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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 56
增持 74
减持 13
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK U S
+$10.4M
233,294
增持
SPYG
SPDR PORTFOLIO
+$9.8M
335,790
+48%
增持
SPY
SPDR S&P
+$8.9M
138,467
+4%
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
SPYM
SPDR PORTFOLIO
-$7.3M
607,588
-24%
增持
SPYV
SPDR PORTFOLIO
+$6.4M
368,859
+42%
减持
NVDA
NVIDIA CORP
+$6.1M
15,059
-0%
增持
VOO
VANGUARD S&P
+$6.0M
36,066
+39%
减持
XLG
INVESCO S&P
-$3.7M
20,901
-83%
增持
MSFT
MICROSOFT CORP
+$3.5M
47,391
+9%
建仓
BINC
BLACKROCK FLEXIBLE
+$3.1M
58,278
减持
USFR
WISDOMTREE FLOATING
-$3.0M
6,605
-90%
增持
BRK/B
BERKSHIRE HATHAWAY
+$3.0M
29,938
+11%
增持
VTI
VANGUARD TOTAL
+$2.9M
100,974
+3%
建仓
HEFA
ISHARES CURRENCY
+$2.8M
80,449
增持
AAPL
APPLE INC
-$2.5M
202,102
+5%
增持
LOW
LOWES COMPANIES
+$2.2M
13,425
+146%
减持
SPLV
INVESCO EXCHANGE
-$2.1M
14,044
-71%
增持
IVV
ISHARES CORE
+$1.9M
11,832
+32%
增持
JQUA
JPMORGAN US
+$1.8M
246,564
+5%
增持
QQQ
INVESCO QQQ
+$1.8M
15,977
+24%
增持
META
META PLATFORMS
+$1.8M
13,412
+0%
增持
TSLA
TESLA INC
-$1.6M
26,158
+5%
增持
LLY
ELI LILLY
+$1.3M
3,511
+47%
减持
AMZN
AMAZON COM
+$1.3M
50,985
-2%
建仓
TFLO
ISHARES TREASURY
+$1.3M
26,019
建仓
SDVY
FIRST TRUST
+$1.3M
37,676
增持
PLTR
PALANTIR TECHNOLOGIES
+$1.3M
172,193
+11%
建仓
IQLT
ISHARES MSCI
+$1.3M
32,404
增持
TCAF
T ROWE
+$1.3M
123,606
+38%
减持
AMD
ADVANCED MICRO
+$1.3M
39,169
-1%
增持
—
EXXON MOBIL
+$1.2M
49,032
+9%
增持
CFA
VICTORYSHARES US
+$1.1M
27,327
+90%
减持
BA
BOEING COMPANY
-$987.3K
13,232
-3%
增持
JPM
JPMORGAN CHASE
+$980.6K
20,873
+11%
增持
V
VISA INC
+$959.3K
7,440
+73%
增持
MPC
MARATHON PETROLEUM
+$930.8K
7,986
+75%
建仓
BUFR
FIRST TRUST
+$863.8K
30,893
增持
GOOGL
ALPHABET INC
+$743.2K
27,250
+13%
建仓
GOVT
ISHARES U S
+$710.6K
31,209
增持
ABBV
ABBVIE INC
+$703.8K
16,428
+11%
增持
VUG
VANGUARD GROWTH
+$685.0K
15,483
+4%
增持
MRK
MERCK & COMPANY
+$683.4K
26,492
+3%
增持
XLE
SECTOR ENERGY
+$673.1K
57,657
+1%
建仓
CSX
CSX CORP
+$618.6K
16,686
增持
XLK
SECTOR TECHNOLOGY
+$617.6K
6,988
+61%
增持
CFO
VICTORYSHARES US
+$611.6K
108,590
+1%
增持
VOOG
VANGUARD S&P
