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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES S&P 100 ETF | $7.39万 | 0.08% | 202 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7.56万 | 0.08% | 454 | 96 | 26.8% | $1.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $7.56万 | 0.08% | 149 | -8 | -5.1% | -$4,060 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME | $7.77万 | 0.09% | 4,651 | 112 | 2.5% | $1,870 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $7.87万 | 0.09% | 9,867 | -25 | -0.3% | -$199 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8.03万 | 0.09% | 1,765 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC FCLASS A | $8.22万 | 0.09% | 720 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $8.27万 | 0.09% | 943 | 2 | 0.2% | $175 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8.30万 | 0.09% | 1,150 | 250 | 27.8% | $1.80万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | $8.33万 | 0.09% | 2,207 | 4 | 0.2% | $151 | 加仓 |
| PEP | PEPSICO INC | $8.71万 | 0.10% | 644 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $8.88万 | 0.10% | 261 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $9.02万 | 0.10% | 1,206 | 206 | 20.6% | $1.54万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $9.06万 | 0.10% | 3,864 | 3,864 | — | $9.06万 | 新建仓 |
| GWW | GRAINGER W W INC | $9.45万 | 0.10% | 70 | 0 | 0.0% | — | 不变 |
| — | POINT BRIDGE AMERICA FIRST ETF | $9.72万 | 0.11% | 1,736 | 1,736 | — | $9.72万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $9.73万 | 0.11% | 657 | 2 | 0.3% | $296 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.90万 | 0.11% | 1,195 | 0 | 0.0% | — | 不变 |
| BBRE | JPMORGAN BETABUILDERS MSCI U.S. REIT ETF | $9.92万 | 0.11% | 925 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $10.07万 | 0.11% | 1,880 | 3 | 0.2% | $161 | 加仓 |
| CCI | CROWN CASTLE INC REIT REIT | $10.26万 | 0.11% | 1,355 | -100 | -6.9% | -$7,573 | 减仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $10.31万 | 0.11% | 2,150 | 350 | 19.4% | $1.68万 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $10.35万 | 0.11% | 16,000 | -3,000 | -15.8% | -$1.94万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $10.61万 | 0.12% | 1,101 | 10 | 0.9% | $964 | 加仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $10.62万 | 0.12% | 2,876 | 19 | 0.7% | $702 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $10.72万 | 0.12% | 733 | 1 | 0.1% | $146 | 加仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $10.75万 | 0.12% | 2,385 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $10.98万 | 0.12% | 320 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $11.03万 | 0.12% | 1,280 | -6,388 | -83.3% | -$55.03万 | 减仓 |
| GEV | GE VERNOVA INC | $11.04万 | 0.12% | 94 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $11.10万 | 0.12% | 2,368 | 0 | 0.0% | — | 不变 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $11.46万 | 0.13% | 3,605 | -260 | -6.7% | -$8,263 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $11.52万 | 0.13% | 341 | -14 | -3.9% | -$4,728 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $11.64万 | 0.13% | 1,585 | -275 | -14.8% | -$2.02万 | 减仓 |
| FSLR | FIRST SOLAR INC | $11.80万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $11.80万 | 0.13% | 3,391 | 16 | 0.5% | $557 | 加仓 |
| CSX | CSX CORP | $12.06万 | 0.13% | 2,538 | 1 | 0.0% | $48 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $12.13万 | 0.13% | 1,870 | 12 | 0.6% | $778 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $12.15万 | 0.13% | 1,353 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $12.19万 | 0.13% | 444 | -6 | -1.3% | -$1,647 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $12.28万 | 0.14% | 1,250 | -56 | -4.3% | -$5,499 | 减仓 |
| BAC | BANK OF AMERICA CORP | $12.36万 | 0.14% | 2,170 | -72 | -3.2% | -$4,101 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $12.38万 | 0.14% | 2,390 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $12.86万 | 0.14% | 1,136 | 501 | 78.9% | $5.67万 | 加仓 |
| COP | CONOCOPHILLIPS | $13.36万 | 0.15% | 1,286 | -48 | -3.6% | -$4,988 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $13.65万 | 0.15% | 397 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $13.81万 | 0.15% | 920 | -30 | -3.2% | -$4,504 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $14.09万 | 0.16% | 853 | 151 | 21.5% | $2.49万 | 加仓 |
