Kessler Investment Group, LLC
COLUMBUS IN · SEC CIK 0001525947
$2.34亿2026Q2 申报市值
81持仓数
49.5%前十大占比 · 第一大 8.5%
8 / 8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
KLAC 新建仓+$1,255.99万
NOW 新建仓+$708.10万
CRM 加仓+$517.93万
UPS 新建仓+$442.92万
DOCN 新建仓+$366.71万
2026Q2 卖出最多 按季末市值估算
MSFT 清仓-$714.28万
GILD 清仓-$694.12万
VMC 清仓-$657.14万
OSK 清仓-$637.27万
WFC 清仓-$549.53万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -19,296 | -100.0% | -$714.28万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -49,804 | -100.0% | -$694.12万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -24,133 | -100.0% | -$657.14万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -43,290 | -100.0% | -$637.27万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -69,028 | -100.0% | -$549.53万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -131,563 | -100.0% | -$544.41万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -13,470 | -100.0% | -$473.20万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,999 | -100.0% | -$20.31万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $9.50万 | 0.04% | 14,686 | -600 | -3.9% | -$3,882 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.55万 | 0.09% | 279 | 279 | — | $20.55万 | 新建仓 |
| CME | CME GROUP INC | $20.58万 | 0.09% | 932 | 11 | 1.2% | $2,429 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $21.21万 | 0.09% | 2,295 | -3,747 | -62.0% | -$34.63万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $23.76万 | 0.10% | 2,780 | 107 | 4.0% | $9,146 | 加仓 |
| ORCL | ORACLE CORP | $24.83万 | 0.11% | 1,694 | 19 | 1.1% | $2,784 | 加仓 |
| HSY | HERSHEY CO | $25.88万 | 0.11% | 1,475 | 21 | 1.4% | $3,684 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.05万 | 0.12% | 852 | -100 | -10.5% | -$3.18万 | 减仓 |
| PCAR | PACCAR INC | $27.10万 | 0.12% | 2,256 | 31 | 1.4% | $3,724 | 加仓 |
| TJX | TJX COS INC NEW | $27.32万 | 0.12% | 1,803 | 22 | 1.2% | $3,333 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $28.90万 | 0.12% | 3,185 | 3,185 | — | $28.90万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $29.23万 | 0.12% | 7,074 | 112 | 1.6% | $4,628 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $29.63万 | 0.13% | 6,729 | -2,516 | -27.2% | -$11.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.49万 | 0.13% | 931 | 15 | 1.6% | $5,074 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $33.12万 | 0.14% | 2,517 | 39 | 1.6% | $5,132 | 加仓 |
| T | AT&T INC | $33.47万 | 0.14% | 16,170 | 316 | 2.0% | $6,541 | 加仓 |
| PII | POLARIS INC | $34.43万 | 0.15% | 5,030 | 70 | 1.4% | $4,791 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $37.07万 | 0.16% | 6,980 | -7,239 | -50.9% | -$38.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $37.20万 | 0.16% | 4,238 | 58 | 1.4% | $5,091 | 加仓 |
| CINF | CINCINNATI FINL CORP | $38.69万 | 0.17% | 2,090 | 30 | 1.5% | $5,554 | 加仓 |
| WMB | WILLIAMS COS INC | $38.89万 | 0.17% | 5,231 | 68 | 1.3% | $5,055 | 加仓 |
| ABBV | ABBVIE INC | $39.91万 | 0.17% | 1,586 | 21 | 1.3% | $5,284 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $40.06万 | 0.17% | 1,081 | 6 | 0.6% | $2,224 | 加仓 |
| SBUX | STARBUCKS CORP | $40.42万 | 0.17% | 3,955 | 50 | 1.3% | $5,109 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.23万 | 0.18% | 824 | 10 | 1.2% | $5,004 | 加仓 |
| KO | COCA COLA CO | $41.51万 | 0.18% | 5,108 | 45 | 0.9% | $3,657 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $41.92万 | 0.18% | 7,436 | 76 | 1.0% | $4,284 | 加仓 |
| IWM | ISHARES TR | $42.93万 | 0.18% | 1,429 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $45.95万 | 0.20% | 1,242 | 9 | 0.7% | $3,330 | 加仓 |
| NUE | NUCOR CORP | $46.06万 | 0.20% | 2,068 | 7 | 0.3% | $1,559 | 加仓 |
| USB | US BANCORP | $47.77万 | 0.20% | 7,909 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $50.75万 | 0.22% | 30,489 | 476 | 1.6% | $7,923 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $51.51万 | 0.22% | 4,392 | 4,392 | — | $51.51万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $51.79万 | 0.22% | 27,882 | 372 | 1.4% | $6,910 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $52.65万 | 0.22% | 11,613 | 2,573 | 28.5% | $11.67万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $56.99万 | 0.24% | 679 | -5 | -0.7% | -$4,197 | 减仓 |
