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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $13.70万 | 0.16% | 1,860 | 195 | 11.7% | $1.44万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $13.46万 | 0.16% | 1,047 | 1 | 0.1% | $129 | 加仓 |
| QCOM | QUALCOMM INC | $13.36万 | 0.16% | 893 | 5 | 0.6% | $748 | 加仓 |
| 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 |
| — | BARON TECHNOLOGY ETF | $13.07万 | 0.16% | 4,917 | -200 | -3.9% | -$5,318 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $12.96万 | 0.16% | 397 | -397 | -50.0% | -$12.96万 | 减仓 |
| TXN | TEXAS INSTRS INC | $12.91万 | 0.16% | 484 | 4 | 0.8% | $1,067 | 加仓 |
| — | ENB FINL CORP | $12.78万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $12.59万 | 0.15% | 3,865 | 3,865 | — | $12.59万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.47万 | 0.15% | 339 | 3 | 0.9% | $1,104 | 加仓 |
| LLY | ELI LILLY AND CO | $12.39万 | 0.15% | 144 | 3 | 2.1% | $2,581 | 加仓 |
| CCI | CROWN CASTLE INC REIT REIT | $12.37万 | 0.15% | 1,455 | 858 | 143.7% | $7.29万 | 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 |
| BAC | BANK OF AMERICA CORP | $11.86万 | 0.14% | 2,242 | 1,414 | 170.8% | $7.48万 | 加仓 |
| CSCO | CISCO SYS INC | $11.64万 | 0.14% | 1,347 | -3 | -0.2% | -$259 | 减仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $11.64万 | 0.14% | 1,858 | 12 | 0.7% | $752 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $11.57万 | 0.14% | 450 | -239 | -34.7% | -$6.15万 | 减仓 |
| CSX | CSX CORP | $11.51万 | 0.14% | 2,537 | 10 | 0.4% | $454 | 加仓 |
| GE | GE AEROSPACE | $11.45万 | 0.14% | 402 | -200 | -33.2% | -$5.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $11.30万 | 0.14% | 355 | 12 | 3.5% | $3,820 | 加仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $11.12万 | 0.13% | 2,368 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $10.75万 | 0.13% | 3,375 | -3,325 | -49.6% | -$10.59万 | 减仓 |
| — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $10.74万 | 0.13% | 1,700 | 1,700 | — | $10.74万 | 新建仓 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $10.52万 | 0.13% | 2,385 | -182 | -7.1% | -$8,026 | 减仓 |
| LRCX | LAM RESH CORP | $10.43万 | 0.13% | 423 | -93 | -18.0% | -$2.29万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $10.43万 | 0.13% | 1,765 | -125 | -6.6% | -$7,387 | 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 |
| BITO | PROSHARES BITCOIN ETF | $10.31万 | 0.12% | 9,892 | -2,272 | -18.7% | -$2.37万 | 减仓 |
| PEP | PEPSICO INC | $10.14万 | 0.12% | 644 | 3 | 0.5% | $472 | 加仓 |
| GEV | GE VERNOVA INC | $10.13万 | 0.12% | 94 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $9.95万 | 0.12% | 320 | 2 | 0.6% | $622 | 加仓 |
| FSLR | FIRST SOLAR INC | $9.84万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $9.82万 | 0.12% | 732 | 1 | 0.1% | $134 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $9.76万 | 0.12% | 1,877 | -1,463 | -43.8% | -$7.61万 | 减仓 |
| — | SCULLY RTY LTD F | $9.63万 | 0.12% | 14,964 | 0 | 0.0% | — | 不变 |
| BBRE | JPMORGAN BETABUILDERS MSCI U.S. REIT ETF | $9.53万 | 0.11% | 925 | 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 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.21万 | 0.11% | 1,195 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $9.09万 | 0.11% | 1,353 | 3 | 0.2% | $202 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9.06万 | 0.11% | 941 | 3 | 0.3% | $289 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $9.01万 | 0.11% | 702 | 1 | 0.1% | $128 | 加仓 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $8.90万 | 0.11% | 720 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $8.89万 | 0.11% | 655 | -9 | -1.4% | -$1,221 | 减仓 |
| VGT | VANGUARD INTER-TERM TREAS INDEX FD | $8.51万 | 0.10% | 122 | 26 | 27.1% | $1.81万 | 加仓 |
| WMT | WALMART INC | $8.11万 | 0.10% | 635 | 307 | 93.6% | $3.92万 | 加仓 |
| GWW | GRAINGER W W INC | $7.99万 | 0.10% | 70 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME | $7.93万 | 0.10% | 4,539 | -458 | -9.2% | -$8,003 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7.93万 | 0.10% | 157 | 72 | 84.7% | $3.64万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | $7.68万 | 0.09% | 2,203 | 1,004 | 83.7% | $3.50万 | 加仓 |
| T | AT&T INC | $7.63万 | 0.09% | 2,925 | 1 | 0.0% | $26 | 加仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.45万 | 0.09% | 1,800 | -309 | -14.7% | -$1.28万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $7.09万 | 0.09% | 202 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $7.04万 | 0.08% | 1,000 | 2 | 0.2% | $141 | 加仓 |
