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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
23Q2 调仓
2022-12-31 → 2023-06-30 · 共 150 项
建仓 29
增持 66
减持 45
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$11.6M
197,296
-4%
增持
SPY
SPDR S&P
+$10.1M
136,683
+4%
增持
VTI
VANGUARD TOTAL
+$7.6M
75,974
+59%
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
USFR
WISDOMTREE FLOATING
+$6.9M
308,044
+80%
减持
VTIP
VANGUARD SHORT
-$5.1M
10,866
-91%
增持
MSFT
MICROSOFT CORP
+$4.7M
44,412
+2%
增持
TSLA
TESLA INC
+$4.4M
31,911
+0%
增持
ITOT
ISHARES CORE
+$4.3M
217,544
+8%
减持
NVDA
NVIDIA CORP
+$4.0M
14,872
-4%
减持
CFO
VICTORYSHARES US
-$4.0M
314,217
-14%
建仓
SPYM
SPDR PORTFOLIO
+$3.9M
75,216
减持
CDC
VICTORYSHARES U S
-$2.5M
214,990
-10%
减持
AMZN
AMAZON COM
+$2.5M
55,498
-3%
减持
USMV
ISHARES MSCI
-$2.3M
67,243
-33%
减持
META
META PLATFORMS
+$2.2M
13,762
-6%
增持
FTCS
FIRST TRUST
+$2.2M
306,636
+10%
减持
AMD
ADVANCED MICRO
+$2.0M
41,853
-1%
增持
QQQ
INVESCO QQQ
+$1.8M
12,191
+19%
增持
VOO
VANGUARD S&P
+$1.7M
25,618
+4%
增持
SPYG
SPDR PORTFOLIO
+$1.6M
63,129
+42%
建仓
JQUA
JPMORGAN US
+$1.5M
34,140
增持
GOOG
ALPHABET INC
+$1.3M
37,409
+4%
增持
PLTR
PALANTIR TECHNOLOGIES
+$1.3M
117,883
+54%
增持
BRK/B
BERKSHIRE HATHAWAY
+$1.2M
28,479
+3%
增持
SPYV
SPDR PORTFOLIO
+$1.1M
43,960
+121%
增持
VUG
VANGUARD GROWTH
+$1.1M
13,172
+7%
建仓
SPSM
SPDR PORTFOLIO
+$1.0M
25,923
清仓
—
SPDR SERIES
-$953.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$835.9K
24,363
+3%
增持
SPHD
INVESCO S&P
+$774.9K
167,198
+19%
增持
RSP
INVESCO S&P
+$758.7K
71,139
+2%
减持
MTUM
ISHARES MSCI
-$717.9K
8,506
-36%
增持
VO
VANGUARD MID
+$691.1K
14,036
+19%
增持
VOOG
VANGUARD S&P
+$687.0K
12,040
+7%
增持
VB
VANGUARD SMALL
+$582.4K
16,349
+12%
建仓
SPTL
SPDR PORTFOLIO
+$567.4K
18,975
增持
VOOV
VANGUARD S&P
+$526.6K
17,374
+12%
减持
IXN
ISHARES GLOBAL
+$511.9K
31,053
-2%
增持
SPLV
INVESCO EXCHANGE
+$483.0K
14,547
+116%
减持
IVV
ISHARES CORE
+$472.7K
8,968
-2%
减持
RDVY
FIRST TRUST
+$452.4K
151,947
-0%
增持
MDYV
SPDR SERIES
+$451.2K
88,907
+2%
增持
VIG
VANGUARD DIVIDEND
+$444.4K
26,243
+4%
减持
CMG
CHIPOTLE MEXICAN
+$413.2K
559
-1%
建仓
—
LINDE PLC
+$399.8K
1,049
建仓
COIN
