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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $43.54万 | 0.06% | 3,659 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.31万 | 0.06% | 1,196 | -43 | -3.5% | -$1.56万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $42.49万 | 0.06% | 2,814 | 2,814 | — | $42.49万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.46万 | 0.06% | 12,198 | 163 | 1.4% | $5,674 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.33万 | 0.06% | 2,340 | -602 | -20.5% | -$10.89万 | 减仓 |
| PEP | PEPSICO INC | $41.13万 | 0.05% | 3,038 | -163 | -5.1% | -$2.21万 | 减仓 |
| CSM | PROSHARES TR | $40.90万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $40.59万 | 0.05% | 2,631 | 1 | 0.0% | $154 | 加仓 |
| IWP | ISHARES TR | $39.50万 | 0.05% | 2,698 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $37.20万 | 0.05% | 3,862 | 5 | 0.1% | $482 | 加仓 |
| GDE | WISDOMTREE TR | $36.68万 | 0.05% | 6,004 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $35.03万 | 0.05% | 2,562 | -3 | -0.1% | -$410 | 减仓 |
| LLY | ELI LILLY & CO | $35.02万 | 0.05% | 292 | -2 | -0.7% | -$2,399 | 减仓 |
| ILCG | ISHARES TR | $34.71万 | 0.05% | 2,966 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $34.48万 | 0.05% | 7,145 | 76 | 1.1% | $3,667 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $34.30万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $33.48万 | 0.04% | 1,812 | -8 | -0.4% | -$1,478 | 减仓 |
| NULV | NUSHARES ETF TR | $33.18万 | 0.04% | 6,637 | -484 | -6.8% | -$2.42万 | 减仓 |
| NUSC | NUSHARES ETF TR | $31.52万 | 0.04% | 6,047 | -56 | -0.9% | -$2,919 | 减仓 |
| DIS | DISNEY WALT CO | $31.39万 | 0.04% | 3,261 | -103 | -3.1% | -$9,913 | 减仓 |
| BOXX | EA SERIES TRUST | $31.13万 | 0.04% | 2,659 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.06万 | 0.04% | 332 | 19 | 6.1% | $1.78万 | 加仓 |
| IUSG | ISHARES TR | $30.12万 | 0.04% | 1,601 | 2 | 0.1% | $376 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $29.63万 | 0.04% | 3,621 | -97 | -2.6% | -$7,938 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $29.54万 | 0.04% | 4,825 | 2 | 0.0% | $122 | 加仓 |
| INTC | INTEL CORP | $29.32万 | 0.04% | 2,100 | 2,100 | — | $29.32万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $28.13万 | 0.04% | 4,878 | -101 | -2.0% | -$5,825 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $28.11万 | 0.04% | 1,984 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $27.95万 | 0.04% | 141 | 141 | — | $27.95万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.82万 | 0.04% | 669 | -214 | -24.2% | -$8.90万 | 重新持有 |
| ESGD | ISHARES TR | $27.56万 | 0.04% | 2,680 | -1,240 | -31.6% | -$12.75万 | 减仓 |
| META | META PLATFORMS INC | $26.64万 | 0.03% | 473 | 65 | 15.9% | $3.66万 | 加仓 |
| IWN | ISHARES TR | $26.28万 | 0.03% | 1,188 | -217 | -15.4% | -$4.80万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $26.01万 | 0.03% | 8,227 | 697 | 9.3% | $2.20万 | 加仓 |
| LOW | LOWES COS INC | $25.99万 | 0.03% | 1,179 | -31 | -2.6% | -$6,833 | 减仓 |
| PCG | PG&E CORP | $25.69万 | 0.03% | 15,272 | 2,373 | 18.4% | $3.99万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $25.20万 | 0.03% | 4,867 | -1,405 | -22.4% | -$7.28万 | 减仓 |
| GEV | GE VERNOVA INC | $25.14万 | 0.03% | 214 | 214 | — | $25.14万 | 新建仓 |
| ORCL | ORACLE CORP | $24.17万 | 0.03% | 1,649 | 174 | 11.8% | $2.55万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $23.95万 | 0.03% | 375 | 375 | — | $23.95万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $23.82万 | 0.03% | 1,250 | -932 | -42.7% | -$17.76万 | 重新持有 |
| AZO | AUTOZONE INC | $23.65万 | 0.03% | 74 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.62万 | 0.03% | 632 | 632 | — | $23.62万 | 新建仓 |
| SNDK | SANDISK CORP | $22.51万 | 0.03% | 99 | 99 | — | $22.51万 | 新建仓 |
| CB | CHUBB LIMITED | $22.25万 | 0.03% | 653 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $22.20万 | 0.03% | 2,301 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.59万 | 0.03% | 1,425 | 59 | 4.3% | $8,939 | 加仓 |
| BLK | BLACKROCK INC | $21.13万 | 0.03% | 220 | 220 | — | $21.13万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $20.63万 | 0.03% | 690 | 690 | — | $20.63万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $20.63万 | 0.03% | 902 | 902 | — | $20.63万 | 新建仓 |
| MMM | 3M CO | $20.37万 | 0.03% | 1,258 | -116 | -8.4% | -$1.88万 | 重新持有 |
| V | VISA INC | $20.15万 | 0.03% | 587 | 587 | — | $20.15万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $20.00万 | 0.03% | 1,224 | 1,224 | — | $20.00万 | 新建仓 |
| — | CANOPY GROWTH CORPORATION | $1.04万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| 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 |