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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $74.80万 | 0.11% | 19,248 | -50 | -0.3% | -$1,943 | 减仓 |
| FLS | FLOWSERVE CORP | $75.52万 | 0.11% | 10,273 | 230 | 2.3% | $1.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $75.89万 | 0.11% | 897 | -97 | -9.8% | -$8.21万 | 减仓 |
| BLK | BLACKROCK INC | $78.99万 | 0.11% | 821 | -489 | -37.3% | -$47.05万 | 减仓 |
| EFG | ISHARES TR | $79.60万 | 0.12% | 7,147 | -3,611 | -33.6% | -$40.22万 | 减仓 |
| WFC | WELLS FARGO & CO | $80.05万 | 0.12% | 10,055 | 465 | 4.8% | $3.70万 | 加仓 |
| CMI | CUMMINS INC | $81.24万 | 0.12% | 1,510 | -370 | -19.7% | -$19.91万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $82.41万 | 0.12% | 9,679 | 582 | 6.4% | $4.96万 | 加仓 |
| FAST | FASTENAL CO | $82.51万 | 0.12% | 17,783 | 731 | 4.3% | $3.39万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $83.59万 | 0.12% | 16,734 | -865 | -4.9% | -$4.32万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $84.24万 | 0.12% | 4,029 | 193 | 5.0% | $4.04万 | 加仓 |
| VNT | VONTIER CORPORATION | $84.39万 | 0.12% | 23,791 | 874 | 3.8% | $3.10万 | 加仓 |
| PEP | PEPSICO INC | $85.10万 | 0.12% | 5,480 | -290 | -5.0% | -$4.50万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $85.50万 | 0.12% | 8,910 | 458 | 5.4% | $4.39万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $85.52万 | 0.12% | 2,052 | 2,052 | — | $85.52万 | 新建仓 |
| VLUE | ISHARES TR | $86.45万 | 0.13% | 6,080 | -845 | -12.2% | -$12.02万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $87.16万 | 0.13% | 10,227 | 478 | 4.9% | $4.07万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $87.60万 | 0.13% | 17,262 | 232 | 1.4% | $1.18万 | 加仓 |
| DGRW | WISDOMTREE TR | $89.30万 | 0.13% | 10,166 | -3,200 | -23.9% | -$28.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $89.69万 | 0.13% | 6,846 | -7 | -0.1% | -$917 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $91.89万 | 0.13% | 12,136 | 239 | 2.0% | $1.81万 | 加仓 |
| RKLB | ROCKET LAB CORP | $92.16万 | 0.13% | 14,350 | 1,140 | 8.6% | $7.32万 | 加仓 |
| MRK | MERCK & CO INC | $94.39万 | 0.14% | 7,847 | -1,056 | -11.9% | -$12.70万 | 减仓 |
| MOAT | VANECK ETF TRUST | $95.24万 | 0.14% | 9,849 | -41 | -0.4% | -$3,965 | 减仓 |
| ZTS | ZOETIS INC | $97.61万 | 0.14% | 8,257 | 690 | 9.1% | $8.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.17万 | 0.14% | 985 | -47 | -4.6% | -$4.68万 | 减仓 |
| LIN | LINDE PLC | $99.39万 | 0.14% | 2,005 | -70 | -3.4% | -$3.47万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.17万 | 0.15% | 2,994 | 445 | 17.5% | $15.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $101.79万 | 0.15% | 5,188 | -235 | -4.3% | -$4.61万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $102.68万 | 0.15% | 20,212 | 10,754 | 113.7% | $54.63万 | 加仓 |
| SO | SOUTHERN CO | $103.23万 | 0.15% | 10,695 | -552 | -4.9% | -$5.33万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $103.95万 | 0.15% | 5,242 | 1,028 | 24.4% | $20.39万 | 加仓 |
| OBIL | RBB FD INC | $106.52万 | 0.15% | 21,273 | -59 | -0.3% | -$2,954 | 重新持有 |
