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 |
|---|---|---|---|---|---|---|---|---|
| TER | TER | $0 | 0.00% | 0 | -300 | -100.0% | -$8.19万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUEETF | $0 | 0.00% | 0 | -211 | -100.0% | -$4.32万 | 清仓 |
| — | UBFO | $0 | 0.00% | 0 | -3,472 | -100.0% | -$3.92万 | 清仓 |
| XETYX | ETY | $0 | 0.00% | 0 | -2,117 | -100.0% | -$3.13万 | 清仓 |
| UHS | UHS | $0 | 0.00% | 0 | -100 | -100.0% | -$2.16万 | 清仓 |
| A | A | $0 | 0.00% | 0 | -150 | -100.0% | -$1.96万 | 清仓 |
| BIIB | BIIB | $0 | 0.00% | 0 | -100 | -100.0% | -$1.85万 | 清仓 |
| PNC | PNC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.13万 | 清仓 |
| MGA | MGA | $0 | 0.00% | 0 | -200 | -100.0% | -$1.05万 | 清仓 |
| COHR | COHR | $0 | 0.00% | 0 | -50 | -100.0% | -$1.02万 | 清仓 |
| U | U | $0 | 0.00% | 0 | -400 | -100.0% | -$9,238 | 清仓 |
| PEGA | PEGA | $0 | 0.00% | 0 | -200 | -100.0% | -$7,710 | 清仓 |
| SERV | SERV | $0 | 0.00% | 0 | -500 | -100.0% | -$4,613 | 清仓 |
| ESTC | ESTC | $0 | 0.00% | 0 | -78 | -100.0% | -$4,516 | 清仓 |
| STZ | STZ | $0 | 0.00% | 0 | -10 | -100.0% | -$1,651 | 清仓 |
| NVS | NVS | $0 | 0.00% | 0 | -7 | -100.0% | -$1,081 | 清仓 |
| AMC | AMC | $0 | 0.00% | 0 | -600 | -100.0% | -$846 | 清仓 |
| SPLV | SPLV | $0 | 0.00% | 0 | -6 | -100.0% | -$440 | 清仓 |
| IRDM | IRDM | $0 | 0.00% | 0 | -13 | -100.0% | -$247 | 清仓 |
| MSTR | MSTR | $0 | 0.00% | 0 | -1 | -100.0% | -$110 | 清仓 |
| PATH | PATH | $0 | 0.00% | 0 | -8 | -100.0% | -$97 | 清仓 |
| — | NGD | $0 | 0.00% | 0 | -9 | -100.0% | -$86 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| — | TIGER REEF INC | $0 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NEOMEDIA TECHNOLOGIES IN | $0 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TRANSPORTATION & LOGISTI | $0 | 0.00% | 600 | 600 | — | — | 新建仓 |
| — | BLOCKQUARRY CORP | $0 | 0.00% | 100 | 100 | — | — | 新建仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC CLASS CLASS A | $28 | 0.00% | 1 | -18 | -94.7% | -$504 | 减仓 |
| — | BATTALION OIL CORP | $38 | 0.00% | 10 | 10 | — | $38 | 新建仓 |
| — | BEYOND MEAT INC | $45 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $50 | 0.00% | 2 | 1 | 100.0% | $25 | 加仓 |
| — | CAPSTONE ENERGY INC | $50 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $53 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $53 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VWO | V2X INC | $63 | 0.00% | 1 | -35 | -97.2% | -$2,205 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $67 | 0.00% | 6 | -2 | -25.0% | -$22 | 减仓 |
| CDE | COEUR MNG INC | $70 | 0.00% | 4 | 4 | — | $70 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $72 | 0.00% | 3 | -1 | -25.0% | -$24 | 减仓 |
| — | NEWMONT CORP | $109 | 0.00% | 1 | 1 | — | $109 | 新建仓 |
| — | ATARA BIOTHERAPEUTICS IN | $116 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | STRIVE INC | $116 | 0.00% | 8 | -156 | -95.1% | -$2,262 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $121 | 0.00% | 2 | -3 | -60.0% | -$182 | 减仓 |
| LDOS | LEIDOS HLDGS INC | $144 | 0.00% | 1 | 1 | — | $144 | 新建仓 |
| PLUG | PLUG PWR INC | $149 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $178 | 0.00% | 5 | -1 | -16.7% | -$36 | 减仓 |
| TEM | TEMPUS AI INC CLASS CLASS A | $204 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $205 | 0.00% | 2 | 1 | 100.0% | $102 | 加仓 |
| AI | C3 AI INC CLASS A | $224 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $236 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INCLASS CLASS A | $283 | 0.00% | 3 | 3 | — | $283 | 新建仓 |
