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KELLY FINANCIAL GROUP LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

KELLY FINANCIAL GROUP LLC

报告期 2026-03-31 · CIK 0001128066

持仓数

100

前50大市值合计

$381.8M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4

25Q1 调仓2024-12-31 → 2025-03-31 · 共 86 项建仓 11增持 33减持 33清仓 9

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$5.0M

32,281 +278%

建仓

JPIE J P MORGAN EXCHANGE TRADED F

+$4.5M

98,337

建仓

VOYA VOYA FINANCIAL INC

+$4.0M

3,994,684

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

LDUR PIMCO ETF TR

+$3.8M

248,400 +18%

增持

AGG ISHARES TR

+$3.7M

175,498 +25%

增持

BBIB J P MORGAN EXCHANGE TRADED F

+$3.3M

151,689 +25%

增持

BBIN J P MORGAN EXCHANGE TRADED F

+$2.9M

467,165 +3%

建仓

IWY ISHARES TR

+$2.9M

13,693

增持

JEMA J P MORGAN EXCHANGE TRADED F

+$2.4M

404,737 +15%

增持

JCPB J P MORGAN EXCHANGE TRADED F

+$2.2M

521,507 +8%

增持

BBUS J P MORGAN EXCHANGE TRADED F

+$2.2M

437,361 +10%

增持

JMOM J P MORGAN EXCHANGE TRADED F

+$2.0M

43,049 +547%

增持

USMV ISHARES TR

+$1.2M

73,888 +14%

增持

DFLV DIMENSIONAL ETF TRUST

+$1.0M

350,315 +9%

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$770.8K

211,749 +8%

建仓

MA MASTERCARD INCORPORATED

+$763.9K

1,394

清仓

VONG VANGUARD SCOTTSDALE FDS

-$733.6K

0 -100%

减持

IWM ISHARES TR

-$722.3K

14,244 -12%

减持

SLYV SPDR SER TR

-$641.9K

30,500 -12%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$641.2K

34,260 -9%

增持

DFAT DIMENSIONAL ETF TRUST

+$622.6K

269,339 +13%

减持

SHY ISHARES TR

-$619.9K

17,204 -31%

减持

BBAG J P MORGAN EXCHANGE TRADED F

-$604.6K

74,650 -16%

增持

DFIS DIMENSIONAL ETF TRUST

+$544.3K

270,088 +3%

减持

SLQD ISHARES TR

-$515.7K

24,166 -31%

建仓

PFE PFIZER INC

+$440.6K

17,386

减持

IEI ISHARES TR

-$433.3K

11,533 -26%

减持

IXUS ISHARES TR

-$419.7K

69,366 -13%

减持

IWC ISHARES TR

-$407.9K

9,649 -15%

建仓

ISCV ISHARES TR

+$394.0K

6,644

建仓

DFUS DIMENSIONAL ETF TRUST

+$380.2K

6,287

清仓

OUSA ALPS ETF TR

-$358.7K

0 -100%

建仓

NVDA NVIDIA CORPORATION

+$343.7K

2,886

减持

DFIV DIMENSIONAL ETF TRUST

+$331.9K

88,914 -0%

清仓

AOA ISHARES TR

-$312.8K

0 -100%

建仓

PM PHILIP MORRIS INTL INC

+$259.5K

1,635

增持

— EXXON MOBIL CORP

+$246.2K

3,964 +89%

增持

JPUS J P MORGAN EXCHANGE TRADED F

+$244.4K

4,127 +104%

建仓

META META PLATFORMS INC

+$242.7K

421

减持

SCZ ISHARES TR

-$239.9K

31,328 -15%

减持

SCHV SCHWAB STRATEGIC TR

-$239.1K

90,384 -11%

清仓

MAR MARRIOTT INTL INC NEW

-$223.2K

0 -100%

清仓

IYW ISHARES TR

-$221.9K

0 -100%

清仓

VB VANGUARD INDEX FDS

-$215.8K

0 -100%

建仓

DFAX DIMENSIONAL ETF TRUST

+$214.2K

8,176

清仓

SCHZ SCHWAB STRATEGIC TR

-$201.7K

0 -100%

清仓

SWK STANLEY BLACK & DECKER INC

-$200.7K

0 -100%

减持

IEMG ISHARES INC

-$191.0K

28,068 -14%

减持

PDP INVESCO EXCHANGE TRADED FD T

-$180.6K

16,824 -3%

减持

IAGG ISHARES TR

-$171.6K

9,140 -27%

增持

AMZN AMAZON COM INC

+$144.8K

6,572 +30%

减持

QUAL ISHARES TR

-$140.9K

4,908 -11%

减持

HON HONEYWELL INTL INC

-$110.0K

1,479 -21%

增持

DNP DNP SELECT INCOME FD INC

+$99.6K

22,928 +60%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$98.9K

1,785 -5%

减持

BBEU J P MORGAN EXCHANGE TRADED F

+$89.2K

23,769 -5%

增持

IUSB ISHARES TR

+$88.9K

21,825 +8%

增持

ELV ELEVANCE HEALTH INC

+$70.5K

1,040 +0%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$70.4K

8,197 -11%

增持

MSFT MICROSOFT CORP

-$66.0K

9,902 +10%

减持

GBF ISHARES TR

-$62.4K

22,625 -4%

减持

PEP PEPSICO INC

-$60.3K

2,132 -14%

减持

IVV ISHARES TR

-$58.9K

1,760 -1%

增持

EFV ISHARES TR

+$58.2K

5,562 +8%

增持

IVW ISHARES TR

+$54.1K

4,025 +28%

清仓

MAIN MAIN STR CAP CORP

-$51.5K

0 -100%

减持

T AT&T INC

+$51.3K

11,033 -4%

减持

EFG ISHARES TR

-$43.3K

2,362 -18%

减持

XLV SELECT SECTOR SPDR TR

+$37.9K

7,100 -2%

减持

KO COCA COLA CO

+$34.6K

5,087 -5%

增持

JPEM J P MORGAN EXCHANGE TRADED F

+$32.0K

8,453 +6%

增持

ES EVERSOURCE ENERGY

+$29.4K

5,724 +1%

减持

HD HOME DEPOT INC

-$28.2K

664 -5%

增持

MRK MERCK & CO INC

-$22.4K

2,770 +2%

减持

OEF ISHARES TR

-$20.4K

958 -1%

减持

BAC BANK AMERICA CORP

-$18.0K

7,607 -0%

增持

PG PROCTER AND GAMBLE CO

+$16.9K

4,476 +1%

增持

SPY SPDR S&P 500 ETF TR

+$16.7K

862 +9%

减持

SCHR SCHWAB STRATEGIC TR

+$16.1K

85,815 -2%

增持

MBB ISHARES TR

+$14.6K

2,325 +5%

增持

JPM JPMORGAN CHASE & CO.

+$10.8K

1,202 +1%

增持

— ASML HOLDING N V

-$10.2K

402 +1%

减持

MCD MCDONALDS CORP

+$7.7K

665 -4%

增持

DYNF BLACKROCK ETF TRUST

-$7.7K

6,422 +3%

增持

IWF ISHARES TR

+$4.9K

40,969 +11%

减持

SPSB SPDR SER TR

-$1.6K

7,765 -1%