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KERR FINANCIAL PLANNING Corp 13F 持仓 · 2026年Q2

KERR FINANCIAL PLANNING 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 543 只证券,申报市值合计 8,936.06 万美元。前几大持仓:QQQ(6.27%)、TSLA(5.12%)、NVDA(5.05%)。本季前 25 大持仓中:增持 8 只、减持 14 只。

排名代码公司市值占组合股数变动
1QQQINVESCO QQQ TR$5.6M6.27%7,613减持
2TSLATESLA INC$4.6M5.12%10,875减持
3NVDANVIDIA CORP$4.5M5.05%22,570增持
4AAPLAPPLE INC$4.2M4.69%14,494减持
5AMDADVANCED MICRO DEVICES I$3.0M3.37%5,188增持
6AMZNAMAZON.COM INC$2.8M3.19%11,944减持
7ARKKARK INNOVATION ETF$2.8M3.12%34,529减持
8IVVISHARES CORE S&P 500 ETF$2.4M2.66%3,176减持
9JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$2.0M2.23%35,263减持
10IYYISHARES DOW JONES U.S. ETF$1.8M1.99%9,769减持
11GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$1.7M1.88%60,910增持
12SMHVANECK SEMICONDUCTOR ETF$1.6M1.73%2,364增持
13MRVLMARVELL TECHNOLOGY INC$1.5M1.70%5,106增持
14AMATAPPLIED MATLS INC$1.3M1.51%1,861持平
15IWYISHARES RUSSELL TOP 200 GROWTH ETF$1.3M1.49%4,571减持
16PLTRPALANTIR TECHNOLOGIES INCLASS A$1.3M1.40%10,744减持
17IUSBISHARES CORE UNIVERSAL USD BOND ETF$1.2M1.29%25,052减持
18ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$955,6011.07%5,818减持
19GOOGLALPHABET INC CLASS A$911,2471.02%2,550减持
20GLWCORNING INC$906,0961.01%3,548增持
21MUMICRON TECHNOLOGY INC$892,3821.00%774增持
22ARMARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS$859,8330.96%2,425持平
23CRWDCROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES$849,4260.95%1,114持平
24MSFTMICROSOFT CORP$834,8880.93%2,239增持
25JPMJPMORGAN CHASE & CO$810,2040.91%2,476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