| IOO | ISHARES TR | $107.01万 | 0.16% | 8,846 | 94 | 1.1% | $1.14万 | 加仓 |
| IMCG | ISHARES TR | $107.98万 | 0.16% | 13,708 | -1,214 | -8.1% | -$9.56万 | 减仓 |
| BX | BLACKSTONE INC | $108.85万 | 0.16% | 9,466 | -3,129 | -24.8% | -$35.98万 | 减仓 |
| TXN | TEXAS INSTRS INC | $110.00万 | 0.16% | 5,666 | -45 | -0.8% | -$8,736 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $110.07万 | 0.16% | 3,258 | -416 | -11.3% | -$14.05万 | 减仓 |
| MELI | MERCADOLIBRE INC | $112.90万 | 0.16% | 653 | 63 | 10.7% | $10.89万 | 重新持有 |
| ETN | EATON CORP PLC | $113.86万 | 0.17% | 3,183 | 68 | 2.2% | $2.43万 | 加仓 |
| IYW | ISHARES TR | $117.88万 | 0.17% | 6,498 | 96 | 1.5% | $1.74万 | 加仓 |
| ORCL | ORACLE CORP | $120.05万 | 0.17% | 8,161 | 253 | 3.2% | $3.72万 | 加仓 |
| CALF | PACER FDS TR | $120.68万 | 0.18% | 26,895 | -10,214 | -27.5% | -$45.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $120.99万 | 0.18% | 4,213 | -1 | -0.0% | -$287 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $122.35万 | 0.18% | 1,119 | -12 | -1.1% | -$1.31万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $123.46万 | 0.18% | 24,510 | -2,089 | -7.9% | -$10.52万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $124.27万 | 0.18% | 5,972 | -217 | -3.5% | -$4.52万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $124.61万 | 0.18% | 31,983 | 30 | 0.1% | $1,169 | 加仓 |
| ABT | ABBOTT LABORATORIES | $124.81万 | 0.18% | 12,156 | -103 | -0.8% | -$1.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $125.77万 | 0.18% | 6,079 | 2 | 0.0% | $414 | 加仓 |
| APH | AMPHENOL CORP | $125.99万 | 0.18% | 9,971 | 406 | 4.2% | $5.13万 | 加仓 |
| KO | COCA COLA CO | $130.19万 | 0.19% | 17,119 | -640 | -3.6% | -$4.87万 | 减仓 |
| MS | MORGAN STANLEY | $131.44万 | 0.19% | 7,987 | -1,506 | -15.9% | -$24.78万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $132.27万 | 0.19% | 2,188 | -898 | -29.1% | -$54.29万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $136.55万 | 0.20% | 14,702 | -506 | -3.3% | -$4.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.07万 | 0.20% | 2,123 | -354 | -14.3% | -$23.02万 | 减仓 |
| UTWO | RBB FD INC | $139.39万 | 0.20% | 28,869 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $143.72万 | 0.21% | 27,675 | 3,835 | 16.1% | $19.92万 | 加仓 |
| IEMG | ISHARES INC | $147.94万 | 0.21% | 21,210 | 1,595 | 8.1% | $11.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $148.81万 | 0.22% | 4,639 | -1,178 | -20.3% | -$37.79万 | 减仓 |
| — | HONEYWELL INTL INC | $150.96万 | 0.22% | 6,679 | -2,621 | -28.2% | -$59.24万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $151.94万 | 0.22% | 3,296 | 120 | 3.8% | $5.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $155.12万 | 0.23% | 11,672 | 128 | 1.1% | $1.70万 | 加仓 |
| C | CITIGROUP INC | $155.14万 | 0.23% | 13,680 | -6,619 | -32.6% | -$75.07万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $157.42万 | 0.23% | 28,720 | -1,865 | -6.1% | -$10.22万 | 减仓 |
| DIS | DISNEY WALT CO | $157.48万 | 0.23% | 16,339 | -144 | -0.9% | -$1.39万 | 减仓 |
