KERR FINANCIAL PLANNING Corp
FRESNO CA · SEC CIK 0002095947
$8,309.64万2026Q1 申报市值
523持仓数
37.9%前十大占比 · 第一大 6.1%
36 / 22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
EXC 加仓+$107.12万
UMBF 加仓+$62.93万
BKNG 加仓+$50.94万
QQQ 重新持有+$42.52万
VUG 加仓+$41.15万
2026Q1 卖出最多 按季末市值估算
SMH 减仓-$111.76万
VOO 减仓-$69.45万
USMV 减仓-$54.45万
SOXX 减仓-$45.41万
SPY 减仓-$42.77万
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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES FLOATING RATE BOND ETF | $2,711 | 0.00% | 54 | 2 | 3.8% | $100 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $2,751 | 0.00% | 164 | -137 | -45.5% | -$2,298 | 减仓 |
| IR | INGERSOLL RAND INC | $2,839 | 0.00% | 36 | -32 | -47.1% | -$2,524 | 减仓 |
| IREN | IREN LTD F | $2,846 | 0.00% | 65 | -51 | -44.0% | -$2,233 | 减仓 |
| BLSH | BULLISH F | $2,956 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2,999 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BKT | BLACKROCK INC NEW | $3,002 | 0.00% | 284 | 2 | 0.7% | $21 | 加仓 |
| BCAT | BLACKROCK CAPITAL ALLOCA | $3,046 | 0.00% | 204 | 204 | — | $3,046 | 新建仓 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,319 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3,448 | 0.00% | 44 | -48 | -52.2% | -$3,761 | 减仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $3,556 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $3,596 | 0.00% | 102 | 1 | 1.0% | $35 | 加仓 |
| — | GLOBAL X LITHIUM & BATTERY TECH ETF | $3,790 | 0.00% | 46 | -2,697 | -98.3% | -$22.22万 | 减仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $3,813 | 0.00% | 142 | -139 | -49.5% | -$3,732 | 减仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $3,832 | 0.00% | 78 | -73 | -48.3% | -$3,586 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $3,888 | 0.00% | 100 | -100 | -50.0% | -$3,888 | 减仓 |
| HUM | HUMANA INC | $4,007 | 0.00% | 18 | 1 | 5.9% | $223 | 加仓 |
| LIT | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $4,402 | 0.01% | 250 | 205 | 455.6% | $3,610 | 加仓 |
| REVS | COLUMBIA RESEARCH ENHANCED VALUE ETF | $4,438 | 0.01% | 147 | 147 | — | $4,438 | 新建仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $4,494 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $4,518 | 0.01% | 25 | 1 | 4.2% | $181 | 加仓 |
| UPST | UPSTART HLDGS INC | $4,929 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4,934 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $4,962 | 0.01% | 215 | 2 | 0.9% | $46 | 加仓 |
| NOW | SERVICENOW INC | $4,986 | 0.01% | 55 | -6 | -9.8% | -$544 | 减仓 |
| WST | WEST PHARMACEUTICAL SVCS | $5,029 | 0.01% | 18 | 1 | 5.9% | $279 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $5,040 | 0.01% | 221 | -97 | -30.5% | -$2,212 | 减仓 |
| ABR | ARBOR RLTY TR INC REIT | $5,066 | 0.01% | 624 | 25 | 4.2% | $203 | 加仓 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $5,298 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $5,338 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $5,451 | 0.01% | 23 | 1 | 4.5% | $237 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS CLASS A | $5,615 | 0.01% | 1,000 | -13,000 | -92.9% | -$7.30万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5,618 | 0.01% | 212 | 212 | — | $5,618 | 新建仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $5,695 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,708 | 0.01% | 62 | -10 | -13.9% | -$921 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,818 | 0.01% | 85 | 1 | 1.2% | $68 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $5,828 | 0.01% | 75 | -25 | -25.0% | -$1,943 | 减仓 |
| PTC | PTC INC | $5,930 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIO | $5,933 | 0.01% | 144 | 2 | 1.4% | $82 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,961 | 0.01% | 65 | -10 | -13.3% | -$917 | 减仓 |
| DX | DYNEX CAP INC REIT | $5,995 | 0.01% | 437 | 209 | 91.7% | $2,867 | 加仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $6,014 | 0.01% | 131 | -10 | -7.1% | -$459 | 减仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $6,015 | 0.01% | 94 | 1 | 1.1% | $64 | 加仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $6,034 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $6,054 | 0.01% | 73 | 73 | — | $6,054 | 新建仓 |
| NKE | NIKE INC CLASS CLASS B | $6,087 | 0.01% | 136 | 1 | 0.7% | $45 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $6,462 | 0.01% | 22 | 1 | 4.8% | $294 | 加仓 |
| — | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES | $6,534 | 0.01% | 151 | 1 | 0.7% | $43 | 加仓 |
| IQV | IQVIA HLDGS INC | $6,541 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $6,786 | 0.01% | 105 | 1 | 1.0% | $65 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $6,901 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7,154 | 0.01% | 62 | 62 | — | $7,154 | 新建仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $7,296 | 0.01% | 92 | 92 | — | $7,296 | 新建仓 |
| PHM | PULTEGROUP INC | $7,341 | 0.01% | 59 | 1 | 1.7% | $124 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $7,403 | 0.01% | 11 | 1 | 10.0% | $673 | 加仓 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $7,621 | 0.01% | 160 | 4 | 2.6% | $191 | 加仓 |
| NIO | NIO INC F | $7,630 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,770 | 0.01% | 96 | 1 | 1.1% | $81 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7,880 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | $7,897 | 0.01% | 64 | 1 | 1.6% | $123 | 加仓 |
| MDT | MEDTRONIC PLC F | $8,023 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,051 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $8,130 | 0.01% | 52 | 1 | 2.0% | $156 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8,343 | 0.01% | 49 | 49 | — | $8,343 | 新建仓 |
| — | BARON FINANCIALS ETF | $8,389 | 0.01% | 387 | 387 | — | $8,389 | 新建仓 |
| PSX | PHILLIPS 66 | $8,498 | 0.01% | 52 | -296 | -85.1% | -$4.84万 | 减仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $8,584 | 0.01% | 98 | 2 | 2.1% | $175 | 加仓 |
| EFXT | ENERFLEX LTD F | $8,873 | 0.01% | 350 | -350 | -50.0% | -$8,873 | 减仓 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $8,914 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $8,978 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $8,987 | 0.01% | 115 | 2 | 1.8% | $156 | 加仓 |
| XPRO | EXPRO GROUP HLDGS NV F | $9,000 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $9,022 | 0.01% | 33 | -69 | -67.6% | -$1.89万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $9,141 | 0.01% | 27 | 1 | 3.8% | $339 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9,207 | 0.01% | 127 | 2 | 1.6% | $145 | 加仓 |
| AKRE | AKRE FOCUS ETF | $9,408 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $9,772 | 0.01% | 439 | 9 | 2.1% | $200 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9,777 | 0.01% | 166 | -143 | -46.3% | -$8,422 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $9,975 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS CLASS A | $1.01万 | 0.01% | 500 | 500 | — | $1.01万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $1.02万 | 0.01% | 146 | 1 | 0.7% | $70 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.04万 | 0.01% | 54 | 2 | 3.8% | $385 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.04万 | 0.01% | 458 | 6 | 1.3% | $137 | 加仓 |
| AES | AES CORP | $1.06万 | 0.01% | 731 | -244 | -25.0% | -$3,529 | 减仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $1.06万 | 0.01% | 121 | 121 | — | $1.06万 | 新建仓 |
| LEN | LENNAR CORP CLASS A | $1.06万 | 0.01% | 115 | -74 | -39.2% | -$6,850 | 减仓 |
| ALB | ALBEMARLE CORP | $1.09万 | 0.01% | 59 | 1 | 1.7% | $184 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1.09万 | 0.01% | 42 | 42 | — | $1.09万 | 新建仓 |
| MCK | MCKESSON CORP | $1.09万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| E | ENI S P A F | $1.10万 | 0.01% | 201 | 101 | 101.0% | $5,526 | 加仓 |
| GSLC | GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF | $1.10万 | 0.01% | 81 | 81 | — | $1.10万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $1.10万 | 0.01% | 121 | 1 | 0.8% | $91 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC | $1.11万 | 0.01% | 111 | 2 | 1.8% | $200 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.12万 | 0.01% | 400 | -396 | -49.7% | -$1.11万 | 减仓 |
| NRG | NRG ENERGY INC | $1.15万 | 0.01% | 74 | -7 | -8.6% | -$1,086 | 减仓 |
| FOX | FOX CORP CLASS CLASS B | $1.15万 | 0.01% | 203 | 2 | 1.0% | $113 | 加仓 |
| HAS | HASBRO INC | $1.15万 | 0.01% | 121 | 1 | 0.8% | $95 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $1.15万 | 0.01% | 36 | -2 | -5.3% | -$641 | 减仓 |
| NXE | NEXGEN ENERGY LTD F | $1.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |