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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $27.87万 | 0.07% | 1,929 | 207 | 12.0% | $2.99万 | 加仓 |
| CSCO | CISCO SYS INC | $27.68万 | 0.07% | 3,567 | -30 | -0.8% | -$2,328 | 减仓 |
| DGRO | ISHARES TR | $27.17万 | 0.07% | 3,872 | -198 | -4.9% | -$1.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $26.89万 | 0.06% | 466 | 4 | 0.9% | $2,308 | 加仓 |
| PEP | PEPSICO INC | $26.09万 | 0.06% | 1,680 | 17 | 1.0% | $2,640 | 加仓 |
| AMGN | AMGEN INC | $26.08万 | 0.06% | 741 | -3 | -0.4% | -$1,056 | 减仓 |
| SOXX | ISHARES TR | $25.95万 | 0.06% | 790 | -143 | -15.3% | -$4.70万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $25.60万 | 0.06% | 3,163 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $25.11万 | 0.06% | 1,899 | -10 | -0.5% | -$1,322 | 减仓 |
| HYG | ISHARES TR | $24.55万 | 0.06% | 3,086 | 3,086 | — | $24.55万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.50万 | 0.06% | 3,124 | -370 | -10.6% | -$2.90万 | 减仓 |
| SNA | SNAP ON INC | $24.37万 | 0.06% | 671 | -6 | -0.9% | -$2,179 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.01万 | 0.06% | 488 | 0 | 0.0% | — | 不变 |
| CERY | SPDR SERIES TRUST | $23.59万 | 0.06% | 6,695 | -1,989 | -22.9% | -$7.01万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $23.59万 | 0.06% | 7,210 | 7,210 | — | $23.59万 | 新建仓 |
| NVS | NOVARTIS AG | $23.35万 | 0.06% | 1,529 | 30 | 2.0% | $4,581 | 加仓 |
| HYDB | ISHARES TR | $23.19万 | 0.06% | 5,051 | -457 | -8.3% | -$2.10万 | 减仓 |
| BAC | BANK AMERICA CORP | $23.17万 | 0.06% | 4,753 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $22.97万 | 0.06% | 9,015 | 9,015 | — | $22.97万 | 新建仓 |
| META | META PLATFORMS INC | $22.40万 | 0.05% | 391 | 11 | 2.9% | $6,300 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $21.43万 | 0.05% | 2,987 | 148 | 5.2% | $1.06万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $21.34万 | 0.05% | 7,944 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $21.15万 | 0.05% | 616 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $21.03万 | 0.05% | 2,488 | 2,488 | — | $21.03万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $20.34万 | 0.05% | 9,853 | 9,853 | — | $20.34万 | 新建仓 |
| ETN | EATON CORP PLC | $20.17万 | 0.05% | 564 | 564 | — | $20.17万 | 新建仓 |
| TECL | DIREXION SHARES ETF TRUST | $20.13万 | 0.05% | 2,326 | 82 | 3.7% | $7,098 | 加仓 |
| PAYX | PAYCHEX INC | $20.04万 | 0.05% | 2,176 | 303 | 16.2% | $2.79万 | 加仓 |
| 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 |