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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 130 项
建仓 11
增持 68
减持 46
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
-$5.4M
1,870,926
+2%
增持
MOAT
VANECK ETF TRUST
-$3.3M
561,025
+1%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.2M
354,431
+9%
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。
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.5M
206,054
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.9M
2,371,188
+1%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.9M
496,936
+5%
清仓
SRCE
1ST SOURCE CORP
-$1.5M
0
-100%
增持
IJR
ISHARES TR
+$1.2M
212,193
+1%
增持
STIP
ISHARES TR
+$1.2M
311,471
+3%
增持
SMMU
PIMCO ETF TR
+$1.2M
161,103
+17%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.0M
9,243
增持
IJH
ISHARES TR
+$1.0M
281,560
+3%
增持
SCHX
SCHWAB STRATEGIC TR
-$978.0K
1,032,101
+1%
减持
MSFT
MICROSOFT CORP
-$877.0K
4,239
-16%
减持
FNDE
SCHWAB STRATEGIC TR
+$839.6K
594,759
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$820.7K
32,124
-0%
增持
SPYM
SPDR SERIES TRUST
-$619.6K
421,242
+3%
减持
GSIE
GOLDMAN SACHS ETF TR
-$553.5K
453,455
-3%
增持
PTRB
PGIM ETF TR
+$519.2K
78,482
+20%
减持
GNMA
ISHARES TR
-$473.1K
25,682
-29%
增持
MBB
ISHARES TR
+$466.7K
249,955
+2%
增持
VUG
VANGUARD INDEX FDS
-$420.0K
16,959
+6%
增持
QQQ
INVESCO QQQ TR
+$416.2K
1,879
+73%
减持
PYLD
PIMCO ETF TR
-$392.9K
498,134
-1%
增持
MUNI
PIMCO ETF TR
+$370.4K
89,347
+9%
减持
BIV
VANGUARD BD INDEX FDS
-$352.6K
38,355
-10%
清仓
XLK
SELECT SECTOR SPDR TR
-$314.1K
0
-100%
建仓
RFV
INVESCO EXCHANGE TRADED FD T
+$311.9K
2,400
建仓
COST
COSTCO WHOLESALE CORPORATION
+$311.9K
313
建仓
BOXX
EA SERIES TRUST
+$309.2K
2,659
增持
QLTY
GMO ETF TRUST
-$301.7K
380,573
+4%
增持
VCRM
VANGUARD MUN BD FDS
+$294.4K
45,400
+10%
减持
MA
MASTERCARD INCORPORATED
-$292.0K
4,038
-0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$291.6K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$284.2K
375,677
-6%
清仓
ABBV
ABBVIE INC
-$282.9K
0
-100%
减持
AVGO
BROADCOM INC
-$276.9K
1,231
-35%
增持
GOOGL
ALPHABET INC
-$271.9K
13,518
+2%
建仓
LLY
ELI LILLY & CO
+$270.4K
294
建仓
IWN
ISHARES TR
+$266.4K
1,405
减持
AAPL
APPLE INC
-$246.3K
13,053
-0%
建仓
COP
CONOCOPHILLIPS
+$239.3K
1,813
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$238.0K
5,924
-1%
增持
WMT
WALMART INC
+$229.6K
12,877
+5%
建仓
PCG
PG&E CORP
+$226.6K
12,899
增持
SPDW
SPDR INDEX SHS FDS
+$220.1K
26,793
+19%
清仓
MMM
3M CO
-$220.0K
0
-100%
建仓
TJX
TJX COS INC NEW
+$218.2K
1,366
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$217.2K
4,275
增持
JNJ
JOHNSON & JOHNSON
+$216.1K
3,664
+12%
建仓
—
CHUBB LTD SWITZ
+$212.8K
653
减持
GBIL
GOLDMAN SACHS ETF TR
-$198.4K
3,289
-38%
减持
STPZ
PIMCO ETF TR
-$193.8K
130,364
-3%
减持
IWR
ISHARES TR
-$183.7K
7,283
-21%
增持
VV
VANGUARD INDEX FDS
-$170.1K
11,826
+1%
增持
—
EXXON MOBIL CORP
+$166.5K
2,565
+15%
增持
EPS
WISDOMTREE TR
+$166.2K
6,495
+67%
增持
GDE
WISDOMTREE TR
+$162.1K
6,004
+72%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$153.6K
14,832
-11%
减持
AXP
AMERICAN EXPRESS CO
-$146.2K
1,657
-5%
增持
AVDV
AMERICAN CENTY ETF TR
+$138.1K
8,674
+12%
增持
IWM
ISHARES TR
+$135.0K
2,346
+29%
增持
VTV
VANGUARD INDEX FDS
+$128.5K
15,777
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$121.8K
83,338
+4%
增持
TSLA
TESLA INC
-$119.6K
2,019
+4%
减持
IWF
ISHARES TR
-$114.0K
2,360
-0%
增持
NVDA
NVIDIA CORPORATION
+$112.9K
5,283
+22%
减持
VOO
VANGUARD INDEX FDS
-$106.2K
2,832
-1%
增持
SPAB
SPDR SERIES TRUST
+$97.6K
51,441
+9%
增持
AVSD
AMERICAN CENTY ETF TR
+$97.1K
5,687
+31%
减持
AVDS
AMERICAN CENTY ETF TR
+$92.7K
49,358
-0%
减持
QCOM
QUALCOMM INC
-$89.1K
1,820
-4%
减持
ESGD
ISHARES TR
-$87.7K
3,920
-19%
增持
AMZN
AMAZON COM INC
-$76.1K
3,569
+1%
增持
MU
MICRON TECHNOLOGY INC
+$75.6K
848
+15%
减持
FDX
FEDEX CORP
+$75.2K
3,116
-13%
增持
AVLV
AMERICAN CENTY ETF TR
+$74.7K
12,743
+1%
增持
NFLX
NETFLIX INC.
