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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 57
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR PORTFOLIO
+$30.3M
681,259
+806%
增持
SPYG
SPDR PORTFOLIO
+$8.7M
211,083
+234%
增持
SPYV
SPDR PORTFOLIO
+$8.1M
241,534
+449%
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。
减持
RSP
INVESCO S&P
-$7.6M
21,794
-69%
增持
JQUA
JPMORGAN US
+$7.5M
207,238
+507%
减持
CFO
VICTORYSHARES US
-$7.3M
203,992
-35%
减持
CDC
VICTORYSHARES U S
-$5.7M
119,803
-44%
减持
FTCS
FIRST TRUST
-$5.7M
235,398
-23%
减持
MDYV
SPDR SERIES
-$5.5M
9,872
-89%
减持
RDVY
FIRST TRUST
-$5.5M
36,703
-76%
减持
XLV
SECTOR HEALTHCARE
-$4.7M
9,929
-78%
减持
AAPL
APPLE INC
-$4.6M
196,936
-0%
增持
USFR
WISDOMTREE FLOATING
+$2.6M
359,265
+17%
减持
SPY
SPDR S&P
-$2.4M
136,087
-0%
增持
SPLV
INVESCO EXCHANGE
+$2.4M
55,594
+282%
增持
SPTL
SPDR PORTFOLIO
+$2.2M
107,443
+466%
建仓
SPMD
SPDR PORTFOLIO
+$2.1M
47,289
增持
SPMB
SPDR MORTGAGE
+$1.7M
96,515
+707%
增持
GRID
FIRST TRUST
+$1.6M
20,481
+493%
建仓
FMB
FIRST TRUST
+$1.3M
26,523
减持
FV
FIRST TRUST
-$1.2M
25,225
-48%
减持
USMV
ISHARES MSCI
-$1.0M
55,061
-18%
减持
IUSG
ISHARES S&P
-$991.8K
12,302
-44%
减持
VTV
VANGUARD VALUE
-$933.0K
65,888
-7%
增持
VTI
VANGUARD TOTAL
+$809.3K
82,599
+9%
清仓
STIP
ISHARES 0-5
-$768.0K
0
-100%
增持
SPIP
SPDR TIPS
+$765.3K
88,396
+60%
减持
LRGF
ISHARES U S
-$690.3K
4,804
-76%
减持
SPSM
SPDR PORTFOLIO
-$634.8K
10,084
-61%
增持
MSFT
MICROSOFT CORP
-$621.5K
45,930
+3%
增持
BRK/B
BERKSHIRE HATHAWAY
+$599.8K
29,435
+3%
减持
JNJ
JOHNSON & JOHNSON
-$559.2K
26,330
-6%
增持
ITOT
ISHARES CORE
-$533.1K
220,314
+1%
减持
AMD
ADVANCED MICRO
-$501.9K
41,486
-1%
增持
PLTR
PALANTIR TECHNOLOGIES
+$500.2K
144,208
+22%
减持
DIS
WALT DISNEY
-$499.1K
12,054
-27%
建仓
SHM
SPDR NUVEEN
+$491.6K
10,634
增持
LLY
ELI LILLY
+$485.6K
2,527
+36%
减持
DIA
SPDR DOW
-$480.0K
6,508
-16%
建仓
SPBO
SPDR CORP
+$400.5K
14,521
清仓
GS
GOLDMAN SACHS
-$393.6K
0
-100%
减持
—
EXXON MOBIL
+$380.5K
45,090
-2%
减持
GOOG
ALPHABET INC
+$355.7K
37,020
-1%
增持
GOOGL
ALPHABET INC
+$343.6K
24,911
+2%
减持
MRK
MERCK & COMPANY
-$340.1K
26,783
-0%
减持
IJH
ISHARES CORE
-$335.9K
