Kessler Investment Group, LLC
COLUMBUS IN · SEC CIK 0001525947
$2.11亿2026Q1 申报市值
79持仓数
41.3%前十大占比 · 第一大 5.1%
14 / 20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
CRM 新建仓+$903.20万
BHP 新建仓+$734.40万
GLD 加仓+$717.81万
MSFT 新建仓+$714.28万
GILD 新建仓+$694.12万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$1,294.80万
ROKU 清仓-$1,263.30万
EL 清仓-$1,064.04万
NVDA 清仓-$1,021.74万
UBER 清仓-$880.33万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $1,067.42万 | 5.05% | 27,341 | -515 | -1.8% | -$20.11万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,026.89万 | 4.86% | 52,572 | -3,528 | -6.3% | -$68.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $906.97万 | 4.29% | 36,195 | -7,726 | -17.6% | -$193.60万 | 减仓 |
| CRM | SALESFORCE INC | $903.20万 | 4.27% | 48,385 | 48,385 | — | $903.20万 | 新建仓 |
| BF/A | BROWN FORMAN CORP | $848.94万 | 4.02% | 316,886 | -11,178 | -3.4% | -$29.95万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $835.22万 | 3.95% | 68,026 | -10,976 | -13.9% | -$134.76万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $820.74万 | 3.88% | 17,343 | -1,551 | -8.2% | -$73.40万 | 减仓 |
| GLD | SPDR GOLD TR | $791.05万 | 3.74% | 18,384 | 16,682 | 980.1% | $717.81万 | 加仓 |
| AMZN | AMAZON COM INC | $790.91万 | 3.74% | 37,975 | -2,061 | -5.1% | -$42.92万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $734.40万 | 3.48% | 100,963 | 100,963 | — | $734.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $714.28万 | 3.38% | 19,296 | 19,296 | — | $714.28万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $694.12万 | 3.29% | 49,804 | 49,804 | — | $694.12万 | 新建仓 |
| GEV | GE VERNOVA INC | $686.97万 | 3.25% | 7,870 | 7,870 | — | $686.97万 | 新建仓 |
| VMC | VULCAN MATLS CO | $657.14万 | 3.11% | 24,133 | 24,133 | — | $657.14万 | 新建仓 |
| AAPL | APPLE INC | $650.31万 | 3.08% | 25,624 | -3,989 | -13.5% | -$101.24万 | 减仓 |
| OSK | OSHKOSH CORP | $637.27万 | 3.02% | 43,290 | 43,290 | — | $637.27万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $603.31万 | 2.86% | 102,638 | 102,638 | — | $603.31万 | 新建仓 |
| GOOGL | ALPHABET INC | $562.61万 | 2.66% | 19,565 | -45,027 | -69.7% | -$1,294.80万 | 减仓 |
| WFC | WELLS FARGO & CO | $549.53万 | 2.60% | 69,028 | -12,847 | -15.7% | -$102.27万 | 减仓 |
| Z | ZILLOW GROUP INC | $544.41万 | 2.58% | 131,563 | 34,638 | 35.7% | $143.33万 | 加仓 |
| MSTR | STRATEGY INC | $508.54万 | 2.41% | 40,748 | 2,706 | 7.1% | $33.77万 | 加仓 |
| — | TOPBUILD COR | $473.20万 | 2.24% | 13,470 | 13,470 | — | $473.20万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $362.76万 | 1.72% | 24,799 | 24,799 | — | $362.76万 | 新建仓 |
| GLW | CORNING INC | $311.72万 | 1.48% | 22,926 | 1,077 | 4.9% | $14.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $303.71万 | 1.44% | 3,590 | 250 | 7.5% | $21.15万 | 加仓 |
| LLY | ELI LILLY & CO | $270.50万 | 1.28% | 2,941 | -15 | -0.5% | -$1.38万 | 减仓 |
| LAES | SEALSQ CORP | $260.37万 | 1.23% | 993,779 | 653,250 | 191.8% | $171.15万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $232.84万 | 1.10% | 165,841 | 112,854 | 213.0% | $158.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $230.15万 | 1.09% | 9,495 | 956 | 11.2% | $23.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $224.27万 | 1.06% | 13,564 | 1,918 | 16.5% | $31.71万 | 加仓 |
| ARQQ | ARQIT QUANTUM INC | $208.78万 | 0.99% | 157,569 | 109,720 | 229.3% | $145.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $186.00万 | 0.88% | 38,154 | 6,129 | 19.1% | $29.88万 | 加仓 |
| EMR | EMERSON ELEC CO | $153.58万 | 0.73% | 11,722 | 1,470 | 14.3% | $19.26万 | 加仓 |
| IRM | IRON MTN INC DEL | $149.71万 | 0.71% | 14,657 | 2,954 | 25.2% | $30.17万 | 加仓 |
| IVW | ISHARES TR | $130.50万 | 0.62% | 11,537 | -46 | -0.4% | -$5,203 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $117.93万 | 0.56% | 60,385 | -1,394 | -2.3% | -$2.72万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $117.41万 | 0.56% | 59,824 | 3,744 | 6.7% | $7.35万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $109.44万 | 0.52% | 22,167 | 5,134 | 30.1% | $25.35万 | 加仓 |
| GAP | GAP INC | $107.98万 | 0.51% | 44,620 | 5,529 | 14.1% | $13.38万 | 加仓 |
| IBB | ISHARES TR | $96.48万 | 0.46% | 5,714 | -11,154 | -66.1% | -$188.34万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $94.76万 | 0.45% | 5,859 | -7 | -0.1% | -$1,132 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $87.11万 | 0.41% | 14,219 | -2,036 | -12.5% | -$12.47万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $85.07万 | 0.40% | 7,674 | 1,493 | 24.2% | $16.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $81.10万 | 0.38% | 6,102 | -3,937 | -39.2% | -$52.32万 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $51.33万 | 0.24% | 27,510 | 92 | 0.3% | $1,717 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $50.59万 | 0.24% | 10,124 | 4,250 | 72.4% | $21.24万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $50.18万 | 0.24% | 30,013 | 468 | 1.6% | $7,825 | 加仓 |
