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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 122 项
建仓 5
增持 79
减持 35
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AVDE
AMERICAN CENTY ETF TR
+$20.4M
326,357
+300%
减持
GSIE
GOLDMAN SACHS ETF TR
-$18.3M
468,352
-50%
增持
SPYM
SPDR SERIES TRUST
+$3.0M
409,641
+7%
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
+$3.0M
556,020
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$2.4M
2,356,429
+0%
减持
TSLA
TESLA INC
-$2.2M
1,935
-72%
增持
STIP
ISHARES TR
+$1.9M
303,015
+8%
增持
VV
VANGUARD INDEX FDS
+$1.7M
11,767
+82%
增持
MBB
ISHARES TR
+$1.7M
244,345
+8%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.5M
213,417
-6%
减持
GOOGL
ALPHABET INC
+$921.8K
13,288
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$921.0K
266,401
+5%
增持
QLTY
GMO ETF TRUST
+$900.4K
365,857
+1%
增持
IJR
ISHARES TR
+$865.3K
209,258
+2%
增持
BOND
PIMCO ETF TR
+$767.7K
260,274
+4%
增持
IJH
ISHARES TR
+$691.4K
272,798
+3%
增持
AVSU
AMERICAN CENTY ETF TR
+$608.1K
19,537
+63%
减持
SCHG
SCHWAB STRATEGIC TR
+$602.6K
1,834,823
-1%
减持
GNMA
ISHARES TR
-$577.3K
36,184
-27%
增持
AVLV
AMERICAN CENTY ETF TR
+$573.6K
12,571
+140%
增持
MSFT
MICROSOFT CORP
+$561.9K
5,058
+39%
增持
VUG
VANGUARD INDEX FDS
+$536.3K
16,045
+6%
增持
AAPL
APPLE INC
+$506.3K
13,092
+9%
增持
PTRB
PGIM ETF TR
+$491.7K
65,143
+22%
增持
SPDW
SPDR INDEX SHS FDS
+$475.2K
22,584
+83%
增持
AVGO
BROADCOM INC
+$379.2K
1,901
+125%
减持
SCHX
SCHWAB STRATEGIC TR
+$364.2K
1,019,736
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$349.2K
398,594
+1%
增持
NFLX
NETFLIX INC
-$346.5K
11,163
+861%
建仓
XLK
SELECT SECTOR SPDR TR
+$314.1K
2,182
增持
MUNI
PIMCO ETF TR
+$313.2K
81,905
+8%
增持
VCRM
VANGUARD MUN BD FDS
+$305.5K
41,252
+10%
增持
GOOG
ALPHABET INC
+$299.7K
3,882
+3%
清仓
SCHH
SCHWAB STRATEGIC TR
-$290.7K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$284.1K
6,069
建仓
ABBV
ABBVIE INC
+$282.9K
1,238
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$277.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$266.6K
32,258
+2%
减持
PEP
PEPSICO INC
-$234.0K
3,352
-34%
增持
AVDV
AMERICAN CENTY ETF TR
+$229.3K
7,748
+38%
建仓
MU
MICRON TECHNOLOGY INC
+$210.9K
739
增持
FDX
FEDEX CORP
+$209.1K
3,582
+2%
增持
QQQ
INVESCO QQQ TR
+$204.3K
1,088
+41%
清仓
MKC
MCCORMICK & CO INC
-$201.5K
0
-100%
增持
IWR
ISHARES TR
+$188.7K
9,264
+27%
增持
PYLD
PIMCO ETF TR
+$157.3K
503,900
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$154.0K
70,326
+0%
增持
SMMU
PIMCO ETF TR
+$151.3K
138,186
+3%
增持
VSDM
VANGUARD MUN BD FDS
+$139.5K
10,254
+22%
减持
EPS
WISDOMTREE TR
-$137.3K
3,897
-35%
增持
AVDS
AMERICAN CENTY ETF TR
+$133.5K
49,472
+1%
减持
ORCL
ORACLE CORP
-$131.7K
1,337
-4%
增持
WMT
WALMART INC
+$126.8K
12,304
+2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$121.4K
5,283
-18%
增持
BIV
VANGUARD BD INDEX FDS
+$113.7K
42,537
+4%
增持
AMZN
AMAZON COM INC
+$96.8K
3,550
+8%
增持
IEFA
ISHARES TR
+$96.3K
9,498
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$91.7K
80,253
+2%
