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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 92
减持 12
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF
+$35.4M
163,685
+36%
增持
AAPL
APPLE INC
+$20.0M
363,510
+3%
增持
PLTR
PALANTIR TECHNOLOGIES
+$13.3M
259,417
+4%
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
TSLA
TESLA INC
+$10.2M
91,773
+6%
增持
—
SEAGATE TECHNOLOGY
+$9.3M
67,788
+17%
增持
BAI
ISHARES A I
+$8.8M
267,974
+2419%
减持
TOTL
SPDR DOUBLELINE
-$7.2M
6,738
-96%
增持
XLG
INVESCO S&P
+$7.1M
275,578
+65%
增持
AMD
ADVANCED MICRO
+$6.8M
88,692
+16%
减持
HEFA
ISHARES CURRENCY
-$6.5M
9,246
-95%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$5.7M
123,585
+8%
增持
DYNF
ISHARES U S
+$5.6M
418,544
+19%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$5.5M
115,721
+227%
增持
NVDA
NVIDIA CORP
+$5.5M
219,561
+1%
增持
HYMB
ST SRT SPDR NVN ICE HG YLD MCPL ETF
+$5.4M
238,062
+851%
减持
EMXC
ISHARES MSCI
-$5.1M
4,111
-95%
增持
SHLD
GLOBAL X
+$4.9M
74,109
+1302%
增持
JPM
JPMORGAN CHASE & CO
+$4.2M
63,004
+16%
增持
SPYG
SPDR PORTFOLIO
+$3.8M
345,191
+2%
增持
MSFT
MICROSOFT CORP
+$3.6M
54,832
+11%
增持
SPYM
SPDR PORTFOLIO
+$3.6M
516,657
+2%
增持
GOOG
ALPHABET INC CLASS C
+$3.5M
41,578
+9%
增持
GOOGL
ALPHABET INC CLASS A
+$2.8M
31,526
+12%
增持
AMZN
AMAZON COM
+$2.6M
100,630
+7%
增持
LNC
LINCOLN NATL CORP IN
+$2.6M
70,097
+706%
增持
VFLO
VICTORYSHARES FREE
+$2.4M
798,273
+3%
清仓
SDVY
FIRST TRUST
-$2.3M
0
-100%
增持
IAU
ISHARES GOLD
+$2.3M
85,172
+36%
清仓
SGUXX
SCHWAB GOVERNMENT MONEY ULTRA
-$2.2M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
51,405
+10%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.0M
163,603
+19%
增持
SPMD
SPDR S&P MIDCAP 400 ETF
+$1.7M
10,545
+168%
增持
VOO
VANGUARD S&P 500 ETF
+$1.7M
34,712
+1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
+$1.7M
41,554
+4%
增持
MLN
VANECK LONG MUNI ETF
+$1.6M
375,078
+27%
减持
LLY
ELI LILLY
-$1.6M
3,742
-93%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.6M
21,510
+4%
增持
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
+$1.5M
18
+6%
减持
—
WELLS FARGO
-$1.5M
1,350
-51%
增持
XMPT
VANECK CEF MUNI INCOME ETF
+$1.4M
271,333
+24%
减持
MDY
SPDR S&P
-$1.3M
3,944
-38%
增持
WMT
WALMART INC
+$1.2M
39,839
+35%
增持
ABBV
ABBVIE INC
+$1.2M
19,672
+8%
减持
BAC
BANK OF AMERICA CORP
-$1.1M
4,000
-86%
增持
CGGR
CAPITAL GROUP
+$1.1M
47,904
+90%
增持
VUG
VANGUARD GROWTH
+$1.1M
18,233
+4%
增持
IONQ
IONQ INC
+$1.0M
37,425
+27%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.0M
12,874
+5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
33,877
+10%
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$984.1K
84,588
+24%
清仓
CGDV
CAPITAL GROUP
-$960.9K
0
-100%
增持
LOW
LOWES COMPANIES
+$942.2K
27,717
+11%
清仓
SGVT
SCHWAB GOVERNMENT MONEY INV
-$920.2K
0
-100%
增持
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
+$908.6K
27,067
+8%
增持
VTV
VANGUARD VALUE ETF
+$860.3K
61,734
+2%
增持
CAT
CATERPILLAR INC
+$839.0K
2,447
+189%
增持
MCD
MCDONALDS CORP
+$830.1K
22,350
+11%
清仓
FV
FIRST TRUST
-$824.4K
0
-100%
增持
THRO
ISHARES U S
+$819.1K
209,745
+5%
增持
TCAF
T ROWE
+$815.1K
246,553
+3%
增持
SPTL
SPDR PORTFOLIO
+$781.0K
277,990
+10%
增持
CVX
CHEVRON CORP
+$777.5K
25,040
+15%
增持
VGT
VANGUARD INFORMATION
+$773.9K
2,796
+40%
建仓
SDY
SPDR SERIES
+$744.8K
5,318
建仓
NEM
NEWMONT CORP
+$707.9K
8,382
建仓
NEAR
ISHARES SHORT
+$690.0K
13,455
清仓
EMLP
FIRST TRUST
-$689.3K
0
-100%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$684.5K
37,276
+6%
建仓
APH
AMPHENOL CORP
+$646.5K
5,224
