13F 机构持仓

KPP Advisory Services LLC

Louisville KY · SEC CIK 0001989349

2026Q22026Q1 更早 9 个季度 🔒
$7.91亿2026Q2 申报市值
362持仓数
27.3%前十大占比 · 第一大 5.8%
28 / 18新建仓 / 清仓
申报市值走势$7.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQM 5.8%
QQQ 3.1%
VOO 2.9%
XMHQ 2.6%
JHMM 2.6%
AAPL 2.6%
DFUS 2.3%
CGDV 2.1%
NVDA 1.7%
CGGR 1.7%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$679.41万
SPCX 新建仓+$544.36万
FLQM 加仓+$326.75万
QGRW 加仓+$272.16万
VCRB 新建仓+$231.78万

2026Q2 卖出最多 按季末市值估算

TSLA 减仓-$708.12万
EQWL 减仓-$616.46万
TIP 减仓-$329.98万
ENFR 清仓-$241.82万
QGRO 减仓-$183.66万

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
ET ENERGY TRANSFER L P $68.53万0.09%35,841 -1,820-4.8% -$3.48万 减仓
— TCW ETF TRUST $68.85万0.09%12,421 12,421— $68.85万 新建仓
SPMD SPDR SERIES TRUST $69.12万0.09%10,231 3,21745.9% $21.73万 加仓
HON HONEYWELL INTL INC $69.38万0.09%3,098 -3,581-53.6% -$80.19万 减仓
EFG ISHARES TR $71.08万0.09%5,713 -1,434-20.1% -$17.84万 减仓
BLK BLACKROCK INC $71.22万0.09%741 -80-9.7% -$7.69万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $71.49万0.09%4,955 00.0% — 不变
XBIL RBB FD INC $72.90万0.09%14,580 00.0% — 不变
FITB FIFTH THIRD BANCORP $73.20万0.09%12,986 -500-3.7% -$2.82万 减仓
PEP PEPSICO INC $74.07万0.09%5,470 -10-0.2% -$1,354 减仓
DGRW WISDOMTREE TR $76.06万0.10%7,954 -2,212-21.8% -$21.15万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $77.20万0.10%800 00.0% — 不变
VTIP VANGUARD MALVERN FDS $77.53万0.10%15,434 -1,300-7.8% -$6.53万 减仓
VNQ VANGUARD INDEX FDS $78.38万0.10%8,128 00.0% — 不变
— PROSHARES TR $78.39万0.10%9,597 -318-3.2% -$2.60万 减仓
IFRA ISHARES TR $79.17万0.10%12,559 -24-0.2% -$1,513 减仓
CGBL CAPITAL GROUP CORE BALANCED $79.64万0.10%20,981 00.0% — 不变
BILS SPDR SERIES TRUST $79.70万0.10%8,020 2,55146.6% $25.35万 加仓
— DIMENSIONAL ETF TRUST $79.90万0.10%18,011 -1,237-6.4% -$5.49万 减仓
DFAI DIMENSIONAL ETF TRUST $81.37万0.10%19,725 -12,258-38.3% -$50.57万 减仓
CL COLGATE PALMOLIVE CO $82.44万0.10%8,992 -1,235-12.1% -$11.32万 减仓
ITOT ISHARES TR $83.43万0.11%5,079 360.7% $5,914 加仓
QCOM QUALCOMM INC $83.98万0.11%4,545 2586.0% $4.77万 加仓
GS GOLDMAN SACHS GROUP INC $84.75万0.11%838 -59-6.6% -$5.97万 减仓
FAST FASTENAL CO $86.85万0.11%18,081 2981.7% $1.43万 加仓
ACN ACCENTURE PLC IRELAND $87.77万0.11%7,053 1,81134.5% $22.54万 加仓
MRK MERCK & CO INC $88.17万0.11%6,862 -985-12.6% -$12.66万 减仓
