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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 67
减持 41
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
LMBS
FIRST TRUST
+$6.2M
125,830
减持
SWAN
AMPLIFY BLACKSWAN
-$5.8M
8,867
-95%
减持
FIXD
FIRST TRUST
-$4.7M
6,522
-93%
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
ISTB
ISHARES CORE
-$4.7M
0
-100%
增持
VTIP
VANGUARD SHORT
+$4.1M
132,672
+150%
清仓
—
WELLS FARGO
-$3.8M
0
-100%
减持
SPY
SPDR S&P
-$3.4M
132,959
-0%
减持
PFF
ISHARES U S
-$2.7M
126,265
-32%
清仓
SCHP
SCHWAB US
-$2.5M
0
-100%
增持
CDC
VICTORYSHARES U S
+$2.4M
209,177
+15%
增持
FTGC
FIRST TRUST
+$2.0M
92,901
+232%
减持
QUAL
ISHARES MSCI
-$1.9M
24,822
-31%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.8M
27,246
+4%
减持
AMD
ADVANCED MICRO
-$1.7M
48,247
-0%
清仓
—
SEAGATE TECHNOLOGY
-$1.7M
0
-100%
增持
SLYV
SPDR SERIES
+$1.6M
29,891
+179%
增持
SPIP
SPDR TIPS
+$1.4M
72,343
+198%
增持
RSP
INVESCO S&P
+$1.3M
69,165
+17%
清仓
GBIL
GOLDMAN SACHS
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.2M
43,252
+0%
减持
IVV
ISHARES CORE
-$1.1M
9,767
-16%
增持
TOTL
SPDR DOUBLELINE
+$941.0K
91,732
+37%
减持
—
EXXON MOBIL
+$934.0K
45,823
-2%
增持
META
META PLATFORMS
-$857.0K
14,166
+19%
减持
AAPL
APPLE INC
-$852.0K
215,956
-1%
增持
XLE
SECTOR ENERGY
+$763.0K
28,253
+12%
减持
XLK
SECTOR TECHNOLOGY
-$759.0K
5,437
-42%
增持
VTI
VANGUARD TOTAL
+$748.0K
51,503
+13%
增持
NFLX
NETFLIX INC
-$732.0K
3,295
+1%
增持
HD
HOME DEPOT
-$728.0K
7,065
+3%
增持
TSLA
TESLA INC
+$707.0K
13,064
+3%
增持
STIP
ISHARES 0-5
+$601.0K
9,827
+142%
减持
VOO
VANGUARD S&P
-$591.0K
26,136
-0%
减持
IXN
ISHARES GLOBAL
-$573.0K
42,385
-10%
清仓
GE
GENERAL ELECTRIC
-$571.0K
0
-100%
建仓
CRM
SALESFORCE.COM INC
+$545.0K
2,568
清仓
BIL
SPDR BLOOMBERG
-$497.0K
0
-100%
清仓
IAU
ISHARES GOLD
-$497.0K
0
-100%
增持
VTV
VANGUARD VALUE
+$472.0K
68,880
+4%
增持
SPYG
SPDR PORTFOLIO
-$457.0K
92,400
+2%
减持
USMV
ISHARES MSCI
-$432.0K
106,383
-1%
减持
MTUM
ISHARES MSCI
-$431.0K
16,428
-7%
增持
ABBV
ABBVIE INC
+$426.0K
14,390
+2%
增持
QQQ
INVESCO QQQ
-$407.0K
15,084
+2%
清仓
IBUY
AMPLIFY ONLINE
-$393.0K
0
-100%
减持
CVX
CHEVRON CORP
+$383.0K
8,487
-0%
清仓