+$74.2K
11,657
+4%
减持
DIS
DISNEY WALT CO
-$73.7K
3,364
-4%
增持
VB
VANGUARD INDEX FDS
+$70.5K
2,616
+10%
减持
IYY
ISHARES TR
-$68.5K
8,850
-0%
增持
AVSU
AMERICAN CENTY ETF TR
+$66.1K
21,059
+8%
减持
IEFA
ISHARES TR
-$59.3K
8,731
-8%
增持
BSV
VANGUARD BD INDEX FDS
-$54.9K
267,060
+0%
增持
DIA
STATE STR SPDR DOW JONES IND
+$51.0K
2,992
+8%
减持
SCHV
SCHWAB STRATEGIC TR
-$46.8K
12,035
-14%
减持
MRK
MERCK & CO INC
+$46.4K
3,542
-2%
增持
ORCL
ORACLE CORP
-$43.6K
1,475
+10%
增持
PG
PROCTER & GAMBLE CO
+$41.5K
5,919
+4%
增持
GOOG
ALPHABET INC
-$38.6K
4,112
+6%
增持
AMGN
AMGEN INC
+$36.4K
1,239
+1%
减持
SPMD
SPDR SERIES TRUST
-$35.6K
28,125
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.3K
7,622
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$34.0K
64,394
-0%
减持
NULG
NUSHARES ETF TR
-$30.5K
4,135
-1%
减持
SUSA
ISHARES TR
-$26.9K
2,630
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$26.8K
2,753
-3%
减持
FNDA
SCHWAB STRATEGIC TR
+$25.4K
68,219
-2%
增持
ILCG
ISHARES TR
-$25.3K
2,966
+0%
减持
IBB
ISHARES TR
-$22.8K
3,257
-4%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$22.7K
4,823
+0%
增持
BOND
PIMCO ETF TR
-$22.2K
262,289
+1%
增持
PM
PHILIP MORRIS INTL INC
+$21.1K
2,942
+1%
增持
SPTM
SPDR SERIES TRUST
-$20.7K
6,089
+0%
增持
VSDM
VANGUARD MUN BD FDS
+$20.3K
10,542
+3%
增持
IUSG
ISHARES TR
-$20.2K
1,599
+0%
增持
JPM
JPMORGAN CHASE & CO
+$20.1K
1,431
+15%
减持
YUM
YUM BRANDS INC
-$19.7K
5,906
-5%
减持
SCHM
SCHWAB STRATEGIC TR
-$16.3K
50,238
-4%
减持
PEP
PEPSICO INC
+$16.1K
3,201
-5%
增持
IVV
ISHARES TR
-$12.7K
2,703
+4%
增持
NUBD
NUSHARES ETF TR
+$11.9K
31,162
+2%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$10.2K
3,039
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$10.1K
6,272
+3%
增持
META
META PLATFORMS INC
+$9.7K
408
+20%
增持
VO
VANGUARD INDEX FDS
-$9.2K
3,304
+0%
增持
HD
HOME DEPOT INC
+$8.0K
1,231
+7%
增持
SPSM
SPDR SERIES TRUST
+$7.8K
4,979
+0%
减持
IWD
ISHARES TR
+$6.8K
4,019
-1%
减持
AVEM
AMERICAN CENTY ETF TR
-$6.3K
67,140
-5%
增持
AZO
AUTOZONE INC
+$5.8K
74
+3%
增持
DLN
WISDOMTREE TR
+$5.2K
3,857
+0%
增持
LOW
LOWES COS INC
-$5.2K
1,210
+0%
减持
AVSE
AMERICAN CENTY ETF TR
+$5.0K
3,718
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.9K
21,103
+1%
减持
AIVL
WISDOMTREE TR
+$2.3K
6,399
-0%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$2.2K
32,518
-0%
减持
NUSC
NUSHARES ETF TR
+$1.4K
6,103
-0%
增持
CGC
CANOPY GROWTH CORPORATION
-$959
11,000
+10%
增持
ISTB
ISHARES TR
+$329
7,069
+1%
