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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
$975.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 13
增持 57
减持 65
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD SHORT
+$1.8M
43,364
+393%
减持
IAU
ISHARES GOLD
-$1.5M
16,944
-72%
增持
CFO
VICTORYSHARES US
+$1.1M
354,308
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
GENERAL ELECTRIC
-$705.0K
0
-100%
建仓
TIP
ISHARES TIPS
+$670.0K
5,248
减持
SWAN
AMPLIFY BLACKSWAN
-$665.0K
171,651
-10%
增持
ISTB
ISHARES CORE
+$648.0K
88,519
+17%
建仓
GE
GENERAL ELECTRIC
+$634.0K
6,156
增持
FIXD
FIRST TRUST
+$625.0K
89,342
+15%
增持
CDC
VICTORYSHARES U S
+$578.0K
173,140
+6%
减持
AMZN
AMAZON COM
-$559.0K
2,652
-2%
增持
RSP
INVESCO S&P
+$512.0K
56,285
+7%
减持
—
DANIMER SCIENTIFIC
-$497.0K
56,481
-0%
增持
FTGC
FIRST TRUST
+$487.0K
31,843
+168%
减持
BA
BOEING COMPANY
-$484.0K
12,151
-8%
减持
MSFT
MICROSOFT CORP
+$454.0K
43,501
-0%
增持
VTI
VANGUARD TOTAL
+$433.0K
40,653
+5%
减持
TSLA
TESLA INC
+$417.0K
14,090
-9%
减持
TOTL
SPDR DOUBLELINE
-$404.0K
96,343
-8%
增持
QQQ
INVESCO QQQ
+$377.0K
13,631
+7%
增持
SCHP
SCHWAB US
+$345.0K
37,429
+17%
减持
T
AT&T INC
-$332.0K
108,744
-4%
减持
DIS
WALT DISNEY
-$321.0K
16,079
-7%
增持
RDVY
FIRST TRUST
+$320.0K
154,214
+6%
减持
PTON
PELOTON INTERACTIVE
-$314.0K
8,173
-1%
减持
BABA
ALIBABA GROUP
-$308.0K
2,539
-16%
减持
META
FACEBOOK INC
-$304.0K
12,340
-4%
增持
SPYG
SPDR PORTFOLIO
+$293.0K
90,247
+4%
减持
AMD
ADVANCED MICRO
+$286.0K
51,594
-4%
增持
GOOGL
ALPHABET INC
+$282.0K
1,197
+0%
增持
NVDA
NVIDIA CORP
+$261.0K
14,587
+323%
建仓
SQ
SQUARE INC
+$259.0K
1,078
建仓
QYLD
GLOBAL X
+$259.0K
11,730
减持
IP
INTERNATIONAL PAPER
-$256.0K
45,153
-0%
减持
—
SEAGATE TECHNOLOGY
-$256.0K
16,989
-10%
减持
NKE
NIKE INC
-$256.0K
10,225
-9%
减持
OLLI
OLLIES BARGAIN
-$255.0K
8,964
-5%
增持
FDX
FEDEX CORP
-$250.0K
3,364
+2%
建仓
SOXX
ISHARES SEMICONDUCTOR
+$244.0K
547
清仓
ARKG
ARK GENOMIC
-$243.0K
0
-100%
建仓
IWR
ISHARES RUSSELL
+$239.0K
3,057
清仓
NIO
NIO INC
-$238.0K
0
-100%
清仓
ZM
ZOOM VIDEO
-$237.0K
0
-100%
清仓
HDV
ISHARES CORE
-$237.0K
0
-100%
增持
PTBD
PACER TRENDPILOT
+$234.0K
17,665
+100%
清仓
—
SLACK TECHNOLOGIES
