KPP Advisory Services LLC
Louisville KY · SEC CIK 0001989349
$6.89亿2026Q1 申报市值
349持仓数
25.6%前十大占比 · 第一大 4.9%
25 / 12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
EQWL 加仓+$429.25万
CGIC 新建仓+$386.58万
CGGR 加仓+$371.81万
TIP 新建仓+$361.48万
QQQM 加仓+$342.62万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$849.85万
NVDA 减仓-$351.03万
VOE 减仓-$322.38万
QQQ 减仓-$318.32万
QUAL 减仓-$266.24万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES TR | $34.81万 | 0.05% | 14,360 | 1,540 | 12.0% | $3.73万 | 加仓 |
| MBB | ISHARES TR | $34.94万 | 0.05% | 3,679 | -265 | -6.7% | -$2.52万 | 减仓 |
| ENB | ENBRIDGE INC | $34.97万 | 0.05% | 6,458 | -814 | -11.2% | -$4.41万 | 减仓 |
| PII | POLARIS INC | $35.10万 | 0.05% | 6,441 | 9 | 0.1% | $490 | 加仓 |
| USMV | ISHARES TR | $35.91万 | 0.05% | 3,872 | -4 | -0.1% | -$371 | 减仓 |
| SPYG | SPDR SERIES TRUST | $35.92万 | 0.05% | 3,669 | -862 | -19.0% | -$8.44万 | 重新持有 |
| — | HANCOCK JOHN PFD INCOME FD | $36.81万 | 0.05% | 23,460 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $37.25万 | 0.05% | 4,311 | 1 | 0.0% | $86 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $37.54万 | 0.05% | 4,425 | 4,425 | — | $37.54万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $37.70万 | 0.05% | 4,832 | -233 | -4.6% | -$1.82万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.01万 | 0.06% | 4,795 | -153 | -3.1% | -$1.21万 | 减仓 |
| VTR | VENTAS INC | $38.09万 | 0.06% | 4,658 | 25 | 0.5% | $2,045 | 加仓 |
| SDY | SPDR SERIES TRUST | $38.20万 | 0.06% | 2,617 | -69 | -2.6% | -$1.01万 | 减仓 |
| CB | CHUBB LTD SWITZ | $38.30万 | 0.06% | 1,175 | -1 | -0.1% | -$326 | 减仓 |
| DVY | ISHARES TR | $38.35万 | 0.06% | 2,533 | -50 | -1.9% | -$7,570 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $38.66万 | 0.06% | 4,186 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $38.96万 | 0.06% | 84,138 | 1,241 | 1.5% | $5,746 | 加仓 |
| VAW | VANGUARD WORLD FD | $39.19万 | 0.06% | 1,739 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $39.42万 | 0.06% | 1,478 | -163 | -9.9% | -$4.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.44万 | 0.06% | 10,423 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $39.57万 | 0.06% | 4,115 | -2,076 | -33.5% | -$19.96万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $40.01万 | 0.06% | 24,591 | 1,354 | 5.8% | $2.20万 | 加仓 |
| ADI | ANALOG DEVICES INC | $40.56万 | 0.06% | 1,275 | 19 | 1.5% | $6,045 | 加仓 |
| IJT | ISHARES TR | $40.77万 | 0.06% | 2,817 | 30 | 1.1% | $4,342 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.54万 | 0.06% | 7,014 | 341 | 5.1% | $2.02万 | 加仓 |
| GEV | GE VERNOVA INC | $41.55万 | 0.06% | 476 | -5 | -1.0% | -$4,365 | 减仓 |
| PGR | PROGRESSIVE CORP | $42.13万 | 0.06% | 2,125 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $42.31万 | 0.06% | 5,482 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $42.38万 | 0.06% | 5,148 | 289 | 5.9% | $2.38万 | 加仓 |
| IBDR | ISHARES TR | $42.70万 | 0.06% | 17,615 | 2,500 | 16.5% | $6.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $42.77万 | 0.06% | 1,302 | 58 | 4.7% | $1.91万 | 加仓 |
| VIS | VANGUARD WORLD FD | $42.87万 | 0.06% | 1,373 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $43.97万 | 0.06% | 1,679 | -27 | -1.6% | -$7,071 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $44.41万 | 0.06% | 3,463 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $44.59万 | 0.06% | 1,638 | -4 | -0.2% | -$1,089 | 减仓 |
| IJK | ISHARES TR | $44.92万 | 0.07% | 4,464 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $45.13万 | 0.07% | 1,734 | 91 | 5.5% | $2.37万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $45.17万 | 0.07% | 7,207 | 420 | 6.2% | $2.63万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $45.83万 | 0.07% | 3,771 | -44 | -1.2% | -$5,347 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $46.80万 | 0.07% | 8,926 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $46.99万 | 0.07% | 1,656 | -100 | -5.7% | -$2.84万 | 减仓 |
| NET | CLOUDFLARE INC | $47.38万 | 0.07% | 2,296 | -9 | -0.4% | -$1,857 | 减仓 |
| FDX | FEDEX CORP | $47.44万 | 0.07% | 1,332 | -169 | -11.3% | -$6.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $48.12万 | 0.07% | 2,932 | -882 | -23.1% | -$14.47万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $48.78万 | 0.07% | 4,279 | 124 | 3.0% | $1.41万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $48.99万 | 0.07% | 10,732 | -143 | -1.3% | -$6,528 | 减仓 |
| PFE | PFIZER INC | $49.43万 | 0.07% | 17,604 | 52 | 0.3% | $1,460 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $50.05万 | 0.07% | 14,926 | -35 | -0.2% | -$1,174 | 减仓 |
| IQLT | ISHARES TR | $50.22万 | 0.07% | 10,862 | -112 | -1.0% | -$5,178 | 重新持有 |
