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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $155.14万 | 0.23% | 13,680 | -6,619 | -32.6% | -$75.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $155.12万 | 0.23% | 11,672 | 128 | 1.1% | $1.70万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $151.94万 | 0.22% | 3,296 | 120 | 3.8% | $5.53万 | 加仓 |
| — | HONEYWELL INTL INC | $150.96万 | 0.22% | 6,679 | -2,621 | -28.2% | -$59.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $148.81万 | 0.22% | 4,639 | -1,178 | -20.3% | -$37.79万 | 减仓 |
| IEMG | ISHARES INC | $147.94万 | 0.21% | 21,210 | 1,595 | 8.1% | $11.13万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $143.72万 | 0.21% | 27,675 | 3,835 | 16.1% | $19.92万 | 加仓 |
| UTWO | RBB FD INC | $139.39万 | 0.20% | 28,869 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.07万 | 0.20% | 2,123 | -354 | -14.3% | -$23.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $136.55万 | 0.20% | 14,702 | -506 | -3.3% | -$4.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $132.27万 | 0.19% | 2,188 | -898 | -29.1% | -$54.29万 | 减仓 |
| MS | MORGAN STANLEY | $131.44万 | 0.19% | 7,987 | -1,506 | -15.9% | -$24.78万 | 减仓 |
| KO | COCA COLA CO | $130.19万 | 0.19% | 17,119 | -640 | -3.6% | -$4.87万 | 减仓 |
| APH | AMPHENOL CORP | $125.99万 | 0.18% | 9,971 | 406 | 4.2% | $5.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $125.77万 | 0.18% | 6,079 | 2 | 0.0% | $414 | 加仓 |
| ABT | ABBOTT LABORATORIES | $124.81万 | 0.18% | 12,156 | -103 | -0.8% | -$1.06万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $124.61万 | 0.18% | 31,983 | 30 | 0.1% | $1,169 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $124.27万 | 0.18% | 5,972 | -217 | -3.5% | -$4.52万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $123.46万 | 0.18% | 24,510 | -2,089 | -7.9% | -$10.52万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $122.35万 | 0.18% | 1,119 | -12 | -1.1% | -$1.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $120.99万 | 0.18% | 4,213 | -1 | -0.0% | -$287 | 减仓 |
| CALF | PACER FDS TR | $120.68万 | 0.18% | 26,895 | -10,214 | -27.5% | -$45.83万 | 减仓 |
| ORCL | ORACLE CORP | $120.05万 | 0.17% | 8,161 | 253 | 3.2% | $3.72万 | 加仓 |
| IYW | ISHARES TR | $117.88万 | 0.17% | 6,498 | 96 | 1.5% | $1.74万 | 加仓 |
| ETN | EATON CORP PLC | $113.86万 | 0.17% | 3,183 | 68 | 2.2% | $2.43万 | 加仓 |
| MELI | MERCADOLIBRE INC | $112.90万 | 0.16% | 653 | 63 | 10.7% | $10.89万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $110.07万 | 0.16% | 3,258 | -416 | -11.3% | -$14.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $110.00万 | 0.16% | 5,666 | -45 | -0.8% | -$8,736 | 减仓 |
| BX | BLACKSTONE INC | $108.85万 | 0.16% | 9,466 | -3,129 | -24.8% | -$35.98万 | 减仓 |
| IMCG | ISHARES TR | $107.98万 | 0.16% | 13,708 | -1,214 | -8.1% | -$9.56万 | 减仓 |
| IOO | ISHARES TR | $107.01万 | 0.16% | 8,846 | 94 | 1.1% | $1.14万 | 加仓 |
| OBIL | RBB FD INC | $106.52万 | 0.15% | 21,273 | -59 | -0.3% | -$2,954 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $103.95万 | 0.15% | 5,242 | 1,028 | 24.4% | $20.39万 | 加仓 |
| SO | SOUTHERN CO | $103.23万 | 0.15% | 10,695 | -552 | -4.9% | -$5.33万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $102.68万 | 0.15% | 20,212 | 10,754 | 113.7% | $54.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $101.79万 | 0.15% | 5,188 | -235 | -4.3% | -$4.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.17万 | 0.15% | 2,994 | 445 | 17.5% | $15.04万 | 加仓 |
| LIN | LINDE PLC | $99.39万 | 0.14% | 2,005 | -70 | -3.4% | -$3.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $98.17万 | 0.14% | 985 | -47 | -4.6% | -$4.68万 | 减仓 |
| ZTS | ZOETIS INC | $97.61万 | 0.14% | 8,257 | 690 | 9.1% | $8.16万 | 加仓 |
| MOAT | VANECK ETF TRUST | $95.24万 | 0.14% | 9,849 | -41 | -0.4% | -$3,965 | 减仓 |
| MRK | MERCK & CO INC | $94.39万 | 0.14% | 7,847 | -1,056 | -11.9% | -$12.70万 | 减仓 |
| RKLB | ROCKET LAB CORP | $92.16万 | 0.13% | 14,350 | 1,140 | 8.6% | $7.32万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $91.89万 | 0.13% | 12,136 | 239 | 2.0% | $1.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.69万 | 0.13% | 6,846 | -7 | -0.1% | -$917 | 减仓 |
| DGRW | WISDOMTREE TR | $89.30万 | 0.13% | 10,166 | -3,200 | -23.9% | -$28.11万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $87.60万 | 0.13% | 17,262 | 232 | 1.4% | $1.18万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $87.16万 | 0.13% | 10,227 | 478 | 4.9% | $4.07万 | 加仓 |