+$603.4K
13,394
+4%
减持
VTV
VANGUARD VALUE
+$603.1K
63,929
-3%
增持
DIA
SPDR DOW
+$594.7K
7,478
+18%
增持
GOOG
ALPHABET INC
+$578.6K
35,970
+3%
增持
USMV
ISHARES MSCI
+$565.9K
39,986
+12%
增持
VIG
VANGUARD DIVIDEND
+$536.0K
28,627
+4%
建仓
PULS
PGIM ULTRA
+$527.7K
10,617
建仓
GBTC
GRAYSCALE BITCOIN
+$521.3K
8,252
建仓
IVW
ISHARES S&P
+$508.2K
6,019
建仓
SPGP
INVESCO S&P
+$508.2K
4,772
建仓
EMXC
ISHARES MSCI
+$499.5K
8,677
建仓
MOAT
VANECK MORNINGSTAR
+$498.0K
5,540
建仓
FIXD
FIRST TRUST
+$467.6K
10,725
增持
GE
GENERAL ELECTRIC
+$464.5K
7,066
+16%
增持
IEMG
ISHARES CORE
+$438.6K
27,164
+43%
建仓
TMFC
RBB FD
+$423.7K
8,542
增持
VO
VANGUARD MID
+$419.9K
15,885
+4%
增持
ITOT
ISHARES CORE
+$412.8K
37,504
+1%
增持
FV
FIRST TRUST
+$410.5K
29,025
+20%
增持
VOOV
VANGUARD S&P
+$406.9K
19,473
+5%
减持
PG
PROCTER & GAMBLE
+$397.8K
36,304
-3%
增持
IJR
ISHARES CORE
+$397.6K
25,667
+14%
增持
VONE
VANGUARD RUSSELL
+$391.0K
4,132
+51%
增持
VB
VANGUARD SMALL
+$375.6K
17,562
+3%
建仓
—
VICTORYSHARES US
+$375.6K
7,329
增持
MINT
PIMCO EHNANCED
+$372.3K
5,929
+164%
建仓
AXP
AMERICAN EXPRESS
+$372.3K
1,635
增持
CVX
CHEVRON CORP
+$362.7K
12,906
+15%
建仓
PDD
PDD HOLDINGS
+$360.3K
3,099
增持
MDY
SPDR S&P
+$357.8K
5,984
+2%
增持
NFLX
NETFLIX INC
+$356.1K
2,362
+7%
增持
PFE
PFIZER INC
+$355.1K
52,124
+37%
建仓
CAT
CATERPILLAR INC
+$352.3K
961
增持
SPMB
SPDR MORTGAGE
+$342.3K
118,137
+17%
增持
IVOO
VANGUARD S&P
+$338.0K
29,292
+3%
增持
CMG
CHIPOTLE MEXICAN
+$334.9K
533
+0%
建仓
—
COPA HOLDINGS
+$332.9K
3,196
增持
RDVY
FIRST TRUST
+$326.7K
38,841
+8%
增持
EMLP
FIRST TRUST
+$323.3K
18,879
+123%
建仓
XLY
CONSUMER DISCRETIONARY
+$313.6K
1,705
建仓
NVO
NOVO NORDISK
+$307.3K
2,393
增持
IJH
ISHARES CORE
+$306.8K
23,018
+485%
增持
QUAL
ISHARES MSCI
+$300.1K
12,788
+4%
建仓
COP
CONOCOPHILLIPS
+$300.0K
2,357
增持
VZ
VERIZON COMMUNICATIONS
+$298.1K
21,383
+35%
增持
UNH
UNITEDHEALTH GROUP
+$295.7K
2,364
+42%
增持
XLF
SECTOR FINANCIAL
+$288.7K
53,796
+2%
增持
AVGO
BROADCOM INC
+$287.3K
664
+25%
建仓
—
VICTORYSHARES INTL
+$286.5K
6,640
清仓
MU
MICRON TECHNOLOGY INC
-$285.5K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR
+$282.7K
2,078
增持
KO
COCA COLA COMPANY
