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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $1.19万 | 0.01% | 79 | 1 | 1.3% | $150 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1.20万 | 0.01% | 338 | 2 | 0.6% | $71 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.01% | 37 | 1 | 2.8% | $325 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $1.20万 | 0.01% | 64 | -9 | -12.3% | -$1,694 | 减仓 |
| POOL | POOL CORP | $1.21万 | 0.01% | 56 | 2 | 3.7% | $433 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.22万 | 0.01% | 256 | 2 | 0.8% | $96 | 加仓 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $1.23万 | 0.01% | 263 | 5 | 1.9% | $233 | 加仓 |
| BA | BOEING CO | $1.23万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS CLASS A | $1.24万 | 0.01% | 201 | 1 | 0.5% | $62 | 加仓 |
| TRV | TRAVELERS COS INC | $1.24万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.25万 | 0.02% | 197 | 2 | 1.0% | $127 | 加仓 |
| FE | FIRSTENERGY CORP | $1.25万 | 0.02% | 253 | -17 | -6.3% | -$842 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $1.25万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC F | $1.26万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.27万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1.28万 | 0.02% | 40 | 1 | 2.6% | $320 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.29万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $1.29万 | 0.02% | 550 | -50 | -8.3% | -$1,177 | 减仓 |
| — | DUPONT DE NEMOURS INC | $1.30万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.32万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.34万 | 0.02% | 40 | 1 | 2.6% | $335 | 加仓 |
| QQA | INVESCO QQQ INCOME ADVANTAGE ETF | $1.35万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $1.35万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1.37万 | 0.02% | 97 | -10 | -9.3% | -$1,408 | 减仓 |
| CME | CME GROUP INC CLASS CLASS A | $1.42万 | 0.02% | 50 | 2 | 4.2% | $567 | 加仓 |
| METC | RAMACO RES INC CLASS CLASS A | $1.42万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $1.43万 | 0.02% | 228 | -326 | -58.8% | -$2.04万 | 减仓 |
| — | PRINCIPAL REAL ESTATE IN | $1.43万 | 0.02% | 1,421 | 30 | 2.2% | $301 | 加仓 |
| AGNC | AGNC INVT CORP REIT | $1.43万 | 0.02% | 1,288 | 43 | 3.5% | $477 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.43万 | 0.02% | 283 | 283 | — | $1.43万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $1.44万 | 0.02% | 821 | 221 | 36.8% | $3,886 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.45万 | 0.02% | 175 | 156 | 821.1% | $1.30万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $1.47万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $1.53万 | 0.02% | 254 | 2 | 0.8% | $120 | 加仓 |
| DUOL | DUOLINGO INC CLASS A | $1.54万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.54万 | 0.02% | 60 | 2 | 3.4% | $515 | 加仓 |
| RBA | RB GLOBAL INC F | $1.54万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $1.55万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.56万 | 0.02% | 199 | -200 | -50.1% | -$1.57万 | 减仓 |
| SUN | SUNOCO LP LP | $1.58万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.59万 | 0.02% | 218 | -162 | -42.6% | -$1.18万 | 减仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $1.67万 | 0.02% | 101 | 1 | 1.0% | $165 | 加仓 |
| BKR | BAKER HUGHES CO. A CLASS CLASS A | $1.68万 | 0.02% | 247 | 2 | 0.8% | $136 | 加仓 |
| MDU | MDU RES GROUP INC | $1.69万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.70万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A | $1.70万 | 0.02% | 300 | 300 | — | $1.70万 | 新建仓 |
| KNF | KNIFE RIV CORP | $1.70万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.70万 | 0.02% | 201 | 2 | 1.0% | $169 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.71万 | 0.02% | 148 | 2 | 1.4% | $231 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP REIT | $1.75万 | 0.02% | 81 | 1 | 1.2% | $216 | 加仓 |
| FDX | FEDEX CORP | $1.76万 | 0.02% | 46 | -2 | -4.2% | -$765 | 减仓 |
| ADBE | ADOBE INC | $1.79万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $1.79万 | 0.02% | 50 | 5 | 11.1% | $1,788 | 加仓 |
| PMT | PENNYMAC MTG INVT TR REIT | $1.80万 | 0.02% | 1,485 | 34 | 2.3% | $413 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $1.80万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.82万 | 0.02% | 220 | -220 | -50.0% | -$1.82万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $1.87万 | 0.02% | 321 | 1 | 0.3% | $58 | 加仓 |
| AVAV | AEROVIRONMENT INC | $1.91万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1.91万 | 0.02% | 59 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM MINI STAKING ETF | $1.92万 | 0.02% | 885 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $1.93万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $1.93万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| — | PGIM SHORT DURATION HIGH | $1.93万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.94万 | 0.02% | 42 | 2 | 5.0% | $922 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.96万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.96万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.98万 | 0.02% | 65 | 2 | 3.2% | $608 | 加仓 |
| IDXX | IDEXX LABS INC | $1.99万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $2.05万 | 0.02% | 110 | 55 | 100.0% | $1.02万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.06万 | 0.02% | 359 | 4 | 1.1% | $229 | 加仓 |
| TMUS | T-MOBILE US INC | $2.07万 | 0.02% | 112 | 71 | 173.2% | $1.31万 | 加仓 |
| VYM | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $2.09万 | 0.03% | 256 | -2,603 | -91.0% | -$21.21万 | 减仓 |
| — | GLOBAL X CLOUD COMPUTINGETF | $2.09万 | 0.03% | 1,056 | 1 | 0.1% | $20 | 加仓 |
| CRWV | COREWEAVE INC CLASS CLASS A | $2.12万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $2.14万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.15万 | 0.03% | 238 | 2 | 0.8% | $181 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LIN | $2.15万 | 0.03% | 98 | 1 | 1.0% | $220 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.15万 | 0.03% | 204 | 204 | — | $2.15万 | 新建仓 |
| UNM | UNUM GROUP | $2.17万 | 0.03% | 279 | 1 | 0.4% | $78 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.17万 | 0.03% | 24 | 5 | 26.3% | $4,526 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.19万 | 0.03% | 965 | 965 | — | $2.19万 | 新建仓 |
| MSCI | MSCI INC | $2.20万 | 0.03% | 37 | 1 | 2.8% | $593 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $2.21万 | 0.03% | 300 | 110 | 57.9% | $8,090 | 加仓 |
| GLD | SPDR GOLD SHARES | $2.24万 | 0.03% | 53 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.24万 | 0.03% | 701 | 2 | 0.3% | $64 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $2.30万 | 0.03% | 896 | 896 | — | $2.30万 | 新建仓 |
| UNP | UNION PAC CORP | $2.31万 | 0.03% | 86 | 1 | 1.2% | $269 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.35万 | 0.03% | 273 | -474 | -63.5% | -$4.08万 | 减仓 |
| BRRR | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $2.39万 | 0.03% | 1,250 | 1,180 | 1,685.7% | $2.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.39万 | 0.03% | 106 | 81 | 324.0% | $1.83万 | 加仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $2.41万 | 0.03% | 206 | 2 | 1.0% | $234 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2.41万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $2.45万 | 0.03% | 41 | 1 | 2.5% | $597 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.47万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND | $2.48万 | 0.03% | 456 | -450 | -49.7% | -$2.45万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $2.49万 | 0.03% | 51 | 1 | 2.0% | $489 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $2.49万 | 0.03% | 403 | 3 | 0.8% | $186 | 加仓 |
| — | PEAKSTONE REALTY CL E REIT | $2.51万 | 0.03% | 1,198 | 0 | 0.0% | — | 不变 |
| — | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $2.53万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.54万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |