13F 机构持仓

KENNEDY INVESTMENT GROUP, INC.

WEST DEPTFORD NJ · SEC CIK 0001978005

2026Q22026Q1 更早 9 个季度 🔒
$2.95亿2026Q2 申报市值
146持仓数
44.6%前十大占比 · 第一大 7.6%
14 / 4新建仓 / 清仓
申报市值走势$2.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVGO 7.6%
AAPL 6.8%
FTHY 5.5%
AMZN 5.1%
NVDA 4.6%
MU 4.1%
JEPQ 3.3%
DFAU 3.2%
GOOG 2.3%
FDLO 2.2%

2026Q2 买入最多 按季末市值估算

FDLO 新建仓+$657.10万
NVO 加仓+$109.09万
PINK 新建仓+$107.14万
MU 加仓+$102.73万
JIVE 新建仓+$94.95万

2026Q2 卖出最多 按季末市值估算

USMV 减仓-$699.98万
CRWD 减仓-$205.97万
GIS 清仓-$108.16万
AAPL 减仓-$62.30万
META 减仓-$57.57万

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
GIS GENERAL MILLS INC $00.00%0 -29,061-100.0% -$108.16万 清仓
URI UNITED RENTALS INC $00.00%0 -631-100.0% -$45.94万 清仓
PPL PPL CORP $00.00%0 -5,528-100.0% -$21.12万 清仓
— INVESCO TR INVT GRADE MUNS $00.00%0 -10,619-100.0% -$10.48万 清仓
— OXFORD SQUARE CAP CORP $1.65万0.01%12,492 00.0% — 不变
NMZ NUVEEN MUN HIGH INCOME OPPOR $10.75万0.04%10,173 10,173— $10.75万 新建仓
— INVESCO PA VALUE MUN INC TR $12.36万0.04%10,920 1961.8% $2,219 加仓
ADT ADT INC DEL $12.63万0.04%19,435 -1,016-5.0% -$6,604 减仓
JCI JOHNSON CONTROLS INTERNATION $20.04万0.07%1,371 1,371— $20.04万 新建仓
COWZ PACER FDS TR $20.36万0.07%3,273 -394-10.7% -$2.45万 减仓
IVV ISHARES TR $20.89万0.07%279 279— $20.89万 新建仓
IYK ISHARES TR $21.04万0.07%2,895 -124-4.1% -$9,010 减仓
IWM ISHARES TR $21.93万0.07%730 -115-13.6% -$3.45万 减仓
LMT LOCKHEED MARTIN CORP $22.42万0.08%440 92.1% $4,585 加仓
MDLZ MONDELEZ INTL INC $22.61万0.08%3,909 -114-2.8% -$6,594 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $23.13万0.08%484 484— $23.13万 新建仓
RDVY FIRST TR EXCHANGE TRADED FD $23.78万0.08%2,933 -149-4.8% -$1.21万 减仓
VGT VANGUARD WORLD FD $24.38万0.08%2,040 2,040— $24.38万 新建仓
VLO VALERO ENERGY CORP $24.43万0.08%938 -1-0.1% -$260 减仓
NFLX NETFLIX INC. $25.18万0.09%3,526 2156.5% $1.54万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $25.41万0.09%2,828 2,828— $25.41万 新建仓
WTRG ESSENTIAL UTILS INC $25.69万0.09%6,707 -8-0.1% -$306 减仓
BX BLACKSTONE INC $26.19万0.09%2,226 693.2% $8,118 加仓
CVX CHEVRON CORPORATION $27.34万0.09%1,649 825.2% $1.36万 加仓
NJR NEW JERSEY RES CORP $27.83万0.09%4,966 50.1% $280 加仓
CSCO CISCO SYS INC $28.91万0.10%2,461 2,461— $28.91万 新建仓
HONA HONEYWELL AEROSPACE INC $29.84万0.10%1,350 1,350— $29.84万 新建仓
