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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $6,603.76万 | 9.47% | 2,371,188 | 14,759 | 0.6% | $41.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,450.01万 | 7.81% | 1,870,926 | 36,103 | 2.0% | $105.17万 | 加仓 |
| MOAT | VANECK ETF TRUST | $5,425.11万 | 7.78% | 561,025 | 5,005 | 0.9% | $48.40万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,224.19万 | 4.62% | 421,242 | 11,601 | 2.8% | $88.79万 | 加仓 |
| STIP | ISHARES TR | $3,221.54万 | 4.62% | 311,471 | 8,456 | 2.8% | $87.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,006.99万 | 4.31% | 354,431 | 28,074 | 8.6% | $238.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,646.31万 | 3.79% | 1,032,101 | 12,365 | 1.2% | $31.70万 | 加仓 |
| IJR | ISHARES TR | $2,637.77万 | 3.78% | 212,193 | 2,935 | 1.4% | $36.48万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2,578.35万 | 3.70% | 206,054 | -7,363 | -3.5% | -$92.13万 | 减仓 |
| BOND | PIMCO ETF TR | $2,420.41万 | 3.47% | 262,289 | 2,015 | 0.8% | $18.59万 | 加仓 |
| MBB | ISHARES TR | $2,373.32万 | 3.40% | 249,955 | 5,610 | 2.3% | $53.27万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $2,303.79万 | 3.30% | 496,936 | 21,679 | 4.6% | $100.50万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,275.55万 | 3.26% | 594,759 | -13,003 | -2.1% | -$49.75万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,094.02万 | 3.00% | 267,060 | 659 | 0.2% | $5.17万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,955.75万 | 2.80% | 453,455 | -14,897 | -3.2% | -$64.25万 | 减仓 |
| IJH | ISHARES TR | $1,901.37万 | 2.73% | 281,560 | 8,762 | 3.2% | $59.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,539.38万 | 2.21% | 32,124 | -134 | -0.4% | -$6.42万 | 减仓 |
| QLTY | GMO ETF TRUST | $1,376.91万 | 1.97% | 380,573 | 14,716 | 4.0% | $53.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,305.11万 | 1.87% | 498,134 | -5,766 | -1.1% | -$15.11万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $929.80万 | 1.33% | 375,677 | -22,917 | -5.7% | -$56.72万 | 减仓 |
| SMMU | PIMCO ETF TR | $812.77万 | 1.17% | 161,103 | 22,917 | 16.6% | $115.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $740.75万 | 1.06% | 16,959 | 914 | 5.7% | $39.92万 | 加仓 |
| STPZ | PIMCO ETF TR | $705.36万 | 1.01% | 130,364 | -4,696 | -3.5% | -$25.41万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $541.02万 | 0.78% | 67,140 | -3,186 | -4.5% | -$25.67万 | 减仓 |
| MUNI | PIMCO ETF TR | $466.30万 | 0.67% | 89,347 | 7,442 | 9.1% | $38.84万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $415.78万 | 0.60% | 83,338 | 3,085 | 3.8% | $15.39万 | 加仓 |
| GOOGL | ALPHABET INC | $388.72万 | 0.56% | 13,518 | 230 | 1.7% | $6.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $385.28万 | 0.55% | 5,924 | -75 | -1.3% | -$4.88万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $373.66万 | 0.54% | 32,518 | -136 | -0.4% | -$1.56万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $354.64万 | 0.51% | 49,358 | -114 | -0.2% | -$8,191 | 减仓 |
| VV | VANGUARD INDEX FDS | $353.42万 | 0.51% | 11,826 | 59 | 0.5% | $1.76万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $341.18万 | 0.49% | 45,400 | 4,148 | 10.1% | $31.17万 | 加仓 |
| AAPL | APPLE INC | $331.28万 | 0.47% | 13,053 | -39 | -0.3% | -$9,898 | 减仓 |
| PTRB | PGIM ETF TR | $325.78万 | 0.47% | 78,482 | 13,339 | 20.5% | $55.37万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $309.55万 | 0.44% | 15,777 | 242 | 1.6% | $4.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $296.02万 | 0.42% | 38,355 | -4,182 | -9.8% | -$32.28万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $221.24万 | 0.32% | 68,219 | -1,186 | -1.7% | -$3.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $201.76万 | 0.29% | 4,038 | -8 | -0.2% | -$3,997 | 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 |
| SCHA | SCHWAB STRATEGIC TR | $187.26万 | 0.27% | 64,394 | -164 | -0.3% | -$4,769 | 减仓 |
| IVV | ISHARES TR | $176.56万 | 0.25% | 2,703 | 107 | 4.1% | $6.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $169.22万 | 0.24% | 2,832 | -36 | -1.3% | -$2.15万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $166.55万 | 0.24% | 28,125 | -1,251 | -4.3% | -$7.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $163.91万 | 0.23% | 7,622 | 8 | 0.1% | $1,720 | 加仓 |
