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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 59
减持 52
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.4M
345,846
-4%
增持
VFLO
VICTORYSHARES FREE
+$6.8M
721,195
+37%
增持
TSLA
TESLA INC
-$5.2M
84,010
+1%
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
XLG
INVESCO S&P
+$4.4M
121,758
+418%
增持
NVDA
NVIDIA CORP
-$4.3M
212,450
+1%
清仓
SHM
SPDR NUVEEN BLMG HG YL MP BND ETF
-$3.8M
0
-100%
减持
SPYM
SPDR PORTFOLIO
-$3.8M
594,190
-4%
增持
HYMB
SPDR NUVEEN BLMG HG YL MP BND ETF
+$3.5M
171,520
+519%
增持
IAU
ISHARES GOLD
+$3.5M
68,383
+551%
减持
SPYG
SPDR PORTFOLIO
-$3.4M
378,393
-2%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$3.1M
34,211
+3%
增持
SPY
SPDR S&P 500 ETF
-$2.9M
125,601
+0%
减持
BUFR
FIRST TRUST
-$2.9M
164,101
-35%
减持
HEFA
ISHARES CURRENCY
-$2.9M
90,789
-49%
减持
GRID
FIRST TRUST
-$2.6M
2,722
-89%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$2.5M
247,439
+2%
减持
AMZN
AMAZON.COM INC
-$2.5M
91,828
-1%
增持
PEP
PEPSICO INC
+$2.1M
32,012
+83%
增持
MSFT
MICROSOFT CORP
-$1.9M
49,364
+0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
-$1.8M
17
-23%
增持
META
META PLATFORMS INC CLASS A
-$1.7M
31,240
+0%
减持
IQLT
ISHARES MSCI
-$1.4M
92,835
-32%
建仓
ET
ENERGY TRANSFER
+$1.3M
71,166
减持
GOOG
ALPHABET INC CLASS C
-$1.3M
37,679
-0%
建仓
HIMU
BLACKROCK ISHARES
+$1.3M
26,179
建仓
EPD
ENTERPRISE PRODUCTS
+$1.2M
36,113
增持
SPTL
SPDR PORTFOLIO
+$1.2M
183,317
+27%
减持
VOO
VANGUARD S&P 500 ETF
-$1.2M
32,828
-2%
减持
QUAL
ISHARES MSCI
-$1.2M
22,584
-21%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.2M
107,910
+1%
清仓
SPYX
SPDR S&P 500 ETF IV
-$1.2M
0
-100%
增持
JQUA
JPMORGAN US
+$1.2M
324,131
+8%
清仓
XJR
ISHARES CORE S&P SMALL CAP ETF
-$1.1M
0
-100%
增持
BIDD
BLACKROCK ISHARES
+$1.1M
241,084
+15%
减持
MDY
SPDR S&P MIDCAP 400 ETF IV
-$1.0M
6,441
-18%
增持
RH
RH
-$978.6K
7,177
+3%
增持
GOOGL
ALPHABET INC CLASS A
-$855.6K
28,979
+3%
减持
AGG
ISHARES CORE
-$778.6K
9,569
-46%
增持
CVX
CHEVRON CORP
+$775.4K
19,258
+14%
增持
TCAF
T ROWE
+$755.6K
224,162
+15%
增持
JNJ
JOHNSON & JOHNSON
+$728.2K
44,828
+3%
减持
VUG
VANGUARD GROWTH
-$717.6K
16,718
-1%
减持
XLK
TECHNOLOGY SELECT
-$714.8K
7,945
-22%
减持
PG
PROCTER & GAMBLE CO
-$671.3K
36,803
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
-$659.5K
74,485
+2%
减持
PM
PHILIP MORRIS INTL INC
