小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
KC Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KC Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001738738
持仓数
181
前50大市值合计
$353.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 14
增持 98
减持 22
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
MAA
MID-AMER APT CMNTYS INC
-$737.0K
0
-100%
清仓
BX
BLACKSTONE GROUP INC
-$669.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$660.0K
0
-100%
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。
清仓
IJS
ISHARES TR
-$631.0K
0
-100%
清仓
NNN
NATIONAL RETAIL PROPERTIES I
-$626.0K
0
-100%
清仓
HYEM
VANECK VECTORS ETF TR
-$604.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$600.0K
1,876
-66%
建仓
SLYV
SPDR SER TR
+$599.0K
7,306
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$548.0K
7,775
清仓
—
AON PLC
-$546.0K
0
-100%
建仓
IEI
ISHARES TR
+$449.0K
3,452
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$444.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$406.0K
3,333
-54%
建仓
FHN
FIRST HORIZON CORPORATION
+$376.0K
23,065
减持
INTC
INTEL CORP
-$355.0K
6,931
-46%
建仓
IGIB
ISHARES TR
+$354.0K
5,890
建仓
EEMA
ISHARES INC
+$335.0K
3,965
建仓
WMB
WILLIAMS COS INC
+$333.0K
12,824
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$319.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$299.0K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$296.0K
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$295.0K
5,528
建仓
XLV
SELECT SECTOR SPDR TR
+$284.0K
2,233
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$283.0K
341,992
+2%
建仓
FLOT
ISHARES TR
+$279.0K
5,496
清仓
BAR
GRANITESHARES GOLD TR
-$276.0K
0
-100%
增持
AGG
ISHARES TR
+$275.0K
8,911
+37%
建仓
NWL
NEWELL BRANDS INC
+$266.0K
12,027
建仓
—
INTERPUBLIC GROUP COS INC
+$265.0K
7,239
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$260.0K
5,147
建仓
TLT
ISHARES TR
+$236.0K
1,634
清仓
GOVT
ISHARES TR
-$227.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$220.0K
8,874
+6%
增持
LQD
ISHARES TR
+$218.0K
3,586
+86%
清仓
—
HEALTHCARE TR AMER INC
-$214.0K
0
-100%
清仓
CIEN
CIENA CORP
-$210.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$205.0K
758
+2%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$189.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$188.0K
2,767
+0%
增持
MSFT
MICROSOFT CORP
+$167.0K
10,784
+2%
减持
DHR
DANAHER CORPORATION
+$152.0K
4,272
-0%
增持
AMAT
APPLIED MATLS INC
+$137.0K
5,435
+37%
增持
COST
COSTCO WHSL CORP NEW
+$130.0K
2,216
+1%
减持
HCA
HCA HEALTHCARE INC
+$123.0K
3,414
-0%
增持
TMUS
T-MOBILE US INC
-$115.0K
7,211
+1%
增持
JPM
JPMORGAN CHASE & CO
+$102.0K
9,680
+2%
增持
AAPL
APPLE INC
+$95.0K
18,887
+0%
增持
—
ACCENTURE PLC IRELAND
+$89.0K
3,434
+0%
增持
NEE
NEXTERA ENERGY INC
+$83.0K
11,945
+2%
增持
ARKK
ARK ETF TR
-$82.0K
9,413
+10%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$74.0K
2,653
-3%
增持
COP
CONOCOPHILLIPS
+$74.0K
6,396
+8%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$74.0K
8,466
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$71.0K
5,484
-1%
增持
IEFA
ISHARES TR
+$68.0K
9,196
+12%
增持
EXPE
EXPEDIA GROUP INC
+$66.0K
3,062
+15%
增持
AMZN
AMAZON COM INC
-$66.0K
645
+2%
增持
CSCO
CISCO SYS INC
+$65.0K
10,314
+10%
增持
PEP
PEPSICO INC
+$64.0K
6,349
+6%
增持
FITB
FIFTH THIRD BANCORP
+$63.0K
14,302
+0%
增持
CME
CME GROUP INC
-$58.0K
3,277
+1%
增持
CFG
CITIZENS FINL GROUP INC
+$56.0K
8,070
+14%
增持
PYPL
PAYPAL HLDGS INC
-$55.0K
1,960
+1%
增持
PLD
PROLOGIS INC.
