KELLY FINANCIAL GROUP LLC
Wethersfield CT · SEC CIK 0001128066
$6.75亿2026Q1 申报市值
100持仓数
79.4%前十大占比 · 第一大 41.3%
6 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JIRE 新建仓+$3,760.00万
JEMA 加仓+$325.22万
IWF 加仓+$116.31万
JMOM 加仓+$96.35万
JCPB 加仓+$93.03万
2026Q1 卖出最多 按季末市值估算
BBIN 减仓-$3,481.69万
BBUS 减仓-$205.77万
AGG 减仓-$179.32万
DFIV 减仓-$33.91万
DFLV 减仓-$31.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOYA | VOYA FINANCIAL INC | $2.79亿 | 41.29% | 4,077,462 | 5,360 | 0.1% | $36.62万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $5,832.64万 | 8.64% | 497,791 | -17,562 | -3.4% | -$205.77万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $3,760.00万 | 5.57% | 496,488 | 496,488 | — | $3,760.00万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,075.93万 | 4.56% | 653,344 | 19,759 | 3.1% | $93.03万 | 加仓 |
| LDUR | PIMCO ETF TR | $2,709.57万 | 4.02% | 282,777 | 7,958 | 2.9% | $76.25万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2,517.07万 | 3.73% | 483,823 | 62,512 | 14.8% | $325.22万 | 加仓 |
| IWF | ISHARES TR | $2,069.48万 | 3.07% | 48,539 | 2,728 | 6.0% | $116.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,044.43万 | 3.03% | 327,391 | 1,076 | 0.3% | $6.72万 | 加仓 |
| AGG | ISHARES TR | $1,897.22万 | 2.81% | 191,117 | -18,064 | -8.6% | -$179.32万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,828.49万 | 2.71% | 185,130 | 3,138 | 1.7% | $30.99万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,657.70万 | 2.46% | 270,353 | 9,980 | 3.8% | $61.19万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,506.93万 | 2.23% | 422,016 | -8,791 | -2.0% | -$31.39万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $963.83万 | 1.43% | 286,288 | -8,544 | -2.9% | -$28.76万 | 减仓 |
| USMV | ISHARES TR | $853.52万 | 1.26% | 92,037 | 2,765 | 3.1% | $25.64万 | 加仓 |
| AAPL | APPLE INC | $779.53万 | 1.16% | 31,049 | -449 | -1.4% | -$11.27万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $549.85万 | 0.81% | 119,351 | 1,784 | 1.5% | $8.22万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $497.03万 | 0.74% | 94,184 | -6,426 | -6.4% | -$33.91万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $478.08万 | 0.71% | 65,383 | -476,159 | -87.9% | -$3,481.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $372.86万 | 0.55% | 10,107 | 5 | 0.0% | $1,845 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $366.37万 | 0.54% | 53,942 | 14,186 | 35.7% | $96.35万 | 加仓 |
| IWY | ISHARES TR | $353.50万 | 0.52% | 14,206 | 1,078 | 8.2% | $26.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $328.38万 | 0.49% | 17,110 | -385 | -2.2% | -$7.39万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $311.74万 | 0.46% | 67,535 | -562 | -0.8% | -$2.59万 | 减仓 |
| IXUS | ISHARES TR | $280.14万 | 0.42% | 32,334 | -1,000 | -3.0% | -$8.66万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $278.67万 | 0.41% | 111,870 | 24,687 | 28.3% | $61.50万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $268.01万 | 0.40% | 105,850 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $254.41万 | 0.38% | 24,423 | 19 | 0.1% | $1,979 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $153.88万 | 0.23% | 21,252 | -3,770 | -15.1% | -$27.30万 | 减仓 |
| IWM | ISHARES TR | $152.94万 | 0.23% | 6,167 | -167 | -2.6% | -$4.14万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $138.06万 | 0.20% | 45,280 | -2,160 | -4.6% | -$6.59万 | 减仓 |
| AMZN | AMAZON COM INC | $133.01万 | 0.20% | 6,440 | -70 | -1.1% | -$1.45万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $131.77万 | 0.20% | 10,913 | -182 | -1.6% | -$2.20万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $122.57万 | 0.18% | 12,959 | -371 | -2.8% | -$3.51万 | 减仓 |
| SCZ | ISHARES TR | $110.57万 | 0.16% | 14,101 | -241 | -1.7% | -$1.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $96.67万 | 0.14% | 2,018 | 141 | 7.5% | $6.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $96.29万 | 0.14% | 6,667 | 1 | 0.0% | $144 | 加仓 |
| IUSB | ISHARES TR | $91.92万 | 0.14% | 19,900 | 1,457 | 7.9% | $6.73万 | 加仓 |
| QUAL | ISHARES TR | $90.32万 | 0.13% | 4,710 | 42 | 0.9% | $8,054 | 加仓 |
| IEMG | ISHARES INC | $85.33万 | 0.13% | 12,236 | -602 | -4.7% | -$4.20万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $81.96万 | 0.12% | 5,591 | 47 | 0.8% | $6,890 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $78.32万 | 0.12% | 23,404 | 12,450 | 113.7% | $41.66万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $76.34万 | 0.11% | 25,388 | 8,751 | 52.6% | $26.31万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $72.83万 | 0.11% | 11,723 | 570 | 5.1% | $3.54万 | 加仓 |
| IVV | ISHARES TR | $69.67万 | 0.10% | 1,067 | 38 | 3.7% | $2.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $65.59万 | 0.10% | 1,327 | 2 | 0.2% | $989 | 加仓 |
