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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -232,388 | -100.0% | -$1,160.15万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -57,353 | -100.0% | -$169.50万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -4,721 | -100.0% | -$58.69万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -4,841 | -100.0% | -$30.28万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,680 | -100.0% | -$26.09万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -5,051 | -100.0% | -$23.19万 | 清仓 |
| GE | GE AEROSPACE | $20.13万 | 0.04% | 539 | 539 | — | $20.13万 | 新建仓 |
| MS | MORGAN STANLEY | $20.23万 | 0.04% | 968 | 968 | — | $20.23万 | 新建仓 |
| UNP | UNION PAC CORP | $20.51万 | 0.04% | 754 | 754 | — | $20.51万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $20.80万 | 0.04% | 9,941 | 88 | 0.9% | $1,841 | 加仓 |
| JNK | SPDR SERIES TRUST | $21.22万 | 0.05% | 2,202 | 2,202 | — | $21.22万 | 新建仓 |
| PAYX | PAYCHEX INC | $21.78万 | 0.05% | 2,215 | 39 | 1.8% | $3,835 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $21.89万 | 0.05% | 618 | 2 | 0.3% | $708 | 加仓 |
| JETS | ETF SER SOLUTIONS | $22.06万 | 0.05% | 6,639 | 6,639 | — | $22.06万 | 新建仓 |
| ASML | ASML HLDG NV | $22.09万 | 0.05% | 111 | 111 | — | $22.09万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.13万 | 0.05% | 4,376 | 4,376 | — | $22.13万 | 新建仓 |
| ETN | EATON CORP PLC | $22.17万 | 0.05% | 520 | -44 | -7.8% | -$1.88万 | 减仓 |
| MCD | MCDONALDS CORP | $22.75万 | 0.05% | 842 | -141 | -14.3% | -$3.81万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $23.02万 | 0.05% | 4,095 | 0 | 0.0% | — | 不变 |
| CERY | SPDR SERIES TRUST | $23.14万 | 0.05% | 6,921 | 226 | 3.4% | $7,555 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $23.29万 | 0.05% | 7,944 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $23.75万 | 0.05% | 2,990 | 3 | 0.1% | $238 | 加仓 |
| TER | TERADYNE INC | $23.94万 | 0.05% | 495 | 495 | — | $23.94万 | 新建仓 |
| NVS | NOVARTIS AG | $23.95万 | 0.05% | 1,529 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $24.01万 | 0.05% | 366 | 366 | — | $24.01万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $24.20万 | 0.05% | 2,455 | -33 | -1.3% | -$3,253 | 减仓 |
| ADI | ANALOG DEVICES INC | $24.38万 | 0.05% | 614 | 614 | — | $24.38万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.50万 | 0.05% | 489 | 1 | 0.2% | $501 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $25.67万 | 0.05% | 3,163 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $25.70万 | 0.06% | 8,088 | 878 | 12.2% | $2.79万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.82万 | 0.06% | 5,332 | -1,895 | -26.2% | -$9.18万 | 减仓 |
| PLD | PROLOGIS INC. | $25.99万 | 0.06% | 1,918 | 19 | 1.0% | $2,574 | 加仓 |
| FLTR | VANECK ETF TRUST | $26.24万 | 0.06% | 10,245 | 1,230 | 13.6% | $3.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $26.74万 | 0.06% | 784 | 784 | — | $26.74万 | 新建仓 |
| BAC | BANK OF AMER CORP | $26.99万 | 0.06% | 4,737 | -16 | -0.3% | -$912 | 减仓 |
| AMGN | AMGEN INC | $27.19万 | 0.06% | 751 | 10 | 1.3% | $3,621 | 加仓 |
| SNA | SNAP ON INC | $27.39万 | 0.06% | 681 | 10 | 1.5% | $4,022 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.17万 | 0.06% | 301 | -13 | -4.1% | -$1.22万 | 减仓 |
| HYG | ISHARES TR | $28.35万 | 0.06% | 3,545 | 459 | 14.9% | $3.67万 | 加仓 |
| DGRO | ISHARES TR | $28.44万 | 0.06% | 3,752 | -120 | -3.1% | -$9,095 | 减仓 |
| META | META PLATFORMS INC | $28.49万 | 0.06% | 506 | 115 | 29.4% | $6.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.52万 | 0.06% | 1,945 | 16 | 0.8% | $2,346 | 加仓 |
| T | AT&T INC | $28.75万 | 0.06% | 13,891 | 418 | 3.1% | $8,652 | 加仓 |
| IWL | ISHARES TR | $29.11万 | 0.06% | 1,574 | -183 | -10.4% | -$3.38万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $29.64万 | 0.06% | 1,742 | -190 | -9.8% | -$3.23万 | 减仓 |
| IEI | ISHARES TR | $30.17万 | 0.06% | 2,569 | -2,767 | -51.9% | -$32.50万 | 减仓 |
| V | VISA INC | $31.96万 | 0.07% | 932 | 1 | 0.1% | $343 | 加仓 |
| GLD | SPDR GOLD TR | $32.65万 | 0.07% | 886 | 37 | 4.4% | $1.36万 | 加仓 |
| FISR | SSGA ACTIVE TR | $32.67万 | 0.07% | 12,737 | -3,834 | -23.1% | -$9.83万 | 减仓 |
