13F 机构持仓

KPP Advisory Services LLC

Louisville KY · SEC CIK 0001989349

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.9%
QQQ 2.9%
XMHQ 2.8%
JHMM 2.6%
AAPL 2.6%
DFUS 2.2%
CGDV 2.1%
VOO 2.0%
MSFT 1.8%
NVDA 1.7%

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
AFL AFLAC INC $00.00%0 -4,755-100.0% -$52.43万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 —— — 申报中断
MGV VANGUARD WORLD FD $00.00%0 -2,168-100.0% -$30.60万 清仓
SPTM SPDR SERIES TRUST $00.00%0 —— — 申报中断
FXR FIRST TR EXCHANGE TRADED FD $00.00%0 -3,407-100.0% -$27.21万 清仓
QBTS D-WAVE QUANTUM INC $00.00%0 -9,475-100.0% -$24.78万 清仓
SHOP SHOPIFY INC $00.00%0 -1,501-100.0% -$24.16万 清仓
ADSK AUTODESK INC $00.00%0 -759-100.0% -$22.47万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -5,927-100.0% -$21.93万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -336-100.0% -$20.92万 清仓
NULG NUSHARES ETF TR $00.00%0 —— — 申报中断
PAYX PAYCHEX INC $00.00%0 -1,825-100.0% -$20.47万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -2,234-100.0% -$20.38万 清仓
FSK FS KKR CAP CORP $00.00%0 -10,087-100.0% -$14.94万 清仓
VG VENTURE GLOBAL INC $00.00%0 -13,400-100.0% -$9.14万 清仓
— INOTIV INC $1.69万0.00%62,071 -35,450-36.4% -$9,663 减仓
— SIDUS SPACE INC $4.59万0.01%19,800 19,800— $4.59万 新建仓
NB NIOCORP DEVS LTD $4.72万0.01%10,575 00.0% — 不变
— PIMCO HIGH INCOME FD $6.09万0.01%13,160 -1,895-12.6% -$8,774 减仓
EOSE EOS ENERGY ENTERPRISES INC $8.17万0.01%16,480 2,29516.2% $1.14万 加仓
SFL SFL CORPORATION LTD $12.09万0.02%11,204 -42-0.4% -$453 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $13.62万0.02%15,725 -1,985-11.2% -$1.72万 减仓
CAG CONAGRA BRANDS INC $15.92万0.02%10,126 10,126— $15.92万 新建仓
AEVA AEVA TECHNOLOGIES INC $15.99万0.02%12,150 12,150— $15.99万 新建仓
IBDT ISHARES TR $20.19万0.03%7,970 7,970— $20.19万 新建仓
NVS NOVARTIS AG $20.33万0.03%1,331 1,331— $20.33万 新建仓
NUE NUCOR CORP $20.39万0.03%1,206 1,206— $20.39万 新建仓
TWLO TWILIO INC $20.52万0.03%1,631 00.0% — 不变
PSX PHILLIPS 66 $20.59万0.03%1,130 -651-36.6% -$11.86万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $20.61万0.03%2,438 00.0% — 不变
IBHG ISHARES TR $20.67万0.03%9,340 9,340— $20.67万 新建仓
IWM ISHARES TR $21.08万0.03%850 00.0% — 重新持有
CEG CONSTELLATION ENERGY CORP $21.22万0.03%760 -97-11.3% -$2.71万 减仓
COP CONOCOPHILLIPS $21.23万0.03%1,608 1,608— $21.23万 新建仓
HEI HEICO CORP NEW $21.25万0.03%775 00.0% — 不变
GLW CORNING INC $21.63万0.03%1,591 1,591— $21.63万 新建仓
LAMR LAMAR ADVERTISING CO $21.71万0.03%1,714 -34-1.9% -$4,306 减仓
HDV ISHARES TR $21.84万0.03%1,609 1,609— $21.84万 新建仓
MSI MOTOROLA SOLUTIONS INC $21.87万0.03%504 504— $21.87万 新建仓
VXUS VANGUARD STAR FDS $21.95万0.03%2,846 2,846— $21.95万 新建仓
MRVL MARVELL TECHNOLOGY INC $22.09万0.03%2,230 2,230— $22.09万 新建仓
XSOE WISDOMTREE TR $22.20万0.03%5,537 -128-2.3% -$5,133 减仓
TSCO TRACTOR SUPPLY CO $22.51万0.03%4,970 -168-3.3% -$7,610 减仓
ARKK ARK ETF TR $22.60万0.03%3,343 -38-1.1% -$2,568 减仓
PAGP PLAINS GP HLDGS L P $22.66万0.03%9,333 9,333— $22.66万 新建仓
SOXQ INVESCO EXCH TRADED FD TR II $22.92万0.03%3,840 00.0% — 不变
CSX CSX CORP $22.97万0.03%5,596 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $23.23万0.03%2,023 2,023— $23.23万 新建仓
