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Kingdom Financial Group LLC.

SEC CIK
0001962236
最新申報
2026/8/7

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/7 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
851
較 2026 年第 1 季 −9
總值
$3.91 億
較 2026 年第 1 季 +$4,210 萬 (+12.0%)
申報日
2026/8/7
SEC
Kingdom Financial Group LLC. 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Capitol Ser Tr14064D444STERLING CAP ENH2,375,988$5,948 萬15.2%+81,473+3.6%加碼–
iShares Russell Top 200 Growth ETF464289438ETF181,309$5,269 萬13.5%+13,048+7.8%加碼–
iShares Tr464289420RUS TP200 VL ETF324,849$3,416 萬8.7%+33,294+11.4%加碼–
Sterling Cap FDS85917K470NATIONAL MUNI BD1,257,882$3,164 萬8.1%−20,434−1.6%減碼–
iShares Tr464288877EAFE VALUE ETF223,583$1,712 萬4.4%+21,809+10.8%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF97,730$1,609 萬4.1%−885−0.9%減碼–
iShares Tr464288885EAFE GRWTH ETF122,315$1,522 萬3.9%+4,613+3.9%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF170,072$1,409 萬3.6%+9,928+6.2%加碼–
Vanguard S&P 500 ETF922908363ETF14,496$995.6 萬2.5%−475−3.2%減碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX77,417$940.0 萬2.4%+3,042+4.1%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF36,778$538.5 萬1.4%+6,963+23.4%加碼–
Vanguard Dividend Appreciation ETF921908844ETF18,808$445.0 萬1.1%−306−1.6%減碼–
ProShares Tr74348A467S&P 500 DV ARIST73,876$414.9 萬1.1%−1,244−1.7%減碼依 2 比 1 拆股換算–
NVDANVIDIA CorpStock19,638$392.9 萬1.0%−6,753−25.6%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,176$390.5 萬1.0%+783+10.6%加碼歷史
AVGOBroadcom Inc.Stock8,245$311.4 萬0.8%−778−8.6%減碼歷史
STEWSRH Total Return Fund, Inc.COM163,061$291.9 萬0.7%+8,225+5.3%加碼歷史
iShares Tr464288414NATIONAL MUN ETF26,256$282.6 萬0.7%+6,312+31.6%加碼–
VVisa Inc.Stock13,835$242.3 萬0.6%+52+0.4%加碼歷史
CATCaterpillar IncStock1,929$205.4 萬0.5%+1,792+1,308.0%加碼歷史
JPMJPMorgan Chase & CoStock6,234$204.0 萬0.5%−214−3.3%減碼歷史
LRCXLam Research CorpStock4,411$191.2 萬0.5%−1,026−18.9%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,229$164.1 萬0.4%−246−9.9%減碼–
RTXRTX CorpStock8,480$160.9 萬0.4%+112+1.3%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,836$148.0 萬0.4%+947+6.0%加碼–
Sterling Cap FDS85917K454CAP HEDGED EQT P58,389$146.0 萬0.4%−3,899−6.3%減碼–
MUMicron Technology IncStock1,260$145.4 萬0.4%−1,240−49.6%減碼歷史
Abrdn FDS00384X301EMER MKTS DI ETF28,423$140.4 萬0.4%−1,279−4.3%減碼–
SPCXSpace Exploration Technologies CorpCLASS A COM STK8,037$137.3 萬0.4%+8,037新進歷史
iShares Tr46435G326CORE MSCI INTL15,350$136.6 萬0.3%−1,348−8.1%減碼–
Aim ETF Products Trust00888H752ALLIA US MAY ETF38,784$134.9 萬0.3%+38,784新進–
VanEck Semiconductor ETF92189F676ETF2,048$134.3 萬0.3%−590−22.4%減碼–
AAPLApple Inc.Stock4,690$133.4 萬0.3%+84+1.8%加碼歷史
GEGeneral Electric CoStock3,532$132.0 萬0.3%−1,180−25.0%減碼歷史
Roundhill ETF Trust77926X320MEMORY ETF16,947$125.2 萬0.3%+16,947新進–
Sterling Cap FDS85917K462CAPITAL MULTI48,425$121.7 萬0.3%+3,424+7.6%加碼–
KOCoca Cola CoStock14,615$118.8 萬0.3%−966−6.2%減碼歷史
Aim ETF Products Trust00888H646ALLIANZIM U S LA34,475$106.3 萬0.3%+33,560+3,667.8%加碼–
GOOGLAlphabet Inc.Stock2,891$103.3 萬0.3%−675−18.9%減碼歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH16,332$101.4 萬0.3%+15,721+2,573.0%加碼–