| CMI | CUMMINS INC | $59.98万 | 0.26% | 841 | 7 | 0.8% | $4,992 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $69.84万 | 0.30% | 15,483 | -85 | -0.5% | -$3,834 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $72.63万 | 0.31% | 4,578 | -1,182 | -20.5% | -$18.75万 | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $72.85万 | 0.31% | 14,332 | 4,208 | 41.6% | $21.39万 | 加仓 |
| GAP | GAP INC | $83.14万 | 0.35% | 44,505 | -115 | -0.3% | -$2,148 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $84.67万 | 0.36% | 15,794 | -6,373 | -28.7% | -$34.17万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $88.31万 | 0.38% | 8,243 | 569 | 7.4% | $6.10万 | 加仓 |
| IBB | ISHARES TR | $105.48万 | 0.45% | 5,546 | -168 | -2.9% | -$3.20万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $117.45万 | 0.50% | 59,876 | 52 | 0.1% | $1,020 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $118.89万 | 0.51% | 60,890 | 505 | 0.8% | $9,860 | 加仓 |
| IVW | ISHARES TR | $153.32万 | 0.65% | 11,148 | -389 | -3.4% | -$5.35万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $153.65万 | 0.66% | 8,295 | 2,436 | 41.6% | $45.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $166.96万 | 0.71% | 11,663 | -59 | -0.5% | -$8,446 | 减仓 |
| IRM | IRON MTN INC DEL | $184.34万 | 0.79% | 14,594 | -63 | -0.4% | -$7,958 | 减仓 |
| BAC | BANK OF AMER CORP | $216.48万 | 0.92% | 37,993 | -161 | -0.4% | -$9,174 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $217.82万 | 0.93% | 11,433 | 5,331 | 87.4% | $101.57万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $244.19万 | 1.04% | 13,498 | -66 | -0.5% | -$1.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $265.72万 | 1.13% | 9,449 | -46 | -0.5% | -$1.29万 | 减仓 |
| RDW | REDWIRE CORPORATION | $281.45万 | 1.20% | 230,133 | 230,133 | — | $281.45万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $282.85万 | 1.21% | 24,244 | -555 | -2.2% | -$6.48万 | 减仓 |
| LAES | SEALSQ CORP | $307.27万 | 1.31% | 975,458 | -18,321 | -1.8% | -$5.77万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $330.17万 | 1.41% | 170,898 | 5,057 | 3.0% | $9.77万 | 加仓 |
| MSTR | STRATEGY INC | $347.13万 | 1.48% | 39,932 | -816 | -2.0% | -$7.09万 | 减仓 |
| LLY | ELI LILLY & CO | $350.59万 | 1.50% | 2,923 | -18 | -0.6% | -$2.16万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $358.63万 | 1.53% | 3,546 | -44 | -1.2% | -$4.45万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $366.71万 | 1.57% | 23,353 | 23,353 | — | $366.71万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $442.92万 | 1.89% | 41,202 | 41,202 | — | $442.92万 | 新建仓 |
| ARQQ | ARQIT QUANTUM INC | $455.03万 | 1.94% | 153,105 | -4,464 | -2.8% | -$13.27万 | 减仓 |
| GLW | CORNING INC | $577.43万 | 2.47% | 22,606 | -320 | -1.4% | -$8.17万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $596.80万 | 2.55% | 218,128 | -98,758 | -31.2% | -$270.20万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $633.92万 | 2.71% | 100,798 | -1,840 | -1.8% | -$11.57万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $664.72万 | 2.84% | 17,049 | -294 | -1.7% | -$11.46万 | 减仓 |
| GLD | SPDR GOLD TR | $671.19万 | 2.87% | 18,220 | -164 | -0.9% | -$6.04万 | 减仓 |
| GOOGL | ALPHABET INC | $687.04万 | 2.93% | 19,225 | -340 | -1.7% | -$12.15万 | 减仓 |
| NOW | SERVICENOW INC | $708.10万 | 3.02% | 71,324 | 71,324 | — | $708.10万 | 新建仓 |
| AAPL | APPLE INC | $728.70万 | 3.11% | 25,183 | -441 | -1.7% | -$12.76万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $825.76万 | 3.53% | 99,119 | -1,844 | -1.8% | -$15.36万 | 减仓 |
| AMZN | AMAZON COM INC | $884.88万 | 3.78% | 37,127 | -848 | -2.2% | -$20.21万 | 减仓 |
| GEV | GE VERNOVA INC | $907.70万 | 3.88% | 7,726 | -144 | -1.8% | -$16.92万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,120.05万 | 4.78% | 65,932 | -2,094 | -3.1% | -$35.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,136.95万 | 4.85% | 33,957 | -2,238 | -6.2% | -$74.93万 | 减仓 |
| KLAC | KLA CORP | $1,255.99万 | 5.36% | 41,629 | 41,629 | — | $1,255.99万 | 新建仓 |
| CRM | SALESFORCE INC | $1,275.93万 | 5.45% | 81,446 | 33,061 | 68.3% | $517.93万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,460.68万 | 6.24% | 49,885 | -2,687 | -5.1% | -$78.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,996.76万 | 8.52% | 26,165 | -1,176 | -4.3% | -$89.75万 | 减仓 |