减持
AZO
AUTOZONE INC
-$90.5K
72
-8%
增持
SPAB
SPDR SERIES TRUST
+$89.0K
47,390
+8%
增持
IBB
ISHARES TR
+$82.9K
3,394
+0%
减持
PG
PROCTER AND GAMBLE CO
-$82.4K
5,677
-3%
增持
MRK
MERCK & CO INC
+$81.0K
3,607
+1%
减持
HD
HOME DEPOT INC
-$77.7K
1,154
-2%
增持
FNDC
SCHWAB STRATEGIC TR
+$77.6K
475,257
+0%
增持
JNJ
JOHNSON & JOHNSON
+$76.5K
3,283
+1%
增持
VOO
VANGUARD INDEX FDS
+$75.4K
2,868
+2%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$74.9K
32,654
-1%
减持
VTV
VANGUARD INDEX FDS
+$69.5K
15,535
-0%
增持
NVDA
NVIDIA CORPORATION
+$56.7K
4,335
+8%
增持
AMGN
AMGEN INC
+$56.2K
1,221
+0%
减持
IVE
ISHARES TR
-$56.1K
3,419
-10%
增持
STPZ
PIMCO ETF TR
+$54.1K
135,060
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$53.8K
64,558
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$51.7K
2,777
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$48.5K
5,999
-1%
减持
AXP
AMERICAN EXPRESS CO
+$41.9K
1,750
-4%
增持
IVV
ISHARES TR
+$41.6K
2,596
+0%
增持
SPMD
SPDR SERIES TRUST
+$41.4K
29,376
+1%
减持
MINO
PIMCO ETF TR
-$39.3K
16,697
-5%
增持
SCHM
SCHWAB STRATEGIC TR
+$35.9K
52,267
+1%
减持
FNDF
SCHWAB STRATEGIC TR
+$35.1K
16,102
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$31.2K
7,614
+0%
减持
AVSE
AMERICAN CENTY ETF TR
-$29.4K
3,732
-13%
增持
IWD
ISHARES TR
+$27.6K
4,050
+0%
增持
—
EXXON MOBIL CORP
+$26.9K
2,232
+4%
减持
IYY
ISHARES TR
+$26.5K
8,871
-0%
增持
FNDE
SCHWAB STRATEGIC TR
+$22.5K
607,762
+0%
增持
NULV
NUSHARES ETF TR
+$21.8K
7,121
+4%
减持
SRCE
1ST SOURCE CORP
+$21.0K
23,406
-0%
减持
GEM
GOLDMAN SACHS ETF TR
-$20.2K
12,200
-6%
减持
PM
PHILIP MORRIS INTL INC
-$19.1K
2,901
-3%
增持
AVSD
AMERICAN CENTY ETF TR
+$18.8K
4,333
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$15.2K
16,672
+1%
增持
MA
MASTERCARD INCORPORATED
+$14.6K
4,046
+0%
增持
QCOM
QUALCOMM INC
+$14.2K
1,891
+2%
减持
LOW
LOWES COS INC
-$13.7K
1,207
-0%
增持
MMM
3M CO
+$13.4K
1,374
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$11.9K
1,244
+1%
增持
SPTM
SPDR SERIES TRUST
+$11.5K
6,086
+0%
建仓
CGC
CANOPY GROWTH CORP
+$11.4K
10,000
增持
SUSA
ISHARES TR
+$10.0K
2,687
+0%
增持
VO
VANGUARD INDEX FDS
-$9.9K
3,301
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$9.8K
13,976
-4%
增持
NUBD
NUSHARES ETF TR
+$9.8K
30,429
+2%
减持
ESGD
ISHARES TR
+$9.2K
4,864
-0%
增持
META
META PLATFORMS INC
+$8.6K
339
+16%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$8.6K
4,822
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$8.5K
3,090
-1%
减持
NULG
NUSHARES ETF TR
-$7.7K
4,157
-0%
增持
DIS
DISNEY WALT CO
+$6.8K
3,498
+2%
增持
IUSG
ISHARES TR
+$5.8K
1,597
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$5.4K
883
+3%
增持
NUSC
NUSHARES ETF TR
+$4.7K
6,128
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.3K
20,845
+1%
增持
YUM
YUM BRANDS INC
-$4.1K
6,200
+0%
增持
ISTB
ISHARES TR
+$4.1K
7,020
+1%
减持
AIVL
WISDOMTREE TR
+$3.1K
6,420
-0%
减持
SPSM
SPDR SERIES TRUST
+$1.7K
4,968
-0%
增持
ILCG
ISHARES TR
-$682
2,965
+0%
减持
DLN
WISDOMTREE TR
-$376
3,852
-1%
减持
FNDA
SCHWAB STRATEGIC TR
-$245
69,405
-1%