| NVDA | NVIDIA CORPORATION | $61.42万 | 0.09% | 3,679 | -190 | -4.9% | -$3.17万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $61.19万 | 0.09% | 4,699 | -133 | -2.8% | -$1.73万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $60.12万 | 0.09% | 8,479 | 764 | 9.9% | $5.42万 | 加仓 |
| ISCV | ISHARES TR | $59.68万 | 0.09% | 8,586 | 962 | 12.6% | $6.69万 | 加仓 |
| SLQD | ISHARES TR | $59.65万 | 0.09% | 11,815 | -406 | -3.3% | -$2.05万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $56.85万 | 0.08% | 19,555 | 12,670 | 184.0% | $36.83万 | 加仓 |
| — | EXXON MOBIL CORP | $54.42万 | 0.08% | 3,204 | -1 | -0.0% | -$170 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.22万 | 0.08% | 19,522 | 19,522 | — | $53.22万 | 新建仓 |
| ASML | ASML HLDG NV | $53.10万 | 0.08% | 402 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.31万 | 0.08% | 804 | -29 | -3.5% | -$1.89万 | 减仓 |
| PFE | PFIZER INC | $50.45万 | 0.07% | 17,969 | -566 | -3.1% | -$1.59万 | 减仓 |
| IEI | ISHARES TR | $46.42万 | 0.07% | 3,914 | -74 | -1.9% | -$8,776 | 减仓 |
| IVW | ISHARES TR | $44.88万 | 0.07% | 3,969 | 262 | 7.1% | $2.96万 | 加仓 |
| SHY | ISHARES TR | $44.71万 | 0.07% | 5,415 | -142 | -2.6% | -$1.17万 | 减仓 |
| — | HONEYWELL INTL INC | $43.64万 | 0.06% | 1,933 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $42.84万 | 0.06% | 3,449 | 245 | 7.6% | $3.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.73万 | 0.06% | 16,435 | 16,435 | — | $41.73万 | 新建仓 |
| T | AT&T INC | $39.22万 | 0.06% | 13,534 | 2,403 | 21.6% | $6.96万 | 加仓 |
| ES | EVERSOURCE ENERGY | $39.05万 | 0.06% | 5,637 | -216 | -3.7% | -$1.50万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $38.42万 | 0.06% | 7,145 | 7,145 | — | $38.42万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $38.35万 | 0.06% | 1,306 | 9 | 0.7% | $2,643 | 加仓 |
| EFV | ISHARES TR | $37.00万 | 0.05% | 4,977 | -130 | -2.5% | -$9,665 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $34.60万 | 0.05% | 10,188 | 538 | 5.6% | $1.83万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $34.36万 | 0.05% | 5,906 | 190 | 3.3% | $1.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.95万 | 0.05% | 1,308 | 182 | 16.2% | $4.45万 | 加仓 |
| MRK | MERCK & CO INC | $31.33万 | 0.05% | 2,605 | 5 | 0.2% | $601 | 加仓 |
| MCD | MCDONALDS CORP | $31.23万 | 0.05% | 1,005 | 40 | 4.1% | $1.24万 | 加仓 |
| KO | COCA COLA CO | $31.06万 | 0.05% | 4,083 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $30.47万 | 0.05% | 6,253 | -409 | -6.1% | -$1.99万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.44万 | 0.05% | 1,040 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.96万 | 0.04% | 1,812 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $29.13万 | 0.04% | 6,083 | 963 | 18.8% | $4.61万 | 加仓 |
| EFG | ISHARES TR | $28.10万 | 0.04% | 2,523 | 516 | 25.7% | $5.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $27.89万 | 0.04% | 956 | -3 | -0.3% | -$875 | 减仓 |
| META | META PLATFORMS INC | $27.43万 | 0.04% | 490 | -19 | -3.7% | -$1.06万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $26.32万 | 0.04% | 5,432 | 431 | 8.6% | $2.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.08万 | 0.04% | 4,601 | 686 | 17.5% | $3.89万 | 加仓 |
| HDV | ISHARES TR | $25.27万 | 0.04% | 1,862 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $24.37万 | 0.04% | 745 | -15 | -2.0% | -$4,906 | 减仓 |
| GOVT | ISHARES TR | $24.04万 | 0.04% | 10,494 | 10,494 | — | $24.04万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.04万 | 0.04% | 2,623 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $23.29万 | 0.03% | 3,853 | 284 | 8.0% | $1.72万 | 加仓 |
| DVY | ISHARES TR | $23.18万 | 0.03% | 1,531 | -130 | -7.8% | -$1.97万 | 减仓 |
| IAGG | ISHARES TR | $23.17万 | 0.03% | 4,631 | 479 | 11.5% | $2.40万 | 加仓 |
| IYW | ISHARES TR | $22.71万 | 0.03% | 1,252 | 1 | 0.1% | $181 | 加仓 |
| HD | HOME DEPOT INC | $22.69万 | 0.03% | 690 | -4 | -0.6% | -$1,315 | 减仓 |
| CAT | CATERPILLAR INC | $22.46万 | 0.03% | 317 | 317 | — | $22.46万 | 新建仓 |
| TLH | ISHARES TR | $22.34万 | 0.03% | 2,218 | 66 | 3.1% | $6,648 | 加仓 |
| NOBL | PROSHARES TR | $22.05万 | 0.03% | 2,080 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.74万 | 0.03% | 900 | -6 | -0.7% | -$1,449 | 减仓 |
| TSLA | TESLA INC | $21.19万 | 0.03% | 577 | -5 | -0.9% | -$1,837 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.04万 | 0.03% | 7,239 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $20.72万 | 0.03% | 651 | -335 | -34.0% | -$10.66万 | 减仓 |
| MBB | ISHARES TR | $20.49万 | 0.03% | 2,158 | 19 | 0.9% | $1,804 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $17.78万 | 0.03% | 17,260 | -1,075 | -5.9% | -$1.11万 | 减仓 |