+$277.5K
29,079
+14%
建仓
KNX
KNIGHT SWIFT
+$275.2K
5,001
增持
XSOE
WISDOMTREE EMERGING
+$274.3K
17,497
+110%
建仓
COWZ
PACER US
+$267.8K
4,608
增持
HD
HOME DEPOT
+$260.8K
5,855
+2%
建仓
MUB
ISHARES NATIONAL
+$260.2K
2,418
清仓
BLV
VANGUARD LONG
-$258.6K
0
-100%
建仓
UITB
VICTORYSHARES CORE
+$253.8K
5,472
增持
ENB
ENBRIDGE INC
+$249.7K
13,933
+97%
建仓
SLVM
SYLVAMO CORP
+$247.1K
4,003
增持
SPTL
SPDR PORTFOLIO
+$246.0K
127,030
+12%
建仓
NOV
NOV INC
+$243.0K
12,446
建仓
FBND
FIDELITY TOTAL
+$242.5K
5,352
建仓
JAAA
JANUS DETROIT
+$240.5K
4,741
建仓
TFC
TRUIST FINANCIAL
+$237.3K
6,088
建仓
IWF
ISHARES RUSSELL
+$237.0K
703
减持
DIS
WALT DISNEY
+$236.2K
8,213
-4%
建仓
MAR
MARRIOTT INTL
+$235.2K
932
建仓
—
LOGITECH INTL
+$232.5K
2,601
清仓
AIRG
AIRGAIN INC
-$232.1K
0
-100%
建仓
MGC
VANGUARD MEGA
+$231.0K
1,236
增持
EPD
ENTERPRISE PRODUCTS
+$229.4K
23,289
+36%
建仓
—
VICTORYSHARES DEVELOPED
+$226.6K
7,213
清仓
OBDC
BLUE OWL
-$224.5K
0
-100%
建仓
GEHC
GE HEALTHCARE
+$223.7K
2,461
建仓
HIG
HARTFORD FINANCIAL
+$223.2K
2,166
增持
BAC
BANK AMERICA
+$223.1K
30,451
+10%
清仓
LRGF
ISHARES U S
-$220.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY
+$219.2K
1,186
清仓
VMBS
VANGUARD MORTGAGE
-$219.1K
0
-100%
建仓
—
MEDTRONIC PLC
+$215.6K
2,474
建仓
SPHY
SPDR HIGH
+$215.2K
9,175
建仓
SBUX
STARBUCKS CORP
+$214.3K
2,345
建仓
XLB
SECTOR MATERIALS
+$213.2K
2,295
增持
ALL
ALLSTATE CORP
+$209.8K
2,528
+55%
建仓
BF/B
BROWN FORMAN CORP CL B
+$208.5K
4,040
建仓
HSY
HERSHEY COMPANY
+$207.7K
1,068
清仓
ADBE
ADOBE INC
-$207.6K
0
-100%
建仓
VLU
SPDR S&P
+$206.6K
1,179
建仓
VBK
VANGUARD SMALL
+$203.1K
779
建仓
RODM
LATTICE HARTFORD
+$202.2K
7,223
建仓
ANGL
VANECK FALLEN
+$201.4K
6,940
减持
GRID
FIRST TRUST
+$200.9K
20,674
-0%
建仓
ORLY
O REILLY AUTOMOTIVE
+$199.8K
177
增持
IBM
INTL BUSINESS
+$199.7K
3,130
+29%
建仓
FSIG
FIRST TRUST
+$199.4K
10,625
增持
BILS
SPDR BLOOMBERG
+$195.7K
7,976
+32%
增持
PEP
PEPSICO INC
+$194.0K
17,057
+4%
增持
VYM
VANGUARD HIGH
+$189.8K
17,053
+2%
增持
QCOM
QUALCOMM INC
+$185.5K
6,619
+2%
增持
NEE
NEXTERA ENERGY
+$163.9K
11,115
+24%
增持
AEP
AMERICAN ELECTRIC
+$157.2K
8,320
+21%
减持
TEVA
TEVA PHARMACEUTICAL
+$156.7K
45,404
-2%
