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Kelman-Lazarov, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kelman-Lazarov, Inc.
报告期 2026-03-31 · CIK 0001672067
持仓数
140
前50大市值合计
$648.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 124 项
建仓 15
增持 65
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
1,856,765
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.4M
2,345,720
+0%
增持
VUG
VANGUARD INDEX FDS
+$3.3M
15,202
+68%
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
MOAT
VANECK ETF TRUST
+$3.3M
551,165
+1%
增持
SPYM
SPDR SERIES TRUST
+$3.0M
381,217
+3%
增持
IJR
ISHARES TR
+$2.2M
204,354
+1%
增持
FNDE
SCHWAB STRATEGIC TR
+$2.0M
605,460
+0%
增持
STIP
ISHARES TR
+$1.7M
281,671
+6%
增持
MBB
ISHARES TR
+$1.6M
226,553
+6%
增持
VCRM
VANGUARD MUN BD FDS
+$1.5M
37,368
+116%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
15,537
+96%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
1,027,974
-2%
建仓
SRCE
1ST SOURCE CORP
+$1.4M
23,419
减持
GSLC
GOLDMAN SACHS ETF TR
+$1.4M
228,139
-2%
增持
BOND
PIMCO ETF TR
+$1.3M
251,298
+5%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
81,531
+13%
减持
FNDC
SCHWAB STRATEGIC TR
+$1.1M
473,940
-0%
增持
IJH
ISHARES TR
+$1.0M
265,296
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$957.5K
254,392
+5%
增持
GOOGL
ALPHABET INC
+$917.3K
13,317
+1%
增持
TSLA
TESLA INC
+$906.3K
6,903
+1%
增持
SMMU
PIMCO ETF TR
+$824.0K
134,812
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$812.3K
31,722
+2%
增持
PYLD
PIMCO ETF TR
+$791.1K
495,035
+5%
增持
VV
VANGUARD INDEX FDS
+$754.9K
6,448
+50%
增持
AAPL
APPLE INC
+$720.4K
11,989
+5%
建仓
IWR
ISHARES TR
+$703.2K
7,283
建仓
VB
VANGUARD INDEX FDS
+$605.9K
2,383
建仓
EFG
ISHARES TR
+$603.0K
5,295
增持
PTRB
PGIM ETF TR
+$575.8K
53,244
+33%
清仓
—
VANECK ETF TRUST
-$566.4K
0
-100%
减持
QLTY
2023 ETF SERIES TRUST II
+$537.8K
363,925
-1%
建仓
SPDW
SPDR INDEX SHS FDS
+$527.8K
12,334
增持
VOO
VANGUARD INDEX FDS
+$503.5K
2,814
+31%
增持
SPY
SPDR S&P 500 ETF TR
+$502.3K
6,068
+6%
建仓
AVDV
AMERICAN CENTY ETF TR
+$498.7K
5,602
增持
PEP
PEPSICO INC
+$488.4K
5,092
+197%
建仓
QQQ
INVESCO QQQ TR
+$463.9K
773
增持
MINO
PIMCO ETF TR
+$458.5K
17,567
+130%
减持
GSIE
GOLDMAN SACHS ETF TR
+$443.7K
934,334
-2%
增持
SPAB
SPDR SERIES TRUST
+$419.7K
43,765
+57%
建仓
EPS
WISDOMTREE TR
+$413.4K
5,997
建仓
IWP
ISHARES TR
+$384.2K
2,698
减持
SCHF
SCHWAB STRATEGIC TR
+$383.0K
396,606
-1%
建仓
CSM
PROSHARES TR
+$367.5K
4,800
增持
IWB
ISHARES TR
+$319.3K
2,403
+46%
减持
GNMA
ISHARES TR
-$312.8K
49,356
-13%
减持
AVEM
AMERICAN CENTY ETF TR
+$306.3K
70,063
-3%
建仓
SCHH
SCHWAB STRATEGIC TR
+$290.7K
13,476
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$277.1K
3,883
清仓
EL
LAUDER ESTEE COS INC
-$272.1K
0
-100%
清仓
BA
BOEING CO
-$270.7K
0
-100%
减持
AVDS
AMERICAN CENTY ETF TR
+$259.5K
49,148
-0%
减持
GOOG
ALPHABET INC
+$243.1K
3,771
-1%
建仓
SPSM
SPDR SERIES TRUST
+$231.1K
4,989
建仓
META
META PLATFORMS INC
+$215.2K
293
增持
VSDM
VANGUARD MUN BD FDS
+$214.3K
8,401
+48%
增持
FNDA
SCHWAB STRATEGIC TR
+$209.6K
70,192
+2%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$209.5K
33,110
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$206.7K
2,766
+13%
清仓
KO
COCA COLA CO
-$203.2K
0
-100%
减持
YUM
YUM BRANDS INC
-$202.3K
6,198
-20%
减持
VTEB
VANGUARD MUN BD FDS
-$201.5K
78,774
-7%
建仓
GDE
WISDOMTREE TR
+$200.8K
3,498
清仓
V
VISA INC
-$200.7K
0
-100%
增持
MSFT
MICROSOFT CORP
+$196.8K
3,638
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$168.1K
63,971
+0%
增持
JNJ
JOHNSON & JOHNSON
+$161.5K
3,252
+13%
增持
ORCL
ORACLE CORP
+$142.3K
1,395
+22%
增持
AVSU
AMERICAN CENTY ETF TR
+$139.1K
11,997
+11%
增持
IVV
ISHARES TR
+$131.8K
2,595
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$130.7K
40,967
-5%
增持
STPZ
PIMCO ETF TR
+$124.8K
132,770
+1%
增持
WMT
WALMART INC
+$124.6K
12,071
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$124.1K
3,114
+2%
减持
NSC
NORFOLK SOUTHN CORP
+$122.2K
2,829
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$114.2K
51,813
+2%
增持
IVE
ISHARES TR
+$113.2K
3,783
+11%
增持
AZO
AUTOZONE INC
+$108.2K
78
+28%
增持
FDX
FEDEX CORP
+$99.4K
3,501
+10%
增持
AXP
AMERICAN EXPRESS CO
+$98.9K
1,823
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$86.3K
7,610
+0%
减持
NVDA
NVIDIA CORPORATION
-$83.7K
4,029
-24%
增持
MRK
MERCK & CO INC
+$79.7K
3,559
+29%
减持
MUNI
PIMCO ETF TR
-$76.6K
76,118
-4%
增持
AMZN
AMAZON COM INC
+$76.0K
3,291
+12%
减持
IWF
ISHARES TR
+$74.5K
2,367
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$73.1K
16,440
-6%
增持
LOW
LOWES COS INC
+$71.9K
1,213
+16%
增持
AVGO
BROADCOM INC
+$70.4K
845
+12%
减持
PM
PHILIP MORRIS INTL INC
-$67.1K
2,987
-1%
减持
DIS
DISNEY WALT CO
-$65.5K
3,416
-7%
增持
NUSC
NUSHARES ETF TR
+$65.4K
6,097
+22%
增持
IEFA
ISHARES TR
+$64.8K
8,629
+5%
减持
SPMD
SPDR SERIES TRUST
+$60.7K
29,022
-1%
增持
NULG
NUSHARES ETF TR
+$46.8K
4,166
+6%
增持
VO
VANGUARD INDEX FDS
+$46.7K
3,296
+0%
减持
FNDF
SCHWAB STRATEGIC TR
+$46.3K
16,130
-0%
增持
ESGD
ISHARES TR
+$46.2K
4,875
+7%
减持
IBB
ISHARES TR
+$44.5K
3,393
-4%
增持
PG
PROCTER AND GAMBLE CO
+$40.4K
5,831
+9%
增持
IWD
ISHARES TR
+$38.1K
4,049
+0%
减持
GBIL
GOLDMAN SACHS ETF TR
-$36.9K
6,479
-5%
减持
GEM
GOLDMAN SACHS ETF TR
-$36.8K
12,963
-15%
减持
HD
HOME DEPOT INC
+$35.2K
1,172
-2%
增持
MA
MASTERCARD INCORPORATED
+$32.4K
4,035
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$30.7K
20,571
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$30.2K
860
-18%
减持
SPTM
SPDR SERIES TRUST
+$29.2K
6,083
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$26.2K
4,820
+0%
增持
MKC
MCCORMICK & CO INC
-$26.1K
3,011
+0%
增持
QCOM
QUALCOMM INC
+$25.2K
1,859
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$24.5K
1,233
-2%
增持
IUSG
ISHARES TR
+$22.9K
1,595
+0%
增持
ILCG
ISHARES TR
+$22.0K
2,964
+0%
减持
SUSA
ISHARES TR
+$19.3K
2,686
-1%
增持
—
EXXON MOBIL CORP
+$16.6K
2,144
+3%
减持
DLN
WISDOMTREE TR
+$13.7K
3,903
-2%
减持
AVSE
AMERICAN CENTY ETF TR
-$6.2K
4,277
-10%
增持
ISTB
ISHARES TR
+$4.8K
6,923
+1%
减持
AMGN
AMGEN INC
+$1.7K
1,217
-0%
减持
NUBD
NUSHARES ETF TR
+$1.4K
29,859
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$933
14,554
-5%
减持
MMM
3M CO
-$654
1,331
-2%
