小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 81
增持 69
方向
标的
Δ市值
现股数(环比)
建仓
SPY
SPDR S&P
+$73.4M
127,847
增持
AAPL
APPLE INC
+$50.7M
401,798
+97%
建仓
SPYM
SPDR PORTFOLIO
+$41.3M
612,367
建仓
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。
SPYG
SPDR PORTFOLIO
+$31.0M
373,314
建仓
VTI
VANGUARD TOTAL
+$29.1M
102,628
建仓
VOO
VANGUARD S&P
+$20.1M
38,184
增持
MSFT
MICROSOFT CORP
+$19.5M
94,420
+100%
建仓
SPYV
SPDR PORTFOLIO
+$18.5M
350,678
增持
NVDA
NVIDIA CORP
+$17.8M
309,810
+94%
增持
BRK/B
BERKSHIRE HATHAWAY
+$16.0M
61,544
+104%
建仓
JQUA
JPMORGAN US
+$15.8M
278,428
建仓
DYNF
BLACKROCK U S
+$13.3M
269,752
增持
BRK/A
BERKSHIRE HATHAWAY
+$13.1M
34
+100%
增持
PLTR
PALANTIR TECHNOLOGIES
+$11.6M
454,308
+117%
建仓
VTV
VANGUARD VALUE
+$11.2M
63,946
增持
TSLA
TESLA INC
+$9.4M
56,874
+105%
增持
AMZN
AMAZON COM
+$8.7M
101,012
+93%
建仓
QQQ
INVESCO QQQ
+$8.6M
17,672
增持
META
META PLATFORMS
+$8.4M
27,332
+90%
建仓
CFO
VICTORYSHARES US
+$6.8M
97,246
建仓
IVV
ISHARES CORE
+$6.7M
11,621
增持
PG
PROCTER & GAMBLE
+$6.6M
72,424
+101%
建仓
VUG
VANGUARD GROWTH
+$6.5M
16,979
增持
AMD
ADVANCED MICRO
+$6.5M
77,894
+100%
建仓
BND
VANGUARD TOTAL
+$6.2M
83,177
增持
—
EXXON MOBIL
+$6.2M
101,912
+105%
建仓
VIG
VANGUARD DIVIDEND
+$6.1M
31,020
建仓
TCAF
T ROWE
+$6.1M
182,067
建仓
HEFA
ISHARES CURRENCY
+$5.8M
163,398
增持
GOOG
ALPHABET INC
+$5.4M
71,370
+101%
建仓
VOOG
VANGUARD S&P
+$5.0M
14,406
增持
JPM
JPMORGAN CHASE
+$4.8M
44,146
+99%
增持
JNJ
JOHNSON & JOHNSON
+$4.7M
51,496
+108%
建仓
VB
VANGUARD SMALL
+$4.7M
19,686
建仓
VO
VANGUARD MID
+$4.6M
17,614
建仓
ITOT
ISHARES CORE
+$4.6M
36,943
增持
LLY
ELI LILLY
+$4.6M
9,598
+124%
增持
LOW
LOWES COMPANIES
+$4.6M
28,326
+101%
增持
GOOGL
ALPHABET INC
+$4.1M
54,248
+101%
建仓
VOOV
VANGUARD S&P
+$4.1M
21,323
增持
ABBV
ABBVIE INC
+$4.0M
35,582
+99%
建仓
SPTL
SPDR PORTFOLIO
+$3.8M
130,195
建仓
USMV
ISHARES MSCI
+$3.6M
39,832
增持
—
WELLS FARGO
+$3.6M
5,238
+101%
建仓
EMXC
ISHARES MSCI
+$3.4M
56,114
建仓
DGRO
ISHARES CORE
+$3.4M
54,584
建仓
MDY
SPDR S&P
+$3.4M
5,984
建仓
BINC
BLACKROCK FLEXIBLE