| DLN | WISDOMTREE TR | $157.87万 | 0.23% | 17,673 | -421 | -2.3% | -$3.76万 | 减仓 |
| CAT | CATERPILLAR INC | $159.47万 | 0.23% | 2,251 | -11 | -0.5% | -$7,793 | 减仓 |
| CSCO | CISCO SYS INC | $160.93万 | 0.23% | 20,741 | -2,459 | -10.6% | -$19.08万 | 减仓 |
| V | VISA INC | $161.29万 | 0.23% | 5,336 | 201 | 3.9% | $6.08万 | 加仓 |
| WMT | WALMART INC | $161.86万 | 0.24% | 13,024 | -218 | -1.6% | -$2.71万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $162.63万 | 0.24% | 10,144 | 812 | 8.7% | $13.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $164.86万 | 0.24% | 8,104 | 204 | 2.6% | $4.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $173.48万 | 0.25% | 6,411 | 1,640 | 34.4% | $44.38万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $173.56万 | 0.25% | 45,175 | 2,185 | 5.1% | $8.39万 | 加仓 |
| USB | US BANCORP | $177.47万 | 0.26% | 34,123 | -1,987 | -5.5% | -$10.33万 | 减仓 |
| F | FORD MTR CO | $184.60万 | 0.27% | 159,964 | -5,018 | -3.0% | -$5.79万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $184.63万 | 0.27% | 22,280 | -420 | -1.9% | -$3.48万 | 减仓 |
| MSTR | STRATEGY INC | $186.26万 | 0.27% | 14,925 | -69 | -0.5% | -$8,611 | 减仓 |
| RTX | RTX CORPORATION | $191.76万 | 0.28% | 9,941 | -451 | -4.3% | -$8.70万 | 减仓 |
| AMGN | AMGEN INC | $192.41万 | 0.28% | 5,469 | -351 | -6.0% | -$12.35万 | 减仓 |
| MCD | MCDONALDS CORP | $194.26万 | 0.28% | 6,251 | 211 | 3.5% | $6.56万 | 加仓 |
| IVW | ISHARES TR | $201.60万 | 0.29% | 17,823 | -752 | -4.0% | -$8.51万 | 减仓 |
| QGRW | WISDOMTREE TR | $202.90万 | 0.29% | 37,974 | 4,380 | 13.0% | $23.40万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $208.51万 | 0.30% | 19,852 | 1,350 | 7.3% | $14.18万 | 加仓 |
| ABBV | ABBVIE INC | $210.08万 | 0.31% | 9,659 | 68 | 0.7% | $1.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $213.33万 | 0.31% | 4,340 | 77 | 1.8% | $3.78万 | 加仓 |
| QUAL | ISHARES TR | $213.87万 | 0.31% | 11,150 | -13,880 | -55.5% | -$266.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $218.96万 | 0.32% | 5,013 | 133 | 2.7% | $5.81万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $219.29万 | 0.32% | 8,521 | -1,856 | -17.9% | -$47.76万 | 减仓 |
| CRM | SALESFORCE INC | $220.17万 | 0.32% | 11,795 | -322 | -2.7% | -$6.01万 | 减仓 |
| BAC | BANK AMERICA CORP | $220.28万 | 0.32% | 45,185 | 2,202 | 5.1% | $10.73万 | 加仓 |
| GOOG | ALPHABET INC | $222.11万 | 0.32% | 7,743 | -142 | -1.8% | -$4.07万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $234.44万 | 0.34% | 89,277 | 2,648 | 3.1% | $6.95万 | 加仓 |
| HD | HOME DEPOT INC | $235.78万 | 0.34% | 7,169 | -6 | -0.1% | -$1,973 | 减仓 |
| ENFR | ALPS ETF TR | $241.82万 | 0.35% | 63,287 | 63,287 | — | $241.82万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $245.26万 | 0.36% | 67,621 | 26,444 | 64.2% | $95.91万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $251.50万 | 0.37% | 64,521 | -2,929 | -4.3% | -$11.42万 | 减仓 |
| ASML | ASML HLDG NV | $256.42万 | 0.37% | 1,941 | 42 | 2.2% | $5.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $262.53万 | 0.38% | 2,933 | -46 | -1.5% | -$4.12万 | 减仓 |