INTC INTEL CORP $89.80万0.11%6,431 1572.5% $2.19万 加仓
COST COSTCO WHOLESALE CORPORATION $90.29万0.11%965 -20-2.0% -$1.87万 减仓
MDYV SPDR SERIES TRUST $91.43万0.12%9,639 -40-0.4% -$3,794 减仓
EMR EMERSON ELEC CO $96.98万0.12%6,775 -71-1.0% -$1.02万 减仓
UNH UNITEDHEALTH GROUP INC $97.28万0.12%2,341 -4,070-63.5% -$169.13万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $97.89万0.12%20,118 -94-0.5% -$4,574 减仓
JAAA JANUS DETROIT STR TR $98.05万0.12%19,419 -5,091-20.8% -$25.70万 减仓
MDYG SPDR SERIES TRUST $98.10万0.12%8,752 -158-1.8% -$1.77万 减仓
SPYM SPDR SERIES TRUST $99.00万0.13%11,265 1,64017.0% $14.41万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $99.52万0.13%2,084 -910-30.4% -$43.45万 减仓
EVTR MORGAN STANLEY ETF TRUST $99.56万0.13%19,633 2,37113.7% $12.02万 加仓
SO SOUTHERN CO $101.78万0.13%10,635 -60-0.6% -$5,742 减仓
SPGM SPDR INDEX SHS FDS $102.29万0.13%11,940 -196-1.6% -$1.68万 减仓
MOAT VANECK ETF TRUST $102.39万0.13%9,849 00.0% — 不变
URI UNITED RENTALS INC $105.59万0.13%932 -64-6.4% -$7.25万 减仓
CMI CUMMINS INC $105.63万0.13%1,481 -29-1.9% -$2.07万 减仓
OBIL RBB FD INC $106.31万0.13%21,273 00.0% — 不变
LMT LOCKHEED MARTIN CORP $107.01万0.14%2,100 -88-4.0% -$4.48万 减仓
BX BLACKSTONE INC $107.11万0.14%9,103 -363-3.8% -$4.27万 减仓
LIN LINDE PLC $107.38万0.14%2,069 643.2% $3.32万 加仓
— WISDOMTREE TR $109.67万0.14%19,018 19,018— $109.67万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $110.41万0.14%4,194 1654.1% $4.34万 加仓
DELL DELL TECHNOLOGIES INC $111.45万0.14%2,583 -349-11.9% -$15.06万 减仓
ABT ABBOTT LABORATORIES $113.69万0.14%12,529 3733.1% $3.38万 加仓
CRWD CROWDSTRIKE HLDGS INC $113.86万0.14%1,492 -2-0.1% -$1,526 减仓
CALF PACER FDS TR $115.36万0.15%22,793 -4,102-15.3% -$20.76万 减仓
IOO ISHARES TR $118.77万0.15%8,695 -151-1.7% -$2.06万 减仓
VLUE ISHARES TR $120.95万0.15%6,053 -27-0.4% -$5,395 减仓
CVX CHEVRON CORPORATION $122.96万0.16%7,418 1,33922.0% $22.20万 加仓
VTV VANGUARD INDEX FDS $123.89万0.16%5,685 4979.6% $10.83万 加仓
MELI MERCADOLIBRE INC $124.08万0.16%731 7811.9% $13.24万 加仓
ORCL ORACLE CORP $125.84万0.16%8,587 4265.2% $6.24万 加仓
IMCG ISHARES TR $125.85万0.16%12,803 -905-6.6% -$8.90万 减仓
VO VANGUARD INDEX FDS $130.39万0.16%16,184 -668-4.0% -$5.38万 减仓
SMH VANECK ETF TRUST $133.15万0.17%2,030 1739.3% $11.35万 加仓
NEE NEXTERA ENERGY INC $134.60万0.17%15,336 6344.3% $5.56万 加仓
