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
MRVL MARVELL TECHNOLOGY INC $59.13万0.07%1,985 -245-11.0% -$7.30万 减仓
IDEQ LAZARD ACTIVE ETF TR $58.96万0.07%16,811 16,811— $58.96万 新建仓
UBER UBER TECHNOLOGIES INC $58.89万0.07%8,161 4,838145.6% $34.91万 加仓
XLY SELECT SECTOR SPDR TR $58.39万0.07%4,979 -269-5.1% -$3.15万 减仓
SCHM SCHWAB STRATEGIC TR $58.26万0.07%15,801 -3,755-19.2% -$13.84万 减仓
A AGILENT TECHNOLOGIES INC $58.20万0.07%4,382 1032.4% $1.37万 加仓
ACGL ARCH CAP GROUP LTD $58.18万0.07%5,994 5,994— $58.18万 新建仓
IGIB ISHARES TR $56.90万0.07%10,702 1,21712.8% $6.47万 加仓
XLV SELECT SECTOR SPDR TR $56.47万0.07%3,559 -56-1.5% -$8,885 减仓
NET CLOUDFLARE INC $56.32万0.07%2,296 00.0% — 不变
SPDW SPDR INDEX SHS FDS $55.84万0.07%11,082 3503.3% $1.76万 加仓
DUK DUKE ENERGY CORP NEW $55.39万0.07%4,376 -33-0.7% -$4,177 减仓
DIVB ISHARES TR $54.54万0.07%8,853 -908-9.3% -$5.59万 减仓
IQLT ISHARES TR $54.36万0.07%10,971 1091.0% $5,401 加仓
PLTR PALANTIR TECHNOLOGIES INC $54.32万0.07%4,656 -48-1.0% -$5,600 减仓
AAXJ ISHARES TR $54.24万0.07%4,545 -1,419-23.8% -$16.93万 减仓
JPSE J P MORGAN EXCHANGE TRADED F $53.70万0.07%8,926 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $53.62万0.07%6,011 1,58635.8% $14.15万 加仓
VNT VONTIER CORPORATION $53.49万0.07%18,445 -5,346-22.5% -$15.50万 减仓
AM ANTERO MIDSTREAM CORP $53.37万0.07%23,458 00.0% — 不变
IESC IES HOLDINGS INC $52.82万0.07%719 202.9% $1.47万 加仓
IJK ISHARES TR $52.45万0.07%4,464 00.0% — 不变
MA MASTERCARD INCORPORATED $51.62万0.07%1,005 503100.2% $25.83万 加仓
LOW LOWES COS INC $51.13万0.06%2,319 -31-1.3% -$6,835 减仓
QGRO AMERICAN CENTY ETF TR $50.69万0.06%4,294 -15,558-78.4% -$183.66万 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $50.68万0.06%3,463 00.0% — 不变
HQL ABRDN LIFE SCIENCES INVESTOR $50.53万0.06%25,251 6602.7% $1.32万 加仓
IJT ISHARES TR $50.33万0.06%2,818 10.0% $179 加仓
GEV GE VERNOVA INC $49.96万0.06%425 -51-10.7% -$6.00万 减仓
TMUS T-MOBILE US INC $49.25万0.06%2,936 1294.6% $2.16万 加仓
VIS VANGUARD WORLD FD $48.83万0.06%1,355 -18-1.3% -$6,487 减仓
MDT MEDTRONIC PLC $48.25万0.06%6,168 3716.4% $2.90万 加仓
ANET ARISTA NETWORKS INC $48.25万0.06%2,840 140.5% $2,378 加仓
VHT VANGUARD WORLD FD $47.33万0.06%1,583 -55-3.4% -$1.64万 减仓
IBM INTERNATIONAL BUSINESS MACHS $47.15万0.06%1,677 -452-21.2% -$12.71万 减仓
BLDR BUILDERS FIRSTSOURCE INC $46.88万0.06%5,239 911.8% $8,143 加仓
BA BOEING CO $46.30万0.06%2,139 -443-17.2% -$9.59万 减仓
ADI ANALOG DEVICES INC $45.79万0.06%1,153 -122-9.6% -$4.85万 减仓
FDX FEDEX CORP $45.75万0.06%1,461 1299.7% $4.04万 加仓
TBIL RBB FD INC $45.59万0.06%9,143 -1,993-17.9% -$9.94万 减仓
ITW ILLINOIS TOOL WKS INC $45.55万0.06%1,684 -50-2.9% -$1.35万 减仓
VB VANGUARD INDEX FDS $44.79万0.06%1,478 -201-12.0% -$6.09万 减仓
CI THE CIGNA GROUP $44.65万0.06%1,620 1429.6% $3.91万 加仓
LHX L3HARRIS TECHNOLOGIES INC $44.34万0.06%1,526 1,526— $44.34万 新建仓
PII POLARIS INC $44.18万0.06%6,455 140.2% $958 加仓
ICE INTERCONTINENTAL EXCHANGE IN $43.75万0.06%3,554 2387.2% $2.93万 加仓
PGR PROGRESSIVE CORP $43.73万0.06%2,002 -123-5.8% -$2.69万 减仓
AIZ ASSURANT INC $43.58万0.06%1,623 1,623— $43.58万 新建仓
