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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 28
增持 54
减持 55
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.2M
217,153
-5%
减持
SPY
SPDR S&P
+$5.6M
133,625
-1%
增持
CFO
VICTORYSHARES US
+$4.6M
383,177
+8%
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。
建仓
—
WELLS FARGO
+$3.8M
2,530
增持
FTCS
FIRST TRUST
+$2.5M
203,129
+4%
减持
TSLA
TESLA INC
+$2.4M
12,653
-10%
减持
MSFT
MICROSOFT CORP
+$2.3M
43,174
-1%
增持
VTI
VANGUARD TOTAL
+$2.0M
45,469
+12%
减持
AMD
ADVANCED MICRO
+$1.7M
48,366
-6%
减持
ITOT
ISHARES CORE
+$1.5M
178,515
-0%
减持
TOTL
SPDR DOUBLELINE
-$1.5M
66,878
-31%
增持
CDC
VICTORYSHARES U S
+$1.5M
181,267
+5%
增持
RDVY
FIRST TRUST
+$1.4M
168,580
+9%
清仓
ESGE
ISHARES ESG
-$1.3M
0
-100%
减持
FTSM
FIRST TRUST
-$1.3M
9,196
-70%
增持
VOO
VANGUARD S&P
+$1.2M
26,209
+1%
增持
RSP
INVESCO S&P
+$1.2M
58,985
+5%
减持
NVDA
NVIDIA CORP
+$1.1M
14,054
-4%
减持
T
AT&T INC
-$999.0K
78,778
-28%
增持
QQQ
INVESCO QQQ
+$997.0K
14,771
+8%
增持
VTV
VANGUARD VALUE
+$883.0K
65,982
+1%
增持
TIP
ISHARES TIPS
+$847.0K
11,741
+124%
增持
VUG
VANGUARD GROWTH
+$804.0K
11,791
+15%
增持
SPYG
SPDR PORTFOLIO
+$797.0K
90,730
+1%
减持
USMV
ISHARES MSCI
+$784.0K
107,346
-0%
建仓
QEFA
SPDR INDEX
+$768.0K
10,007
建仓
SPIP
SPDR TIPS
+$765.0K
24,272
增持
BRK/B
BERKSHIRE HATHAWAY
+$692.0K
26,195
+0%
增持
VOOG
VANGUARD S&P
+$675.0K
8,709
+19%
减持
PG
PROCTER & GAMBLE
+$647.0K
27,584
-0%
减持
AMZN
AMAZON COM
-$640.0K
2,421
-9%
建仓
SPHQ
INVESCO EXCHANGE
+$625.0K
11,746
增持
VOOV
VANGUARD S&P
+$592.0K
11,460
+41%
增持
VIG
VANGUARD DIVIDEND
+$591.0K
24,564
+4%
增持
PFE
PFIZER INC
+$582.0K
25,598
+18%
增持
VO
VANGUARD MID
+$550.0K
9,982
+19%
减持
—
DRAFTKINGS INC
-$534.0K
15,781
-22%
减持
IVV
ISHARES CORE
+$532.0K
11,641
-0%
减持
JPM
JPMORGAN CHASE
-$518.0K
15,475
-15%
减持
—
DANIMER SCIENTIFIC
-$483.0K
51,691
-8%
增持
IUSG
ISHARES S&P
+$473.0K
25,995
+5%
建仓
TIPX
SPDR BLOOMBERG
+$455.0K
21,545
增持
VTIP
VANGUARD SHORT
+$442.0K
52,965
+22%
减持
DGRO
ISHARES CORE
-$430.0K
39,755
-24%
增持
VB
VANGUARD SMALL
+$427.0K
13,095
+13%
减持
PTON
PELOTON INTERACTIVE
-$419.0K
8,166
-0%
建仓
FYX
FIRST TRUST
