Kelman-Lazarov, Inc.
MEMPHIS TN · SEC CIK 0001672067
$6.98亿2026Q1 申报市值
140持仓数
53.3%前十大占比 · 第一大 9.5%
11 / 2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
AVDE 加仓+$238.18万
SMMU 加仓+$115.62万
SCHG 加仓+$105.17万
AVUS 新建仓+$102.76万
FNDC 加仓+$100.50万
2026Q1 卖出最多 按季末市值估算
SRCE 清仓-$146.26万
GSLC 减仓-$92.13万
GSIE 减仓-$64.25万
SCHF 减仓-$56.72万
FNDE 减仓-$49.75万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $160.04万 | 0.23% | 12,877 | 573 | 4.7% | $7.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $163.91万 | 0.23% | 7,622 | 8 | 0.1% | $1,720 | 加仓 |
| SPMD | SPDR SERIES TRUST | $166.55万 | 0.24% | 28,125 | -1,251 | -4.3% | -$7.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $169.22万 | 0.24% | 2,832 | -36 | -1.3% | -$2.15万 | 减仓 |
| IVV | ISHARES TR | $176.56万 | 0.25% | 2,703 | 107 | 4.1% | $6.99万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $187.26万 | 0.27% | 64,394 | -164 | -0.3% | -$4,769 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $187.46万 | 0.27% | 3,039 | -51 | -1.7% | -$3.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $201.76万 | 0.29% | 4,038 | -8 | -0.2% | -$3,997 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $221.24万 | 0.32% | 68,219 | -1,186 | -1.7% | -$3.85万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $296.02万 | 0.42% | 38,355 | -4,182 | -9.8% | -$32.28万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $309.55万 | 0.44% | 15,777 | 242 | 1.6% | $4.75万 | 加仓 |
| PTRB | PGIM ETF TR | $325.78万 | 0.47% | 78,482 | 13,339 | 20.5% | $55.37万 | 加仓 |
| AAPL | APPLE INC | $331.28万 | 0.47% | 13,053 | -39 | -0.3% | -$9,898 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $341.18万 | 0.49% | 45,400 | 4,148 | 10.1% | $31.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $353.42万 | 0.51% | 11,826 | 59 | 0.5% | $1.76万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $354.64万 | 0.51% | 49,358 | -114 | -0.2% | -$8,191 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $373.66万 | 0.54% | 32,518 | -136 | -0.4% | -$1.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $385.28万 | 0.55% | 5,924 | -75 | -1.3% | -$4.88万 | 减仓 |
| GOOGL | ALPHABET INC | $388.72万 | 0.56% | 13,518 | 230 | 1.7% | $6.61万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $415.78万 | 0.60% | 83,338 | 3,085 | 3.8% | $15.39万 | 加仓 |
| MUNI | PIMCO ETF TR | $466.30万 | 0.67% | 89,347 | 7,442 | 9.1% | $38.84万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $541.02万 | 0.78% | 67,140 | -3,186 | -4.5% | -$25.67万 | 减仓 |
| STPZ | PIMCO ETF TR | $705.36万 | 1.01% | 130,364 | -4,696 | -3.5% | -$25.41万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $740.75万 | 1.06% | 16,959 | 914 | 5.7% | $39.92万 | 加仓 |
| SMMU | PIMCO ETF TR | $812.77万 | 1.17% | 161,103 | 22,917 | 16.6% | $115.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $929.80万 | 1.33% | 375,677 | -22,917 | -5.7% | -$56.72万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,305.11万 | 1.87% | 498,134 | -5,766 | -1.1% | -$15.11万 | 减仓 |
| QLTY | GMO ETF TRUST | $1,376.91万 | 1.97% | 380,573 | 14,716 | 4.0% | $53.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,539.38万 | 2.21% | 32,124 | -134 | -0.4% | -$6.42万 | 减仓 |
| IJH | ISHARES TR | $1,901.37万 | 2.73% | 281,560 | 8,762 | 3.2% | $59.17万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,955.75万 | 2.80% | 453,455 | -14,897 | -3.2% | -$64.25万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,094.02万 | 3.00% | 267,060 | 659 | 0.2% | $5.17万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,275.55万 | 3.26% | 594,759 | -13,003 | -2.1% | -$49.75万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $2,303.79万 | 3.30% | 496,936 | 21,679 | 4.6% | $100.50万 | 加仓 |
| MBB | ISHARES TR | $2,373.32万 | 3.40% | 249,955 | 5,610 | 2.3% | $53.27万 | 加仓 |
| BOND | PIMCO ETF TR | $2,420.41万 | 3.47% | 262,289 | 2,015 | 0.8% | $18.59万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,578.35万 | 3.70% | 206,054 | -7,363 | -3.5% | -$92.13万 | 减仓 |
| IJR | ISHARES TR | $2,637.77万 | 3.78% | 212,193 | 2,935 | 1.4% | $36.48万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,646.31万 | 3.79% | 1,032,101 | 12,365 | 1.2% | $31.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,006.99万 | 4.31% | 354,431 | 28,074 | 8.6% | $238.18万 | 加仓 |
| STIP | ISHARES TR | $3,221.54万 | 4.62% | 311,471 | 8,456 | 2.8% | $87.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,224.19万 | 4.62% | 421,242 | 11,601 | 2.8% | $88.79万 | 加仓 |
| MOAT | VANECK ETF TRUST | $5,425.11万 | 7.78% | 561,025 | 5,005 | 0.9% | $48.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,450.01万 | 7.81% | 1,870,926 | 36,103 | 2.0% | $105.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,603.76万 | 9.47% | 2,371,188 | 14,759 | 0.6% | $41.10万 | 加仓 |