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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,904.26万 | 9.43% | 59,936 | 18,638 | 45.1% | $1,214.09万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,857.96万 | 6.91% | 891,885 | 891,885 | — | $2,857.96万 | 新建仓 |
| IVE | ISHARES TR | $2,506.31万 | 6.06% | 119,082 | -9,814 | -7.6% | -$206.55万 | 减仓 |
| IVW | ISHARES TR | $2,149.21万 | 5.19% | 190,570 | 7,700 | 4.2% | $86.84万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,095.60万 | 5.06% | 361,413 | -182,255 | -33.5% | -$1,056.78万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,734.61万 | 4.19% | 334,470 | 9,311 | 2.9% | $48.29万 | 加仓 |
| IEMG | ISHARES INC | $1,429.73万 | 3.45% | 205,598 | -147,854 | -41.8% | -$1,028.18万 | 减仓 |
| GOVT | ISHARES TR | $1,350.83万 | 3.26% | 591,172 | 591,172 | — | $1,350.83万 | 新建仓 |
| QUAL | ISHARES TR | $1,238.24万 | 2.99% | 64,776 | -933 | -1.4% | -$17.84万 | 减仓 |
| TLH | ISHARES TR | $1,230.78万 | 2.97% | 122,456 | -4,488 | -3.5% | -$45.11万 | 减仓 |
| QLTA | ISHARES TR | $1,195.23万 | 2.89% | 250,889 | -19,497 | -7.2% | -$92.88万 | 减仓 |
| IAGG | ISHARES TR | $1,160.15万 | 2.80% | 232,388 | 21,323 | 10.1% | $106.45万 | 加仓 |
| MBB | ISHARES TR | $1,119.24万 | 2.70% | 118,179 | 7,725 | 7.0% | $73.16万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,116.82万 | 2.70% | 340,183 | 16,832 | 5.2% | $55.26万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,082.54万 | 2.62% | 299,604 | 12,763 | 4.4% | $46.12万 | 加仓 |
| MTUM | ISHARES TR | $1,018.53万 | 2.46% | 42,601 | 2,336 | 5.8% | $55.85万 | 加仓 |
| SHLD | GLOBAL X FDS | $973.74万 | 2.35% | 137,982 | 36,752 | 36.3% | $259.36万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $855.81万 | 2.07% | 344,118 | 20,099 | 6.2% | $49.99万 | 加仓 |
| EFV | ISHARES TR | $854.35万 | 2.06% | 115,336 | -83,361 | -42.0% | -$617.49万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $805.66万 | 1.95% | 159,851 | 47,277 | 42.0% | $238.28万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $690.38万 | 1.67% | 168,755 | 168,755 | — | $690.38万 | 新建仓 |
| LMUB | ISHARES TR | $597.17万 | 1.44% | 119,658 | 119,658 | — | $597.17万 | 新建仓 |
| SYSB | ISHARES TR | $545.97万 | 1.32% | 61,519 | 5,083 | 9.0% | $45.11万 | 加仓 |
| OEF | ISHARES TR | $468.59万 | 1.13% | 14,708 | -49,983 | -77.3% | -$1,592.44万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $446.20万 | 1.08% | 13,920 | 11 | 0.1% | $3,526 | 加仓 |
| IAU | ISHARES GOLD TR | $427.32万 | 1.03% | 48,468 | -84,169 | -63.5% | -$742.08万 | 减仓 |
| — | ISHARES TR | $427.22万 | 1.03% | 176,347 | 176,347 | — | $427.22万 | 新建仓 |
| IGEB | ISHARES TR | $407.90万 | 0.99% | 90,342 | 3,491 | 4.0% | $15.76万 | 加仓 |
| AAPL | APPLE INC | $377.92万 | 0.91% | 14,891 | -9 | -0.1% | -$2,284 | 减仓 |
| EUHY | ISHARES INC | $356.44万 | 0.86% | 68,060 | 68,060 | — | $356.44万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $343.38万 | 0.83% | 136,585 | 7,150 | 5.5% | $17.98万 | 加仓 |
