13F 机构持仓

KERR FINANCIAL PLANNING Corp

FRESNO CA · SEC CIK 0002095947

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9,037.83万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 6.2%
TSLA 5.1%
NVDA 5.0%
AAPL 4.6%
AMD 3.3%
AMZN 3.1%
ARKK 3.1%
IVV 2.6%
JEPI 2.2%
IYY 2.0%

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
— INSEEGO CORP $3100.00%30 00.0% — 不变
— NEWMONT CORP $2810.00%3 2200.0% $187 加仓
— ATARA BIOTHERAPEUTICS IN $2760.00%24 00.0% — 不变
DXYZ DESTINY TECH 100 INC $2580.00%10 00.0% — 不变
AI C3 AI INC CLASS A $2550.00%28 312.0% $27 加仓
EC ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS $2430.00%17 00.0% — 不变
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF $2350.00%2 -1-33.3% -$118 减仓
TEM TEMPUS AI INC CLASS A $2320.00%4 00.0% — 不变
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $2270.00%14 00.0% — 不变
KBR KBR INC $2080.00%6 120.0% $35 加仓
VST VISTRA CORP $2030.00%2 00.0% — 不变
DRS LEONARDO DRS INC $1710.00%4 -10-71.4% -$428 减仓
VVX V2X INC $1500.00%2 2— $150 新建仓
PLUG PLUG PWR INC $1330.00%49 00.0% — 不变
RKT ROCKET LAB CORP CLASS A $1260.00%8 -25-75.8% -$394 减仓
CRCL CIRCLE INTERNET GROUP INCLASS A $1260.00%2 -1-33.3% -$63 减仓
LDOS LEIDOS HLDGS INC $1030.00%1 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOL $1000.00%2 00.0% — 不变
ONDS ONDAS INC $990.00%12 12— $99 新建仓
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF $970.00%4 133.3% $24 加仓
— STRIVE INC $880.00%8 00.0% — 不变
CDE COEUR MNG INC $660.00%4 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $610.00%6 00.0% — 不变
— WARNER BROS DISCOVERY INCLASS SERIES A $540.00%2 00.0% — 不变
HL HECLA MNG CO $470.00%3 00.0% — 不变
YUMC YUM CHINA HLDGS INC $440.00%2 00.0% — 不变
IVES DAN IVES WEDBUSH AI REVOLUTION ETF $390.00%1 -8-88.9% -$312 减仓
— BEYOND MEAT INC $380.00%50 00.0% — 不变
HIMS HIMS & HERS HEALTH INC CLASS A $350.00%1 00.0% — 不变
— GCT SEMICONDUCTOR HO $300.00%10 10— $30 新建仓
— OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 $290.00%58 58— $29 新建仓
HYMB STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF $260.00%1 00.0% — 不变
— NIOCORP DEVS LTD F $250.00%5 5— $25 新建仓
— GLOBAL X DOW 30 COVERED CALL ETF $230.00%1 1— $23 新建仓
— LUCID GROUP INC $210.00%3 -70-95.9% -$490 减仓
— BATTALION OIL CORP $210.00%16 660.0% $8 加仓
— CAPSTONE ENERGY INC $190.00%75 00.0% — 不变
— OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 $170.00%58 58— $17 新建仓
— OPENDOOR TECHNOLO 26 WTSWARRANTS EXP 11/20/26 $140.00%58 58— $14 新建仓
OGN ORGANON & CO $140.00%1 00.0% — 不变
— TRANSPORTATION & LOGISTI $10.00%600 00.0% — 不变
— BLOCKQUARRY CORP $10.00%100 00.0% — 不变
— SCULLY RTY LTD F $00.00%14,964 00.0% — 不变
FTI TECHNIPFMC PLC F $00.00%0 -353-100.0% -$2.64万 清仓
— PEAKSTONE REALTY CL E REIT $00.00%0 -1,198-100.0% -$2.51万 清仓
BRRR VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES $00.00%0 -1,250-100.0% -$2.39万 清仓
SYM SYMBOTIC INC CLASS A $00.00%0 -300-100.0% -$1.70万 清仓
SOXQ INVESCO PHLX SEMICONDUCTOR ETF $00.00%0 -199-100.0% -$1.56万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -95-100.0% -$1.30万 清仓
E ENI S P A F $00.00%0 -201-100.0% -$1.10万 清仓
— BARON FINANCIALS ETF $00.00%0 -387-100.0% -$8,389 清仓
— GLOBAL X LITHIUM & BATTERY TECH ETF $00.00%0 -46-100.0% -$3,790 清仓
BLSH BULLISH F $00.00%0 -75-100.0% -$2,956 清仓
— TIGER REEF INC $00.00%50,000 00.0% — 不变
— NEOMEDIA TECHNOLOGIES IN $00.00%31 00.0% — 不变