XLC
SELECT SECTOR
-$371.0K
0
-100%
增持
RDVY
FIRST TRUST
+$351.0K
185,337
+10%
增持
VUG
VANGUARD GROWTH
-$347.0K
11,951
+1%
减持
FVC
FIRST TRUST
-$343.0K
22,889
-27%
建仓
PFFD
GLOBAL X
+$343.0K
14,580
减持
XLY
CONSUMER DISCRETIONARY
-$336.0K
1,096
-58%
增持
VOOV
VANGUARD S&P
+$324.0K
13,662
+19%
增持
IXUS
ISHARES CORE
+$316.0K
95,387
+12%
清仓
PYPL
PAYPAL HOLDINGS
-$306.0K
0
-100%
清仓
GOVT
ISHARES U S
-$304.0K
0
-100%
清仓
—
BLACKROCK INC
-$285.0K
0
-100%
建仓
FDL
FIRST TRUST
+$281.0K
7,506
清仓
COIN
COINBASE GLOBAL
-$278.0K
0
-100%
建仓
IVW
ISHARES S&P
+$274.0K
3,587
增持
QYLD
GLOBAL X
+$269.0K
33,089
+73%
增持
NVDA
NVIDIA CORP
-$258.0K
14,201
+1%
清仓
IWR
ISHARES RUSSELL
-$255.0K
0
-100%
增持
AMZN
AMAZON COM
+$254.0K
2,554
+5%
增持
SPYV
SPDR PORTFOLIO
+$253.0K
37,238
+20%
增持
JNJ
JOHNSON & JOHNSON
+$252.0K
28,053
+2%
增持
—
BARRICK GOLD
+$249.0K
39,434
+4%
增持
ABT
ABBOTT LABORATORIES
-$247.0K
19,767
+8%
增持
IUSG
ISHARES S&P
-$246.0K
26,120
+0%
减持
QCOM
QUALCOMM INC
-$244.0K
6,822
-3%
增持
HYMB
SPDR NUVEEN
+$243.0K
8,576
+124%
清仓
BST
BLACKROCK SCIENCE
-$242.0K
0
-100%
减持
FTSM
FIRST TRUST
-$240.0K
5,210
-43%
增持
MLN
VANECK LONG
+$240.0K
24,568
+125%
建仓
SLB
SCHLUMBERGER LTD
+$237.0K
5,746
减持
APAM
ARTISAN PARTNERS
-$235.0K
20,034
-7%
清仓
GILD
GILEAD SCIENCES
-$231.0K
0
-100%
建仓
VSMV
VICTORYSHARES U S
+$221.0K
5,303
清仓
VTWO
VANGUARD RUSSELL
-$221.0K
0
-100%
建仓
APD
AIR PRODUCTS
+$220.0K
881
建仓
SPEU
SPDR PORT
+$218.0K
5,600
清仓
ARKK
ARK INNOVATION
-$215.0K
0
-100%
清仓
FPXI
FIRST TRUST
-$214.0K
0
-100%
建仓
SDY
SPDR SERIES
+$212.0K
1,655
减持
CSCO
CISCO SYSTEMS
-$211.0K
27,349
-0%
建仓
CAT
CATERPILLAR INC
+$210.0K
943
清仓
KKR
KKR & CO
-$210.0K
0
-100%
清仓
VAW
VANGUARD MATERIALS
-$210.0K
0
-100%
减持
PDP
INVESCO DWA
-$209.0K
8,167
-11%
减持
VGT
VANGUARD INFORMATION
-$207.0K
2,590
-8%
清仓
CCI
CROWN CASTLE
-$206.0K
0
-100%
清仓
Z
ZILLOW GROUP
-$206.0K
0
-100%
清仓
ADBE
ADOBE INC
-$205.0K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$201.0K
1,300
增持
SCHG
SCHWAB US
-$201.0K
25,133
+98%
建仓
SCCO
SOUTHERN COPPER
+$200.0K
2,632
清仓
SCHC
SCHWAB INTL
-$200.0K
0
-100%
建仓
IFN
INDIA FUND
+$195.0K
10,098
增持
XMPT
VANECK CEF
