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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $6,054 | 0.01% | 73 | 73 | — | $6,054 | 新建仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $6,034 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $6,015 | 0.01% | 94 | 1 | 1.1% | $64 | 加仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $6,014 | 0.01% | 131 | -10 | -7.1% | -$459 | 减仓 |
| DX | DYNEX CAP INC REIT | $5,995 | 0.01% | 437 | 209 | 91.7% | $2,867 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,961 | 0.01% | 65 | -10 | -13.3% | -$917 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIO | $5,933 | 0.01% | 144 | 2 | 1.4% | $82 | 加仓 |
| PTC | PTC INC | $5,930 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $5,828 | 0.01% | 75 | -25 | -25.0% | -$1,943 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,818 | 0.01% | 85 | 1 | 1.2% | $68 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,708 | 0.01% | 62 | -10 | -13.9% | -$921 | 减仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $5,695 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5,618 | 0.01% | 212 | 212 | — | $5,618 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INCLASS CLASS A | $5,615 | 0.01% | 1,000 | -13,000 | -92.9% | -$7.30万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $5,451 | 0.01% | 23 | 1 | 4.5% | $237 | 加仓 |
| PODD | INSULET CORP | $5,338 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $5,298 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR RLTY TR INC REIT | $5,066 | 0.01% | 624 | 25 | 4.2% | $203 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $5,040 | 0.01% | 221 | -97 | -30.5% | -$2,212 | 减仓 |
| WST | WEST PHARMACEUTICAL SVCS | $5,029 | 0.01% | 18 | 1 | 5.9% | $279 | 加仓 |
| NOW | SERVICENOW INC | $4,986 | 0.01% | 55 | -6 | -9.8% | -$544 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $4,962 | 0.01% | 215 | 2 | 0.9% | $46 | 加仓 |
| CRM | SALESFORCE INC | $4,934 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $4,929 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $4,518 | 0.01% | 25 | 1 | 4.2% | $181 | 加仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $4,494 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA RESEARCH ENHANCED VALUE ETF | $4,438 | 0.01% | 147 | 147 | — | $4,438 | 新建仓 |
| LIT | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $4,402 | 0.01% | 250 | 205 | 455.6% | $3,610 | 加仓 |
| HUM | HUMANA INC | $4,007 | 0.00% | 18 | 1 | 5.9% | $223 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $3,888 | 0.00% | 100 | -100 | -50.0% | -$3,888 | 减仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $3,832 | 0.00% | 78 | -73 | -48.3% | -$3,586 | 减仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $3,813 | 0.00% | 142 | -139 | -49.5% | -$3,732 | 减仓 |
| — | GLOBAL X LITHIUM & BATTERY TECH ETF | $3,790 | 0.00% | 46 | -2,697 | -98.3% | -$22.22万 | 减仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $3,596 | 0.00% | 102 | 1 | 1.0% | $35 | 加仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $3,556 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3,448 | 0.00% | 44 | -48 | -52.2% | -$3,761 | 减仓 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,319 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAPITAL ALLOCA | $3,046 | 0.00% | 204 | 204 | — | $3,046 | 新建仓 |
| BKT | BLACKROCK INC NEW | $3,002 | 0.00% | 284 | 2 | 0.7% | $21 | 加仓 |
| DXCM | DEXCOM INC | $2,999 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH F | $2,956 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD F | $2,846 | 0.00% | 65 | -51 | -44.0% | -$2,233 | 减仓 |
| IR | INGERSOLL RAND INC | $2,839 | 0.00% | 36 | -32 | -47.1% | -$2,524 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $2,751 | 0.00% | 164 | -137 | -45.5% | -$2,298 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $2,711 | 0.00% | 54 | 2 | 3.8% | $100 | 加仓 |
