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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 43
减持 70
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES CORE
-$16.8M
37,170
-83%
减持
FTCS
FIRST TRUST
-$16.4M
11,948
-95%
减持
USFR
WISDOMTREE FLOATING
-$14.7M
66,817
-81%
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
SPYM
SPDR PORTFOLIO
+$10.4M
799,446
+17%
清仓
SPHD
INVESCO S&P
-$6.8M
0
-100%
增持
VTI
VANGUARD TOTAL
+$5.8M
98,295
+19%
清仓
LMBS
FIRST TRUST
-$5.6M
0
-100%
减持
CFO
VICTORYSHARES US
-$5.5M
107,941
-47%
减持
SPY
SPDR S&P
+$5.4M
133,661
-2%
建仓
XLG
INVESCO S&P
+$4.6M
122,153
减持
CDC
VICTORYSHARES U S
-$3.8M
50,433
-58%
减持
PFF
ISHARES U S
-$3.5M
7,946
-94%
减持
AAPL
APPLE INC
+$3.5M
193,120
-2%
增持
BND
VANGUARD TOTAL
+$2.9M
77,881
+93%
建仓
TCAF
T ROWE
+$2.5M
89,346
增持
SPYG
SPDR PORTFOLIO
+$2.3M
226,983
+8%
增持
JQUA
JPMORGAN US
+$2.2M
234,327
+13%
减持
TSLA
TESLA INC
-$2.2M
24,847
-26%
增持
SPYV
SPDR PORTFOLIO
+$2.1M
258,918
+7%
减持
TOTL
SPDR DOUBLELINE
-$2.1M
20,859
-72%
清仓
SPMD
SPDR PORTFOLIO
-$2.1M
0
-100%
增持
XLE
SECTOR ENERGY
+$2.0M
56,898
+87%
减持
MSFT
MICROSOFT CORP
+$1.9M
43,656
-5%
减持
AMD
ADVANCED MICRO
+$1.5M
39,449
-5%
减持
USMV
ISHARES MSCI
-$1.2M
35,577
-35%
清仓
HYMB
SPDR NUVEEN
-$1.1M
0
-100%
减持
VOO
VANGUARD S&P
+$1.0M
25,917
-1%
清仓
XMPT
VANECK CEF
-$959.4K
0
-100%
减持
NVDA
NVIDIA CORP
+$887.6K
15,067
-0%
减持
BA
BOEING COMPANY
+$853.7K
13,585
-3%
减持
MLN
VANECK LONG
-$805.5K
19,169
-72%
减持
—
EXXON MOBIL
-$793.9K
45,087
-0%
减持
AMZN
AMAZON COM
+$752.0K
51,763
-7%
减持
VTV
VANGUARD VALUE
+$720.4K
65,607
-0%
减持
BRK/B
BERKSHIRE HATHAWAY
-$688.4K
26,980
-8%
增持
VUG
VANGUARD GROWTH
+$628.7K
14,939
+1%
增持
RSP
INVESCO S&P
+$530.7K
22,933
+5%
减持
META
META PLATFORMS
+$518.8K
13,388
-5%
增持
VIG
VANGUARD DIVIDEND
+$511.5K
27,533
+2%
增持
JPM
JPMORGAN CHASE
+$510.0K
18,814
+1%
减持
TIP
ISHARES TIPS
-$508.2K
3,304
-60%
增持
SPTL
SPDR PORTFOLIO
+$493.6K
113,825
+6%
增持
VO
VANGUARD MID
+$492.4K
15,256
+4%
减持
QQQ
INVESCO QQQ
+$479.3K
12,883
-4%
增持
VB
VANGUARD SMALL
+$462.6K
17,058
+2%
清仓
TSCO
TRACTOR SUPPLY
-$455.1K
0
-100%
增持
VOOG
