KPP Advisory Services LLC
Louisville KY · SEC CIK 0001989349
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $231.78万 | 0.29% | 30,010 | 30,010 | — | $231.78万 | 新建仓 |
| CAT | CATERPILLAR INC | $237.90万 | 0.30% | 2,234 | -17 | -0.8% | -$1.81万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $245.79万 | 0.31% | 93,886 | 4,609 | 5.2% | $12.07万 | 加仓 |
| ABBV | ABBVIE INC | $246.50万 | 0.31% | 9,796 | 137 | 1.4% | $3.45万 | 加仓 |
| IVW | ISHARES TR | $246.92万 | 0.31% | 17,954 | 131 | 0.7% | $1.80万 | 加仓 |
| BAC | BANK OF AMER CORP | $249.60万 | 0.32% | 43,806 | -1,379 | -3.1% | -$7.86万 | 减仓 |
| META | META PLATFORMS INC | $256.44万 | 0.32% | 4,553 | -396 | -8.0% | -$22.30万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $261.00万 | 0.33% | 8,521 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $261.63万 | 0.33% | 30,372 | 294 | 1.0% | $2.53万 | 加仓 |
| T | AT&T INC | $265.45万 | 0.34% | 128,238 | -4,622 | -3.5% | -$9.57万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $272.92万 | 0.35% | 65,121 | -2,500 | -3.7% | -$10.48万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $278.37万 | 0.35% | 64,320 | -201 | -0.3% | -$8,699 | 减仓 |
| GOOG | ALPHABET INC | $280.65万 | 0.35% | 7,943 | 200 | 2.6% | $7.07万 | 加仓 |
| NOBL | PROSHARES TR | $292.46万 | 0.37% | 52,076 | -1,526 | -2.8% | -$8.57万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $294.13万 | 0.37% | 3,007 | 74 | 2.5% | $7.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $299.88万 | 0.38% | 5,993 | -208 | -3.4% | -$10.41万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $306.76万 | 0.39% | 85,891 | -5,187 | -5.7% | -$18.53万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $308.17万 | 0.39% | 5,305 | -2,799 | -34.5% | -$162.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $308.76万 | 0.39% | 12,707 | -1,768 | -12.2% | -$42.96万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $315.23万 | 0.40% | 107,221 | 2,998 | 2.9% | $8.81万 | 加仓 |
| ESGU | ISHARES TR | $328.40万 | 0.42% | 20,065 | -1,302 | -6.1% | -$21.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $337.88万 | 0.43% | 13,304 | -247 | -1.8% | -$6.27万 | 减仓 |
| LLY | ELI LILLY & CO | $344.37万 | 0.44% | 2,871 | -460 | -13.8% | -$55.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $350.81万 | 0.44% | 10,287 | 143 | 1.4% | $4.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $359.78万 | 0.45% | 9,838 | -45 | -0.5% | -$1.65万 | 减仓 |
| — | EXXON MOBIL CORP | $366.40万 | 0.46% | 26,799 | -1,605 | -5.7% | -$21.94万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $367.25万 | 0.46% | 76,225 | 2,140 | 2.9% | $10.31万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $370.91万 | 0.47% | 18,771 | -2,423 | -11.4% | -$47.88万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $373.54万 | 0.47% | 9,562 | -2,050 | -17.7% | -$80.08万 | 减仓 |
| IEFA | ISHARES TR | $381.59万 | 0.48% | 39,510 | 3,459 | 9.6% | $33.41万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $389.46万 | 0.49% | 85,126 | -7,077 | -7.7% | -$32.38万 | 减仓 |
| ASML | ASML HLDG NV | $395.81万 | 0.50% | 1,990 | 49 | 2.5% | $9.75万 | 加仓 |
| PWRD | TCW ETF TRUST | $402.78万 | 0.51% | 32,757 | 1,936 | 6.3% | $23.81万 | 加仓 |
| IJH | ISHARES TR | $405.03万 | 0.51% | 52,526 | -1,441 | -2.7% | -$11.11万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $422.26万 | 0.53% | 30,188 | 234 | 0.8% | $3.27万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $441.54万 | 0.56% | 47,012 | -406 | -0.9% | -$3.81万 | 减仓 |
| MO | ALTRIA GROUP INC | $447.50万 | 0.57% | 62,196 | -4 | -0.0% | -$288 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $449.31万 | 0.57% | 21,117 | 83 | 0.4% | $1.77万 | 加仓 |
| AVGO | BROADCOM INC | $460.79万 | 0.58% | 12,198 | -262 | -2.1% | -$9.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $467.10万 | 0.59% | 31,853 | 393 | 1.2% | $5.76万 | 加仓 |