+$192.0K
17,210
+109%
增持
VYM
VANGUARD HIGH
+$191.0K
17,687
+11%
增持
XLF
SECTOR FINANCIAL
+$180.0K
72,129
+9%
减持
DIA
SPDR DOW
-$179.0K
8,137
-1%
增持
DGRO
ISHARES CORE
+$178.0K
44,703
+12%
减持
ELV
ANTHEM INC
-$176.0K
971
-31%
增持
LNC
LINCOLN NATL CORP IN
+$174.0K
7,207
+65%
增持
BA
BOEING COMPANY
+$173.0K
13,337
+13%
减持
LMT
LOCKHEED MARTIN
+$171.0K
2,104
-1%
增持
T
AT&T INC
+$168.0K
89,126
+13%
减持
—
DRAFTKINGS INC
-$166.0K
13,758
-13%
建仓
JGH
NUVEEN GLOBAL
+$164.0K
11,495
增持
SGI
TEMPUR SEALY
-$162.0K
8,509
+0%
增持
ALB
ALBEMARLE CORP
+$157.0K
3,400
+34%
减持
GOOGL
ALPHABET INC
-$146.0K
1,191
-0%
减持
XNIEX
VIRTUS ALLIANZGI
-$145.0K
41,485
-2%
增持
RH
RH
-$145.0K
1,533
+27%
增持
BND
VANGUARD TOTAL
-$143.0K
29,881
+0%
减持
IEFA
ISHARES CORE
-$143.0K
25,396
-1%
减持
IEMG
ISHARES CORE
-$143.0K
25,086
-2%
增持
ET
ENERGY TRANSFER
+$142.0K
45,225
+2%
增持
MRK
MERCK & COMPANY
+$141.0K
24,908
+0%
增持
CFO
VICTORYSHARES US
-$139.0K
400,300
+4%
减持
VIOO
VANGUARD S&P
-$139.0K
11,179
-0%
减持
UPS
UNITED PARCEL
-$138.0K
8,558
-7%
增持
WMT
WALMART INC
+$133.0K
9,164
+8%
减持
ACWV
ISHARES MSCI
-$129.0K
8,914
-9%
增持
—
DANIMER SCIENTIFIC
-$126.0K
53,595
+4%
增持
—
UNILEVER PLC
+$125.0K
16,924
+41%
增持
TIP
ISHARES TIPS
+$125.0K
13,178
+12%
减持
IJH
ISHARES CORE
-$124.0K
7,638
-1%
减持
IVOO
VANGUARD S&P
-$124.0K
12,469
-0%
增持
PLTR
PALANTIR TECHNOLOGIES
+$122.0K
36,860
+75%
增持
F
FORD MOTOR
-$118.0K
39,506
+4%
增持
PG
PROCTER & GAMBLE
-$118.0K
28,755
+4%
增持
XES
SPDR SERIES
+$115.0K
4,200
+4%
减持
EFAV
ISHARES MSCI
-$114.0K
15,487
-3%
减持
IWM
ISHARES RUSSELL
-$107.0K
1,290
-23%
减持
VOT
VANGUARD MID
-$105.0K
1,761
-10%
增持
LOW
LOWES COMPANIES
-$105.0K
5,602
+17%
增持
KO
COCA COLA COMPANY
+$104.0K
25,271
+2%
增持
ABNB
AIRBNB INC
+$104.0K
5,054
+10%
增持
DNP
DNP SELECT
+$103.0K
51,768
+10%
增持
—
APPHARVEST INC
+$101.0K
32,648
+71%
增持
PFE
PFIZER INC
-$100.0K
27,271
+7%
清仓
BGR
BLACKROCK ENERGY
-$99.0K
0
-100%
减持
BAC
BANK AMERICA
-$99.0K
26,491
-1%
增持
VO
VANGUARD MID
+$97.0K
11,098
+11%
增持
ITW
ILLINOIS TOOL
-$97.0K
2,644
+0%
增持
DE
DEERE & CO
+$97.0K
1,102
+5%
增持
CMG
CHIPOTLE MEXICAN
-$95.0K
699
+2%
减持
VEA
VANGUARD FTSE
-$93.0K
21,091
-3%
