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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF | $4.06万 | 0.04% | 1,645 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $3.97万 | 0.04% | 1,648 | 4 | 0.2% | $96 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $3.80万 | 0.04% | 76 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.75万 | 0.04% | 390 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $3.74万 | 0.04% | 59 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $3.71万 | 0.04% | 336 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $3.63万 | 0.04% | 300 | -50 | -14.3% | -$6,048 | 减仓 |
| SPGI | S&P GLOBAL INC | $3.58万 | 0.04% | 88 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC REIT | $3.53万 | 0.04% | 1,578 | 47 | 3.1% | $1,051 | 加仓 |
| CB | CHUBB LTD F | $3.48万 | 0.04% | 103 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $3.45万 | 0.04% | 344 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $3.45万 | 0.04% | 2,484 | 16 | 0.6% | $222 | 加仓 |
| SNPS | SYNOPSYS INC | $3.43万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $3.41万 | 0.04% | 15 | 15 | — | $3.41万 | 新建仓 |
| PCG | PG&E CORP | $3.38万 | 0.04% | 2,011 | -555 | -21.6% | -$9,331 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $3.38万 | 0.04% | 1,833 | 2 | 0.1% | $37 | 加仓 |
| PKG | PACKAGING CORP AMER | $3.36万 | 0.04% | 142 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $3.34万 | 0.04% | 450 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $3.34万 | 0.04% | 789 | 4 | 0.5% | $169 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.29万 | 0.04% | 359 | 2 | 0.6% | $183 | 加仓 |
| KO | THE COCA-COLA CO | $3.22万 | 0.04% | 397 | 50 | 14.4% | $4,060 | 加仓 |
| ECG | EVERUS CONSTR GROUP INC | $3.19万 | 0.04% | 192 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $3.17万 | 0.04% | 1,000 | -9 | -0.9% | -$285 | 减仓 |
| LIN | LINDE PLC F | $3.17万 | 0.04% | 61 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $3.10万 | 0.03% | 215 | -36 | -14.3% | -$5,198 | 减仓 |
| EQIX | EQUINIX INC REIT | $3.10万 | 0.03% | 30 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $3.10万 | 0.03% | 265 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.09万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP F | $3.06万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| XAGG | COINSHARES BITCOIN MINING ETF | $3.05万 | 0.03% | 605 | 576 | 1,986.2% | $2.90万 | 加仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $3.04万 | 0.03% | 244 | 244 | — | $3.04万 | 新建仓 |
| ABT | ABBOTT LABS | $3.00万 | 0.03% | 331 | 3 | 0.9% | $272 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $2.98万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $2.96万 | 0.03% | 404 | 1 | 0.2% | $73 | 加仓 |
| PAYX | PAYCHEX INC | $2.95万 | 0.03% | 300 | 3 | 1.0% | $295 | 加仓 |
| TJX | TJX COS INC NEW | $2.94万 | 0.03% | 194 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2.89万 | 0.03% | 700 | 700 | — | $2.89万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $2.82万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $2.78万 | 0.03% | 70 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.73万 | 0.03% | 69 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $2.72万 | 0.03% | 91 | -384 | -80.8% | -$11.47万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.71万 | 0.03% | 54 | 1 | 1.9% | $501 | 加仓 |
| SDIV | GLOBAL X SUPERDIVIDEND ETF | $2.70万 | 0.03% | 1,104 | 15 | 1.4% | $367 | 加仓 |
| SMR | NUSCALE PWR CORP CLASS A | $2.68万 | 0.03% | 2,675 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTIONETF | $2.68万 | 0.03% | 245 | 1 | 0.4% | $109 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $2.65万 | 0.03% | 51 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.63万 | 0.03% | 75 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.56万 | 0.03% | 229 | -113 | -33.0% | -$1.27万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $2.56万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $2.56万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| — | VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES | $2.54万 | 0.03% | 369 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2.54万 | 0.03% | 702 | 1 | 0.1% | $36 | 加仓 |
| UNM | UNUM GROUP | $2.49万 | 0.03% | 279 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR U.S. TIPSINDEX EXCHANGE-TRADED FUND | $2.47万 | 0.03% | 464 | 8 | 1.8% | $426 | 加仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $2.46万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2.44万 | 0.03% | 414 | -200 | -32.6% | -$1.18万 | 减仓 |
| — | GLOBAL X CLOUD COMPUTINGETF | $2.40万 | 0.03% | 1,056 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.37万 | 0.03% | 24 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $2.36万 | 0.03% | 310 | 10 | 3.3% | $762 | 加仓 |
| WM | WASTE MGMT INC DEL | $2.35万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.34万 | 0.03% | 86 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.34万 | 0.03% | 143 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2.33万 | 0.03% | 270 | -3 | -1.1% | -$259 | 减仓 |
| MLM | MARTIN MARIETTA MATLS IN | $2.32万 | 0.03% | 41 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $2.30万 | 0.03% | 150 | 150 | — | $2.30万 | 新建仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | $2.29万 | 0.03% | 896 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2.28万 | 0.03% | 65 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.26万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.24万 | 0.02% | 216 | 116 | 116.0% | $1.21万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $2.23万 | 0.02% | 126 | -3,024 | -96.0% | -$53.49万 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $2.22万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.18万 | 0.02% | 965 | 0 | 0.0% | — | 不变 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $2.15万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $2.14万 | 0.02% | 250 | 247 | 8,233.3% | $2.11万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LIN | $2.12万 | 0.02% | 98 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $2.09万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.08万 | 0.02% | 361 | 2 | 0.6% | $115 | 加仓 |
| MSCI | MSCI INC | $2.07万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $2.05万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $2.03万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $2.02万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNO | $2.02万 | 0.02% | 2,604 | -700 | -21.2% | -$5,418 | 减仓 |
| CRWV | COREWEAVE INC CLASS A | $1.99万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC CLASS A | $1.97万 | 0.02% | 138 | -58 | -29.6% | -$8,300 | 减仓 |
| — | PGIM SHORT DURATION HIGH | $1.97万 | 0.02% | 1,204 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.96万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $1.96万 | 0.02% | 100 | -131 | -56.7% | -$2.56万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1.95万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $1.94万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.87万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.87万 | 0.02% | 112 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1.87万 | 0.02% | 59 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.86万 | 0.02% | 500 | 500 | — | $1.86万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $1.85万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.84万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.84万 | 0.02% | 41 | -1 | -2.4% | -$449 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1.84万 | 0.02% | 202 | 1 | 0.5% | $91 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.84万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $1.83万 | 0.02% | 48 | -2 | -4.0% | -$761 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.81万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |