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 |
|---|---|---|---|---|---|---|---|---|
| NULG | NUSHARES ETF TR | $37.61万 | 0.05% | 4,135 | -22 | -0.5% | -$2,001 | 减仓 |
| ESGD | ISHARES TR | $37.48万 | 0.05% | 3,920 | -944 | -19.4% | -$9.03万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $36.71万 | 0.05% | 12,035 | -1,941 | -13.9% | -$5.92万 | 减仓 |
| CSM | PROSHARES TR | $35.91万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $35.83万 | 0.05% | 3,659 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $34.75万 | 0.05% | 2,630 | -57 | -2.1% | -$7,530 | 减仓 |
| IWP | ISHARES TR | $34.57万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $34.45万 | 0.05% | 3,857 | 5 | 0.1% | $447 | 加仓 |
| ISTB | ISHARES TR | $34.26万 | 0.05% | 7,069 | 49 | 0.7% | $2,375 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $34.11万 | 0.05% | 7,530 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $32.96万 | 0.05% | 3,289 | -1,994 | -37.7% | -$19.98万 | 减仓 |
| DIS | DISNEY WALT CO | $32.42万 | 0.05% | 3,364 | -134 | -3.8% | -$1.29万 | 减仓 |
| NULV | NUSHARES ETF TR | $32.40万 | 0.05% | 7,121 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $31.25万 | 0.04% | 1,302 | 0 | 0.0% | — | 不变 |
| RFV | INVESCO EXCHANGE TRADED FD T | $31.19万 | 0.04% | 2,400 | 2,400 | — | $31.19万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.19万 | 0.04% | 313 | 313 | — | $31.19万 | 新建仓 |
| BOXX | EA SERIES TRUST | $30.92万 | 0.04% | 2,659 | 2,659 | — | $30.92万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $29.42万 | 0.04% | 6,272 | 203 | 3.3% | $9,523 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $28.65万 | 0.04% | 848 | 109 | 14.7% | $3.68万 | 加仓 |
| LOW | LOWES COS INC | $28.59万 | 0.04% | 1,210 | 3 | 0.2% | $709 | 加仓 |
| ILCG | ISHARES TR | $28.32万 | 0.04% | 2,966 | 1 | 0.0% | $95 | 加仓 |
| NUSC | NUSHARES ETF TR | $27.50万 | 0.04% | 6,103 | -25 | -0.4% | -$1,127 | 减仓 |
| LLY | ELI LILLY & CO | $27.04万 | 0.04% | 294 | 294 | — | $27.04万 | 新建仓 |
| IWN | ISHARES TR | $26.64万 | 0.04% | 1,405 | 1,405 | — | $26.64万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $26.31万 | 0.04% | 4,823 | 1 | 0.0% | $55 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $26.04万 | 0.04% | 1,984 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $25.00万 | 0.04% | 74 | 2 | 2.8% | $6,756 | 加仓 |
| IUSG | ISHARES TR | $24.81万 | 0.04% | 1,599 | 2 | 0.1% | $310 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $24.75万 | 0.04% | 3,718 | -14 | -0.4% | -$932 | 减仓 |
| SPSM | SPDR SERIES TRUST | $24.06万 | 0.03% | 4,979 | 11 | 0.2% | $532 | 加仓 |
| COP | CONOCOPHILLIPS | $23.93万 | 0.03% | 1,813 | 1,813 | — | $23.93万 | 新建仓 |
| QCOM | QUALCOMM INC | $23.43万 | 0.03% | 1,820 | -71 | -3.8% | -$9,142 | 减仓 |
| META | META PLATFORMS INC | $23.34万 | 0.03% | 408 | 69 | 20.4% | $3.95万 | 加仓 |
| PCG | PG&E CORP | $22.66万 | 0.03% | 12,899 | 12,899 | — | $22.66万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.82万 | 0.03% | 1,366 | 1,366 | — | $21.82万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $21.72万 | 0.03% | 4,275 | 4,275 | — | $21.72万 | 新建仓 |
| ORCL | ORACLE CORP | $21.70万 | 0.03% | 1,475 | 138 | 10.3% | $2.03万 | 加仓 |
| USMV | ISHARES TR | $21.34万 | 0.03% | 2,301 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $21.28万 | 0.03% | 653 | 653 | — | $21.28万 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $1.04万 | 0.00% | 11,000 | 1,000 | 10.0% | $949 | 加仓 |
| 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 |