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 |
|---|---|---|---|---|---|---|---|---|
| — | SCULLY RTY LTD F | $0 | 0.00% | 14,964 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC F | $0 | 0.00% | 0 | -353 | -100.0% | -$2.64万 | 清仓 |
| — | PEAKSTONE REALTY CL E REIT | $0 | 0.00% | 0 | -1,198 | -100.0% | -$2.51万 | 清仓 |
| BRRR | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,250 | -100.0% | -$2.39万 | 清仓 |
| SYM | SYMBOTIC INC CLASS A | $0 | 0.00% | 0 | -300 | -100.0% | -$1.70万 | 清仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -199 | -100.0% | -$1.56万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -95 | -100.0% | -$1.30万 | 清仓 |
| E | ENI S P A F | $0 | 0.00% | 0 | -201 | -100.0% | -$1.10万 | 清仓 |
| — | BARON FINANCIALS ETF | $0 | 0.00% | 0 | -387 | -100.0% | -$8,389 | 清仓 |
| — | GLOBAL X LITHIUM & BATTERY TECH ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$3,790 | 清仓 |
| BLSH | BULLISH F | $0 | 0.00% | 0 | -75 | -100.0% | -$2,956 | 清仓 |
| — | 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 | $1 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | BLOCKQUARRY CORP | $1 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $14 | 0.00% | 58 | 58 | — | $14 | 新建仓 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $17 | 0.00% | 58 | 58 | — | $17 | 新建仓 |
| — | CAPSTONE ENERGY INC | $19 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | LUCID GROUP INC | $21 | 0.00% | 3 | -70 | -95.9% | -$490 | 减仓 |
| — | BATTALION OIL CORP | $21 | 0.00% | 16 | 6 | 60.0% | $8 | 加仓 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| — | NIOCORP DEVS LTD F | $25 | 0.00% | 5 | 5 | — | $25 | 新建仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 | $29 | 0.00% | 58 | 58 | — | $29 | 新建仓 |
| — | GCT SEMICONDUCTOR HO | $30 | 0.00% | 10 | 10 | — | $30 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC CLASS A | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $38 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $39 | 0.00% | 1 | -8 | -88.9% | -$312 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $44 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $47 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $61 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $66 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | STRIVE INC | $88 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $97 | 0.00% | 4 | 1 | 33.3% | $24 | 加仓 |
| ONDS | ONDAS INC | $99 | 0.00% | 12 | 12 | — | $99 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET LAB CORP CLASS A | $126 | 0.00% | 8 | -25 | -75.8% | -$394 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INCLASS A | $126 | 0.00% | 2 | -1 | -33.3% | -$63 | 减仓 |
| PLUG | PLUG PWR INC | $133 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $150 | 0.00% | 2 | 2 | — | $150 | 新建仓 |
| DRS | LEONARDO DRS INC | $171 | 0.00% | 4 | -10 | -71.4% | -$428 | 减仓 |
| VST | VISTRA CORP | $203 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $208 | 0.00% | 6 | 1 | 20.0% | $35 | 加仓 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $227 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CLASS A | $232 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $235 | 0.00% | 2 | -1 | -33.3% | -$118 | 减仓 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $243 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CLASS A | $255 | 0.00% | 28 | 3 | 12.0% | $27 | 加仓 |
| DXYZ | DESTINY TECH 100 INC | $258 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ATARA BIOTHERAPEUTICS IN | $276 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | NEWMONT CORP | $281 | 0.00% | 3 | 2 | 200.0% | $187 | 加仓 |
| — | INSEEGO CORP | $310 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC CLASS B | $317 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HLDGS LTD FCLASS A | $355 | 0.00% | 94 | -137 | -59.3% | -$517 | 减仓 |
| BN | BROOKFIELD CORP FCLASS A | $384 | 0.00% | 9 | -13 | -59.1% | -$555 | 减仓 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $438 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS A | $456 | 0.00% | 6 | 1 | 20.0% | $76 | 加仓 |
| CACI | CACI INTL INC CLASS CLASS A | $464 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $568 | 0.00% | 39 | -8 | -17.0% | -$117 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOL | $666 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $677 | 0.00% | 13 | -18 | -58.1% | -$937 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $684 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $685 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $696 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $739 | 0.00% | 3 | -15 | -83.3% | -$3,695 | 减仓 |
| — | BAKKT INC CLASS A | $781 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $836 | 0.00% | 14 | 13 | 1,300.0% | $776 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP CLASS A | $945 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN C | $985 | 0.00% | 209 | 6 | 3.0% | $28 | 加仓 |
| — | GLADSTONE CAP CORP EQUITCLASS EQUITY | $1,054 | 0.00% | 55 | 1 | 1.9% | $19 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,067 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CLASS A | $1,183 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | CITROTECH INC. | $1,193 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD F | $1,265 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1,296 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $1,347 | 0.00% | 446 | -254 | -36.3% | -$767 | 减仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,381 | 0.00% | 5 | -9 | -64.3% | -$2,486 | 减仓 |
| MBC | MASTERBRAND INC | $1,390 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,592 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $1,705 | 0.00% | 69 | -55 | -44.4% | -$1,359 | 减仓 |
| HIG | HARTFORD INS GROUP INC | $1,723 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,806 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $1,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $1,874 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD F | $1,875 | 0.00% | 41 | -24 | -36.9% | -$1,098 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $1,940 | 0.00% | 200 | 200 | — | $1,940 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,994 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS FCLASS A | $2,013 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE F | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $2,358 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME | $2,434 | 0.00% | 203 | -6 | -2.9% | -$72 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2,593 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $2,734 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $2,872 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2,875 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2,934 | 0.00% | 58 | -20 | -25.6% | -$1,012 | 减仓 |