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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 41
增持 74
减持 23
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$13.1M
248,767
+1%
增持
NVDA
NVIDIA CORP
+$11.8M
216,428
+2%
建仓
THRO
ISHARES U S
+$7.1M
200,164
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
MSFT
MICROSOFT CORP
+$5.9M
49,459
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$5.2M
114,747
+6%
增持
META
META PLATFORMS INC CLASS A
+$4.8M
31,578
+1%
增持
AMD
ADVANCED MICRO DEVIC
+$4.1M
76,356
+3%
减持
SPY
SPDR S&P 500 ETF
+$4.0M
120,144
-4%
建仓
IAGG
ISHARES CORE
+$3.8M
74,515
增持
TSLA
TESLA INC
+$3.7M
86,226
+3%
减持
HYMB
SPDR NUVEEN
-$3.6M
25,036
-85%
增持
HEFA
ISHARES CURRENCY
+$3.5M
180,246
+99%
增持
—
SEAGATE TECHNOLOGY H F
+$3.2M
58,163
+3%
增持
XLG
INVESCO S&P
+$3.1M
167,415
+37%
增持
VFLO
VICTORYSHARES FREE
+$2.8M
777,879
+8%
增持
QQQ
INVESCO QQQ
+$2.7M
20,587
+12%
增持
VOO
VANGUARD S&P 500 ETF
+$2.7M
34,395
+5%
减持
PEP
PEPSICO INC
-$2.7M
16,015
-50%
增持
AMZN
AMAZON.COM INC
+$2.5M
93,963
+2%
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
54,285
+3%
减持
IQLT
ISHARES MSCI
-$2.3M
32,134
-65%
减持
SPYM
SPDR PORTFOLIO
-$2.2M
506,955
-15%
建仓
SGUXX
SCHWAB GOVERNMENT MONEY ULTRA
+$2.2M
2,218,184
增持
DYNF
ISHARES U S
+$2.1M
351,727
+0%
增持
LLY
LINCOLN NATL CORP IND
+$2.0M
56,871
+1664%
增持
AAPL
APPLE INC
-$2.0M
354,157
+2%
减持
SPYG
SPDR PORTFOLIO
+$1.9M
338,467
-11%
减持
LNC
LINCOLN NATL CORP IN
-$1.8M
8,694
-86%
增持
SPTL
SPDR PORTFOLIO
+$1.7M
252,476
+38%
增持
EMXC
ISHARES MSCI
+$1.6M
85,354
+23%
增持
VUG
VANGUARD GROWTH
+$1.5M
17,528
+5%
增持
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
+$1.3M
25,011
+6%
增持
TCAF
T ROWE
+$1.2M
240,362
+7%
增持
NFLX
NETFLIX INC
+$1.2M
3,127
+4%
建仓
B
BARRICK MINING
+$1.2M
57,161
增持
JQUA
JPMORGAN US
+$1.2M
324,328
+0%
清仓
—
BARRICK GOLD
-$1.1M
0
-100%
增持
VOOG
VANGUARD S&P
+$1.1M
14,882
+4%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$1.1M
39,766
+16%
减持
BUFR
FIRST TRUST
-$1.0M
121,335
-26%
增持
GOOG
ALPHABET INC CLASS C
+$980.7K
38,171
+1%
增持
BA
BOEING COMPANY
+$958.0K
25,345
+3%
建仓
SGVT
SCHWAB GOVERNMENT MONEY INV
+$920.2K
920,223
建仓
IVE
ISHARES S&P
+$919.3K
4,704
增持
NKE
NIKE INC CLASS B
+$916.4K
46,979
+17%
减持
UNH
UNITEDHEALTH GROUP INC