| VLUE | ISHARES TR | $86.45万 | 0.13% | 6,080 | -845 | -12.2% | -$12.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $85.52万 | 0.12% | 2,052 | 2,052 | — | $85.52万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $85.50万 | 0.12% | 8,910 | 458 | 5.4% | $4.39万 | 加仓 |
| PEP | PEPSICO INC | $85.10万 | 0.12% | 5,480 | -290 | -5.0% | -$4.50万 | 减仓 |
| VNT | VONTIER CORPORATION | $84.39万 | 0.12% | 23,791 | 874 | 3.8% | $3.10万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $84.24万 | 0.12% | 4,029 | 193 | 5.0% | $4.04万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $83.59万 | 0.12% | 16,734 | -865 | -4.9% | -$4.32万 | 减仓 |
| FAST | FASTENAL CO | $82.51万 | 0.12% | 17,783 | 731 | 4.3% | $3.39万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $82.41万 | 0.12% | 9,679 | 582 | 6.4% | $4.96万 | 加仓 |
| CMI | CUMMINS INC | $81.24万 | 0.12% | 1,510 | -370 | -19.7% | -$19.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $80.05万 | 0.12% | 10,055 | 465 | 4.8% | $3.70万 | 加仓 |
| EFG | ISHARES TR | $79.60万 | 0.12% | 7,147 | -3,611 | -33.6% | -$40.22万 | 减仓 |
| BLK | BLACKROCK INC | $78.99万 | 0.11% | 821 | -489 | -37.3% | -$47.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $75.89万 | 0.11% | 897 | -97 | -9.8% | -$8.21万 | 减仓 |
| FLS | FLOWSERVE CORP | $75.52万 | 0.11% | 10,273 | 230 | 2.3% | $1.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $74.80万 | 0.11% | 19,248 | -50 | -0.3% | -$1,943 | 减仓 |
| GLD | SPDR GOLD TR | $74.14万 | 0.11% | 1,723 | 20 | 1.2% | $8,606 | 加仓 |
| SPYM | SPDR SERIES TRUST | $73.67万 | 0.11% | 9,625 | -913 | -8.7% | -$6.99万 | 减仓 |
| XBIL | RBB FD INC | $72.94万 | 0.11% | 14,580 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $72.69万 | 0.11% | 37,661 | -696 | -1.8% | -$1.34万 | 减仓 |
| URI | UNITED RENTALS INC | $72.57万 | 0.11% | 996 | 23 | 2.4% | $1.68万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $72.20万 | 0.10% | 20,981 | 2,881 | 15.9% | $9.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $72.10万 | 0.10% | 8,128 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $71.98万 | 0.10% | 12,583 | -3,132 | -19.9% | -$17.92万 | 减仓 |
| ITOT | ISHARES TR | $71.83万 | 0.10% | 5,043 | -817 | -13.9% | -$11.64万 | 减仓 |
| SMH | VANECK ETF TRUST | $71.20万 | 0.10% | 1,857 | 17 | 0.9% | $6,518 | 加仓 |
| UTES | ETFIS SER TR I | $70.65万 | 0.10% | 8,842 | 2,629 | 42.3% | $21.01万 | 加仓 |
| TJX | TJX COS INC NEW | $69.77万 | 0.10% | 4,369 | 13 | 0.3% | $2,076 | 加仓 |
| — | PROSHARES TR | $68.93万 | 0.10% | 9,915 | -1,512 | -13.2% | -$10.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.80万 | 0.10% | 4,704 | -83 | -1.7% | -$1.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.04万 | 0.10% | 4,115 | 109 | 2.7% | $1.80万 | 重新持有 |
| EOG | EOG RES INC | $66.63万 | 0.10% | 4,609 | 1,733 | 60.3% | $25.05万 | 重新持有 |
| WMB | WILLIAMS COS INC | $66.35万 | 0.10% | 9,116 | 6 | 0.1% | $437 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $65.35万 | 0.09% | 1,904 | -35 | -1.8% | -$1.20万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $64.40万 | 0.09% | 11,234 | 6,064 | 117.3% | $34.76万 | 加仓 |
| NOW | SERVICENOW INC | $62.68万 | 0.09% | 5,995 | 467 | 8.4% | $4.88万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $62.66万 | 0.09% | 13,486 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $61.55万 | 0.09% | 8,617 | -4,701 | -35.3% | -$33.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $60.81万 | 0.09% | 9,489 | 1,095 | 13.0% | $7.02万 | 加仓 |
| CTAS | CINTAS CORP | $60.66万 | 0.09% | 3,586 | 345 | 10.6% | $5.84万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $60.55万 | 0.09% | 19,556 | -464 | -2.3% | -$1.44万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $59.14万 | 0.09% | 4,955 | -526 | -9.6% | -$6.28万 | 减仓 |
| TMUS | T-MOBILE US INC | $58.96万 | 0.09% | 2,807 | 777 | 38.3% | $16.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.33万 | 0.08% | 1,494 | -370 | -19.8% | -$14.45万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $58.00万 | 0.08% | 12,244 | 12,244 | — | $58.00万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $57.73万 | 0.08% | 4,409 | 95 | 2.2% | $1.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $57.44万 | 0.08% | 5,838 | -4,814 | -45.2% | -$47.36万 | 减仓 |
| AAXJ | ISHARES TR | $57.43万 | 0.08% | 5,964 | -11,930 | -66.7% | -$114.87万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $57.19万 | 0.08% | 5,248 | -868 | -14.2% | -$9.46万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $56.85万 | 0.08% | 3,713 | -233 | -5.9% | -$3.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $56.41万 | 0.08% | 2,623 | -77 | -2.9% | -$1.66万 | 减仓 |
| WM | WASTE MGMT INC DEL | $55.84万 | 0.08% | 2,430 | 10 | 0.4% | $2,298 | 加仓 |