KENNEDY INVESTMENT GROUP, INC.
WEST DEPTFORD NJ · SEC CIK 0001978005
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $2,246.71万 | 7.62% | 59,476 | 364 | 0.6% | $13.75万 | 加仓 |
| AAPL | APPLE INC | $2,007.77万 | 6.81% | 69,387 | -2,153 | -3.0% | -$62.30万 | 减仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $1,608.34万 | 5.46% | 1,173,970 | 1,332 | 0.1% | $1.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1,496.08万 | 5.08% | 62,771 | -278 | -0.4% | -$6.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,359.86万 | 4.61% | 67,962 | 770 | 1.1% | $15.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,201.86万 | 4.08% | 10,412 | 890 | 9.3% | $102.73万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $961.10万 | 3.26% | 156,378 | 5,720 | 3.8% | $35.16万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $943.59万 | 3.20% | 182,548 | 12,031 | 7.1% | $62.19万 | 加仓 |
| GOOG | ALPHABET INC | $673.88万 | 2.29% | 19,072 | 731 | 4.0% | $25.83万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $657.10万 | 2.23% | 96,159 | 96,159 | — | $657.10万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $584.36万 | 1.98% | 105,157 | 12,815 | 13.9% | $71.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $550.65万 | 1.87% | 10,721 | -268 | -2.4% | -$13.76万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $473.76万 | 1.61% | 83,881 | 1,517 | 1.8% | $8.57万 | 加仓 |
| USMV | ISHARES TR | $425.74万 | 1.44% | 44,137 | -72,568 | -62.2% | -$699.98万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $420.84万 | 1.43% | 91,987 | 8,067 | 9.6% | $36.91万 | 加仓 |
| BIL | SPDR SERIES TRUST | $417.56万 | 1.42% | 45,565 | -1,054 | -2.3% | -$9.66万 | 减仓 |
| ABBV | ABBVIE INC | $396.42万 | 1.35% | 15,754 | 387 | 2.5% | $9.74万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $347.40万 | 1.18% | 120,396 | 9,038 | 8.1% | $26.08万 | 加仓 |
| NVO | NOVO-NORDISK A S | $333.33万 | 1.13% | 69,531 | 22,755 | 48.6% | $109.09万 | 加仓 |
| GOOGL | ALPHABET INC | $329.76万 | 1.12% | 9,227 | -22 | -0.2% | -$7,862 | 减仓 |
| PG | PROCTER & GAMBLE CO | $329.44万 | 1.12% | 22,466 | -298 | -1.3% | -$4.37万 | 减仓 |
| LLY | ELI LILLY & CO | $329.13万 | 1.12% | 2,744 | 116 | 4.4% | $13.91万 | 加仓 |
| META | META PLATFORMS INC | $319.35万 | 1.08% | 5,669 | -1,022 | -15.3% | -$57.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $301.41万 | 1.02% | 9,002 | -16 | -0.2% | -$5,357 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $270.87万 | 0.92% | 40,081 | -552 | -1.4% | -$3.73万 | 减仓 |
| BAC | BANK OF AMER CORP | $269.15万 | 0.91% | 47,236 | -3,782 | -7.4% | -$21.55万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $264.35万 | 0.90% | 3,464 | -2,699 | -43.8% | -$205.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $245.81万 | 0.83% | 6,590 | 170 | 2.6% | $6.34万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $242.96万 | 0.82% | 467,237 | -61,916 | -11.7% | -$32.20万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $221.89万 | 0.75% | 43,947 | 5,781 | 15.1% | $29.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $220.08万 | 0.75% | 2,353 | -7 | -0.3% | -$6,547 | 减仓 |
| PWR | QUANTA SVCS INC | $209.40万 | 0.71% | 2,908 | -14 | -0.5% | -$1.01万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $208.31万 | 0.71% | 35,122 | 4,242 | 13.7% | $25.16万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $192.23万 | 0.65% | 150,182 | -9,336 | -5.9% | -$11.95万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $191.50万 | 0.65% | 39,748 | -1,768 | -4.3% | -$8.52万 | 减仓 |
| ETN | EATON CORP PLC | $183.97万 | 0.62% | 4,317 | -539 | -11.1% | -$22.97万 | 减仓 |
| C | CITIGROUP INC | $183.42万 | 0.62% | 13,105 | 2,855 | 27.9% | $39.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $179.81万 | 0.61% | 5,493 | -85 | -1.5% | -$2.78万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $179.10万 | 0.61% | 22,067 | -180 | -0.8% | -$1.46万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $169.62万 | 0.58% | 17,204 | 1,643 | 10.6% | $16.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $167.39万 | 0.57% | 6,591 | 377 | 6.1% | $9.57万 | 加仓 |
| HYD | VANECK ETF TRUST | $166.60万 | 0.57% | 32,342 | 61 | 0.2% | $3,142 | 加仓 |
| — | EXXON MOBIL CORP | $165.88万 | 0.56% | 12,133 | 971 | 8.7% | $13.27万 | 加仓 |
| GEV | GE VERNOVA INC | $160.74万 | 0.55% | 1,368 | 155 | 12.8% | $18.21万 | 加仓 |
| V | VISA INC | $156.17万 | 0.53% | 4,552 | -33 | -0.7% | -$1.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $155.41万 | 0.53% | 18,806 | -2,489 | -11.7% | -$20.57万 | 减仓 |
| KO | COCA COLA CO | $152.51万 | 0.52% | 18,765 | -425 | -2.2% | -$3.45万 | 减仓 |
| VPU | VANGUARD WORLD FD | $151.30万 | 0.51% | 7,730 | -215 | -2.7% | -$4.21万 | 减仓 |