| PWR | QUANTA SVCS INC | $476.03万 | 0.60% | 6,611 | -155 | -2.3% | -$11.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $518.24万 | 0.66% | 153,145 | 8,519 | 5.9% | $28.83万 | 加仓 |
| QGRW | WISDOMTREE TR | $522.90万 | 0.66% | 79,191 | 41,217 | 108.5% | $272.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $535.34万 | 0.68% | 153,791 | 6,417 | 4.4% | $22.34万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $543.61万 | 0.69% | 149,384 | 32,629 | 27.9% | $118.74万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $544.36万 | 0.69% | 31,860 | 31,860 | — | $544.36万 | 新建仓 |
| FLXR | TCW ETF TRUST | $556.04万 | 0.70% | 141,810 | 27,717 | 24.3% | $108.68万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $567.26万 | 0.72% | 13,091 | -429 | -3.2% | -$18.59万 | 减仓 |
| TSLA | TESLA INC | $577.44万 | 0.73% | 13,729 | -16,836 | -55.1% | -$708.12万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $667.51万 | 0.84% | 182,730 | -3,014 | -1.6% | -$11.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $669.09万 | 0.85% | 20,441 | 1,156 | 6.0% | $37.84万 | 加仓 |
| IJR | ISHARES TR | $674.52万 | 0.85% | 45,480 | 105 | 0.2% | $1.56万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $701.93万 | 0.89% | 54,405 | -47,780 | -46.8% | -$616.46万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $716.96万 | 0.91% | 79,574 | -1,441 | -1.8% | -$12.98万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $732.51万 | 0.93% | 169,797 | 1,219 | 0.7% | $5.26万 | 加仓 |
| GOOGL | ALPHABET INC | $762.92万 | 0.96% | 21,348 | 52 | 0.2% | $1.86万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $781.00万 | 0.99% | 40,730 | 5,922 | 17.0% | $113.55万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $838.99万 | 1.06% | 144,941 | 56,448 | 63.8% | $326.75万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $900.30万 | 1.14% | 50,965 | 7,077 | 16.1% | $125.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $921.77万 | 1.17% | 111,946 | -599 | -0.5% | -$4.93万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $943.98万 | 1.19% | 207,651 | 15,592 | 8.1% | $70.88万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,004.84万 | 1.27% | 126,522 | 11,489 | 10.0% | $91.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,029.76万 | 1.30% | 82,540 | 6,078 | 7.9% | $75.83万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,063.48万 | 1.34% | 173,685 | 6,785 | 4.1% | $41.54万 | 加仓 |
| IVV | ISHARES TR | $1,166.47万 | 1.48% | 15,576 | -2,151 | -12.1% | -$161.09万 | 减仓 |
| AMZN | AMAZON COM INC | $1,178.91万 | 1.49% | 49,463 | 333 | 0.7% | $7.94万 | 加仓 |
| DGRO | ISHARES TR | $1,186.29万 | 1.50% | 156,523 | 2,975 | 1.9% | $22.55万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $1,215.93万 | 1.54% | 82,091 | 8,704 | 11.9% | $128.92万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1,219.93万 | 1.54% | 329,694 | 12,395 | 3.9% | $45.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,254.94万 | 1.59% | 33,642 | -647 | -1.9% | -$24.13万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,324.67万 | 1.68% | 280,651 | 15,444 | 5.8% | $72.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,329.43万 | 1.68% | 66,441 | -1,645 | -2.4% | -$32.92万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,698.55万 | 2.15% | 344,673 | 7,327 | 2.2% | $36.11万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,793.60万 | 2.27% | 218,892 | 6,059 | 2.8% | $49.65万 | 加仓 |
| AAPL | APPLE INC | $2,020.34万 | 2.56% | 69,821 | 409 | 0.6% | $11.83万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $2,022.66万 | 2.56% | 269,833 | 2,988 | 1.1% | $22.40万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $2,080.87万 | 2.63% | 184,344 | 989 | 0.5% | $11.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,258.28万 | 2.86% | 32,880 | 9,892 | 43.0% | $679.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,471.57万 | 3.13% | 33,563 | -1,503 | -4.3% | -$110.68万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,553.59万 | 5.76% | 150,298 | 7,306 | 5.1% | $221.35万 | 加仓 |