VXUS VANGUARD STAR FDS $30.98万0.11%3,623 -34-0.9% -$2,907 减仓
NOBL PROSHARES TR $31.20万0.11%5,556 -218-3.8% -$1.22万 减仓
HON HONEYWELL INTL INC $31.40万0.11%1,352 -1,445-51.7% -$33.56万 减仓
IONQ IONQ INC $31.58万0.11%5,930 -335-5.3% -$1.78万 重新持有
CLX CLOROX CO DEL $31.81万0.11%3,333 -570-14.6% -$5.44万 减仓
VDC VANGUARD WORLD FD $32.06万0.11%1,422 20.1% $451 加仓
EXC EXELON CORP $32.96万0.11%7,070 110.2% $513 加仓
GS GOLDMAN SACHS GROUP INC $33.22万0.11%328 5520.1% $5.57万 加仓
— PROSHARES TR $35.08万0.12%4,100 00.0% — 不变
MRK MERCK & CO INC $35.74万0.12%2,782 -45-1.6% -$5,782 减仓
T AT&T INC $35.77万0.12%17,282 1520.9% $3,146 加仓
MS MORGAN STANLEY $35.85万0.12%1,715 130.8% $2,717 加仓
VTI VANGUARD INDEX FDS $36.24万0.12%979 -21-2.1% -$7,773 减仓
KHC KRAFT HEINZ CO $36.50万0.12%15,451 1541.0% $3,638 加仓
AMAT APPLIED MATLS INC $37.48万0.13%518 518— $37.48万 新建仓
ET ENERGY TRANSFER L P $38.32万0.13%20,043 3281.7% $6,271 加仓
— J P MORGAN EXCHANGE TRADED F $38.93万0.13%7,689 -44-0.6% -$2,228 减仓
UPS UNITED PARCEL SVCS INC $40.46万0.14%3,764 -302-7.4% -$3.25万 减仓
AMD ADVANCED MICRO DEVICES INC $41.54万0.14%715 715— $41.54万 新建仓
SOFI SOFI TECHNOLOGIES INC $43.33万0.15%24,166 00.0% — 不变
AFB ALLIANCEBERNSTEIN NATL MUN I $44.70万0.15%39,174 -8,107-17.1% -$9.25万 减仓
CMCSA COMCAST CORP NEW $45.17万0.15%18,400 1741.0% $4,272 加仓
F FORD MTR CO $48.22万0.16%34,689 -2,022-5.5% -$2.81万 减仓
QCOM QUALCOMM INC $49.19万0.17%2,662 -59-2.2% -$1.09万 减仓
QUAL ISHARES TR $49.51万0.17%2,256 -457-16.8% -$10.03万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $50.01万0.17%6,062 2,15555.2% $17.78万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $51.74万0.18%1,034 00.0% — 不变
VFH VANGUARD WORLD FD $53.00万0.18%4,027 3228.7% $4.24万 加仓
LOW LOWES COS INC $57.13万0.19%2,591 -364-12.3% -$8.03万 减仓
APD AIR PRODUCTS AND CHEMICALS I $57.32万0.19%1,955 -21-1.1% -$6,157 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $59.36万0.20%12,098 4,02949.9% $19.77万 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $64.86万0.22%25,003 6,76037.1% $17.54万 加仓
GE GE AEROSPACE $65.47万0.22%1,752 30.2% $1,121 加仓
SYFI AB ACTIVE ETFS INC $65.69万0.22%18,392 3,05419.9% $10.91万 加仓
NOW SERVICENOW INC $66.12万0.22%6,660 1,27523.7% $12.66万 加仓
IBIT ISHARES BITCOIN TRUST ETF $69.11万0.23%20,760 -145-0.7% -$4,827 减仓
HD HOME DEPOT INC $69.88万0.24%1,981 -127-6.0% -$4.48万 减仓
