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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $3.88万 | 0.05% | 118 | 0 | 0.0% | — | 不变 |
| CWBC | COMMUNITY WEST BANCSHARE | $3.79万 | 0.05% | 1,569 | 1,569 | — | $3.79万 | 新建仓 |
| SNPS | SYNOPSYS INC | $3.72万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP F | $3.71万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $3.68万 | 0.04% | 785 | -14 | -1.8% | -$656 | 减仓 |
| URI | UNITED RENTALS INC | $3.59万 | 0.04% | 38 | 1 | 2.7% | $944 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $3.55万 | 0.04% | 76 | 1 | 1.3% | $468 | 加仓 |
| EPR | EPR PPTYS REIT | $3.50万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC REIT | $3.48万 | 0.04% | 1,531 | 1 | 0.1% | $23 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $3.46万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $3.45万 | 0.04% | 344 | -18 | -5.0% | -$1,806 | 减仓 |
| DLTR | DOLLAR TREE INC | $3.44万 | 0.04% | 350 | -30 | -7.9% | -$2,946 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.42万 | 0.04% | 614 | -199 | -24.5% | -$1.11万 | 减仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $3.42万 | 0.04% | 251 | 1 | 0.4% | $136 | 加仓 |
| MDYG | ISHARES MBS ETF | $3.41万 | 0.04% | 342 | 114 | 50.0% | $1.14万 | 加仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $3.40万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $3.39万 | 0.04% | 103 | -2 | -1.9% | -$658 | 减仓 |
| DE | DEERE & CO | $3.32万 | 0.04% | 59 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $3.26万 | 0.04% | 1,831 | 55 | 3.1% | $980 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.25万 | 0.04% | 70 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $3.17万 | 0.04% | 1,009 | 9 | 0.9% | $283 | 加仓 |
| EQIX | EQUINIX INC REIT | $3.16万 | 0.04% | 30 | 1 | 3.4% | $1,053 | 加仓 |
| SMR | NUSCALE PWR CORP CLASS A | $3.14万 | 0.04% | 2,675 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $3.13万 | 0.04% | 61 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.11万 | 0.04% | 200 | -200 | -50.0% | -$3.11万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $3.09万 | 0.04% | 265 | -50 | -15.9% | -$5,836 | 减仓 |
| ABT | ABBOTT LABS | $3.07万 | 0.04% | 328 | 2 | 0.6% | $187 | 加仓 |
| TJX | TJX COS INC NEW | $3.06万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $3.06万 | 0.04% | 3,304 | -857 | -20.6% | -$7,943 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $3.06万 | 0.04% | 357 | 3 | 0.8% | $257 | 加仓 |
| F | FORD MTR CO DEL | $3.05万 | 0.04% | 2,468 | 20 | 0.8% | $247 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.03万 | 0.04% | 53 | 1 | 1.9% | $572 | 加仓 |
| PKG | PACKAGING CORP AMER | $2.98万 | 0.04% | 142 | 2 | 1.4% | $419 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $2.91万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $2.88万 | 0.03% | 244 | 2 | 0.8% | $236 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2.84万 | 0.03% | 223 | 2 | 0.9% | $254 | 加仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $2.81万 | 0.03% | 1,089 | -983 | -47.4% | -$2.53万 | 减仓 |
| KO | THE COCA-COLA CO | $2.77万 | 0.03% | 347 | -52 | -13.0% | -$4,147 | 减仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $2.75万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS CLASS A | $2.75万 | 0.03% | 196 | -35 | -15.2% | -$4,903 | 减仓 |
| PAYX | PAYCHEX INC | $2.70万 | 0.03% | 297 | 5 | 1.7% | $454 | 加仓 |
| FTI | TECHNIPFMC PLC F | $2.64万 | 0.03% | 353 | -15 | -4.1% | -$1,122 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.63万 | 0.03% | 69 | 1 | 1.5% | $381 | 加仓 |
| ECG | EVERUS CONSTR GROUP INC | $2.61万 | 0.03% | 192 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS CLASS A | $2.58万 | 0.03% | 443 | 3 | 0.7% | $175 | 加仓 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.54万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| — | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $2.53万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY CL E REIT | $2.51万 | 0.03% | 1,198 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $2.49万 | 0.03% | 403 | 3 | 0.8% | $186 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $2.49万 | 0.03% | 51 | 1 | 2.0% | $489 | 加仓 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND | $2.48万 | 0.03% | 456 | -450 | -49.7% | -$2.45万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.47万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $2.45万 | 0.03% | 41 | 1 | 2.5% | $597 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $2.41万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS CLASS A | $2.41万 | 0.03% | 206 | 2 | 1.0% | $234 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.39万 | 0.03% | 106 | 81 | 324.0% | $1.83万 | 加仓 |
