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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,829.57万 | 7.17% | 59,112 | 897 | 1.5% | $27.76万 | 加仓 |
| AAPL | APPLE INC | $1,815.61万 | 7.11% | 71,540 | -404 | -0.6% | -$10.25万 | 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 |
| AMZN | AMAZON COM INC | $1,313.12万 | 5.14% | 63,049 | -131 | -0.2% | -$2.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,171.82万 | 4.59% | 67,192 | 85 | 0.1% | $1.48万 | 加仓 |
| USMV | ISHARES TR | $1,082.32万 | 4.24% | 116,705 | -514 | -0.4% | -$4.77万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $836.45万 | 3.28% | 150,658 | 11,424 | 8.2% | $63.43万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $769.37万 | 3.01% | 170,517 | 12,080 | 7.6% | $54.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $549.09万 | 2.15% | 10,989 | 14 | 0.1% | $6,995 | 加仓 |
| GOOG | ALPHABET INC | $526.13万 | 2.06% | 18,341 | 761 | 4.3% | $21.83万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $466.84万 | 1.83% | 82,364 | 393 | 0.5% | $2.23万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $462.08万 | 1.81% | 92,342 | 29,541 | 47.0% | $147.82万 | 加仓 |
| BIL | SPDR SERIES TRUST | $427.22万 | 1.67% | 46,619 | -2,989 | -6.0% | -$27.39万 | 减仓 |
| META | META PLATFORMS INC | $382.83万 | 1.50% | 6,691 | -43 | -0.6% | -$2.46万 | 减仓 |
| ABBV | ABBVIE INC | $334.23万 | 1.31% | 15,367 | 234 | 1.5% | $5.09万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $331.31万 | 1.30% | 83,920 | 6,802 | 8.8% | $26.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $328.81万 | 1.29% | 22,764 | -314 | -1.4% | -$4.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $321.68万 | 1.26% | 9,522 | -521 | -5.2% | -$17.60万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $320.15万 | 1.25% | 111,358 | 53,968 | 94.0% | $155.16万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $269.87万 | 1.06% | 529,153 | -50,069 | -8.6% | -$25.54万 | 减仓 |
| GOOGL | ALPHABET INC | $265.95万 | 1.04% | 9,249 | -199 | -2.1% | -$5.72万 | 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 |
| BAC | BANK AMERICA CORP | $248.71万 | 0.97% | 51,018 | -443 | -0.9% | -$2.16万 | 减仓 |
| LLY | ELI LILLY & CO | $241.73万 | 0.95% | 2,628 | -43 | -1.6% | -$3.96万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $240.61万 | 0.94% | 6,163 | 583 | 10.4% | $22.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $237.66万 | 0.93% | 6,420 | 40 | 0.6% | $1.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $235.15万 | 0.92% | 2,360 | -86 | -3.5% | -$8.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $225.97万 | 0.88% | 9,018 | -454 | -4.8% | -$11.38万 | 减仓 |
| BP | BP PLC | $201.64万 | 0.79% | 42,903 | -8,608 | -16.7% | -$40.46万 | 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 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $195.25万 | 0.76% | 41,516 | -3,914 | -8.6% | -$18.41万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $192.24万 | 0.75% | 38,166 | 2,567 | 7.2% | $12.93万 | 加仓 |
| — | EXXON MOBIL CORP | $189.37万 | 0.74% | 11,162 | 813 | 7.9% | $13.79万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $180.09万 | 0.71% | 22,247 | 528 | 2.4% | $4.27万 | 加仓 |
| ETN | EATON CORP PLC | $173.68万 | 0.68% | 4,856 | 6 | 0.1% | $2,146 | 加仓 |
| NVO | NOVO-NORDISK A S | $171.90万 | 0.67% | 46,776 | 27,104 | 137.8% | $99.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $169.53万 | 0.66% | 21,295 | 285 | 1.4% | $2.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $164.07万 | 0.64% | 5,578 | 330 | 6.3% | $9.71万 | 加仓 |
| HYD | VANECK ETF TRUST | $161.86万 | 0.63% | 32,281 | 40 | 0.1% | $2,006 | 加仓 |
| PWR | QUANTA SVCS INC | $160.43万 | 0.63% | 2,922 | -20 | -0.7% | -$1.10万 | 减仓 |
| VPU | VANGUARD WORLD FD | $157.42万 | 0.62% | 7,945 | 267 | 3.5% | $5.29万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $152.83万 | 0.60% | 30,880 | 6,093 | 24.6% | $30.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $151.90万 | 0.59% | 6,214 | 63 | 1.0% | $1.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.58万 | 0.59% | 29,797 | -330 | -1.1% | -$1.66万 | 减仓 |
| KO | COCA COLA CO | $145.94万 | 0.57% | 19,190 | -1,952 | -9.2% | -$14.84万 | 减仓 |
| V | VISA INC | $138.56万 | 0.54% | 4,585 | 7 | 0.2% | $2,115 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $136.26万 | 0.53% | 82,083 | 425 | 0.5% | $7,055 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $132.89万 | 0.52% | 4,759 | -27 | -0.6% | -$7,539 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $131.52万 | 0.52% | 15,561 | 3,078 | 24.7% | $26.02万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $128.43万 | 0.50% | 51,003 | 3,466 | 7.3% | $8.73万 | 加仓 |