-$898.0K
1,657
-40%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$829.1K
3,616
+26%
增持
GBTC
GRAYSCALE BITCOIN
+$815.0K
54,331
+1%
增持
XLU
UTILITIES SELECT
+$810.1K
22,447
+73%
减持
AVGO
BROADCOM INC
+$797.4K
7,495
-1%
增持
WMT
WALMART INC
+$741.3K
29,592
+21%
减持
AGG
ISHARES CORE
-$718.2K
2,302
-76%
增持
IONQ
IONQ INC
+$708.2K
29,438
+17%
清仓
NFTY
FIRST TRUST
-$688.5K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$668.6K
35,409
+32%
减持
IVV
ISHARES CORE S&P 500 ETF
+$644.3K
12,219
-1%
减持
—
EXXON MOBIL
-$586.9K
50,137
-1%
减持
GOOGL
ALPHABET INC CLASS A
+$561.1K
28,238
-3%
建仓
NRG
NRG ENERGY
+$537.3K
3,346
建仓
FNDF
SCHWAB FUNDAMENTAL
+$528.4K
13,204
建仓
VCRB
VANGUARD CORE
+$528.2K
6,809
增持
ORCL
ORACLE CORP
+$525.2K
6,464
+2%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$512.6K
35,142
+1%
增持
VO
VANGUARD MID
+$501.4K
18,038
+3%
增持
VONE
VANGUARD RUSSELL
+$495.9K
8,965
+13%
增持
T
AT&T INC
+$467.4K
226,412
+3%
建仓
ESGV
VANGUARD ESG
+$467.3K
4,262
增持
VIG
VANGUARD DIVIDEND
+$466.1K
30,750
+2%
增持
BIDD
ISHARES INTL
+$451.2K
245,339
+2%
增持
IXN
ISHARES GLOBAL TECH ETF
+$443.0K
22,526
+4%
增持
CGUS
CAPITAL GROUP CORE Common Stock ETF
+$439.1K
52,778
+17%
增持
VEU
VANGUARD FTSE
+$436.9K
19,695
+35%
建仓
JPST
JPMORGAN
+$433.6K
8,556
增持
CGGR
CAPITAL GROUP
+$432.5K
25,189
+46%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$428.9K
137,721
+4%
减持
PG
PROCTER & GAMBLE CO
-$428.7K
36,442
-1%
增持
MLN
VANECK LONG MUNI ETF
+$427.2K
295,297
+11%
减持
COIN
COINBASE GLOBAL
+$425.5K
2,389
-0%
建仓
HWM
HOWMET AEROSPACE
+$419.7K
2,255
增持
DIS
WALT DISNEY
+$414.3K
32,302
+4%
增持
IBM
INTL BUSINESS
+$409.2K
5,188
+15%
增持
XLF
FINANCIAL SELECT
+$405.7K
68,136
+7%
增持
XMPT
VANECK CEF MUNI INCOME ETF
+$405.3K
218,385
+12%
增持
GE
GE AEROSPACE
+$369.2K
6,394
+0%
建仓
VRSN
VERISIGN INC
+$352.6K
1,221
增持
JNJ
JOHNSON & JOHNSON
+$352.0K
46,672
+4%
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$349.9K
3,771
+13%
建仓
TROW
PRICE T
+$349.8K
3,625
增持
XNIEX
VIRTUS Common Stock
+$337.5K
50,961
+28%
增持
VOOV
VANGUARD S&P
+$335.5K
23,314
+6%
清仓
SPHQ
INVESCO S&P
-$325.9K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$325.0K
1,648
-24%
减持
XLE
ENERGY SELECT
-$324.1K
23,729
-5%
清仓
FXD
FIRST TRUST
-$315.1K
0
-100%
建仓
IESC
IES HOLDINGS
