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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -17,753 | -100.0% | -$153.15万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -467 | -100.0% | -$49.94万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -3,351 | -100.0% | -$35.89万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$26.80万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -404 | -100.0% | -$23.42万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,044 | -100.0% | -$23.26万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -930 | -100.0% | -$22.53万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,146 | -100.0% | -$22.19万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -602 | -100.0% | -$21.07万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,660 | -100.0% | -$20.80万 | 清仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $0 | 0.00% | 0 | -14,748 | -100.0% | -$9.25万 | 清仓 |
| — | OXFORD SQUARE CAP CORP | $2.21万 | 0.01% | 12,492 | 739 | 6.3% | $1,308 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $10.48万 | 0.04% | 10,619 | 200 | 1.9% | $1,974 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR | $11.34万 | 0.04% | 10,724 | 201 | 1.9% | $2,125 | 加仓 |
| ADT | ADT INC DEL | $13.44万 | 0.05% | 20,451 | -4,589 | -18.3% | -$3.01万 | 减仓 |
| IWM | ISHARES TR | $20.96万 | 0.08% | 845 | 1 | 0.1% | $248 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.99万 | 0.08% | 6,290 | 6,290 | — | $20.99万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $21.05万 | 0.08% | 3,082 | -71 | -2.3% | -$4,848 | 减仓 |
| PPL | PPL CORP | $21.12万 | 0.08% | 5,528 | -106 | -1.9% | -$4,049 | 重新持有 |
| IYK | ISHARES TR | $21.15万 | 0.08% | 3,019 | 3,019 | — | $21.15万 | 新建仓 |
| COWZ | PACER FDS TR | $22.94万 | 0.09% | 3,667 | -191 | -5.0% | -$1.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.07万 | 0.09% | 273 | 273 | — | $23.07万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.19万 | 0.09% | 4,023 | -402 | -9.1% | -$2.32万 | 减仓 |
| VLO | VALERO ENERGY CORP | $23.19万 | 0.09% | 939 | 939 | — | $23.19万 | 新建仓 |
| BX | BLACKSTONE INC | $24.80万 | 0.10% | 2,157 | -107 | -4.7% | -$1.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.07万 | 0.10% | 431 | -6 | -1.4% | -$3,629 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $27.04万 | 0.11% | 6,715 | 24 | 0.4% | $966 | 加仓 |
| NJR | NEW JERSEY RES CORP | $27.24万 | 0.11% | 4,961 | 4,961 | — | $27.24万 | 新建仓 |
| MS | MORGAN STANLEY | $28.01万 | 0.11% | 1,702 | 6 | 0.4% | $988 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.20万 | 0.11% | 3,657 | 354 | 10.7% | $2.73万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $29.59万 | 0.12% | 3,907 | 1,055 | 37.0% | $7.99万 | 加仓 |
| — | PROSHARES TR | $30.10万 | 0.12% | 4,100 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $30.61万 | 0.12% | 2,887 | 1 | 0.0% | $106 | 加仓 |
| NFLX | NETFLIX INC. | $31.84万 | 0.12% | 3,311 | 496 | 17.6% | $4.77万 | 加仓 |
| VDC | VANGUARD WORLD FD | $31.89万 | 0.12% | 1,420 | -120 | -7.8% | -$2.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.07万 | 0.13% | 1,000 | -3 | -0.3% | -$962 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.42万 | 0.13% | 1,567 | -496 | -24.0% | -$10.26万 | 减仓 |
| MRK | MERCK & CO INC | $34.01万 | 0.13% | 2,827 | -394 | -12.2% | -$4.74万 | 减仓 |
| KHC | KRAFT HEINZ CO | $34.40万 | 0.13% | 15,297 | -844 | -5.2% | -$1.90万 | 减仓 |
| EXC | EXELON CORP | $34.60万 | 0.14% | 7,059 | -191 | -2.6% | -$9,363 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.87万 | 0.14% | 1,153 | 499 | 76.3% | $15.09万 | 加仓 |
| QCOM | QUALCOMM INC | $35.05万 | 0.14% | 2,721 | 79 | 3.0% | $1.02万 | 加仓 |
| ET | ENERGY TRANSFER L P | $38.05万 | 0.15% | 19,715 | 348 | 1.8% | $6,716 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $38.38万 | 0.15% | 24,166 | -3,834 | -13.7% | -$6.09万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $38.53万 | 0.15% | 7,733 | -46 | -0.6% | -$2,292 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $39.91万 | 0.16% | 8,069 | 8,069 | — | $39.91万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $40.00万 | 0.16% | 4,066 | -186 | -4.4% | -$1.83万 | 减仓 |
| CLX | CLOROX CO DEL | $40.45万 | 0.16% | 3,903 | -32 | -0.8% | -$3,316 | 减仓 |
| F | FORD MTR CO | $42.36万 | 0.17% | 36,711 | -709 | -1.9% | -$8,182 | 减仓 |
| VFH | VANGUARD WORLD FD | $44.76万 | 0.18% | 3,705 | 1,270 | 52.2% | $15.34万 | 加仓 |
