Kelsey Financial, LLC
MOORPARK CA · SEC CIK 0002022609
$1.14亿2026Q1 申报市值
63持仓数
73.1%前十大占比 · 第一大 18.5%
5 / 4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
QQQ 加仓+$285.30万
IWP 加仓+$37.31万
IWO 加仓+$36.40万
ESGU 加仓+$28.04万
LQD 加仓+$26.53万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$242.73万
VEU 减仓-$66.60万
AVGO 减仓-$46.24万
IWS 减仓-$45.56万
NULV 清仓-$27.35万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,114.18万 | 18.49% | 36,630 | 4,943 | 15.6% | $285.30万 | 加仓 |
| IWD | ISHARES TR | $1,069.13万 | 9.35% | 50,036 | -11,360 | -18.5% | -$242.73万 | 减仓 |
| LQD | ISHARES TR | $1,052.46万 | 9.20% | 96,565 | 2,434 | 2.6% | $26.53万 | 加仓 |
| IGSB | ISHARES TR | $919.67万 | 8.04% | 174,976 | 661 | 0.4% | $3.47万 | 加仓 |
| AMGN | AMGEN INC | $766.96万 | 6.71% | 21,798 | 2 | 0.0% | $704 | 加仓 |
| AVGO | BROADCOM INC | $736.73万 | 6.44% | 23,803 | -1,494 | -5.9% | -$46.24万 | 减仓 |
| IWS | ISHARES TR | $516.79万 | 4.52% | 35,460 | -3,126 | -8.1% | -$45.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $466.91万 | 4.08% | 62,172 | -8,868 | -12.5% | -$66.60万 | 减仓 |
| IWP | ISHARES TR | $405.91万 | 3.55% | 31,682 | 2,912 | 10.1% | $37.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $311.90万 | 2.73% | 4,796 | 327 | 7.3% | $21.27万 | 加仓 |
| IWN | ISHARES TR | $278.91万 | 2.44% | 14,711 | -682 | -4.4% | -$12.93万 | 减仓 |
| IWO | ISHARES TR | $215.31万 | 1.88% | 6,861 | 1,160 | 20.3% | $36.40万 | 加仓 |
| AAPL | APPLE INC | $181.82万 | 1.59% | 7,164 | -289 | -3.9% | -$7.33万 | 减仓 |
| JNK | SPDR SERIES TRUST | $147.28万 | 1.29% | 15,386 | 342 | 2.3% | $3.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $135.11万 | 1.18% | 7,747 | 192 | 2.5% | $3.35万 | 加仓 |
| TSLA | TESLA INC | $108.74万 | 0.95% | 2,925 | -224 | -7.1% | -$8.33万 | 减仓 |
| EEM | ISHARES TR | $102.99万 | 0.90% | 18,134 | -836 | -4.4% | -$4.75万 | 减仓 |
| ESGU | ISHARES TR | $101.68万 | 0.89% | 7,190 | 1,983 | 38.1% | $28.04万 | 加仓 |
| TIP | ISHARES TR | $85.08万 | 0.74% | 7,709 | 137 | 1.8% | $1.51万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $83.39万 | 0.73% | 7,316 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $81.46万 | 0.71% | 10,643 | 42 | 0.4% | $3,215 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.83万 | 0.70% | 1,336 | 228 | 20.6% | $13.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $78.99万 | 0.69% | 2,134 | 6 | 0.3% | $2,221 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $78.43万 | 0.69% | 20,726 | -477 | -2.2% | -$1.80万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $71.35万 | 0.62% | 9,287 | -955 | -9.3% | -$7.34万 | 减仓 |
| SUSC | ISHARES TR | $62.79万 | 0.55% | 27,137 | 1,572 | 6.1% | $3.64万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $60.35万 | 0.53% | 3,609 | -25 | -0.7% | -$4,181 | 减仓 |
| — | EXXON MOBIL CORP | $56.79万 | 0.50% | 3,347 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $56.70万 | 0.50% | 1,724 | 1 | 0.1% | $329 | 加仓 |
| SUSB | ISHARES TR | $56.40万 | 0.49% | 22,502 | 969 | 4.5% | $2.43万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $53.00万 | 0.46% | 2,876 | -147 | -4.9% | -$2.71万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $50.94万 | 0.45% | 2,224 | -25 | -1.1% | -$5,726 | 减仓 |
| DVY | ISHARES TR | $50.78万 | 0.44% | 3,354 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $44.75万 | 0.39% | 4,774 | -923 | -16.2% | -$8.65万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $44.36万 | 0.39% | 1,571 | -150 | -8.7% | -$4.24万 | 减仓 |
| WFC | WELLS FARGO & CO | $40.99万 | 0.36% | 5,149 | -1,033 | -16.7% | -$8.22万 | 减仓 |
| IYH | ISHARES TR | $40.07万 | 0.35% | 6,500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $38.82万 | 0.34% | 1,600 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $36.78万 | 0.32% | 5,397 | 225 | 4.4% | $1.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.26万 | 0.32% | 2,728 | 200 | 7.9% | $2.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.11万 | 0.29% | 6,596 | -1,908 | -22.4% | -$9.58万 | 减仓 |
| GE | GE AEROSPACE | $33.09万 | 0.29% | 1,166 | 5 | 0.4% | $1,419 | 加仓 |
| AMZN | AMAZON COM INC | $30.20万 | 0.26% | 1,450 | 6 | 0.4% | $1,250 | 加仓 |
| IWM | ISHARES TR | $29.02万 | 0.25% | 1,170 | 37 | 3.3% | $9,176 | 加仓 |
| ACWX | ISHARES TR | $28.64万 | 0.25% | 4,183 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $27.93万 | 0.24% | 1,531 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $27.41万 | 0.24% | 802 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.26万 | 0.22% | 3,186 | 361 | 12.8% | $2.86万 | 加仓 |
| GEV | GE VERNOVA INC | $25.05万 | 0.22% | 287 | 287 | — | $25.05万 | 新建仓 |
| PLD | PROLOGIS INC. | $25.02万 | 0.22% | 1,893 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $24.71万 | 0.22% | 862 | 5 | 0.6% | $1,434 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $24.10万 | 0.21% | 986 | 4 | 0.4% | $978 | 加仓 |
| PFE | PFIZER INC | $23.79万 | 0.21% | 8,473 | 8,473 | — | $23.79万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $23.00万 | 0.20% | 1,001 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $22.26万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.04万 | 0.19% | 2,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $21.21万 | 0.19% | 351 | 351 | — | $21.21万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $21.18万 | 0.19% | 5,156 | 5,156 | — | $21.18万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $20.05万 | 0.18% | 9,003 | 9,003 | — | $20.05万 | 新建仓 |
| KVUE | KENVUE INC | $17.26万 | 0.15% | 10,011 | -300 | -2.9% | -$5,172 | 减仓 |
| IMRX | IMMUNEERING CORP | $7.96万 | 0.07% | 15,099 | 1,000 | 7.1% | $5,270 | 加仓 |
| — | SANGAMO THERAPEUTICS INC | $1.04万 | 0.01% | 42,000 | 7,000 | 20.0% | $1,728 | 加仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $9,450 | 0.01% | 27,000 | 15,000 | 125.0% | $5,250 | 加仓 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | -6,071 | -100.0% | -$27.35万 | 清仓 |
| EVUS | ISHARES TR | $0 | 0.00% | 0 | -8,114 | -100.0% | -$26.00万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,221 | -100.0% | -$22.03万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,121 | -100.0% | -$21.85万 | 清仓 |