+$54.0K
7,210
+1%
增持
VUG
VANGUARD INDEX FDS
+$54.0K
2,529
+7%
减持
—
ASML HOLDING N V
+$54.0K
1,419
-2%
增持
QCOM
QUALCOMM INC
-$51.0K
3,825
+1%
增持
STIP
ISHARES TR
+$49.0K
5,707
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$49.0K
36,651
+1%
增持
MGK
VANGUARD WORLD FD
+$49.0K
3,677
+4%
减持
PM
PHILIP MORRIS INTL INC
-$48.0K
4,502
-6%
增持
VLUE
ISHARES TR
+$47.0K
8,718
+10%
增持
V
VISA INC
-$46.0K
6,420
+2%
增持
PFE
PFIZER INC
+$46.0K
11,145
+1%
增持
MCD
MCDONALDS CORP
+$45.0K
4,137
+0%
增持
MA
MASTERCARD INCORPORATED
-$44.0K
3,605
+1%
增持
HYG
ISHARES TR
+$43.0K
6,971
+8%
增持
SBUX
STARBUCKS CORP
+$40.0K
4,846
+10%
增持
BAC
BK OF AMERICA CORP
+$39.0K
7,975
+10%
增持
EFAV
ISHARES TR
+$38.0K
9,790
+6%
减持
DIS
DISNEY WALT CO
-$37.0K
5,321
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$35.0K
2,619
-1%
增持
CRL
CHARLES RIV LABS INTL INC
+$35.0K
731
+1%
增持
CRM
SALESFORCE COM INC
+$35.0K
1,065
+3%
增持
VB
VANGUARD INDEX FDS
+$34.0K
4,987
+6%
增持
PAYX
PAYCHEX INC
+$33.0K
5,682
+1%
增持
IP
INTERNATIONAL PAPER CO
-$33.0K
6,680
+1%
增持
KEY
KEYCORP
+$33.0K
21,212
+3%
增持
SYF
SYNCHRONY FINANCIAL
+$33.0K
11,312
+6%
增持
—
TRANE TECHNOLOGIES PLC
-$32.0K
3,232
+1%
减持
ZTS
ZOETIS INC
+$29.0K
5,212
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$28.0K
2,194
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.0K
17,007
+7%
增持
SNPS
SYNOPSYS INC
+$28.0K
895
+3%
增持
MGV
VANGUARD WORLD FD
+$28.0K
6,477
+6%
增持
ROP
ROPER TECHNOLOGIES INC
-$28.0K
1,446
+1%
增持
DGRO
ISHARES TR
+$26.0K
15,452
+4%
减持
SPGI
S&P GLOBAL INC
+$24.0K
1,903
-1%
增持
PG
PROCTER AND GAMBLE CO
+$24.0K
4,532
+0%
增持
—
NXP SEMICONDUCTORS N V
-$23.0K
4,761
+2%
增持
—
AVANGRID INC
-$23.0K
8,569
+0%
增持
ARCC
ARES CAPITAL CORP
+$22.0K
20,671
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$22.0K
13,754
+1%
增持
VBR
VANGUARD INDEX FDS
+$22.0K
1,819
+10%
增持
IEMG
ISHARES INC
+$21.0K
13,413
+11%
减持
ALLY
ALLY FINL INC
+$20.0K
17,088
-0%
增持
MET
METLIFE INC
+$20.0K
9,374
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$19.0K
3,675
+1%
增持
TRU
TRANSUNION
+$18.0K
6,483
+0%
减持
SHW
SHERWIN WILLIAMS CO
+$18.0K
2,408
-0%
增持
IWN
ISHARES TR
+$18.0K
1,583
+11%
增持
VOE
VANGUARD INDEX FDS
+$18.0K
5,773
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$16.0K
2,830
-2%
增持
ES
EVERSOURCE ENERGY
+$16.0K
5,507
+2%
增持
MPC
MARATHON PETE CORP
+$16.0K
6,788
+2%
增持
VXF
VANGUARD INDEX FDS
+$16.0K
1,338
+11%
增持
CMCSA
COMCAST CORP NEW
-$15.0K
17,483
+0%
增持
KO
COCA COLA CO
-$14.0K
12,129
+1%
增持
T
AT&T INC
-$14.0K
17,703
+4%
增持
META
FACEBOOK INC
-$14.0K
4,924
+2%
增持
USHY
ISHARES TR
+$12.0K
7,991
+4%
增持
ABT
ABBOTT LABS
+$12.0K
1,912
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$11.0K
4,852
+5%
增持
MRK
MERCK & CO INC
-$11.0K
9,637
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$10.0K
5,806
+2%
增持
IWM
ISHARES TR
-$10.0K
7,383
+4%
增持
BCE
BCE INC
+$9.0K
8,046
+1%
增持
VOT
VANGUARD INDEX FDS
+$9.0K
1,324
+3%
增持
NVDA
NVIDIA CORPORATION
+$9.0K
1,291
+301%
增持
XLE
SELECT SECTOR SPDR TR
-$8.0K
5,038
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$8.0K
2,488
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$7.0K
1,428
-9%
减持
GOOG
ALPHABET INC
+$7.0K
121
-4%
增持
WMT
WALMART INC
-$6.0K
6,901
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$6.0K
3,990
-0%
增持
EMR
EMERSON ELEC CO
-$5.0K
4,984
+1%
增持
MO
ALTRIA GROUP INC
+$5.0K
7,998
+6%
增持
CVX
CHEVRON CORP NEW
-$4.0K
3,811
+2%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
-$3.0K
1,642
+1%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
-$3.0K
1,871
+2%
增持
XT
ISHARES TR
-$2.0K
8,091
+0%
减持
HD
HOME DEPOT INC
-$2.0K
4,009
-3%
增持
CTAS
CINTAS CORP
+$2.0K
2,189
+1%
增持
NOC
NORTHROP GRUMMAN CORP
-$2.0K
1,489
+1%
增持
D
DOMINION ENERGY INC
+$1.0K
5,064
+1%
减持
SPYM
SPDR SER TR
-$1.0K
35,435
-0%
增持
CINF
CINCINNATI FINL CORP
+$1.0K
4,340
+2%
增持
ETR
ENTERGY CORP NEW
+$1.0K
2,964
+1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$1.0K
12,310
+0%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.0K
12,578
+1%