STRLSterling Infrastructure, Inc.COM1,206$101.2 萬0.3%−355−22.7%減碼歷史
Elevation Series Trust210322608TRUE SE BUFF ETF35,845$98.9 萬0.3%+20,940+140.5%加碼–
WTRGEssential Utilities, Inc.COM24,402$93.5 萬0.2%+1,265+5.5%加碼歷史
Schwab US Tips ETF808524870ETF35,038$92.8 萬0.2%−35,022−50.0%減碼–
DELLDell Technologies Inc.Stock2,149$92.7 萬0.2%+2,141+26,762.5%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF9,200$91.1 萬0.2%−929−9.2%減碼–
ITWIllinois Tool Works IncStock3,351$90.6 萬0.2%−157−4.5%減碼歷史
Aim ETF Products Trust00888H737ALLIA US JUN ETF25,625$88.1 萬0.2%+25,625新進–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,498$85.7 萬0.2%+906+25.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF12,005$85.5 萬0.2%+650+5.7%加碼–
CMECME Group Inc.COM3,679$81.2 萬0.2%+318+9.5%加碼歷史
RRyder System IncCOM3,036$80.1 萬0.2%−1,141−27.3%減碼歷史
Simplify Exchange Traded Fun82889N657SHORT TERM TREA38,296$78.2 萬0.2%+35+0.1%加碼–
GEVGE Vernova Inc.Stock635$74.6 萬0.2%−11−1.7%減碼歷史
STXSeagate Technology Holdings plcORD SHS745$71.9 萬0.2%−419−36.0%減碼歷史
CINFCincinnati Financial CorpCOM3,882$71.9 萬0.2%−277−6.7%減碼歷史
EDConsolidated Edison IncStock6,168$68.2 萬0.2%−345−5.3%減碼歷史
Aim ETF Products Trust00888H760ALLIANZIM US EQT17,467$68.1 萬0.2%+17,467新進–
IDAIdacorp IncCOM4,501$68.1 萬0.2%−297−6.2%減碼歷史
PLDPrologis, Inc.REIT4,849$65.7 萬0.2%−484−9.1%減碼歷史
NINisource Inc.COM13,808$65.7 萬0.2%−786−5.4%減碼歷史
CSCOCisco Systems, Inc.Stock5,464$64.2 萬0.2%−3,533−39.3%減碼歷史
CNACna Financial CorpCOM13,145$63.9 萬0.2%−391−2.9%減碼歷史
EMREmerson Electric CoStock4,395$62.9 萬0.2%−92−2.1%減碼歷史
SJMJ M SMUCKER CoStock5,566$62.6 萬0.2%−278−4.8%減碼歷史
REGRegency Centers CorpCOM7,665$61.1 萬0.2%−449−5.5%減碼歷史
EXCExelon CorpStock13,106$61.1 萬0.2%−663−4.8%減碼歷史
VRTVertiv Holdings CoCOM CL A1,814$60.8 萬0.2%+457+33.7%加碼歷史
WECWec Energy Group, Inc.Stock5,183$60.5 萬0.2%−138−2.6%減碼歷史
DLRDigital Realty Trust, Inc.COM3,365$60.4 萬0.2%−210−5.9%減碼歷史
GDGeneral Dynamics CorpStock1,688$59.8 萬0.2%+715+73.5%加碼歷史
iShares Tr46435U135CYBERSECURITY9,785$59.4 萬0.2%+9,354+2,170.3%加碼–
ALLEAllegion plcORD SHS4,179$58.7 萬0.1%+185+4.6%加碼歷史
AFLAflac IncStock4,954$58.1 萬0.1%−264−5.1%減碼歷史
iShares Tr464288760US AER DEF ETF2,386$57.8 萬0.1%−565−19.1%減碼–
Vanguard World FD921910816MEGA GRWTH IND6,550$57.6 萬0.1%+2,555+64.0%加碼依 5 比 1 拆股換算–
CVXChevron CorpStock3,442$57.1 萬0.1%+62+1.8%加碼歷史
ATROAstronics CorpCOM6,919$56.2 萬0.1%−4,837−41.1%減碼歷史
iShares S&P 500 Growth ETF464287309ETF4,004$55.1 萬0.1%+77+2.0%加碼–
MSFTMicrosoft CorpStock1,442$53.8 萬0.1%+7+0.5%加碼歷史
PIMCO ETF Tr72201R577ULTR SH GO AC FD5,276$53.2 萬0.1%+3,082+140.5%加碼–
LMTLockheed Martin CorpStock1,044$53.2 萬0.1%−41−3.8%減碼歷史
Fidelity Covington Trust316092162DISRU COMMU ETF10,491$52.4 萬0.1%+10,050+2,278.9%加碼–
AMZNAmazon Com IncStock2,188$52.1 萬0.1%−86−3.8%減碼歷史
iShares Semiconductor ETF464287523ETF798$51.1 萬0.1%−264−24.9%減碼–
WDCWestern Digital CorpCOM771$49.3 萬0.1%−901−53.9%減碼歷史
Fidelity Covington Trust316092170DISRU AUTOM ETF11,693$46.3 萬0.1%+11,197+2,257.5%加碼–
ABBVAbbVie Inc.Stock1,821$45.8 萬0.1%−1,242−40.5%減碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR1,364$45.5 萬0.1%+1,364新進歷史
Fidelity Covington Trust316092154DISRUPTIVE FIN E13,523$44.7 萬0.1%+12,991+2,441.9%加碼–