VANGUARD S&P
+$430.7K
12,843
+4%
增持
MCD
MCDONALDS CORP
+$428.9K
8,995
+6%
增持
VOOV
VANGUARD S&P
+$425.5K
18,501
+3%
减持
COIN
COINBASE GLOBAL
+$389.1K
4,253
-9%
减持
XLV
SECTOR HEALTHCARE
-$376.5K
6,613
-33%
减持
IVV
ISHARES CORE
+$367.5K
8,952
-2%
减持
JNJ
JOHNSON & JOHNSON
-$361.8K
23,855
-9%
增持
QCOM
QUALCOMM INC
+$358.9K
6,465
+25%
增持
PLTR
PALANTIR TECHNOLOGIES
+$345.2K
154,488
+7%
清仓
HNDL
STRATEGY NASDAQ
-$320.8K
0
-100%
清仓
LNC
LINCOLN NATL CORP IN
-$314.7K
0
-100%
增持
FMB
FIRST TRUST
+$310.2K
31,097
+17%
增持
VIOO
VANGUARD S&P
+$307.1K
25,307
+0%
减持
CVX
CHEVRON CORP
-$306.5K
11,217
-4%
减持
T
AT&T INC
-$300.7K
67,166
-29%
建仓
—
INVESCO BULLETSHARES
+$299.1K
14,320
建仓
COST
COSTCO WHOLESALE
+$281.8K
427
增持
IVOO
VANGUARD S&P
+$272.9K
28,513
+0%
建仓
TPB
TURNING POINT
+$264.6K
10,055
增持
PG
PROCTER & GAMBLE
+$246.6K
37,481
+4%
增持
GRID
FIRST TRUST
+$245.5K
20,709
+1%
增持
XLU
SELECT UTILITIES
+$241.2K
12,512
+34%
减持
ALL
ALLSTATE CORP
-$240.9K
1,626
-61%
建仓
ILMN
ILLUMINA INC
+$239.4K
1,719
建仓
KNG
FIRST TRUST
+$237.7K
4,600
建仓
C
CITIGROUP INC
+$237.3K
4,612
减持
KRE
SPDR S&P
-$236.4K
5,716
-55%
清仓
MS
MORGAN STANLEY
-$235.7K
0
-100%
建仓
AVUV
AVANTIS U S
+$235.4K
2,621
减持
IEMG
ISHARES CORE
-$230.7K
19,041
-24%
减持
NSC
NORFOLK SOUTHERN
+$227.8K
5,818
-0%
减持
NFLX
NETFLIX INC
+$221.7K
2,215
-2%
清仓
CAT
CATERPILLAR INC
-$220.6K
0
-100%
增持
—
WELLS FARGO
+$218.5K
2,593
+0%
清仓
MBB
ISHARES MBS
-$218.3K
0
-100%
建仓
SCCO
SOUTHERN COPPER
+$217.9K
2,532
建仓
IVOV
VANGUARD S&P
+$217.9K
2,499
增持
SPMB
SPDR MORTGAGE
+$216.1K
100,755
+4%
清仓
FIXD
FIRST TRUST
-$215.5K
0
-100%
增持
—
BARRICK GOLD
+$214.9K
52,173
+4%
建仓
PDN
INVESCO EXCHANGE
+$211.7K
6,519
清仓
CVS
CVS HEALTH
-$210.5K
0
-100%
清仓
RODM
LATTICE HARTFORD
-$210.4K
0
-100%
减持
ABNB
AIRBNB INC
-$210.2K
3,945
-28%
建仓
—
ROYAL CARIBBEAN
+$209.1K
1,615
建仓
OKE
ONEOK INC
+$208.4K
2,968
减持
DIS
WALT DISNEY
-$208.3K
8,514
-29%
建仓
ADBE
ADOBE INC
+$207.6K
348
建仓
KKR
KKR & CO
+$207.6K
2,505
清仓
GNR
SPDR S&P
-$207.0K
0
-100%
减持
INTC
INTEL CORP
+$205.1K
16,006
-5%
减持
SPLV
INVESCO EXCHANGE
-$204.8K
48,892
-12%
清仓
HUM
HUMANA INC
-$204.3K
0
-100%