+$3.4M
63,143
建仓
RSP
INVESCO S&P
+$3.3M
18,309
建仓
IVOO
VANGUARD S&P
+$3.1M
29,400
增持
PEP
PEPSICO INC
+$3.1M
34,478
+104%
建仓
IJR
ISHARES CORE
+$3.0M
25,407
建仓
DIA
SPDR DOW
+$2.9M
6,958
建仓
VIOO
VANGUARD S&P
+$2.9M
26,841
增持
MCD
MCDONALDS CORP
+$2.9M
16,766
+91%
增持
MRK
MERCK & COMPANY
+$2.9M
54,016
+104%
增持
HD
HOME DEPOT
+$2.8M
12,168
+99%
建仓
XLE
SECTOR ENERGY
+$2.8M
31,373
建仓
GRID
FIRST TRUST
+$2.7M
21,588
建仓
SPMB
SPDR MORTGAGE
+$2.6M
117,371
建仓
CDC
VICTORYSHARES U S
+$2.5M
38,758
增持
KO
COCA COLA COMPANY
+$2.5M
60,320
+108%
建仓
XLF
SECTOR FINANCIAL
+$2.4M
53,972
增持
IP
INTL PAPER
+$2.4M
89,696
+99%
增持
CVX
CHEVRON CORP
+$2.4M
31,544
+123%
建仓
CFA
VICTORYSHARES US
+$2.4M
27,754
增持
PM
PHILIP MORRIS
+$2.4M
33,378
+102%
增持
PFE
PFIZER INC
+$2.4M
140,288
+132%
建仓
QUAL
ISHARES MSCI
+$2.4M
13,112
建仓
RDVY
FIRST TRUST
+$2.3M
38,862
建仓
IXN
ISHARES GLOBAL
+$2.2M
26,218
建仓
VYM
VANGUARD HIGH
+$2.1M
16,666
增持
V
VISA INC
+$2.1M
14,450
+101%
增持
ABT
ABBOTT LABORATORIES
+$2.1M
33,592
+97%
建仓
SDVY
FIRST TRUST
+$2.0M
55,258
增持
WMT
WALMART INC
+$1.9M
40,676
+105%
建仓
IEFA
ISHARES CORE
+$1.9M
24,392
建仓
SCHG
SCHWAB US
+$1.9M
18,071
建仓
VONE
VANGUARD RUSSELL
+$1.9M
7,142
建仓
FMB
FIRST TRUST
+$1.8M
35,525
增持
T
AT&T INC
+$1.8M
146,472
+100%
增持
NFLX
NETFLIX INC
+$1.7M
4,634
+99%
增持
—
UNILEVER PLC
+$1.6M
43,990
+100%
增持
NSC
NORFOLK SOUTHERN
+$1.6M
11,652
+100%
增持
CMG
CHIPOTLE MEXICAN
+$1.6M
58,890
+102%
增持
NEE
NEXTERA ENERGY
+$1.6M
27,530
+152%
建仓
XLK
SECTOR TECHNOLOGY
+$1.5M
6,743
增持
CSCO
CISCO SYSTEMS
+$1.5M
50,576
+103%
增持
UNH
UNITEDHEALTH GROUP
+$1.5M
4,524
+101%
增持
SO
SOUTHERN COMPANY
+$1.4M
22,006
+213%
建仓
IEMG
ISHARES CORE
+$1.4M
24,969
增持
GE
GE AEROSPACE
+$1.4M
13,416
+93%
增持
DUK
DUKE ENERGY
+$1.4M
20,664
+114%
增持
MMM
3M COMPANY
+$1.4M
16,480
+99%
增持
—
SEAGATE TECHNOLOGY
+$1.4M
24,798
+95%
建仓
IJH
ISHARES CORE
+$1.4M
21,924
建仓
IUSG
ISHARES S&P
+$1.3M
10,171
增持
MPC
MARATHON PETROLEUM
+$1.3M
16,584
+110%
建仓
FYX
FIRST TRUST
+$1.3M
13,334
建仓
IQLT
ISHARES MSCI
