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 |
|---|---|---|---|---|---|---|---|---|
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $14.61万 | 0.16% | 2,762 | -579 | -17.3% | -$3.06万 | 减仓 |
| RTX | RTX CORP | $14.59万 | 0.16% | 769 | -68 | -8.1% | -$1.29万 | 减仓 |
| — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $14.50万 | 0.16% | 1,700 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $14.48万 | 0.16% | 486 | 2 | 0.4% | $596 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $14.40万 | 0.16% | 1,047 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $14.15万 | 0.16% | 341 | 2 | 0.6% | $830 | 加仓 |
| — | ENB FINL CORP | $14.12万 | 0.16% | 5,000 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $14.09万 | 0.16% | 853 | 151 | 21.5% | $2.49万 | 加仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $13.81万 | 0.15% | 920 | -30 | -3.2% | -$4,504 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $13.65万 | 0.15% | 397 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $13.36万 | 0.15% | 1,286 | -48 | -3.6% | -$4,988 | 减仓 |
| WMT | WALMART INC | $12.86万 | 0.14% | 1,136 | 501 | 78.9% | $5.67万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $12.38万 | 0.14% | 2,390 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $12.36万 | 0.14% | 2,170 | -72 | -3.2% | -$4,101 | 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 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $12.19万 | 0.13% | 444 | -6 | -1.3% | -$1,647 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $12.15万 | 0.13% | 1,353 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $12.13万 | 0.13% | 1,870 | 12 | 0.6% | $778 | 加仓 |
| CSX | CSX CORP | $12.06万 | 0.13% | 2,538 | 1 | 0.0% | $48 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $11.80万 | 0.13% | 3,391 | 16 | 0.5% | $557 | 加仓 |
| FSLR | FIRST SOLAR INC | $11.80万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $11.64万 | 0.13% | 1,585 | -275 | -14.8% | -$2.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $11.52万 | 0.13% | 341 | -14 | -3.9% | -$4,728 | 减仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $11.46万 | 0.13% | 3,605 | -260 | -6.7% | -$8,263 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $11.10万 | 0.12% | 2,368 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $11.04万 | 0.12% | 94 | 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 |
| V | VISA INC CLASS A | $10.98万 | 0.12% | 320 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $10.75万 | 0.12% | 2,385 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $10.72万 | 0.12% | 733 | 1 | 0.1% | $146 | 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 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $10.61万 | 0.12% | 1,101 | 10 | 0.9% | $964 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $10.35万 | 0.11% | 16,000 | -3,000 | -15.8% | -$1.94万 | 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 |
| CCI | CROWN CASTLE INC REIT REIT | $10.26万 | 0.11% | 1,355 | -100 | -6.9% | -$7,573 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $10.07万 | 0.11% | 1,880 | 3 | 0.2% | $161 | 加仓 |
| BBRE | JPMORGAN BETABUILDERS MSCI U.S. REIT ETF | $9.92万 | 0.11% | 925 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $9.90万 | 0.11% | 1,195 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $9.73万 | 0.11% | 657 | 2 | 0.3% | $296 | 加仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $9.72万 | 0.11% | 1,736 | 1,736 | — | $9.72万 | 新建仓 |
| GWW | GRAINGER W W INC | $9.45万 | 0.10% | 70 | 0 | 0.0% | — | 不变 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $9.06万 | 0.10% | 3,864 | 3,864 | — | $9.06万 | 新建仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $9.02万 | 0.10% | 1,206 | 206 | 20.6% | $1.54万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8.88万 | 0.10% | 261 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.71万 | 0.10% | 644 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | $8.33万 | 0.09% | 2,207 | 4 | 0.2% | $151 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8.30万 | 0.09% | 1,150 | 250 | 27.8% | $1.80万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $8.27万 | 0.09% | 943 | 2 | 0.2% | $175 | 加仓 |