清仓
SHEL
SHELL PLC
-$202.4K
0
-100%
减持
DIA
SPDR DOW
+$199.9K
6,314
-3%
减持
CMG
CHIPOTLE MEXICAN
+$188.6K
531
-5%
清仓
HPI
JOHN HANCOCK
-$187.8K
0
-100%
增持
SOXX
ISHARES SEMICONDUCTOR
+$181.5K
1,580
+3%
减持
MTUM
ISHARES MSCI
-$180.7K
5,519
-26%
减持
ALB
ALBEMARLE CORP
-$176.1K
5,198
-5%
减持
RDVY
FIRST TRUST
+$168.5K
35,901
-2%
减持
HD
HOME DEPOT
+$166.7K
5,728
-5%
减持
DGRO
ISHARES CORE
+$165.4K
55,368
-3%
增持
VFVA
VANGUARD US
+$162.7K
7,358
+11%
减持
BAC
BANK AMERICA
+$155.7K
27,667
-2%
减持
CSCO
CISCO SYSTEMS
-$154.9K
23,889
-6%
减持
CFA
VICTORYSHARES US
-$148.6K
14,413
-20%
减持
SCHG
SCHWAB US
+$143.9K
20,327
-4%
减持
RH
RH
-$143.1K
1,068
-38%
减持
VZ
VERIZON COMMUNICATIONS
-$140.0K
15,894
-30%
增持
VFMV
VANGUARD US
+$138.4K
7,253
+12%
建仓
IONQ
IONQ INC
+$136.3K
11,000
减持
NKE
NIKE INC
-$135.7K
7,747
-24%
减持
IEFA
ISHARES CORE
+$133.8K
25,909
-1%
减持
FV
FIRST TRUST
+$133.1K
24,260
-4%
清仓
WBD
WARNER BROS
-$131.9K
0
-100%
减持
SHM
SPDR NUVEEN
-$129.0K
7,588
-29%
增持
XLK
SECTOR TECHNOLOGY
+$125.9K
4,352
+0%
减持
QUAL
ISHARES MSCI
+$125.9K
12,244
-4%
增持
MPC
MARATHON PETROLEUM
+$125.6K
4,573
+25%
清仓
JGH
NUVEEN GLOBAL
-$125.5K
0
-100%
增持
MMM
3M COMPANY
+$122.0K
7,582
+0%
减持
FSK
FS KKR
-$117.1K
31,402
-17%
增持
ITW
ILLINOIS TOOL
+$116.6K
3,600
+0%
减持
V
VISA INC
+$113.4K
4,290
-2%
增持
KO
COCA COLA COMPANY
+$112.0K
25,480
+3%
减持
IXN
ISHARES GLOBAL
+$109.9K
26,797
-10%
减持
GOOGL
ALPHABET INC
+$109.8K
24,122
-3%
增持
—
LAM RESEARCH CORPORATION
+$108.6K
508
+10%
增持
SPTM
SPDR PORTFOLIO
+$108.5K
6,069
+29%
增持
MGK
VANGUARD MEGA
+$108.3K
2,939
+2%
减持
BSV
VANGUARD SHORT
-$108.2K
4,458
-26%
减持
XLF
SECTOR FINANCIAL
+$108.1K
52,585
-7%
减持
EFAV
ISHARES MSCI
-$108.1K
6,484
-24%
减持
IJR
ISHARES CORE
+$104.5K
22,532
-9%
减持
IBCP
INDEPENDENT BANK
+$99.6K
13,055
-0%
增持
SPDW
SPDR PORTFOLIO
+$98.7K
21,435
+5%
减持
WMT
WALMART INC
-$98.0K
7,277
-7%
增持
MDYV
SPDR SERIES
+$97.4K
10,054
+2%
增持
FYX
FIRST TRUST
+$96.3K
3,325
+29%
减持
SLYV
SPDR SERIES
+$95.7K
10,026
-2%
增持
FIS
FIDELITY NATIONAL
+$92.7K
6,906
+18%
减持
IUSG
ISHARES S&P
-$91.6K
10,327
-16%
减持
VSDA
VICTORYSHARES DIVIDEND
+$91.6K
28,602
-2%