| MDT | MEDTRONIC PLC | $50.23万 | 0.07% | 5,797 | -823 | -12.4% | -$7.13万 | 减仓 |
| IGIB | ISHARES TR | $50.48万 | 0.07% | 9,485 | -107 | -1.1% | -$5,695 | 减仓 |
| BA | BOEING CO | $51.39万 | 0.07% | 2,582 | 1,051 | 68.6% | $20.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.61万 | 0.07% | 2,129 | 38 | 1.8% | $9,212 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.16万 | 0.08% | 3,316 | 235 | 7.6% | $3.70万 | 加仓 |
| DIVB | ISHARES TR | $52.66万 | 0.08% | 9,761 | -12,985 | -57.1% | -$70.05万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $53.00万 | 0.08% | 3,615 | 56 | 1.6% | $8,210 | 加仓 |
| VLO | VALERO ENERGY CORP | $53.27万 | 0.08% | 2,156 | 52 | 2.5% | $1.28万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $53.48万 | 0.08% | 23,458 | -435 | -1.8% | -$9,918 | 减仓 |
| BILS | SPDR SERIES TRUST | $54.38万 | 0.08% | 5,469 | -2,370 | -30.2% | -$23.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $54.64万 | 0.08% | 1,806 | -211 | -10.5% | -$6.38万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $55.16万 | 0.08% | 18,368 | 63 | 0.3% | $1,892 | 加仓 |
| QCOM | QUALCOMM INC | $55.21万 | 0.08% | 4,287 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $55.52万 | 0.08% | 11,136 | -600 | -5.1% | -$2.99万 | 减仓 |
| LOW | LOWES COS INC | $55.53万 | 0.08% | 2,350 | 12 | 0.5% | $2,836 | 加仓 |
| WM | WASTE MGMT INC DEL | $55.84万 | 0.08% | 2,430 | 10 | 0.4% | $2,298 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.41万 | 0.08% | 2,623 | -77 | -2.9% | -$1.66万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $56.85万 | 0.08% | 3,713 | -233 | -5.9% | -$3.57万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $57.19万 | 0.08% | 5,248 | -868 | -14.2% | -$9.46万 | 减仓 |
| AAXJ | ISHARES TR | $57.43万 | 0.08% | 5,964 | -11,930 | -66.7% | -$114.87万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $57.44万 | 0.08% | 5,838 | -4,814 | -45.2% | -$47.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $57.73万 | 0.08% | 4,409 | 95 | 2.2% | $1.24万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $58.00万 | 0.08% | 12,244 | 12,244 | — | $58.00万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.33万 | 0.08% | 1,494 | -370 | -19.8% | -$14.45万 | 减仓 |
| TMUS | T-MOBILE US INC | $58.96万 | 0.09% | 2,807 | 777 | 38.3% | $16.32万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $59.14万 | 0.09% | 4,955 | -526 | -9.6% | -$6.28万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $60.55万 | 0.09% | 19,556 | -464 | -2.3% | -$1.44万 | 减仓 |
| CTAS | CINTAS CORP | $60.66万 | 0.09% | 3,586 | 345 | 10.6% | $5.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.81万 | 0.09% | 9,489 | 1,095 | 13.0% | $7.02万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $61.55万 | 0.09% | 8,617 | -4,701 | -35.3% | -$33.58万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $62.66万 | 0.09% | 13,486 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $62.68万 | 0.09% | 5,995 | 467 | 8.4% | $4.88万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $64.40万 | 0.09% | 11,234 | 6,064 | 117.3% | $34.76万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $65.35万 | 0.09% | 1,904 | -35 | -1.8% | -$1.20万 | 减仓 |
| WMB | WILLIAMS COS INC | $66.35万 | 0.10% | 9,116 | 6 | 0.1% | $437 | 加仓 |
| EOG | EOG RES INC | $66.63万 | 0.10% | 4,609 | 1,733 | 60.3% | $25.05万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $68.04万 | 0.10% | 4,115 | 109 | 2.7% | $1.80万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.80万 | 0.10% | 4,704 | -83 | -1.7% | -$1.21万 | 减仓 |
| — | PROSHARES TR | $68.93万 | 0.10% | 9,915 | -1,512 | -13.2% | -$10.51万 | 减仓 |
| TJX | TJX COS INC NEW | $69.77万 | 0.10% | 4,369 | 13 | 0.3% | $2,076 | 加仓 |
| UTES | ETFIS SER TR I | $70.65万 | 0.10% | 8,842 | 2,629 | 42.3% | $21.01万 | 加仓 |
| SMH | VANECK ETF TRUST | $71.20万 | 0.10% | 1,857 | 17 | 0.9% | $6,518 | 加仓 |
| ITOT | ISHARES TR | $71.83万 | 0.10% | 5,043 | -817 | -13.9% | -$11.64万 | 减仓 |
| IFRA | ISHARES TR | $71.98万 | 0.10% | 12,583 | -3,132 | -19.9% | -$17.92万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $72.10万 | 0.10% | 8,128 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $72.20万 | 0.10% | 20,981 | 2,881 | 15.9% | $9.91万 | 加仓 |
| URI | UNITED RENTALS INC | $72.57万 | 0.11% | 996 | 23 | 2.4% | $1.68万 | 加仓 |
| ET | ENERGY TRANSFER L P | $72.69万 | 0.11% | 37,661 | -696 | -1.8% | -$1.34万 | 减仓 |
| XBIL | RBB FD INC | $72.94万 | 0.11% | 14,580 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $73.67万 | 0.11% | 9,625 | -913 | -8.7% | -$6.99万 | 减仓 |
| GLD | SPDR GOLD TR | $74.14万 | 0.11% | 1,723 | 20 | 1.2% | $8,606 | 加仓 |