David Kennon Inc
CIK 1954126 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $302.6M
- 持仓
- 45
- 截至
- 2026年6月30日
按 13F 价值排名第 5155（共 9443） · 前 54.6%
投资组合价值同比（季度）：+8.5% 13F不披露现金
- 前十大持仓权重
- 72.80%
- 前二十五大持仓权重
- 94.24%
- 持仓高于 1%
- 24
- 有效持仓数量
- 9.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 12.39% 估计买入 $41025143 · 卖出 $36036294
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 93.8% 仍持有
- 新仓位
- 5
- 增加
- 8
- 减少
- 25
- 已结清
- 1
本页内容
行业细分
Technology
1.0%
Retail
0.2%
Healthcare
0.1%
Financials
0.1%
其他/未映射
98.7%
完整投资组合 45 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $77765202 | 25.70% | 113227 | $10014098 | 下跌 ×1 | ||
| VTI | $35497791 | 11.73% | 95930 | $3558200 | 下跌 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $19880833 | 6.57% | 232552 | $1910053 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $18444814 | 6.09% | 60880 | 上涨 ×1 | |||
| VUSB | $17633658 | 5.83% | 354232 | $-298696 | 下跌 ×4 | ||
| VB | $14192876 | 4.69% | 46823 | $1784208 | 下跌 ×1 | ||
| VO | $11576245 | 3.83% | 143679 | $796429 | 上涨 ×2 | ||
| FIDI | $9330917 | 3.08% | 340918 | $-267774 | 下跌 ×6 | ||
| VNQ | $8103157 | 2.68% | 84031 | $631749 | 下跌 ×1 | ||
| SPEM | $7883555 | 2.61% | 152251 | $666735 | 下跌 ×5 | ||
| ONEQ Fidelity Nasdaq Composite Index ETF | $7849001 | 2.59% | 76041 | $-12077325 | 下跌 ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $7020666 | 2.32% | 120630 | $53235 | 上涨 ×1 | ||
| VHT | $5929069 | 1.96% | 19829 | $528493 | 下跌 ×2 | ||
| VPU | $5402529 | 1.79% | 27602 | $-3350001 | 下跌 ×1 | ||
| MGC | $4424060 | 1.46% | 16168 | $563787 | 下跌 ×1 | ||
| ULST | $4289387 | 1.42% | 106107 | $-68019 | 下跌 ×1 | ||
| GCOR | $3873422 | 1.28% | 94106 | $-11608 | 上涨 ×3 | ||
| XLK XLK | $3539671 | 1.17% | 18579 | 上涨 ×1 | |||
| XLI XLI | $3478434 | 1.15% | 18779 | 上涨 ×1 | |||
| ICSH | $3413897 | 1.13% | 67495 | $16789 | 上涨 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3394072 | 1.12% | 64760 | $26921 | 上涨 ×1 | ||
| XLP XLP | $3254849 | 1.08% | 39182 | 上涨 ×1 | |||
| BND Vanguard Total Bond Market ETF | $3100751 | 1.02% | 42239 | $-264436 | 下跌 ×6 | ||
| XLE XLE | $3050001 | 1.01% | 57428 | 上涨 ×1 | |||
| BKLC | $2884262 | 0.95% | 20115 | $391057 | 上涨 ×6 | ||
| SPHD | $2853980 | 0.94% | 56137 | $-14297 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $2578593 | 0.85% | 8911 | $301000 | 下跌 ×1 | ||
| IWD | $2042185 | 0.67% | 8424 | $253127 | 上涨 ×6 | ||
| SPBO | $1516090 | 0.50% | 52207 | $-108021 | 下跌 ×6 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1220715 | 0.40% | 18155 | $-82614 | 下跌 ×2 | ||
| AGGY | $1062089 | 0.35% | 24427 | $-50842 | 下跌 ×1 | ||
| PFFD | $692614 | 0.23% | 37058 | $-107860 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $672595 | 0.22% | 2822 | $84857 | |||
| MGK | $659941 | 0.22% | 7507 | $75340 | 上涨 ×1 | ||
| IVV | $640312 | 0.21% | 855 | $82132 | |||
| SPY SPY | $539056 | 0.18% | 722 | $69688 | |||
| USHY | $515096 | 0.17% | 13914 | $-138740 | 下跌 ×2 | ||
| SHYG | $471811 | 0.16% | 11125 | $-72803 | 下跌 ×2 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $388126 | 0.13% | 10230 | $48285 | |||
| MSFT Microsoft Corporation - Common Stock | $315197 | 0.10% | 845 | $2438 | |||
| XBIL US Treasury 6 Month Bill ETF | $272000 | 0.09% | 5440 | $-93269 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $268196 | 0.09% | 224 | $62576 | |||
| BIBL | $250273 | 0.08% | 4324 | $43615 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $233059 | 0.08% | 712 | $23617 | |||
| CEMB | $226333 | 0.07% | 4958 | $-41770 | 下跌 ×5 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| GCOR | $3873422 | 1.28% | 上涨 ×3 |
| BKLC | $2884262 | 0.95% | 上涨 ×6 |
| IWD | $2042185 | 0.67% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| QQQM | $18444814 | 60880 | 6.09% |
| XLK | $3539671 | 18579 | 1.17% |
| XLI | $3478434 | 18779 | 1.15% |
| XLP | $3254849 | 39182 | 1.08% |
| XLE | $3050001 | 57428 | 1.01% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。