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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $8.11万 | 0.10% | 635 | 307 | 93.6% | $3.92万 | 加仓 |
| VGT | VANGUARD INTER-TERM TREAS INDEX FD | $8.51万 | 0.10% | 122 | 26 | 27.1% | $1.81万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $8.89万 | 0.11% | 655 | -9 | -1.4% | -$1,221 | 减仓 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $8.90万 | 0.11% | 720 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $9.01万 | 0.11% | 702 | 1 | 0.1% | $128 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9.06万 | 0.11% | 941 | 3 | 0.3% | $289 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $9.09万 | 0.11% | 1,353 | 3 | 0.2% | $202 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.21万 | 0.11% | 1,195 | 0 | 0.0% | — | 不变 |
| MBB | POINT BRIDGE AMERICA FIRST ETF | $9.52万 | 0.11% | 1,736 | 1,624 | 1,450.0% | $8.91万 | 加仓 |
| BBRE | JPMORGAN BETABUILDERS MSCI U.S. REIT ETF | $9.53万 | 0.11% | 925 | 0 | 0.0% | — | 不变 |
| — | SCULLY RTY LTD F | $9.63万 | 0.12% | 14,964 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $9.76万 | 0.12% | 1,877 | -1,463 | -43.8% | -$7.61万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $9.82万 | 0.12% | 732 | 1 | 0.1% | $134 | 加仓 |
| FSLR | FIRST SOLAR INC | $9.84万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $9.95万 | 0.12% | 320 | 2 | 0.6% | $622 | 加仓 |
| GEV | GE VERNOVA INC | $10.13万 | 0.12% | 94 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $10.14万 | 0.12% | 644 | 3 | 0.5% | $472 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $10.31万 | 0.12% | 9,892 | -2,272 | -18.7% | -$2.37万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $10.40万 | 0.13% | 1,091 | -1,243 | -53.3% | -$11.85万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $10.43万 | 0.13% | 1,765 | -125 | -6.6% | -$7,387 | 减仓 |
| LRCX | LAM RESH CORP | $10.43万 | 0.13% | 423 | -93 | -18.0% | -$2.29万 | 减仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $10.52万 | 0.13% | 2,385 | -182 | -7.1% | -$8,026 | 减仓 |
| — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $10.74万 | 0.13% | 1,700 | 1,700 | — | $10.74万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $10.75万 | 0.13% | 3,375 | -3,325 | -49.6% | -$10.59万 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $11.12万 | 0.13% | 2,368 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $11.30万 | 0.14% | 355 | 12 | 3.5% | $3,820 | 加仓 |
| GE | GE AEROSPACE | $11.45万 | 0.14% | 402 | -200 | -33.2% | -$5.70万 | 减仓 |
| CSX | CSX CORP | $11.51万 | 0.14% | 2,537 | 10 | 0.4% | $454 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $11.57万 | 0.14% | 450 | -239 | -34.7% | -$6.15万 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $11.64万 | 0.14% | 1,858 | 12 | 0.7% | $752 | 加仓 |
| CSCO | CISCO SYS INC | $11.64万 | 0.14% | 1,347 | -3 | -0.2% | -$259 | 减仓 |
| BAC | BANK OF AMERICA CORP | $11.86万 | 0.14% | 2,242 | 1,414 | 170.8% | $7.48万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $12.08万 | 0.15% | 2,390 | -2,390 | -50.0% | -$12.08万 | 减仓 |
| CCI | CROWN CASTLE INC REIT REIT | $12.37万 | 0.15% | 1,455 | 858 | 143.7% | $7.29万 | 加仓 |
| LLY | ELI LILLY AND CO | $12.39万 | 0.15% | 144 | 3 | 2.1% | $2,581 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.47万 | 0.15% | 339 | 3 | 0.9% | $1,104 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $12.59万 | 0.15% | 3,865 | 3,865 | — | $12.59万 | 新建仓 |
| — | ENB FINL CORP | $12.78万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $12.91万 | 0.16% | 484 | 4 | 0.8% | $1,067 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $12.96万 | 0.16% | 397 | -397 | -50.0% | -$12.96万 | 减仓 |
| — | BARON TECHNOLOGY ETF | $13.07万 | 0.16% | 4,917 | -200 | -3.9% | -$5,318 | 减仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $13.30万 | 0.16% | 2,857 | 31 | 1.1% | $1,443 | 加仓 |
| QCOM | QUALCOMM INC | $13.36万 | 0.16% | 893 | 5 | 0.6% | $748 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $13.46万 | 0.16% | 1,047 | 1 | 0.1% | $129 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $13.70万 | 0.16% | 1,860 | 195 | 11.7% | $1.44万 | 加仓 |
| RTX | RTX CORP | $14.43万 | 0.17% | 837 | 701 | 515.4% | $12.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $14.89万 | 0.18% | 657 | -13 | -1.9% | -$2,945 | 减仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $15.07万 | 0.18% | 3,720 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A | $15.33万 | 0.18% | 19,000 | -2,000 | -9.5% | -$1.61万 | 减仓 |
| CAT | CATERPILLAR INC | $15.62万 | 0.19% | 192 | -1 | -0.5% | -$813 | 减仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $15.64万 | 0.19% | 950 | -800 | -45.7% | -$13.17万 | 减仓 |
