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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $3,397.78万 | 4.93% | 142,992 | 14,419 | 11.2% | $342.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,023.96万 | 2.94% | 35,066 | -5,515 | -13.6% | -$318.32万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,895.35万 | 2.75% | 183,355 | -5,960 | -3.1% | -$61.61万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,791.06万 | 2.60% | 266,845 | -12,033 | -4.3% | -$80.77万 | 减仓 |
| AAPL | APPLE INC | $1,761.60万 | 2.56% | 69,412 | -3,984 | -5.4% | -$101.11万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,509.20万 | 2.19% | 212,833 | 15,239 | 7.7% | $108.06万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,435.07万 | 2.08% | 337,346 | 4,885 | 1.5% | $20.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,373.62万 | 1.99% | 22,988 | 4,543 | 24.6% | $271.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,269.31万 | 1.84% | 34,289 | -380 | -1.1% | -$14.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,187.43万 | 1.72% | 68,086 | -20,128 | -22.8% | -$351.03万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,177.58万 | 1.71% | 102,185 | 37,248 | 57.4% | $429.25万 | 加仓 |
| IVV | ISHARES TR | $1,157.97万 | 1.68% | 17,727 | -13,010 | -42.3% | -$849.85万 | 减仓 |
| TSLA | TESLA INC | $1,136.26万 | 1.65% | 30,565 | -84 | -0.3% | -$3.12万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1,080.27万 | 1.57% | 317,299 | 8,449 | 2.7% | $28.77万 | 加仓 |
| DGRO | ISHARES TR | $1,077.60万 | 1.56% | 153,548 | -27,021 | -15.0% | -$189.63万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,066.24万 | 1.55% | 115,033 | 20,645 | 21.9% | $191.36万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,065.87万 | 1.55% | 265,207 | 92,513 | 53.6% | $371.81万 | 加仓 |
| AMZN | AMAZON COM INC | $1,023.24万 | 1.49% | 49,130 | -1,966 | -3.8% | -$40.95万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $910.44万 | 1.32% | 166,900 | 5,807 | 3.6% | $31.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $844.67万 | 1.23% | 76,462 | -3,105 | -3.9% | -$34.30万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $819.32万 | 1.19% | 192,059 | 71,717 | 59.6% | $305.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $800.53万 | 1.16% | 112,545 | 5,203 | 4.8% | $37.01万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $796.69万 | 1.16% | 73,387 | 24,602 | 50.4% | $267.08万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $727.23万 | 1.06% | 43,888 | 14,730 | 50.5% | $244.08万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $664.70万 | 0.97% | 168,578 | -10,610 | -5.9% | -$41.84万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $627.26万 | 0.91% | 185,744 | 21,851 | 13.3% | $73.79万 | 加仓 |
| GOOGL | ALPHABET INC | $612.38万 | 0.89% | 21,296 | -229 | -1.1% | -$6.59万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $609.15万 | 0.88% | 81,015 | -6,996 | -7.9% | -$52.60万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $569.39万 | 0.83% | 34,808 | 13,833 | 65.9% | $226.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $567.28万 | 0.82% | 19,285 | 1,420 | 7.9% | $41.77万 | 加仓 |
