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 |
|---|---|---|---|---|---|---|---|---|
| SRCE | 1ST SOURCE CORP | $0 | 0.00% | 0 | -23,406 | -100.0% | -$146.26万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,238 | -100.0% | -$28.29万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CANOPY GROWTH CORPORATION | $1.04万 | 0.00% | 11,000 | 1,000 | 10.0% | $949 | 加仓 |
| CB | CHUBB LTD SWITZ | $21.28万 | 0.03% | 653 | 653 | — | $21.28万 | 新建仓 |
| USMV | ISHARES TR | $21.34万 | 0.03% | 2,301 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.70万 | 0.03% | 1,475 | 138 | 10.3% | $2.03万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $21.72万 | 0.03% | 4,275 | 4,275 | — | $21.72万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.82万 | 0.03% | 1,366 | 1,366 | — | $21.82万 | 新建仓 |
| PCG | PG&E CORP | $22.66万 | 0.03% | 12,899 | 12,899 | — | $22.66万 | 新建仓 |
| META | META PLATFORMS INC | $23.34万 | 0.03% | 408 | 69 | 20.4% | $3.95万 | 加仓 |
| QCOM | QUALCOMM INC | $23.43万 | 0.03% | 1,820 | -71 | -3.8% | -$9,142 | 减仓 |
| COP | CONOCOPHILLIPS | $23.93万 | 0.03% | 1,813 | 1,813 | — | $23.93万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $24.06万 | 0.03% | 4,979 | 11 | 0.2% | $532 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $24.75万 | 0.04% | 3,718 | -14 | -0.4% | -$932 | 减仓 |
| IUSG | ISHARES TR | $24.81万 | 0.04% | 1,599 | 2 | 0.1% | $310 | 加仓 |
| AZO | AUTOZONE INC | $25.00万 | 0.04% | 74 | 2 | 2.8% | $6,756 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $26.04万 | 0.04% | 1,984 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $26.31万 | 0.04% | 4,823 | 1 | 0.0% | $55 | 加仓 |
| IWN | ISHARES TR | $26.64万 | 0.04% | 1,405 | 1,405 | — | $26.64万 | 新建仓 |
| LLY | ELI LILLY & CO | $27.04万 | 0.04% | 294 | 294 | — | $27.04万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $27.50万 | 0.04% | 6,103 | -25 | -0.4% | -$1,127 | 减仓 |
| ILCG | ISHARES TR | $28.32万 | 0.04% | 2,966 | 1 | 0.0% | $95 | 加仓 |
| LOW | LOWES COS INC | $28.59万 | 0.04% | 1,210 | 3 | 0.2% | $709 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $28.65万 | 0.04% | 848 | 109 | 14.7% | $3.68万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $29.42万 | 0.04% | 6,272 | 203 | 3.3% | $9,523 | 加仓 |
| BOXX | EA SERIES TRUST | $30.92万 | 0.04% | 2,659 | 2,659 | — | $30.92万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.19万 | 0.04% | 313 | 313 | — | $31.19万 | 新建仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $31.19万 | 0.04% | 2,400 | 2,400 | — | $31.19万 | 新建仓 |
| MTUM | ISHARES TR | $31.25万 | 0.04% | 1,302 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $32.40万 | 0.05% | 7,121 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.42万 | 0.05% | 3,364 | -134 | -3.8% | -$1.29万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.96万 | 0.05% | 3,289 | -1,994 | -37.7% | -$19.98万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $34.11万 | 0.05% | 7,530 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $34.26万 | 0.05% | 7,069 | 49 | 0.7% | $2,375 | 加仓 |
| DLN | WISDOMTREE TR | $34.45万 | 0.05% | 3,857 | 5 | 0.1% | $447 | 加仓 |
| IWP | ISHARES TR | $34.57万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $34.75万 | 0.05% | 2,630 | -57 | -2.1% | -$7,530 | 减仓 |
| SPYG | SPDR SERIES TRUST | $35.83万 | 0.05% | 3,659 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $35.91万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $36.71万 | 0.05% | 12,035 | -1,941 | -13.9% | -$5.92万 | 减仓 |
| ESGD | ISHARES TR | $37.48万 | 0.05% | 3,920 | -944 | -19.4% | -$9.03万 | 减仓 |
| NULG | NUSHARES ETF TR | $37.61万 | 0.05% | 4,135 | -22 | -0.5% | -$2,001 | 减仓 |
| GDE | WISDOMTREE TR | $37.77万 | 0.05% | 6,004 | 2,506 | 71.6% | $15.76万 | 加仓 |
| AVGO | BROADCOM INC | $38.10万 | 0.05% | 1,231 | -670 | -35.2% | -$20.74万 | 减仓 |
| HD | HOME DEPOT INC | $40.50万 | 0.06% | 1,231 | 77 | 6.7% | $2.53万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $41.88万 | 0.06% | 5,687 | 1,354 | 31.2% | $9.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.11万 | 0.06% | 1,431 | 187 | 15.0% | $5.50万 | 加仓 |
| MRK | MERCK & CO INC | $42.61万 | 0.06% | 3,542 | -65 | -1.8% | -$7,819 | 减仓 |
| — | EXXON MOBIL CORP | $43.51万 | 0.06% | 2,565 | 333 | 14.9% | $5.65万 | 加仓 |