COINBASE GLOBAL
+$371.3K
5,189
建仓
GRID
FIRST TRUST
+$363.0K
3,453
增持
ABBV
ABBVIE INC
-$359.9K
15,615
+2%
增持
NFLX
NETFLIX INC
+$351.9K
2,212
+5%
清仓
—
LINDE PLC
-$342.2K
0
-100%
建仓
HNDL
STRATEGY NASDAQ
+$341.2K
16,785
减持
TIP
ISHARES TIPS
-$337.9K
8,531
-28%
建仓
RLY
SPDR SSGA
+$326.7K
12,269
增持
SOXX
ISHARES SEMICONDUCTOR
+$309.9K
1,381
+23%
增持
LMBS
FIRST TRUST
+$303.1K
119,703
+5%
增持
LLY
ELI LILLY
+$301.9K
1,859
+19%
清仓
FTGC
FIRST TRUST
-$299.1K
0
-100%
建仓
DAL
DELTA AIRLINES
+$296.6K
6,239
增持
VGT
VANGUARD INFORMATION
+$294.4K
2,398
+0%
增持
BND
VANGUARD TOTAL
+$290.8K
36,766
+11%
增持
JNJ
JOHNSON & JOHNSON
-$284.5K
28,154
+1%
增持
VONE
VANGUARD RUSSELL
+$280.4K
2,612
+85%
建仓
LNG
CHENIERE ENERGY
+$277.1K
1,819
增持
ABNB
AIRBNB INC
+$276.4K
5,544
+9%
建仓
BLV
VANGUARD LONG
+$274.2K
3,660
减持
SCHG
SCHWAB US
+$265.1K
22,012
-12%
增持
QUAL
ISHARES MSCI
+$262.7K
12,083
+1%
建仓
SPMB
SPDR MORTGAGE
+$261.9K
11,954
增持
PFE
PFIZER INC
-$261.8K
32,233
+14%
建仓
SPTS
SPDR PORTFOLIO
+$260.9K
9,062
减持
MCD
MCDONALDS CORP
+$258.5K
8,441
-2%
建仓
VIGI
VANGUARD INTERNATIONAL
+$258.3K
3,440
减持
IJH
ISHARES CORE
-$254.4K
5,648
-21%
增持
VTV
VANGUARD VALUE
+$254.1K
70,520
+1%
建仓
XNTK
SPDR SERIES
+$253.3K
1,815
清仓
VFH
VANGUARD FINANCIALS
-$251.2K
0
-100%
清仓
HSY
HERSHEY COMPANY
-$249.1K
0
-100%
减持
ICSH
BLACKROCK ULTRA
-$240.8K
7,518
-39%
建仓
WMS
ADVANCED DRAIN
+$227.8K
2,002
清仓
NTR
NUTRIEN LTD
-$227.0K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$224.7K
3,560
建仓
KLAC
KLA CORP
+$224.1K
462
减持
BSV
VANGUARD SHORT
-$222.9K
7,691
-28%
建仓
GSLC
GOLDMAN SACHS
+$221.9K
2,541
清仓
CAT
CATERPILLAR INC
-$220.7K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$219.0K
1,138
建仓
WELL
WELLTOWER INC
+$216.9K
2,681
建仓
PANW
PALO ALTO
+$215.4K
843
增持
ITW
ILLINOIS TOOL
+$214.1K
3,570
+16%
增持
ALB
ALBEMARLE CORP
+$214.0K
3,862
+29%
增持
XLK
SECTOR TECHNOLOGY
+$213.4K
4,311
+0%
减持
TOTL
SPDR DOUBLELINE
-$212.7K
76,715
-8%
增持
VFVA
VANGUARD US
+$209.6K
6,367
+48%
减持
ORCL
ORACLE CORP
+$207.1K
6,506
-6%
建仓
GNR
SPDR S&P
+$207.1K
3,841
增持
V
VISA INC
+$206.7K
4,592
+8%
增持
IVOO
VANGUARD S&P
+$205.9K
28,474
+101%
建仓
IVOV
VANGUARD S&P
+$205.1K
