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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 67
减持 59
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$7.0M
31,873
-23%
建仓
SPHD
INVESCO S&P
+$6.1M
140,058
减持
SPYG
SPDR PORTFOLIO
-$6.1M
44,579
-73%
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
XLV
SECTOR HEALTHCARE
+$5.3M
43,698
+688%
减持
IXUS
ISHARES CORE
-$5.3M
5,058
-95%
增持
MDYV
SPDR SERIES
+$5.2M
87,513
+1028%
清仓
SPYM
SPDR PORTFOLIO
-$5.1M
0
-100%
减持
SLYV
SPDR SERIES
-$5.0M
8,523
-90%
增持
FTCS
FIRST TRUST
+$3.5M
278,294
+7%
减持
SPYV
SPDR PORTFOLIO
-$3.2M
19,901
-83%
减持
SPY
SPDR S&P
+$3.2M
131,908
-0%
减持
AAPL
APPLE INC
-$2.8M
205,407
-4%
清仓
PDBC
INVESCO OPTIMUM
-$2.3M
0
-100%
增持
RDVY
FIRST TRUST
+$2.2M
152,649
+31%
增持
USFR
WISDOMTREE FLOATING
+$1.8M
171,546
+27%
增持
ITOT
ISHARES CORE
+$1.8M
200,535
+5%
增持
AMZN
AMAZON COM
-$1.5M
56,930
+2%
减持
SPDW
SPDR PORTFOLIO
-$1.5M
17,290
-77%
增持
CDC
VICTORYSHARES U S
+$1.2M
239,189
+4%
减持
BRK/B
BERKSHIRE HATHAWAY
+$1.1M
27,617
-0%
减持
VTV
VANGUARD VALUE
+$1.1M
69,580
-1%
减持
—
EXXON MOBIL
+$1.0M
46,166
-0%
减持
RSP
INVESCO S&P
+$947.6K
69,993
-0%
减持
BA
BOEING COMPANY
+$899.2K
14,611
-6%
减持
PG
PROCTER & GAMBLE
+$891.4K
35,295
-0%
增持
MRK
MERCK & COMPANY
+$744.9K
26,443
+4%
增持
VTI
VANGUARD TOTAL
+$704.9K
47,800
+2%
建仓
BILS
SPDR BLOOMBERG
+$697.6K
7,026
增持
XLE
SECTOR ENERGY
+$626.4K
29,272
+9%
增持
MSFT
MICROSOFT CORP
+$619.0K
43,616
+3%
增持
VOO
VANGUARD S&P
+$590.8K
24,747
+0%
减持
USMV
ISHARES MSCI
+$546.0K
100,569
-1%
减持
META
META PLATFORMS
-$513.8K
14,710
-13%
清仓
EFIV
SPDR SERIES
-$491.0K
0
-100%
建仓
VFMV
VANGUARD US
+$477.1K
4,850
增持
CVX
CHEVRON CORP
+$450.1K
10,291
+6%
增持
ABBV
ABBVIE INC
+$433.7K
15,245
+1%
增持
IVOO
VANGUARD S&P
+$421.6K
14,157
+11%
增持
NVDA
NVIDIA CORP
+$406.9K
15,532
+1%
清仓
—
TWITTER INC
-$405.0K
0
-100%
减持
VIG
VANGUARD DIVIDEND
+$400.3K
25,145
-1%
增持
CFO
VICTORYSHARES US
+$392.8K
364,550
+2%
增持
DGRO
ISHARES CORE
+$391.2K
49,804
+6%
增持
PEP
PEPSICO INC
+$348.8K
16,201
+3%
增持
VOOV
VANGUARD S&P
+$328.5K
15,554
+4%
减持
DIA
SPDR DOW
+$314.1K
7,926
-2%
清仓
OLLI
OLLIES BARGAIN
