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
LOW LOWES COS INC $55.53万0.08%2,350 120.5% $2,836 加仓
TBIL RBB FD INC $55.52万0.08%11,136 -600-5.1% -$2.99万 减仓
QCOM QUALCOMM INC $55.21万0.08%4,287 00.0% — 不变
SFLO VICTORY PORTFOLIOS II $55.16万0.08%18,368 630.3% $1,892 加仓
AXP AMERICAN EXPRESS CO $54.64万0.08%1,806 -211-10.5% -$6.38万 减仓
BILS SPDR SERIES TRUST $54.38万0.08%5,469 -2,370-30.2% -$23.57万 减仓
AM ANTERO MIDSTREAM CORP $53.48万0.08%23,458 -435-1.8% -$9,918 减仓
VLO VALERO ENERGY CORP $53.27万0.08%2,156 522.5% $1.28万 加仓
XLV SELECT SECTOR SPDR TR $53.00万0.08%3,615 561.6% $8,210 加仓
DIVB ISHARES TR $52.66万0.08%9,761 -12,985-57.1% -$70.05万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $52.16万0.08%3,316 2357.6% $3.70万 加仓
IBM INTERNATIONAL BUSINESS MACHS $51.61万0.07%2,129 381.8% $9,212 加仓
BA BOEING CO $51.39万0.07%2,582 1,05168.6% $20.92万 加仓
IGIB ISHARES TR $50.48万0.07%9,485 -107-1.1% -$5,695 减仓
MDT MEDTRONIC PLC $50.23万0.07%5,797 -823-12.4% -$7.13万 减仓
IQLT ISHARES TR $50.22万0.07%10,862 -112-1.0% -$5,178 重新持有
KMI KINDER MORGAN INC DEL $50.05万0.07%14,926 -35-0.2% -$1,174 减仓
PFE PFIZER INC $49.43万0.07%17,604 520.3% $1,460 加仓
SPDW SPDR INDEX SHS FDS $48.99万0.07%10,732 -143-1.3% -$6,528 减仓
A AGILENT TECHNOLOGIES INC $48.78万0.07%4,279 1243.0% $1.41万 加仓
DELL DELL TECHNOLOGIES INC $48.12万0.07%2,932 -882-23.1% -$14.47万 减仓
FDX FEDEX CORP $47.44万0.07%1,332 -169-11.3% -$6.02万 减仓
NET CLOUDFLARE INC $47.38万0.07%2,296 -9-0.4% -$1,857 减仓
GE GE AEROSPACE $46.99万0.07%1,656 -100-5.7% -$2.84万 减仓
JPSE J P MORGAN EXCHANGE TRADED F $46.80万0.07%8,926 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $45.83万0.07%3,771 -44-1.2% -$5,347 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $45.17万0.07%7,207 4206.2% $2.63万 加仓
ITW ILLINOIS TOOL WKS INC $45.13万0.07%1,734 915.5% $2.37万 加仓
IJK ISHARES TR $44.92万0.07%4,464 00.0% — 不变
VHT VANGUARD WORLD FD $44.59万0.06%1,638 -4-0.2% -$1,089 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $44.41万0.06%3,463 00.0% — 不变
VB VANGUARD INDEX FDS $43.97万0.06%1,679 -27-1.6% -$7,071 减仓
VIS VANGUARD WORLD FD $42.87万0.06%1,373 00.0% — 不变
SYK STRYKER CORPORATION $42.77万0.06%1,302 584.7% $1.91万 加仓
IBDR ISHARES TR $42.70万0.06%17,615 2,50016.5% $6.06万 加仓
BLDR BUILDERS FIRSTSOURCE INC $42.38万0.06%5,148 2895.9% $2.38万 加仓
BIV VANGUARD BD INDEX FDS $42.31万0.06%5,482 00.0% — 不变
PGR PROGRESSIVE CORP $42.13万0.06%2,125 00.0% — 不变
GEV GE VERNOVA INC $41.55万0.06%476 -5-1.0% -$4,365 减仓
SPMD SPDR SERIES TRUST $41.54万0.06%7,014 3415.1% $2.02万 加仓
IJT ISHARES TR $40.77万0.06%2,817 301.1% $4,342 加仓
ADI ANALOG DEVICES INC $40.56万0.06%1,275 191.5% $6,045 加仓
HQL ABRDN LIFE SCIENCES INVESTOR $40.01万0.06%24,591 1,3545.8% $2.20万 加仓
NFLX NETFLIX INC. $39.57万0.06%4,115 -2,076-33.5% -$19.96万 减仓
EPD ENTERPRISE PRODS PARTNERS L $39.44万0.06%10,423 00.0% — 不变
CI THE CIGNA GROUP $39.42万0.06%1,478 -163-9.9% -$4.35万 减仓
VAW VANGUARD WORLD FD $39.19万0.06%1,739 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $38.96万0.06%84,138 1,2411.5% $5,746 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $38.66万0.06%4,186 00.0% — 不变