+$645.3K
17,304
-0%
增持
T
AT&T INC
+$631.6K
218,833
+1%
减持
NFTY
FIRST TRUST
-$630.9K
12,348
-48%
减持
—
WELLS FARGO & C 7.5 PFDCONV SER L
-$623.4K
2,627
-16%
减持
CMG
CHIPOTLE MEXICAN GRILL I
-$613.2K
74,229
-0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$611.8K
132,975
+5%
建仓
IONQ
IONQ INC
+$556.8K
25,228
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$556.0K
63,437
+18%
增持
EMXC
ISHARES MSCI
+$553.9K
69,288
+18%
增持
—
GRAB HOLDINGS
+$543.9K
135,895
+794%
增持
QQQ
INVESCO QQQ
-$508.3K
18,428
+3%
减持
ABBV
ABBVIE INC
+$499.5K
17,609
-2%
增持
KO
COCA COLA COMPANY
+$474.6K
32,985
+9%
增持
AVGO
BROADCOM INC
-$473.6K
7,577
+1%
清仓
IVE
ISHARES CORE S&P 500 ETF IV
-$469.8K
0
-100%
减持
—
EXXON MOBIL CORP
+$458.7K
50,419
-2%
减持
IXN
ISHARES GLOBAL TECH ETF
-$458.1K
21,750
-12%
减持
BINC
ISHARES FLEXIBLE
-$448.3K
42,513
-17%
增持
VOOG
VANGUARD S&P
-$444.5K
14,307
+0%
减持
XLI
INDUSTRIAL SELECT
-$439.4K
8,552
-28%
增持
FLXR
TCW FLEXIBLE
+$438.6K
17,998
+161%
清仓
SMH
VANECK SEMICONDUCTOR
-$432.7K
0
-100%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
-$428.5K
5,938
-13%
减持
SPYV
SPDR PORTFOLIO
-$425.9K
56,892
-13%
增持
PFE
PFIZER INC
+$424.9K
89,722
+29%
减持
HD
HOME DEPOT INC
-$420.1K
10,044
-4%
减持
VB
VANGUARD SMALL
-$401.6K
20,111
-1%
增持
ABT
ABBOTT LABS
+$369.2K
36,715
+0%
减持
VTV
VANGUARD VALUE ETF
-$360.5K
60,933
-5%
减持
XLE
ENERGY SELECT SECTOR SPDR ETF
-$358.9K
25,068
-20%
增持
OKE
ONEOK INC
+$357.1K
6,341
+134%
增持
DYNF
ISHARES U S
-$336.7K
350,350
+3%
减持
SPLV
INVESCO S&P
-$325.5K
4,672
-52%
减持
MRK
MERCK & COMPANY
-$320.9K
26,706
-2%
增持
LOW
LOWES COS INC
-$320.2K
24,369
+1%
增持
AB
ALLIANCEBERNSTEIN HLD LP
+$318.6K
18,279
+59%
增持
CGUS
CAPITAL GROUP
+$317.8K
45,243
+33%
减持
VIOO
VANGUARD S&P
-$313.6K
26,003
-2%
增持
ELV
ELEVANCE HEALTH INC
+$311.1K
2,166
+29%
增持
ENB
ENBRIDGE INC
+$308.7K
21,765
+41%
减持
ITOT
ISHARES CORE
-$305.0K
34,744
-2%
增持
JPM
JPMORGAN CHASE & CO
-$299.5K
52,943
+0%
清仓
HON
HONEYWELL INTL
-$295.2K
0
-100%
建仓
GILD
GILEAD SCIENCES
+$294.6K
2,629
增持
FMB
FIRST TRUST
+$294.3K
43,110
+17%
减持
CDL
VICTORYSHARES US
-$290.6K
3,529
-57%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$285.2K
2,872
+35%
建仓
FTNT
FORTINET INC
+$284.1K
2,951
减持
COIN
COINBASE GLOBAL
-$282.2K
2,391
-14%
减持
TEVA
TEVA PHARMACEUTICAL
-$279.2K
39,416
-2%
增持
SDVY
FIRST TRUST
+$278.4K
