Kelly Financial Services LLC
BRAINTREE MA · SEC CIK 0002023336
$4.67亿2026Q2 申报市值
141持仓数
53.1%前十大占比 · 第一大 15.2%
17 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$2,594.38万
IALT 新建仓+$1,026.79万
GGOV 新建仓+$903.52万
IGEB 加仓+$735.62万
SECU 新建仓+$585.37万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,193.37万
IAGG 清仓-$1,160.15万
QLTA 减仓-$1,108.89万
IVE 减仓-$614.81万
IEMG 减仓-$584.70万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,082.93万 | 15.16% | 94,579 | 34,643 | 57.8% | $2,594.38万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $3,316.94万 | 7.10% | 906,269 | 14,384 | 1.6% | $52.65万 | 加仓 |
| IVW | ISHARES TR | $2,560.37万 | 5.48% | 186,168 | -4,402 | -2.3% | -$60.54万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,424.95万 | 5.19% | 356,559 | -4,854 | -1.3% | -$33.01万 | 减仓 |
| IVE | ISHARES TR | $2,089.06万 | 4.47% | 92,005 | -27,077 | -22.7% | -$614.81万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,814.71万 | 3.88% | 346,715 | 12,245 | 3.7% | $64.09万 | 加仓 |
| GOVT | ISHARES TR | $1,472.47万 | 3.15% | 646,386 | 55,214 | 9.3% | $125.78万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,415.91万 | 3.03% | 268,572 | -71,611 | -21.1% | -$377.53万 | 减仓 |
| TLH | ISHARES TR | $1,321.92万 | 2.83% | 131,731 | 9,275 | 7.6% | $93.07万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,299.64万 | 2.78% | 527,022 | 182,904 | 53.2% | $451.04万 | 加仓 |
| MBB | ISHARES TR | $1,208.56万 | 2.59% | 127,863 | 9,684 | 8.2% | $91.53万 | 加仓 |
| IGEB | ISHARES TR | $1,143.16万 | 2.45% | 253,415 | 163,073 | 180.5% | $735.62万 | 加仓 |
| IEMG | ISHARES INC | $1,118.47万 | 2.39% | 135,016 | -70,582 | -34.3% | -$584.70万 | 减仓 |
| MTUM | ISHARES TR | $1,113.28万 | 2.38% | 32,473 | -10,128 | -23.8% | -$347.22万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $1,026.79万 | 2.20% | 366,056 | 366,056 | — | $1,026.79万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $981.51万 | 2.10% | 227,677 | -71,927 | -24.0% | -$310.08万 | 减仓 |
| SHLD | GLOBAL X FDS | $938.99万 | 2.01% | 157,258 | 19,276 | 14.0% | $115.10万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $903.52万 | 1.93% | 179,662 | 179,662 | — | $903.52万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $822.45万 | 1.76% | 163,282 | -5,473 | -3.2% | -$27.57万 | 减仓 |
| LMUB | ISHARES TR | $673.37万 | 1.44% | 131,465 | 11,807 | 9.9% | $60.48万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $652.46万 | 1.40% | 129,226 | -30,625 | -19.2% | -$154.63万 | 减仓 |
| SYSB | ISHARES TR | $600.85万 | 1.29% | 67,728 | 6,209 | 10.1% | $55.08万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $585.37万 | 1.25% | 117,403 | 117,403 | — | $585.37万 | 新建仓 |
| OEF | ISHARES TR | $546.53万 | 1.17% | 14,938 | 230 | 1.6% | $8.41万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $480.16万 | 1.03% | 13,945 | 25 | 0.2% | $8,608 | 加仓 |
| — | ISHARES TR | $434.09万 | 0.93% | 180,681 | 4,334 | 2.5% | $10.41万 | 加仓 |
| AAPL | APPLE INC | $431.68万 | 0.92% | 14,919 | 28 | 0.2% | $8,102 | 加仓 |
| IAU | ISHARES GOLD TR | $403.86万 | 0.86% | 53,485 | 5,017 | 10.4% | $37.88万 | 加仓 |
| EUHY | ISHARES INC | $362.14万 | 0.78% | 67,238 | -822 | -1.2% | -$4.43万 | 减仓 |
