 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,557 | $24.0 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 2,703 | $24.8 萬 | 0.1% | +209+8.4% | 加碼 | – |
| MAMastercard Inc | Stock | 450 | $25.7 萬 | 0.1% | +16+3.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,729 | $25.9 萬 | 0.1% | +3,729 | 新進 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,765 | $26.6 萬 | 0.1% | −295−4.9% | 減碼 | – |
| LRCXLam Research Corp | Stock | 1,561 | $26.7 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,008 | $27.9 萬 | 0.1% | −8−0.4% | 減碼 | – |
| BACBank of America Corp | Stock | 5,225 | $28.7 萬 | 0.1% | +425+8.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 5,827 | $29.4 萬 | 0.1% | +242+4.3% | 加碼 | – |
| RTXRTX Corp | Stock | 1,606 | $29.5 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,022 | $29.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 767 | $29.7 萬 | 0.1% | +767 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 619 | $29.9 萬 | 0.1% | −56−8.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 911 | $30.1 萬 | 0.1% | −47−4.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 981 | $30.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,896 | $30.5 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 463 | $30.6 萬 | 0.1% | +5+1.1% | 加碼 | 歷史 |
| VSECVse Corp | COM | 1,800 | $31.1 萬 | 0.1% | −200−10.0% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 1,447 | $31.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,290 | $31.8 萬 | 0.1% | +7+0.5% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,475 | $31.8 萬 | 0.1% | +200+3.8% | 加碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 6,300 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 677 | $32.5 萬 | 0.1% | +677 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 380 | $33.4 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,343 | $33.7 萬 | 0.1% | −41−0.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,222 | $34.5 萬 | 0.1% | +42+1.3% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,426 | $35.6 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,351 | $35.8 萬 | 0.1% | +27+2.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 996 | $35.9 萬 | 0.1% | −2−0.2% | 減碼 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 2,287 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,345 | $36.4 萬 | 0.1% | +10.0% | 加碼 | – |
| YUMYum Brands Inc | Stock | 2,461 | $37.2 萬 | 0.1% | +993+67.6% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,437 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,098 | $38.2 萬 | 0.1% | +951+44.3% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 4,454 | $38.2 萬 | 0.1% | +117+2.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,221 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,378 | $39.9 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares Tr464289529 | INDIA 50 ETF | 8,107 | $40.0 萬 | 0.1% | +46+0.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 16,270 | $40.5 萬 | 0.1% | +5,055+45.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,529 | $40.5 萬 | 0.1% | +171+3.9% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,951 | $40.8 萬 | 0.1% | 00.0% | 不變 | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,500 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,932 | $41.4 萬 | 0.1% | +39+2.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,977 | $42.7 萬 | 0.1% | +21+0.7% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,388 | $43.6 萬 | 0.1% | −22−0.6% | 減碼 | – |
| AMEAmetek Inc | COM | 2,160 | $44.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 5,418 | $44.6 萬 | 0.1% | −94−1.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,809 | $44.7 萬 | 0.1% | −101−1.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 3,862 | $45.1 萬 | 0.1% | +166+4.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,015 | $46.1 萬 | 0.1% | +231+12.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,061 | $47.7 萬 | 0.1% | +12+1.1% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,023 | $48.4 萬 | 0.1% | +10.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 742 | $49.0 萬 | 0.1% | −75−9.2% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,536 | $49.5 萬 | 0.1% | +18+0.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,093 | $50.7 萬 | 0.1% | +15+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 479 | $51.5 萬 | 0.1% | +105+28.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 20,935 | $52.0 萬 | 0.1% | +19+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,525 | $52.5 萬 | 0.1% | +47+3.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 9,515 | $54.5 萬 | 0.1% | −1,925−16.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,886 | $55.3 萬 | 0.1% | +342+13.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 1,942 | $56.1 萬 | 0.1% | −198−9.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,846 | $57.9 萬 | 0.1% | +541+41.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,075 | $58.4 萬 | 0.1% | +14+0.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,665 | $58.6 萬 | 0.1% | −92−3.3% | 減碼 | – |
| AXPAmerican Express Co | Stock | 1,598 | $59.1 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,965 | $61.0 萬 | 0.1% | +515+35.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,889 | $62.1 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,549 | $65.1 萬 | 0.2% | −597−3.9% | 減碼依 2 比 1 拆股換算 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,201 | $66.1 萬 | 0.2% | −57−0.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 773 | $66.7 萬 | 0.2% | +53+7.4% | 加碼 | 歷史 |
| iShares Tr464288505 | MRGSTR SM CP ETF | 10,679 | $69.4 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 3,568 | $69.6 萬 | 0.2% | +15+0.4% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,419 | $69.8 萬 | 0.2% | +9,419 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,744 | $69.9 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,036 | $70.5 萬 | 0.2% | +40+2.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,108 | $73.9 萬 | 0.2% | +720+51.9% | 加碼 | 歷史 |
| BNY Mellon ETF Trust II05613H100 | DYNAMIC VALUE | 26,800 | $77.8 萬 | 0.2% | +26,800 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 7,606 | $79.2 萬 | 0.2% | +1,999+35.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,688 | $84.8 萬 | 0.2% | +60+3.7% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 7,146 | $86.9 萬 | 0.2% | +526+7.9% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 5,617 | $90.1 萬 | 0.2% | +5,617 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,568 | $96.3 萬 | 0.2% | +184+13.3% | 加碼 | – |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 95,882 | $100.5 萬 | 0.2% | −4,728−4.7% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。