DVY ISHARES TR $38.35万0.06%2,533 -50-1.9% -$7,570 减仓
CB CHUBB LTD SWITZ $38.30万0.06%1,175 -1-0.1% -$326 减仓
SDY SPDR SERIES TRUST $38.20万0.06%2,617 -69-2.6% -$1.01万 减仓
VTR VENTAS INC $38.09万0.06%4,658 250.5% $2,045 加仓
VCSH VANGUARD SCOTTSDALE FDS $38.01万0.06%4,795 -153-3.1% -$1.21万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $37.70万0.05%4,832 -233-4.6% -$1.82万 减仓
AVDE AMERICAN CENTY ETF TR $37.54万0.05%4,425 4,425— $37.54万 新建仓
REGL PROSHARES TR $37.25万0.05%4,311 10.0% $86 加仓
— HANCOCK JOHN PFD INCOME FD $36.81万0.05%23,460 00.0% — 不变
SPYG SPDR SERIES TRUST $35.92万0.05%3,669 -862-19.0% -$8.44万 重新持有
USMV ISHARES TR $35.91万0.05%3,872 -4-0.1% -$371 减仓
PII POLARIS INC $35.10万0.05%6,441 90.1% $490 加仓
ENB ENBRIDGE INC $34.97万0.05%6,458 -814-11.2% -$4.41万 减仓
MBB ISHARES TR $34.94万0.05%3,679 -265-6.7% -$2.52万 减仓
IBDS ISHARES TR $34.81万0.05%14,360 1,54012.0% $3.73万 加仓
ANET ARISTA NETWORKS INC $34.70万0.05%2,826 -10-0.4% -$1,228 减仓
IJJ ISHARES TR $34.69万0.05%2,618 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $34.59万0.05%2,639 -8-0.3% -$1,049 减仓
AGG ISHARES TR $34.48万0.05%3,474 -60-1.7% -$5,955 减仓
IWV ISHARES TR $34.14万0.05%921 00.0% — 不变
IESC IES HOLDINGS INC $33.30万0.05%699 355.3% $1.67万 加仓
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
LYB LYONDELLBASELL INDUSTRIES NV $32.86万0.05%4,079 4,079— $32.86万 新建仓
IBTH ISHARES TR $32.69万0.05%14,575 1,0007.4% $2.24万 加仓
XLE SELECT SECTOR SPDR TR $32.53万0.05%5,310 4148.5% $2.54万 加仓
IBTI ISHARES TR $32.48万0.05%14,575 1,0007.4% $2.23万 加仓
MMM 3M CO $32.31万0.05%2,225 -30-1.3% -$4,357 减仓
DYNF BLACKROCK ETF TRUST $31.92万0.05%5,487 -759-12.2% -$4.42万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $31.34万0.05%800 00.0% — 不变
YUM YUM BRANDS INC $31.28万0.05%2,012 -118-5.5% -$1.83万 减仓
IEF ISHARES TR $30.61万0.04%3,207 1384.5% $1.32万 加仓
GILD GILEAD SCIENCES INC $30.32万0.04%2,175 -75-3.3% -$1.05万 减仓
SPEM SPDR INDEX SHS FDS $30.20万0.04%6,438 751.2% $3,518 加仓
KHC KRAFT HEINZ CO $30.15万0.04%13,406 -3,853-22.3% -$8.67万 重新持有
PYPL PAYPAL HLDGS INC $29.97万0.04%6,625 2143.3% $9,680 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $29.77万0.04%8,921 -781-8.0% -$2.61万 减仓
EME EMCOR GROUP INC $29.46万0.04%399 00.0% — 不变
OEF ISHARES TR $29.04万0.04%913 00.0% — 不变
TUA SIMPLIFY EXCHANGE TRADED FUN $28.77万0.04%13,636 13,636— $28.77万 新建仓
FNF FIDELITY NATL FINL INC $28.22万0.04%6,085 -279-4.4% -$1.29万 减仓
INTC INTEL CORP $27.69万0.04%6,274 -487-7.2% -$2.15万 减仓
WAT WATERS CORP $27.34万0.04%918 182.0% $5,360 加仓
IJS ISHARES TR $27.25万0.04%2,301 -249-9.8% -$2.95万 减仓
BF/A BROWN FORMAN CORP $26.77万0.04%9,992 00.0% — 不变
SPYV SPDR SERIES TRUST $26.76万0.04%4,729 -542-10.3% -$3.07万 减仓
PULS PGIM ETF TR $26.48万0.04%5,350 50010.3% $2.48万 加仓
IWP ISHARES TR $26.47万0.04%2,066 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $26.39万0.04%591 -22-3.6% -$9,824 减仓
IGSB ISHARES TR $26.34万0.04%5,012 -2,645-34.5% -$13.90万 减仓
ILCG ISHARES TR $26.33万0.04%2,758 00.0% — 不变