4,575
-19%
建仓
FIS
FIDELITY NATIONAL
+$322.1K
5,828
清仓
DAL
DELTA AIRLINES
-$296.6K
0
-100%
增持
QQQ
INVESCO QQQ
+$293.2K
13,389
+10%
增持
VUG
VANGUARD GROWTH
+$288.3K
14,746
+12%
增持
NVDA
NVIDIA CORP
+$282.6K
15,113
+2%
增持
CVX
CHEVRON CORP
+$282.1K
11,740
+9%
增持
MCD
MCDONALDS CORP
-$280.7K
8,496
+1%
清仓
LNG
CHENIERE ENERGY
-$277.1K
0
-100%
增持
META
META PLATFORMS
+$270.6K
14,057
+2%
减持
IJR
ISHARES CORE
-$264.9K
24,749
-5%
减持
ABT
ABBOTT LABORATORIES
-$264.7K
18,302
-2%
建仓
WM
WASTE MANAGEMENT
+$264.1K
1,733
建仓
AGG
ISHARES CORE
+$262.9K
2,795
清仓
SPTS
SPDR PORTFOLIO
-$260.9K
0
-100%
增持
BA
BOEING COMPANY
-$260.7K
14,020
+0%
建仓
VXUS
VANGUARD TOTAL
+$256.7K
4,797
增持
PEP
PEPSICO INC
-$248.9K
16,746
+0%
建仓
SPTM
SPDR PORTFOLIO
+$246.2K
4,691
减持
VSDA
VICTORYSHARES DIVIDEND
-$240.4K
29,240
-10%
清仓
ILMN
ILLUMINA INC
-$233.6K
0
-100%
建仓
OLLI
OLLIES BARGAIN
+$231.1K
2,994
清仓
WMS
ADVANCED DRAIN
-$227.8K
0
-100%
清仓
SJM
SMUCKER JM
-$226.1K
0
-100%
建仓
EMR
EMERSON ELECTRIC
+$222.6K
2,305
减持
XLE
SECTOR ENERGY
+$221.3K
30,386
-2%
建仓
CAT
CATERPILLAR INC
+$220.6K
808
清仓
PDN
INVESCO EXCHANGE
-$218.5K
0
-100%
建仓
BST
BLACKROCK SCIENCE
+$217.0K
6,909
减持
IXN
ISHARES GLOBAL
-$214.0K
29,688
-4%
清仓
C
CITIGROUP INC
-$213.8K
0
-100%
清仓
BMY
BRISTOL MYERS
-$210.4K
0
-100%
清仓
FLTR
VANECK IG
-$208.7K
0
-100%
建仓
KVUE
KENVUE INC
+$208.0K
10,357
清仓
IVOV
VANGUARD S&P
-$205.1K
0
-100%
建仓
HUM
HUMANA INC
+$204.3K
420
清仓
—
DISCOVER FINANCIAL
-$204.3K
0
-100%
清仓
XLRE
SELECT SECTOR
-$203.2K
0
-100%
建仓
SHEL
SHELL PLC
+$202.4K
3,144
减持
TOTL
SPDR DOUBLELINE
-$199.4K
75,328
-2%
清仓
SOFI
SOFI TECHNOLOGIES
-$192.8K
0
-100%
增持
VFMV
VANGUARD US
+$191.5K
6,453
+50%
减持
VTIP
VANGUARD SHORT
-$190.6K
6,866
-37%
清仓
PBR
PETROLEO BRASILEIRO
-$186.2K
0
-100%
减持
EFAV
ISHARES MSCI
-$182.0K
8,551
-22%
减持
MTUM
ISHARES MSCI
-$180.4K
7,491
-12%
减持
ORCL
ORACLE CORP
-$177.8K
5,636
-13%
增持
UPS
UNITED PARCEL
-$171.9K
7,631
+0%
增持
DGRO
ISHARES CORE
+$170.1K
56,824
+11%
增持
CMG
CHIPOTLE MEXICAN
-$169.9K
560
+0%
减持
ABBV
ABBVIE INC
+$164.5K
15,218
-3%
增持
VOO
VANGUARD S&P
-$162.2K
26,155
+2%
减持
IP
INTL PAPER
+$161.6K
45,458
-0%