MSTR STRATEGY INC $137.05万0.17%15,765 8405.6% $7.30万 加仓
ETN EATON CORP PLC $137.10万0.17%3,217 341.1% $1.45万 加仓
UTWO RBB FD INC $138.46万0.18%28,869 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $141.74万0.18%1,898 -225-10.6% -$16.80万 减仓
KO COCA COLA CO $142.25万0.18%17,504 3852.2% $3.13万 加仓
ISRG INTUITIVE SURGICAL INC $143.12万0.18%3,599 3039.2% $12.05万 加仓
PNC PNC FINL SVCS GROUP INC $145.74万0.18%5,919 -53-0.9% -$1.30万 减仓
WMT WALMART INC $149.46万0.19%13,196 1721.3% $1.95万 加仓
DIS DISNEY WALT CO $154.36万0.20%16,038 -301-1.8% -$2.90万 减仓
TXN TEXAS INSTRS INC $154.43万0.20%5,181 -485-8.6% -$14.46万 减仓
MPWR MONOLITHIC PWR SYS INC $154.56万0.20%1,118 -1-0.1% -$1,382 减仓
TSLA TESLA INC 看跌期权 $159.83万0.20%3,800 3,800— $159.83万 新建仓
BINC BLACKROCK ETF TRUST II $161.20万0.20%30,798 3,12311.3% $16.35万 加仓
TT TRANE TECHNOLOGIES PLC $163.23万0.21%3,323 1,27161.9% $62.43万 加仓
MS MORGAN STANLEY $164.55万0.21%7,872 -115-1.4% -$2.40万 减仓
C CITIGROUP INC $167.44万0.21%11,963 -1,717-12.6% -$24.03万 减仓
RTX RTX CORPORATION $168.90万0.21%8,902 -1,039-10.5% -$19.71万 减仓
VTI VANGUARD INDEX FDS $171.58万0.22%4,637 -2-0.0% -$740 减仓
MCD MCDONALDS CORP $171.90万0.22%6,359 1081.7% $2.92万 加仓
DLN WISDOMTREE TR $172.15万0.22%17,873 2001.1% $1.93万 加仓
APH AMPHENOL CORP $176.80万0.22%10,027 560.6% $9,874 加仓
V VISA INC $180.69万0.23%5,266 -70-1.3% -$2.40万 减仓
— INVESCO EXCHANGE TRADED FD T $184.20万0.23%28,545 -175-0.6% -$1.13万 减仓
IEMG ISHARES INC $189.42万0.24%22,866 1,6567.8% $13.72万 加仓
CRM SALESFORCE INC $189.94万0.24%12,124 3292.8% $5.15万 加仓
QUAL ISHARES TR $194.64万0.25%8,870 -2,280-20.4% -$50.03万 减仓
RKLB ROCKET LAB CORP $201.78万0.26%19,850 5,50038.3% $55.91万 加仓
AMGN AMGEN INC $204.78万0.26%5,655 1863.4% $6.74万 加仓
USB US BANCORP $208.79万0.26%34,567 4441.3% $2.68万 加仓
XLK SELECT SECTOR SPDR TR $222.26万0.28%11,666 -6-0.1% -$1,143 减仓
F FORD MTR CO $223.05万0.28%160,470 5060.3% $7,033 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $224.08万0.28%50,377 5,20211.5% $23.14万 加仓
ASTS AST SPACEMOBILE INC $224.51万0.28%25,265 2,98513.4% $26.52万 加仓
MU MICRON TECHNOLOGY INC $224.51万0.28%1,945 -1,313-40.3% -$151.56万 减仓
CSCO CISCO SYS INC $226.16万0.29%19,254 -1,487-7.2% -$17.47万 减仓
HD HOME DEPOT INC $226.78万0.29%6,430 -739-10.3% -$26.06万 减仓
TMO THERMO FISHER SCIENTIFIC INC $227.67万0.29%4,541 2014.6% $10.08万 加仓