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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A F | $1.70万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $1.69万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO. A CLASS CLASS A | $1.68万 | 0.02% | 247 | 2 | 0.8% | $136 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $1.67万 | 0.02% | 101 | 1 | 1.0% | $165 | 加仓 |
| WMB | WILLIAMS COS INC | $1.59万 | 0.02% | 218 | -162 | -42.6% | -$1.18万 | 减仓 |
| SUN | SUNOCO LP LP | $1.58万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.56万 | 0.02% | 199 | -200 | -50.1% | -$1.57万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.55万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC F | $1.54万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.54万 | 0.02% | 60 | 2 | 3.4% | $515 | 加仓 |
| DUOL | DUOLINGO INC CLASS A | $1.54万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $1.53万 | 0.02% | 254 | 2 | 0.8% | $120 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $1.47万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.45万 | 0.02% | 175 | 156 | 821.1% | $1.30万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $1.44万 | 0.02% | 821 | 221 | 36.8% | $3,886 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.43万 | 0.02% | 283 | 283 | — | $1.43万 | 新建仓 |
| AGNC | AGNC INVT CORP REIT | $1.43万 | 0.02% | 1,288 | 43 | 3.5% | $477 | 加仓 |
| — | PRINCIPAL REAL ESTATE IN | $1.43万 | 0.02% | 1,421 | 30 | 2.2% | $301 | 加仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $1.43万 | 0.02% | 228 | -326 | -58.8% | -$2.04万 | 减仓 |
| METC | RAMACO RES INC CLASS CLASS A | $1.42万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS CLASS A | $1.42万 | 0.02% | 50 | 2 | 4.2% | $567 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $1.37万 | 0.02% | 97 | -10 | -9.3% | -$1,408 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $1.35万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| QQA | INVESCO QQQ INCOME ADVANTAGE ETF | $1.35万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.34万 | 0.02% | 40 | 1 | 2.6% | $335 | 加仓 |
| FICO | FAIR ISAAC CORP | $1.32万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.30万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $1.29万 | 0.02% | 550 | -50 | -8.3% | -$1,177 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.29万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1.28万 | 0.02% | 40 | 1 | 2.6% | $320 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.27万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS CO INC F | $1.26万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1.25万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.25万 | 0.02% | 253 | -17 | -6.3% | -$842 | 减仓 |
| D | DOMINION ENERGY INC | $1.25万 | 0.02% | 197 | 2 | 1.0% | $127 | 加仓 |
| TRV | TRAVELERS COS INC | $1.24万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| MP | MP MATLS CORP CLASS CLASS A | $1.24万 | 0.01% | 201 | 1 | 0.5% | $62 | 加仓 |
| BA | BOEING CO | $1.23万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $1.23万 | 0.01% | 263 | 5 | 1.9% | $233 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.22万 | 0.01% | 256 | 2 | 0.8% | $96 | 加仓 |
| POOL | POOL CORP | $1.21万 | 0.01% | 56 | 2 | 3.7% | $433 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $1.20万 | 0.01% | 64 | -9 | -12.3% | -$1,694 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.01% | 37 | 1 | 2.8% | $325 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1.20万 | 0.01% | 338 | 2 | 0.6% | $71 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.19万 | 0.01% | 79 | 1 | 1.3% | $150 | 加仓 |
| NXE | NEXGEN ENERGY LTD F | $1.18万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS I | $1.15万 | 0.01% | 36 | -2 | -5.3% | -$641 | 减仓 |
| HAS | HASBRO INC | $1.15万 | 0.01% | 121 | 1 | 0.8% | $95 | 加仓 |
| FOX | FOX CORP CLASS CLASS B | $1.15万 | 0.01% | 203 | 2 | 1.0% | $113 | 加仓 |
| NRG | NRG ENERGY INC | $1.15万 | 0.01% | 74 | -7 | -8.6% | -$1,086 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.12万 | 0.01% | 400 | -396 | -49.7% | -$1.11万 | 减仓 |
| PFG | PRINCIPAL FINL GROUP INC | $1.11万 | 0.01% | 111 | 2 | 1.8% | $200 | 加仓 |
| HXL | HEXCEL CORP NEW | $1.10万 | 0.01% | 121 | 1 | 0.8% | $91 | 加仓 |
| GSLC | GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF | $1.10万 | 0.01% | 81 | 81 | — | $1.10万 | 新建仓 |
| E | ENI S P A F | $1.10万 | 0.01% | 201 | 101 | 101.0% | $5,526 | 加仓 |
| MCK | MCKESSON CORP | $1.09万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1.09万 | 0.01% | 42 | 42 | — | $1.09万 | 新建仓 |
| ALB | ALBEMARLE CORP | $1.09万 | 0.01% | 59 | 1 | 1.7% | $184 | 加仓 |
| LEN | LENNAR CORP CLASS A | $1.06万 | 0.01% | 115 | -74 | -39.2% | -$6,850 | 减仓 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $1.06万 | 0.01% | 121 | 121 | — | $1.06万 | 新建仓 |
| AES | AES CORP | $1.06万 | 0.01% | 731 | -244 | -25.0% | -$3,529 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1.04万 | 0.01% | 458 | 6 | 1.3% | $137 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.04万 | 0.01% | 54 | 2 | 3.8% | $385 | 加仓 |
| TRU | TRANSUNION | $1.02万 | 0.01% | 146 | 1 | 0.7% | $70 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS CLASS A | $1.01万 | 0.01% | 500 | 500 | — | $1.01万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $9,975 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9,777 | 0.01% | 166 | -143 | -46.3% | -$8,422 | 减仓 |
| KHC | KRAFT HEINZ CO | $9,772 | 0.01% | 439 | 9 | 2.1% | $200 | 加仓 |
| AKRE | AKRE FOCUS ETF | $9,408 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9,207 | 0.01% | 127 | 2 | 1.6% | $145 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $9,141 | 0.01% | 27 | 1 | 3.8% | $339 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $9,022 | 0.01% | 33 | -69 | -67.6% | -$1.89万 | 减仓 |
| XPRO | EXPRO GROUP HLDGS NV F | $9,000 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $8,987 | 0.01% | 115 | 2 | 1.8% | $156 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $8,978 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $8,914 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD F | $8,873 | 0.01% | 350 | -350 | -50.0% | -$8,873 | 减仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $8,584 | 0.01% | 98 | 2 | 2.1% | $175 | 加仓 |
| PSX | PHILLIPS 66 | $8,498 | 0.01% | 52 | -296 | -85.1% | -$4.84万 | 减仓 |
| — | BARON FINANCIALS ETF | $8,389 | 0.01% | 387 | 387 | — | $8,389 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8,343 | 0.01% | 49 | 49 | — | $8,343 | 新建仓 |
| YUM | YUM BRANDS INC | $8,130 | 0.01% | 52 | 1 | 2.0% | $156 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,051 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $8,023 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | $7,897 | 0.01% | 64 | 1 | 1.6% | $123 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7,880 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $7,770 | 0.01% | 96 | 1 | 1.1% | $81 | 加仓 |
| NIO | NIO INC F | $7,630 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $7,621 | 0.01% | 160 | 4 | 2.6% | $191 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $7,403 | 0.01% | 11 | 1 | 10.0% | $673 | 加仓 |
| PHM | PULTEGROUP INC | $7,341 | 0.01% | 59 | 1 | 1.7% | $124 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $7,296 | 0.01% | 92 | 92 | — | $7,296 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7,154 | 0.01% | 62 | 62 | — | $7,154 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $6,901 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $6,786 | 0.01% | 105 | 1 | 1.0% | $65 | 加仓 |
| IQV | IQVIA HLDGS INC | $6,541 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| — | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES | $6,534 | 0.01% | 151 | 1 | 0.7% | $43 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $6,462 | 0.01% | 22 | 1 | 4.8% | $294 | 加仓 |
| NKE | NIKE INC CLASS CLASS B | $6,087 | 0.01% | 136 | 1 | 0.7% | $45 | 加仓 |