| IJR | ISHARES TR | $564.05万 | 0.82% | 45,375 | -1,648 | -3.5% | -$20.49万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $486.09万 | 0.71% | 88,493 | -5,694 | -6.0% | -$31.28万 | 减仓 |
| — | EXXON MOBIL CORP | $481.90万 | 0.70% | 28,404 | -4,595 | -13.9% | -$77.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $454.41万 | 0.66% | 31,460 | -851 | -2.6% | -$12.29万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $449.49万 | 0.65% | 147,374 | 1,475 | 1.0% | $4.50万 | 加仓 |
| FLXR | TCW ETF TRUST | $448.04万 | 0.65% | 114,093 | 54,275 | 90.7% | $213.14万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $439.85万 | 0.64% | 47,418 | -4,097 | -8.0% | -$38.00万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $421.30万 | 0.61% | 144,626 | 2,728 | 1.9% | $7.95万 | 加仓 |
| MO | ALTRIA GROUP INC | $410.46万 | 0.60% | 62,200 | -2,548 | -3.9% | -$16.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $403.68万 | 0.59% | 21,034 | 405 | 2.0% | $7.77万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $390.56万 | 0.57% | 21,194 | -17,494 | -45.2% | -$322.38万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $386.58万 | 0.56% | 116,755 | 116,755 | — | $386.58万 | 新建仓 |
| AVGO | BROADCOM INC | $385.66万 | 0.56% | 12,460 | -2,335 | -15.8% | -$72.27万 | 减仓 |
| T | AT&T INC | $385.16万 | 0.56% | 132,860 | -913 | -0.7% | -$2.65万 | 减仓 |
| PWR | QUANTA SVCS INC | $371.47万 | 0.54% | 6,766 | 86 | 1.3% | $4.72万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $365.23万 | 0.53% | 29,954 | -1,863 | -5.9% | -$22.72万 | 减仓 |
| IJH | ISHARES TR | $364.44万 | 0.53% | 53,967 | -880 | -1.6% | -$5.94万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $364.01万 | 0.53% | 92,203 | 22,770 | 32.8% | $89.90万 | 加仓 |
| TIP | ISHARES TR | $361.48万 | 0.52% | 32,755 | 32,755 | — | $361.48万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $348.42万 | 0.51% | 74,085 | -5,267 | -6.6% | -$24.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $331.25万 | 0.48% | 13,551 | 58 | 0.4% | $1.42万 | 加仓 |
| IEFA | ISHARES TR | $326.37万 | 0.47% | 36,051 | 1,315 | 3.8% | $11.90万 | 重新持有 |
| SYFI | AB ACTIVE ETFS INC | $323.51万 | 0.47% | 91,078 | -8,536 | -8.6% | -$30.32万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $314.47万 | 0.46% | 14,475 | -6,455 | -30.8% | -$140.24万 | 减仓 |
| LLY | ELI LILLY & CO | $306.37万 | 0.44% | 3,331 | -141 | -4.1% | -$12.97万 | 减仓 |
| ESGU | ISHARES TR | $302.18万 | 0.44% | 21,367 | -10,685 | -33.3% | -$151.11万 | 重新持有 |
| PWRD | TCW ETF TRUST | $301.33万 | 0.44% | 30,821 | 19,966 | 183.9% | $195.20万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $298.71万 | 0.43% | 9,883 | -41 | -0.4% | -$1.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $297.17万 | 0.43% | 6,201 | -3,477 | -35.9% | -$166.63万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $296.43万 | 0.43% | 11,612 | 546 | 4.9% | $13.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $288.86万 | 0.42% | 13,520 | -1,689 | -11.1% | -$36.09万 | 减仓 |
| NOBL | PROSHARES TR | $284.12万 | 0.41% | 26,801 | -1,919 | -6.7% | -$20.34万 | 减仓 |
| META | META PLATFORMS INC | $283.17万 | 0.41% | 4,949 | -418 | -7.8% | -$23.92万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $266.29万 | 0.39% | 104,223 | 4,800 | 4.8% | $12.26万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $262.53万 | 0.38% | 2,933 | -46 | -1.5% | -$4.12万 | 减仓 |