2,492
增持
MGK
VANGUARD MEGA
+$205.0K
2,839
+5%
清仓
SDY
SPDR SERIES
-$204.5K
0
-100%
建仓
—
DISCOVER FINANCIAL
+$204.3K
1,748
清仓
—
BLACKROCK INC
-$204.1K
0
-100%
建仓
XLRE
SELECT SECTOR
+$203.2K
5,391
清仓
EMR
EMERSON ELECTRIC
-$202.9K
0
-100%
建仓
SRLN
SPDR BLACKSTONE
+$202.1K
4,826
减持
IUSB
ISHARES CORE
-$201.3K
10,477
-31%
建仓
HPI
JOHN HANCOCK
+$191.3K
12,562
减持
AVGO
BROADCOM INC
+$183.4K
603
-1%
减持
DKNG
DRAFTKINGS INC
+$176.5K
12,623
-9%
减持
—
EXXON MOBIL
-$170.9K
45,885
-1%
减持
BA
BOEING COMPANY
+$164.8K
13,961
-4%
增持
MRK
MERCK & COMPANY
+$163.6K
26,844
+2%
增持
VIOO
VANGUARD S&P
+$160.6K
25,207
+103%
增持
PEP
PEPSICO INC
+$159.5K
16,663
+3%
增持
DGRO
ISHARES CORE
+$154.2K
51,318
+3%
减持
VYM
VANGUARD HIGH
-$152.7K
16,875
-6%
增持
SPDW
SPDR PORTFOLIO
+$151.5K
20,432
+18%
增持
CVX
CHEVRON CORP
-$149.5K
10,789
+5%
增持
T
AT&T INC
-$146.5K
93,376
+5%
增持
BOTZ
GLOBAL X
+$145.2K
13,640
+14%
减持
MMM
3M COMPANY
-$145.0K
6,851
-1%
增持
INTC
INTEL CORP
+$144.1K
16,393
+7%
减持
CRM
SALESFORCE INC
+$140.4K
1,979
-5%
减持
APAM
ARTISAN PARTNERS
+$139.8K
17,634
-5%
减持
ALL
ALLSTATE CORP
-$138.9K
4,214
-5%
增持
F
FORD MOTOR
+$138.7K
39,014
+0%
增持
XNIEX
VIRTUS EQUITY
+$136.8K
44,189
+1%
减持
JPM
JPMORGAN CHASE
+$135.6K
17,575
-3%
增持
VSDA
VICTORYSHARES DIVIDEND
+$135.2K
32,633
+6%
增持
KRE
SPDR S&P
-$134.1K
12,735
+14%
减持
TSCO
TRACTOR SUPPLY
-$133.6K
2,012
-22%
减持
IP
INTL PAPER
-$131.4K
45,606
-0%
减持
BUD
ANHEUSER BUSCH
-$124.5K
7,661
-18%
减持
GE
GENERAL ELECTRIC
+$122.8K
6,270
-7%
减持
XLF
SECTOR FINANCIAL
-$120.6K
56,449
-5%
增持
WMT
WALMART INC
+$120.3K
7,739
+0%
减持
LMT
LOCKHEED MARTIN
-$120.2K
1,478
-10%
减持
FDX
FEDEX CORP
+$119.0K
2,062
-9%
增持
CSCO
CISCO SYSTEMS
+$117.0K
25,051
+1%
减持
VNQ
VANGUARD REAL
-$114.3K
2,715
-34%
增持
SLYV
SPDR SERIES
+$112.7K
9,655
+13%
增持
BAC
BANK AMERICA
-$110.0K
27,332
+1%
增持
FDL
FIRST TRUST
+$109.8K
15,477
+36%
增持
—
INOVIO PHARMACEUTICALS
-$107.4K
106,397
+7%
增持
MPC
MARATHON PETROLEUM
+$107.3K
3,847
+31%
减持
EFAV
ISHARES MSCI
-$106.7K
10,958
-18%
减持
KO
COCA COLA COMPANY
-$105.4K
23,774
-2%
减持
RH
RH
+$103.6K
1,721
-1%
减持
NKE
NIKE INC
-$103.3K
10,099
-3%
增持
DUK
DUKE ENERGY
-$102.0K
8,051
+1%