+$416.0K
4,285
增持
IXN
ISHARES GLOBAL
+$414.0K
47,094
+2%
减持
GBIL
GOLDMAN SACHS
-$392.0K
12,271
-24%
增持
QCOM
QUALCOMM INC
+$387.0K
7,037
+1%
减持
DIS
WALT DISNEY
-$384.0K
15,082
-6%
减持
PEP
PEPSICO INC
+$381.0K
16,449
-0%
建仓
MGV
VANGUARD MEGA
+$378.0K
3,534
清仓
BABA
ALIBABA GROUP
-$376.0K
0
-100%
建仓
IWM
ISHARES RUSSELL
+$372.0K
1,673
增持
SOXX
ISHARES SEMICONDUCTOR
+$356.0K
1,106
+102%
建仓
PDN
INVESCO EXCHANGE
+$353.0K
9,601
增持
UPS
UNITED PARCEL
+$351.0K
9,205
+3%
减持
SCHG
SCHWAB US
-$337.0K
12,708
-22%
增持
IXUS
ISHARES CORE
+$330.0K
85,069
+6%
清仓
—
DISCOVER FINANCIAL
-$325.0K
0
-100%
增持
NSC
NORFOLK SOUTHERN
+$324.0K
5,524
+0%
清仓
DVY
ISHARES SELECT
-$322.0K
0
-100%
减持
HD
HOME DEPOT
+$321.0K
6,852
-11%
建仓
VV
VANGUARD LARGE
+$309.0K
1,396
减持
GOVT
ISHARES U S
-$307.0K
11,407
-50%
建仓
AMGN
AMGEN INC
+$300.0K
1,334
增持
IVOO
VANGUARD S&P
+$296.0K
12,488
+6%
增持
SLYV
SPDR SERIES
+$295.0K
10,721
+43%
建仓
FXZ
FIRST TRUST
+$293.0K
4,715
增持
VYM
VANGUARD HIGH
+$292.0K
16,002
+10%
减持
BA
BOEING COMPANY
-$291.0K
11,827
-3%
建仓
COIN
COINBASE GLOBAL
+$278.0K
1,102
清仓
—
CARNIVAL CORP
-$272.0K
0
-100%
增持
MGK
VANGUARD MEGA
+$269.0K
2,351
+60%
减持
ABBV
ABBVIE INC
+$262.0K
14,081
-8%
清仓
LUV
SOUTHWEST AIRLINES
-$262.0K
0
-100%
建仓
XLRE
SELECT SECTOR
+$260.0K
5,024
清仓
SQ
SQUARE INC
-$259.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$259.0K
1,194
-0%
增持
VGT
VANGUARD INFORMATION
+$258.0K
2,806
+10%
减持
—
SEAGATE TECHNOLOGY
+$254.0K
14,653
-14%
建仓
XMPT
VANECK CEF
+$244.0K
8,238
减持
RH
RH
-$242.0K
1,203
-10%
减持
CSCO
CISCO SYSTEMS
+$240.0K
27,399
-0%
建仓
VFH
VANGUARD FINANCIALS
+$239.0K
2,477
建仓
KLAC
KLA CORP
+$237.0K
551
建仓
VTEB
VANGUARD MUNICIPAL
+$237.0K
4,308
建仓
MLN
VANECK LONG
+$236.0K
10,908
增持
VIOO
VANGUARD S&P
+$231.0K
11,198
+6%
建仓
HYMB
SPDR NUVEEN
+$230.0K
3,829
减持
—
TWITTER INC
-$229.0K
9,197
-11%
增持
—
UNILEVER PLC
+$228.0K
12,005
+56%
减持
F
FORD MOTOR
+$227.0K
37,838
-4%
建仓
NOBL
PROSHARES TRUST
+$227.0K
2,311
清仓
DAL
DELTA AIRLINES
-$224.0K
0
-100%
增持
SWAN
AMPLIFY BLACKSWAN
+$221.0K
176,511
+3%
建仓
ECL
ECOLAB INC
+$218.0K
930
清仓
DDD
3D SYSTEMS
-$217.0K
0
-100%
清仓
VCSH