| ITOT | ISHARES TR | $305.28万 | 0.74% | 21,433 | 1,143 | 5.6% | $16.28万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $186.88万 | 0.45% | 32,911 | 2,686 | 8.9% | $15.25万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $182.59万 | 0.44% | 45,843 | 1,907 | 4.3% | $7.60万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $180.50万 | 0.44% | 58,476 | 4,698 | 8.7% | $14.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $171.67万 | 0.41% | 4,637 | -17 | -0.4% | -$6,294 | 减仓 |
| — | ISHARES TR | $169.50万 | 0.41% | 57,353 | -102,877 | -64.2% | -$304.04万 | 减仓 |
| IYW | ISHARES TR | $168.44万 | 0.41% | 9,280 | -425 | -4.4% | -$7.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $161.07万 | 0.39% | 2,477 | -229 | -8.5% | -$14.89万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $157.30万 | 0.38% | 20,915 | 6 | 0.0% | $451 | 加仓 |
| RTX | RTX CORPORATION | $141.69万 | 0.34% | 7,345 | -373 | -4.8% | -$7.20万 | 重新持有 |
| IUSB | ISHARES TR | $134.94万 | 0.33% | 29,230 | -234 | -0.8% | -$1.08万 | 减仓 |
| AMZN | AMAZON COM INC | $106.79万 | 0.26% | 5,127 | -27 | -0.5% | -$5,624 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $100.68万 | 0.24% | 38,550 | 3,012 | 8.5% | $7.87万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $98.41万 | 0.24% | 5,323 | 114 | 2.2% | $2.11万 | 加仓 |
| — | EXXON MOBIL CORP | $98.37万 | 0.24% | 5,798 | -23 | -0.4% | -$3,902 | 减仓 |
| LQD | ISHARES TR | $96.34万 | 0.23% | 8,840 | 4,464 | 102.0% | $48.65万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $80.09万 | 0.19% | 1,325 | -72 | -5.2% | -$4.35万 | 减仓 |
| ICVT | ISHARES TR | $76.60万 | 0.19% | 7,529 | -2,664 | -26.1% | -$27.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.99万 | 0.18% | 4,357 | 167 | 4.0% | $2.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $74.96万 | 0.18% | 2,193 | 1 | 0.0% | $342 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.46万 | 0.17% | 2,883 | -32 | -1.1% | -$7,821 | 减仓 |
| CVX | CHEVRON CORPORATION | $69.00万 | 0.17% | 3,335 | 26 | 0.8% | $5,379 | 加仓 |
| IWX | ISHARES TR | $65.76万 | 0.16% | 7,096 | -1,477 | -17.2% | -$13.69万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $65.09万 | 0.16% | 11,724 | 325 | 2.9% | $1.80万 | 加仓 |
| IVLU | ISHARES TR | $63.15万 | 0.15% | 15,905 | -5,333 | -25.1% | -$21.17万 | 减仓 |
| IEI | ISHARES TR | $63.12万 | 0.15% | 5,336 | 3,490 | 189.1% | $41.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $61.83万 | 0.15% | 2,102 | 49 | 2.4% | $1.44万 | 加仓 |
| HD | HOME DEPOT INC | $61.33万 | 0.15% | 1,865 | -19 | -1.0% | -$6,248 | 减仓 |
| IJR | ISHARES TR | $58.69万 | 0.14% | 4,721 | 1,332 | 39.3% | $16.56万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $58.45万 | 0.14% | 10,122 | 402 | 4.1% | $2.32万 | 加仓 |
| GOOGL | ALPHABET INC | $57.50万 | 0.14% | 2,000 | 26 | 1.3% | $7,476 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $55.28万 | 0.13% | 1,690 | 1 | 0.1% | $327 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $54.62万 | 0.13% | 4,661 | 529 | 12.8% | $6.20万 | 加仓 |