| BP | BP PLC | $148.04万 | 0.50% | 40,066 | -2,837 | -6.6% | -$10.48万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $142.93万 | 0.49% | 77,383 | -4,700 | -5.7% | -$8.68万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $140.12万 | 0.48% | 5,642 | 883 | 18.6% | $21.93万 | 加仓 |
| SYY | SYSCO CORP | $135.81万 | 0.46% | 16,249 | -289 | -1.7% | -$2.42万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $128.73万 | 0.44% | 51,044 | 41 | 0.1% | $1,034 | 加仓 |
| IGM | ISHARES TR | $124.79万 | 0.42% | 7,629 | 4 | 0.1% | $654 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $124.35万 | 0.42% | 29,369 | -428 | -1.4% | -$1.81万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $121.66万 | 0.41% | 41,382 | 105 | 0.3% | $3,087 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $119.05万 | 0.40% | 28,124 | 21,834 | 347.1% | $92.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $115.26万 | 0.39% | 1,678 | -101 | -5.7% | -$6.94万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $112.62万 | 0.38% | 12,284 | -238 | -1.9% | -$2.18万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $109.31万 | 0.37% | 43,430 | 8,234 | 23.4% | $20.72万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $107.14万 | 0.36% | 27,367 | 27,367 | — | $107.14万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $105.88万 | 0.36% | 3,130 | 1,977 | 171.5% | $66.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $105.24万 | 0.36% | 3,742 | 157 | 4.4% | $4.42万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $104.43万 | 0.35% | 111,452 | -9,003 | -7.5% | -$8.44万 | 减仓 |
| SHOP | SHOPIFY INC | $101.27万 | 0.34% | 8,869 | 400 | 4.7% | $4.57万 | 加仓 |
| SO | SOUTHERN CO | $100.51万 | 0.34% | 10,501 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $97.12万 | 0.33% | 4,277 | -325 | -7.1% | -$7.38万 | 减仓 |
| WM | WASTE MGMT INC DEL | $95.71万 | 0.32% | 4,294 | -14 | -0.3% | -$3,121 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $94.95万 | 0.32% | 10,326 | 10,326 | — | $94.95万 | 新建仓 |
| PEP | PEPSICO INC | $94.34万 | 0.32% | 6,967 | -231 | -3.2% | -$3.13万 | 减仓 |
| NVS | NOVARTIS AG | $93.60万 | 0.32% | 5,972 | -4 | -0.1% | -$627 | 减仓 |
| TSLA | TESLA INC | $92.74万 | 0.31% | 2,205 | -66 | -2.9% | -$2.78万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $91.40万 | 0.31% | 3,847 | -13 | -0.3% | -$3,089 | 减仓 |
| VHT | VANGUARD WORLD FD | $90.53万 | 0.31% | 3,028 | -184 | -5.7% | -$5.50万 | 减仓 |
| MPB | MID PENN BANCORP INC | $87.87万 | 0.30% | 25,222 | 18 | 0.1% | $627 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $87.66万 | 0.30% | 3,705 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $87.18万 | 0.30% | 12,116 | 18 | 0.1% | $1,295 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $85.85万 | 0.29% | 4,746 | 16 | 0.3% | $2,894 | 加仓 |
| WMT | WALMART INC | $83.55万 | 0.28% | 7,376 | -62 | -0.8% | -$7,023 | 减仓 |
| MCD | MCDONALDS CORP | $83.46万 | 0.28% | 3,087 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.47万 | 0.28% | 1,104 | -17 | -1.5% | -$1.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $81.22万 | 0.28% | 1,103 | -28 | -2.5% | -$2.06万 | 减仓 |
| IEFA | ISHARES TR | $79.50万 | 0.27% | 8,231 | 8,231 | — | $79.50万 | 新建仓 |
| COP | CONOCOPHILLIPS | $72.14万 | 0.24% | 6,939 | -1,564 | -18.4% | -$16.26万 | 减仓 |
| AMGN | AMGEN INC | $70.47万 | 0.24% | 1,946 | -118 | -5.7% | -$4.27万 | 减仓 |
| GLPI | GAMING & LEISURE P | $70.23万 | 0.24% | 15,772 | -145 | -0.9% | -$6,457 | 减仓 |
| HD | HOME DEPOT INC | $69.88万 | 0.24% | 1,981 | -127 | -6.0% | -$4.48万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.11万 | 0.23% | 20,760 | -145 | -0.7% | -$4,827 | 减仓 |
| NOW | SERVICENOW INC | $66.12万 | 0.22% | 6,660 | 1,275 | 23.7% | $12.66万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $65.69万 | 0.22% | 18,392 | 3,054 | 19.9% | $10.91万 | 加仓 |
| GE | GE AEROSPACE | $65.47万 | 0.22% | 1,752 | 3 | 0.2% | $1,121 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $64.86万 | 0.22% | 25,003 | 6,760 | 37.1% | $17.54万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $59.36万 | 0.20% | 12,098 | 4,029 | 49.9% | $19.77万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $57.32万 | 0.19% | 1,955 | -21 | -1.1% | -$6,157 | 减仓 |
| LOW | LOWES COS INC | $57.13万 | 0.19% | 2,591 | -364 | -12.3% | -$8.03万 | 减仓 |
| VFH | VANGUARD WORLD FD | $53.00万 | 0.18% | 4,027 | 322 | 8.7% | $4.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.74万 | 0.18% | 1,034 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $50.01万 | 0.17% | 6,062 | 2,155 | 55.2% | $17.78万 | 加仓 |
| QUAL | ISHARES TR | $49.51万 | 0.17% | 2,256 | -457 | -16.8% | -$10.03万 | 减仓 |
| QCOM | QUALCOMM INC | $49.19万 | 0.17% | 2,662 | -59 | -2.2% | -$1.09万 | 减仓 |