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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $42.56万 | 0.51% | 600 | -603 | -50.1% | -$42.77万 | 减仓 |
| AFL | AFLAC INC | $43.00万 | 0.52% | 3,678 | 3 | 0.1% | $351 | 加仓 |
| IWF | ISHARES RUSSELL 1000 FORWARD SPLIT WITH STOCK SPLIT SHARES | $46.63万 | 0.56% | 983 | 1 | 0.1% | $474 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $47.43万 | 0.57% | 1,728 | -26 | -1.5% | -$7,136 | 减仓 |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $48.11万 | 0.58% | 2,425 | -250 | -9.3% | -$4.96万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES | $48.12万 | 0.58% | 8,414 | 32 | 0.4% | $1,830 | 加仓 |
| GLW | CORNING INC | $48.48万 | 0.58% | 3,124 | -12 | -0.4% | -$1,862 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | $50.75万 | 0.61% | 1,114 | 11 | 1.0% | $5,012 | 加仓 |
| BKNG | BOOKING HLDGS INC | $53.05万 | 0.64% | 126 | 121 | 2,420.0% | $50.94万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $53.59万 | 0.64% | 8,182 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $54.69万 | 0.66% | 549 | 44 | 8.7% | $4.38万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $55.13万 | 0.66% | 1,592 | 13 | 0.8% | $4,502 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $55.23万 | 0.66% | 2,508 | -118 | -4.5% | -$2.60万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $55.25万 | 0.66% | 9,555 | -2,987 | -23.8% | -$17.27万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $55.82万 | 0.67% | 1,278 | 942 | 280.4% | $41.15万 | 加仓 |
| — | EXXON MOBIL CORP | $57.76万 | 0.70% | 3,815 | 247 | 6.9% | $3.74万 | 加仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $60.54万 | 0.73% | 2,006 | 1 | 0.0% | $302 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $62.92万 | 0.76% | 964 | -1,064 | -52.5% | -$69.45万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $64.60万 | 0.78% | 6,885 | -5,803 | -45.7% | -$54.45万 | 减仓 |
| UMBF | UMB FINL CORP | $65.48万 | 0.79% | 5,224 | 5,021 | 2,473.4% | $62.93万 | 加仓 |
| RMBS | RAMBUS INC DEL | $66.11万 | 0.80% | 6,050 | -1,900 | -23.9% | -$20.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $70.78万 | 0.85% | 1,861 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $72.97万 | 0.88% | 4,804 | -249 | -4.9% | -$3.78万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $73.72万 | 0.89% | 7,422 | 476 | 6.9% | $4.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.90万 | 0.94% | 2,492 | 96 | 4.0% | $3.00万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $78.28万 | 0.94% | 1,170 | 288 | 32.7% | $19.27万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $90.13万 | 1.08% | 2,584 | 378 | 17.1% | $13.18万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $91.56万 | 1.10% | 5,893 | 885 | 17.7% | $13.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $95.68万 | 1.15% | 2,237 | 48 | 2.2% | $2.05万 | 加仓 |
| EXC | EXELON CORP | $107.79万 | 1.30% | 21,988 | 21,852 | 16,067.6% | $107.12万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $114.59万 | 1.38% | 2,349 | -2,291 | -49.4% | -$111.76万 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $118.27万 | 1.42% | 25,552 | 2,550 | 11.1% | $11.80万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $127.99万 | 1.54% | 4,606 | 178 | 4.0% | $4.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $152.57万 | 1.84% | 10,745 | -780 | -6.8% | -$11.08万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $155.39万 | 1.87% | 59,186 | 2,871 | 5.1% | $7.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $158.44万 | 1.91% | 4,925 | -12 | -0.2% | -$3,860 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $169.14万 | 2.04% | 9,794 | 303 | 3.2% | $5.23万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $215.49万 | 2.59% | 37,728 | 3,053 | 8.8% | $17.44万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $231.49万 | 2.79% | 3,246 | 196 | 6.4% | $13.98万 | 加仓 |
| ARKK | ARK INNOVATION ETF | $262.33万 | 3.16% | 34,782 | 5,103 | 17.2% | $38.49万 | 加仓 |
| AMZN | AMAZON.COM INC | $313.37万 | 3.77% | 12,127 | 103 | 0.9% | $2.66万 | 加仓 |
| AAPL | APPLE INC | $393.83万 | 4.74% | 14,601 | 90 | 0.6% | $2.43万 | 加仓 |
| TSLA | TESLA INC | $432.71万 | 5.21% | 11,510 | 58 | 0.5% | $2.18万 | 加仓 |
| NVDA | NVIDIA CORP | $469.04万 | 5.64% | 22,272 | 974 | 4.6% | $20.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $504.00万 | 6.07% | 7,692 | 649 | 9.2% | $42.52万 | 重新持有 |