| — | ENB FINL CORP | $14.12万 | 0.16% | 5,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $14.15万 | 0.16% | 341 | 2 | 0.6% | $830 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $14.40万 | 0.16% | 1,047 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $14.48万 | 0.16% | 486 | 2 | 0.4% | $596 | 加仓 |
| — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $14.50万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $14.59万 | 0.16% | 769 | -68 | -8.1% | -$1.29万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $14.61万 | 0.16% | 2,762 | -579 | -17.3% | -$3.06万 | 减仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $14.98万 | 0.17% | 3,720 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $15.01万 | 0.17% | 402 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $15.12万 | 0.17% | 2,003 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $15.64万 | 0.17% | 575 | 575 | — | $15.64万 | 新建仓 |
| CSCO | CISCO SYS INC | $15.81万 | 0.17% | 1,347 | 0 | 0.0% | — | 不变 |
| — | BARON TECHNOLOGY ETF | $15.97万 | 0.18% | 4,917 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $16.55万 | 0.18% | 896 | 3 | 0.3% | $554 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $16.75万 | 0.19% | 660 | 3 | 0.5% | $761 | 加仓 |
| LLY | ELI LILLY AND CO | $17.07万 | 0.19% | 143 | -1 | -0.7% | -$1,194 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $17.44万 | 0.19% | 3,585 | -20 | -0.6% | -$973 | 减仓 |
| LRCX | LAM RESH CORP | $18.12万 | 0.20% | 419 | -4 | -0.9% | -$1,730 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $18.12万 | 0.20% | 3,872 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $18.43万 | 0.20% | 1,482 | 1 | 0.1% | $124 | 加仓 |
| MRK | MERCK & CO. INC. | $18.74万 | 0.21% | 1,459 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $19.09万 | 0.21% | 1,152 | -41 | -3.4% | -$6,792 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $19.09万 | 0.21% | 788 | 1 | 0.1% | $242 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $19.87万 | 0.22% | 4,950 | -250 | -4.8% | -$1.00万 | 减仓 |
| CAT | CATERPILLAR INC | $20.45万 | 0.23% | 193 | 1 | 0.5% | $1,059 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $20.70万 | 0.23% | 1,310 | 1,054 | 411.7% | $16.65万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $20.96万 | 0.23% | 1,100 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $21.08万 | 0.23% | 3,940 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $21.37万 | 0.24% | 760 | 4 | 0.5% | $1,125 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $21.98万 | 0.24% | 3,350 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $22.17万 | 0.25% | 4,722 | -14 | -0.3% | -$657 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $22.42万 | 0.25% | 2,321 | -100 | -4.1% | -$9,658 | 减仓 |
| ABBV | ABBVIE INC | $22.83万 | 0.25% | 908 | 2 | 0.2% | $503 | 加仓 |
| ET | ENERGY TRANSFER L P LP | $22.92万 | 0.25% | 11,989 | 185 | 1.6% | $3,537 | 加仓 |
| — | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $24.77万 | 0.27% | 5,923 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS A | $25.03万 | 0.28% | 1,712 | -46 | -2.6% | -$6,725 | 减仓 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $26.69万 | 0.30% | 4,700 | -110 | -2.3% | -$6,247 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $27.00万 | 0.30% | 3,072 | -12,938 | -80.8% | -$113.71万 | 减仓 |
| AZO | AUTOZONE INC | $27.17万 | 0.30% | 85 | 17 | 25.0% | $5.43万 | 加仓 |
| AMGN | AMGEN INC | $27.96万 | 0.31% | 773 | 3 | 0.4% | $1,085 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.73万 | 0.33% | 1,295 | -29 | -2.2% | -$6,657 | 减仓 |
| C | CITIGROUP INC | $30.35万 | 0.34% | 2,169 | 7 | 0.3% | $979 | 加仓 |
| ORCL | ORACLE CORP | $30.65万 | 0.34% | 2,092 | 2 | 0.1% | $293 | 加仓 |
| WFC | WELLS FARGO & CO | $30.72万 | 0.34% | 3,718 | 15 | 0.4% | $1,240 | 加仓 |
| — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $31.30万 | 0.35% | 3,394 | -1,097 | -24.4% | -$10.12万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $31.68万 | 0.35% | 495 | -60 | -10.8% | -$3.84万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $36.01万 | 0.40% | 4,982 | -3,200 | -39.1% | -$23.13万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $36.22万 | 0.40% | 5,823 | 55 | 1.0% | $3,421 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $36.73万 | 0.41% | 769 | 1 | 0.1% | $478 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $36.77万 | 0.41% | 5,982 | -88 | -1.4% | -$5,408 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $37.04万 | 0.41% | 7,516 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $38.30万 | 0.42% | 1,014 | 255 | 33.6% | $9.63万 | 加仓 |