KERR FINANCIAL PLANNING Corp
FRESNO CA · SEC CIK 0002095947
$9,037.83万2026Q2 申报市值
545持仓数
37.3%前十大占比 · 第一大 6.2%
31 / 10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
SPCX 新建仓+$56.64万
RDVY 加仓+$26.06万
VYM 加仓+$16.65万
CRDO 新建仓+$15.64万
AMD 加仓+$15.28万
2026Q2 卖出最多 按季末市值估算
MGK 减仓-$113.71万
VUG 减仓-$55.03万
BKNG 减仓-$53.49万
TSLA 减仓-$26.71万
JQUA 减仓-$23.13万
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 |
|---|---|---|---|---|---|---|---|---|
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2,935 | 0.00% | 250 | 250 | — | $2,935 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $2,989 | 0.00% | 122 | -42 | -25.6% | -$1,029 | 减仓 |
| BKT | BLACKROCK INC NEW | $3,044 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| INTL | MAIN INTERNATIONAL ETF | $3,059 | 0.00% | 100 | 100 | — | $3,059 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,322 | 0.00% | 22 | 22 | — | $3,322 | 新建仓 |
| BCAT | BLACKROCK CAPITAL ALLOCA | $3,354 | 0.00% | 211 | 7 | 3.4% | $111 | 加仓 |
| DXCM | DEXCOM INC | $3,368 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR RLTY TR INC REIT | $3,486 | 0.00% | 644 | 20 | 3.2% | $108 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $3,525 | 0.00% | 500 | 500 | — | $3,525 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3,545 | 0.00% | 46 | -204 | -81.6% | -$1.57万 | 减仓 |
| MET | METLIFE INC | $3,726 | 0.00% | 45 | 1 | 2.3% | $83 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $3,805 | 0.00% | 144 | 2 | 1.4% | $53 | 加仓 |
| MORN | MORNINGSTAR INC | $3,867 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $3,903 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,984 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $4,090 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4,230 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $4,416 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA RESEARCH ENHANCED VALUE ETF | $4,622 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $4,649 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $4,886 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $5,048 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $5,053 | 0.01% | 222 | 1 | 0.5% | $23 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $5,117 | 0.01% | 217 | 2 | 0.9% | $47 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $5,245 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $5,315 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,407 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,408 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B | $5,560 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $5,589 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5,623 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $5,638 | 0.01% | 200 | 200 | — | $5,638 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $5,643 | 0.01% | 10 | -1 | -9.1% | -$564 | 减仓 |
| VEEV | VEEVA SYS INC CLASS A | $5,857 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC REIT | $5,872 | 0.01% | 448 | 11 | 2.5% | $144 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $5,961 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $5,971 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,986 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $6,034 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $6,076 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP US ETF | $6,105 | 0.01% | 132 | 132 | — | $6,105 | 新建仓 |
| NIO | NIO INC F | $6,143 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS | $6,183 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6,255 | 0.01% | 63 | 8 | 14.5% | $794 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $6,643 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| — | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES | $6,683 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $6,704 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $6,859 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $7,127 | 0.01% | 487 | -244 | -33.4% | -$3,571 | 减仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $7,196 | 0.01% | 122 | 122 | — | $7,196 | 新建仓 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $7,227 | 0.01% | 163 | 3 | 1.9% | $133 | 加仓 |
| EPR | EPR PPTYS REIT | $7,252 | 0.01% | 125 | -500 | -80.0% | -$2.90万 | 减仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $7,271 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $7,326 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| XPRO | EXPRO GROUP HLDGS NV F | $7,385 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $7,570 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC NCLASS A | $7,579 | 0.01% | 65 | 1 | 1.6% | $117 | 加仓 |
| MDT | MEDTRONIC PLC F | $7,667 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $7,870 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIO | $7,906 | 0.01% | 145 | 1 | 0.7% | $55 | 加仓 |
| IQV | IQVIA HLDGS INC | $7,923 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $8,003 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $8,023 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS A | $8,085 | 0.01% | 1,750 | 750 | 75.0% | $3,465 | 加仓 |
| YUM | YUM BRANDS INC | $8,323 | 0.01% | 53 | 1 | 1.9% | $157 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8,395 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $8,431 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD F | $8,579 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,627 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $8,636 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS A | $8,685 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $8,731 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $8,997 | 0.01% | 116 | 1 | 0.9% | $78 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9,077 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $9,309 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD F | $9,390 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CLASS CLASS B | $9,467 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $9,615 | 0.01% | 32 | -1 | -3.0% | -$300 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9,638 | 0.01% | 128 | 1 | 0.8% | $75 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $9,772 | 0.01% | 174 | 174 | — | $9,772 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANG | $9,849 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $9,865 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $9,974 | 0.01% | 97 | 1 | 1.0% | $103 | 加仓 |
| HAS | HASBRO INC | $1.01万 | 0.01% | 122 | 1 | 0.8% | $83 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $1.01万 | 0.01% | 54 | -10 | -15.6% | -$1,876 | 减仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS A | $1.02万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.02万 | 0.01% | 49 | -5 | -9.3% | -$1,042 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.03万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1.04万 | 0.01% | 116 | 1 | 0.9% | $90 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $1.05万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $1.05万 | 0.01% | 463 | 5 | 1.1% | $114 | 加仓 |
| KHC | KRAFT HEINZ CO | $1.05万 | 0.01% | 446 | 7 | 1.6% | $165 | 加仓 |
| TRU | TRANSUNION | $1.05万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $1.05万 | 0.01% | 105 | -4 | -3.7% | -$401 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.07万 | 0.01% | 339 | 1 | 0.3% | $32 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.07万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $1.07万 | 0.01% | 114 | -1,622 | -93.4% | -$15.29万 | 减仓 |
| NRG | NRG ENERGY INC | $1.08万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.08万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1.09万 | 0.01% | 100 | 100 | — | $1.09万 | 新建仓 |