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 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $5.6M | 6.27% | 7,613 | 减持 |
| 2 | TSLA | TESLA INC | $4.6M | 5.12% | 10,875 | 减持 |
| 3 | NVDA | NVIDIA CORP | $4.5M | 5.05% | 22,570 | 增持 |
| 4 | AAPL | APPLE INC | $4.2M | 4.69% | 14,494 | 减持 |
| 5 | AMD | ADVANCED MICRO DEVICES I | $3.0M | 3.37% | 5,188 | 增持 |
| 6 | AMZN | AMAZON.COM INC | $2.8M | 3.19% | 11,944 | 减持 |
| 7 | ARKK | ARK INNOVATION ETF | $2.8M | 3.12% | 34,529 | 减持 |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $2.4M | 2.66% | 3,176 | 减持 |
| 9 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.0M | 2.23% | 35,263 | 减持 |
| 10 | IYY | ISHARES DOW JONES U.S. ETF | $1.8M | 1.99% | 9,769 | 减持 |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.7M | 1.88% | 60,910 | 增持 |
| 12 | SMH | VANECK SEMICONDUCTOR ETF | $1.6M | 1.73% | 2,364 | 增持 |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $1.5M | 1.70% | 5,106 | 增持 |
| 14 | AMAT | APPLIED MATLS INC | $1.3M | 1.51% | 1,861 | 持平 |
| 15 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1.3M | 1.49% | 4,571 | 减持 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | $1.3M | 1.40% | 10,744 | 减持 |
| 17 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $1.2M | 1.29% | 25,052 | 减持 |
| 18 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $955,601 | 1.07% | 5,818 | 减持 |
| 19 | GOOGL | ALPHABET INC CLASS A | $911,247 | 1.02% | 2,550 | 减持 |
| 20 | GLW | CORNING INC | $906,096 | 1.01% | 3,548 | 增持 |
| 21 | MU | MICRON TECHNOLOGY INC | $892,382 | 1.00% | 774 | 增持 |
| 22 | ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $859,833 | 0.96% | 2,425 | 持平 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $849,426 | 0.95% | 1,114 | 持平 |
| 24 | MSFT | MICROSOFT CORP | $834,888 | 0.93% | 2,239 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $810,204 | 0.91% | 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