| AMGN | AMGEN INC | $43.59万 | 0.06% | 1,239 | 18 | 1.5% | $6,333 | 加仓 |
| EPS | WISDOMTREE TR | $44.24万 | 0.06% | 6,495 | 2,598 | 66.7% | $17.69万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.14万 | 0.07% | 6,089 | 3 | 0.0% | $237 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $48.65万 | 0.07% | 2,942 | 41 | 1.4% | $6,780 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $49.00万 | 0.07% | 21,103 | 258 | 1.2% | $5,991 | 加仓 |
| PEP | PEPSICO INC | $49.71万 | 0.07% | 3,201 | -151 | -4.5% | -$2.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $50.12万 | 0.07% | 1,657 | -93 | -5.3% | -$2.81万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $52.70万 | 0.08% | 12,200 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $55.00万 | 0.08% | 3,257 | -137 | -4.0% | -$2.31万 | 减仓 |
| IWM | ISHARES TR | $58.18万 | 0.08% | 2,346 | 531 | 29.3% | $13.17万 | 加仓 |
| EFG | ISHARES TR | $58.97万 | 0.08% | 5,295 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $68.52万 | 0.10% | 2,616 | 233 | 9.8% | $6.10万 | 加仓 |
| NUBD | NUSHARES ETF TR | $69.21万 | 0.10% | 31,162 | 733 | 2.4% | $1.63万 | 加仓 |
| IWR | ISHARES TR | $70.81万 | 0.10% | 7,283 | -1,981 | -21.4% | -$19.26万 | 减仓 |
| IVE | ISHARES TR | $72.20万 | 0.10% | 3,419 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $74.04万 | 0.11% | 6,399 | -21 | -0.3% | -$2,430 | 减仓 |
| AMZN | AMAZON COM INC | $74.33万 | 0.11% | 3,569 | 19 | 0.5% | $3,957 | 加仓 |
| TSLA | TESLA INC | $75.06万 | 0.11% | 2,019 | 84 | 4.3% | $3.12万 | 加仓 |
| MINO | PIMCO ETF TR | $75.42万 | 0.11% | 16,697 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $78.79万 | 0.11% | 16,102 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $79.00万 | 0.11% | 2,753 | -76 | -2.7% | -$2.18万 | 减仓 |
| IEFA | ISHARES TR | $79.04万 | 0.11% | 8,731 | -767 | -8.1% | -$6.94万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $80.43万 | 0.12% | 10,542 | 288 | 2.8% | $2.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $85.50万 | 0.12% | 5,919 | 242 | 4.3% | $3.50万 | 加仓 |
| IWB | ISHARES TR | $85.68万 | 0.12% | 2,403 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $85.87万 | 0.12% | 4,019 | -31 | -0.8% | -$6,624 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $86.62万 | 0.12% | 8,674 | 926 | 12.0% | $9.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.56万 | 0.13% | 3,664 | 381 | 11.6% | $9.31万 | 加仓 |
| YUM | YUM BRANDS INC | $91.83万 | 0.13% | 5,906 | -294 | -4.7% | -$4.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $92.14万 | 0.13% | 5,283 | 948 | 21.9% | $16.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $94.90万 | 0.14% | 3,304 | 3 | 0.1% | $862 | 加仓 |
| IWF | ISHARES TR | $100.63万 | 0.14% | 2,360 | -7 | -0.3% | -$2,985 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $102.72万 | 0.15% | 12,743 | 172 | 1.4% | $1.39万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $102.76万 | 0.15% | 9,243 | 9,243 | — | $102.76万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $108.44万 | 0.16% | 1,879 | 791 | 72.7% | $45.65万 | 加仓 |
| FDX | FEDEX CORP | $110.98万 | 0.16% | 3,116 | -466 | -13.0% | -$16.60万 | 减仓 |
| NFLX | NETFLIX INC. | $112.08万 | 0.16% | 11,657 | 494 | 4.4% | $4.75万 | 加仓 |
| GNMA | ISHARES TR | $113.85万 | 0.16% | 25,682 | -10,502 | -29.0% | -$46.56万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $117.57万 | 0.17% | 14,832 | -1,840 | -11.0% | -$14.59万 | 减仓 |
| GOOG | ALPHABET INC | $117.96万 | 0.17% | 4,112 | 230 | 5.9% | $6.60万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $122.31万 | 0.18% | 26,793 | 4,209 | 18.6% | $19.21万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $131.79万 | 0.19% | 51,441 | 4,051 | 8.5% | $10.38万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $138.56万 | 0.20% | 2,992 | 215 | 7.7% | $9.96万 | 加仓 |
| IYY | ISHARES TR | $140.24万 | 0.20% | 8,850 | -21 | -0.2% | -$3,328 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.21% | 2 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $155.54万 | 0.22% | 50,238 | -2,029 | -3.9% | -$6.28万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $155.68万 | 0.22% | 21,059 | 1,522 | 7.8% | $11.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $156.93万 | 0.22% | 4,239 | -819 | -16.2% | -$30.32万 | 减仓 |