COWZ PACER FDS TR $23.27万0.03%3,720 -384-9.4% -$2.40万 减仓
UNM UNUM GROUP $23.33万0.03%3,194 00.0% — 不变
KNSL KINSALE CAP GROUP INC $23.37万0.03%684 -66-8.8% -$2.25万 重新持有
XBI SPDR SERIES TRUST $23.37万0.03%1,830 00.0% — 不变
VTEB VANGUARD MUN BD FDS $23.77万0.03%4,764 00.0% — 不变
UBER UBER TECHNOLOGIES INC $23.90万0.03%3,323 -83-2.4% -$5,970 减仓
AMAT APPLIED MATLS INC $23.96万0.03%701 701— $23.96万 新建仓
HCA HCA HEALTHCARE INC $23.99万0.03%507 00.0% — 不变
SMDV PROSHARES TR $24.01万0.03%3,490 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $24.46万0.04%5,991 5,991— $24.46万 新建仓
MA MASTERCARD INCORPORATED $25.08万0.04%502 -7-1.4% -$3,498 减仓
ESGE ISHARES INC $25.13万0.04%5,526 -674-10.9% -$3.06万 减仓
NSC NORFOLK SOUTHN CORP $25.60万0.04%892 -239-21.1% -$6.86万 减仓
HUBB HUBBELL INC $25.76万0.04%525 00.0% — 不变
SLV ISHARES SILVER TR $26.07万0.04%3,826 250.7% $1,704 加仓
BMY BRISTOL-MYERS SQUIBB CO $26.29万0.04%4,335 220.5% $1,334 加仓
ILCG ISHARES TR $26.33万0.04%2,758 00.0% — 不变
IGSB ISHARES TR $26.34万0.04%5,012 -2,645-34.5% -$13.90万 减仓
VRTX VERTEX PHARMACEUTICALS INC $26.39万0.04%591 -22-3.6% -$9,824 减仓
IWP ISHARES TR $26.47万0.04%2,066 00.0% — 不变
PULS PGIM ETF TR $26.48万0.04%5,350 50010.3% $2.48万 加仓
SPYV SPDR SERIES TRUST $26.76万0.04%4,729 -542-10.3% -$3.07万 减仓
BF/A BROWN FORMAN CORP $26.77万0.04%9,992 00.0% — 不变
IJS ISHARES TR $27.25万0.04%2,301 -249-9.8% -$2.95万 减仓
WAT WATERS CORP $27.34万0.04%918 182.0% $5,360 加仓
INTC INTEL CORP $27.69万0.04%6,274 -487-7.2% -$2.15万 减仓
FNF FIDELITY NATL FINL INC $28.22万0.04%6,085 -279-4.4% -$1.29万 减仓
TUA SIMPLIFY EXCHANGE TRADED FUN $28.77万0.04%13,636 13,636— $28.77万 新建仓
OEF ISHARES TR $29.04万0.04%913 00.0% — 不变
EME EMCOR GROUP INC $29.46万0.04%399 00.0% — 不变
CGGO CAPITAL GROUP GBL GROWTH EQT $29.77万0.04%8,921 -781-8.0% -$2.61万 减仓
PYPL PAYPAL HLDGS INC $29.97万0.04%6,625 2143.3% $9,680 加仓
KHC KRAFT HEINZ CO $30.15万0.04%13,406 -3,853-22.3% -$8.67万 重新持有
SPEM SPDR INDEX SHS FDS $30.20万0.04%6,438 751.2% $3,518 加仓
GILD GILEAD SCIENCES INC $30.32万0.04%2,175 -75-3.3% -$1.05万 减仓
IEF ISHARES TR $30.61万0.04%3,207 1384.5% $1.32万 加仓
YUM YUM BRANDS INC $31.28万0.05%2,012 -118-5.5% -$1.83万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $31.34万0.05%800 00.0% — 不变
DYNF BLACKROCK ETF TRUST $31.92万0.05%5,487 -759-12.2% -$4.42万 减仓
MMM 3M CO $32.31万0.05%2,225 -30-1.3% -$4,357 减仓
IBTI ISHARES TR $32.48万0.05%14,575 1,0007.4% $2.23万 加仓
XLE SELECT SECTOR SPDR TR $32.53万0.05%5,310 4148.5% $2.54万 加仓
IBTH ISHARES TR $32.69万0.05%14,575 1,0007.4% $2.24万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $32.86万0.05%4,079 4,079— $32.86万 新建仓
VST VISTRA CORP $33.18万0.05%2,207 -14-0.6% -$2,105 减仓
WPC WP CAREY INC $33.18万0.05%4,882 -10-0.2% -$680 减仓
IESC IES HOLDINGS INC $33.30万0.05%699 355.3% $1.67万 加仓
IWV ISHARES TR $34.14万0.05%921 00.0% — 不变
AGG ISHARES TR $34.48万0.05%3,474 -60-1.7% -$5,955 减仓
AEP AMERICAN ELEC PWR CO INC $34.59万0.05%2,639 -8-0.3% -$1,049 减仓
IJJ ISHARES TR $34.69万0.05%2,618 00.0% — 不变
ANET ARISTA NETWORKS INC $34.70万0.05%2,826 -10-0.4% -$1,228 减仓