增持
PG
PROCTER & GAMBLE
-$150.1K
35,965
+1%
增持
BND
VANGUARD TOTAL
+$148.4K
40,426
+10%
减持
AIRG
AIRGAIN INC
-$140.7K
71,494
-4%
增持
NKE
NIKE INC
-$137.8K
10,216
+1%
增持
JPM
JPMORGAN CHASE
+$134.1K
18,551
+6%
减持
BSV
VANGUARD SHORT
-$129.6K
6,008
-22%
减持
ARWR
ARROWHEAD PHARMACEUTICAL
-$123.8K
8,000
-16%
增持
AMZN
AMAZON COM
-$121.9K
55,954
+1%
增持
NFLX
NETFLIX INC
-$117.6K
2,269
+3%
减持
LMBS
FIRST TRUST
-$116.8K
118,319
-1%
减持
TEVA
TEVA PHARMACEUTICAL
+$116.4K
47,254
-3%
增持
DNP
DNP SELECT
+$116.1K
71,408
+33%
减持
IVOO
VANGUARD S&P
-$115.0K
28,469
-0%
减持
XLP
SECTOR CONSUMER
-$114.3K
11,538
-6%
减持
LMT
LOCKHEED MARTIN
-$113.8K
1,385
-6%
减持
RH
RH
-$112.8K
1,719
-0%
减持
PFF
ISHARES U S
-$110.7K
125,012
-0%
减持
F
FORD MOTOR
-$109.0K
38,750
-1%
减持
SCHG
SCHWAB US
-$107.4K
21,210
-4%
减持
MPC
MARATHON PETROLEUM
+$104.2K
3,653
-5%
减持
FSK
FS KKR
-$103.4K
37,795
-14%
减持
IUSB
ISHARES CORE
-$103.1K
8,539
-18%
减持
PPL
PPL CORP
-$102.7K
12,012
-18%
增持
SPHD
INVESCO S&P
-$100.2K
173,858
+4%
增持
NSC
NORFOLK SOUTHERN
-$96.6K
5,826
+6%
增持
LOW
LOWES COMPANIES
-$91.0K
5,960
+1%
增持
—
BARRICK GOLD
-$89.2K
50,097
+4%
增持
IVV
ISHARES CORE
-$88.9K
9,101
+1%
减持
QYLD
GLOBAL X
-$88.1K
31,052
-9%
减持
V
VISA INC
-$87.0K
4,363
-5%
减持
PM
PHILIP MORRIS
-$85.8K
16,230
-0%
增持
—
WELLS FARGO
-$85.8K
2,585
+0%
增持
DEO
DIAGEO PLC
-$84.8K
6,131
+6%
增持
VIG
VANGUARD DIVIDEND
-$82.6K
26,902
+3%
增持
AMGN
AMGEN INC
+$79.1K
1,459
+3%
减持
XES
SPDR SERIES
+$76.2K
4,526
-1%
增持
VB
VANGUARD SMALL
-$75.3K
16,800
+3%
建仓
IOVA
IOVANCE BIOTHERAPEUTICS
+$68.3K
15,000
减持
HD
HOME DEPOT
-$68.0K
6,018
-1%
减持
VEA
VANGUARD FTSE
-$67.1K
19,318
-2%
增持
VZ
VERIZON COMMUNICATIONS
-$66.8K
22,807
+5%
增持
ITW
ILLINOIS TOOL
-$66.7K
3,588
+1%
增持
CSCO
CISCO SYSTEMS
+$65.7K
25,331
+1%
增持
ALB
ALBEMARLE CORP
+$65.5K
5,452
+41%
增持
KR
KROGER CO
+$64.4K
8,441
+27%
增持
GSK
GSK PLC
+$64.1K
11,209
+17%
增持
XLU
SELECT UTILITIES
+$63.8K
9,354
+26%
增持
TSLA
TESLA INC
+$62.8K
33,635
+5%
减持
—
VICTORY VICTORYSHARES
-$62.8K
11,525
-13%
增持
T
AT&T INC
-$61.6K
95,058
+2%
增持
VGT
VANGUARD INFORMATION
-$59.0K
2,413
+1%
减持
—
SEAGATE TECHNOLOGY
+$54.9K
13,852
-0%
