KERR FINANCIAL PLANNING Corp

报告期 2026-03-31 · CIK 0002095947

持仓数

522

前50大市值合计

$58.2M

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 16增持 84减持 37清仓 13

方向

标的

Δ市值

现股数(环比)

清仓

QQQ INVSC QQQ TRUST SRS 1 ETF

-$4.3M

0 -100%

增持

SMH VANECK SEMICONDUCTOR ETF

+$886.2K

4,640 +100%

增持

USMV USMV

+$644.9K

12,688 +115%

增持

JEPI JEPI

+$621.6K

34,675 +40%

增持

VOO VOO

+$554.9K

2,028 +78%

增持

XLE XLE

+$517.9K

12,542 +375%

增持

GRNY GRNY

+$515.4K

56,315 +65%

增持

SPY SPY

+$410.2K

1,203 +101%

增持

— VTV

+$391.6K

3,894 +98%

增持

IYY IYY

+$346.9K

9,491 +27%

建仓

BKT BLK

+$298.3K

282

清仓

— BLACKROCK INC NEW

-$295.7K

0 -100%

减持

MSFT MSFT

-$258.9K

2,189 -1%

增持

NVDA NVDA

-$258.2K

21,298 +2%

增持

AVGO AVGO

+$256.8K

823 +41050%

增持

QQQI QQQI

+$250.1K

4,809 +53333%

增持

RDVY RDVY

+$247.1K

5,501 +150%

增持

TSLA TSLA

-$242.5K

11,452 +2%

增持

AMD AMD

-$241.2K

4,937 +2%

增持

SOXX SOXX

+$238.1K

1,597 +82%

增持

VMBS VMBS

+$218.1K

9,244 +100%

增持

VYM VYM

+$202.8K

2,859 +87%

增持

GOOGL GOOGL

+$193.9K

2,206 +20%

建仓

MRK MRK

+$174.4K

1,450

减持

DDIV DDIV

-$161.9K

2,567 -63%

增持

VDE VDE

+$154.1K

1,750 +150%

增持

— XOM

+$144.4K

3,568 +13%

增持

CRWD CRWD

-$141.0K

1,103 +4%

清仓

— MERCK & CO. INC.