-$311.0K
0
-100%
减持
JPM
JPMORGAN CHASE
+$307.5K
18,050
-11%
清仓
COIN
COINBASE GLOBAL
-$307.0K
0
-100%
增持
VIOO
VANGUARD S&P
+$300.7K
12,439
+8%
减持
AMD
ADVANCED MICRO
-$294.9K
42,382
-12%
减持
PM
PHILIP MORRIS
+$287.3K
15,989
-0%
增持
IEFA
ISHARES CORE
+$273.0K
29,348
+1%
清仓
AB
ALLIANCE BERNSTEIN
-$259.0K
0
-100%
增持
VO
VANGUARD MID
+$251.0K
11,771
+3%
清仓
FTSM
FIRST TRUST
-$248.0K
0
-100%
清仓
WMS
ADVANCED DRAIN
-$244.0K
0
-100%
增持
IJR
ISHARES CORE
+$242.2K
28,235
+1%
减持
—
SEAGATE TECHNOLOGY
-$234.2K
14,670
-22%
减持
DIS
WALT DISNEY
-$227.9K
16,576
-6%
增持
XLF
SECTOR FINANCIAL
+$227.5K
59,167
+0%
建仓
EMLP
FIRST TRUST
+$225.8K
8,460
减持
IVV
ISHARES CORE
+$225.4K
9,173
-0%
增持
UNH
UNITEDHEALTH GROUP
+$223.7K
1,844
+24%
建仓
CAT
CATERPILLAR INC
+$220.7K
921
建仓
YUM
YUM BRANDS INC
+$213.4K
1,666
减持
PFE
PFIZER INC
+$206.1K
28,183
-0%
增持
KO
COCA COLA COMPANY
+$206.0K
24,163
+2%
减持
VYM
VANGUARD HIGH
+$205.6K
17,952
-2%
建仓
SDY
SPDR SERIES
+$204.5K
1,634
建仓
—
BLACKROCK INC
+$204.1K
288
建仓
XLI
SECTOR INDUSTRIAL
+$203.2K
2,069
建仓
EMR
EMERSON ELECTRIC
+$202.9K
2,112
建仓
C
CITIGROUP INC
+$202.8K
4,483
清仓
SRLN
SPDR BLACKSTONE
-$201.0K
0
-100%
建仓
FLTR
VANECK IG
+$200.8K
8,071
增持
NSC
NORFOLK SOUTHERN
+$199.7K
5,428
+0%
减持
FV
FIRST TRUST
+$197.5K
49,462
-4%
减持
ALB
ALBEMARLE CORP
-$195.5K
2,986
-6%
增持
VB
VANGUARD SMALL
+$195.3K
14,544
+0%
增持
IJH
ISHARES CORE
+$193.2K
7,157
+2%
增持
CSCO
CISCO SYSTEMS
+$191.2K
24,752
+0%
清仓
FPE
FIRST TRUST
-$190.0K
0
-100%
增持
V
VISA INC
+$189.8K
4,254
+9%
增持
GOOG
ALPHABET INC
-$187.0K
36,065
+2%
减持
GOOGL
ALPHABET INC
-$174.6K
23,579
-0%
增持
XLP
SECTOR CONSUMER
+$168.7K
13,382
+8%
增持
VTIP
VANGUARD SHORT
-$161.4K
120,393
+0%
减持
NKE
NIKE INC
+$160.0K
10,409
-18%
减持
JNJ
JOHNSON & JOHNSON
+$159.6K
27,991
-4%
增持
ITW
ILLINOIS TOOL
+$159.0K
3,082
+7%
减持
T
AT&T INC
+$158.9K
88,857
-8%
增持
VOOG
VANGUARD S&P
+$149.2K
11,246
+6%
增持
GE
GENERAL ELECTRIC
+$147.9K
6,753
+0%
减持
TIP
ISHARES TIPS
-$145.1K
11,799
-12%
减持
PFF
ISHARES U S
-$145.0K
125,286
-0%
增持
ORCL
ORACLE CORP
+$143.7K
6,945
+0%
增持
BUD
ANHEUSER BUSCH
+$141.0K
9,311
+1%
增持
LNC
LINCOLN NATL CORP IN
