David Kennon Inc
SARASOTA FL · SEC CIK 0001954126
$2.79亿2026Q1 申报市值
41持仓数
75.3%前十大占比 · 第一大 24.3%
4 / 1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
VGSH 新建仓+$696.74万
ICSH 新建仓+$339.71万
IGSB 新建仓+$336.72万
VXUS 加仓+$171.60万
VPU 加仓+$114.27万
2026Q1 卖出最多 按季末市值估算
USHY 减仓-$330.44万
SHYG 减仓-$324.16万
PFFD 减仓-$323.93万
VWOB 减仓-$306.88万
VUSB 减仓-$159.76万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,775.11万 | 24.29% | 113,381 | 1,620 | 1.4% | $96.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,193.96万 | 11.45% | 99,559 | -2,779 | -2.7% | -$89.15万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,992.63万 | 7.15% | 234,676 | 4,224 | 1.8% | $35.87万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,797.08万 | 6.44% | 233,054 | 22,254 | 10.6% | $171.60万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,793.24万 | 6.43% | 360,196 | -32,090 | -8.2% | -$159.76万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $1,296.07万 | 4.65% | 216,952 | 10,905 | 5.3% | $65.15万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,240.87万 | 4.45% | 47,376 | 23 | 0.0% | $6,024 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,077.98万 | 3.87% | 37,537 | 572 | 1.5% | $16.43万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $959.87万 | 3.44% | 347,716 | -16,510 | -4.5% | -$45.58万 | 减仓 |
| VPU | VANGUARD WORLD FD | $875.25万 | 3.14% | 44,173 | 5,767 | 15.0% | $114.27万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $747.14万 | 2.68% | 84,232 | 2,025 | 2.5% | $17.96万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $721.68万 | 2.59% | 153,844 | -692 | -0.4% | -$3.25万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $696.74万 | 2.50% | 119,020 | 119,020 | — | $696.74万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $540.06万 | 1.94% | 19,831 | -2,706 | -12.0% | -$73.69万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $435.74万 | 1.56% | 107,590 | 1,989 | 1.9% | $8.06万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $388.50万 | 1.39% | 94,023 | 887 | 1.0% | $3.67万 | 加仓 |
| MGC | VANGUARD WORLD FD | $386.03万 | 1.38% | 16,333 | 4,386 | 36.7% | $103.66万 | 加仓 |
| ICSH | ISHARES TR | $339.71万 | 1.22% | 67,110 | 67,110 | — | $339.71万 | 新建仓 |
| IGSB | ISHARES TR | $336.72万 | 1.21% | 64,063 | 64,063 | — | $336.72万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $336.52万 | 1.21% | 45,698 | -311 | -0.7% | -$2.29万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $286.83万 | 1.03% | 57,817 | -527 | -0.9% | -$2.61万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $249.32万 | 0.89% | 19,976 | 784 | 4.1% | $9.79万 | 加仓 |
| AAPL | APPLE INC | $227.76万 | 0.82% | 8,974 | 20 | 0.2% | $5,076 | 加仓 |
| IWD | ISHARES TR | $178.91万 | 0.64% | 8,373 | 389 | 4.9% | $8.31万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $162.41万 | 0.58% | 55,946 | -359 | -0.6% | -$1.04万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $130.33万 | 0.47% | 19,841 | -46,717 | -70.2% | -$306.88万 | 减仓 |
| AGGY | WISDOMTREE TR | $111.29万 | 0.40% | 25,614 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $80.05万 | 0.29% | 43,504 | -176,050 | -80.2% | -$323.93万 | 减仓 |
| USHY | ISHARES TR | $65.38万 | 0.23% | 17,748 | -89,695 | -83.5% | -$330.44万 | 减仓 |
| AMZN | AMAZON COM INC | $58.77万 | 0.21% | 2,822 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $58.46万 | 0.21% | 1,591 | -13 | -0.8% | -$4,777 | 减仓 |
| IVV | ISHARES TR | $55.82万 | 0.20% | 855 | -360 | -29.6% | -$23.50万 | 减仓 |
| SHYG | ISHARES TR | $54.46万 | 0.20% | 12,872 | -76,616 | -85.6% | -$324.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.94万 | 0.17% | 722 | 0 | 0.0% | — | 不变 |
| XBIL | RBB FD INC | $36.53万 | 0.13% | 7,301 | -2,512 | -25.6% | -$12.57万 | 减仓 |
| BOTZ | GLOBAL X FDS | $33.98万 | 0.12% | 10,230 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $31.28万 | 0.11% | 845 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES INC | $26.81万 | 0.10% | 5,921 | -305 | -4.9% | -$1.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.94万 | 0.08% | 712 | -119 | -14.3% | -$3.50万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $20.67万 | 0.07% | 4,383 | 4,383 | — | $20.67万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.56万 | 0.07% | 224 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,785 | -100.0% | -$22.20万 | 清仓 |