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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 53
减持 62
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE FLOATING
+$6.8M
135,175
建仓
SPYM
SPDR PORTFOLIO
+$5.1M
120,483
增持
SPYG
SPDR PORTFOLIO
+$3.6M
166,157
+84%
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。
增持
SLYV
SPDR SERIES
+$3.2M
83,192
+149%
减持
CFO
VICTORYSHARES US
-$3.1M
357,630
-12%
减持
RDVY
FIRST TRUST
-$3.0M
116,534
-37%
建仓
PDBC
INVESCO OPTIMUM
+$2.3M
144,102
减持
FTGC
FIRST TRUST
-$2.3M
14,133
-86%
增持
SPYV
SPDR PORTFOLIO
+$2.0M
114,834
+114%
增持
FTCS
FIRST TRUST
+$1.9M
261,286
+18%
增持
TSLA
TESLA INC
+$1.8M
41,142
+203%
减持
QUAL
ISHARES MSCI
-$1.5M
12,062
-51%
增持
CDC
VICTORYSHARES U S
-$1.3M
230,285
+2%
减持
MSFT
MICROSOFT CORP
-$1.2M
42,256
-2%
减持
FVD
FIRST TRUST
-$1.2M
17,738
-63%
减持
ITOT
ISHARES CORE
-$1.2M
191,645
-2%
减持
VTI
VANGUARD TOTAL
-$1.0M
46,996
-6%
增持
SPY
SPDR S&P
-$967.0K
132,381
+4%
清仓
DWAS
INVESCO DWA
-$867.0K
0
-100%
减持
RSP
INVESCO S&P
-$765.0K
70,230
-3%
减持
VOO
VANGUARD S&P
-$737.0K
24,686
-3%
增持
GOOG
ALPHABET INC
-$693.0K
35,231
+1789%
减持
USMV
ISHARES MSCI
-$639.0K
101,430
-3%
减持
VTV
VANGUARD VALUE
-$636.0K
70,203
-0%
减持
SPIP
SPDR TIPS
-$620.0K
59,957
-23%
增持
AMD
ADVANCED MICRO
-$582.0K
47,972
+1%
增持
PG
PROCTER & GAMBLE
-$539.0K
35,308
+2%
增持
AMZN
AMAZON COM
+$536.0K
55,851
+3%
清仓
ACWI
ISHARES MSCI
-$516.0K
0
-100%
减持
TOTL
SPDR DOUBLELINE
-$467.0K
83,807
-8%
清仓
—
GSK PLC
-$464.0K
0
-100%
减持
XLF
SECTOR FINANCIAL
-$449.0K
59,158
-17%
减持
ACWV
ISHARES MSCI
-$449.0K
4,439
-50%
增持
T
AT&T INC
-$444.0K
96,264
+5%
增持
IP
INTL PAPER
-$441.0K
45,679
+1%
增持
MLN
VANECK LONG
+$424.0K
66,629
+72%
减持
IXN
ISHARES GLOBAL
-$411.0K
33,676
-16%
增持
HYMB
SPDR NUVEEN
+$407.0K
22,775
+71%
增持
IXUS
ISHARES CORE
-$397.0K
109,130
+5%
减持
WMS
ADVANCED DRAIN
-$376.0K
1,964
-71%
增持
XMPT
VANECK CEF
+$364.0K
48,744
+75%
减持
IVV
ISHARES CORE
-$351.0K
9,198
-4%
减持
QCOM
QUALCOMM INC
-$342.0K
6,180
-24%
减持
—
VICTORY VICTORYSHARES
-$319.0K
17,460
-43%
减持
MTUM
ISHARES MSCI
-$311.0K
14,047
-11%
增持
GOOGL
ALPHABET INC
-$303.0K
23,580
+1909%
减持
VIG
VANGUARD DIVIDEND
