Kelman-Lazarov, Inc.
MEMPHIS TN · SEC CIK 0001672067
$7.63亿2026Q2 申报市值
154持仓数
53.9%前十大占比 · 第一大 9.6%
13 / 2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
STIP 加仓+$94.23万
SPYM 加仓+$80.59万
VCRM 加仓+$74.86万
BSV 加仓+$72.17万
GBIL 加仓+$60.43万
2026Q2 卖出最多 按季末市值估算
GSLC 减仓-$105.91万
FNDE 减仓-$98.58万
FNDX 减仓-$65.27万
MSFT 减仓-$64.93万
AVEM 减仓-$57.07万
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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,813 | -100.0% | -$23.93万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,275 | -100.0% | -$21.72万 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $1.04万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $20.00万 | 0.03% | 1,224 | 1,224 | — | $20.00万 | 新建仓 |
| V | VISA INC | $20.15万 | 0.03% | 587 | 587 | — | $20.15万 | 新建仓 |
| MMM | 3M CO | $20.37万 | 0.03% | 1,258 | -116 | -8.4% | -$1.88万 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $20.63万 | 0.03% | 902 | 902 | — | $20.63万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $20.63万 | 0.03% | 690 | 690 | — | $20.63万 | 新建仓 |
| BLK | BLACKROCK INC | $21.13万 | 0.03% | 220 | 220 | — | $21.13万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.59万 | 0.03% | 1,425 | 59 | 4.3% | $8,939 | 加仓 |
| USMV | ISHARES TR | $22.20万 | 0.03% | 2,301 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $22.25万 | 0.03% | 653 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $22.51万 | 0.03% | 99 | 99 | — | $22.51万 | 新建仓 |
| GE | GE AEROSPACE | $23.62万 | 0.03% | 632 | 632 | — | $23.62万 | 新建仓 |
| AZO | AUTOZONE INC | $23.65万 | 0.03% | 74 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.82万 | 0.03% | 1,250 | -932 | -42.7% | -$17.76万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $23.95万 | 0.03% | 375 | 375 | — | $23.95万 | 新建仓 |
| ORCL | ORACLE CORP | $24.17万 | 0.03% | 1,649 | 174 | 11.8% | $2.55万 | 加仓 |
| GEV | GE VERNOVA INC | $25.14万 | 0.03% | 214 | 214 | — | $25.14万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $25.20万 | 0.03% | 4,867 | -1,405 | -22.4% | -$7.28万 | 减仓 |
| PCG | PG&E CORP | $25.69万 | 0.03% | 15,272 | 2,373 | 18.4% | $3.99万 | 加仓 |
| LOW | LOWES COS INC | $25.99万 | 0.03% | 1,179 | -31 | -2.6% | -$6,833 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $26.01万 | 0.03% | 8,227 | 697 | 9.3% | $2.20万 | 加仓 |
| IWN | ISHARES TR | $26.28万 | 0.03% | 1,188 | -217 | -15.4% | -$4.80万 | 减仓 |
| META | META PLATFORMS INC | $26.64万 | 0.03% | 473 | 65 | 15.9% | $3.66万 | 加仓 |
| ESGD | ISHARES TR | $27.56万 | 0.04% | 2,680 | -1,240 | -31.6% | -$12.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.82万 | 0.04% | 669 | -214 | -24.2% | -$8.90万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $27.95万 | 0.04% | 141 | 141 | — | $27.95万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $28.11万 | 0.04% | 1,984 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $28.13万 | 0.04% | 4,878 | -101 | -2.0% | -$5,825 | 减仓 |
| INTC | INTEL CORP | $29.32万 | 0.04% | 2,100 | 2,100 | — | $29.32万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.54万 | 0.04% | 4,825 | 2 | 0.0% | $122 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $29.63万 | 0.04% | 3,621 | -97 | -2.6% | -$7,938 | 减仓 |
| IUSG | ISHARES TR | $30.12万 | 0.04% | 1,601 | 2 | 0.1% | $376 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.06万 | 0.04% | 332 | 19 | 6.1% | $1.78万 | 加仓 |
| BOXX | EA SERIES TRUST | $31.13万 | 0.04% | 2,659 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $31.39万 | 0.04% | 3,261 | -103 | -3.1% | -$9,913 | 减仓 |
| NUSC | NUSHARES ETF TR | $31.52万 | 0.04% | 6,047 | -56 | -0.9% | -$2,919 | 减仓 |
| NULV | NUSHARES ETF TR | $33.18万 | 0.04% | 6,637 | -484 | -6.8% | -$2.42万 | 减仓 |
| QCOM | QUALCOMM INC | $33.48万 | 0.04% | 1,812 | -8 | -0.4% | -$1,478 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $34.30万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $34.48万 | 0.05% | 7,145 | 76 | 1.1% | $3,667 | 加仓 |
| ILCG | ISHARES TR | $34.71万 | 0.05% | 2,966 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.02万 | 0.05% | 292 | -2 | -0.7% | -$2,399 | 减仓 |
| — | EXXON MOBIL CORP | $35.03万 | 0.05% | 2,562 | -3 | -0.1% | -$410 | 减仓 |
| GDE | WISDOMTREE TR | $36.68万 | 0.05% | 6,004 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $37.20万 | 0.05% | 3,862 | 5 | 0.1% | $482 | 加仓 |
| IWP | ISHARES TR | $39.50万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $40.59万 | 0.05% | 2,631 | 1 | 0.0% | $154 | 加仓 |
