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 |
|---|---|---|---|---|---|---|---|---|
| PLUG | PLUG PWR INC | $149 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $144 | 0.00% | 1 | 1 | — | $144 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $121 | 0.00% | 2 | -3 | -60.0% | -$182 | 减仓 |
| — | ATARA BIOTHERAPEUTICS IN | $116 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | STRIVE INC | $116 | 0.00% | 8 | -156 | -95.1% | -$2,262 | 减仓 |
| — | NEWMONT CORP | $109 | 0.00% | 1 | 1 | — | $109 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $72 | 0.00% | 3 | -1 | -25.0% | -$24 | 减仓 |
| CDE | COEUR MNG INC | $70 | 0.00% | 4 | 4 | — | $70 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $67 | 0.00% | 6 | -2 | -25.0% | -$22 | 减仓 |
| VWO | V2X INC | $63 | 0.00% | 1 | -35 | -97.2% | -$2,205 | 减仓 |
| HL | HECLA MNG CO | $53 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $53 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CAPSTONE ENERGY INC | $50 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $50 | 0.00% | 2 | 1 | 100.0% | $25 | 加仓 |
| — | BEYOND MEAT INC | $45 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BATTALION OIL CORP | $38 | 0.00% | 10 | 10 | — | $38 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC CLASS CLASS A | $28 | 0.00% | 1 | -18 | -94.7% | -$504 | 减仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TER | TER | $0 | 0.00% | 0 | -300 | -100.0% | -$8.19万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUEETF | $0 | 0.00% | 0 | -211 | -100.0% | -$4.32万 | 清仓 |
| — | UBFO | $0 | 0.00% | 0 | -3,472 | -100.0% | -$3.92万 | 清仓 |
| XETYX | ETY | $0 | 0.00% | 0 | -2,117 | -100.0% | -$3.13万 | 清仓 |
| UHS | UHS | $0 | 0.00% | 0 | -100 | -100.0% | -$2.16万 | 清仓 |
| A | A | $0 | 0.00% | 0 | -150 | -100.0% | -$1.96万 | 清仓 |
| BIIB | BIIB | $0 | 0.00% | 0 | -100 | -100.0% | -$1.85万 | 清仓 |
| PNC | PNC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.13万 | 清仓 |
| MGA | MGA | $0 | 0.00% | 0 | -200 | -100.0% | -$1.05万 | 清仓 |
| COHR | COHR | $0 | 0.00% | 0 | -50 | -100.0% | -$1.02万 | 清仓 |
| U | U | $0 | 0.00% | 0 | -400 | -100.0% | -$9,238 | 清仓 |
| PEGA | PEGA | $0 | 0.00% | 0 | -200 | -100.0% | -$7,710 | 清仓 |
| SERV | SERV | $0 | 0.00% | 0 | -500 | -100.0% | -$4,613 | 清仓 |
| ESTC | ESTC | $0 | 0.00% | 0 | -78 | -100.0% | -$4,516 | 清仓 |
| STZ | STZ | $0 | 0.00% | 0 | -10 | -100.0% | -$1,651 | 清仓 |
| NVS | NVS | $0 | 0.00% | 0 | -7 | -100.0% | -$1,081 | 清仓 |
| AMC | AMC | $0 | 0.00% | 0 | -600 | -100.0% | -$846 | 清仓 |
| SPLV | SPLV | $0 | 0.00% | 0 | -6 | -100.0% | -$440 | 清仓 |
| IRDM | IRDM | $0 | 0.00% | 0 | -13 | -100.0% | -$247 | 清仓 |
| MSTR | MSTR | $0 | 0.00% | 0 | -1 | -100.0% | -$110 | 清仓 |
| PATH | PATH | $0 | 0.00% | 0 | -8 | -100.0% | -$97 | 清仓 |
| — | NGD | $0 | 0.00% | 0 | -9 | -100.0% | -$86 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| — | TIGER REEF INC | $0 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | NEOMEDIA TECHNOLOGIES IN | $0 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TRANSPORTATION & LOGISTI | $0 | 0.00% | 600 | 600 | — | — | 新建仓 |
| — | BLOCKQUARRY CORP | $0 | 0.00% | 100 | 100 | — | — | 新建仓 |