| EMLC | VANECK ETF TRUST | $353.82万 | 0.76% | 138,426 | 1,841 | 1.3% | $4.71万 | 加仓 |
| EFV | ISHARES TR | $338.64万 | 0.72% | 44,238 | -71,098 | -61.6% | -$544.25万 | 减仓 |
| ITOT | ISHARES TR | $337.05万 | 0.72% | 20,518 | -915 | -4.3% | -$15.03万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $279.42万 | 0.60% | 82,596 | 24,120 | 41.2% | $81.60万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $272.55万 | 0.58% | 48,256 | 15,345 | 46.6% | $86.67万 | 加仓 |
| IYW | ISHARES TR | $229.25万 | 0.49% | 9,089 | -191 | -2.1% | -$4.82万 | 减仓 |
| QUAL | ISHARES TR | $228.04万 | 0.49% | 10,392 | -54,384 | -84.0% | -$1,193.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $193.81万 | 0.41% | 2,595 | 118 | 4.8% | $8.81万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $189.77万 | 0.41% | 44,422 | -1,421 | -3.1% | -$6.07万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $173.90万 | 0.37% | 20,771 | -144 | -0.7% | -$1.21万 | 减仓 |
| IUSB | ISHARES TR | $169.86万 | 0.36% | 36,806 | 7,576 | 25.9% | $34.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $160.62万 | 0.34% | 4,306 | -331 | -7.1% | -$12.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $159.00万 | 0.34% | 2,199 | 6 | 0.3% | $4,338 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $150.30万 | 0.32% | 5,553 | 230 | 4.3% | $6.23万 | 加仓 |
| RTX | RTX CORPORATION | $140.03万 | 0.30% | 7,380 | 35 | 0.5% | $6,641 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $129.86万 | 0.28% | 50,618 | 12,068 | 31.3% | $30.96万 | 加仓 |
| AMZN | AMAZON COM INC | $119.30万 | 0.26% | 5,005 | -122 | -2.4% | -$2.91万 | 减仓 |
| LQD | ISHARES TR | $92.99万 | 0.20% | 8,526 | -314 | -3.6% | -$3.42万 | 减仓 |
| KLAC | KLA CORP | $91.32万 | 0.20% | 3,027 | -3 | -0.1% | -$905 | 减仓 |
| ICVT | ISHARES TR | $88.51万 | 0.19% | 7,271 | -258 | -3.4% | -$3.14万 | 减仓 |
| QLTA | ISHARES TR | $83.33万 | 0.18% | 17,536 | -233,353 | -93.0% | -$1,108.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $81.10万 | 0.17% | 4,053 | -304 | -7.0% | -$6.08万 | 减仓 |
| — | EXXON MOBIL CORP | $78.94万 | 0.17% | 5,774 | -24 | -0.4% | -$3,281 | 减仓 |
| GOOGL | ALPHABET INC | $75.38万 | 0.16% | 2,109 | 109 | 5.5% | $3.90万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $74.54万 | 0.16% | 12,129 | 405 | 3.5% | $2.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.19万 | 0.16% | 2,882 | -1 | -0.0% | -$254 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $72.43万 | 0.16% | 9,297 | 6,173 | 197.6% | $48.09万 | 加仓 |
| HD | HOME DEPOT INC | $67.12万 | 0.14% | 1,903 | 38 | 2.0% | $1.34万 | 加仓 |
| IVLU | ISHARES TR | $65.30万 | 0.14% | 15,614 | -291 | -1.8% | -$1.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $64.74万 | 0.14% | 1,271 | -54 | -4.1% | -$2.75万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $63.61万 | 0.14% | 9,807 | -315 | -3.1% | -$2.04万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $62.40万 | 0.13% | 1,684 | -6 | -0.4% | -$2,223 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $61.94万 | 0.13% | 4,597 | -64 | -1.4% | -$8,623 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.00万 | 0.13% | 1,864 | -238 | -11.3% | -$7.79万 | 减仓 |