| DXYZ | DESTINY TECH 100 INC | $291 | 0.00% | 10 | -200 | -95.2% | -$5,820 | 减仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $294 | 0.00% | 9 | -4 | -30.8% | -$131 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $298 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $349 | 0.00% | 3 | 1 | 50.0% | $116 | 加仓 |
| XYZ | BLOCK INC A CLASS CLASS A | $350 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC CLASS CLASS B | $377 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $403 | 0.00% | 16 | 2 | 14.3% | $50 | 加仓 |
| — | LUCID GROUP INC | $427 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | INSEEGO CORP | $435 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET LAB CORP CLASS CLASS A | $470 | 0.00% | 33 | 25 | 312.5% | $356 | 加仓 |
| CACI | CACI INTL INC CLASS CLASS A | $510 | 0.00% | 1 | 1 | — | $510 | 新建仓 |
| BB | BLACKBERRY LTD F | $516 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $543 | 0.00% | 47 | 18 | 62.1% | $208 | 加仓 |
| DRS | LEONARDO DRS INC | $558 | 0.00% | 14 | 8 | 133.3% | $319 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $643 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $669 | 0.00% | 3 | -416 | -99.3% | -$9.28万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN C | $788 | 0.00% | 203 | 203 | — | $788 | 新建仓 |
| — | BAKKT INC CLASS A | $860 | 0.00% | 100 | -93 | -48.2% | -$800 | 减仓 |
| SLV | ISHARES SILVER TRUST | $860 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP CLASS A | $872 | 0.00% | 125 | -20 | -13.8% | -$140 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $875 | 0.00% | 15 | -1 | -6.2% | -$58 | 减仓 |
| GRAB | GRAB HLDGS LTD FCLASS CLASS A | $887 | 0.00% | 231 | -89 | -27.8% | -$342 | 减仓 |
| BN | BROOKFIELD CORP FCLASS A | $972 | 0.00% | 22 | 22 | — | $972 | 新建仓 |
| — | GLADSTONE CAP CORP EQUITCLASS EQUITY | $985 | 0.00% | 54 | 2 | 3.8% | $36 | 加仓 |
| VXF | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $1,046 | 0.00% | 18 | 12 | 200.0% | $697 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOL | $1,054 | 0.00% | 51 | 1 | 2.0% | $21 | 加仓 |
| — | VERITONE INC | $1,059 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,068 | 0.00% | 11 | -9 | -45.0% | -$874 | 减仓 |
| MBC | MASTERBRAND INC | $1,264 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1,301 | 0.00% | 56 | -56 | -50.0% | -$1,301 | 减仓 |
| XAGG | COINSHARES BITCOIN MINING ETF | $1,331 | 0.00% | 29 | -1,102 | -97.4% | -$5.06万 | 减仓 |
| — | CITROTECH INC. | $1,386 | 0.00% | 216 | 0 | 0.0% | — | 重新持有 |
| ACHR | ARCHER AVIATION INC CLASS A | $1,463 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,571 | 0.00% | 26 | -26 | -50.0% | -$1,571 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $1,577 | 0.00% | 31 | -7 | -18.4% | -$356 | 减仓 |
| CEPO | CANTOR EQUITY PARTNERS FCLASS A | $1,665 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,790 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,791 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $1,815 | 0.00% | 13 | 13 | — | $1,815 | 新建仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,874 | 0.00% | 14 | 10 | 250.0% | $1,339 | 加仓 |
| — | XTI AEROSPACE INC | $1,925 | 0.00% | 1,000 | 1,000 | — | $1,925 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2,001 | 0.00% | 24 | 24 | — | $2,001 | 新建仓 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $2,140 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $2,154 | 0.00% | 28 | 1 | 3.7% | $77 | 加仓 |
| WULF | TERAWULF INC | $2,517 | 0.00% | 124 | 97 | 359.3% | $1,969 | 加仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $2,523 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME | $2,550 | 0.00% | 209 | -5 | -2.3% | -$61 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2,613 | 0.00% | 51 | 51 | — | $2,613 | 新建仓 |
| CCL | CARNIVAL CORP F | $2,653 | 0.00% | 101 | 1 | 1.0% | $26 | 加仓 |