Kelly Financial Services LLC
BRAINTREE MA · SEC CIK 0002023336
$4.14亿2026Q1 申报市值
128持仓数
49.5%前十大占比 · 第一大 9.4%
17 / 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
CORO 新建仓+$2,857.96万
GOVT 新建仓+$1,350.83万
IVV 加仓+$1,214.09万
BLCR 新建仓+$690.38万
LMUB 新建仓+$597.17万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,592.44万
DYNF 减仓-$1,056.78万
IEMG 减仓-$1,028.18万
IAU 减仓-$742.08万
EFV 减仓-$617.49万
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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -45,112 | -100.0% | -$434.34万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -46,599 | -100.0% | -$226.85万 | 清仓 |
| — | RTX CORPORATION | $0 | 0.00% | 0 | -8,087 | -100.0% | -$148.32万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -9,260 | -100.0% | -$80.71万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -529 | -100.0% | -$25.95万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -218 | -100.0% | -$23.35万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,075 | -100.0% | -$23.08万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$22.87万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,778 | -100.0% | -$22.27万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -865 | -100.0% | -$20.96万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -564 | -100.0% | -$20.85万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,791 | -100.0% | -$20.38万 | 清仓 |
| PAYX | PAYCHEX INC | $20.04万 | 0.05% | 2,176 | 303 | 16.2% | $2.79万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $20.13万 | 0.05% | 2,326 | 82 | 3.7% | $7,098 | 加仓 |
| ETN | EATON CORP PLC | $20.17万 | 0.05% | 564 | 564 | — | $20.17万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $20.34万 | 0.05% | 9,853 | 9,853 | — | $20.34万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $21.03万 | 0.05% | 2,488 | 2,488 | — | $21.03万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.15万 | 0.05% | 616 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $21.34万 | 0.05% | 7,944 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.43万 | 0.05% | 2,987 | 148 | 5.2% | $1.06万 | 加仓 |
| META | META PLATFORMS INC | $22.40万 | 0.05% | 391 | 11 | 2.9% | $6,300 | 加仓 |
| FLTR | VANECK ETF TRUST | $22.97万 | 0.06% | 9,015 | 9,015 | — | $22.97万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.17万 | 0.06% | 4,753 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $23.19万 | 0.06% | 5,051 | -457 | -8.3% | -$2.10万 | 减仓 |
| NVS | NOVARTIS AG | $23.35万 | 0.06% | 1,529 | 30 | 2.0% | $4,581 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $23.59万 | 0.06% | 7,210 | 7,210 | — | $23.59万 | 新建仓 |
| CERY | SPDR SERIES TRUST | $23.59万 | 0.06% | 6,695 | -1,989 | -22.9% | -$7.01万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.01万 | 0.06% | 488 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $24.37万 | 0.06% | 671 | -6 | -0.9% | -$2,179 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $24.50万 | 0.06% | 3,124 | -370 | -10.6% | -$2.90万 | 减仓 |
| HYG | ISHARES TR | $24.55万 | 0.06% | 3,086 | 3,086 | — | $24.55万 | 新建仓 |
| PLD | PROLOGIS INC. | $25.11万 | 0.06% | 1,899 | -10 | -0.5% | -$1,322 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $25.60万 | 0.06% | 3,163 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $25.95万 | 0.06% | 790 | -143 | -15.3% | -$4.70万 | 减仓 |
| AMGN | AMGEN INC | $26.08万 | 0.06% | 741 | -3 | -0.4% | -$1,056 | 减仓 |
| PEP | PEPSICO INC | $26.09万 | 0.06% | 1,680 | 17 | 1.0% | $2,640 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.89万 | 0.06% | 466 | 4 | 0.9% | $2,308 | 加仓 |
| DGRO | ISHARES TR | $27.17万 | 0.07% | 3,872 | -198 | -4.9% | -$1.39万 | 减仓 |
| CSCO | CISCO SYS INC | $27.68万 | 0.07% | 3,567 | -30 | -0.8% | -$2,328 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.87万 | 0.07% | 1,929 | 207 | 12.0% | $2.99万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $28.02万 | 0.07% | 1,932 | 1,932 | — | $28.02万 | 新建仓 |
| V | VISA INC | $28.13万 | 0.07% | 931 | -37 | -3.8% | -$1.12万 | 减仓 |
| IWL | ISHARES TR | $28.28万 | 0.07% | 1,757 | 533 | 43.5% | $8.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.41万 | 0.07% | 1,718 | -253 | -12.8% | -$4.18万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $29.32万 | 0.07% | 4,095 | -163 | -3.8% | -$1.17万 | 减仓 |