| ILCV | ISHARES TR | $57.49万 | 0.12% | 5,679 | -109 | -1.9% | -$1.10万 | 减仓 |
| TSLA | TESLA INC | $57.43万 | 0.12% | 1,365 | 14 | 1.0% | $5,890 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $56.77万 | 0.12% | 2,460 | 134 | 5.8% | $3.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.71万 | 0.12% | 3,361 | 26 | 0.8% | $4,309 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $52.36万 | 0.11% | 1,963 | 1,963 | — | $52.36万 | 新建仓 |
| GOOG | ALPHABET INC | $50.17万 | 0.11% | 1,420 | -121 | -7.9% | -$4.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $49.31万 | 0.11% | 996 | 3 | 0.3% | $1,485 | 加仓 |
| SOXX | ISHARES TR | $48.45万 | 0.10% | 756 | -34 | -4.3% | -$2.18万 | 减仓 |
| EFG | ISHARES TR | $47.06万 | 0.10% | 3,783 | 95 | 2.6% | $1.18万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $46.81万 | 0.10% | 9,040 | 608 | 7.2% | $3.15万 | 加仓 |
| TJX | TJX COS INC NEW | $46.64万 | 0.10% | 3,078 | -77 | -2.4% | -$1.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $46.44万 | 0.10% | 5,391 | -579 | -9.7% | -$4.99万 | 减仓 |
| XAR | SPDR SERIES TRUST | $46.40万 | 0.10% | 1,635 | 1,635 | — | $46.40万 | 新建仓 |
| USIG | ISHARES TR | $46.07万 | 0.10% | 8,983 | -985 | -9.9% | -$5.05万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $45.38万 | 0.10% | 7,868 | 3,309 | 72.6% | $19.08万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.79万 | 0.10% | 6,287 | -649 | -9.4% | -$4.62万 | 减仓 |
| USMV | ISHARES TR | $44.08万 | 0.09% | 4,570 | 410 | 9.9% | $3.96万 | 加仓 |
| IWX | ISHARES TR | $42.72万 | 0.09% | 4,063 | -3,033 | -42.7% | -$31.89万 | 减仓 |
| ORCL | ORACLE CORP | $42.54万 | 0.09% | 2,903 | 18 | 0.6% | $2,638 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.30万 | 0.09% | 3,539 | 3 | 0.1% | $359 | 加仓 |
| CSCO | CISCO SYS INC | $42.13万 | 0.09% | 3,587 | 20 | 0.6% | $2,349 | 加仓 |
| COP | CONOCOPHILLIPS | $41.56万 | 0.09% | 3,998 | 33 | 0.8% | $3,431 | 加仓 |
| SPYG | SPDR SERIES TRUST | $41.44万 | 0.09% | 3,483 | -4,657 | -57.2% | -$55.41万 | 重新持有 |
| ABBV | ABBVIE INC | $38.99万 | 0.08% | 1,549 | -1 | -0.1% | -$252 | 减仓 |
| IWY | ISHARES TR | $38.83万 | 0.08% | 1,336 | -1 | -0.1% | -$291 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.32万 | 0.08% | 7,604 | -2,948 | -27.9% | -$14.86万 | 减仓 |
| MUB | ISHARES TR | $37.37万 | 0.08% | 3,473 | -354 | -9.3% | -$3.81万 | 减仓 |
| IWB | ISHARES TR | $36.35万 | 0.08% | 888 | -9 | -1.0% | -$3,684 | 减仓 |
| INTC | INTEL CORP | $35.50万 | 0.08% | 2,543 | 2,543 | — | $35.50万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.78万 | 0.07% | 8,216 | 54 | 0.7% | $2,286 | 加仓 |
| VTV | VANGUARD INDEX FDS | $34.67万 | 0.07% | 1,591 | -160 | -9.1% | -$3.49万 | 减仓 |
| WMT | WALMART INC | $34.41万 | 0.07% | 3,038 | -1 | -0.0% | -$113 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.31万 | 0.07% | 466 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $34.06万 | 0.07% | 1,883 | 165 | 9.6% | $2.98万 | 加仓 |
| IGIB | ISHARES TR | $32.77万 | 0.07% | 6,163 | -218 | -3.4% | -$1.16万 | 减仓 |
| FISR | SSGA ACTIVE TR | $32.67万 | 0.07% | 12,737 | -3,834 | -23.1% | -$9.83万 | 减仓 |
| GLD | SPDR GOLD TR | $32.65万 | 0.07% | 886 | 37 | 4.4% | $1.36万 | 加仓 |