Kennedy Investment Group 13F 持仓 · 2026年Q2
Kennedy Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 2.95 亿美元。前几大持仓：AVGO（7.62%）、AAPL（6.81%）、FTHY（5.46%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $22.5M | 7.62% | 59,476 | 增持 |
| 2 | AAPL | APPLE INC | $20.1M | 6.81% | 69,387 | 减持 |
| 3 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | $16.1M | 5.46% | 1.2M | 增持 |
| 4 | AMZN | AMAZON COM INC | $15.0M | 5.08% | 62,771 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $13.6M | 4.61% | 67,962 | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $12.0M | 4.08% | 10,412 | 增持 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $9.6M | 3.26% | 156,378 | 增持 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $9.4M | 3.20% | 182,548 | 增持 |
| 9 | GOOG | ALPHABET INC | $6.7M | 2.29% | 19,072 | 增持 |
| 10 | FDLO | FIDELITY COVINGTON TRUST | $6.6M | 2.23% | 96,159 | 新建仓 |
| 11 | GPIX | GOLDMAN SACHS ETF TR | $5.8M | 1.98% | 105,157 | 增持 |
| 12 | MA | MASTERCARD INCORPORATED | $5.5M | 1.87% | 10,721 | 减持 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.61% | 83,881 | 增持 |
| 14 | USMV | ISHARES TR | $4.3M | 1.44% | 44,137 | 减持 |
| 15 | VFLO | VICTORY PORTFOLIOS II | $4.2M | 1.43% | 91,987 | 增持 |
| 16 | BIL | SPDR SERIES TRUST | $4.2M | 1.42% | 45,565 | 减持 |
| 17 | ABBV | ABBVIE INC | $4.0M | 1.35% | 15,754 | 增持 |
| 18 | INCM | FRANKLIN TEMPLETON ETF TR | $3.5M | 1.18% | 120,396 | 增持 |
| 19 | NVO | NOVO-NORDISK A S | $3.3M | 1.13% | 69,531 | 增持 |
| 20 | GOOGL | ALPHABET INC | $3.3M | 1.12% | 9,227 | 减持 |
| 21 | LLY | ELI LILLY & CO | $3.3M | 1.12% | 2,744 | 增持 |
| 22 | PG | PROCTER & GAMBLE CO | $3.3M | 1.12% | 22,466 | 减持 |
| 23 | META | META PLATFORMS INC | $3.2M | 1.08% | 5,669 | 减持 |
| 24 | VRT | VERTIV HOLDINGS CO | $3.0M | 1.02% | 9,002 | 减持 |
| 25 | HELO | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.92% | 40,081 | 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