VANGUARD SHORT
-$212.0K
0
-100%
增持
IJH
ISHARES CORE
+$212.0K
7,679
+3%
清仓
CRM
SALESFORCE.COM INC
-$211.0K
0
-100%
建仓
KKR
KKR & CO
+$210.0K
2,823
建仓
AIG
AMERICAN INTL
+$209.0K
3,667
减持
GOOG
ALPHABET INC
+$208.0K
1,785
-4%
建仓
BMY
BRISTOL MYERS
+$207.0K
3,315
建仓
CCI
CROWN CASTLE
+$206.0K
988
建仓
Z
ZILLOW GROUP
+$206.0K
3,229
清仓
MUB
ISHARES NATIONAL
-$203.0K
0
-100%
清仓
—
VICTORYSHARES DEVELOPED
-$201.0K
0
-100%
建仓
XES
SPDR SERIES
+$200.0K
4,050
增持
FIXD
FIRST TRUST
+$199.0K
93,630
+5%
增持
SPYV
SPDR PORTFOLIO
+$196.0K
31,008
+9%
减持
UNH
UNITEDHEALTH GROUP
+$195.0K
1,782
-1%
减持
OLLI
OLLIES BARGAIN
-$192.0K
6,792
-24%
减持
ABT
ABBOTT LABORATORIES
+$188.0K
18,382
-9%
增持
SCHP
SCHWAB US
+$185.0K
40,179
+7%
减持
IDV
ISHARES INTL
-$182.0K
17,975
-26%
减持
META
META PLATFORMS
-$181.0K
11,914
-3%
增持
DWAS
INVESCO DWA
+$178.0K
10,778
+20%
减持
IEFA
ISHARES CORE
-$178.0K
25,569
-9%
减持
KR
KROGER CO
-$168.0K
6,510
-43%
增持
QYLD
GLOBAL X
+$166.0K
19,161
+63%
减持
KO
COCA COLA COMPANY
+$165.0K
24,704
-0%
增持
XLF
SECTOR FINANCIAL
+$156.0K
66,165
+2%
减持
XLK
SECTOR TECHNOLOGY
+$155.0K
9,335
-5%
增持
IJR
ISHARES CORE
+$151.0K
26,235
+0%
减持
PTBD
PACER TRENDPILOT
-$150.0K
12,232
-31%
增持
SPDW
SPDR PORTFOLIO
+$148.0K
68,218
+6%
增持
XLP
SECTOR CONSUMER
+$146.0K
11,791
+6%
减持
IBUY
AMPLIFY ONLINE
-$145.0K
4,466
-9%
减持
FVD
FIRST TRUST
+$136.0K
47,730
-2%
增持
ISTB
ISHARES CORE
+$135.0K
92,322
+4%
减持
CDL
VICTORYSHARES US
-$131.0K
9,630
-24%
增持
XLV
SECTOR HEALTHCARE
+$130.0K
4,925
+11%
增持
ELV
ANTHEM INC
+$128.0K
1,408
+0%
减持
FV
FIRST TRUST
+$127.0K
51,595
-2%
减持
FTGC
FIRST TRUST
-$123.0K
27,983
-12%
增持
—
INOVIO PHARMACEUTICALS
-$121.0K
66,422
+5%
增持
—
BARRICK GOLD
+$120.0K
37,776
+14%
增持
KMB
KIMBERLY CLARK
+$120.0K
2,803
+32%
减持
ICSH
BLACKROCK ULTRA
-$119.0K
12,801
-15%
减持
CVX
CHEVRON CORP
+$113.0K
8,516
-2%
减持
JNJ
JOHNSON & JOHNSON
+$113.0K
27,588
-3%
增持
XLU
SELECT UTILITIES
+$110.0K
6,362
+18%
减持
MTUM
ISHARES MSCI
+$108.0K
17,572
-0%
增持
LMT
LOCKHEED MARTIN
+$105.0K
2,133
+13%
减持
ET
ENERGY TRANSFER
-$104.0K
44,260
-9%
减持
ITW
ILLINOIS TOOL
+$104.0K
2,639
-0%
增持
ABNB
AIRBNB INC
+$99.0K
4,591
+16%
