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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 38
减持 91
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$19.9M
49,120
-48%
增持
VFLO
VICTORY VICTORYSHARES
+$16.7M
524,780
+1352%
增持
TSLA
TESLA INC
+$15.2M
83,357
+47%
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
SPYV
SPDR PORTFOLIO
-$15.2M
65,143
-81%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$13.3M
33,091
-46%
减持
NVDA
NVIDIA CORP
-$9.5M
210,551
-32%
减持
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
-$8.4M
22
-35%
增持
TOTL
SPDR DOUBLELINE TTL RTRNTTCL ETF
+$6.9M
192,400
+1141%
增持
BUFR
FIRST TRUST
+$6.7M
254,402
+596%
减持
—
EXXON MOBIL CORP
-$6.4M
51,437
-50%
减持
LLY
ELI LILLY AND CO
-$6.0M
3,213
-67%
减持
PG
PROCTER & GAMBLE CO
-$5.7M
40,991
-43%
建仓
BIDD
BLACKROCK INTL
+$5.2M
209,327
增持
META
META PLATFORMS INC CLASS A
+$5.0M
31,091
+14%
减持
GOOG
ALPHABET INC CLASS C
-$4.7M
37,856
-47%
增持
JPM
JPMORGAN CHASE & CO
+$4.4M
52,772
+20%
减持
AMD
ADVANCED MICRO
-$4.2M
73,333
-6%
减持
AAPL
APPLE INC
-$4.2M
360,158
-10%
增持
DYNF
BLACKROCK ISHARES
+$4.1M
339,896
+26%
减持
ABBV
ABBVIE INC
-$3.8M
17,952
-50%
增持
IQLT
ISHARES MSCI
+$3.8M
137,187
+336%
增持
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
+$3.8M
23,341
+333%
减持
GOOGL
ALPHABET INC CLASS A
-$3.7M
28,251
-48%
增持
MLN
VANECK LONG MUNI ETF
+$3.6M
257,656
+403%
增持
SHM
SPDR NUVEEN BLMG HG YL MP BND ETF
+$3.5M
143,619
+2239%
增持
XMPT
VANECK CEF MUNI INCOME ETF
+$3.4M
188,899
+546%
减持
MRK
MERCK & COMPANY
-$3.4M
27,242
-50%
减持
PEP
PEPSICO INC
-$3.2M
17,508
-49%
减持
—
WELLS FARGO & C 7.5 PFDCONV SER L
-$3.0M
3,128
-40%
增持
SPYG
SPDR PORTFOLIO
+$2.9M
384,830
+3%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.8M
126,424
+52%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$2.8M
54,729
+105%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$2.7M
28,486
+117%
减持
IP
INTL PAPER
-$2.7M
30,822
-66%
增持
—
SEAGATE TECHNOLOGY HLD F
+$2.7M
55,773
+125%
减持
KO
THE COCA-COLA CO
-$2.4M
30,294
-50%
减持
PFE
PFIZER INC
-$2.2M
69,683
-50%
减持
CVX
CHEVRON CORP
-$2.2M
16,889
-46%
增持
T
AT&T INC
+$2.1M
216,980
+48%
减持
VOO
VANGUARD S&P 500 ETF
-$2.0M
33,612
-12%
减持
PM
PHILIP MORRIS INTL INC
-$1.9M
17,333
-48%
减持
AMZN
AMAZON COM
+$1.9M
92,451
-8%
减持
JNJ
JOHNSON & JOHNSON
-$1.9M
43,517