-$137.5K
11,539
+3%
增持
—
UNILEVER PLC
+$136.7K
19,596
+1%
增持
IP
INTL PAPER
+$134.2K
45,688
+0%
减持
VMBS
VANGUARD MORTGAGE
-$132.8K
5,870
-34%
减持
VSDA
VICTORYSHARES DIVIDEND
+$131.6K
30,786
-2%
增持
ARWR
ARROWHEAD PHARMACEUTICAL
+$129.3K
9,500
+23%
减持
NFLX
NETFLIX INC
+$123.5K
2,111
-0%
建仓
PBR
PETROLEO BRASILEIRO
+$123.2K
11,569
增持
VEA
VANGUARD FTSE
+$119.6K
21,172
+0%
增持
LLY
ELI LILLY
+$118.0K
1,558
+11%
增持
—
BARRICK GOLD
+$115.7K
52,717
+3%
增持
SPLV
INVESCO EXCHANGE
+$114.8K
6,741
+24%
减持
CFA
VICTORYSHARES US
+$114.7K
17,120
-0%
减持
QUAL
ISHARES MSCI
+$112.9K
11,995
-1%
减持
ABNB
AIRBNB INC
-$107.9K
5,077
-2%
增持
DE
DEERE & CO
+$106.8K
1,107
+0%
增持
XLU
SELECT UTILITIES
+$106.5K
7,425
+17%
减持
MTUM
ISHARES MSCI
+$101.9K
13,327
-5%
增持
TSCO
TRACTOR SUPPLY
+$100.4K
2,571
+0%
减持
SLB
SCHLUMBERGER LTD
+$98.5K
6,033
-3%
减持
FSK
FS KKR
-$97.2K
49,705
-13%
减持
QQQ
INVESCO QQQ
-$96.0K
10,222
-3%
减持
HD
HOME DEPOT
-$94.7K
6,095
-17%
增持
MGV
VANGUARD MEGA
+$93.0K
4,434
+10%
增持
VEU
VANGUARD FTSE
+$92.6K
15,170
+1%
减持
TIPX
SPDR BLOOMBERG
-$91.4K
15,587
-25%
增持
IBM
INTL BUSINESS
+$90.4K
2,381
+15%
增持
IEMG
ISHARES CORE
+$90.3K
24,182
+0%
减持
CRM
SALESFORCE INC
-$88.4K
2,094
-18%
减持
MCD
MCDONALDS CORP
+$88.3K
8,577
-9%
增持
SGI
TEMPUR SEALY
+$87.3K
8,514
+0%
增持
DUK
DUKE ENERGY
+$86.5K
8,006
+1%
增持
LMBS
FIRST TRUST
+$84.1K
113,966
+1%
增持
ELV
ELEVANCE HEALTH
+$82.9K
1,402
+0%
减持
IDV
ISHARES INTL
-$82.7K
9,620
-37%
增持
KMB
KIMBERLY CLARK
+$80.6K
3,217
+2%
增持
BAC
BANK AMERICA
+$80.2K
26,997
+0%
减持
CMG
CHIPOTLE MEXICAN
-$77.5K
564
-1%
减持
QEFA
SPDR INDEX
-$75.5K
7,277
-25%
增持
NEE
NEXTERA ENERGY
+$73.5K
6,633
+8%
增持
BTI
BRITISH AMERN
+$72.5K
15,221
+1%
减持
BP
BP PLC
+$71.5K
11,636
-1%
增持
PLTR
PALANTIR TECHNOLOGIES
-$70.8K
76,517
+11%
减持
—
APPHARVEST INC
-$70.7K
30,458
-32%
增持
AVGO
BROADCOM INC
+$70.4K
607
+0%
增持
GSK
GSK PLC
+$70.4K
9,971
+5%
减持
—
SPDR SERIES
+$69.0K
11,592
-1%
减持
ICSH
BLACKROCK ULTRA
-$68.0K
12,370
-10%
减持
—
VICTORY VICTORYSHARES
-$66.4K
13,510
-23%
减持
MMM
3M COMPANY
+$63.7K
6,927
-0%
减持
WBD
WARNER BROS
-$63.0K
14,456
-17%
减持
TJX
TJX COS
+$62.6K
3,613
-0%