-$229.0K
0
-100%
增持
VUG
VANGUARD GROWTH
+$227.0K
10,271
+7%
增持
UPS
UNITED PARCEL
-$222.0K
8,907
+0%
清仓
BMY
BRISTOL MYERS
-$222.0K
0
-100%
清仓
—
CANOPY GROWTH
-$222.0K
0
-100%
清仓
CIBR
FIRST TRUST
-$221.0K
0
-100%
清仓
IJT
ISHARES S&P
-$219.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY
-$217.0K
26,161
-1%
清仓
—
DUPONT DE
-$213.0K
0
-100%
减持
NFLX
NETFLIX INC
+$211.0K
3,268
-3%
建仓
IBCP
INDEPENDENT BANK
+$211.0K
9,801
建仓
CRM
SALESFORCE.COM INC
+$211.0K
779
减持
JNJ
JOHNSON & JOHNSON
-$208.0K
28,528
-2%
减持
BUD
ANHEUSER BUSCH
-$208.0K
8,284
-12%
减持
ITOT
ISHARES CORE
-$207.0K
178,806
-1%
建仓
MLPA
GLOBAL X
+$204.0K
5,783
建仓
TFC
TRUIST FINANCIAL
+$203.0K
3,464
建仓
MUB
ISHARES NATIONAL
+$203.0K
1,748
清仓
SBIO
ALPS MEDICAL
-$201.0K
0
-100%
清仓
CMCSA
COMCAST CORP
-$200.0K
0
-100%
减持
GOOG
ALPHABET INC
+$197.0K
1,860
-2%
增持
SLYV
SPDR SERIES
+$190.0K
7,483
+52%
增持
SPY
SPDR S&P
+$184.0K
134,957
+0%
减持
FTSM
FIRST TRUST
-$174.0K
30,213
-9%
增持
VOOG
VANGUARD S&P
+$173.0K
7,323
+8%
减持
AAPL
APPLE INC
+$170.0K
228,737
-3%
增持
IUSG
ISHARES S&P
+$167.0K
24,736
+6%
增持
ABNB
AIRBNB INC
+$167.0K
3,966
+22%
增持
—
UNILEVER PLC
+$160.0K
7,703
+75%
增持
FTCS
FIRST TRUST
+$159.0K
196,020
+2%
减持
IEMG
ISHARES CORE
-$154.0K
25,739
-1%
减持
DDD
3D SYSTEMS
-$152.0K
7,860
-15%
减持
ESGE
ISHARES ESG
-$152.0K
31,072
-3%
清仓
—
INVESCO DYNAMIC
-$147.0K
0
-100%
增持
NSC
NORFOLK SOUTHERN
-$145.0K
5,523
+0%
减持
DNP
DNP SELECT
-$144.0K
46,691
-24%
减持
QCOM
QUALCOMM INC
-$142.0K
6,980
-4%
减持
MMM
3M COMPANY
-$140.0K
4,997
-2%
清仓
—
GREENSKY INC
-$140.0K
0
-100%
增持
VOOV
VANGUARD S&P
+$139.0K
8,124
+15%
增持
ALB
ALBEMARLE CORP
+$134.0K
2,495
+2%
减持
—
TWITTER INC
-$132.0K
10,364
-6%
减持
RH
RH
-$128.0K
1,330
-11%
减持
BOTZ
GLOBAL X
-$125.0K
12,678
-25%
减持
GBIL
GOLDMAN SACHS
-$120.0K
16,191
-7%
减持
CMG
CHIPOTLE MEXICAN
+$116.0K
698
-6%
减持
FVC
FIRST TRUST
-$116.0K
31,148
-7%
增持
SPYV
SPDR PORTFOLIO
+$116.0K
28,371
+13%
减持
PG
PROCTER & GAMBLE
+$112.0K
27,648
-1%
减持
VYM
VANGUARD HIGH
-$112.0K
14,532
-6%
建仓
—
APPHARVEST INC
+$111.0K
16,978
增持
—
INOVIO PHARMACEUTICALS
-$111.0K
63,172
+4%
减持
ICSH
BLACKROCK ULTRA
-$110.0K
15,119
