Kelsey Financial, LLC 13F 持仓 · 2026年Q2
Kelsey Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.32 亿美元。前几大持仓：QQQ（20.90%）、IWD（9.31%）、LQD（7.88%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $27.5M | 20.90% | 37,403 | 增持 |
| 2 | IWD | ISHARES TR | $12.3M | 9.31% | 50,631 | 增持 |
| 3 | LQD | ISHARES TR | $10.4M | 7.88% | 95,170 | 减持 |
| 4 | IGSB | ISHARES TR | $9.4M | 7.16% | 180,138 | 增持 |
| 5 | AVGO | BROADCOM INC | $9.0M | 6.82% | 23,803 | 持平 |
| 6 | AMGN | AMGEN INC | $7.9M | 5.99% | 21,792 | 减持 |
| 7 | IWS | ISHARES TR | $5.9M | 4.50% | 36,016 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $5.3M | 4.00% | 62,894 | 增持 |
| 9 | IWP | ISHARES TR | $5.1M | 3.83% | 34,500 | 增持 |
| 10 | IWN | ISHARES TR | $3.3M | 2.54% | 15,110 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.49% | 4,388 | 减持 |
| 12 | IWO | ISHARES TR | $2.8M | 2.15% | 7,178 | 增持 |
| 13 | AAPL | APPLE INC | $2.1M | 1.60% | 7,278 | 增持 |
| 14 | JNK | SPDR SERIES TRUST | $1.6M | 1.19% | 16,244 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $1.6M | 1.18% | 7,790 | 增持 |
| 16 | EEM | ISHARES TR | $1.2M | 0.93% | 17,824 | 减持 |
| 17 | TSLA | TESLA INC | $1.2M | 0.93% | 2,919 | 减持 |
| 18 | ESGU | ISHARES TR | $1.2M | 0.87% | 7,044 | 减持 |
| 19 | A | AGILENT TECHNOLOGIES INC | $971,784 | 0.74% | 7,316 | 持平 |
| 20 | SUSC | ISHARES TR | $966,965 | 0.73% | 41,767 | 增持 |
| 21 | SPYM | SPDR SERIES TRUST | $942,402 | 0.72% | 10,724 | 增持 |
| 22 | TIP | ISHARES TR | $943,285 | 0.72% | 8,620 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $905,216 | 0.69% | 1,318 | 减持 |
| 24 | VTC | VANGUARD SCOTTSDALE FDS | $905,933 | 0.69% | 11,796 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $785,580 | 0.60% | 2,106 | 减持 |
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