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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.80万 | 0.02% | 296 | 130 | 78.3% | $7,889 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.74万 | 0.02% | 150 | 2 | 1.4% | $232 | 加仓 |
| RBA | RB GLOBAL INC F | $1.71万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $1.70万 | 0.02% | 255 | 1 | 0.4% | $67 | 加仓 |
| MP | MP MATLS CORP CLASS A | $1.69万 | 0.02% | 301 | 100 | 49.8% | $5,601 | 加仓 |
| PMT | PENNYMAC MTG INVT TR REIT | $1.67万 | 0.02% | 1,485 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CLASS A | $1.67万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.67万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.65万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $1.64万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $1.63万 | 0.02% | 768 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.62万 | 0.02% | 219 | 1 | 0.5% | $74 | 加仓 |
| KNF | KNIFE RIV CORP | $1.61万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP LP | $1.59万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.55万 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.53万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.50万 | 0.02% | 73 | 0 | 0.0% | — | 不变 |
| — | PRINCIPAL REAL ESTATE IN | $1.49万 | 0.02% | 1,451 | 30 | 2.1% | $309 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $1.49万 | 0.02% | 856 | 35 | 4.3% | $610 | 加仓 |
| ZTS | ZOETIS INC CLASS A | $1.48万 | 0.02% | 207 | 1 | 0.5% | $72 | 加仓 |
| GPN | GLOBAL PMTS INC | $1.45万 | 0.02% | 200 | 200 | — | $1.45万 | 新建仓 |
| QQA | INVESCO QQQ INCOME ADVANTAGE ETF | $1.44万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP REIT | $1.44万 | 0.02% | 1,317 | 29 | 2.3% | $316 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP REIT | $1.43万 | 0.02% | 82 | 1 | 1.2% | $175 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.43万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.42万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $1.42万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $1.39万 | 0.02% | 1,000 | 1,000 | — | $1.39万 | 新建仓 |
| BKR | BAKER HUGHES CO. A CLASS A | $1.37万 | 0.02% | 248 | 1 | 0.4% | $55 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $1.34万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC CLASS A | $1.32万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $1.32万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | $1.31万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM MINI STAKING ETF | $1.29万 | 0.01% | 860 | -25 | -2.8% | -$376 | 减仓 |
| — | DUPONT DE NEMOURS INC | $1.29万 | 0.01% | 95 | -191 | -66.8% | -$2.59万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $1.26万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $1.24万 | 0.01% | 265 | 2 | 0.8% | $94 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.23万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.21万 | 0.01% | 256 | 3 | 1.2% | $142 | 加仓 |
| HXL | HEXCEL CORP NEW | $1.21万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINL GROUP INC | $1.20万 | 0.01% | 112 | 1 | 0.9% | $107 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $1.20万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1.20万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.18万 | 0.01% | 401 | 1 | 0.2% | $29 | 加仓 |
| BA | BOEING CO | $1.17万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.16万 | 0.01% | 80 | 1 | 1.3% | $145 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $1.16万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1.16万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF | $1.15万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1.15万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.12万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $1.12万 | 0.01% | 402 | 402 | — | $1.12万 | 新建仓 |
| TMC | TMC THE METALS CO INC F | $1.11万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS A | $1.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES U.S. FINANCIAL SERVICES ETF | $1.09万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $1.09万 | 0.01% | 100 | 100 | — | $1.09万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.08万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.08万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $1.07万 | 0.01% | 114 | -1,622 | -93.4% | -$15.29万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.07万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.07万 | 0.01% | 339 | 1 | 0.3% | $32 | 加仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $1.05万 | 0.01% | 105 | -4 | -3.7% | -$401 | 减仓 |
| TRU | TRANSUNION | $1.05万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1.05万 | 0.01% | 446 | 7 | 1.6% | $165 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.05万 | 0.01% | 463 | 5 | 1.1% | $114 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $1.05万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $1.04万 | 0.01% | 116 | 1 | 0.9% | $90 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.03万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.02万 | 0.01% | 49 | -5 | -9.3% | -$1,042 | 减仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS A | $1.02万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE I | $1.01万 | 0.01% | 54 | -10 | -15.6% | -$1,876 | 减仓 |
| HAS | HASBRO INC | $1.01万 | 0.01% | 122 | 1 | 0.8% | $83 | 加仓 |
| CVS | CVS HEALTH CORP | $9,974 | 0.01% | 97 | 1 | 1.0% | $103 | 加仓 |
| MCK | MCKESSON CORP | $9,865 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $9,849 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $9,772 | 0.01% | 174 | 174 | — | $9,772 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $9,638 | 0.01% | 128 | 1 | 0.8% | $75 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $9,615 | 0.01% | 32 | -1 | -3.0% | -$300 | 减仓 |
| FOX | FOX CORP CLASS CLASS B | $9,467 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD F | $9,390 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $9,309 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9,077 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $8,997 | 0.01% | 116 | 1 | 0.9% | $78 | 加仓 |
| PSX | PHILLIPS 66 | $8,731 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CLASS A | $8,685 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $8,636 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8,627 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD F | $8,579 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $8,431 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8,395 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $8,323 | 0.01% | 53 | 1 | 1.9% | $157 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS A | $8,085 | 0.01% | 1,750 | 750 | 75.0% | $3,465 | 加仓 |
| PHM | PULTEGROUP INC | $8,023 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $8,003 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $7,923 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIO | $7,906 | 0.01% | 145 | 1 | 0.7% | $55 | 加仓 |
| ALB | ALBEMARLE CORP | $7,870 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC F | $7,667 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC NCLASS A | $7,579 | 0.01% | 65 | 1 | 1.6% | $117 | 加仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $7,570 | 0.01% | 98 | 0 | 0.0% | — | 不变 |