-13%
增持
XLF
SECTOR FINANCIAL
+$108.0K
64,686
+2%
增持
F
FORD MOTOR
+$106.0K
39,490
+29%
减持
LMT
LOCKHEED MARTIN
-$105.0K
1,893
-6%
减持
HD
HOME DEPOT
-$102.0K
7,682
-7%
增持
VO
VANGUARD MID
+$102.0K
8,419
+6%
减持
PFF
ISHARES U S
-$102.0K
186,064
-0%
减持
FV
FIRST TRUST
-$101.0K
52,647
-1%
增持
IVV
ISHARES CORE
+$100.0K
11,654
+2%
增持
FSK
FS KKR
+$100.0K
58,293
+6%
减持
NWL
NEWELL BRANDS
-$99.0K
18,115
-1%
增持
PFE
PFIZER INC
+$99.0K
21,622
+2%
增持
MGK
VANGUARD MEGA
+$97.0K
1,466
+38%
增持
VOT
VANGUARD MID
+$95.0K
1,921
+26%
增持
IBUY
AMPLIFY ONLINE
-$95.0K
4,927
+1%
减持
MTUM
ISHARES MSCI
-$94.0K
17,578
-4%
减持
—
DRAFTKINGS INC
-$87.0K
20,104
-1%
减持
CDL
VICTORYSHARES US
-$86.0K
12,660
-11%
增持
VWO
VANGUARD FSTE
-$83.0K
19,255
+0%
增持
—
EXXON MOBIL
-$81.0K
47,068
+4%
减持
CFA
VICTORYSHARES US
-$80.0K
14,429
-7%
增持
VIG
VANGUARD DIVIDEND
+$77.0K
23,622
+3%
减持
ET
ENERGY TRANSFER
-$77.0K
48,858
-5%
增持
EFA
ISHARES MSCI
+$76.0K
3,598
+38%
减持
BST
BLACKROCK SCIENCE
-$75.0K
5,065
-11%
减持
PYPL
PAYPAL HOLDINGS
-$74.0K
1,045
-12%
增持
DWAS
INVESCO DWA
+$69.0K
9,015
+12%
减持
DIA
SPDR DOW
-$69.0K
8,795
-0%
建仓
—
LEAP THERAPEUTICS
+$69.0K
17,120
增持
IUSB
ISHARES CORE
+$68.0K
16,096
+9%
减持
MDY
SPDR S&P
-$66.0K
6,309
-0%
增持
EFG
ISHARES MSCI
+$65.0K
4,022
+19%
减持
USMV
ISHARES MSCI
-$65.0K
107,484
-1%
减持
IDV
ISHARES INTL
-$65.0K
24,388
-2%
减持
VNQI
VANGUARD GLOBAL
-$64.0K
5,747
-14%
增持
PM
PHILIP MORRIS
-$63.0K
14,905
+0%
减持
IEFA
ISHARES CORE
-$63.0K
28,093
-2%
增持
SGI
TEMPUR SEALY
+$62.0K
8,507
+0%
增持
PLTR
PALANTIR TECHNOLOGIES
+$60.0K
14,135
+33%
增持
ARWR
ARROWHEAD PHARMACEUTICAL
+$60.0K
6,000
+58%
增持
TSCO
TRACTOR SUPPLY
+$56.0K
2,388
+4%
减持
GLD
SPDR GOLD
-$55.0K
1,711
-16%
减持
ABT
ABBOTT LABORATORIES
-$55.0K
20,307
-4%
增持
MRK
MERCK & COMPANY
-$55.0K
24,767
+1%
增持
XLU
SELECT UTILITIES
+$53.0K
5,398
+17%
减持
BSV
VANGUARD SHORT
-$51.0K
10,009
-6%
增持
VIOO
VANGUARD S&P
-$51.0K
10,531
+1%
减持
INTC
INTEL CORP
-$51.0K
17,796
-0%
增持
XLK
SECTOR TECHNOLOGY
+$50.0K
9,829
+2%
增持
CVX
CHEVRON CORP
+$49.0K
8,732
+9%
减持
TMO
THERMO FISHER
+$49.0K
754
-0%
减持
VEU
VANGUARD FTSE
-$49.0K
15,064
-1%
增持
ARKK
ARK INNOVATION
-$49.0K
2,771
+2%