| XCEM | EATON VANCE INCOME OPPORTUNITIES ETF | $15.71万 | 0.19% | 3,341 | -2,183 | -39.5% | -$10.26万 | 减仓 |
| MRK | MERCK & CO. INC. | $16.14万 | 0.19% | 1,459 | 9 | 0.6% | $996 | 加仓 |
| COP | CONOCOPHILLIPS | $16.53万 | 0.20% | 1,334 | 1,014 | 316.9% | $12.56万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $17.28万 | 0.21% | 1,100 | -446 | -28.8% | -$7.01万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $17.31万 | 0.21% | 2,003 | 600 | 42.8% | $5.18万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $17.34万 | 0.21% | 1,481 | 1 | 0.1% | $117 | 加仓 |
| IBM | IBM CORP | $17.56万 | 0.21% | 756 | 6 | 0.8% | $1,394 | 加仓 |
| ABBV | ABBVIE INC | $17.84万 | 0.21% | 906 | 3 | 0.3% | $591 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $17.85万 | 0.21% | 787 | 2 | 0.3% | $454 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $17.98万 | 0.22% | 3,605 | -331 | -8.4% | -$1.65万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $18.17万 | 0.22% | 3,350 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $18.20万 | 0.22% | 3,872 | -5,372 | -58.1% | -$25.25万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $18.59万 | 0.22% | 5,200 | -750 | -12.6% | -$2.68万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $19.37万 | 0.23% | 1,341 | -100 | -6.9% | -$1.44万 | 减仓 |
| VYMI | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $20.16万 | 0.24% | 1,306 | -1,194 | -47.8% | -$18.43万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $21.18万 | 0.25% | 3,940 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.54万 | 0.26% | 2,612 | -99 | -3.7% | -$8,165 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $22.07万 | 0.27% | 1,077 | -52 | -4.6% | -$1.07万 | 减仓 |
| CVX | CHEVRON CORP NEW | $22.52万 | 0.27% | 1,193 | 71 | 6.3% | $1.34万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $22.54万 | 0.27% | 4,736 | 1,626 | 52.3% | $7.74万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $22.82万 | 0.27% | 2,421 | 279 | 13.0% | $2.63万 | 加仓 |
| ET | ENERGY TRANSFER L P LP | $22.99万 | 0.28% | 11,804 | -1,230 | -9.4% | -$2.40万 | 减仓 |
| AZO | AUTOZONE INC | $24.11万 | 0.29% | 68 | -13 | -16.0% | -$4.61万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $24.19万 | 0.29% | 555 | -1,042 | -65.2% | -$45.41万 | 减仓 |
| — | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $24.27万 | 0.29% | 5,923 | -750 | -11.2% | -$3.07万 | 减仓 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $25.77万 | 0.31% | 4,810 | 1 | 0.0% | $54 | 加仓 |
| AMGN | AMGEN INC | $26.11万 | 0.31% | 770 | -143 | -15.7% | -$4.85万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $26.70万 | 0.32% | 3,202 | 2,551 | 391.9% | $21.27万 | 加仓 |
| C | CITIGROUP INC | $27.82万 | 0.33% | 2,162 | 239 | 12.4% | $3.08万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.28万 | 0.34% | 1,324 | 369 | 38.6% | $7.88万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $28.36万 | 0.34% | 2,150 | -275 | -11.3% | -$3.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $29.97万 | 0.36% | 768 | -9 | -1.2% | -$3,512 | 减仓 |
| AVGO | BROADCOM INC | $30.13万 | 0.36% | 759 | -64 | -7.8% | -$2.54万 | 减仓 |
| WFC | WELLS FARGO & CO | $30.28万 | 0.36% | 3,703 | -1,079 | -22.6% | -$8.82万 | 减仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $33.70万 | 0.41% | 1,758 | 495 | 39.2% | $9.49万 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECHETF | $33.82万 | 0.41% | 5,685 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $34.39万 | 0.41% | 7,516 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $34.79万 | 0.42% | 2,090 | 126 | 6.4% | $2.10万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $35.14万 | 0.42% | 708 | -1 | -0.1% | -$496 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $35.72万 | 0.43% | 6,070 | 385 | 6.8% | $2.27万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $36.09万 | 0.43% | 5,768 | 3,903 | 209.3% | $24.42万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $38.97万 | 0.47% | 11,931 | 7 | 0.1% | $229 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $39.01万 | 0.47% | 1,898 | -44 | -2.3% | -$9,044 | 减仓 |
| — | VANGUARD VALUE INDEX FUND ETF SHARES | $39.32万 | 0.47% | 1,932 | -1,962 | -50.4% | -$39.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $39.67万 | 0.48% | 830 | 9 | 1.1% | $4,301 | 加仓 |
| SRE | SEMPRA | $40.70万 | 0.49% | 4,366 | 15 | 0.3% | $1,398 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $40.90万 | 0.49% | 5,501 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $41.12万 | 0.49% | 4,418 | 244 | 5.8% | $2.27万 | 加仓 |
| — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $41.53万 | 0.50% | 4,491 | -46 | -1.0% | -$4,254 | 减仓 |