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 |
|---|---|---|---|---|---|---|---|---|
| IXC | ISHARES GLOBAL ENERGY ETF | $2.46万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND | $2.47万 | 0.03% | 464 | 8 | 1.8% | $426 | 加仓 |
| UNM | UNUM GROUP | $2.49万 | 0.03% | 279 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.54万 | 0.03% | 702 | 1 | 0.1% | $36 | 加仓 |
| — | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $2.54万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $2.56万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $2.56万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.56万 | 0.03% | 229 | -113 | -33.0% | -$1.27万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.63万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $2.65万 | 0.03% | 51 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $2.68万 | 0.03% | 245 | 1 | 0.4% | $109 | 加仓 |
| SMR | NUSCALE PWR CORP CLASS A | $2.68万 | 0.03% | 2,675 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $2.70万 | 0.03% | 1,104 | 15 | 1.4% | $367 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.71万 | 0.03% | 54 | 1 | 1.9% | $501 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $2.72万 | 0.03% | 91 | -384 | -80.8% | -$11.47万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.73万 | 0.03% | 69 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2.78万 | 0.03% | 70 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.82万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2.89万 | 0.03% | 700 | 700 | — | $2.89万 | 新建仓 |
| TJX | TJX COS INC NEW | $2.94万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.95万 | 0.03% | 300 | 3 | 1.0% | $295 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $2.96万 | 0.03% | 404 | 1 | 0.2% | $73 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $2.98万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $3.00万 | 0.03% | 331 | 3 | 0.9% | $272 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $3.04万 | 0.03% | 244 | 244 | — | $3.04万 | 新建仓 |
| XAGG | COINSHARES BITCOIN MINING ETF | $3.05万 | 0.03% | 605 | 576 | 1,986.2% | $2.90万 | 加仓 |
| DNN | DENISON MINES CORP F | $3.06万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.09万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $3.10万 | 0.03% | 265 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC REIT | $3.10万 | 0.03% | 30 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $3.10万 | 0.03% | 215 | -36 | -14.3% | -$5,198 | 减仓 |
| LIN | LINDE PLC F | $3.17万 | 0.04% | 61 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $3.17万 | 0.04% | 1,000 | -9 | -0.9% | -$285 | 减仓 |
| ECG | EVERUS CONSTR GROUP INC | $3.19万 | 0.04% | 192 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $3.22万 | 0.04% | 397 | 50 | 14.4% | $4,060 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.29万 | 0.04% | 359 | 2 | 0.6% | $183 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $3.34万 | 0.04% | 789 | 4 | 0.5% | $169 | 加仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $3.34万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $3.36万 | 0.04% | 142 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $3.38万 | 0.04% | 1,833 | 2 | 0.1% | $37 | 加仓 |
| PCG | PG&E CORP | $3.38万 | 0.04% | 2,011 | -555 | -21.6% | -$9,331 | 减仓 |
| SNDK | SANDISK CORP | $3.41万 | 0.04% | 15 | 15 | — | $3.41万 | 新建仓 |
| SNPS | SYNOPSYS INC | $3.43万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $3.45万 | 0.04% | 2,484 | 16 | 0.6% | $222 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $3.45万 | 0.04% | 344 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $3.48万 | 0.04% | 103 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC REIT | $3.53万 | 0.04% | 1,578 | 47 | 3.1% | $1,051 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.58万 | 0.04% | 88 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $3.63万 | 0.04% | 300 | -50 | -14.3% | -$6,048 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $3.71万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $3.74万 | 0.04% | 59 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.75万 | 0.04% | 390 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $3.80万 | 0.04% | 76 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.97万 | 0.04% | 1,648 | 4 | 0.2% | $96 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $4.06万 | 0.04% | 1,645 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4.18万 | 0.05% | 119 | 1 | 0.8% | $351 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.19万 | 0.05% | 728 | 3 | 0.4% | $173 | 加仓 |
| URI | UNITED RENTALS INC | $4.23万 | 0.05% | 38 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARE | $4.24万 | 0.05% | 1,577 | 8 | 0.5% | $215 | 加仓 |
| CTVA | CORTEVA INC | $4.26万 | 0.05% | 503 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $4.31万 | 0.05% | 272 | 1 | 0.4% | $158 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $4.49万 | 0.05% | 256 | 1 | 0.4% | $175 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.57万 | 0.05% | 346 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $4.57万 | 0.05% | 350 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $4.58万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $4.59万 | 0.05% | 384 | -592 | -60.7% | -$7.08万 | 减仓 |
| IP | INTERNTNL PAPER CO | $4.59万 | 0.05% | 1,205 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $4.67万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4.69万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $4.78万 | 0.05% | 177 | -10 | -5.3% | -$2,703 | 减仓 |
| SO | SOUTHERN CO | $4.79万 | 0.05% | 500 | 500 | — | $4.79万 | 新建仓 |
| QCLN | FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND | $4.81万 | 0.05% | 784 | -41 | -5.0% | -$2,514 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $4.92万 | 0.05% | 301 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $5.01万 | 0.06% | 102 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $5.08万 | 0.06% | 199 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5.16万 | 0.06% | 1,989 | -20 | -1.0% | -$519 | 减仓 |
| — | CALAMOS CEF INCOME & ARBITRAGE ETF | $5.26万 | 0.06% | 1,757 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $5.27万 | 0.06% | 1,550 | -125 | -7.5% | -$4,250 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $5.42万 | 0.06% | 271 | 1 | 0.4% | $200 | 加仓 |
| LOW | LOWES COS INC | $5.53万 | 0.06% | 251 | 1 | 0.4% | $220 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.54万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.60万 | 0.06% | 520 | 2 | 0.4% | $216 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $5.61万 | 0.06% | 491 | -850 | -63.4% | -$9.71万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NE | $5.61万 | 0.06% | 584 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $5.66万 | 0.06% | 153 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $5.72万 | 0.06% | 602 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $5.79万 | 0.06% | 1,095 | -80 | -6.8% | -$4,231 | 减仓 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $5.85万 | 0.06% | 657 | 1 | 0.2% | $89 | 加仓 |
| — | ISHARES U.S. AEROSPACE &DEFENSE ETF | $5.90万 | 0.07% | 244 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.07万 | 0.07% | 2,931 | 6 | 0.2% | $124 | 加仓 |
| MO | ALTRIA GROUP INC | $6.11万 | 0.07% | 850 | 12 | 1.4% | $863 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $6.22万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $6.25万 | 0.07% | 875 | 105 | 13.6% | $7,497 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $6.30万 | 0.07% | 884 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $6.50万 | 0.07% | 637 | 1 | 0.2% | $102 | 加仓 |
| D | DOMINION ENERGY INC | $6.51万 | 0.07% | 954 | 757 | 384.3% | $5.17万 | 加仓 |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | $6.63万 | 0.07% | 3,577 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $6.63万 | 0.07% | 719 | 2 | 0.3% | $185 | 加仓 |
| CINF | CINCINNATI FINL CORP | $6.77万 | 0.07% | 366 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $6.99万 | 0.08% | 835 | 0 | 0.0% | — | 不变 |