+$311.0K
1,050
建仓
BAI
ISHARES A I
+$306.9K
10,637
建仓
TGRT
T ROWE
+$305.6K
7,560
减持
XLI
INDUSTRIAL SELECT
-$304.0K
5,537
-35%
增持
GLD
SPDR GOLD
+$300.9K
3,389
+33%
建仓
OUNZ
VANECK MERK
+$296.7K
9,303
增持
ABBV
ABBVIE INC
-$296.7K
18,279
+4%
增持
VV
VANGUARD LARGE
+$292.5K
3,162
+33%
增持
IBIT
ISHARES BITCOIN
+$288.3K
17,776
+4%
减持
VB
VANGUARD SMALL
+$286.7K
20,028
-0%
减持
PM
PHILIP MORRIS
+$285.8K
16,672
-4%
清仓
FTNT
FORTINET INC
-$284.1K
0
-100%
增持
PFF
ISHARES PREFERRED INCOMESEC ETF
+$281.5K
23,859
+62%
建仓
TXN
TEXAS INSTRUMENTS
+$280.3K
1,367
减持
GEV
GE VERNOVA
+$273.6K
1,330
-6%
增持
SPMB
SPDR MORTGAGE
+$261.1K
142,166
+9%
增持
TSM
TAIWAN SEMICONDUCTOR
+$255.6K
3,669
+8%
清仓
—
NXP SEMICONDUCTORS N V F
-$251.5K
0
-100%
建仓
SHOP
SHOPIFY INC FCLASS A
+$247.8K
1,758
建仓
ATI
ATI INC
+$246.1K
2,850
清仓
NLY
ANNALY CAPITAL
-$245.3K
0
-100%
增持
IUSG
ISHARES S&P
+$241.9K
9,890
+1%
清仓
CDL
VICTORYSHARES US
-$241.7K
0
-100%
增持
MPC
MARATHON PETROLEUM
+$240.8K
8,711
+5%
建仓
XAR
SPDR S&P
+$238.4K
1,130
清仓
TPR
TAPESTRY INC
-$238.3K
0
-100%
增持
ET
ENERGY TRANSFER
+$228.6K
85,579
+20%
增持
VST
VISTRA CORP
+$228.3K
2,889
+2%
增持
MRK
MERCK & CO. INC.
-$227.8K
27,101
+1%
建仓
MS
MORGAN STANLEY
+$225.0K
1,597
建仓
UBER
UBER TECHNOLOGIES
+$224.6K
2,409
增持
RSP
INVESCO S&P
+$222.7K
18,187
+2%
建仓
EVRG
EVERGY INC
+$221.4K
3,212
建仓
WINN
HARBOR LONG
+$220.8K
7,580
增持
QQQM
INVESCO NASDAQ
+$220.1K
3,058
+24%
增持
IVOO
VANGUARD S&P
+$220.1K
28,980
+1%
建仓
BEN
FRANKLIN RESOURCES
+$219.7K
9,212
建仓
EL
ESTEE LAUDER
+$216.7K
2,681
建仓
—
ASML HOLDING
+$215.8K
269
建仓
SCCO
SOUTHERN COPPER
+$214.5K
2,120
建仓
SPMD
SPDR PORTFOLIO
+$214.0K
3,936
清仓
TGT
TARGET CORP
-$213.7K
0
-100%
建仓
BLK
BLACKROCK FDG
+$213.3K
203
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$212.0K
19,936
-12%
建仓
ADI
ANALOG DEVICES
+$211.1K
887
增持
AXON
AXON ENTERPRISE INC
+$211.0K
886
+5%
建仓
AMAT
APPLIED MATERIALS
+$209.3K
1,142
清仓
PPL
PPL CORP
-$208.8K
0
-100%
建仓
QQQI
NEOS NASDAQ
+$208.0K
4,000
清仓
—
VICTORYSHARES US
-$207.8K
0
-100%
建仓
NTR
NUTRIEN LTD
+$206.1K
3,538
建仓
NVO
NOVO NORDISK
+$205.4K
2,976
建仓
PAA
PLAINS ALL
+$204.3K
11,153
建仓
UTG
REAVES UTILITY
+$204.1K
5,640
建仓
NVS
NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$203.7K
1,700
建仓
RDDT
REDDIT INC
+$202.8K
1,347
