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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $560.57万 | 6.20% | 7,613 | -79 | -1.0% | -$5.82万 | 减仓 |
| TSLA | TESLA INC | $457.40万 | 5.06% | 10,875 | -635 | -5.5% | -$26.71万 | 减仓 |
| NVDA | NVIDIA CORP | $451.59万 | 5.00% | 22,570 | 298 | 1.3% | $5.96万 | 加仓 |
| AAPL | APPLE INC | $419.38万 | 4.64% | 14,494 | -107 | -0.7% | -$3.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $301.38万 | 3.33% | 5,188 | 263 | 5.3% | $15.28万 | 加仓 |
| AMZN | AMAZON.COM INC | $284.65万 | 3.15% | 11,944 | -183 | -1.5% | -$4.36万 | 减仓 |
| ARKK | ARK INNOVATION ETF | $279.06万 | 3.09% | 34,529 | -253 | -0.7% | -$2.04万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $237.82万 | 2.63% | 3,176 | -70 | -2.2% | -$5.24万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $199.16万 | 2.20% | 35,263 | -2,465 | -6.5% | -$13.92万 | 减仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $178.07万 | 1.97% | 9,769 | -25 | -0.3% | -$4,557 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $168.42万 | 1.86% | 60,910 | 1,724 | 2.9% | $4.77万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $155.00万 | 1.72% | 2,364 | 15 | 0.6% | $9,835 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $152.09万 | 1.68% | 5,106 | 302 | 6.3% | $9.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $134.51万 | 1.49% | 1,861 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $132.84万 | 1.47% | 4,571 | -35 | -0.8% | -$1.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $125.35万 | 1.39% | 10,744 | -1 | -0.0% | -$117 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $115.61万 | 1.28% | 25,052 | -500 | -2.0% | -$2.31万 | 减仓 |
| EXC | CHEYENNE RES CORP | $102.52万 | 1.13% | 21,990 | 2 | 0.0% | $93 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $95.56万 | 1.06% | 5,818 | -75 | -1.3% | -$1.23万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $91.12万 | 1.01% | 2,550 | -34 | -1.3% | -$1.21万 | 减仓 |
| GLW | CORNING INC | $90.61万 | 1.00% | 3,548 | 424 | 13.6% | $10.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $89.24万 | 0.99% | 774 | 66 | 9.3% | $7.61万 | 加仓 |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $85.98万 | 0.95% | 2,425 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $84.94万 | 0.94% | 1,114 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $83.49万 | 0.92% | 2,239 | 2 | 0.1% | $746 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $81.02万 | 0.90% | 2,476 | -16 | -0.6% | -$5,236 | 减仓 |
| RMBS | RAMBUS INC DEL | $77.65万 | 0.86% | 5,850 | -200 | -3.3% | -$2.65万 | 减仓 |
| UMBF | UMB FINL CORP | $74.57万 | 0.83% | 5,224 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $70.65万 | 0.78% | 8,716 | 3,215 | 58.4% | $26.06万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $68.89万 | 0.76% | 1,003 | 39 | 4.0% | $2.68万 | 加仓 |
| VRT | VERTIV HLDGS CO CLASS A | $67.14万 | 0.74% | 2,006 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $66.43万 | 0.74% | 1,180 | 10 | 0.9% | $5,630 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $64.49万 | 0.71% | 6,686 | -199 | -2.9% | -$1.92万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $63.15万 | 0.70% | 6,381 | -1,041 | -14.0% | -$10.30万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $59.27万 | 0.66% | 1,729 | 1 | 0.1% | $343 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $56.72万 | 0.63% | 2,499 | -9 | -0.4% | -$2,043 | 减仓 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $56.64万 | 0.63% | 3,315 | 3,315 | — | $56.64万 | 新建仓 |
| GOOG | ALPHABET INC CLASS C | $56.39万 | 0.62% | 1,596 | 4 | 0.3% | $1,413 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $54.12万 | 0.60% | 579 | 30 | 5.5% | $2.80万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $52.87万 | 0.58% | 9,954 | 399 | 4.2% | $2.12万 | 加仓 |
| — | EXXON MOBIL CORP | $50.75万 | 0.56% | 3,712 | -103 | -2.7% | -$1.41万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF SHARES | $49.11万 | 0.54% | 8,420 | 6 | 0.1% | $350 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $48.51万 | 0.54% | 3,907 | -25 | -0.6% | -$3,104 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $46.49万 | 0.51% | 1,078 | 1 | 0.1% | $431 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $44.41万 | 0.49% | 595 | -5 | -0.8% | -$3,732 | 减仓 |
| INTC | INTEL CORP | $43.65万 | 0.48% | 3,127 | 515 | 19.7% | $7.19万 | 加仓 |
| AFL | AFLAC INC | $43.15万 | 0.48% | 3,681 | 3 | 0.1% | $352 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECHETF | $42.32万 | 0.47% | 5,557 | -128 | -2.3% | -$9,748 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $42.15万 | 0.47% | 2,225 | 75 | 3.5% | $1.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $42.03万 | 0.47% | 840 | 10 | 1.2% | $5,004 | 加仓 |
