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Kellett Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Kellett Wealth Advisors, LLC

No.6897 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.15亿
环比变动 Q1 2026
+$3,032.6万+16.4%
持仓股票数
97
新买入
19
加仓
49
减仓
18
清仓
1
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
17.91%17.78%$3,846.9万5.2万股$3,279.7万5.0万股+1,083股+2.15%加仓
IINNOVATOR ETFS TRUST US EQTY ULTRA BUSEP
9.84%10.8%$2,114.4万51.2万股$1,992.7万51.5万股-3,719股-0.72%减仓
I景顺交易所交易基金IIIPKW
9.17%10.03%$1,968.8万35.0万股$1,849.6万32.9万股+2.1万股+6.32%加仓
V先锋领航·SPECIALIZED FUNDSVIG
5.55%5.54%$1,191.9万5.0万股$1,021.7万4.8万股+2,864股+6.03%加仓
S嘉信策略信托SCHD
5.39%5.7%$1,157.1万36.5万股$1,050.8万34.2万股+2.2万股+6.54%加仓
I景顺QQQ信托VOO
4.93%4.47%$1,060.1万1.4万股$824.8万1.4万股+105股+0.73%加仓
宝洁PG
4.37%4.6%$938.8万6.4万股$849.5万5.9万股+5,209股+8.86%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
3.4%3.9%$729.9万15.6万股$719.6万15.3万股+2,654股+1.74%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
3.07%2.93%$658.6万3.9万股$539.7万3.7万股+1,497股+4.02%加仓
IiShares安硕信托IMCG
2.72%2.42%$584.2万5.9万股$446.0万5.7万股+2,809股+4.96%加仓
I景顺交易所交易基金信托XSVM
2.31%2.22%$496.1万7.1万股$410.5万6.8万股+3,162股+4.64%加仓
苹果AAPL
1.97%2.03%$424.2万1.5万股$374.2万1.5万股-85股-0.58%减仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBERXBJL
1.31%1.43%$281.3万7.0万股$263.8万7.1万股-714股-1.01%减仓
微软MSFT
1.31%1.33%$280.6万7,523股$244.8万6,614股+909股+13.74%加仓
IInnovator ETF信托UAPR
1.23%1.4%$264.0万7.5万股$258.2万7.7万股-2,185股-2.82%减仓
IiShares安硕·COREIJR
1.05%0.91%$226.2万1.5万股$167.2万1.3万股+1,805股+13.42%加仓
亚马逊AMZN
1.04%1.05%$224.3万9,410股$193.0万9,267股+143股+1.54%加仓
英伟达NVDA
1.01%0.92%$217.1万1.1万股$170.4万9,771股+1,077股+11.02%加仓
V先锋领航全球基金VGT
0.97%0.85%$209.1万1.7万股$156.6万2,244股+1.5万股+679.50%加仓
I景顺·NASDAQ 100 ETFQQQM
0.97%0.51%$207.5万6,850股$93.4万3,929股+2,921股+74.34%加仓
NNORTHERN LIGHTS FD TRSFLR
0.92%1.01%$197.3万5.1万股$185.4万5.2万股-1,244股-2.38%减仓
IiShares安硕信托DIVB
0.9%0.87%$193.7万3.1万股$161.0万3.0万股+1,601股+5.36%加仓
IInnovator ETF信托UMAR
0.9%1.03%$193.7万4.6万股$190.3万4.8万股-2,037股-4.25%减仓
博通AVGO
0.8%0.77%$172.5万4,567股$142.8万4,612股-45股-0.98%减仓
谷歌AGOOGL
0.79%0.73%$169.9万4,753股$135.2万4,702股+51股+1.08%加仓
MCKESSON COMMCK
0.73%1.09%$157.8万2,089股$200.2万2,314股-225股-9.72%减仓
V先锋领航·MIDVO
0.64%0.65%$137.0万1.7万股$119.1万4,147股+1.3万股+310.10%加仓
杜克能源DUK
0.56%0.67%$119.4万9,431股$123.4万9,427股+4股+0.04%加仓
IiShares安硕·MSCIQUAL
0.52%0.53%$112.2万5,113股$98.1万5,113股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.48%0.47%$103.2万2,920股$85.8万2,993股-73股-2.44%减仓
摩根大通JPM
0.48%0.46%$103.0万3,147股$84.6万2,875股+272股+9.46%加仓
埃克森美孚XOM
0.44%0.72%$93.7万6,850股$132.0万7,780股-930股-11.95%减仓
艾伯维ABBV
0.4%0.39%$86.2万3,424股$72.4万3,330股+94股+2.82%加仓
特斯拉TSLA
0.37%0.37%$80.1万1,905股$67.8万1,825股+80股+4.38%加仓
联合健康UNH
0.35%0.27%$75.7万1,822股$49.6万1,834股-12股-0.65%减仓
PProShares信托NOBL
0.35%0.41%$75.0万1.3万股$76.1万7,178股+6,178股+86.07%加仓
SSPDR黄金信托GLD
0.34%0.37%$72.6万1,972股$68.5万1,592股+380股+23.87%加仓
VisaV
0.33%0.34%$70.9万2,068股$62.8万2,079股-11股-0.53%减仓
IiShares安硕信托IVV
0.32%0.19%$69.3万926股$35.1万538股+388股+72.12%加仓
安桥ENB
0.3%0.35%$65.3万1.2万股$65.2万1.2万股00.00%持仓不变
强生JNJ
0.3%0.32%$63.8万2,513股$58.8万2,406股+107股+4.45%加仓
沃尔玛WMT
0.29%0.36%$63.3万5,589股$65.9万5,304股+285股+5.37%加仓
SSPROTT ASSET MANAGEMENTCEF
0.29%0.4%$62.9万1.6万股$73.8万1.5万股+160股+1.03%加仓
V先锋领航指数基金VOO
0.29%0.33%$62.9万915股$60.2万1,007股-92股-9.14%减仓
AMD超威AMD
0.28%0.11%$60.5万1,042股$21.2万1,042股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.27%0.28%$57.5万1,101股$50.9万1,099股+2股+0.18%加仓
美光科技MU
0.26%$56.3万488股$00股+488股新买入
伯克希尔哈撒韦BRK.B
0.26%0.3%$55.9万1,117股$54.6万1,140股-23股-2.02%减仓
美国合众银行USB
0.25%0.25%$53.8万8,902股$46.2万8,885股+17股+0.19%加仓
CINTAS COMCTAS
0.24%0.29%$52.4万3,084股$53.7万3,178股-94股-2.96%减仓

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