| COWZ | PACER FDS TR | $30.28万 | 0.07% | 4,841 | 4,841 | — | $30.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $30.55万 | 0.07% | 983 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $30.87万 | 0.07% | 442 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.30万 | 0.08% | 314 | 55 | 21.2% | $5.48万 | 加仓 |
| IWB | ISHARES TR | $32.04万 | 0.08% | 897 | 53 | 6.3% | $1.89万 | 加仓 |
| IWY | ISHARES TR | $33.26万 | 0.08% | 1,337 | 37 | 2.8% | $9,205 | 加仓 |
| ABBV | ABBVIE INC | $33.71万 | 0.08% | 1,550 | -68 | -4.2% | -$1.48万 | 减仓 |
| IGIB | ISHARES TR | $33.96万 | 0.08% | 6,381 | -220 | -3.3% | -$1.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.36万 | 0.08% | 1,751 | -326 | -15.7% | -$6.40万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.73万 | 0.08% | 7,227 | -36 | -0.5% | -$1,730 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.63万 | 0.09% | 993 | -19 | -1.9% | -$6,818 | 减仓 |
| GLD | SPDR GOLD TR | $36.55万 | 0.09% | 849 | -30 | -3.4% | -$1.29万 | 减仓 |
| WMT | WALMART INC | $37.77万 | 0.09% | 3,039 | 3,039 | — | $37.77万 | 新建仓 |
| USMV | ISHARES TR | $38.57万 | 0.09% | 4,160 | -113 | -2.6% | -$1.05万 | 减仓 |
| T | AT&T INC | $39.06万 | 0.09% | 13,473 | 1,578 | 13.3% | $4.57万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $39.55万 | 0.10% | 8,432 | -1 | -0.0% | -$47 | 减仓 |
| MUB | ISHARES TR | $40.63万 | 0.10% | 3,827 | -4,564 | -54.4% | -$48.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.97万 | 0.10% | 8,162 | 764 | 10.3% | $3.84万 | 加仓 |
| EFG | ISHARES TR | $41.07万 | 0.10% | 3,688 | 3,688 | — | $41.07万 | 新建仓 |
| ORCL | ORACLE CORP | $42.43万 | 0.10% | 2,885 | 107 | 3.9% | $1.57万 | 加仓 |
| FISR | SSGA ACTIVE TR | $42.62万 | 0.10% | 16,571 | 2,698 | 19.4% | $6.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $43.45万 | 0.10% | 995 | -145 | -12.7% | -$6.33万 | 减仓 |
| GOOG | ALPHABET INC | $44.20万 | 0.11% | 1,541 | 10 | 0.7% | $2,868 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.45万 | 0.11% | 6,936 | -1,959 | -22.0% | -$12.55万 | 减仓 |
| KLAC | KLA CORP | $44.57万 | 0.11% | 303 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $48.17万 | 0.12% | 10,552 | -1,440 | -12.0% | -$6.57万 | 减仓 |
| TSLA | TESLA INC | $50.24万 | 0.12% | 1,351 | 2 | 0.1% | $744 | 加仓 |
| TJX | TJX COS INC NEW | $50.38万 | 0.12% | 3,155 | -47 | -1.5% | -$7,505 | 减仓 |
| USIG | ISHARES TR | $50.57万 | 0.12% | 9,968 | 9,968 | — | $50.57万 | 新建仓 |
| COP | CONOCOPHILLIPS | $52.34万 | 0.13% | 3,965 | 38 | 1.0% | $5,016 | 加仓 |
| ILCV | ISHARES TR | $53.91万 | 0.13% | 5,788 | 621 | 12.0% | $5.78万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $54.62万 | 0.13% | 4,661 | 529 | 12.8% | $6.20万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $55.28万 | 0.13% | 1,690 | 1 | 0.1% | $327 | 加仓 |
| GOOGL | ALPHABET INC | $57.50万 | 0.14% | 2,000 | 26 | 1.3% | $7,476 | 加仓 |
| XLSR | SSGA ACTIVE TR | $58.45万 | 0.14% | 10,122 | 402 | 4.1% | $2.32万 | 加仓 |
| IJR | ISHARES TR | $58.69万 | 0.14% | 4,721 | 1,332 | 39.3% | $16.56万 | 加仓 |
| HD | HOME DEPOT INC | $61.33万 | 0.15% | 1,865 | -19 | -1.0% | -$6,248 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.83万 | 0.15% | 2,102 | 49 | 2.4% | $1.44万 | 加仓 |
| IEI | ISHARES TR | $63.12万 | 0.15% | 5,336 | 3,490 | 189.1% | $41.28万 | 加仓 |
| IVLU | ISHARES TR | $63.15万 | 0.15% | 15,905 | -5,333 | -25.1% | -$21.17万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $65.09万 | 0.16% | 11,724 | 325 | 2.9% | $1.80万 | 加仓 |
| IWX | ISHARES TR | $65.76万 | 0.16% | 7,096 | -1,477 | -17.2% | -$13.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $69.00万 | 0.17% | 3,335 | 26 | 0.8% | $5,379 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.46万 | 0.17% | 2,883 | -32 | -1.1% | -$7,821 | 减仓 |
| AMAT | APPLIED MATLS INC | $74.96万 | 0.18% | 2,193 | 1 | 0.0% | $342 | 加仓 |
| NVDA | NVIDIA CORPORATION | $75.99万 | 0.18% | 4,357 | 167 | 4.0% | $2.91万 | 加仓 |
| ICVT | ISHARES TR | $76.60万 | 0.19% | 7,529 | -2,664 | -26.1% | -$27.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $80.09万 | 0.19% | 1,325 | -72 | -5.2% | -$4.35万 | 减仓 |
| LQD | ISHARES TR | $96.34万 | 0.23% | 8,840 | 4,464 | 102.0% | $48.65万 | 加仓 |
| — | EXXON MOBIL CORP | $98.37万 | 0.24% | 5,798 | -23 | -0.4% | -$3,902 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $98.41万 | 0.24% | 5,323 | 114 | 2.2% | $2.11万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $100.68万 | 0.24% | 38,550 | 3,012 | 8.5% | $7.87万 | 加仓 |
| AMZN | AMAZON COM INC | $106.79万 | 0.26% | 5,127 | -27 | -0.5% | -$5,624 | 减仓 |