KF
Kelsey Financial, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 63
Kelsey Financial, LLC在最新一期 13F 报告中披露了 63 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 10.6%。
机构性格雪花图
- 集中度
- 29.88
- 持仓稳定性
- 10.57
- 动能／逆势
- 100
- 行业集中度
- 92.16
- 多样化
- 100
- 仓位均衡度
- 80.59
近期动向
加仓 QQQ
+15.6% US$167.6万
减仓 IWD
-18.5% -US$222.3万
减仓 AVGO
-5.9% -US$138.8万
加仓 AMGN
+0.0% US$53.6万
减仓 VEU
-12.5% -US$55.7万
加仓 IWO
+20.3% US$31.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 18.49% | +1.77% | +15.60% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.35% | -1.74% | -18.50% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 9.20% | +0.29% | +2.59% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 8.04% | +0.12% | +0.38% | |
| 5 | AMGN | Amgen INC | 股票-医疗保健 | 6.71% | +0.58% | +0.01% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 6.44% | -1.08% | -5.91% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.52% | -0.16% | -8.10% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.08% | -0.41% | -12.48% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.55% | +0.17% | +10.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.73% | +0.11% | +7.32% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.44% | — | -4.43% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.88% | +0.30% | +20.35% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.59% | -0.15% | -3.88% | |
| 14 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.29% | — | +2.27% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.03% | +2.54% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.95% | -0.27% | -7.11% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.90% | — | -4.41% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.89% | +0.22% | +38.08% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.74% | — | +1.81% | |
| 20 | A | Agilent Technologies INC | 股票-医疗保健 | 0.73% | -0.13% | — | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.71% | -0.02% | +0.40% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.10% | +20.58% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.19% | +0.28% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 0.69% | +0.11% | -2.25% | |
| 25 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 0.62% | -0.06% | -9.32% | |
| 26 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.55% | +0.04% | +6.15% | |
| 27 | VTWV | Vanguard Russell 2000 Value | ETF-中小型股 | 0.53% | +0.03% | -0.69% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.15% | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | -0.01% | +0.06% | |
| 30 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.49% | +0.02% | +4.50% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.46% | — | -4.86% | |
| 32 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.45% | -0.01% | -1.11% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | +0.03% | — | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.39% | -0.06% | -16.20% | |
| 35 | KEYS | Keysight Technologies In | 股票-科技 | 0.39% | +0.09% | -8.72% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | -0.13% | -16.71% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.35% | -0.01% | — | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | — | |
| 39 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.32% | +0.03% | +4.35% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | +7.91% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.29% | — | -22.44% | |
| 42 | GE | General Electric | 股票-工业 | 0.29% | -0.02% | +0.43% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | -0.03% | +0.42% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.25% | — | +3.27% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.25% | — | — | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.24% | -0.08% | — | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.24% | +0.06% | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.22% | +0.03% | +12.78% | |
| 49 | GEV | GE Vernova INC | 股票-工业 | 0.22% | +0.22% | NEW | |
| 50 | PLD | Prologis INC | 股票-房地产 | 0.22% | — | — |
1–50 of 63
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Kelsey Financial, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Nuveen Esg Large-cap Val ETF (NULV); 清仓: Ishares Esg Aw Msci US Value (EVUS); 新建仓: GE Vernova INC (GEV); 新建仓: Pfizer INC (PFE); 清仓: United Parcel Service-cl B (UPS).
FAQ
Kelsey Financial, LLC 是什么机构？属于哪种投资人类型？
Kelsey Financial, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 63 个已申报仓位之中。
Kelsey Financial, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Kelsey Financial, LLC 按市值排列的前几大持股为：
1. Invesco Qqq Trust Series 1 (QQQ) — US$2114.2万 (18.5%)
2. Ishares Russell 1000 Value E (IWD) — US$1069.1万 (9.3%)
3. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$1052.5万 (9.2%)
4. Ishares 1-5y Inv Grade CORP (IGSB) — US$919.7万 (8.0%)
5. Amgen INC (AMGN) — US$767.0万 (6.7%)
Kelsey Financial, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kelsey Financial, LLC 共进行了 43 项显著调整：新建仓 5 个仓位、加仓 21 个既有持股、减仓 13 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Nuveen Esg Large-cap Val ETF (NULV); 清仓: Ishares Esg Aw Msci US Value (EVUS); 新建仓: GE Vernova INC (GEV); 新建仓: Pfizer INC (PFE); 清仓: United Parcel Service-cl B (UPS)
Kelsey Financial, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Kelsey Financial, LLC 的主要板块分布如下：
• Information Technology: 43.2%
• Health Care: 33.0%
• Consumer Discretionary: 7.0%
• Industrials: 5.1%
• Energy: 4.8%
• Financials: 2.5%