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Keystone Financial Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Keystone Financial Group

报告期 2026-03-31 · CIK 0001729299

持仓数

524

前50大市值合计

$975.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

Equtities

$87.9M

341,115

9.0%

SPY STATE STREET SPDR S&P 500 ETF TRUST

Equtities

$78.6M

115,948

8.1%

SPYM SPDR SERIES TRUST

Equtities

$54.7M

714,132

5.6%

VFLO VICTORY PORTFOLIOS II

Equtities

$42.6M

1,079,697

4.4%

— SEAGATE TECHNOLOGY H F

Equtities

$40.2M

62,749

4.1%

NVDA NVIDIA CORPORATION

Equtities

$39.2M

216,175

4.0%

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

Equtities

$39.1M

121,278

4.0%

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A

Equtities

$38.9M

266,312

4.0%

SPYG STATE STREET

Equtities

$37.5M

382,639

3.8%

TSLA TESLA INC

Equtities

$35.5M

94,007

3.6%

DYNF BLACKROCK ETF TRUST

Equtities

$31.6M

542,488

3.2%

AMZN AMAZON.COM INC

Equtities

$23.7M

98,937

2.4%

AMD ADVANCED MICRO DEVIC

Equtities

$23.5M

80,199

2.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

Equtities

$22.4M

46,784

2.3%

VOO VANGUARD S&P 500 ETF

Equtities

$21.9M

36,033

2.2%

META META PLATFORMS INC CLASS CLASS A

Equtities

$20.5M

34,282

2.1%

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

Equtities

$20.0M

286,188

2.0%

MSFT MICROSOFT CORP

Equtities

$18.7M

49,683

1.9%

JPM JPMORGAN CHASE & CO

Equtities

$18.6M

60,520

1.9%

QQQ INVESCO QQQ TR

Equtities

$14.5M

25,017

1.5%

BAI BLACKROCK ETF TRUST

Equtities

$13.8M

418,803

1.4%

BUFR FIRST TR EXCHNG TRADED FD VI

Equtities

$13.6M

401,470

1.4%

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

Equtities

$12.5M

169,636

1.3%

BRK/A BERKSHIRE HATHAWAY INC DCLASS CLASS A

Equtities

$12.2M

17

1.2%

JQUA JPMORGAN US

Equtities

$12.0M

196,293

1.2%

VTV VANGUARD VALUE INDEX FUND ETF SHARES

Equtities

$11.7M

59,589

1.2%

JNJ JOHNSON & JOHNSON

Equtities

$11.6M

48,854

1.2%

GOOG ALPHABET INC CLASS CLASS C

Equtities

$11.5M

37,786

1.2%

IVV ISHARES CORE S&P 500 ETF

Equtities

$10.1M

15,378

1.0%

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

Equtities

$10.1M

41,581

1.0%

GOOGL ALPHABET INC

Equtities

$9.8M

31,389

1.0%

VUG VANGUARD GROWTH INDEX FUND ETF SHARES

Equtities

$9.4M

21,468

1.0%

TCAF T ROWE

Equtities

$9.1M

254,458

0.9%

— EXXON MOBIL CORP

Equtities

$9.0M

53,205

0.9%

SPTL STATE STREET

Equtities

$8.7M

331,563

0.9%

THRO ISHARES U S

Equtities

$8.6M

237,334

0.9%

BIDD ISHARES INTL

Equtities

$8.1M

285,103

0.8%

SHLD GLOBAL X DEFENSE TECH ETF

Equtities

$7.5M

105,426

0.8%

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

Equtities

$7.1M

32,819

0.7%

VOOG VANGUARD S&P

Equtities

$6.8M

16,753

0.7%

T AT&T INC

Equtities

$6.6M

248,670

0.7%

MLN VANECK LONG MUNI ETF

Equtities

$6.6M

375,301

0.7%

MCD MCDONALDS CORP

Equtities

$6.5M

21,914

0.7%

HEFA ISHARES CURRENCY

Equtities

$6.4M

149,704

0.7%

BA BOEING CO

Equtities

$6.3M

28,269

0.6%

LOW LOWES COS INC

Equtities

$6.2M

26,264

0.6%

VOOV VANGUARD S&P

Equtities

$6.1M

29,976

0.6%

CVX CHEVRON CORPORATION

Equtities

$6.1M

29,310

0.6%

XMPT VANECK CEF MUNICIPAL INCOME ETF

Equtities

$5.9M

270,074

0.6%

IVE ISHARES S&P

Equtities

$5.9M

27,706

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

AAPL9.0%SPY8.1%SPYM5.6%VFLO4.4%SEAGATE TECHNOLOGY H F4.1%NVDA4.0%