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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 38
增持 86
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
SEAGATE TECHNOLOGY H F
+$22.9M
62,749
-0%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$16.3M
12,656
-96%
增持
SPYM
SPDR SERIES TRUST
+$12.6M
714,132
+36%
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
HEFA
ISHARES CURRENCY
+$6.1M
149,704
+2326%
减持
AMD
ADVANCED MICRO DEVIC
+$5.7M
80,199
-3%
建仓
WMFFX
AMERICAN FUNDS WASHINGTON MUTUAL F2
+$5.5M
81,256
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS CLASS A
-$5.3M
266,312
+7%
增持
TSLA
TESLA INC
-$5.2M
94,007
+4%
建仓
GFFFX
AMERICAN FUNDS GROWTH FUND OF AMER F2
+$5.0M
60,732
减持
AAPL
APPLE INC
-$4.9M
341,115
-0%
增持
MSFT
MICROSOFT CORP
-$4.7M
49,683
+3%
建仓
AMEFX
AMERICAN FUNDS INCOME FUND OF AMER F2
+$4.0M
145,462
建仓
WGIFX
AMERICAN FUNDS CAPITAL WORLD GR&INC F2
+$3.8M
48,436
减持
IAU
ISHARES GOLD TR
-$3.6M
52,609
-48%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$3.5M
286,188
+17%
建仓
AMBFX
AMERICAN FUNDS AMERICAN BALANCED F2
+$3.1M
77,732
建仓
CAIFX
AMERICAN FUNDS CAPITAL INCOME BLDR F2
+$3.0M
36,438
增持
—
EXXON MOBIL CORP
+$2.7M
53,205
+1%
增持
SPTL
STATE STREET
+$2.6M
331,563
+43%
建仓
ICAFX
AMERICAN FUNDS INVMT CO OF AMER F2
+$2.4M
36,823
建仓
AVDE
AVANTIS INTL
+$2.4M
28,195
增持
PZA
INVESCO NATIONAL
+$2.3M
126,574
+379%
建仓
SGUXX
SCHWAB GOVERNMENT MONEY ULTRA
+$2.3M
2,282,625
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$2.3M
105,426
+31%
建仓
IJS
ISHARES S&P
+$2.2M
18,497
增持
IWM
ISHARES TR
+$2.2M
9,535
+1063%
建仓
EEM
ISHARES MSCI
+$2.1M
37,439
增持
CVX
CHEVRON CORPORATION
+$2.1M
29,310
+13%
增持
IVW
ISHARES S&P
+$1.9M
21,111
+451%
减持
DYNF
BLACKROCK ETF TRUST
-$1.9M
542,488
-1%
增持
BAI
BLACKROCK ETF TRUST
+$1.8M
418,803
+17%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$1.8M
96,979
+466%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
48,854
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.6M
15,378
+24%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$1.6M
115,948
-1%
增持
AMZN
AMAZON.COM INC
+$1.5M
98,937
+3%
增持
QQQ
INVESCO QQQ TR
+$1.4M
25,017
+18%
增持
VFLO
VICTORY PORTFOLIOS II
+$1.4M
1,079,697
+3%
减持
ABT
ABBOTT LABS
-$1.3M
36,886
-3%
增持
GLW
CORNING INC
+$1.2M
12,115
+145%
增持
META
META PLATFORMS INC CLASS CLASS A
-$1.2M
34,282
+4%
建仓
CLX
CLOROX COMPANY
+$1.2M
11,105
增持
HYMB
STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF
+$1.1M
229,586
+24%
增持
MLN
VANECK LONG MUNI ETF
+$1.1M
375,301
+20%
建仓
NEFFX
AMERICAN FUNDS NEW ECONOMY F2
+$1.1M
13,569
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
-$1.0M
121,278
+1%
增持
ALB
ALBEMARLE CORP
+$1.0M
7,578
+233%
建仓
NFFFX
AMERICAN FUNDS NEW WORLD F2
+$1.0M
10,237
增持
XMPT
VANECK CEF MUNICIPAL INCOME ETF
+$1.0M
270,074
+23%
建仓
IWL
ISHARES RUSSELL
+$1.0M
6,258
增持
BIDD
ISHARES INTL
+$988.6K
285,103
+15%
建仓
FTSM
FIRST TRUST
+$985.6K
16,487
增持
XAR
STATE STREER
+$955.5K
4,877
+315%
增持
NVDA
NVIDIA CORPORATION
-$946.6K
216,175
+0%
减持
WBD
WARNER BROS DISCOVERY INCLASS SERIES A
-$918.1K
14,246
-69%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$907.4K
7,322
+29%
增持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
-$895.4K
21,468
+2%
增持
ET
ENERGY TRANSFER
+$887.6K
106,237
+51%
减持
XLI
SELECT SECTOR SPDR TR
-$875.7K
2,911
-66%
建仓
JHMD
JOHN HANCOCK
+$871.5K
20,568
增持
MUB
ISHARES NATIONAL
+$796.5K
9,756
+337%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$785.5K
48,850
-1%
减持
GOOG
ALPHABET INC CLASS CLASS C
-$767.6K
37,786
-4%
减持
HIMU
ISHARES HIGH
-$736.7K
18,653
-44%
增持
CAT
CATERPILLAR INC
+$728.6K
3,078
+21%
增持
MPC
MARATHON PETROLEUM
+$716.1K
8,761
+0%
增持
VOO
VANGUARD S&P 500 ETF
-$685.5K
36,033
+0%
建仓
—
METROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR
+$685.4K
675,000
增持
T
AT&T INC
+$666.8K
248,670
+4%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$609.0K
41,581
+10%
增持
ZAP