| SYY | SYSCO CORP | $117.97万 | 0.46% | 16,538 | -432 | -2.5% | -$3.08万 | 减仓 |
| C | CITIGROUP INC | $116.25万 | 0.46% | 10,250 | 1,983 | 24.0% | $22.49万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $113.83万 | 0.45% | 120,455 | -16,361 | -12.0% | -$15.46万 | 减仓 |
| COP | CONOCOPHILLIPS | $112.24万 | 0.44% | 8,503 | -360 | -4.1% | -$4.75万 | 减仓 |
| PEP | PEPSICO INC | $111.79万 | 0.44% | 7,198 | 231 | 3.3% | $3.59万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $111.16万 | 0.44% | 41,277 | 108 | 0.3% | $2,908 | 加仓 |
| GIS | GENERAL MILLS INC | $108.16万 | 0.42% | 29,061 | -1,122 | -3.7% | -$4.18万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $106.72万 | 0.42% | 12,522 | -137 | -1.1% | -$1.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $106.31万 | 0.42% | 1,779 | -544 | -23.4% | -$32.51万 | 减仓 |
| GEV | GE VERNOVA INC | $105.88万 | 0.41% | 1,213 | 133 | 12.3% | $11.61万 | 加仓 |
| SO | SOUTHERN CO | $101.36万 | 0.40% | 10,501 | 1,707 | 19.4% | $16.48万 | 加仓 |
| SHOP | SHOPIFY INC | $100.46万 | 0.39% | 8,469 | -50 | -0.6% | -$5,931 | 减仓 |
| WM | WASTE MGMT INC DEL | $99.00万 | 0.39% | 4,308 | -20 | -0.5% | -$4,596 | 减仓 |
| IVE | ISHARES TR | $97.17万 | 0.38% | 4,602 | -619 | -11.9% | -$13.07万 | 减仓 |
| MCD | MCDONALDS CORP | $95.95万 | 0.38% | 3,087 | -215 | -6.5% | -$6.68万 | 减仓 |
| WMT | WALMART INC | $92.44万 | 0.36% | 7,438 | -208 | -2.7% | -$2.59万 | 减仓 |
| NVS | NOVARTIS AG | $91.28万 | 0.36% | 5,976 | -2 | -0.0% | -$305 | 减仓 |
| IGM | ISHARES TR | $90.37万 | 0.35% | 7,625 | 455 | 6.3% | $5.39万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.46万 | 0.34% | 3,212 | -92 | -2.8% | -$2.51万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $87.25万 | 0.34% | 35,196 | 25,971 | 281.5% | $64.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.89万 | 0.34% | 3,585 | 45 | 1.3% | $1.09万 | 加仓 |
| TSLA | TESLA INC | $84.42万 | 0.33% | 2,271 | 321 | 16.5% | $11.93万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $81.57万 | 0.32% | 3,860 | -266 | -6.4% | -$5.62万 | 减仓 |
| MPB | MID PENN BANCORP INC | $81.06万 | 0.32% | 25,204 | 2,716 | 12.1% | $8.73万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $80.32万 | 0.31% | 20,905 | -204 | -1.0% | -$7,838 | 减仓 |
| MO | ALTRIA GROUP INC | $79.83万 | 0.31% | 12,098 | -206 | -1.7% | -$1.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $79.68万 | 0.31% | 3,705 | 295 | 8.7% | $6.34万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $78.20万 | 0.31% | 4,730 | -6 | -0.1% | -$992 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.93万 | 0.29% | 1,121 | -8 | -0.7% | -$5,205 | 减仓 |
| AMGN | AMGEN INC | $72.62万 | 0.28% | 2,064 | 74 | 3.7% | $2.60万 | 加仓 |
| GLPI | GAMING & LEISURE P | $70.63万 | 0.28% | 15,917 | -299 | -1.8% | -$1.33万 | 减仓 |
| LOW | LOWES COS INC | $69.82万 | 0.27% | 2,955 | -487 | -14.1% | -$11.51万 | 减仓 |
| HD | HOME DEPOT INC | $69.33万 | 0.27% | 2,108 | -36 | -1.7% | -$1.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $65.27万 | 0.26% | 1,131 | -18 | -1.6% | -$1.04万 | 减仓 |
| — | HONEYWELL INTL INC | $63.21万 | 0.25% | 2,797 | -21 | -0.7% | -$4,746 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $57.40万 | 0.22% | 1,976 | -365 | -15.6% | -$10.60万 | 减仓 |
| NOW | SERVICENOW INC | $56.30万 | 0.22% | 5,385 | 2,035 | 60.7% | $21.28万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $55.13万 | 0.22% | 18,243 | 2,539 | 16.2% | $7.67万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $54.48万 | 0.21% | 15,338 | 3,146 | 25.8% | $11.17万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $52.33万 | 0.20% | 18,226 | 571 | 3.2% | $1.64万 | 加仓 |
| QUAL | ISHARES TR | $52.03万 | 0.20% | 2,713 | 6 | 0.2% | $1,151 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $50.54万 | 0.20% | 47,281 | -4,813 | -9.2% | -$5.15万 | 减仓 |
| T | AT&T INC | $49.66万 | 0.19% | 17,130 | 797 | 4.9% | $2.31万 | 加仓 |
| GE | GE AEROSPACE | $49.63万 | 0.19% | 1,749 | 135 | 8.4% | $3.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.55万 | 0.19% | 1,034 | -1 | -0.1% | -$479 | 减仓 |
| URI | UNITED RENTALS INC | $45.94万 | 0.18% | 631 | -3,751 | -85.6% | -$273.10万 | 减仓 |
| VFH | VANGUARD WORLD FD | $44.76万 | 0.18% | 3,705 | 1,270 | 52.2% | $15.34万 | 加仓 |
| F | FORD MTR CO | $42.36万 | 0.17% | 36,711 | -709 | -1.9% | -$8,182 | 减仓 |
| CLX | CLOROX CO DEL | $40.45万 | 0.16% | 3,903 | -32 | -0.8% | -$3,316 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $40.00万 | 0.16% | 4,066 | -186 | -4.4% | -$1.83万 | 减仓 |