-$286.0K
25,288
-2%
建仓
VONG
VANGUARD RUSSELL
+$282.0K
5,200
建仓
GSK
GSK PLC
+$280.0K
9,505
清仓
PTBD
PACER TRENDPILOT
-$279.0K
0
-100%
减持
VSDA
VICTORYSHARES DIVIDEND
-$269.0K
31,474
-14%
清仓
FXZ
FIRST TRUST
-$266.0K
0
-100%
建仓
ILMN
ILLUMINA INC
+$265.0K
1,391
清仓
IHF
ISHARES U S
-$261.0K
0
-100%
减持
PDP
INVESCO DWA
-$251.0K
4,067
-47%
增持
NVDA
NVIDIA CORP
-$248.0K
15,350
+10%
减持
KO
COCA COLA COMPANY
-$247.0K
23,762
-5%
清仓
WELL
WELLTOWER INC
-$244.0K
0
-100%
清仓
XLI
SECTOR INDUSTRIAL
-$241.0K
0
-100%
建仓
HSY
HERSHEY COMPANY
+$237.0K
1,075
清仓
AMT
AMERICAN TOWER
-$236.0K
0
-100%
增持
FDX
FEDEX CORP
-$235.0K
3,011
+0%
清仓
IBB
ISHARES BIOTECHNOLOGY
-$235.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$234.0K
9,412
+20%
清仓
LQD
ISHARES IBOXX
-$226.0K
0
-100%
建仓
VONE
VANGUARD RUSSELL
+$221.0K
1,352
清仓
TFC
TRUIST FINANCIAL
-$221.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS
-$219.0K
21,768
+6%
清仓
VIGI
VANGUARD INTERNATIONAL
-$217.0K
0
-100%
建仓
SJM
SMUCKER JM
+$217.0K
1,577
增持
LOW
LOWES COMPANIES
+$217.0K
6,689
+12%
清仓
IVW
ISHARES S&P
-$216.0K
0
-100%
增持
VTIP
VANGUARD SHORT
-$214.0K
120,241
+0%
清仓
NOC
NORTHROP GRUMMAN
-$213.0K
0
-100%
清仓
EFA
ISHARES MSCI
-$212.0K
0
-100%
减持
APAM
ARTISAN PARTNERS
-$211.0K
19,834
-5%
增持
JNJ
JOHNSON & JOHNSON
-$210.0K
29,289
+4%
减持
PEP
PEPSICO INC
-$205.0K
15,790
-5%
建仓
SGI
TEMPUR SEALY
+$205.0K
8,513
清仓
XLRE
SELECT SECTOR
-$200.0K
0
-100%
清仓
SDY
SPDR SERIES
-$200.0K
0
-100%
增持
CMG
CHIPOTLE MEXICAN
+$196.0K
572
+13%
减持
IEMG
ISHARES CORE
-$193.0K
24,166
-4%
增持
PFE
PFIZER INC
-$191.0K
28,294
+4%
减持
STIP
ISHARES 0-5
-$191.0K
8,347
-15%
建仓
FPE
FIRST TRUST
+$190.0K
11,375
减持
VOOV
VANGUARD S&P
-$186.0K
14,902
-3%
减持
DIA
SPDR DOW
-$186.0K
8,049
-1%
减持
INTC
INTEL CORP
-$186.0K
15,887
-0%
增持
PM
PHILIP MORRIS
-$185.0K
16,030
+4%
减持
PFF
ISHARES U S
-$183.0K
125,352
-1%
增持
—
SEAGATE TECHNOLOGY
-$182.0K
18,899
+14%
建仓
MDIV
FIRST TRUST
+$181.0K
12,525
增持
ABBV
ABBVIE INC
-$180.0K
15,123
+5%
减持
VWO
VANGUARD FSTE
-$178.0K
16,067
-12%
减持
CSCO
CISCO SYSTEMS
-$174.0K
24,695
-9%
增持
RH
RH
+$169.0K
1,999
+31%
清仓
—
ANNALY CAPITAL
-$167.0K
0
-100%
减持
EFAV
ISHARES MSCI