GLOBAL X
+$608.5K
34,515
+100%
增持
TCAF
T ROWE
-$597.7K
254,458
+1%
建仓
—
GS FIN CORP. 0 26 DUE 12/03/26
+$587.4K
500,000
增持
SOXX
ISHARES SEMICONDUCTOR
+$580.0K
6,747
+24%
建仓
—
GRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47
+$575.1K
550,000
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$569.5K
401,470
+6%
增持
VOOG
VANGUARD S&P
-$563.1K
16,753
+1%
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$557.4K
557,430
增持
GOOGL
ALPHABET INC
+$553.7K
31,389
+7%
减持
CSX
CSX CORP
-$540.3K
5,764
-73%
建仓
—
NEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43
+$538.5K
500,000
增持
LRCX
LAM RESEARCH CORP
+$537.0K
11,257
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$534.5K
78,045
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$528.7K
46,784
+3%
增持
CGBL
CAPITAL GROUP
+$522.9K
47,229
+51%
建仓
EFG
ISHARES MSCI EAFE GROWTHETF
+$518.2K
4,623
增持
NKE
NIKE INC
-$502.1K
47,463
+11%
减持
TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
-$500.8K
144,755
-7%
减持
WMT
WALMART INC
+$489.4K
37,105
-0%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$480.1K
57,942
+3%
建仓
PEBO
PEOPLES BANCORP INC
+$472.0K
14,359
增持
PAVE
GLOBAL X
+$465.8K
17,730
+95%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$461.3K
56,326
+27%
增持
BA
BOEING CO
+$458.8K
28,269
+5%
增持
IVE
ISHARES S&P
+$455.3K
27,706
+9%
建仓
EFV
ISHARES MSCI
+$450.7K
6,062
增持
DE
DEERE & CO
+$449.6K
2,309
+26%
增持
IAGG
ISHARES CORE
+$446.1K
82,822
+12%
增持
PFE
PFIZER INC
+$444.1K
76,033
+12%
增持
CGCB
CAPITAL GROUP
+$435.7K
30,023
+126%
减持
WDC
WESTERN DIGITAL
+$432.3K
5,260
-9%
增持
MU
MICRON TECHNOLOGY INC
+$429.2K
4,265
+12%
增持
JPM
JPMORGAN CHASE & CO
-$423.7K
60,520
+3%
建仓
SHEL
SHELL PLC
+$421.5K
4,541
减持
XLK
STATE STREET
-$417.9K
19,223
-7%
增持
GLD
SPDR GOLD TR
+$414.6K
5,659
+11%
建仓
PCRHY
PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$411.1K
20,035
减持
TER
TERADYNE INC
+$393.4K
4,684
-9%
建仓
SHAK
SHAKE SHACK
+$382.3K
3,740
增持
BINC
ISHARES FLEXIBLE
+$381.8K
60,229
+16%
减持
DKNG
DRAFTKINGS INC NEW CLASS CLASS A
-$375.9K
30,079
-3%
增持
FDX
FEDEX CORP
+$375.4K
3,618
+1%
增持
CGGR
CAPITAL GROUP
+$369.0K
66,088
+29%
建仓
RHHBY
ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS
+$366.3K
7,200
增持
LMT
LOCKHEED MARTIN CORP
+$354.5K
3,319
+5%
增持
PEP
PEPSICO INC
+$352.4K
19,562
+4%
减持
B
BARRICK MINING
-$350.3K
31,095
-16%
增持
MRK
MERCK & CO. INC.
+$349.2K
23,222
+2%
建仓
BLCR
ISHARES LARGE
+$349.0K
8,500
清仓
HYGW
ISHARES HIGH
-$347.8K
0
-100%
清仓
FIXD
FIRST TRUST
-$345.4K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$345.0K
28,862
+7%
建仓
HDV
ISHARES CORE
+$339.3K
2,500
增持
NFLX
NETFLIX INC
+$337.6K
32,752
+10%
建仓
HELO
JPMORGAN HEDGED
+$335.1K
5,243
增持
GS
GOLDMAN SACHS
+$333.0K
1,039
+67%
增持
SPTM
STATE STREET
+$332.5K
10,191
+78%
清仓
—
VICTORYSHARES INTL
-$327.2K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$323.7K
51,403
+8%
增持
TOST
TOAST INC
+$323.4K
35,880
+103%
增持
XLF
SELECT SECTOR SPDR TR
-$319.7K
108,175
+4%
建仓
TCAL
T ROWE
+$318.6K
14,257
增持
ENB
ENBRIDGE INC
+$317.1K
26,407
+14%
增持
IBM
IBM CORP
-$308.7K
5,732
+0%
建仓
EUHY
ISHARES GLOBAL
+$306.0K
5,832
增持
IONQ
IONQ INC
-$302.7K
62,738
+33%
增持
UBER
UBER TECHNOLOGIES INC
+$301.3K
7,531
+152%
建仓
VLO
VALERO ENERGY CORP NEW
+$299.4K
1,212
减持
SECT
MAIN SECTOR
-$297.8K
4,272
-50%
增持
LNC
LINCOLN NATL CORP IND
-$292.4K
68,391
+6%
增持
ORCL
ORACLE CORP
-$292.1K
6,927
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS CLASS A
-$289.6K
5,240
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$286.7K
17,451
+9%
建仓
AVEM
AVANTIS EMERGING
+$286.4K
3,554
减持
QCOM
QUALCOMM INC
-$286.0K
6,448
-1%
建仓
LEU
CENTRUS ENERGY CORP CLASS CLASS A
+$285.2K
1,408
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$282.5K
21,169
+7%
增持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
+$282.3K
169,636
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$279.8K
1,539
+6%
建仓
XEL
XCEL ENERGY
+$279.7K
3,521
