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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC CLASS CLASS A | $2.58万 | 0.03% | 443 | 3 | 0.7% | $175 | 加仓 |
| ECG | EVERUS CONSTR GROUP INC | $2.61万 | 0.03% | 192 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.63万 | 0.03% | 69 | 1 | 1.5% | $381 | 加仓 |
| FTI | TECHNIPFMC PLC F | $2.64万 | 0.03% | 353 | -15 | -4.1% | -$1,122 | 减仓 |
| PAYX | PAYCHEX INC | $2.70万 | 0.03% | 297 | 5 | 1.7% | $454 | 加仓 |
| ABNB | AIRBNB INC CLASS CLASS A | $2.75万 | 0.03% | 196 | -35 | -15.2% | -$4,903 | 减仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $2.75万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $2.77万 | 0.03% | 347 | -52 | -13.0% | -$4,147 | 减仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $2.81万 | 0.03% | 1,089 | -983 | -47.4% | -$2.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2.84万 | 0.03% | 223 | 2 | 0.9% | $254 | 加仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $2.88万 | 0.03% | 244 | 2 | 0.8% | $236 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $2.91万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2.98万 | 0.04% | 142 | 2 | 1.4% | $419 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.03万 | 0.04% | 53 | 1 | 1.9% | $572 | 加仓 |
| F | FORD MTR CO DEL | $3.05万 | 0.04% | 2,468 | 20 | 0.8% | $247 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.06万 | 0.04% | 357 | 3 | 0.8% | $257 | 加仓 |
| DJT | TRUMP MEDIA & TECHNO | $3.06万 | 0.04% | 3,304 | -857 | -20.6% | -$7,943 | 减仓 |
| TJX | TJX COS INC NEW | $3.06万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.07万 | 0.04% | 328 | 2 | 0.6% | $187 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $3.09万 | 0.04% | 265 | -50 | -15.9% | -$5,836 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.11万 | 0.04% | 200 | -200 | -50.0% | -$3.11万 | 减仓 |
| LIN | LINDE PLC F | $3.13万 | 0.04% | 61 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CLASS A | $3.14万 | 0.04% | 2,675 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC REIT | $3.16万 | 0.04% | 30 | 1 | 3.4% | $1,053 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $3.17万 | 0.04% | 1,009 | 9 | 0.9% | $283 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.25万 | 0.04% | 70 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $3.26万 | 0.04% | 1,831 | 55 | 3.1% | $980 | 加仓 |
| DE | DEERE & CO | $3.32万 | 0.04% | 59 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $3.39万 | 0.04% | 103 | -2 | -1.9% | -$658 | 减仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $3.40万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| MDYG | ISHARES MBS ETF | $3.41万 | 0.04% | 342 | 114 | 50.0% | $1.14万 | 加仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $3.42万 | 0.04% | 251 | 1 | 0.4% | $136 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.42万 | 0.04% | 614 | -199 | -24.5% | -$1.11万 | 减仓 |
| DLTR | DOLLAR TREE INC | $3.44万 | 0.04% | 350 | -30 | -7.9% | -$2,946 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $3.45万 | 0.04% | 344 | -18 | -5.0% | -$1,806 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $3.46万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC REIT | $3.48万 | 0.04% | 1,531 | 1 | 0.1% | $23 | 加仓 |
| EPR | EPR PPTYS REIT | $3.50万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $3.55万 | 0.04% | 76 | 1 | 1.3% | $468 | 加仓 |
| URI | UNITED RENTALS INC | $3.59万 | 0.04% | 38 | 1 | 2.7% | $944 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $3.68万 | 0.04% | 785 | -14 | -1.8% | -$656 | 减仓 |
| DNN | DENISON MINES CORP F | $3.71万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3.72万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARE | $3.79万 | 0.05% | 1,569 | 1,569 | — | $3.79万 | 新建仓 |
| HD | HOME DEPOT INC | $3.88万 | 0.05% | 118 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $3.88万 | 0.05% | 271 | -151 | -35.8% | -$2.16万 | 减仓 |
| LYV | LIVE NATION ENTMT INC | $3.91万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $3.91万 | 0.05% | 1,205 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3.91万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3.96万 | 0.05% | 503 | 2 | 0.4% | $157 | 加仓 |