-$165.0K
14,097
-8%
减持
UNH
UNITEDHEALTH GROUP
-$159.0K
1,492
-16%
增持
UPS
UNITED PARCEL
-$158.0K
8,642
+2%
增持
—
EXXON MOBIL
+$153.0K
46,388
+2%
减持
IJH
ISHARES CORE
-$151.0K
7,016
-6%
减持
FSK
FS KKR
-$149.0K
57,026
-1%
减持
VUG
VANGUARD GROWTH
-$144.0K
12,033
-1%
建仓
HLN
HALEON PLC
+$135.0K
22,182
清仓
—
FRONTLINE LTD
-$130.0K
0
-100%
减持
ORCL
ORACLE CORP
-$127.0K
6,944
-12%
减持
TIP
ISHARES TIPS
-$125.0K
13,356
-0%
增持
DGRO
ISHARES CORE
-$125.0K
47,190
+1%
减持
LMT
LOCKHEED MARTIN
-$123.0K
1,975
-4%
减持
FVC
FIRST TRUST
-$119.0K
19,212
-14%
增持
DIS
WALT DISNEY
+$119.0K
17,678
+8%
减持
NSC
NORFOLK SOUTHERN
-$118.0K
5,427
-2%
减持
XLE
SECTOR ENERGY
-$111.0K
26,857
-6%
减持
LMBS
FIRST TRUST
-$110.0K
112,329
-0%
增持
VYM
VANGUARD HIGH
-$109.0K
18,305
+1%
增持
LNC
LINCOLN NATL CORP IN
+$105.0K
11,198
+35%
减持
NFLX
NETFLIX INC
+$105.0K
2,121
-6%
减持
QYLD
GLOBAL X
-$105.0K
33,145
-7%
减持
VO
VANGUARD MID
-$104.0K
11,426
-0%
减持
IDV
ISHARES INTL
-$103.0K
15,269
-7%
减持
VOOG
VANGUARD S&P
-$102.0K
10,658
-0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$102.0K
27,710
+4%
减持
VEA
VANGUARD FTSE
-$101.0K
21,149
-1%
增持
FDL
FIRST TRUST
+$97.0K
11,300
+50%
增持
BND
VANGUARD TOTAL
+$96.0K
32,996
+10%
增持
QQQ
INVESCO QQQ
-$96.0K
10,545
+1%
减持
—
DANIMER SCIENTIFIC
-$94.0K
53,971
-3%
减持
AAPL
APPLE INC
-$93.0K
213,322
-1%
减持
VB
VANGUARD SMALL
-$92.0K
14,474
-1%
减持
ALB
ALBEMARLE CORP
+$91.0K
3,186
-12%
增持
IJR
ISHARES CORE
-$91.0K
27,874
+2%
减持
IUSB
ISHARES CORE
-$90.0K
15,887
-7%
减持
GS
GOLDMAN SACHS
-$90.0K
1,337
-18%
增持
NWL
NEWELL BRANDS
-$89.0K
23,505
+8%
增持
BA
BOEING COMPANY
-$89.0K
15,557
+8%
增持
COIN
COINBASE GLOBAL
+$88.0K
4,763
+2%
增持
ABT
ABBOTT LABORATORIES
-$86.0K
21,455
+8%
增持
VFVA
VANGUARD US
+$85.0K
4,256
+36%
减持
CFA
VICTORYSHARES US
-$84.0K
17,138
-3%
增持
ABNB
AIRBNB INC
+$83.0K
5,162
+0%
增持
SPDW
SPDR PORTFOLIO
-$80.0K
76,555
+7%
减持
XLP
SECTOR CONSUMER
-$79.0K
12,418
-1%
增持
VEU
VANGUARD FTSE
-$78.0K
15,056
+1%
增持
VIOO
VANGUARD S&P
-$78.0K
11,486
+1%
建仓
IONQ
IONQ INC
+$76.0K
15,000
建仓
LUMN
LUMEN TECHNOLOGIES
+$75.0K
10,249
增持
META
META PLATFORMS
-$74.0K
16,831
+15%
增持
NKE
NIKE INC
-$72.0K
12,725
+15%