iShares Tr46434V613CORE UNIVRSL USD9,394$43.4 萬0.1%−595−6.0%減碼–
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT3,497$42.7 萬0.1%+424+13.8%加碼–
GPCGenuine Parts CoStock3,459$40.8 萬0.1%−2,515−42.1%減碼歷史
GSGoldman Sachs Group IncStock399$40.3 萬0.1%−12−2.9%減碼歷史
NTESNetEase, Inc.SPONSORED ADS3,125$40.0 萬0.1%+523+20.1%加碼歷史
HWMHowmet Aerospace Inc.Stock1,489$40.0 萬0.1%+124+9.1%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF4,396$39.5 萬0.1%+2,013+84.5%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT5,747$39.1 萬0.1%−769−11.8%減碼–
Elevation Series Trust210322798TRUE ST SEPT ETF8,602$39.1 萬0.1%−970−10.1%減碼–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,372$38.9 萬0.1%+25+1.9%加碼–

2026 年第 1 季之後清倉(141 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 141 檔。

Kingdom Financial Group LLC. 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
XOMExxonMobil Holdings CorpCOM9,152$155.3 萬0.4%歷史
Aim ETF Products Trust00888H877ALLIANZIM US EQT29,115$98.4 萬0.3%–
Aim ETF Products Trust00888H505ALLIA US OCT ETF23,377$89.9 萬0.3%–
Aim ETF Products Trust00888H687ALLIANZIM US EQT24,228$76.5 萬0.2%–
Aim ETF Products Trust00888H406ALLIANZIM US EQT16,371$63.5 萬0.2%–
HONHoneywell International IncCOM2,590$58.5 萬0.2%歷史
Aim ETF Products Trust00888H521ALLIANZIM US EQU21,630$57.5 萬0.2%–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD4,913$21.4 萬0.1%–
WisdomTree Tr97717X511YIELD ENHANCD US4,483$19.5 萬0.1%–
First Tr Exchange-Traded FD336917109SHS3,684$18.7 萬0.1%–
OKEONEOK IncCOM2,009$18.2 萬0.1%歷史
Elevation Series Trust210322814TRUESHARES STRUC4,289$17.4 萬<0.1%–
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT4,404$16.8 萬<0.1%–
FOLDAmicus Therapeutics, Inc.COM11,327$16.4 萬<0.1%歷史
CRUSCirrus Logic, Inc.Stock969$14.0 萬<0.1%歷史
Principal Exchange Traded FD74255Y870US MEGA CP ETF2,034$13.1 萬<0.1%–
Aim ETF Products Trust00888H570ALLIANZIM EQ BUF4,248$12.1 萬<0.1%–
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY6,395$10.7 萬<0.1%–
Elevation Series Trust210322780TRUESHARES OCT2,262$9.30 萬<0.1%–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME2,016$8.71 萬<0.1%–
Schwab U.S. Large-Cap ETF808524201ETF3,117$7.99 萬<0.1%–
Simplify Exchange Traded Fun82889N301US EQT PLS UPSID1,770$7.82 萬<0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF1,360$7.69 萬<0.1%–
Aim ETF Products Trust00888H695ALLIANZIM US LRG1,957$6.72 萬<0.1%–
iShares MSCI Eafe ETF464287465ETF621$6.03 萬<0.1%–
Aim ETF Products Trust00888H703ALLIANZIM US EQT1,447$5.80 萬<0.1%–
NOCNorthrop Grumman CorpStock82$5.60 萬<0.1%歷史
iShares Tr464287234MSCI EMG MKT ETF947$5.38 萬<0.1%–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF2,686$4.77 萬<0.1%–
iShares Tr464288307MRGSTR MD CP GRW531$4.18 萬<0.1%–
iShares Tr46434V878ULTRA SHORT DUR746$3.78 萬<0.1%–
Pacer US Cash Cows 100 ETF69374H881ETF578$3.62 萬<0.1%–
OIIOceaneering International IncStock1,000$3.55 萬<0.1%歷史
PPCPilgrims Pride CorpStock928$3.50 萬<0.1%歷史
Schwab U.S. Mid-Cap ETF808524508ETF1,084$3.36 萬<0.1%–
SPDR Series Trust78464A383ST STR BACKE ETF1,271$2.85 萬<0.1%–
UTHRUnited Therapeutics CorpCOM46$2.73 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD218$2.58 萬<0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF271$2.51 萬<0.1%–