| T | AT&T INC | $45.96万 | 0.22% | 15,854 | -2,050 | -11.4% | -$5.94万 | 减仓 |
| CMI | CUMMINS INC | $44.87万 | 0.21% | 834 | -809 | -49.2% | -$43.53万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $41.48万 | 0.20% | 9,040 | -7,866 | -46.5% | -$36.10万 | 减仓 |
| USB | US BANCORP | $41.13万 | 0.19% | 7,909 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $39.57万 | 0.19% | 1,233 | -81 | -6.2% | -$2.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.01万 | 0.18% | 814 | -114 | -12.3% | -$5.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $38.82万 | 0.18% | 4,180 | -872 | -17.3% | -$8.10万 | 减仓 |
| KO | COCA COLA CO | $38.50万 | 0.18% | 5,063 | 200 | 4.1% | $1.52万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.75万 | 0.18% | 9,245 | 772 | 9.1% | $3.15万 | 加仓 |
| WMB | WILLIAMS COS INC | $37.58万 | 0.18% | 5,163 | -25 | -0.5% | -$1,819 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $37.07万 | 0.18% | 15,568 | -238 | -1.5% | -$5,667 | 减仓 |
| IWM | ISHARES TR | $35.44万 | 0.17% | 1,429 | 85 | 6.3% | $2.11万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $35.16万 | 0.17% | 1,075 | -34 | -3.1% | -$1.11万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $35.03万 | 0.17% | 6,962 | 6,962 | — | $35.03万 | 新建仓 |
| SBUX | STARBUCKS CORP | $34.98万 | 0.17% | 3,905 | -375 | -8.8% | -$3.36万 | 减仓 |
| NUE | NUCOR CORP | $34.85万 | 0.16% | 2,061 | 13 | 0.6% | $2,198 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $34.19万 | 0.16% | 7,360 | 7,360 | — | $34.19万 | 新建仓 |
| ABBV | ABBVIE INC | $34.04万 | 0.16% | 1,565 | 188 | 13.7% | $4.09万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $33.72万 | 0.16% | 2,478 | -9 | -0.4% | -$1,225 | 减仓 |
| CINF | CINCINNATI FINL CORP | $32.41万 | 0.15% | 2,060 | 15 | 0.7% | $2,360 | 加仓 |
| HSY | HERSHEY CO | $30.23万 | 0.14% | 1,454 | -67 | -4.4% | -$1.39万 | 减仓 |
| TJX | TJX COS INC NEW | $28.44万 | 0.13% | 1,781 | -82 | -4.4% | -$1.31万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $27.86万 | 0.13% | 684 | -7 | -1.0% | -$2,851 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $27.71万 | 0.13% | 916 | -173 | -15.9% | -$5.23万 | 减仓 |
| CME | CME GROUP INC | $27.20万 | 0.13% | 921 | -4 | -0.4% | -$1,181 | 减仓 |
| PII | POLARIS INC | $27.03万 | 0.13% | 4,960 | 47 | 1.0% | $2,562 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.20万 | 0.12% | 952 | -4,035 | -80.9% | -$111.03万 | 减仓 |
| PCAR | PACCAR INC | $25.70万 | 0.12% | 2,225 | -10 | -0.4% | -$1,155 | 减仓 |
| ORCL | ORACLE CORP | $24.64万 | 0.12% | 1,675 | -11 | -0.7% | -$1,618 | 减仓 |
| VXUS | VANGUARD STAR FDS | $20.61万 | 0.10% | 2,673 | 2,673 | — | $20.61万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $20.31万 | 0.10% | 3,999 | 3,999 | — | $20.31万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $10.50万 | 0.05% | 15,286 | -935 | -5.8% | -$6,423 | 减仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -116,444 | -100.0% | -$1,263.30万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -101,608 | -100.0% | -$1,064.04万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -54,785 | -100.0% | -$1,021.74万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -107,738 | -100.0% | -$880.33万 | 清仓 |
| GOOS | CANADA GOOSE HLDGS INC | $0 | 0.00% | 0 | -678,892 | -100.0% | -$879.17万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -17,401 | -100.0% | -$609.02万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -125,204 | -100.0% | -$444.60万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -161,829 | -100.0% | -$423.67万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -113,190 | -100.0% | -$367.53万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -28,103 | -100.0% | -$317.84万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -12,029 | -100.0% | -$192.58万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -37,518 | -100.0% | -$105.09万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -18,329 | -100.0% | -$79.88万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,373 | -100.0% | -$62.25万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -1,272 | -100.0% | -$39.76万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -3,937 | -100.0% | -$34.22万 | 清仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -6,506 | -100.0% | -$28.20万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,381 | -100.0% | -$23.62万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -695 | -100.0% | -$21.81万 | 清仓 |