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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 29
增持 71
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$1.8M
8,792
+248%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.6M
376,908
+10%
建仓
AAXJ
ISHARES TR
+$1.1M
14,794
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。
建仓
IVV
ISHARES TR
+$1.1M
2,391
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
13,491
-2%
增持
VOO
VANGUARD INDEX FDS
+$988.0K
10,809
+22%
增持
AAPL
APPLE INC
+$924.0K
20,600
+9%
增持
MSFT
MICROSOFT CORP
+$889.0K
12,745
+18%
建仓
IYR
ISHARES TR
+$817.0K
7,549
增持
AMZN
AMAZON COM INC
+$645.0K
848
+31%
增持
VLUE
ISHARES TR
+$579.0K
13,932
+60%
减持
IEMG
ISHARES INC
-$563.0K
4,766
-64%
增持
META
META PLATFORMS INC
-$558.0K
5,006
+2%
增持
IEFA
ISHARES TR
+$555.0K
17,808
+94%
清仓
SYF
SYNCHRONY FINANCIAL
-$553.0K
0
-100%
建仓
ESGE
ISHARES INC
+$540.0K
14,708
减持
EFAV
ISHARES TR
-$534.0K
2,832
-71%
减持
—
ACCENTURE PLC IRELAND
-$521.0K
1,713
-50%
建仓
—
MEDTRONIC PLC
+$512.0K
4,619
建仓
URI
UNITED RENTALS INC
+$508.0K
1,431
建仓
AXP
AMERICAN EXPRESS CO
+$505.0K
2,700
清仓
QCOM
QUALCOMM INC
-$493.0K
0
-100%
建仓
DWM
WISDOMTREE TR
+$493.0K
9,344
减持
ARKK
ARK ETF TR
-$483.0K
8,399
-11%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$449.0K
7,039
增持
DGRO
ISHARES TR
+$442.0K
22,812
+48%
建仓
SHY
ISHARES TR
+$428.0K
5,132
减持
UNH
UNITEDHEALTH GROUP INC
+$428.0K
3,654
-1%
建仓
EOG
EOG RES INC
+$426.0K
3,571
清仓
AJG
GALLAGHER ARTHUR J & CO
-$421.0K
0
-100%
增持
USHY
ISHARES TR
+$402.0K
18,880
+136%
建仓
USB
US BANCORP DEL
+$390.0K
7,331
增持
BAC
BK OF AMERICA CORP
+$355.0K
16,836
+111%
建仓
IGSB
ISHARES TR
+$353.0K
6,827
增持
COST
COSTCO WHSL CORP NEW
+$331.0K
2,304
+4%
增持
STIP
ISHARES TR
+$330.0K
8,895
+56%
建仓
XLRE
SELECT SECTOR SPDR TR
+$309.0K
6,396
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$300.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$292.0K
469
增持
GOOGL
ALPHABET INC
+$290.0K
833
+10%
清仓
FLOT
ISHARES TR
-$279.0K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$278.0K
3,790
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$268.0K
2,722
+4%
建仓
BDX
BECTON DICKINSON & CO
+$267.0K
1,004
清仓
NWL
NEWELL BRANDS INC
-$266.0K
0
-100%
建仓
SRE
SEMPRA
+$262.0K
1,559
增持
JPM
JPMORGAN CHASE & CO
-$261.0K
9,710
+0%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$260.0K
2,001
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$260.0K
5,519
减持
T
AT&T INC
-$255.0K
9,441
-47%
减持
—
NXP SEMICONDUCTORS N V
-$244.0K
3,725
-22%
清仓
VXF
VANGUARD INDEX FDS
-$244.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$238.0K
1,068
建仓
KBE
SPDR SER TR
+$238.0K
4,553
清仓
TLT
ISHARES TR
-$236.0K
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$235.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$229.0K
2,227
减持
ZTS
ZOETIS INC
-$224.0K
4,177
-20%
增持
VB
VANGUARD INDEX FDS
+$223.0K
6,185
+24%
建仓
GPC
GENUINE PARTS CO
+$216.0K
1,715
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$216.0K
2,789
+49%
增持
PEP
PEPSICO INC
+$214.0K
6,987
+10%
建仓
AVGO
BROADCOM INC
+$213.0K
339
增持
SCHX
SCHWAB STRATEGIC TR
+$212.0K
74,749
+104%
建仓
GLD
SPDR GOLD TR
+$211.0K
1,168
建仓
—
LINDE PLC
+$207.0K
648
建仓
NEM
NEWMONT CORP
+$205.0K
2,575
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$205.0K
1,379
-45%
建仓
TJX
TJX COS INC NEW
+$204.0K
3,364
增持
XLE
SELECT SECTOR SPDR TR
+$203.0K
6,088
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$197.0K
3,513
+57%
减持
IEI
ISHARES TR
-$195.0K
2,085
-40%
增持
JNJ
JOHNSON & JOHNSON