iShares Tr464287341GLOBAL ENERG ETF434$2.50 萬<0.1%–
PGRProgressive CorpStock125$2.48 萬<0.1%歷史
Aim ETF Products Trust00888H653ALLIANZIM US EQU844$2.45 萬<0.1%–
Vanguard Health Care ETF92204A504ETF88$2.40 萬<0.1%–
iShares Tr464288158SHRT NAT MUN ETF189$2.02 萬<0.1%–
ARWRArrowhead Pharmaceuticals, Inc.COM311$1.95 萬<0.1%歷史
XYLXylem Inc.COM150$1.80 萬<0.1%歷史
SPDR Series Trust78468R804ST STR R1K LOWV99$1.77 萬<0.1%–
American Centy ETF Tr025072323AVAN US SMAL ETF276$1.72 萬<0.1%–
SRESempraStock167$1.62 萬<0.1%歷史
iShares Tr46434V381FUTU EXPO TE ETF231$1.58 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP356$1.51 萬<0.1%–
CRWDCrowdStrike Holdings, Inc.Stock34$1.33 萬<0.1%歷史
Vanguard Industrials ETF92204A603ETF36$1.13 萬<0.1%–
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF382$1.10 萬<0.1%–
ACGLArch Capital Group Ltd.Stock112$1.08 萬<0.1%歷史
SPDR Ser Tr78468R648S&P KENSHO NEW184$1.07 萬<0.1%–
RJFRaymond James Financial IncCOM73$1.06 萬<0.1%歷史
Harbor ETF Trust41151J505COMM ALL WEA ETF330$1.02 萬<0.1%–
IXOrix CorpSPONSORED ADR328$9,837<0.1%歷史
EOGEOG Resources IncStock64$9,321<0.1%歷史
PAGPenske Automotive Group, Inc.COM61$9,186<0.1%歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS534$9,062<0.1%歷史
ABTAbbott LaboratoriesStock75$7,688<0.1%歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL145$7,653<0.1%–
BMOBank of MontrealCOM54$7,308<0.1%歷史
BHPBHP Group LtdADR97$7,056<0.1%歷史
Innovator ETFs Trust45783Y111EQUI DEFI 1 AUG259$6,896<0.1%–
INGING Groep NVSPONSORED ADR257$6,695<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF56$6,637<0.1%–
Aim ETF Products Trust00888H554ALLIANZIM US EQU234$6,552<0.1%–
PKSTPeakstone Realty TrustCommon Stock297$6,204<0.1%歷史
TMToyota Motor CorpADS30$6,183<0.1%歷史
Aim ETF Products Trust00888H539ALLIANZIM US EQU219$6,167<0.1%–
Aim ETF Products Trust00888H547ALLIANZIM US EQT220$6,073<0.1%–
MLIMueller Industries IncCOM54$5,998<0.1%歷史
IPInternational Paper CoCOM161$5,731<0.1%歷史
Flexshares Tr33939L662HIG YLD VL ETF141$5,648<0.1%–
Flexshares Tr33939L886ULTR SHO INC FD72$5,429<0.1%–
MMM3M CoStock37$5,374<0.1%歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC112$5,260<0.1%–
Dimensional Emerging Core Equity Market ETF25434V302ETF150$5,079<0.1%–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF219$5,037<0.1%–
BTIBritish American Tobacco p.l.c.SPONSORED ADR83$4,853<0.1%歷史
ICCMIceCure Medical Ltd.SHS NEW16,000$4,816<0.1%歷史
AIZAssurant, Inc.Stock22$4,807<0.1%歷史
HOLXHologic IncCOM62$4,687<0.1%歷史
Innovator ETFs Trust45784N874GROWTH 100 PWR B167$4,653<0.1%–
IDRIdaho Strategic Resources, Inc.COM NEW144$4,625<0.1%歷史
ULUnilever PLCSPON ADR NEW72$4,102<0.1%歷史
BCEBce IncCOM NEW155$3,925<0.1%歷史
CASYCaseys General Stores IncCOM5$3,639<0.1%歷史
DOCUDocuSign, Inc.Stock69$3,271<0.1%歷史
Innovator ETFs Trust45782C615GRWT100 PWR BUF51$2,875<0.1%–
BIIBBiogen Inc.COM15$2,750<0.1%歷史
ULTAUlta Beauty, Inc.Stock5$2,614<0.1%歷史
HIMSHims & Hers Health, Inc.Stock116$2,408<0.1%歷史
EMEEMCOR Group, Inc.Stock3$2,215<0.1%歷史
TRUTransUnionCOM31$2,129<0.1%歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF80$1,999<0.1%–
Ssga Active ETF Tr78467V400GLOBL ALLO ETF39$1,954<0.1%–