| — | VANGUARD VALUE INDEX FUND ETF SHARES | $41.71万 | 0.46% | 1,914 | -18 | -0.9% | -$3,923 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $41.56万 | 0.46% | 1,895 | -3 | -0.2% | -$658 | 减仓 |
| SRE | SEMPRA | $40.47万 | 0.45% | 4,366 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $40.39万 | 0.45% | 11,935 | 4 | 0.0% | $135 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $38.96万 | 0.43% | 4,149 | -269 | -6.1% | -$2.53万 | 减仓 |
| AVGO | BROADCOM INC | $38.30万 | 0.42% | 1,014 | 255 | 33.6% | $9.63万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $37.04万 | 0.41% | 7,516 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $36.77万 | 0.41% | 5,982 | -88 | -1.4% | -$5,408 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $36.73万 | 0.41% | 769 | 1 | 0.1% | $478 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $36.22万 | 0.40% | 5,823 | 55 | 1.0% | $3,421 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $36.01万 | 0.40% | 4,982 | -3,200 | -39.1% | -$23.13万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $31.68万 | 0.35% | 495 | -60 | -10.8% | -$3.84万 | 减仓 |
| — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $31.30万 | 0.35% | 3,394 | -1,097 | -24.4% | -$10.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $30.72万 | 0.34% | 3,718 | 15 | 0.4% | $1,240 | 加仓 |
| ORCL | ORACLE CORP | $30.65万 | 0.34% | 2,092 | 2 | 0.1% | $293 | 加仓 |
| C | CITIGROUP INC | $30.35万 | 0.34% | 2,169 | 7 | 0.3% | $979 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $29.73万 | 0.33% | 1,295 | -29 | -2.2% | -$6,657 | 减仓 |
| AMGN | AMGEN INC | $27.96万 | 0.31% | 773 | 3 | 0.4% | $1,085 | 加仓 |
| AZO | AUTOZONE INC | $27.17万 | 0.30% | 85 | 17 | 25.0% | $5.43万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $27.00万 | 0.30% | 3,072 | -12,938 | -80.8% | -$113.71万 | 减仓 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $26.69万 | 0.30% | 4,700 | -110 | -2.3% | -$6,247 | 减仓 |
| COIN | COINBASE GLOBAL INC CLASS A | $25.03万 | 0.28% | 1,712 | -46 | -2.6% | -$6,725 | 减仓 |
| — | ISHARES EDGE MSCI INTL VALUE FACTOR ETF | $24.77万 | 0.27% | 5,923 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P LP | $22.92万 | 0.25% | 11,989 | 185 | 1.6% | $3,537 | 加仓 |
| ABBV | ABBVIE INC | $22.83万 | 0.25% | 908 | 2 | 0.2% | $503 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $22.42万 | 0.25% | 2,321 | -100 | -4.1% | -$9,658 | 减仓 |
| SGOV | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $22.17万 | 0.25% | 4,722 | -14 | -0.3% | -$657 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $21.98万 | 0.24% | 3,350 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $21.37万 | 0.24% | 760 | 4 | 0.5% | $1,125 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $21.08万 | 0.23% | 3,940 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $20.96万 | 0.23% | 1,100 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $20.70万 | 0.23% | 1,310 | 1,054 | 411.7% | $16.65万 | 加仓 |
| CAT | CATERPILLAR INC | $20.45万 | 0.23% | 193 | 1 | 0.5% | $1,059 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $19.87万 | 0.22% | 4,950 | -250 | -4.8% | -$1.00万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $19.09万 | 0.21% | 788 | 1 | 0.1% | $242 | 加仓 |
| CVX | CHEVRON CORP NEW | $19.09万 | 0.21% | 1,152 | -41 | -3.4% | -$6,792 | 减仓 |
| MRK | MERCK & CO. INC. | $18.74万 | 0.21% | 1,459 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $18.43万 | 0.20% | 1,482 | 1 | 0.1% | $124 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $18.12万 | 0.20% | 3,872 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP | $18.12万 | 0.20% | 419 | -4 | -0.9% | -$1,730 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $17.44万 | 0.19% | 3,585 | -20 | -0.6% | -$973 | 减仓 |
| LLY | ELI LILLY AND CO | $17.07万 | 0.19% | 143 | -1 | -0.7% | -$1,194 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $16.75万 | 0.19% | 660 | 3 | 0.5% | $761 | 加仓 |
| QCOM | QUALCOMM INC | $16.55万 | 0.18% | 896 | 3 | 0.3% | $554 | 加仓 |
| — | BARON TECHNOLOGY ETF | $15.97万 | 0.18% | 4,917 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.81万 | 0.17% | 1,347 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $15.64万 | 0.17% | 575 | 575 | — | $15.64万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $15.12万 | 0.17% | 2,003 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $15.01万 | 0.17% | 402 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $14.98万 | 0.17% | 3,720 | 0 | 0.0% | — | 不变 |