KELLY FINANCIAL GROUP LLC
Wethersfield CT · SEC CIK 0001128066
$8.15亿2026Q2 申报市值
107持仓数
80.7%前十大占比 · 第一大 45.3%
10 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BBUS 加仓+$378.04万
NN 新建仓+$273.78万
LDUR 加仓+$159.33万
JCPB 加仓+$157.14万
J P MORGAN EXCHA 加仓+$150.81万
2026Q2 卖出最多 按季末市值估算
JIRE 减仓-$308.82万
FG 清仓-$268.01万
EXXON MOBIL CORP 清仓-$54.42万
GOVT 清仓-$24.04万
TLH 清仓-$22.34万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,953.60万 | 2.40% | 270,282 | -71 | -0.0% | -$5,132 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,961.15万 | 2.41% | 200,552 | 15,422 | 8.3% | $150.81万 | 加仓 |
| AGG | ISHARES TR | $2,021.22万 | 2.48% | 204,205 | 13,088 | 6.8% | $129.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,306.22万 | 2.83% | 329,931 | 2,540 | 0.8% | $17.75万 | 加仓 |
| IWF | ISHARES TR | $2,464.13万 | 3.02% | 198,448 | 4,292 | 2.2% | $53.29万 | 加仓 |
| LDUR | PIMCO ETF TR | $2,862.97万 | 3.51% | 299,442 | 16,665 | 5.9% | $159.33万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $3,131.60万 | 3.84% | 490,232 | 6,409 | 1.3% | $40.94万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,223.93万 | 3.96% | 686,820 | 33,476 | 5.1% | $157.14万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,786.71万 | 4.65% | 459,051 | -37,437 | -7.5% | -$308.82万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $7,084.28万 | 8.69% | 525,852 | 28,061 | 5.6% | $378.04万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $3.69亿 | 45.29% | 4,077,462 | 0 | 0.0% | — | 不变 |