73,608
+21%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$278.1K
38,154
-12%
减持
VIG
VANGUARD DIVIDEND
-$276.3K
30,040
-4%
增持
—
BARRICK GOLD
+$272.2K
58,967
+5%
建仓
HIMS
HIMS & HERS HEALTH INC CLASS A
+$271.6K
5,091
减持
IVOO
VANGUARD S&P
-$264.4K
28,593
-2%
增持
D
DOMINION ENERGY INC
+$260.9K
16,904
+33%
减持
SCHG
SCHWAB US
-$260.5K
62,585
-5%
增持
QLTA
ISHARES AAA
+$260.0K
12,368
+77%
建仓
PNC
PNC FINANCIAL
+$257.7K
1,466
清仓
SHOP
SHOPIFY INC FCLASS A
-$257.6K
0
-100%
建仓
RGTI
RIGETTI COMPUTING
+$256.7K
32,408
减持
MUB
ISHARES NATIONAL
-$246.4K
2,169
-51%
增持
MCD
MCDONALDS CORP
+$245.7K
19,704
+1%
建仓
BABA
ALIBABA GROUP
+$245.7K
1,858
建仓
NLY
ANNALY CAPITAL
+$245.3K
12,080
增持
NFLX
NETFLIX INC
+$244.9K
3,009
+3%
增持
COST
COSTCO WHOLESALE
+$243.0K
1,274
+21%
增持
—
ALBEMARLE CORP
+$242.1K
25,585
+55%
建仓
PAVE
GLOBAL X
+$241.1K
6,389
建仓
BB
BLACKBERRY LTD
+$238.6K
63,297
建仓
TPR
TAPESTRY INC
+$238.3K
3,385
增持
PFF
ISHARES PFD
+$236.7K
14,754
+114%
增持
NKE
NIKE INC CLASS B
-$236.4K
40,064
+7%
清仓
VTWO
VANGUARD RUSSELL
-$234.3K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$233.5K
0
-100%
建仓
CGBL
CAPITAL GROUP
+$232.1K
7,493
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$230.3K
2,261
-4%
建仓
RSG
REPUBLIC SERVICES
+$227.4K
939
清仓
ILMN
ILLUMINA INC
-$227.2K
0
-100%
减持
V
VISA INC
+$224.4K
7,241
-1%
增持
FVD
FIRST TRUST
+$223.7K
28,757
+19%
清仓
ATI
ATI INC
-$217.4K
0
-100%
减持
CFA
VICTORYSHARES US
-$217.4K
23,760
-9%
清仓
SCCO
SOUTHERN COPPER
-$217.2K
0
-100%
增持
BA
BOEING COMPANY
+$216.6K
24,592
+2%
清仓
DAL
DELTA AIR LINES INC DEL
-$214.7K
0
-100%
建仓
SHLD
GLOBAL X
+$213.2K
4,579
建仓
VPLS
VANGUARD CORE
+$212.6K
2,741
建仓
WSC
WILLSCOT HOLDINGS
+$211.7K
7,615
增持
—
SEAGATE TECHNOLOGY H F
+$211.6K
56,728
+2%
清仓
UAL
UNITED AIRLINES
-$211.5K
0
-100%
清仓
NVO
NOVO NORDISK
-$210.9K
0
-100%
减持
IUSB
ISHARES CORE
-$209.5K
7,290
-18%
减持
DKNG
DRAFTKINGS INC NEW CLASS A
-$208.0K
31,567
-1%
建仓
SWK
STANLEY BLACK
+$206.8K
2,690
清仓
LRGF
ISHARES U S
-$206.0K
0
-100%
建仓
EFA
ISHARES CORE MSCI EAFE ETF
+$206.0K
2,574
减持
DEO
DIAGEO PLC
-$205.3K
7,871
-3%
减持
—
ROYAL CARIBBEAN
-$202.9K
1,210
-38%
清仓
ICSH
ISHARES ULTRA
-$202.0K
0
-100%
清仓
TRGP
TARGA RESOURCES
-$201.7K
0
-100%
增持
WMT
WALMART INC
+$198.5K
24,515
+13%
减持
BILS
SPDR BLOOMBERG
-$195.1K
9,306
-18%
增持
IBIT
ISHARES BITCOIN
+$193.6K
17,086
+50%