| IGIB | ISHARES TR | $32.77万 | 0.07% | 6,163 | -218 | -3.4% | -$1.16万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $34.06万 | 0.07% | 1,883 | 165 | 9.6% | $2.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.31万 | 0.07% | 466 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.41万 | 0.07% | 3,038 | -1 | -0.0% | -$113 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.67万 | 0.07% | 1,591 | -160 | -9.1% | -$3.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.78万 | 0.07% | 8,216 | 54 | 0.7% | $2,286 | 加仓 |
| INTC | INTEL CORP | $35.50万 | 0.08% | 2,543 | 2,543 | — | $35.50万 | 新建仓 |
| IWB | ISHARES TR | $36.35万 | 0.08% | 888 | -9 | -1.0% | -$3,684 | 减仓 |
| MUB | ISHARES TR | $37.37万 | 0.08% | 3,473 | -354 | -9.3% | -$3.81万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.32万 | 0.08% | 7,604 | -2,948 | -27.9% | -$14.86万 | 减仓 |
| IWY | ISHARES TR | $38.83万 | 0.08% | 1,336 | -1 | -0.1% | -$291 | 减仓 |
| ABBV | ABBVIE INC | $38.99万 | 0.08% | 1,549 | -1 | -0.1% | -$252 | 减仓 |
| SPYG | SPDR SERIES TRUST | $41.44万 | 0.09% | 3,483 | -4,657 | -57.2% | -$55.41万 | 重新持有 |
| COP | CONOCOPHILLIPS | $41.56万 | 0.09% | 3,998 | 33 | 0.8% | $3,431 | 加仓 |
| CSCO | CISCO SYS INC | $42.13万 | 0.09% | 3,587 | 20 | 0.6% | $2,349 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.30万 | 0.09% | 3,539 | 3 | 0.1% | $359 | 加仓 |
| ORCL | ORACLE CORP | $42.54万 | 0.09% | 2,903 | 18 | 0.6% | $2,638 | 加仓 |
| IWX | ISHARES TR | $42.72万 | 0.09% | 4,063 | -3,033 | -42.7% | -$31.89万 | 减仓 |
| USMV | ISHARES TR | $44.08万 | 0.09% | 4,570 | 410 | 9.9% | $3.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.79万 | 0.10% | 6,287 | -649 | -9.4% | -$4.62万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $45.38万 | 0.10% | 7,868 | 3,309 | 72.6% | $19.08万 | 重新持有 |
| USIG | ISHARES TR | $46.07万 | 0.10% | 8,983 | -985 | -9.9% | -$5.05万 | 减仓 |
| XAR | SPDR SERIES TRUST | $46.40万 | 0.10% | 1,635 | 1,635 | — | $46.40万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $46.44万 | 0.10% | 5,391 | -579 | -9.7% | -$4.99万 | 减仓 |
| TJX | TJX COS INC NEW | $46.64万 | 0.10% | 3,078 | -77 | -2.4% | -$1.17万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $46.81万 | 0.10% | 9,040 | 608 | 7.2% | $3.15万 | 加仓 |
| EFG | ISHARES TR | $47.06万 | 0.10% | 3,783 | 95 | 2.6% | $1.18万 | 加仓 |
| SOXX | ISHARES TR | $48.45万 | 0.10% | 756 | -34 | -4.3% | -$2.18万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $49.31万 | 0.11% | 996 | 3 | 0.3% | $1,485 | 加仓 |
| GOOG | ALPHABET INC | $50.17万 | 0.11% | 1,420 | -121 | -7.9% | -$4.28万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $52.36万 | 0.11% | 1,963 | 1,963 | — | $52.36万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.71万 | 0.12% | 3,361 | 26 | 0.8% | $4,309 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $56.77万 | 0.12% | 2,460 | 134 | 5.8% | $3.09万 | 加仓 |
| TSLA | TESLA INC | $57.43万 | 0.12% | 1,365 | 14 | 1.0% | $5,890 | 加仓 |
| ILCV | ISHARES TR | $57.49万 | 0.12% | 5,679 | -109 | -1.9% | -$1.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $61.00万 | 0.13% | 1,864 | -238 | -11.3% | -$7.79万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $61.94万 | 0.13% | 4,597 | -64 | -1.4% | -$8,623 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $62.40万 | 0.13% | 1,684 | -6 | -0.4% | -$2,223 | 减仓 |
| XLSR | SSGA ACTIVE TR | $63.61万 | 0.14% | 9,807 | -315 | -3.1% | -$2.04万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $64.74万 | 0.14% | 1,271 | -54 | -4.1% | -$2.75万 | 减仓 |
| IVLU | ISHARES TR | $65.30万 | 0.14% | 15,614 | -291 | -1.8% | -$1.22万 | 减仓 |
| HD | HOME DEPOT INC | $67.12万 | 0.14% | 1,903 | 38 | 2.0% | $1.34万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $72.43万 | 0.16% | 9,297 | 6,173 | 197.6% | $48.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.19万 | 0.16% | 2,882 | -1 | -0.0% | -$254 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $74.54万 | 0.16% | 12,129 | 405 | 3.5% | $2.49万 | 加仓 |
| GOOGL | ALPHABET INC | $75.38万 | 0.16% | 2,109 | 109 | 5.5% | $3.90万 | 加仓 |
| — | EXXON MOBIL CORP | $78.94万 | 0.17% | 5,774 | -24 | -0.4% | -$3,281 | 减仓 |
| NVDA | NVIDIA CORPORATION | $81.10万 | 0.17% | 4,053 | -304 | -7.0% | -$6.08万 | 减仓 |
| QLTA | ISHARES TR | $83.33万 | 0.18% | 17,536 | -233,353 | -93.0% | -$1,108.89万 | 减仓 |
| ICVT | ISHARES TR | $88.51万 | 0.19% | 7,271 | -258 | -3.4% | -$3.14万 | 减仓 |
| KLAC | KLA CORP | $91.32万 | 0.20% | 3,027 | -3 | -0.1% | -$905 | 减仓 |