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 |
|---|---|---|---|---|---|---|---|---|
| XPRO | EXPRO GROUP HLDGS NV F | $7,385 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $7,326 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $7,271 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $7,252 | 0.01% | 125 | -500 | -80.0% | -$2.90万 | 减仓 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $7,227 | 0.01% | 163 | 3 | 1.9% | $133 | 加仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $7,196 | 0.01% | 122 | 122 | — | $7,196 | 新建仓 |
| AES | AES CORP | $7,127 | 0.01% | 487 | -244 | -33.4% | -$3,571 | 减仓 |
| HUM | HUMANA INC | $6,859 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $6,704 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| — | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF SHARES | $6,683 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $6,643 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6,255 | 0.01% | 63 | 8 | 14.5% | $794 | 加仓 |
| WST | WEST PHARMACEUTICAL SVCS | $6,183 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC F | $6,143 | 0.01% | 1,214 | 0 | 0.0% | — | 不变 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP US ETF | $6,105 | 0.01% | 132 | 132 | — | $6,105 | 新建仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $6,076 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $6,034 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,986 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $5,971 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $5,961 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC REIT | $5,872 | 0.01% | 448 | 11 | 2.5% | $144 | 加仓 |
| VEEV | VEEVA SYS INC CLASS A | $5,857 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $5,643 | 0.01% | 10 | -1 | -9.1% | -$564 | 减仓 |
| CPRT | COPART INC | $5,638 | 0.01% | 200 | 200 | — | $5,638 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5,623 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $5,589 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS B | $5,560 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,408 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $5,407 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $5,315 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $5,245 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $5,117 | 0.01% | 217 | 2 | 0.9% | $47 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $5,053 | 0.01% | 222 | 1 | 0.5% | $23 | 加仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $5,048 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $4,886 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $4,649 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA RESEARCH ENHANCED VALUE ETF | $4,622 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $4,416 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4,230 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $4,090 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,984 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $3,903 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $3,867 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB U.S. TIPS ETF | $3,805 | 0.00% | 144 | 2 | 1.4% | $53 | 加仓 |
| MET | METLIFE INC | $3,726 | 0.00% | 45 | 1 | 2.3% | $83 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $3,545 | 0.00% | 46 | -204 | -81.6% | -$1.57万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $3,525 | 0.00% | 500 | 500 | — | $3,525 | 新建仓 |
| ABR | ARBOR RLTY TR INC REIT | $3,486 | 0.00% | 644 | 20 | 3.2% | $108 | 加仓 |
| DXCM | DEXCOM INC | $3,368 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAPITAL ALLOCA | $3,354 | 0.00% | 211 | 7 | 3.4% | $111 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,322 | 0.00% | 22 | 22 | — | $3,322 | 新建仓 |
| INTL | MAIN INTERNATIONAL ETF | $3,059 | 0.00% | 100 | 100 | — | $3,059 | 新建仓 |
| BKT | BLACKROCK INC NEW | $3,044 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $2,989 | 0.00% | 122 | -42 | -25.6% | -$1,029 | 减仓 |
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2,935 | 0.00% | 250 | 250 | — | $2,935 | 新建仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2,934 | 0.00% | 58 | -20 | -25.6% | -$1,012 | 减仓 |
| IR | INGERSOLL RAND INC | $2,875 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $2,872 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $2,734 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2,593 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME | $2,434 | 0.00% | 203 | -6 | -2.9% | -$72 | 减仓 |
| JIG | JPMORGAN INTERNATIONAL GROWTH ETF | $2,358 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE F | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS FCLASS A | $2,013 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,994 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $1,940 | 0.00% | 200 | 200 | — | $1,940 | 新建仓 |
| IREN | IREN LTD F | $1,875 | 0.00% | 41 | -24 | -36.9% | -$1,098 | 减仓 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $1,874 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $1,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,806 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $1,723 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $1,705 | 0.00% | 69 | -55 | -44.4% | -$1,359 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,592 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $1,390 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,381 | 0.00% | 5 | -9 | -64.3% | -$2,486 | 减仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $1,347 | 0.00% | 446 | -254 | -36.3% | -$767 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $1,296 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD F | $1,265 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CITROTECH INC. | $1,193 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CLASS A | $1,183 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1,067 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP EQUITCLASS EQUITY | $1,054 | 0.00% | 55 | 1 | 1.9% | $19 | 加仓 |
| — | HORIZON TECHNOLOGY FIN C | $985 | 0.00% | 209 | 6 | 3.0% | $28 | 加仓 |
| QS | QUANTUMSCAPE CORP CLASS A | $945 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $836 | 0.00% | 14 | 13 | 1,300.0% | $776 | 加仓 |
| — | BAKKT INC CLASS A | $781 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $739 | 0.00% | 3 | -15 | -83.3% | -$3,695 | 减仓 |
| SLV | ISHARES SILVER TRUST | $696 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $685 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $684 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $677 | 0.00% | 13 | -18 | -58.1% | -$937 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOL | $666 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $568 | 0.00% | 39 | -8 | -17.0% | -$117 | 减仓 |
| CACI | CACI INTL INC CLASS CLASS A | $464 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS A | $456 | 0.00% | 6 | 1 | 20.0% | $76 | 加仓 |
| GLXY | GALAXY DIGITAL INC CLASS CLASS A | $438 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP FCLASS A | $384 | 0.00% | 9 | -13 | -59.1% | -$555 | 减仓 |
| GRAB | GRAB HLDGS LTD FCLASS A | $355 | 0.00% | 94 | -137 | -59.3% | -$517 | 减仓 |
| — | RAMACO RES INC CLASS B | $317 | 0.00% | 37 | 0 | 0.0% | — | 不变 |