| URI | UNITED RENTALS INC | $45.94万 | 0.18% | 631 | -3,751 | -85.6% | -$273.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.55万 | 0.19% | 1,034 | -1 | -0.1% | -$479 | 减仓 |
| GE | GE AEROSPACE | $49.63万 | 0.19% | 1,749 | 135 | 8.4% | $3.83万 | 加仓 |
| T | AT&T INC | $49.66万 | 0.19% | 17,130 | 797 | 4.9% | $2.31万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $50.54万 | 0.20% | 47,281 | -4,813 | -9.2% | -$5.15万 | 减仓 |
| QUAL | ISHARES TR | $52.03万 | 0.20% | 2,713 | 6 | 0.2% | $1,151 | 加仓 |
| CMCSA | COMCAST CORP NEW | $52.33万 | 0.20% | 18,226 | 571 | 3.2% | $1.64万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $54.48万 | 0.21% | 15,338 | 3,146 | 25.8% | $11.17万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $55.13万 | 0.22% | 18,243 | 2,539 | 16.2% | $7.67万 | 加仓 |
| NOW | SERVICENOW INC | $56.30万 | 0.22% | 5,385 | 2,035 | 60.7% | $21.28万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $57.40万 | 0.22% | 1,976 | -365 | -15.6% | -$10.60万 | 减仓 |
| — | HONEYWELL INTL INC | $63.21万 | 0.25% | 2,797 | -21 | -0.7% | -$4,746 | 减仓 |
| QQQ | INVESCO QQQ TR | $65.27万 | 0.26% | 1,131 | -18 | -1.6% | -$1.04万 | 减仓 |
| HD | HOME DEPOT INC | $69.33万 | 0.27% | 2,108 | -36 | -1.7% | -$1.18万 | 减仓 |
| LOW | LOWES COS INC | $69.82万 | 0.27% | 2,955 | -487 | -14.1% | -$11.51万 | 减仓 |
| GLPI | GAMING & LEISURE P | $70.63万 | 0.28% | 15,917 | -299 | -1.8% | -$1.33万 | 减仓 |
| AMGN | AMGEN INC | $72.62万 | 0.28% | 2,064 | 74 | 3.7% | $2.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.93万 | 0.29% | 1,121 | -8 | -0.7% | -$5,205 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $78.20万 | 0.31% | 4,730 | -6 | -0.1% | -$992 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $79.68万 | 0.31% | 3,705 | 295 | 8.7% | $6.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $79.83万 | 0.31% | 12,098 | -206 | -1.7% | -$1.36万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $80.32万 | 0.31% | 20,905 | -204 | -1.0% | -$7,838 | 减仓 |
| MPB | MID PENN BANCORP INC | $81.06万 | 0.32% | 25,204 | 2,716 | 12.1% | $8.73万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $81.57万 | 0.32% | 3,860 | -266 | -6.4% | -$5.62万 | 减仓 |
| TSLA | TESLA INC | $84.42万 | 0.33% | 2,271 | 321 | 16.5% | $11.93万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.89万 | 0.34% | 3,585 | 45 | 1.3% | $1.09万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $87.25万 | 0.34% | 35,196 | 25,971 | 281.5% | $64.38万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.46万 | 0.34% | 3,212 | -92 | -2.8% | -$2.51万 | 减仓 |
| IGM | ISHARES TR | $90.37万 | 0.35% | 7,625 | 455 | 6.3% | $5.39万 | 加仓 |
| NVS | NOVARTIS AG | $91.28万 | 0.36% | 5,976 | -2 | -0.0% | -$305 | 减仓 |
| WMT | WALMART INC | $92.44万 | 0.36% | 7,438 | -208 | -2.7% | -$2.59万 | 减仓 |
| MCD | MCDONALDS CORP | $95.95万 | 0.38% | 3,087 | -215 | -6.5% | -$6.68万 | 减仓 |
| IVE | ISHARES TR | $97.17万 | 0.38% | 4,602 | -619 | -11.9% | -$13.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $99.00万 | 0.39% | 4,308 | -20 | -0.5% | -$4,596 | 减仓 |
| SHOP | SHOPIFY INC | $100.46万 | 0.39% | 8,469 | -50 | -0.6% | -$5,931 | 减仓 |
| SO | SOUTHERN CO | $101.36万 | 0.40% | 10,501 | 1,707 | 19.4% | $16.48万 | 加仓 |
| GEV | GE VERNOVA INC | $105.88万 | 0.41% | 1,213 | 133 | 12.3% | $11.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $106.31万 | 0.42% | 1,779 | -544 | -23.4% | -$32.51万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $106.72万 | 0.42% | 12,522 | -137 | -1.1% | -$1.17万 | 减仓 |
| GIS | GENERAL MILLS INC | $108.16万 | 0.42% | 29,061 | -1,122 | -3.7% | -$4.18万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $111.16万 | 0.44% | 41,277 | 108 | 0.3% | $2,908 | 加仓 |
| PEP | PEPSICO INC | $111.79万 | 0.44% | 7,198 | 231 | 3.3% | $3.59万 | 加仓 |
| COP | CONOCOPHILLIPS | $112.24万 | 0.44% | 8,503 | -360 | -4.1% | -$4.75万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $113.83万 | 0.45% | 120,455 | -16,361 | -12.0% | -$15.46万 | 减仓 |
| C | CITIGROUP INC | $116.25万 | 0.46% | 10,250 | 1,983 | 24.0% | $22.49万 | 加仓 |
| SYY | SYSCO CORP | $117.97万 | 0.46% | 16,538 | -432 | -2.5% | -$3.08万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $128.43万 | 0.50% | 51,003 | 3,466 | 7.3% | $8.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $131.52万 | 0.52% | 15,561 | 3,078 | 24.7% | $26.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $132.89万 | 0.52% | 4,759 | -27 | -0.6% | -$7,539 | 减仓 |