| WMT | WALMART INC | $160.04万 | 0.23% | 12,877 | 573 | 4.7% | $7.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $156.93万 | 0.22% | 4,239 | -819 | -16.2% | -$30.32万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $155.68万 | 0.22% | 21,059 | 1,522 | 7.8% | $11.25万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $155.54万 | 0.22% | 50,238 | -2,029 | -3.9% | -$6.28万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.21% | 2 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $140.24万 | 0.20% | 8,850 | -21 | -0.2% | -$3,328 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $138.56万 | 0.20% | 2,992 | 215 | 7.7% | $9.96万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $131.79万 | 0.19% | 51,441 | 4,051 | 8.5% | $10.38万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $122.31万 | 0.18% | 26,793 | 4,209 | 18.6% | $19.21万 | 加仓 |
| GOOG | ALPHABET INC | $117.96万 | 0.17% | 4,112 | 230 | 5.9% | $6.60万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $117.57万 | 0.17% | 14,832 | -1,840 | -11.0% | -$14.59万 | 减仓 |
| GNMA | ISHARES TR | $113.85万 | 0.16% | 25,682 | -10,502 | -29.0% | -$46.56万 | 减仓 |
| NFLX | NETFLIX INC. | $112.08万 | 0.16% | 11,657 | 494 | 4.4% | $4.75万 | 加仓 |
| FDX | FEDEX CORP | $110.98万 | 0.16% | 3,116 | -466 | -13.0% | -$16.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $108.44万 | 0.16% | 1,879 | 791 | 72.7% | $45.65万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $102.76万 | 0.15% | 9,243 | 9,243 | — | $102.76万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $102.72万 | 0.15% | 12,743 | 172 | 1.4% | $1.39万 | 加仓 |
| IWF | ISHARES TR | $100.63万 | 0.14% | 2,360 | -7 | -0.3% | -$2,985 | 减仓 |
| VO | VANGUARD INDEX FDS | $94.90万 | 0.14% | 3,304 | 3 | 0.1% | $862 | 加仓 |
| NVDA | NVIDIA CORPORATION | $92.14万 | 0.13% | 5,283 | 948 | 21.9% | $16.53万 | 加仓 |
| YUM | YUM BRANDS INC | $91.83万 | 0.13% | 5,906 | -294 | -4.7% | -$4.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.56万 | 0.13% | 3,664 | 381 | 11.6% | $9.31万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $86.62万 | 0.12% | 8,674 | 926 | 12.0% | $9.25万 | 加仓 |
| IWD | ISHARES TR | $85.87万 | 0.12% | 4,019 | -31 | -0.8% | -$6,624 | 减仓 |
| IWB | ISHARES TR | $85.68万 | 0.12% | 2,403 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $85.50万 | 0.12% | 5,919 | 242 | 4.3% | $3.50万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $80.43万 | 0.12% | 10,542 | 288 | 2.8% | $2.20万 | 加仓 |
| IEFA | ISHARES TR | $79.04万 | 0.11% | 8,731 | -767 | -8.1% | -$6.94万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $79.00万 | 0.11% | 2,753 | -76 | -2.7% | -$2.18万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $78.79万 | 0.11% | 16,102 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $75.42万 | 0.11% | 16,697 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $75.06万 | 0.11% | 2,019 | 84 | 4.3% | $3.12万 | 加仓 |
| AMZN | AMAZON COM INC | $74.33万 | 0.11% | 3,569 | 19 | 0.5% | $3,957 | 加仓 |
| — | WISDOMTREE TR | $74.04万 | 0.11% | 6,399 | -21 | -0.3% | -$2,430 | 减仓 |
| IVE | ISHARES TR | $72.20万 | 0.10% | 3,419 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $70.81万 | 0.10% | 7,283 | -1,981 | -21.4% | -$19.26万 | 减仓 |
| NUBD | NUSHARES ETF TR | $69.21万 | 0.10% | 31,162 | 733 | 2.4% | $1.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $68.52万 | 0.10% | 2,616 | 233 | 9.8% | $6.10万 | 加仓 |
| EFG | ISHARES TR | $58.97万 | 0.08% | 5,295 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $58.18万 | 0.08% | 2,346 | 531 | 29.3% | $13.17万 | 加仓 |
| IBB | ISHARES TR | $55.00万 | 0.08% | 3,257 | -137 | -4.0% | -$2.31万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $52.70万 | 0.08% | 12,200 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.12万 | 0.07% | 1,657 | -93 | -5.3% | -$2.81万 | 减仓 |
| PEP | PEPSICO INC | $49.71万 | 0.07% | 3,201 | -151 | -4.5% | -$2.35万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $49.00万 | 0.07% | 21,103 | 258 | 1.2% | $5,991 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $48.65万 | 0.07% | 2,942 | 41 | 1.4% | $6,780 | 加仓 |
| SPTM | SPDR SERIES TRUST | $48.14万 | 0.07% | 6,089 | 3 | 0.0% | $237 | 加仓 |
| EPS | WISDOMTREE TR | $44.24万 | 0.06% | 6,495 | 2,598 | 66.7% | $17.69万 | 加仓 |
| AMGN | AMGEN INC | $43.59万 | 0.06% | 1,239 | 18 | 1.5% | $6,333 | 加仓 |
| — | EXXON MOBIL CORP | $43.51万 | 0.06% | 2,565 | 333 | 14.9% | $5.65万 | 加仓 |
| MRK | MERCK & CO INC | $42.61万 | 0.06% | 3,542 | -65 | -1.8% | -$7,819 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $42.11万 | 0.06% | 1,431 | 187 | 15.0% | $5.50万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $41.88万 | 0.06% | 5,687 | 1,354 | 31.2% | $9.97万 | 加仓 |
| HD | HOME DEPOT INC | $40.50万 | 0.06% | 1,231 | 77 | 6.7% | $2.53万 | 加仓 |
| AVGO | BROADCOM INC | $38.10万 | 0.05% | 1,231 | -670 | -35.2% | -$20.74万 | 减仓 |
| GDE | WISDOMTREE TR | $37.77万 | 0.05% | 6,004 | 2,506 | 71.6% | $15.76万 | 加仓 |