| CCL | CARNIVAL CORP F | $2,653 | 0.00% | 101 | 1 | 1.0% | $26 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2,613 | 0.00% | 51 | 51 | — | $2,613 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME | $2,550 | 0.00% | 209 | -5 | -2.3% | -$61 | 减仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $2,523 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $2,517 | 0.00% | 124 | 97 | 359.3% | $1,969 | 加仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $2,154 | 0.00% | 28 | 1 | 3.7% | $77 | 加仓 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $2,140 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2,001 | 0.00% | 24 | 24 | — | $2,001 | 新建仓 |
| — | XTI AEROSPACE INC | $1,925 | 0.00% | 1,000 | 1,000 | — | $1,925 | 新建仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,874 | 0.00% | 14 | 10 | 250.0% | $1,339 | 加仓 |
| HIG | HARTFORD INS GROUP INC | $1,815 | 0.00% | 13 | 13 | — | $1,815 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,791 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,790 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS FCLASS A | $1,665 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $1,577 | 0.00% | 31 | -7 | -18.4% | -$356 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,571 | 0.00% | 26 | -26 | -50.0% | -$1,571 | 减仓 |
| ACHR | ARCHER AVIATION INC CLASS A | $1,463 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | CITROTECH INC. | $1,386 | 0.00% | 216 | 0 | 0.0% | — | 重新持有 |
| XAGG | COINSHARES BITCOIN MINING ETF | $1,331 | 0.00% | 29 | -1,102 | -97.4% | -$5.06万 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1,301 | 0.00% | 56 | -56 | -50.0% | -$1,301 | 减仓 |
| MBC | MASTERBRAND INC | $1,264 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,068 | 0.00% | 11 | -9 | -45.0% | -$874 | 减仓 |
| — | VERITONE INC | $1,059 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOL | $1,054 | 0.00% | 51 | 1 | 2.0% | $21 | 加仓 |
| VXF | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $1,046 | 0.00% | 18 | 12 | 200.0% | $697 | 加仓 |
| — | GLADSTONE CAP CORP EQUITCLASS EQUITY | $985 | 0.00% | 54 | 2 | 3.8% | $36 | 加仓 |
| BN | BROOKFIELD CORP FCLASS A | $972 | 0.00% | 22 | 22 | — | $972 | 新建仓 |
| GRAB | GRAB HLDGS LTD FCLASS CLASS A | $887 | 0.00% | 231 | -89 | -27.8% | -$342 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $875 | 0.00% | 15 | -1 | -6.2% | -$58 | 减仓 |
| QS | QUANTUMSCAPE CORP CLASS A | $872 | 0.00% | 125 | -20 | -13.8% | -$140 | 减仓 |
| — | BAKKT INC CLASS A | $860 | 0.00% | 100 | -93 | -48.2% | -$800 | 减仓 |
| SLV | ISHARES SILVER TRUST | $860 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN C | $788 | 0.00% | 203 | 203 | — | $788 | 新建仓 |
| VXUS | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $669 | 0.00% | 3 | -416 | -99.3% | -$9.28万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $643 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $558 | 0.00% | 14 | 8 | 133.3% | $319 | 加仓 |
| CLSK | CLEANSPARK INC | $543 | 0.00% | 47 | 18 | 62.1% | $208 | 加仓 |
| BB | BLACKBERRY LTD F | $516 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CLASS CLASS A | $510 | 0.00% | 1 | 1 | — | $510 | 新建仓 |
| RKT | ROCKET LAB CORP CLASS CLASS A | $470 | 0.00% | 33 | 25 | 312.5% | $356 | 加仓 |
| — | INSEEGO CORP | $435 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | LUCID GROUP INC | $427 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $403 | 0.00% | 16 | 2 | 14.3% | $50 | 加仓 |
| — | RAMACO RES INC CLASS CLASS B | $377 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS CLASS A | $350 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $349 | 0.00% | 3 | 1 | 50.0% | $116 | 加仓 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $298 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $294 | 0.00% | 9 | -4 | -30.8% | -$131 | 减仓 |
| DXYZ | DESTINY TECH 100 INC | $291 | 0.00% | 10 | -200 | -95.2% | -$5,820 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INCLASS CLASS A | $283 | 0.00% | 3 | 3 | — | $283 | 新建仓 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $236 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CLASS A | $224 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $205 | 0.00% | 2 | 1 | 100.0% | $102 | 加仓 |
| TEM | TEMPUS AI INC CLASS CLASS A | $204 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $178 | 0.00% | 5 | -1 | -16.7% | -$36 | 减仓 |