AMAT APPLIED MATLS INC $43.52万0.06%602 -99-14.1% -$7.16万 减仓
SYK STRYKER CORPORATION $43.06万0.05%1,368 665.1% $2.08万 加仓
SOXQ INVESCO EXCH TRADED FD TR II $43.05万0.05%3,840 00.0% — 不变
KMI KINDER MORGAN INC DEL $42.60万0.05%13,326 -1,600-10.7% -$5.12万 减仓
SPYG SPDR SERIES TRUST $42.21万0.05%3,547 -122-3.3% -$1.45万 减仓
BIV VANGUARD BD INDEX FDS $41.97万0.05%5,472 -10-0.2% -$767 减仓
DYNF BLACKROCK ETF TRUST $41.97万0.05%6,171 68412.5% $4.65万 加仓
IBDR ISHARES TR $41.47万0.05%17,115 -500-2.8% -$1.21万 减仓
VTR VENTAS INC $41.36万0.05%4,658 00.0% — 不变
MBB ISHARES TR $41.18万0.05%4,357 67818.4% $6.41万 加仓
FTA FIRST TR EXCHANGE-TRADED ALP $40.52万0.05%4,186 00.0% — 不变
VAW VANGUARD WORLD FD $39.56万0.05%1,729 -10-0.6% -$2,288 减仓
SDY SPDR SERIES TRUST $39.32万0.05%2,584 -33-1.3% -$5,022 减仓
IWV ISHARES TR $39.28万0.05%921 00.0% — 不变
AEVA AEVA TECHNOLOGIES INC $39.06万0.05%13,600 1,45011.9% $4.16万 加仓
CB CHUBB LIMITED $38.95万0.05%1,143 -32-2.7% -$1.09万 减仓
MPT MEDICAL PROPERTIES TRUST INC $38.76万0.05%83,888 -250-0.3% -$1,155 减仓
IJJ ISHARES TR $38.68万0.05%2,618 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $38.31万0.05%10,423 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD $38.03万0.05%23,460 00.0% — 不变
USMV ISHARES TR $37.25万0.05%3,862 -10-0.3% -$965 减仓
RDVY FIRST TR EXCHANGE TRADED FD $37.25万0.05%4,595 4,595— $37.25万 新建仓
DVY ISHARES TR $37.25万0.05%2,383 -150-5.9% -$2.34万 减仓
PFE PFIZER INC $36.69万0.05%15,236 -2,368-13.5% -$5.70万 减仓
VST VISTRA CORP $36.34万0.05%2,291 843.8% $1.33万 加仓
MMM 3M CO $35.70万0.05%2,205 -20-0.9% -$3,238 减仓
AEP AMERICAN ELEC PWR CO INC $35.49万0.04%2,594 -45-1.7% -$6,156 减仓
VCSH VANGUARD SCOTTSDALE FDS $35.46万0.04%4,487 -308-6.4% -$2.43万 减仓
REGL PROSHARES TR $35.15万0.04%3,839 -472-10.9% -$4.32万 减仓
CBRS CEREBRAS SYSTEMS INC $35.03万0.04%1,585 1,585— $35.03万 新建仓
WPC WP CAREY INC $35.01万0.04%4,897 150.3% $1,073 加仓
ENB ENBRIDGE INC $34.90万0.04%6,438 -20-0.3% -$1,084 减仓
IBDS ISHARES TR $34.68万0.04%14,320 -40-0.3% -$969 减仓
IGSB ISHARES TR $34.57万0.04%6,596 1,58431.6% $8.30万 加仓
WAT WATERS CORP $34.35万0.04%916 -2-0.2% -$750 减仓
SPEM SPDR INDEX SHS FDS $33.97万0.04%6,560 1221.9% $6,318 加仓
WM WASTE MGMT INC DEL $33.72万0.04%1,513 -917-37.7% -$20.44万 减仓
EME EMCOR GROUP INC $33.28万0.04%401 20.5% $1,660 加仓
AGG ISHARES TR $33.16万0.04%3,350 -124-3.6% -$1.23万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $32.77万0.04%7,741 -1,180-13.2% -$4.99万 减仓
OEF ISHARES TR $32.42万0.04%886 -27-3.0% -$9,879 减仓
ILCG ISHARES TR $32.27万0.04%2,758 00.0% — 不变
YUM YUM BRANDS INC $32.16万0.04%2,012 00.0% — 不变
IBTH ISHARES TR $31.85万0.04%14,240 -335-2.3% -$7,494 减仓
FLS FLOWSERVE CORP $31.85万0.04%4,295 -5,978-58.2% -$44.33万 减仓
KHC KRAFT HEINZ CO $31.66万0.04%13,406 00.0% — 不变
IBTI ISHARES TR $31.53万0.04%14,240 -335-2.3% -$7,417 减仓
IJS ISHARES TR $31.47万0.04%2,302 10.0% $137 加仓
GLW CORNING INC $30.93万0.04%1,211 -380-23.9% -$9.71万 减仓
IWP ISHARES TR $30.25万0.04%2,066 00.0% — 不变
IEF ISHARES TR $30.10万0.04%3,183 -24-0.7% -$2,270 减仓
XLE SELECT SECTOR SPDR TR $29.86万0.04%5,623 3135.9% $1.66万 加仓