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
ENFR ALPS ETF TR $00.00%0 -63,287-100.0% -$241.82万 清仓
UTES ETFIS SER TR I $00.00%0 -8,842-100.0% -$70.65万 清仓
PSC PRINCIPAL EXCHANGE TRADED FD $00.00%0 -11,234-100.0% -$64.40万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -3,713-100.0% -$56.85万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -3,771-100.0% -$45.83万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -4,079-100.0% -$32.86万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -6,625-100.0% -$29.97万 清仓
PULS PGIM ETF TR $00.00%0 -5,350-100.0% -$26.48万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -5,991-100.0% -$24.46万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -507-100.0% -$23.99万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -684-100.0% -$23.37万 清仓
PAGP PLAINS GP HLDGS L P $00.00%0 -9,333-100.0% -$22.66万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -4,970-100.0% -$22.51万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -504-100.0% -$21.87万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,608-100.0% -$21.23万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -760-100.0% -$21.22万 清仓
PSX PHILLIPS 66 $00.00%0 -1,130-100.0% -$20.59万 清仓
— INOTIV INC $00.00%0 -62,071-100.0% -$1.69万 清仓
NB NIOCORP DEVS LTD $5.10万0.01%10,575 00.0% — 不变
— PIMCO HIGH INCOME FD $6.13万0.01%13,160 00.0% — 不变
— SIDUS SPACE INC $7.11万0.01%25,300 5,50027.8% $1.55万 加仓
EOSE EOS ENERGY ENTERPRISES INC $9.48万0.01%16,130 -350-2.1% -$2,058 减仓
SFL SFL CORPORATION LTD $11.43万0.01%11,204 00.0% — 不变
CAG CONAGRA BRANDS INC $13.63万0.02%10,125 -1-0.0% -$13 减仓
OWL BLUE OWL CAPITAL INC $15.15万0.02%17,316 17,316— $15.15万 新建仓
XEXGX EATON VANCE TAX-MANAGED GLOB $15.43万0.02%15,725 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $20.01万0.03%3,229 3,229— $20.01万 新建仓
SHW SHERWIN WILLIAMS CO $20.18万0.03%586 586— $20.18万 新建仓
LBRT LIBERTY ENERGY INC $20.26万0.03%7,737 7,737— $20.26万 新建仓
SPTM SPDR SERIES TRUST $20.43万0.03%2,250 -1,277-36.2% -$11.59万 重新持有
SLV ISHARES SILVER TR $20.46万0.03%3,826 00.0% — 不变
SPYV SPDR SERIES TRUST $20.50万0.03%3,373 -1,356-28.7% -$8.24万 减仓
MTUM ISHARES TR $20.57万0.03%600 600— $20.57万 新建仓
NVS NOVARTIS AG $20.86万0.03%1,331 00.0% — 不变
VGT VANGUARD WORLD FD $21.07万0.03%1,763 1,763— $21.07万 新建仓
NTRS NORTHERN TR CORP $21.09万0.03%1,213 1,213— $21.09万 新建仓
IBHG ISHARES TR $21.29万0.03%9,640 3003.2% $6,624 加仓
LNG CHENIERE ENERGY INC $21.99万0.03%920 920— $21.99万 新建仓
HDV ISHARES TR $22.05万0.03%8,045 00.0% — 不变
IBHH ISHARES TR $22.38万0.03%9,525 9,525— $22.38万 新建仓
IBDT ISHARES TR $22.40万0.03%8,870 90011.3% $2.27万 加仓
CVS CVS HEALTH CORP $23.06万0.03%2,229 2,229— $23.06万 新建仓
COWZ PACER FDS TR $23.14万0.03%3,720 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $23.14万0.03%1,956 1,956— $23.14万 新建仓
MGC VANGUARD WORLD FD $23.59万0.03%862 862— $23.59万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $23.91万0.03%2,023 00.0% — 不变
JGRO J P MORGAN EXCHANGE TRADED F $24.04万0.03%2,438 00.0% — 不变