| DIS | DISNEY WALT CO | $3.96万 | 0.05% | 390 | 1 | 0.3% | $102 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $4.09万 | 0.05% | 1,645 | -1,645 | -50.0% | -$4.09万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $4.20万 | 0.05% | 301 | 1 | 0.3% | $140 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.21万 | 0.05% | 725 | -19 | -2.6% | -$1,102 | 减仓 |
| PCG | PG&E CORP | $4.22万 | 0.05% | 2,566 | 6 | 0.2% | $99 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.37万 | 0.05% | 346 | 1 | 0.3% | $126 | 加仓 |
| PFE | PFIZER INC | $4.37万 | 0.05% | 1,644 | 19 | 1.2% | $505 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.48万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $4.50万 | 0.05% | 1,175 | 875 | 291.7% | $3.35万 | 加仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $4.52万 | 0.05% | 350 | -50 | -12.5% | -$6,450 | 减仓 |
| QCLN | FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND | $4.53万 | 0.05% | 825 | -539 | -39.5% | -$2.96万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NE | $4.55万 | 0.05% | 584 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4.58万 | 0.06% | 199 | 1 | 0.5% | $230 | 加仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $4.63万 | 0.06% | 231 | -261 | -53.0% | -$5.23万 | 减仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $4.76万 | 0.06% | 602 | -601 | -50.0% | -$4.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4.79万 | 0.06% | 261 | -1 | -0.4% | -$184 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC F | $4.89万 | 0.06% | 102 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.03万 | 0.06% | 518 | 3 | 0.6% | $291 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.08万 | 0.06% | 255 | 1 | 0.4% | $199 | 加仓 |
| — | CALAMOS CEF INCOME & ARBITRAGE ETF | $5.13万 | 0.06% | 1,757 | 1,757 | — | $5.13万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $5.19万 | 0.06% | 270 | -33 | -10.9% | -$6,340 | 减仓 |
| — | ISHARES U.S. AEROSPACE &DEFENSE ETF | $5.20万 | 0.06% | 244 | 2 | 0.8% | $426 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.22万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $5.33万 | 0.06% | 656 | -251 | -27.7% | -$2.04万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $5.35万 | 0.06% | 153 | -153 | -50.0% | -$5.35万 | 减仓 |
| MCD | MCDONALDS CORP | $5.47万 | 0.07% | 187 | 2 | 1.1% | $585 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $5.56万 | 0.07% | 1,675 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $5.67万 | 0.07% | 965 | 3 | 0.3% | $176 | 加仓 |
| MO | ALTRIA GROUP INC | $5.70万 | 0.07% | 838 | 1 | 0.1% | $68 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $5.85万 | 0.07% | 1,000 | -200 | -16.7% | -$1.17万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $5.98万 | 0.07% | 884 | -884 | -50.0% | -$5.98万 | 减仓 |
| LOW | LOWES COS INC | $6.02万 | 0.07% | 250 | -3 | -1.2% | -$723 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6.07万 | 0.07% | 358 | 217 | 153.9% | $3.68万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $6.10万 | 0.07% | 366 | 41 | 12.6% | $6,836 | 加仓 |
| SBUX | STARBUCKS CORP | $6.15万 | 0.07% | 636 | 18 | 2.9% | $1,740 | 加仓 |
| VHT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $6.35万 | 0.08% | 475 | 295 | 163.9% | $3.95万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $6.53万 | 0.08% | 717 | 52 | 7.8% | $4,739 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $6.65万 | 0.08% | 835 | -835 | -50.0% | -$6.65万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $6.71万 | 0.08% | 900 | -200 | -18.2% | -$1.49万 | 减仓 |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | $6.73万 | 0.08% | 3,577 | 95 | 2.7% | $1,787 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6.76万 | 0.08% | 2,009 | -12 | -0.6% | -$404 | 减仓 |
| NFLX | NETFLIX INC | $6.99万 | 0.08% | 770 | 150 | 24.2% | $1.36万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $7.04万 | 0.08% | 1,000 | 2 | 0.2% | $141 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $7.09万 | 0.09% | 202 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.45万 | 0.09% | 1,800 | -309 | -14.7% | -$1.28万 | 减仓 |
| T | AT&T INC | $7.63万 | 0.09% | 2,925 | 1 | 0.0% | $26 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | $7.68万 | 0.09% | 2,203 | 1,004 | 83.7% | $3.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $7.93万 | 0.10% | 157 | 72 | 84.7% | $3.64万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME | $7.93万 | 0.10% | 4,539 | -458 | -9.2% | -$8,003 | 减仓 |
| GWW | GRAINGER W W INC | $7.99万 | 0.10% | 70 | 0 | 0.0% | — | 不变 |