| ASML | ASML HLDG NV | $256.42万 | 0.37% | 1,941 | 42 | 2.2% | $5.55万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $251.50万 | 0.37% | 64,521 | -2,929 | -4.3% | -$11.42万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $245.26万 | 0.36% | 67,621 | 26,444 | 64.2% | $95.91万 | 加仓 |
| ENFR | ALPS ETF TR | $241.82万 | 0.35% | 63,287 | 63,287 | — | $241.82万 | 新建仓 |
| HD | HOME DEPOT INC | $235.78万 | 0.34% | 7,169 | -6 | -0.1% | -$1,973 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $234.44万 | 0.34% | 89,277 | 2,648 | 3.1% | $6.95万 | 加仓 |
| GOOG | ALPHABET INC | $222.11万 | 0.32% | 7,743 | -142 | -1.8% | -$4.07万 | 减仓 |
| BAC | BANK AMERICA CORP | $220.28万 | 0.32% | 45,185 | 2,202 | 5.1% | $10.73万 | 加仓 |
| CRM | SALESFORCE INC | $220.17万 | 0.32% | 11,795 | -322 | -2.7% | -$6.01万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $219.29万 | 0.32% | 8,521 | -1,856 | -17.9% | -$47.76万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $218.96万 | 0.32% | 5,013 | 133 | 2.7% | $5.81万 | 加仓 |
| QUAL | ISHARES TR | $213.87万 | 0.31% | 11,150 | -13,880 | -55.5% | -$266.24万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $213.33万 | 0.31% | 4,340 | 77 | 1.8% | $3.78万 | 加仓 |
| ABBV | ABBVIE INC | $210.08万 | 0.31% | 9,659 | 68 | 0.7% | $1.48万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $208.51万 | 0.30% | 19,852 | 1,350 | 7.3% | $14.18万 | 加仓 |
| QGRW | WISDOMTREE TR | $202.90万 | 0.29% | 37,974 | 4,380 | 13.0% | $23.40万 | 加仓 |
| IVW | ISHARES TR | $201.60万 | 0.29% | 17,823 | -752 | -4.0% | -$8.51万 | 减仓 |
| MCD | MCDONALDS CORP | $194.26万 | 0.28% | 6,251 | 211 | 3.5% | $6.56万 | 加仓 |
| AMGN | AMGEN INC | $192.41万 | 0.28% | 5,469 | -351 | -6.0% | -$12.35万 | 减仓 |
| RTX | RTX CORPORATION | $191.76万 | 0.28% | 9,941 | -451 | -4.3% | -$8.70万 | 减仓 |
| MSTR | STRATEGY INC | $186.26万 | 0.27% | 14,925 | -69 | -0.5% | -$8,611 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $184.63万 | 0.27% | 22,280 | -420 | -1.9% | -$3.48万 | 减仓 |
| F | FORD MTR CO | $184.60万 | 0.27% | 159,964 | -5,018 | -3.0% | -$5.79万 | 减仓 |
| USB | US BANCORP | $177.47万 | 0.26% | 34,123 | -1,987 | -5.5% | -$10.33万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $173.56万 | 0.25% | 45,175 | 2,185 | 5.1% | $8.39万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $173.48万 | 0.25% | 6,411 | 1,640 | 34.4% | $44.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $164.86万 | 0.24% | 8,104 | 204 | 2.6% | $4.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $162.63万 | 0.24% | 10,144 | 812 | 8.7% | $13.02万 | 加仓 |
| WMT | WALMART INC | $161.86万 | 0.24% | 13,024 | -218 | -1.6% | -$2.71万 | 减仓 |
| V | VISA INC | $161.29万 | 0.23% | 5,336 | 201 | 3.9% | $6.08万 | 加仓 |
| CSCO | CISCO SYS INC | $160.93万 | 0.23% | 20,741 | -2,459 | -10.6% | -$19.08万 | 减仓 |
| CAT | CATERPILLAR INC | $159.47万 | 0.23% | 2,251 | -11 | -0.5% | -$7,793 | 减仓 |
| DLN | WISDOMTREE TR | $157.87万 | 0.23% | 17,673 | -421 | -2.3% | -$3.76万 | 减仓 |
| DIS | DISNEY WALT CO | $157.48万 | 0.23% | 16,339 | -144 | -0.9% | -$1.39万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $157.42万 | 0.23% | 28,720 | -1,865 | -6.1% | -$10.22万 | 减仓 |