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 |
|---|---|---|---|---|---|---|---|---|
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $39.91万 | 0.16% | 8,069 | 8,069 | — | $39.91万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $38.53万 | 0.15% | 7,733 | -46 | -0.6% | -$2,292 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $38.38万 | 0.15% | 24,166 | -3,834 | -13.7% | -$6.09万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.05万 | 0.15% | 19,715 | 348 | 1.8% | $6,716 | 加仓 |
| QCOM | QUALCOMM INC | $35.05万 | 0.14% | 2,721 | 79 | 3.0% | $1.02万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $34.87万 | 0.14% | 1,153 | 499 | 76.3% | $15.09万 | 加仓 |
| EXC | EXELON CORP | $34.60万 | 0.14% | 7,059 | -191 | -2.6% | -$9,363 | 减仓 |
| KHC | KRAFT HEINZ CO | $34.40万 | 0.13% | 15,297 | -844 | -5.2% | -$1.90万 | 减仓 |
| MRK | MERCK & CO INC | $34.01万 | 0.13% | 2,827 | -394 | -12.2% | -$4.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.42万 | 0.13% | 1,567 | -496 | -24.0% | -$10.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $32.07万 | 0.13% | 1,000 | -3 | -0.3% | -$962 | 减仓 |
| VDC | VANGUARD WORLD FD | $31.89万 | 0.12% | 1,420 | -120 | -7.8% | -$2.69万 | 减仓 |
| NFLX | NETFLIX INC. | $31.84万 | 0.12% | 3,311 | 496 | 17.6% | $4.77万 | 加仓 |
| NOBL | PROSHARES TR | $30.61万 | 0.12% | 2,887 | 1 | 0.0% | $106 | 加仓 |
| — | PROSHARES TR | $30.10万 | 0.12% | 4,100 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $29.59万 | 0.12% | 3,907 | 1,055 | 37.0% | $7.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.20万 | 0.11% | 3,657 | 354 | 10.7% | $2.73万 | 加仓 |
| MS | MORGAN STANLEY | $28.01万 | 0.11% | 1,702 | 6 | 0.4% | $988 | 加仓 |
| NJR | NEW JERSEY RES CORP | $27.24万 | 0.11% | 4,961 | 4,961 | — | $27.24万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $27.04万 | 0.11% | 6,715 | 24 | 0.4% | $966 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.07万 | 0.10% | 431 | -6 | -1.4% | -$3,629 | 减仓 |
| BX | BLACKSTONE INC | $24.80万 | 0.10% | 2,157 | -107 | -4.7% | -$1.23万 | 减仓 |
| VLO | VALERO ENERGY CORP | $23.19万 | 0.09% | 939 | 939 | — | $23.19万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $23.19万 | 0.09% | 4,023 | -402 | -9.1% | -$2.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.07万 | 0.09% | 273 | 273 | — | $23.07万 | 新建仓 |
| COWZ | PACER FDS TR | $22.94万 | 0.09% | 3,667 | -191 | -5.0% | -$1.19万 | 减仓 |
| IYK | ISHARES TR | $21.15万 | 0.08% | 3,019 | 3,019 | — | $21.15万 | 新建仓 |
| PPL | PPL CORP | $21.12万 | 0.08% | 5,528 | -106 | -1.9% | -$4,049 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $21.05万 | 0.08% | 3,082 | -71 | -2.3% | -$4,848 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.99万 | 0.08% | 6,290 | 6,290 | — | $20.99万 | 新建仓 |
| IWM | ISHARES TR | $20.96万 | 0.08% | 845 | 1 | 0.1% | $248 | 加仓 |
| ADT | ADT INC DEL | $13.44万 | 0.05% | 20,451 | -4,589 | -18.3% | -$3.01万 | 减仓 |
| — | INVESCO PA VALUE MUN INC TR | $11.34万 | 0.04% | 10,724 | 201 | 1.9% | $2,125 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $10.48万 | 0.04% | 10,619 | 200 | 1.9% | $1,974 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $2.21万 | 0.01% | 12,492 | 739 | 6.3% | $1,308 | 加仓 |
| 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 |