增持
TSM
TAIWAN SEMICONDUCTOR
+$645.1K
5,254
+43%
增持
VOOG
VANGUARD S&P 500 GROWTH
+$644.9K
15,033
+1%
减持
NFLX
NETFLIX INC
-$635.8K
2,917
-7%
建仓
SECT
MAIN SECTOR
+$626.7K
9,944
建仓
PZA
INVESCO NATIONAL
+$605.5K
26,224
清仓
FDL
FIRST TRUST
-$589.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$585.0K
10,032
+20%
增持
QQQI
NEOS NASDAQ
+$582.2K
14,580
+265%
增持
JPST
JPMORGAN
+$549.6K
19,381
+127%
增持
FLXR
TCW FLEXIBLE
+$549.0K
30,661
+80%
增持
BIDD
ISHARES INTL
+$547.8K
258,731
+5%
增持
PEP
PEPSICO INC
+$547.0K
18,966
+18%
清仓
—
LINDE PLC
-$538.3K
0
-100%
清仓
NRG
NRG ENERGY
-$537.3K
0
-100%
减持
RGTI
RIGETTI COMPUTING
+$522.7K
30,508
-6%
增持
CMG
CHIPOTLE MEXICAN
-$514.5K
89,974
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$505.8K
4,783
+32%
增持
META
META PLATFORMS
-$505.5K
35,303
+12%
建仓
TCAL
T ROWE
+$487.8K
20,000
清仓
CGMU
CAPITAL GROUP
-$485.3K
0
-100%
清仓
GRID
FIRST TRUST
-$478.7K
0
-100%
增持
AVGO
BROADCOM INC
+$472.2K
7,686
+3%
清仓
CIBR
FIRST TRUST
-$468.6K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$468.3K
733
增持
ABT
ABBOTT LABORATORIES
+$450.1K
41,285
+11%
减持
AXON
AXON ENTERPRISE
-$444.7K
487
-45%
减持
B
BARRICK MINING
+$439.2K
49,719
-13%
增持
ORCL
ORACLE CORP
+$432.4K
6,562
+2%
清仓
FDN
FIRST TRUST
-$426.4K
0
-100%
清仓
HWM
HOWMET AEROSPACE
-$419.7K
0
-100%
清仓
RTX
RTX CORP
-$409.1K
0
-100%
清仓
FVC
FIRST TRUST
-$404.8K
0
-100%
建仓
MP
MP MATERIALS
+$404.8K
6,035
清仓
CRM
SALESFORCE INC
-$404.5K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$396.9K
24,892
+7%
建仓
PRME
PRIME MEDICINE
+$392.5K
70,855
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$391.3K
26,239
+15%
增持
GBTC
GRAYSCALE BITCOIN MINI TRUST ETF
-$386.6K
56,229
+3%
增持
VB
VANGUARD SMALL
+$374.5K
20,138
+1%
清仓
EFA
ISHARES MSCI
-$371.0K
0
-100%
增持
PG
PROCTER & GAMBLE
+$366.9K
40,357
+11%
清仓
VRSN
VERISIGN INC
-$352.6K
0
-100%
增持
SPYV
SPDR PORTFOLIO
+$346.7K
57,969
+6%
增持
RDVY
FIRST TRUST
+$334.0K
38,834
+7%
增持
VXUS
VANGUARD TOTAL
+$330.2K
13,448
+41%
增持
GEV
GE VERNOVA
+$326.7K
1,676
+26%
增持
BA
BOEING CO
+$324.2K
29,403
+16%
建仓
HEI
HEICO CORP NEW
+$322.0K
1,000
增持
SPMB
SPDR MORTGAGE
+$315.2K
154,060
+8%
增持
IXN
ISHARES GLOBAL TECH ETF
+$314.7K
23,213
+3%
增持
FYX
FIRST TRUST
+$313.1K
14,889
+11%
建仓
QEMM
SPDR INDEX
+$312.8K
4,719
清仓
IESC
IES HOLDINGS
-$311.0K
0
-100%
增持
DKNG
DRAFTKINGS INC
-$309.8K
32,241
+2%
建仓
RAL
RALLIANT CORP
+$305.8K
6,992
增持
CSCO
CISCO SYS INC
+$305.7K
26,808
+19%
增持
VOOV
VANGUARD S&P
+$304.4K
23,583
+1%
清仓
CGBL
CAPITAL GROUP
-$303.3K
0
-100%
增持
—
EXXON MOBIL
+$303.2K
50,605
+1%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$298.7K
20,274
+2%
增持
VONE
VANGUARD RUSSELL
+$297.0K
9,310
+4%
清仓
OUNZ
VANECK MERK
-$296.7K
0
-100%
清仓
KNG
FIRST TRUST
-$292.6K
0
-100%
建仓
HYGW
ISHARES HIGH
+$292.3K
9,626
建仓
SPBO
SPDR CORP
+$291.5K
9,838
建仓
WBD
WARNER BROS DISCOVERY IN
+$291.0K
13,443
建仓
HSY
HERSHEY COMPANY
+$286.2K
1,530
增持
VIOO
VANGUARD S&P
+$283.6K
26,968
+1%
增持
QLTA
ISHARES AAA
+$283.4K
19,137
+42%
清仓
FIXD
FIRST TRUST
-$279.3K
0
-100%
建仓
ARWR
ARROWHEAD PHARMACEUTICAL
+$275.9K
8,000
清仓
MDIV
FIRST TRUST
-$274.9K
0
-100%
增持
RSP
INVESCO S&P
+$267.4K
18,833
+4%
增持
SPSM
SPDR PORTFOLIO
+$265.1K
12,371
+71%
减持
GE
GE AEROSPACE
+$264.6K
6,351
-1%
增持
EPD
ENTERPRISE PRODS PART LP
+$262.8K
45,703
+21%
建仓
BMNR
BITMINE IMMERSION
+$259.6K
5,000
增持
VXF
VANGUARD EXTENDED MARKETETF
+$258.9K
2,766
+67%
清仓
—
CHAMPIONX CORP
-$257.6K
0
-100%
建仓
ETHA
ISHARES ETHEREUM
+$257.0K
8,156
增持
NSC
NORFOLK SOUTHERN
+$256.1K
5,748
+0%