| ILCV | ISHARES TR | $53.91万 | 0.13% | 5,788 | 621 | 12.0% | $5.78万 | 加仓 |
| COP | CONOCOPHILLIPS | $52.34万 | 0.13% | 3,965 | 38 | 1.0% | $5,016 | 加仓 |
| USIG | ISHARES TR | $50.57万 | 0.12% | 9,968 | 9,968 | — | $50.57万 | 新建仓 |
| TJX | TJX COS INC NEW | $50.38万 | 0.12% | 3,155 | -47 | -1.5% | -$7,505 | 减仓 |
| TSLA | TESLA INC | $50.24万 | 0.12% | 1,351 | 2 | 0.1% | $744 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $48.17万 | 0.12% | 10,552 | -1,440 | -12.0% | -$6.57万 | 减仓 |
| KLAC | KLA CORP | $44.57万 | 0.11% | 303 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.45万 | 0.11% | 6,936 | -1,959 | -22.0% | -$12.55万 | 减仓 |
| GOOG | ALPHABET INC | $44.20万 | 0.11% | 1,541 | 10 | 0.7% | $2,868 | 加仓 |
| VUG | VANGUARD INDEX FDS | $43.45万 | 0.10% | 995 | -145 | -12.7% | -$6.33万 | 减仓 |
| FISR | SSGA ACTIVE TR | $42.62万 | 0.10% | 16,571 | 2,698 | 19.4% | $6.94万 | 加仓 |
| ORCL | ORACLE CORP | $42.43万 | 0.10% | 2,885 | 107 | 3.9% | $1.57万 | 加仓 |
| EFG | ISHARES TR | $41.07万 | 0.10% | 3,688 | 3,688 | — | $41.07万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.97万 | 0.10% | 8,162 | 764 | 10.3% | $3.84万 | 加仓 |
| MUB | ISHARES TR | $40.63万 | 0.10% | 3,827 | -4,564 | -54.4% | -$48.45万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $39.55万 | 0.10% | 8,432 | -1 | -0.0% | -$47 | 减仓 |
| T | AT&T INC | $39.06万 | 0.09% | 13,473 | 1,578 | 13.3% | $4.57万 | 加仓 |
| USMV | ISHARES TR | $38.57万 | 0.09% | 4,160 | -113 | -2.6% | -$1.05万 | 减仓 |
| WMT | WALMART INC | $37.77万 | 0.09% | 3,039 | 3,039 | — | $37.77万 | 新建仓 |
| GLD | SPDR GOLD TR | $36.55万 | 0.09% | 849 | -30 | -3.4% | -$1.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.63万 | 0.09% | 993 | -19 | -1.9% | -$6,818 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.73万 | 0.08% | 7,227 | -36 | -0.5% | -$1,730 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.36万 | 0.08% | 1,751 | -326 | -15.7% | -$6.40万 | 减仓 |
| IGIB | ISHARES TR | $33.96万 | 0.08% | 6,381 | -220 | -3.3% | -$1.17万 | 减仓 |
| ABBV | ABBVIE INC | $33.71万 | 0.08% | 1,550 | -68 | -4.2% | -$1.48万 | 减仓 |
| IWY | ISHARES TR | $33.26万 | 0.08% | 1,337 | 37 | 2.8% | $9,205 | 加仓 |
| IWB | ISHARES TR | $32.04万 | 0.08% | 897 | 53 | 6.3% | $1.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.30万 | 0.08% | 314 | 55 | 21.2% | $5.48万 | 加仓 |
| VGT | VANGUARD WORLD FD | $30.87万 | 0.07% | 442 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $30.55万 | 0.07% | 983 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $30.28万 | 0.07% | 4,841 | 4,841 | — | $30.28万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $29.32万 | 0.07% | 4,095 | -163 | -3.8% | -$1.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.41万 | 0.07% | 1,718 | -253 | -12.8% | -$4.18万 | 减仓 |
| IWL | ISHARES TR | $28.28万 | 0.07% | 1,757 | 533 | 43.5% | $8.58万 | 加仓 |
| V | VISA INC | $28.13万 | 0.07% | 931 | -37 | -3.8% | -$1.12万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $28.02万 | 0.07% | 1,932 | 1,932 | — | $28.02万 | 新建仓 |