+$195.0K
2,808
+50%
减持
CVX
CHEVRON CORP NEW
+$191.0K
3,549
-7%
增持
MA
MASTERCARD INCORPORATED
+$188.0K
4,032
+12%
增持
NVDA
NVIDIA CORPORATION
+$169.0K
1,598
+24%
减持
IWM
ISHARES TR
-$165.0K
7,065
-4%
增持
SLYV
SPDR SER TR
+$163.0K
9,140
+25%
增持
CME
CME GROUP INC
+$161.0K
3,343
+2%
减持
COP
CONOCOPHILLIPS
-$158.0K
2,746
-57%
减持
FHN
FIRST HORIZON CORPORATION
+$156.0K
22,648
-2%
增持
CTAS
CINTAS CORP
+$156.0K
2,326
+6%
增持
AMAT
APPLIED MATLS INC
+$153.0K
6,469
+19%
减持
MPC
MARATHON PETE CORP
+$149.0K
6,653
-2%
增持
V
VISA INC
+$147.0K
7,111
+11%
增持
WMT
WALMART INC
+$145.0K
7,433
+8%
减持
LQD
ISHARES TR
-$139.0K
2,794
-22%
增持
NEE
NEXTERA ENERGY INC
+$138.0K
12,703
+6%
增持
WMB
WILLIAMS COS INC
+$138.0K
14,093
+10%
增持
NOC
NORTHROP GRUMMAN CORP
+$133.0K
1,496
+0%
减持
HD
HOME DEPOT INC
-$131.0K
3,958
-1%
增持
MCD
MCDONALDS CORP
+$129.0K
4,556
+10%
减持
HYG
ISHARES TR
-$127.0K
5,866
-16%
增持
SCHB
SCHWAB STRATEGIC TR
+$127.0K
8,866
+166%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$125.0K
6,733
+59%
增持
VOE
VANGUARD INDEX FDS
+$123.0K
6,207
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$123.0K
9,397
+21%
减持
SBUX
STARBUCKS CORP
-$118.0K
4,586
-5%
增持
ABT
ABBOTT LABS
+$117.0K
2,902
+52%
增持
AEP
AMERICAN ELEC PWR CO INC
+$116.0K
5,883
+1%
减持
KO
COCA COLA CO
+$109.0K
12,014
-1%
增持
CSCO
CISCO SYS INC
+$109.0K
12,010
+16%
增持
EXPE
EXPEDIA GROUP INC
+$108.0K
3,118
+2%
增持
PG
PROCTER AND GAMBLE CO
+$107.0K
4,850
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$104.0K
15,992
-6%
增持
DIS
DISNEY WALT CO
-$100.0K
5,832
+10%
减持
PFE
PFIZER INC
+$93.0K
11,058
-1%
减持
SPGI
S&P GLOBAL INC
-$92.0K
1,749
-8%
减持
CINF
CINCINNATI FINL CORP
+$86.0K
4,280
-1%
增持
CRL
CHARLES RIV LABS INTL INC
-$82.0K
775
+6%
增持
ALLY
ALLY FINL INC
-$82.0K
18,168
+6%
增持
CMCSA
COMCAST CORP NEW
+$79.0K
22,581
+29%
增持
—
ASML HOLDING N V
-$78.0K
1,465
+3%
增持
MGV
VANGUARD WORLD FD
+$76.0K
6,615
+2%
减持
PLD
PROLOGIS INC.
+$75.0K
6,063
-16%
增持
SHW
SHERWIN WILLIAMS CO
-$72.0K
2,413
+0%
增持
MO
ALTRIA GROUP INC
+$69.0K
8,292
+4%
减持
IGIB
ISHARES TR
-$64.0K
5,284
-10%
增持
IJH
ISHARES TR
+$63.0K
1,370
+18%
增持
PYPL
PAYPAL HLDGS INC
+$62.0K
4,944
+152%
增持
IP
INTERNATIONAL PAPER CO
-$59.0K
6,820
+2%
增持
ETR
ENTERGY CORP NEW
+$58.0K
3,014
+2%
减持
MET
METLIFE INC
+$57.0K
9,045
-4%
增持
TRU
TRANSUNION
-$55.0K
6,508
+0%
增持
SNPS
SYNOPSYS INC
+$55.0K
968
+8%
减持
D
DOMINION ENERGY INC
+$51.0K
4,949
-2%
减持
GOOG
ALPHABET INC
-$49.0K
98
-19%
增持
—
TRANE TECHNOLOGIES PLC
-$48.0K
3,342
+3%
增持
GIS
GENERAL MLS INC
+$47.0K
5,275
+2%
增持
AGG
ISHARES TR
+$45.0K
9,974
+12%
减持
PAYX
PAYCHEX INC
+$45.0K
5,009
-12%
增持
TMUS
T-MOBILE US INC
+$43.0K
7,512
+4%
增持
ROP
ROPER TECHNOLOGIES INC
+$41.0K
1,453
+0%
减持
—
AVANGRID INC
-$40.0K
8,053
-6%
减持
LMT
LOCKHEED MARTIN CORP
+$38.0K
1,801
-18%
减持
BCE
BCE INC
+$38.0K
7,951
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.0K
2,732
-1%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$30.0K
8,703
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$30.0K
5,924
+15%
减持
ES
EVERSOURCE ENERGY
+$27.0K
5,408
-2%
减持
HCA
HCA HEALTHCARE INC
+$26.0K
3,411
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$26.0K
3,720
-7%
增持
CFG
CITIZENS FINL GROUP INC
+$25.0K
8,908
+10%
增持
SON
SONOCO PRODS CO
+$22.0K
6,610
+0%
增持
KEY
KEYCORP
+$21.0K
21,462
+1%
增持
EQIX
EQUINIX INC
-$21.0K
1,003
+4%
减持
MGK
VANGUARD WORLD FD
-$19.0K
3,584
-3%
减持
MRK
MERCK & CO INC
-$18.0K
8,611
-11%
减持
EMR
EMERSON ELEC CO
+$17.0K
4,955
-1%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$17.0K
14,171
+15%
