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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $117.94万 | 0.15% | 12,931 | 188 | 1.5% | $1.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $133.27万 | 0.17% | 1,810 | -69 | -3.7% | -$5.08万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $133.78万 | 0.18% | 52,423 | 982 | 1.9% | $2.51万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $135.01万 | 0.18% | 26,793 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $139.09万 | 0.18% | 10,860 | 1,617 | 17.5% | $20.71万 | 加仓 |
| WMT | WALMART INC | $141.39万 | 0.19% | 12,484 | -393 | -3.1% | -$4.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.20% | 2 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $152.49万 | 0.20% | 4,316 | 204 | 5.0% | $7.21万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $156.66万 | 0.21% | 2,999 | 7 | 0.2% | $3,657 | 加仓 |
| IYY | ISHARES TR | $161.11万 | 0.21% | 8,838 | -12 | -0.1% | -$2,187 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $177.97万 | 0.23% | 7,521 | -101 | -1.3% | -$2.39万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $184.45万 | 0.24% | 50,028 | -210 | -0.4% | -$7,743 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $187.55万 | 0.25% | 21,187 | 128 | 0.6% | $1.13万 | 加仓 |
| IVV | ISHARES TR | $188.47万 | 0.25% | 2,517 | -186 | -6.9% | -$13.93万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $189.73万 | 0.25% | 28,083 | -42 | -0.1% | -$2,838 | 减仓 |
| MA | MASTERCARD INCORPORATED | $201.66万 | 0.26% | 3,926 | -112 | -2.8% | -$5.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $211.99万 | 0.28% | 3,014 | -25 | -0.8% | -$1.76万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $224.52万 | 0.29% | 62,142 | -2,252 | -3.5% | -$8.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $225.85万 | 0.30% | 3,288 | 456 | 16.1% | $31.32万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $258.61万 | 0.34% | 67,948 | -271 | -0.4% | -$1.03万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $291.50万 | 0.38% | 38,005 | -350 | -0.9% | -$2.68万 | 减仓 |
| PTRB | PGIM ETF TR | $313.51万 | 0.41% | 75,617 | -2,865 | -3.7% | -$11.88万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $338.48万 | 0.44% | 15,531 | -246 | -1.6% | -$5.36万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $367.52万 | 0.48% | 48,834 | -524 | -1.1% | -$3.94万 | 减仓 |
| AAPL | APPLE INC | $394.77万 | 0.52% | 13,643 | 590 | 4.5% | $17.07万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $404.30万 | 0.53% | 79,932 | -3,406 | -4.1% | -$17.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $412.21万 | 0.54% | 11,986 | 160 | 1.4% | $5.50万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $415.15万 | 0.54% | 32,495 | -23 | -0.1% | -$2,938 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $421.72万 | 0.55% | 55,199 | 9,799 | 21.6% | $74.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $441.87万 | 0.58% | 5,917 | -7 | -0.1% | -$5,227 | 减仓 |
| MUNI | PIMCO ETF TR | $478.97万 | 0.63% | 91,059 | 1,712 | 1.9% | $9.01万 | 加仓 |
| GOOGL | ALPHABET INC | $479.44万 | 0.63% | 13,416 | -102 | -0.8% | -$3.65万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $590.76万 | 0.77% | 61,225 | -5,915 | -8.8% | -$57.07万 | 减仓 |
| STPZ | PIMCO ETF TR | $700.93万 | 0.92% | 131,408 | 1,044 | 0.8% | $5.57万 | 加仓 |
| SMMU | PIMCO ETF TR | $870.25万 | 1.14% | 172,326 | 11,223 | 7.0% | $56.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $882.12万 | 1.16% | 102,406 | 652 | 0.6% | $5.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,021.78万 | 1.34% | 368,873 | -6,804 | -1.8% | -$18.85万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,299.35万 | 1.70% | 489,951 | -8,183 | -1.6% | -$21.70万 | 减仓 |
| QLTY | GMO ETF TRUST | $1,585.28万 | 2.08% | 380,893 | 320 | 0.1% | $1.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,600.55万 | 2.10% | 31,986 | -138 | -0.4% | -$6.91万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2,053.47万 | 2.69% | 449,338 | -4,117 | -0.9% | -$18.81万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,152.83万 | 2.82% | 276,323 | 9,263 | 3.5% | $72.17万 | 加仓 |
| IJH | ISHARES TR | $2,157.16万 | 2.83% | 279,751 | -1,809 | -0.6% | -$13.95万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,261.42万 | 2.96% | 569,914 | -24,845 | -4.2% | -$98.58万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $2,376.60万 | 3.11% | 489,415 | -7,521 | -1.5% | -$36.52万 | 减仓 |
| MBB | ISHARES TR | $2,396.84万 | 3.14% | 253,580 | 3,625 | 1.5% | $34.26万 | 加仓 |
| BOND | PIMCO ETF TR | $2,453.55万 | 3.21% | 266,083 | 3,794 | 1.4% | $34.98万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,817.80万 | 3.69% | 198,590 | -7,464 | -3.6% | -$105.91万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,010.50万 | 3.94% | 1,022,937 | -9,164 | -0.9% | -$26.97万 | 减仓 |
| IJR | ISHARES TR | $3,118.93万 | 4.09% | 210,298 | -1,895 | -0.9% | -$28.10万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,142.14万 | 4.12% | 352,258 | -2,173 | -0.6% | -$19.38万 | 减仓 |
| STIP | ISHARES TR | $3,276.22万 | 4.29% | 320,695 | 9,224 | 3.0% | $94.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,782.47万 | 4.96% | 430,413 | 9,171 | 2.2% | $80.59万 | 加仓 |
| MOAT | VANECK ETF TRUST | $5,851.08万 | 7.67% | 562,820 | 1,795 | 0.3% | $18.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,369.36万 | 8.34% | 1,882,199 | 11,273 | 0.6% | $38.15万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $7,309.13万 | 9.58% | 2,350,202 | -20,986 | -0.9% | -$65.27万 | 减仓 |