| BRRR | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $2.39万 | 0.03% | 1,250 | 1,180 | 1,685.7% | $2.26万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.35万 | 0.03% | 273 | -474 | -63.5% | -$4.08万 | 减仓 |
| UNP | UNION PAC CORP | $2.31万 | 0.03% | 86 | 1 | 1.2% | $269 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $2.30万 | 0.03% | 896 | 896 | — | $2.30万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.24万 | 0.03% | 701 | 2 | 0.3% | $64 | 加仓 |
| GLD | SPDR GOLD SHARES | $2.24万 | 0.03% | 53 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $2.21万 | 0.03% | 300 | 110 | 57.9% | $8,090 | 加仓 |
| MSCI | MSCI INC | $2.20万 | 0.03% | 37 | 1 | 2.8% | $593 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.19万 | 0.03% | 965 | 965 | — | $2.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.17万 | 0.03% | 24 | 5 | 26.3% | $4,526 | 加仓 |
| UNM | UNUM GROUP | $2.17万 | 0.03% | 279 | 1 | 0.4% | $78 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LIN | $2.15万 | 0.03% | 98 | 1 | 1.0% | $220 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.15万 | 0.03% | 204 | 204 | — | $2.15万 | 新建仓 |
| NDAQ | NASDAQ INC | $2.15万 | 0.03% | 238 | 2 | 0.8% | $181 | 加仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $2.14万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC CLASS CLASS A | $2.12万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLOUD COMPUTINGETF | $2.09万 | 0.03% | 1,056 | 1 | 0.1% | $20 | 加仓 |
| VYM | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $2.09万 | 0.03% | 256 | -2,603 | -91.0% | -$21.21万 | 减仓 |
| TMUS | T-MOBILE US INC | $2.07万 | 0.02% | 112 | 71 | 173.2% | $1.31万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.06万 | 0.02% | 359 | 4 | 1.1% | $229 | 加仓 |
| AZN | ASTRAZENECA PLC F | $2.05万 | 0.02% | 110 | 55 | 100.0% | $1.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $1.99万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1.98万 | 0.02% | 65 | 2 | 3.2% | $608 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.96万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.96万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.94万 | 0.02% | 42 | 2 | 5.0% | $922 | 加仓 |
| — | PGIM SHORT DURATION HIGH | $1.93万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $1.93万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $1.93万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM MINI STAKING ETF | $1.92万 | 0.02% | 885 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1.91万 | 0.02% | 59 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.91万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $1.87万 | 0.02% | 321 | 1 | 0.3% | $58 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.82万 | 0.02% | 220 | -220 | -50.0% | -$1.82万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $1.80万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR REIT | $1.80万 | 0.02% | 1,485 | 34 | 2.3% | $413 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $1.79万 | 0.02% | 50 | 5 | 11.1% | $1,788 | 加仓 |
| ADBE | ADOBE INC | $1.79万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.76万 | 0.02% | 46 | -2 | -4.2% | -$765 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP REIT | $1.75万 | 0.02% | 81 | 1 | 1.2% | $216 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.71万 | 0.02% | 148 | 2 | 1.4% | $231 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.70万 | 0.02% | 201 | 2 | 1.0% | $169 | 加仓 |
| KNF | KNIFE RIV CORP | $1.70万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A | $1.70万 | 0.02% | 300 | 300 | — | $1.70万 | 新建仓 |