+$1.3M
31,452
增持
AVGO
BROADCOM INC
+$1.3M
13,552
+2004%
增持
—
BARRICK GOLD
+$1.3M
111,282
+103%
增持
ORCL
ORACLE CORP
+$1.3M
12,682
+106%
增持
BAC
BANK AMERICA
+$1.2M
60,554
+108%
建仓
VGT
VANGUARD INFORMATION
+$1.2M
2,113
建仓
XLU
SELECT UTILITIES
+$1.2M
15,238
建仓
VFLO
VICTORY VICTORYSHARES
+$1.2M
36,130
增持
VZ
VERIZON COMMUNICATIONS
+$1.2M
47,406
+111%
增持
UPS
UNITED PARCEL
+$1.2M
16,846
+109%
建仓
SOXX
ISHARES SEMICONDUCTOR
+$1.2M
5,096
建仓
MGK
VANGUARD MEGA
+$1.2M
3,620
建仓
XLG
INVESCO S&P
+$1.1M
23,995
增持
DEO
DIAGEO PLC
+$1.1M
14,228
+108%
增持
BA
BOEING COMPANY
+$1.1M
22,484
+79%
建仓
FTCS
FIRST TRUST
+$1.1M
12,363
增持
—
ALBEMARLE CORP
+$1.1M
39,180
+180%
增持
DE
DEERE & CO
+$1.1M
3,588
+241%
建仓
XLV
SECTOR HEALTHCARE
+$1.1M
7,118
建仓
VFMV
VANGUARD US
+$1.1M
8,989
建仓
BUFR
FIRST TRUST
+$1.1M
36,540
建仓
MTUM
ISHARES MSCI
+$1.1M
5,386
建仓
VSDA
VICTORYSHARES DIVIDEND
+$1.1M
20,330
增持
AEP
AMERICAN ELECTRIC
+$1.1M
18,136
+104%
建仓
BILS
SPDR BLOOMBERG
+$1.1M
10,806
增持
NKE
NIKE INC
+$1.1M
20,192
+113%
增持
IBM
INTL BUSINESS
+$1.0M
7,226
+125%
建仓
VEA
VANGUARD FTSE
+$1.0M
19,418
建仓
FVD
FIRST TRUST
+$1.0M
22,428
增持
ITW
ILLINOIS TOOL
+$1.0M
7,118
+98%
建仓
VFVA
VANGUARD US
+$1.0M
8,408
增持
BDX
BECTON DICKINSON
+$956.4K
7,698
+100%
建仓
FV
FIRST TRUST
+$956.1K
16,408
增持
QCOM
QUALCOMM INC
+$943.2K
13,690
+97%
建仓
MLN
VANECK LONG
+$937.9K
51,250
建仓
VEU
VANGUARD FTSE
+$929.3K
14,750
建仓
XNIEX
VIRTUS EQUITY
+$923.5K
40,135
增持
DIS
WALT DISNEY
+$900.6K
19,370
+100%
建仓
SPDW
SPDR PORTFOLIO
+$887.1K
23,619
增持
APAM
ARTISAN PARTNERS
+$867.9K
37,834
+102%
建仓
MDYV
SPDR SERIES
+$852.2K
10,725
增持
LMT
LOCKHEED MARTIN
+$845.1K
2,488
+91%
增持
GBTC
GRAYSCALE BITCOIN
+$842.3K
26,762
+180%
建仓
TFLO
ISHARES TREASURY
+$840.1K
16,603
建仓
DNP
DNP SELECT
+$838.4K
83,508
建仓
SLYV
SPDR SERIES
+$828.6K
9,544
增持
D
DOMINION ENERGY
+$828.1K
24,736
+102%
建仓
XLP
SECTOR CONSUMER
+$825.3K
9,943
建仓
QYLD
GLOBAL X
+$815.1K
45,185
增持
COST
COSTCO WHOLESALE
+$812.1K
1,540
+137%
增持
BX
BLACKSTONE INC
+$810.4K
8,100
+133%