-15%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.8M
106,397
+4%
减持
LOW
LOWES COS INC
-$1.7M
24,051
-15%
减持
V
VISA INC
-$1.7M
7,320
-49%
减持
—
UNILEVER PLC
-$1.6M
21,856
-50%
增持
LNC
LINCOLN NATL CORP IND
+$1.6M
59,555
+181%
减持
MPC
MARATHON PETROLEUM
-$1.5M
8,310
-50%
减持
NSC
NORFOLK SOUTHERN
-$1.5M
5,829
-50%
减持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$1.5M
243,209
-46%
增持
SPYM
SPDR PORTFOLIO
+$1.5M
621,668
+2%
增持
RH
RH
+$1.5M
6,966
+101%
增持
DIS
WALT DISNEY
+$1.4M
29,815
+54%
减持
GE
GE AEROSPACE
-$1.4M
6,698
-50%
增持
JQUA
JPMORGAN US
+$1.4M
299,193
+7%
增持
AGG
ISHARES CORE
+$1.4M
17,803
+392%
减持
—
BARRICK GOLD
-$1.3M
56,394
-49%
减持
WMT
WALMART INC
-$1.3M
21,623
-47%
建仓
NFTY
FIRST TRUST
+$1.3M
23,564
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
2,644
-42%
减持
QCOM
QUALCOMM INC
-$1.3M
6,764
-51%
减持
DUK
DUKE ENERGY
-$1.3M
10,327
-50%
减持
NEE
NEXTERA ENERGY INC
-$1.3M
14,951
-46%
建仓
CGUS
CAPITAL GROUP
+$1.2M
34,123
减持
MMM
3M COMPANY
-$1.2M
8,258
-50%
建仓
SPYX
SPDR S&P 500 ETF IV
+$1.2M
1,950
减持
CSCO
CISCO SYS INC
-$1.2M
25,737
-49%
减持
VZ
VERIZON COMMUNICATIONS I
-$1.2M
24,472
-48%
减持
BAC
BANK AMERICA
-$1.1M
29,542
-51%
建仓
XJR
ISHARES CORE S&P SMALL CAP ETF
+$1.1M
9,504
减持
—
ALBEMARLE CORP
-$1.1M
16,465
-58%
减持
ORCL
ORACLE CORP
-$1.1M
6,472
-49%
增持
MDY
SPDR S&P MIDCAP 400 ETF IV
+$1.1M
7,852
+31%
减持
BDX
BECTON DICKINSON
-$1.1M
3,537
-54%
减持
AEP
AMERICAN ELECTRIC
-$1.0M
9,262
-49%
增持
BA
BOEING COMPANY
+$983.4K
24,118
+7%
减持
DEO
DIAGEO PLC
-$966.7K
8,103
-43%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$965.7K
10,753
-36%
增持
NKE
NIKE INC CLASS B
+$964.4K
37,497
+86%
减持
ITW
ILLINOIS TOOL
-$962.7K
3,560
-50%
增持
CMG
CHIPOTLE MEXICAN GRILL I
+$952.4K
74,298
+26%
增持
XLI
INDUSTRIAL SELECT
+$936.2K
11,842
+157%
减持
SO
SOUTHERN COMPANY
-$910.8K
13,042
-41%
清仓
—
LAM RESEARCH CORPORATION
-$845.1K
0
-100%
增持
XLK
SECTOR TECHNOLOGY
+$833.0K
10,129
+50%
减持
APAM
ARTISAN PARTNERS
-$824.6K
18,917
-50%
清仓
PDD
PDD HOLDINGS
-$812.6K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$809.9K
7,814
+285%
减持
ELV
ELEVANCE HEALTH INC
-$800.5K
1,679
-39%
减持
HD
HOME DEPOT INC
-$795.1K
10,430
-14%
减持
CFO
VICTORYSHARES US
-$779.5K
87,138
-10%
增持
MCD
MCDONALDS CORP
+$758.4K
19,522
+16%
减持
D
DOMINION ENERGY INC
-$743.0K
12,734
-49%
减持
DE
DEERE & CO
-$736.2K
1,797
-50%
减持
ALB
ALBEMARLE CORP