GLPI GAMING & LEISURE P $70.23万0.24%15,772 -145-0.9% -$6,457 减仓
AMGN AMGEN INC $70.47万0.24%1,946 -118-5.7% -$4.27万 减仓
COP CONOCOPHILLIPS $72.14万0.24%6,939 -1,564-18.4% -$16.26万 减仓
IEFA ISHARES TR $79.50万0.27%8,231 8,231— $79.50万 新建仓
QQQ INVESCO QQQ TR $81.22万0.28%1,103 -28-2.5% -$2.06万 减仓
SPY STATE STR SPDR S&P 500 ETF T $82.47万0.28%1,104 -17-1.5% -$1.27万 减仓
MCD MCDONALDS CORP $83.46万0.28%3,087 00.0% — 不变
WMT WALMART INC $83.55万0.28%7,376 -62-0.8% -$7,023 减仓
PM PHILIP MORRIS INTL INC $85.85万0.29%4,746 160.3% $2,894 加仓
MO ALTRIA GROUP INC $87.18万0.30%12,116 180.1% $1,295 加仓
VIG VANGUARD SPECIALIZED FUNDS $87.66万0.30%3,705 00.0% — 不变
MPB MID PENN BANCORP INC $87.87万0.30%25,222 180.1% $627 加仓
VHT VANGUARD WORLD FD $90.53万0.31%3,028 -184-5.7% -$5.50万 减仓
CAH CARDINAL HEALTH INC $91.40万0.31%3,847 -13-0.3% -$3,089 减仓
TSLA TESLA INC $92.74万0.31%2,205 -66-2.9% -$2.78万 减仓
NVS NOVARTIS AG $93.60万0.32%5,972 -4-0.1% -$627 减仓
PEP PEPSICO INC $94.34万0.32%6,967 -231-3.2% -$3.13万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $94.95万0.32%10,326 10,326— $94.95万 新建仓
WM WASTE MGMT INC DEL $95.71万0.32%4,294 -14-0.3% -$3,121 减仓
IVE ISHARES TR $97.12万0.33%4,277 -325-7.1% -$7.38万 减仓
SO SOUTHERN CO $100.51万0.34%10,501 00.0% — 不变
SHOP SHOPIFY INC $101.27万0.34%8,869 4004.7% $4.57万 加仓
XEVVX EATON VANCE LIMITED DURATION $104.43万0.35%111,452 -9,003-7.5% -$8.44万 减仓
IBM INTERNATIONAL BUSINESS MACHS $105.24万0.36%3,742 1574.4% $4.42万 加仓
AXP AMERICAN EXPRESS CO $105.88万0.36%3,130 1,977171.5% $66.88万 加仓
PINK SIMPLIFY EXCHANGE TRADED FUN $107.14万0.36%27,367 27,367— $107.14万 新建仓
FLMI FRANKLIN TEMPLETON ETF TR $109.31万0.37%43,430 8,23423.4% $20.72万 加仓
CL COLGATE PALMOLIVE CO $112.62万0.38%12,284 -238-1.9% -$2.18万 减仓
VOO VANGUARD INDEX FDS $115.26万0.39%1,678 -101-5.7% -$6.94万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $119.05万0.40%28,124 21,834347.1% $92.42万 加仓
XGDVX GABELLI DIVID & INCOME TR $121.66万0.41%41,382 1050.3% $3,087 加仓
VZ VERIZON COMMUNICATIONS INC $124.35万0.42%29,369 -428-1.4% -$1.81万 减仓
IGM ISHARES TR $124.79万0.42%7,629 40.1% $654 加仓
TAFI AB ACTIVE ETFS INC $128.73万0.44%51,044 410.1% $1,034 加仓
SYY SYSCO CORP $135.81万0.46%16,249 -289-1.7% -$2.42万 减仓
CEG CONSTELLATION ENERGY CORP $140.12万0.48%5,642 88318.6% $21.93万 加仓