-$138.1K

0 -100%

增持

XLK XLK

+$131.2K

1,546 +166%

增持

AMAT AMAT

+$129.3K

1,861 +0%

清仓

PDI PIMCO DYNAMIC INCOME CF

-$129.3K

0 -100%

增持

VV VV

+$123.9K

794 +100%

增持

META META

+$121.8K

882 +13%

增持

VYMI VYMI

+$120.6K

2,500 +100%

建仓

BCTK BCTK

+$118.1K

5,117

增持

SPEM SPEM

+$116.9K

4,780 +100%

增持

XLF XLF

+$115.8K

3,340 +186%

增持

XCEM XCEM

+$115.5K

5,524 +100%

增持

JEPQ JEPQ

+$114.8K

5,685 +58%

增持

VB VBR

+$112.2K

689 +188%

减持

DELL DELL

-$110.7K

1,129 -41%

增持

IVE IVE

+$109.3K

2,626 +18%

增持

ARKK ARKK

-$109.3K

29,679 +9%

增持

SCHV SCHWAB US LARGE CAP VALUE ETF

+$105.6K

6,700 +101%

增持

COIN COIN

-$103.8K

1,263 +15%

增持

VNQ VNQ

+$103.7K

2,334 +95%

减持

SOUN SOUN

-$102.4K

21,000 -5%

增持

JBND JBND

+$98.7K

3,940 +86%

建仓

PDX PDI

+$92.3K

4,997

增持

NVO NVO

+$90.6K

2,109 +8012%

减持

V V

-$87.5K

318 -46%

减持

MU MU

+$87.2K

709 -3%

增持

VUG VUG

+$84.1K

336 +120%

减持

AAPL AAPL

+$82.5K

14,511 -1%

增持

ORCL ORCL

-$81.2K

1,964 +23%

增持

UBER UBER

+$71.8K

1,100 +817%

减持

XETYX ETY

-$71.4K

2,117 -68%

减持

IYH IYH

-$66.6K

252 -80%

增持

VEU VEU

+$64.8K

1,670 +100%

增持

GOOG GOOG

+$64.3K

1,579 +1%

增持

FTCS FTCS

+$63.8K

4,174 +11%

增持

VEA VEA

+$58.4K

1,768 +100%

减持

IWF IWF

-$57.2K

982 -7%

增持

MRVL MRVL

-$55.6K

5,053 +0%

增持

SGOV SGOV

+$55.5K

3,110 +21%

减持

AZO AZO

-$53.3K

81 -9%

增持

CVX CVX

+$51.9K

1,122 +17%

减持

GLW GLW

+$51.7K

3,136 -14%

增持

VTI VTI

+$51.2K

306 +100%

清仓

DG DOLLAR TREE INC

-$50.8K

0 -100%

减持

OPEN OPEN

-$46.3K

14,000 -3%

建仓

DLTR DLTR

+$45.6K

380

减持

FDL FDL

-$45.0K

3,936 -29%

建仓

TGT TGT

+$44.5K

400

减持

QCLN QCLN

-$44.0K

1,364 -45%

增持

VPU VPU

+$43.2K

492 +89%

减持

MGK MGK

-$42.9K

651 -9%

清仓

ETJ EATON VANCE RISK MAN DIV

-$42.2K

0 -100%

增持

SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF

+$41.2K

3,290 +100%

减持

JQUA JQUA

-$41.0K

8,182 -9%

增持

AGG AGG

+$40.4K

6,946 +6%

清仓

APH AMPHENOL CORP NEW CLASS A

-$40.2K

0 -100%

增持

UFOX SIXG

+$39.1K

1,203 +100%

减持

AIQ AIQ

-$38.0K

3,350 -16%

减持

ARTY ARTY

-$37.3K

5,685 -14%

增持

WFC WFC

+$36.8K

4,782 +0%

增持

MTUM MTUM

+$36.0K

1,754 +10%

清仓

XDIAX NUVEEN DOW 30SM DYNAMIC

-$35.8K

0 -100%

建仓

NLY NLY

+$35.4K

1,530

增持

SMLF SMLF

+$35.1K

907 +100%

减持

COST COST

+$34.9K

505 -1%

增持

VGT VGT

+$34.1K

96 +100%

减持

PMT PMT

-$33.9K

1,451 -65%

建仓

DE DE

+$33.6K

减持

NKE NKE

-$33.4K

135 -92%

增持

XLV XLV

+$32.8K

422 +100%

减持

LRCX LRCX

+$32.3K

516 -0%

减持

QCOM QCOM

-$31.7K

888 -1%

增持

DIS DIS

+$31.6K

389 +337%

增持

TLT TLT

+$31.4K

747 +93%

减持

BP BP

-$31.3K

2,826 -25%

增持

C C

+$31.1K

1,923 +0%

减持

T T

-$31.1K

2,924 -12%

增持

QUAL QUAL

+$30.9K

1,942 +6%

增持

VSS VSS

+$30.4K

400 +100%

清仓

— AIRBNB INC CLASS A

-$29.7K

0 -100%

增持

AMZN AMZN

-$29.0K

12,024 +4%

增持

XAGG XAGG

+$29.0K

1,131 +101%

增持

WMT WMT

+$28.5K

328 +156%

建仓

ABNB ABNB

+$28.0K

231

增持

— BOND

+$27.8K

4,537 +7%

增持

SDIV SDIV

+$27.3K

2,072 +106%

增持

JNJ JNJ

+$26.4K

670 +0%

增持

VHT VHT

+$25.9K

180 +100%

减持

BBRE BBRE

-$25.8K

925 -24%

增持

VZ VZ

+$25.6K

799 +171%

减持

ITOT ITOT

-$25.4K

5,008 -4%

减持

TSM TSM

+$25.0K

777 -4%

增持

XLY XLY

+$24.8K

315 +200%

增持

IVV IVV

+$24.5K

3,050 +0%

增持

STPZ STPZ

+$24.5K

906 +100%

减持

INTC INTC

+$24.1K

2,711 -10%

增持

PAVE PAVE

+$23.7K

813 +98%

清仓

— DEERE & CO

-$23.4K

0 -100%

减持

BND BND

-$23.3K

1,665 -16%

减持

NFLX NFLX

-$23.2K

620 -6%

减持

PANW PANW

-$22.9K

262 -17%

减持

UNH UNH

-$22.2K

336 -2%

建仓

UHS UHS

+$21.6K

100

增持

SRE SRE

-$21.6K

4,351 +0%

清仓

— RAMACO RES INC CLASS A

-$21.2K

0 -100%

增持

SCHG SCHG

-$21.1K

11,924 +0%

建仓

— FTI

+$20.7K

368

增持

ET ET

+$20.6K

13,034 +2%

建仓

PSH SDHY

+$20.0K

1,204

清仓

SDHY PGIM SHORT DURATION HIGH

-$19.6K

0 -100%

建仓

A A

+$19.6K

150

增持

TLH TLH

+$19.3K

362 +110%

减持

AMGN AMGN

+$18.8K

913 -1%

建仓

BIIB BIIB

+$18.5K

100

增持

SCZ SCZ

+$18.0K

440 +100%

增持

AFL AFL

+$18.0K

3,675 +0%

减持

SCHW SCHW

-$17.9K

665 -27%

清仓

NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$17.3K

0 -100%

减持

GWW GWW

+$17.2K

70 -3%

建仓

METC METC

+$17.2K

1,000

建仓

RBA RBA

+$16.9K

147

增持

VXUS VXUS

+$16.6K

419 +100%

增持

CCI CCI

+$16.3K

597 +73%

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。