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 |
|---|---|---|---|---|---|---|---|---|
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $1.09万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS A | $1.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC F | $1.11万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $1.12万 | 0.01% | 402 | 402 | — | $1.12万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $1.12万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1.15万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF | $1.15万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1.16万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS I | $1.16万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.16万 | 0.01% | 80 | 1 | 1.3% | $145 | 加仓 |
| BA | BOEING CO | $1.17万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.18万 | 0.01% | 401 | 1 | 0.2% | $29 | 加仓 |
| POOL | POOL CORP | $1.20万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $1.20万 | 0.01% | 112 | 1 | 0.9% | $107 | 加仓 |
| HXL | HEXCEL CORP NEW | $1.21万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.21万 | 0.01% | 256 | 3 | 1.2% | $142 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.23万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $1.24万 | 0.01% | 265 | 2 | 0.8% | $94 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.26万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.29万 | 0.01% | 95 | -191 | -66.8% | -$2.59万 | 重新持有 |
| — | GRAYSCALE ETHEREUM MINI STAKING ETF | $1.29万 | 0.01% | 860 | -25 | -2.8% | -$376 | 减仓 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $1.31万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.32万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC CLASS A | $1.32万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $1.34万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO. A CLASS A | $1.37万 | 0.02% | 248 | 1 | 0.4% | $55 | 加仓 |
| DEC | DIVERSIFIED ENERGY CO | $1.39万 | 0.02% | 1,000 | 1,000 | — | $1.39万 | 新建仓 |
| JCI | JOHNSON CONTROLS INT F | $1.42万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.42万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.43万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP REIT | $1.43万 | 0.02% | 82 | 1 | 1.2% | $175 | 加仓 |
| AGNC | AGNC INVT CORP REIT | $1.44万 | 0.02% | 1,317 | 29 | 2.3% | $316 | 加仓 |
| QQA | INVESCO QQQ INCOME ADVANTAGE ETF | $1.44万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $1.45万 | 0.02% | 200 | 200 | — | $1.45万 | 新建仓 |
| ZTS | ZOETIS INC CLASS A | $1.48万 | 0.02% | 207 | 1 | 0.5% | $72 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $1.49万 | 0.02% | 856 | 35 | 4.3% | $610 | 加仓 |
| — | PRINCIPAL REAL ESTATE IN | $1.49万 | 0.02% | 1,451 | 30 | 2.1% | $309 | 加仓 |
| ADBE | ADOBE INC | $1.50万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.53万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.55万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP LP | $1.59万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIV CORP | $1.61万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.62万 | 0.02% | 219 | 1 | 0.5% | $74 | 加仓 |
| MDU | MDU RES GROUP INC | $1.63万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $1.64万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.65万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.67万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CLASS A | $1.67万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR REIT | $1.67万 | 0.02% | 1,485 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS A | $1.69万 | 0.02% | 301 | 100 | 49.8% | $5,601 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $1.70万 | 0.02% | 255 | 1 | 0.4% | $67 | 加仓 |
| RBA | RB GLOBAL INC F | $1.71万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.74万 | 0.02% | 150 | 2 | 1.4% | $232 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.80万 | 0.02% | 296 | 130 | 78.3% | $7,889 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.81万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $1.83万 | 0.02% | 48 | -2 | -4.0% | -$761 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.84万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.84万 | 0.02% | 202 | 1 | 0.5% | $91 | 加仓 |
| MCO | MOODYS CORP | $1.84万 | 0.02% | 41 | -1 | -2.4% | -$449 | 减仓 |
| IDXX | IDEXX LABS INC | $1.84万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $1.85万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.86万 | 0.02% | 500 | 500 | — | $1.86万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $1.87万 | 0.02% | 59 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.87万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.87万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $1.94万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $1.95万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $1.96万 | 0.02% | 100 | -131 | -56.7% | -$2.56万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.96万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| — | PGIM SHORT DURATION HIGH | $1.97万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $1.97万 | 0.02% | 138 | -58 | -29.6% | -$8,300 | 减仓 |
| CRWV | COREWEAVE INC CLASS A | $1.99万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $2.02万 | 0.02% | 2,604 | -700 | -21.2% | -$5,418 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $2.02万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $2.03万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $2.05万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $2.07万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.08万 | 0.02% | 361 | 2 | 0.6% | $115 | 加仓 |
| AZN | ASTRAZENECA PLC F | $2.09万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $2.12万 | 0.02% | 98 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $2.14万 | 0.02% | 250 | 247 | 8,233.3% | $2.11万 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.15万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.18万 | 0.02% | 965 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $2.22万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC | $2.23万 | 0.02% | 126 | -3,024 | -96.0% | -$53.49万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2.24万 | 0.02% | 216 | 116 | 116.0% | $1.21万 | 加仓 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.26万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.28万 | 0.03% | 65 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $2.29万 | 0.03% | 896 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $2.30万 | 0.03% | 150 | 150 | — | $2.30万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS IN | $2.32万 | 0.03% | 41 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.33万 | 0.03% | 270 | -3 | -1.1% | -$259 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2.34万 | 0.03% | 143 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.34万 | 0.03% | 86 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.35万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $2.36万 | 0.03% | 310 | 10 | 3.3% | $762 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.37万 | 0.03% | 24 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLOUD COMPUTINGETF | $2.40万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2.44万 | 0.03% | 414 | -200 | -32.6% | -$1.18万 | 减仓 |