| NFLX | NETFLIX INC | $6.99万 | 0.08% | 770 | 150 | 24.2% | $1.36万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6.76万 | 0.08% | 2,009 | -12 | -0.6% | -$404 | 减仓 |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | $6.73万 | 0.08% | 3,577 | 95 | 2.7% | $1,787 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $6.71万 | 0.08% | 900 | -200 | -18.2% | -$1.49万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $6.65万 | 0.08% | 835 | -835 | -50.0% | -$6.65万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $6.53万 | 0.08% | 717 | 52 | 7.8% | $4,739 | 加仓 |
| VHT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $6.35万 | 0.08% | 475 | 295 | 163.9% | $3.95万 | 加仓 |
| SBUX | STARBUCKS CORP | $6.15万 | 0.07% | 636 | 18 | 2.9% | $1,740 | 加仓 |
| CINF | CINCINNATI FINL CORP | $6.10万 | 0.07% | 366 | 41 | 12.6% | $6,836 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6.07万 | 0.07% | 358 | 217 | 153.9% | $3.68万 | 加仓 |
| LOW | LOWES COS INC | $6.02万 | 0.07% | 250 | -3 | -1.2% | -$723 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $5.98万 | 0.07% | 884 | -884 | -50.0% | -$5.98万 | 减仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $5.85万 | 0.07% | 1,000 | -200 | -16.7% | -$1.17万 | 减仓 |
| MO | ALTRIA GROUP INC | $5.70万 | 0.07% | 838 | 1 | 0.1% | $68 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $5.67万 | 0.07% | 965 | 3 | 0.3% | $176 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $5.56万 | 0.07% | 1,675 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $5.47万 | 0.07% | 187 | 2 | 1.1% | $585 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $5.35万 | 0.06% | 153 | -153 | -50.0% | -$5.35万 | 减仓 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $5.33万 | 0.06% | 656 | -251 | -27.7% | -$2.04万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.22万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES U.S. AEROSPACE &DEFENSE ETF | $5.20万 | 0.06% | 244 | 2 | 0.8% | $426 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.19万 | 0.06% | 270 | -33 | -10.9% | -$6,340 | 减仓 |
| — | CALAMOS CEF INCOME & ARBITRAGE ETF | $5.13万 | 0.06% | 1,757 | 1,757 | — | $5.13万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $5.08万 | 0.06% | 255 | 1 | 0.4% | $199 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $5.03万 | 0.06% | 518 | 3 | 0.6% | $291 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC F | $4.89万 | 0.06% | 102 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4.79万 | 0.06% | 261 | -1 | -0.4% | -$184 | 减仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $4.76万 | 0.06% | 602 | -601 | -50.0% | -$4.75万 | 减仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $4.63万 | 0.06% | 231 | -261 | -53.0% | -$5.23万 | 减仓 |
| MPC | MARATHON PETE CORP | $4.58万 | 0.06% | 199 | 1 | 0.5% | $230 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NE | $4.55万 | 0.05% | 584 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND | $4.53万 | 0.05% | 825 | -539 | -39.5% | -$2.96万 | 减仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $4.52万 | 0.05% | 350 | -50 | -12.5% | -$6,450 | 减仓 |
| KMX | CARMAX INC | $4.50万 | 0.05% | 1,175 | 875 | 291.7% | $3.35万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.48万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4.37万 | 0.05% | 1,644 | 19 | 1.2% | $505 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.37万 | 0.05% | 346 | 1 | 0.3% | $126 | 加仓 |
| PCG | PG&E CORP | $4.22万 | 0.05% | 2,566 | 6 | 0.2% | $99 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.21万 | 0.05% | 725 | -19 | -2.6% | -$1,102 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $4.20万 | 0.05% | 301 | 1 | 0.3% | $140 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $4.09万 | 0.05% | 1,645 | -1,645 | -50.0% | -$4.09万 | 减仓 |
| DIS | DISNEY WALT CO | $3.96万 | 0.05% | 390 | 1 | 0.3% | $102 | 加仓 |
| CTVA | CORTEVA INC | $3.96万 | 0.05% | 503 | 2 | 0.4% | $157 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.91万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $3.91万 | 0.05% | 1,205 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $3.91万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $3.88万 | 0.05% | 271 | -151 | -35.8% | -$2.16万 | 减仓 |