| SHOP | SHOPIFY INC FCLASS A | $8.22万 | 0.09% | 720 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8.03万 | 0.09% | 1,765 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $7.87万 | 0.09% | 9,867 | -25 | -0.3% | -$199 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME | $7.77万 | 0.09% | 4,651 | 112 | 2.5% | $1,870 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $7.56万 | 0.08% | 149 | -8 | -5.1% | -$4,060 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.56万 | 0.08% | 454 | 96 | 26.8% | $1.60万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $7.39万 | 0.08% | 202 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $6.99万 | 0.08% | 835 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $6.77万 | 0.07% | 366 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $6.63万 | 0.07% | 719 | 2 | 0.3% | $185 | 加仓 |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | $6.63万 | 0.07% | 3,577 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $6.51万 | 0.07% | 954 | 757 | 384.3% | $5.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $6.50万 | 0.07% | 637 | 1 | 0.2% | $102 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $6.30万 | 0.07% | 884 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $6.25万 | 0.07% | 875 | 105 | 13.6% | $7,497 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $6.22万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $6.11万 | 0.07% | 850 | 12 | 1.4% | $863 | 加仓 |
| T | AT&T INC | $6.07万 | 0.07% | 2,931 | 6 | 0.2% | $124 | 加仓 |
| — | ISHARES U.S. AEROSPACE &DEFENSE ETF | $5.90万 | 0.07% | 244 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF | $5.85万 | 0.06% | 657 | 1 | 0.2% | $89 | 加仓 |
| KMX | CARMAX INC | $5.79万 | 0.06% | 1,095 | -80 | -6.8% | -$4,231 | 减仓 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $5.72万 | 0.06% | 602 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $5.66万 | 0.06% | 153 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NE | $5.61万 | 0.06% | 584 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $5.61万 | 0.06% | 491 | -850 | -63.4% | -$9.71万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $5.60万 | 0.06% | 520 | 2 | 0.4% | $216 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $5.54万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $5.53万 | 0.06% | 251 | 1 | 0.4% | $220 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.42万 | 0.06% | 271 | 1 | 0.4% | $200 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $5.27万 | 0.06% | 1,550 | -125 | -7.5% | -$4,250 | 减仓 |
| — | CALAMOS CEF INCOME & ARBITRAGE ETF | $5.26万 | 0.06% | 1,757 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5.16万 | 0.06% | 1,989 | -20 | -1.0% | -$519 | 减仓 |
| MPC | MARATHON PETE CORP | $5.08万 | 0.06% | 199 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $5.01万 | 0.06% | 102 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $4.92万 | 0.05% | 301 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEANEDGE GREEN ENERGY INDEX FUND | $4.81万 | 0.05% | 784 | -41 | -5.0% | -$2,514 | 减仓 |
| SO | SOUTHERN CO | $4.79万 | 0.05% | 500 | 500 | — | $4.79万 | 新建仓 |
| MCD | MCDONALDS CORP | $4.78万 | 0.05% | 177 | -10 | -5.3% | -$2,703 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $4.69万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $4.67万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $4.59万 | 0.05% | 1,205 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $4.59万 | 0.05% | 384 | -592 | -60.7% | -$7.08万 | 减仓 |
| LYV | LIVE NATION ENTMT INC | $4.58万 | 0.05% | 250 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $4.57万 | 0.05% | 350 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.57万 | 0.05% | 346 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $4.49万 | 0.05% | 256 | 1 | 0.4% | $175 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $4.31万 | 0.05% | 272 | 1 | 0.4% | $158 | 加仓 |
| CTVA | CORTEVA INC | $4.26万 | 0.05% | 503 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARE | $4.24万 | 0.05% | 1,577 | 8 | 0.5% | $215 | 加仓 |
| URI | UNITED RENTALS INC | $4.23万 | 0.05% | 38 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.19万 | 0.05% | 728 | 3 | 0.4% | $173 | 加仓 |
| HD | HOME DEPOT INC | $4.18万 | 0.05% | 119 | 1 | 0.8% | $351 | 加仓 |