KENNEDY INVESTMENT GROUP, INC.
WEST DEPTFORD NJ · SEC CIK 0001978005
$2.55亿2026Q1 申报市值
135持仓数
45.0%前十大占比 · 第一大 7.2%
6 / 11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
INCM 加仓+$155.16万
GPIX 加仓+$147.82万
NVO 加仓+$99.61万
FLMI 加仓+$64.38万
JEPQ 加仓+$63.43万
2026Q1 卖出最多 按季末市值估算
URI 减仓-$273.10万
DEO 清仓-$153.15万
BLK 清仓-$49.94万
BP 减仓-$40.46万
MUB 清仓-$35.89万
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 |
|---|---|---|---|---|---|---|---|---|
| RVT | ROYCE SMALL CAP TRUST INC | $136.26万 | 0.53% | 82,083 | 425 | 0.5% | $7,055 | 加仓 |
| V | VISA INC | $138.56万 | 0.54% | 4,585 | 7 | 0.2% | $2,115 | 加仓 |
| KO | COCA COLA CO | $145.94万 | 0.57% | 19,190 | -1,952 | -9.2% | -$14.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.58万 | 0.59% | 29,797 | -330 | -1.1% | -$1.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $151.90万 | 0.59% | 6,214 | 63 | 1.0% | $1.54万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $152.83万 | 0.60% | 30,880 | 6,093 | 24.6% | $30.15万 | 加仓 |
| VPU | VANGUARD WORLD FD | $157.42万 | 0.62% | 7,945 | 267 | 3.5% | $5.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $160.43万 | 0.63% | 2,922 | -20 | -0.7% | -$1.10万 | 减仓 |
| HYD | VANECK ETF TRUST | $161.86万 | 0.63% | 32,281 | 40 | 0.1% | $2,006 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $164.07万 | 0.64% | 5,578 | 330 | 6.3% | $9.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $169.53万 | 0.66% | 21,295 | 285 | 1.4% | $2.27万 | 加仓 |
| NVO | NOVO-NORDISK A S | $171.90万 | 0.67% | 46,776 | 27,104 | 137.8% | $99.61万 | 加仓 |
| ETN | EATON CORP PLC | $173.68万 | 0.68% | 4,856 | 6 | 0.1% | $2,146 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $180.09万 | 0.71% | 22,247 | 528 | 2.4% | $4.27万 | 加仓 |
| — | EXXON MOBIL CORP | $189.37万 | 0.74% | 11,162 | 813 | 7.9% | $13.79万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $192.24万 | 0.75% | 38,166 | 2,567 | 7.2% | $12.93万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $195.25万 | 0.76% | 41,516 | -3,914 | -8.6% | -$18.41万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $196.69万 | 0.77% | 159,518 | -4,671 | -2.8% | -$5.76万 | 减仓 |
| BP | BP PLC | $201.64万 | 0.79% | 42,903 | -8,608 | -16.7% | -$40.46万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $225.97万 | 0.88% | 9,018 | -454 | -4.8% | -$11.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $235.15万 | 0.92% | 2,360 | -86 | -3.5% | -$8.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $237.66万 | 0.93% | 6,420 | 40 | 0.6% | $1.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $240.61万 | 0.94% | 6,163 | 583 | 10.4% | $22.76万 | 加仓 |
| LLY | ELI LILLY & CO | $241.73万 | 0.95% | 2,628 | -43 | -1.6% | -$3.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $248.71万 | 0.97% | 51,018 | -443 | -0.9% | -$2.16万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $259.68万 | 1.02% | 40,633 | -5,591 | -12.1% | -$35.73万 | 减仓 |
| GOOGL | ALPHABET INC | $265.95万 | 1.04% | 9,249 | -199 | -2.1% | -$5.72万 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $269.87万 | 1.06% | 529,153 | -50,069 | -8.6% | -$25.54万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $320.15万 | 1.25% | 111,358 | 53,968 | 94.0% | $155.16万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $321.68万 | 1.26% | 9,522 | -521 | -5.2% | -$17.60万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $328.81万 | 1.29% | 22,764 | -314 | -1.4% | -$4.54万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $331.31万 | 1.30% | 83,920 | 6,802 | 8.8% | $26.85万 | 加仓 |
| ABBV | ABBVIE INC | $334.23万 | 1.31% | 15,367 | 234 | 1.5% | $5.09万 | 加仓 |
| META | META PLATFORMS INC | $382.83万 | 1.50% | 6,691 | -43 | -0.6% | -$2.46万 | 减仓 |
| BIL | SPDR SERIES TRUST | $427.22万 | 1.67% | 46,619 | -2,989 | -6.0% | -$27.39万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $462.08万 | 1.81% | 92,342 | 29,541 | 47.0% | $147.82万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $466.84万 | 1.83% | 82,364 | 393 | 0.5% | $2.23万 | 加仓 |
| GOOG | ALPHABET INC | $526.13万 | 2.06% | 18,341 | 761 | 4.3% | $21.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $549.09万 | 2.15% | 10,989 | 14 | 0.1% | $6,995 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $769.37万 | 3.01% | 170,517 | 12,080 | 7.6% | $54.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $836.45万 | 3.28% | 150,658 | 11,424 | 8.2% | $63.43万 | 加仓 |
| USMV | ISHARES TR | $1,082.32万 | 4.24% | 116,705 | -514 | -0.4% | -$4.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,171.82万 | 4.59% | 67,192 | 85 | 0.1% | $1.48万 | 加仓 |
| AMZN | AMAZON COM INC | $1,313.12万 | 5.14% | 63,049 | -131 | -0.2% | -$2.73万 | 减仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1,586.58万 | 6.21% | 1,172,638 | -6,947 | -0.6% | -$9.40万 | 减仓 |
| AAPL | APPLE INC | $1,815.61万 | 7.11% | 71,540 | -404 | -0.6% | -$10.25万 | 减仓 |
| AVGO | BROADCOM INC | $1,829.57万 | 7.17% | 59,112 | 897 | 1.5% | $27.76万 | 加仓 |