-$709.6K
2,713
-73%
减持
BINC
BLACKROCK ISHARES
-$704.9K
51,425
-19%
减持
O
REALTY INCOME
-$698.4K
8,508
-53%
减持
BUD
ANHEUSER BUSCH
-$670.5K
5,636
-61%
减持
IRM
IRON MOUNTAIN
-$669.6K
3,173
-62%
增持
ABT
ABBOTT LABORATORIES
+$667.3K
36,634
+9%
减持
BTI
BRITISH AMERN
-$632.4K
17,695
-49%
减持
NFLX
NETFLIX INC
-$628.0K
2,909
-37%
减持
TEVA
TEVA PHARMACEUTICAL
-$614.4K
40,154
-52%
减持
—
LINDE PLC
-$611.1K
1,142
-50%
减持
BX
BLACKSTONE INC
-$608.2K
3,666
-55%
建仓
IBIT
ISHARES BITCOIN
+$606.1K
11,426
减持
FIS
FIDELITY NATIONAL
-$604.3K
6,986
-50%
减持
ENB
ENBRIDGE INC
-$599.5K
15,454
-50%
建仓
AXON
AXON ENTERPRISE INC
+$596.5K
938
清仓
—
COPA HOLDINGS
-$596.4K
0
-100%
减持
AVGO
BROADCOM INC
-$595.5K
7,514
-45%
减持
TMO
THERMO FISHER
-$592.4K
878
-48%
减持
AMGN
AMGEN INC
-$577.4K
1,461
-51%
建仓
CTBI
COMMUNITY TR BANCORP INC
+$570.6K
10,474
减持
MA
MASTERCARD INC
-$560.6K
1,217
-50%
减持
IBM
INTL BUSINESS
-$553.8K
4,748
-34%
减持
ECL
ECOLAB INC
-$547.6K
1,964
-50%
减持
WFC
WELLS FARGO & CO
-$542.0K
7,522
-60%
减持
USB
U S BANCORP DE
-$527.2K
11,054
-52%
增持
QQQ
INVESCO QQQ
+$524.7K
17,898
+1%
建仓
IAU
ISHARES GOLD
+$520.5K
10,512
减持
KLAC
KLA CORP
-$520.2K
583
-49%
减持
GLD
SPDR GOLD
-$517.0K
2,312
-48%
减持
SLV
ISHARES SILVER
-$494.1K
16,207
-50%
减持
NVO
NOVO NORDISK
-$487.3K
2,451
-58%
增持
OLLI
OLLIES BARGAIN OUTLET HL
+$485.6K
9,235
+88%
清仓
KNX
KNIGHT SWIFT
-$483.8K
0
-100%
减持
TRV
TRAVELERS COS
-$481.3K
2,117
-50%
建仓
IVE
ISHARES CORE S&P 500 ETF IV
+$469.8K
775
减持
GSK
GSK PLC
-$461.0K
9,382
-51%
减持
KMB
KIMBERLY CLARK
-$458.6K
3,084
-49%
减持
BP
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$458.0K
8,698
-62%
清仓
HSY
HERSHEY COMPANY
-$452.6K
0
-100%
建仓
CGGR
CAPITAL GROUP
+$448.6K
12,068
减持
SGI
TEMPUR SEALY
-$446.4K
6,423
-57%
增持
DKNG
DRAFTKINGS INC NEW CLASS A
+$433.8K
32,030
+36%
减持
BNY
BANK NEW YORK MELLON COR
-$433.7K
6,486
-50%
建仓
LRCX
LAM RESH CORP
+$432.1K
5,914
减持
MDLZ
MONDELEZ INTL INC CLASS A
-$431.4K
5,360
-47%
清仓
AFL
AFLAC INC
-$430.8K
0
-100%
减持
CSX
CSX CORP
-$427.4K
21,372
-34%
增持
TCAF
T ROWE
+$426.6K
194,779
+7%
清仓
AMAT
APPLIED MATERIALS
-$425.6K
0
-100%
建仓
VST
VISTRA CORP
+$415.8K
3,016
减持
WM
WASTE MANAGEMENT
-$412.3K
2,606
-42%
减持
—
KELLANOVA
-$412.0K
5,121
-50%
建仓
AB
ALLIANCEBERNSTEIN HLD LP
+$406.5K
11,478
减持
COST
COSTCO WHOLESALE
-$403.2K
1,050
-32%
减持
MO
ALTRIA GROUP
-$399.2K
9,483
-46%