| CSM | PROSHARES TR | $40.90万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.13万 | 0.05% | 3,038 | -163 | -5.1% | -$2.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $42.33万 | 0.06% | 2,340 | -602 | -20.5% | -$10.89万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.46万 | 0.06% | 12,198 | 163 | 1.4% | $5,674 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $42.49万 | 0.06% | 2,814 | 2,814 | — | $42.49万 | 新建仓 |
| AMGN | AMGEN INC | $43.31万 | 0.06% | 1,196 | -43 | -3.5% | -$1.56万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $43.54万 | 0.06% | 3,659 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $44.64万 | 0.06% | 1,302 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $44.84万 | 0.06% | 3,490 | -52 | -1.5% | -$6,681 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $45.53万 | 0.06% | 5,699 | 12 | 0.2% | $959 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.40万 | 0.06% | 1,479 | 48 | 3.4% | $1.57万 | 加仓 |
| NULG | NUSHARES ETF TR | $48.67万 | 0.06% | 4,157 | 22 | 0.5% | $2,576 | 加仓 |
| HD | HOME DEPOT INC | $49.21万 | 0.06% | 1,395 | 164 | 13.3% | $5.78万 | 加仓 |
| EPS | WISDOMTREE TR | $50.52万 | 0.07% | 6,495 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $50.62万 | 0.07% | 21,885 | 782 | 3.7% | $1.81万 | 加仓 |
| AVGO | BROADCOM INC | $50.81万 | 0.07% | 1,345 | 114 | 9.3% | $4.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.78万 | 0.07% | 943 | 943 | — | $54.78万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $55.30万 | 0.07% | 6,091 | 2 | 0.0% | $182 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $55.41万 | 0.07% | 1,638 | -19 | -1.1% | -$6,427 | 减仓 |
| IBB | ISHARES TR | $61.96万 | 0.08% | 3,258 | 1 | 0.0% | $190 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $63.44万 | 0.08% | 12,200 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $65.88万 | 0.09% | 5,295 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $70.49万 | 0.09% | 2,346 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $70.65万 | 0.09% | 31,920 | 758 | 2.4% | $1.68万 | 加仓 |
| IWR | ISHARES TR | $73.24万 | 0.10% | 6,639 | -644 | -8.8% | -$7.10万 | 减仓 |
| MINO | PIMCO ETF TR | $76.41万 | 0.10% | 16,697 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $77.18万 | 0.10% | 10,810 | -847 | -7.3% | -$6.05万 | 减仓 |
| IVE | ISHARES TR | $77.64万 | 0.10% | 3,419 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $78.45万 | 0.10% | 2,588 | -28 | -1.1% | -$8,487 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $81.00万 | 0.11% | 10,570 | 28 | 0.3% | $2,146 | 加仓 |
| IEFA | ISHARES TR | $81.09万 | 0.11% | 8,396 | -335 | -3.8% | -$3.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $81.84万 | 0.11% | 5,581 | -338 | -5.7% | -$4.96万 | 减仓 |
| — | WISDOMTREE TR | $83.76万 | 0.11% | 6,387 | -12 | -0.2% | -$1,574 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $84.96万 | 0.11% | 16,103 | 1 | 0.0% | $53 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $85.37万 | 0.11% | 8,284 | -390 | -4.5% | -$4.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $87.02万 | 0.11% | 2,766 | 13 | 0.5% | $4,090 | 加仓 |
| TSLA | TESLA INC | $87.44万 | 0.11% | 2,079 | 60 | 3.0% | $2.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.66万 | 0.12% | 3,530 | -134 | -3.7% | -$3.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $93.16万 | 0.12% | 2,498 | -1,741 | -41.1% | -$64.93万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $93.37万 | 0.12% | 9,322 | 6,033 | 183.4% | $60.43万 | 加仓 |
| YUM | YUM BRANDS INC | $93.70万 | 0.12% | 5,861 | -45 | -0.8% | -$7,194 | 减仓 |
| IWD | ISHARES TR | $97.45万 | 0.13% | 4,020 | 1 | 0.0% | $242 | 加仓 |
| FDX | FEDEX CORP | $97.87万 | 0.13% | 3,126 | 10 | 0.3% | $3,131 | 加仓 |
| IWB | ISHARES TR | $98.40万 | 0.13% | 2,403 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $103.80万 | 0.14% | 23,468 | -2,214 | -8.6% | -$9.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $106.54万 | 0.14% | 923 | 75 | 8.8% | $8.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $106.57万 | 0.14% | 13,227 | 11 | 0.1% | $886 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $113.06万 | 0.15% | 14,306 | -526 | -3.5% | -$4.16万 | 减仓 |
| AMZN | AMAZON COM INC | $114.64万 | 0.15% | 4,810 | 1,241 | 34.8% | $29.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $116.65万 | 0.15% | 5,830 | 547 | 10.4% | $10.94万 | 加仓 |
| IWF | ISHARES TR | $117.22万 | 0.15% | 9,440 | 0 | 0.0% | — | 不变 |