Kelly Financial Services LLC 13F 持仓 · 2026年Q2
Kelly Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 4.67 亿美元。前几大持仓：IVV（15.16%）、CORO（7.10%）、IVW（5.48%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $70.8M | 15.16% | 94,579 | 增持 |
| 2 | CORO | BLACKROCK ETF TRUST | $33.2M | 7.10% | 906,269 | 增持 |
| 3 | IVW | ISHARES TR | $25.6M | 5.48% | 186,168 | 减持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $24.2M | 5.19% | 356,559 | 减持 |
| 5 | IVE | ISHARES TR | $20.9M | 4.47% | 92,005 | 减持 |
| 6 | BINC | BLACKROCK ETF TRUST II | $18.1M | 3.88% | 346,715 | 增持 |
| 7 | GOVT | ISHARES TR | $14.7M | 3.15% | 646,386 | 增持 |
| 8 | BAI | BLACKROCK ETF TRUST | $14.2M | 3.03% | 268,572 | 减持 |
| 9 | TLH | ISHARES TR | $13.2M | 2.83% | 131,731 | 增持 |
| 10 | SCHR | SCHWAB STRATEGIC TR | $13.0M | 2.78% | 527,022 | 增持 |
| 11 | MBB | ISHARES TR | $12.1M | 2.59% | 127,863 | 增持 |
| 12 | IGEB | ISHARES TR | $11.4M | 2.45% | 253,415 | 增持 |
| 13 | IEMG | ISHARES INC | $11.2M | 2.39% | 135,016 | 减持 |
| 14 | MTUM | ISHARES TR | $11.1M | 2.38% | 32,473 | 减持 |
| 15 | IALT | BLACKROCK ETF TRUST | $10.3M | 2.20% | 366,056 | 新建仓 |
| 16 | THRO | BLACKROCK ETF TRUST | $9.8M | 2.10% | 227,677 | 减持 |
| 17 | SHLD | GLOBAL X FDS | $9.4M | 2.01% | 157,258 | 增持 |
| 18 | GGOV | BLACKROCK ETF TRUST II | $9.0M | 1.93% | 179,662 | 新建仓 |
| 19 | BLCR | BLACKROCK ETF TRUST | $8.2M | 1.76% | 163,282 | 减持 |
| 20 | LMUB | ISHARES TR | $6.7M | 1.44% | 131,465 | 增持 |
| 21 | JAAA | JANUS DETROIT STR TR | $6.5M | 1.40% | 129,226 | 减持 |
| 22 | SYSB | ISHARES TR | $6.0M | 1.29% | 67,728 | 增持 |
| 23 | SECU | BLACKROCK ETF TRUST II | $5.9M | 1.25% | 117,403 | 新建仓 |
| 24 | OEF | ISHARES TR | $5.5M | 1.17% | 14,938 | 增持 |
| 25 | SHW | SHERWIN WILLIAMS CO | $4.8M | 1.03% | 13,945 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR