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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 8
减持 5
清仓 134
方向
标的
Δ市值
现股数(环比)
清仓
SPY
SPDR S&P
-$72.4M
0
-100%
清仓
SPYM
SPDR PORTFOLIO
-$37.4M
0
-100%
清仓
VTI
VANGUARD TOTAL
-$26.2M
0
-100%
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。
清仓
SPYG
SPDR PORTFOLIO
-$24.6M
0
-100%
清仓
SPYV
SPDR PORTFOLIO
-$18.5M
0
-100%
清仓
VOO
VANGUARD S&P
-$17.3M
0
-100%
清仓
JQUA
JPMORGAN US
-$13.0M
0
-100%
清仓
VTV
VANGUARD VALUE
-$10.4M
0
-100%
清仓
DYNF
BLACKROCK U S
-$10.4M
0
-100%
增持
AAPL
APPLE INC
+$8.3M
204,007
+1%
清仓
CFO
VICTORYSHARES US
-$7.2M
0
-100%
清仓
QQQ
INVESCO QQQ
-$7.1M
0
-100%
清仓
IVV
ISHARES CORE
-$6.2M
0
-100%
增持
NVDA
NVIDIA CORP
+$6.2M
160,086
+963%
清仓
BND
VANGUARD TOTAL
-$5.8M
0
-100%
清仓
XLE
SECTOR ENERGY
-$5.4M
0
-100%
清仓
VUG
VANGUARD GROWTH
-$5.3M
0
-100%
清仓
VIG
VANGUARD DIVIDEND
-$5.2M
0
-100%
清仓
ITOT
ISHARES CORE
-$4.3M
0
-100%
清仓
VOOG
VANGUARD S&P
-$4.1M
0
-100%
清仓
VB
VANGUARD SMALL
-$4.0M
0
-100%
清仓
VO
VANGUARD MID
-$4.0M
0
-100%
清仓
TCAF
T ROWE
-$3.7M
0
-100%
清仓
RSP
INVESCO S&P
-$3.7M
0
-100%
清仓
SPTL
SPDR PORTFOLIO
-$3.5M
0
-100%
清仓
VOOV
VANGUARD S&P
-$3.5M
0
-100%
清仓
USMV
ISHARES MSCI
-$3.3M
0
-100%
清仓
MDY
SPDR S&P
-$3.3M
0
-100%
清仓
DGRO
ISHARES CORE
-$3.1M
0
-100%
清仓
BINC
BLACKROCK FLEXIBLE
-$3.1M
0
-100%
清仓
IVOO
VANGUARD S&P
-$3.0M
0
-100%
清仓
DIA
SPDR DOW
-$3.0M
0
-100%
清仓
IJR
ISHARES CORE
-$2.8M
0
-100%
清仓
HEFA
ISHARES CURRENCY
-$2.8M
0
-100%
清仓
CDC
VICTORYSHARES U S
-$2.7M
0
-100%
清仓
VIOO
VANGUARD S&P
-$2.6M
0
-100%
清仓
SPMB
SPDR MORTGAGE
-$2.6M
0
-100%
清仓
SPIP
SPDR TIPS
-$2.4M
0
-100%
清仓
GRID
FIRST TRUST
-$2.4M
0
-100%
清仓
XLF
SECTOR FINANCIAL
-$2.3M
0
-100%
清仓
CFA
VICTORYSHARES US
-$2.2M
0
-100%
清仓
RDVY
FIRST TRUST
-$2.2M
0
-100%
清仓
QUAL
ISHARES MSCI
-$2.1M
0
-100%
清仓
VYM
VANGUARD HIGH
-$2.1M
0
-100%
清仓
IXN
ISHARES GLOBAL
-$1.9M
0
-100%
清仓
IEFA
ISHARES CORE
-$1.9M
0
-100%
清仓
SCHG
SCHWAB US
-$1.8M
0
-100%
清仓
FV
FIRST TRUST
-$1.7M
0
-100%
清仓
FMB
FIRST TRUST
-$1.6M
0
-100%
清仓
XLK
SECTOR TECHNOLOGY
-$1.5M
0
-100%
清仓
VSDA
VICTORYSHARES DIVIDEND
-$1.4M
0
-100%
清仓
IEMG
ISHARES CORE
-$1.4M
0
-100%
清仓
IJH
ISHARES CORE
-$1.4M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES
+$1.3M
209,203
+21%
清仓
TFLO
ISHARES TREASURY
-$1.3M
0
-100%
清仓
SDVY
FIRST TRUST
-$1.3M
0
-100%
清仓
IQLT
ISHARES MSCI
-$1.3M
0
-100%
清仓
IUSG
ISHARES S&P
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.2M
47,216
-0%
增持
LLY
ELI LILLY
+$1.1M
4,286
+22%
清仓
VGT
VANGUARD INFORMATION
-$1.1M
0
-100%
清仓
FTCS
FIRST TRUST
-$1.1M
0
-100%
清仓
SOXX
ISHARES SEMICONDUCTOR
-$1.1M
0
-100%
减持
GOOG
ALPHABET INC
+$1.1M
35,590
-1%
清仓
XLV
SECTOR HEALTHCARE
-$1.0M
0
-100%
清仓
MTUM
ISHARES MSCI
-$1.0M
0
-100%
清仓
VONE
VANGUARD RUSSELL
-$984.7K
0
-100%
清仓
VFVA
VANGUARD US
-$977.2K
0
-100%
清仓
XNIEX
VIRTUS EQUITY
-$949.7K
0
-100%
清仓
VEA
VANGUARD FTSE
-$925.8K
0
-100%
清仓
SPLV
INVESCO EXCHANGE
-$925.0K
0
-100%
增持
AMZN
AMAZON COM
+$925.0K
52,376
+3%
清仓
XLU
SELECT UTILITIES
-$914.2K
0
-100%
清仓
VEU
VANGUARD FTSE
-$885.2K
0
-100%
增持
TSLA
TESLA INC
+$883.0K
27,700
+6%
清仓
XLG
INVESCO S&P
-$880.6K
0
-100%
清仓
BUFR
FIRST TRUST
-$863.8K
0
-100%
清仓
MGK
VANGUARD MEGA
-$862.1K
0
-100%
清仓
SPDW
SPDR PORTFOLIO
-$854.9K
0
-100%
清仓
VFMV
VANGUARD US
-$850.2K
0
-100%
清仓
FVD
FIRST TRUST
-$842.0K
0
-100%
清仓
SLYV
SPDR SERIES
-$817.3K
0
-100%
减持
GOOGL
ALPHABET INC
+$806.3K
27,006
-1%
清仓
BILS
SPDR BLOOMBERG
-$793.0K
0
-100%
减持
AMD
ADVANCED MICRO
-$759.8K
38,899
-1%
清仓
MDYV
SPDR SERIES
-$757.9K
0
-100%
清仓
XLP
SECTOR CONSUMER
-$754.1K
0
-100%
增持
META
META PLATFORMS
+$745.0K
14,393
+7%
清仓
TOTL
SPDR DOUBLELINE
-$739.5K
0
-100%
清仓
GOVT
ISHARES U S
-$710.6K
0
-100%
清仓
EPD
ENTERPRISE PRODUCTS
-$679.6K
0
-100%
建仓
—
ALBEMARLE CORP
+$653.2K
14,000
清仓
DNP
DNP SELECT
-$626.2K
0
-100%
清仓
VTHR
VANGUARD RUSSELL
-$609.2K
0
-100%
清仓
MINT
PIMCO EHNANCED
-$596.1K
0
-100%
清仓
SIZE
ISHARES MSCI
-$593.5K
0
-100%
清仓
FDL
FIRST TRUST
-$592.4K
0
-100%
清仓
QYLD
GLOBAL X
-$584.0K
0
-100%
清仓
VONG
VANGUARD RUSSELL
-$579.6K
0
-100%
清仓
MGV
VANGUARD MEGA
-$567.6K
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE
-$565.9K
0
-100%
清仓
CDL
VICTORYSHARES US
-$558.2K
0
-100%
清仓
VWO
VANGUARD FSTE
-$557.8K
0
-100%
清仓
EMLP
FIRST TRUST
-$557.5K
0
-100%
清仓
PULS
PGIM ULTRA
-$527.7K
0
-100%
清仓
ET
ENERGY TRANSFER
-$518.0K
0
-100%
清仓
XSOE
WISDOMTREE EMERGING
-$515.5K
0
-100%
清仓
IVW
ISHARES S&P
-$508.2K
0
-100%
清仓
SPGP
INVESCO S&P
-$508.2K
0
-100%
清仓
EMXC
ISHARES MSCI
-$499.5K
0
-100%
清仓
MOAT
VANECK MORNINGSTAR
-$498.0K
0
-100%
清仓
RLY
SPDR SSGA
-$486.7K
0
-100%
清仓
QEFA
SPDR INDEX
-$481.8K
0
-100%
清仓
FVC
FIRST TRUST
-$474.7K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE
-$474.4K
0
-100%
清仓
SPSM
SPDR PORTFOLIO
-$473.8K
0
-100%
清仓
SPBO
SPDR CORP
-$469.8K
0
-100%
清仓
FIXD
FIRST TRUST
-$467.6K
0
-100%
清仓
VBR
VANGUARD SMALL
-$467.3K
0
-100%
清仓
VV
VANGUARD LARGE
-$457.5K
0
-100%
清仓
BOTZ
GLOBAL X
-$445.0K
0
-100%
清仓
VXUS
VANGUARD TOTAL
-$433.0K
0
-100%
清仓
EFAV
ISHARES MSCI
-$423.9K
0
-100%
清仓
TMFC
RBB FD
-$423.7K
0
-100%
清仓
XES
SPDR SERIES
-$407.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$400.0K
8,757
-6%
清仓
FYX
FIRST TRUST
-$394.6K
0
-100%
清仓
SPTM
SPDR PORTFOLIO
-$389.6K
0
-100%
清仓
AMLP
ALPS ALERIAN
-$378.5K
0
-100%
清仓
—
VICTORYSHARES US
-$375.6K
0
-100%
清仓
ACWV
ISHARES MSCI
-$371.5K
0
-100%
清仓
IUSB
ISHARES CORE
-$369.2K
0
-100%
清仓
XNTK
SPDR SERIES
-$367.5K
0
-100%
清仓
VTEB
VANGUARD MUNICIPAL
-$362.4K
0
-100%
清仓
SHM
SPDR NUVEEN
-$356.6K
0
-100%
清仓
NOBL
PROSHARES TRUST
-$355.7K
0
-100%
清仓
SDOG
ALPS SECTOR
-$353.3K
0
-100%
清仓
FDN
FIRST TRUST
-$345.4K
0
-100%
清仓
ICSH
BLACKROCK ULTRA
-$344.4K
0
-100%
清仓
IFN
INDIA FUND
-$341.7K
0
-100%
清仓
—
INVESCO BULLETSHARES
-$335.9K
0
-100%
清仓
USFR
WISDOMTREE FLOATING
-$332.2K
0
-100%
清仓
VXF
VANGUARD EXTENDED
-$330.2K
0
-100%
清仓
MLN
VANECK LONG
-$329.0K
0
-100%
清仓
TIP
ISHARES TIPS
-$328.2K
0
-100%
建仓
LNC
LINCOLN NATL CORP IN
+$325.4K
10,464
建仓
—
KELLANOVA
+$322.5K
5,591
清仓
EFG
ISHARES MSCI
-$321.6K
0
-100%
增持
T
AT&T INC
+$319.6K
73,252
+19%
清仓
PDP
INVESCO DORSEY
-$318.1K
0
-100%