VTEB VANGUARD MUN BD FDS $24.10万0.03%4,764 00.0% — 不变
LUV SOUTHWEST AIRLS CO $24.14万0.03%4,695 -3,371-41.8% -$17.33万 重新持有
BMY BRISTOL-MYERS SQUIBB CO $24.27万0.03%4,213 -122-2.8% -$7,029 减仓
WTAI WISDOMTREE TR $24.46万0.03%5,153 5,153— $24.46万 新建仓
NULG NUSHARES ETF TR $24.57万0.03%2,099 00.0% — 重新持有
BAH BOOZ ALLEN HAMILTON HLDG COR $25.11万0.03%4,138 -694-14.4% -$4.21万 减仓
VXUS VANGUARD STAR FDS $25.38万0.03%2,969 1234.3% $1.05万 加仓
IWM ISHARES TR $25.54万0.03%850 00.0% — 不变
BMO BANK MONTREAL MEDIUM $26.08万0.03%1,476 1,476— $26.08万 新建仓
LAMR LAMAR ADVERTISING CO $26.20万0.03%1,680 -34-2.0% -$5,303 减仓
SMDV PROSHARES TR $26.22万0.03%3,404 -86-2.5% -$6,625 减仓
CSX CSX CORP $26.48万0.03%5,571 -25-0.4% -$1,188 减仓
TWLO TWILIO INC $26.66万0.03%1,292 -339-20.8% -$6.99万 减仓
NUE NUCOR CORP $26.86万0.03%1,206 00.0% — 不变
NFLX NETFLIX INC. $27.18万0.03%3,806 -309-7.5% -$2.21万 减仓
XSOE WISDOMTREE TR $27.23万0.03%5,537 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $27.27万0.03%549 -42-7.1% -$2.09万 减仓
BF/A BROWN FORMAN CORP $27.34万0.03%9,992 00.0% — 不变
HUBB HUBBELL INC $27.47万0.03%525 00.0% — 不变
GILD GILEAD SCIENCES INC $27.48万0.03%2,175 00.0% — 不变
ARKK ARK ETF TR $27.54万0.03%3,408 651.9% $5,253 加仓
HEI HEICO CORP NEW $27.60万0.03%775 00.0% — 不变
FNF FIDELITY NATL FINL INC $27.69万0.04%5,871 -214-3.5% -$1.01万 减仓
TUA SIMPLIFY EXCHANGE TRADED FUN $27.85万0.04%13,636 00.0% — 不变
NSC NORFOLK SOUTHN CORP $28.06万0.04%892 00.0% — 不变
HUM HUMANA INC $28.20万0.04%710 710— $28.20万 新建仓
TIP ISHARES TR $28.50万0.04%2,604 -30,151-92.1% -$329.98万 减仓
UNM UNUM GROUP $28.55万0.04%3,194 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $28.75万0.04%3,200 -4,007-55.6% -$36.00万 减仓
FTNT FORTINET INC $28.87万0.04%1,879 1,879— $28.87万 新建仓
XBI SPDR SERIES TRUST $28.96万0.04%1,830 00.0% — 不变
IYW ISHARES TR $29.80万0.04%1,182 -5,316-81.8% -$134.04万 减仓
ESGE ISHARES INC $29.82万0.04%5,453 -73-1.3% -$3,993 减仓
XLE SELECT SECTOR SPDR TR $29.86万0.04%5,623 3135.9% $1.66万 加仓
IEF ISHARES TR $30.10万0.04%3,183 -24-0.7% -$2,270 减仓
IWP ISHARES TR $30.25万0.04%2,066 00.0% — 不变
GLW CORNING INC $30.93万0.04%1,211 -380-23.9% -$9.71万 减仓
IJS ISHARES TR $31.47万0.04%2,302 10.0% $137 加仓
IBTI ISHARES TR $31.53万0.04%14,240 -335-2.3% -$7,417 减仓
KHC KRAFT HEINZ CO $31.66万0.04%13,406 00.0% — 不变
FLS FLOWSERVE CORP $31.85万0.04%4,295 -5,978-58.2% -$44.33万 减仓
IBTH ISHARES TR $31.85万0.04%14,240 -335-2.3% -$7,494 减仓
YUM YUM BRANDS INC $32.16万0.04%2,012 00.0% — 不变
ILCG ISHARES TR $32.27万0.04%2,758 00.0% — 不变
OEF ISHARES TR $32.42万0.04%886 -27-3.0% -$9,879 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $32.77万0.04%7,741 -1,180-13.2% -$4.99万 减仓
AGG ISHARES TR $33.16万0.04%3,350 -124-3.6% -$1.23万 减仓
EME EMCOR GROUP INC $33.28万0.04%401 20.5% $1,660 加仓
WM WASTE MGMT INC DEL $33.72万0.04%1,513 -917-37.7% -$20.44万 减仓
SPEM SPDR INDEX SHS FDS $33.97万0.04%6,560 1221.9% $6,318 加仓
WAT WATERS CORP $34.35万0.04%916 -2-0.2% -$750 减仓
IGSB ISHARES TR $34.57万0.04%6,596 1,58431.6% $8.30万 加仓
IBDS ISHARES TR $34.68万0.04%14,320 -40-0.3% -$969 减仓