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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 60
减持 58
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.7M
283,889
-25%
减持
VUG
VANGUARD INDEX FDS
-$1.4M
4,981
-43%
清仓
DGRO
ISHARES TR
-$1.2M
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。
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
13,204
-2%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
16,241
+50%
减持
IWM
ISHARES TR
-$1.1M
1,793
-75%
清仓
AAXJ
ISHARES TR
-$1.1M
0
-100%
减持
AAPL
APPLE INC
-$1.0M
18,893
-8%
增持
AMZN
AMAZON COM INC
-$816.0K
18,341
+2063%
减持
SCHX
SCHWAB STRATEGIC TR
-$809.0K
72,012
-4%
清仓
ALLY
ALLY FINL INC
-$790.0K
0
-100%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$788.0K
14,615
清仓
SLYV
SPDR SER TR
-$762.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$698.0K
12,581
-1%
清仓
ARKK
ARK ETF TR
-$557.0K
0
-100%
建仓
IVW
ISHARES TR
+$544.0K
9,019
清仓
ESGE
ISHARES INC
-$540.0K
0
-100%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$515.0K
0
-100%
清仓
URI
UNITED RENTALS INC
-$508.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$473.0K
846
+2%
减持
AMAT
APPLIED MATLS INC
-$460.0K
4,324
-33%
减持
SPYM
SPDR SER TR
-$458.0K
29,948
-11%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$449.0K
0
-100%
建仓
DVY
ISHARES TR
+$422.0K
3,585
减持
DIS
DISNEY WALT CO
-$384.0K
4,408
-24%
建仓
CTRA
COTERRA ENERGY INC
+$383.0K
14,870
减持
IEFA
ISHARES TR
-$372.0K
14,709
-17%
建仓
IWS
ISHARES TR
+$335.0K
3,295
减持
PLD
PROLOGIS INC.
-$318.0K
5,621
-7%
减持
—
ASML HOLDING N V
-$305.0K
1,417
-3%
减持
PAYX
PAYCHEX INC
-$300.0K
3,369
-33%
增持
EXPE
EXPEDIA GROUP INC
-$299.0K
3,277
+5%
清仓
EEMA
ISHARES INC
-$293.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$280.0K
1,439
-40%
增持
HCA
HCA HEALTHCARE INC
-$275.0K
3,451
+1%
建仓
KMB
KIMBERLY-CLARK CORP
+$273.0K
2,017
增持
D
DOMINION ENERGY INC
+$265.0K
8,594
+74%
增持
META
META PLATFORMS INC
-$265.0K
5,257
+5%
清仓
—
INTERPUBLIC GROUP COS INC
-$263.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$253.0K
9,512
-2%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$248.0K
2,840
增持
PFE
PFIZER INC
+$240.0K
15,485
+40%
清仓
CAT
CATERPILLAR INC
-$238.0K
0
-100%
清仓
KBE
SPDR SER TR
-$238.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$235.0K
14,757
-12%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$229.0K
2,763
+2%
清仓
XLI
SELECT SECTOR SPDR TR
-$229.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$228.0K
4,799
减持
COST
COSTCO WHSL CORP NEW
-$227.0K
2,296
-0%
建仓
SPDW
SPDR INDEX SHS FDS
+$227.0K
7,880
建仓
OGE
OGE ENERGY CORP
+$227.0K
5,893
增持
PYPL
PAYPAL HLDGS INC
-$222.0K
5,007
+1%
清仓
CRL
CHARLES RIV LABS INTL INC
-$220.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$219.0K
6,387
+46%
清仓
AVGO
BROADCOM INC
-$213.0K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$211.0K
3,485
-3%
清仓
GLD
SPDR GOLD TR
-$211.0K
0
-100%
增持
WMB
WILLIAMS COS INC
+$208.0K
21,759
+54%
清仓
—
LINDE PLC
-$207.0K
0
-100%
清仓
NEM
NEWMONT CORP
-$205.0K
0
-100%
增持
T
AT&T INC
+$204.0K
20,359
+116%
清仓
TJX
TJX COS INC NEW
-$204.0K
0
-100%
清仓
EFAV
ISHARES TR
-$204.0K
0
-100%
减持
—
MEDTRONIC PLC
-$198.0K
3,498
-24%
增持
EOG
EOG RES INC
+$197.0K
5,644
+58%
减持
DHR
DANAHER CORPORATION
-$197.0K
4,314
-2%
增持
PG
PROCTER AND GAMBLE CO
+$191.0K
6,479
+34%
减持
AGG
ISHARES TR
-$190.0K
8,631
-13%
减持
V
VISA INC
-$184.0K
7,075
-1%
增持
NVDA
NVIDIA CORPORATION
-$183.0K
1,666
+4%
增持
MRK
MERCK & CO INC
+$175.0K
9,659
+12%
增持
WMT
WALMART INC
-$175.0K
7,664
+3%
减持
MA
MASTERCARD INCORPORATED
-$172.0K
4,022
-0%
增持
ARCC
ARES CAPITAL CORP
+$171.0K
32,068
+66%
增持
IP
INTERNATIONAL PAPER CO
+$167.0K
11,513
+69%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$167.0K
13,910
增持
CCI
CROWN CASTLE INTL CORP NEW
+$165.0K
3,618
+51%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$163.0K
6,608
+74%
增持
JNJ
JOHNSON & JOHNSON
+$163.0K
3,721
+33%
增持
GPC
GENUINE PARTS CO
+$161.0K
2,835
+65%
减持
TRU
TRANSUNION
-$160.0K
6,414
-1%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$160.0K
9,082
-3%
减持
VOE
VANGUARD INDEX FDS
-$155.0K
5,973
-4%
减持
IYR
ISHARES TR
-$153.0K
7,215
-4%
增持
MO
ALTRIA GROUP INC
+$150.0K
13,962
+68%
减持
FITB
FIFTH THIRD BANCORP
-$147.0K
13,703
-3%
增持
IVV
ISHARES TR
-$147.0K
2,475
+4%
增持
SON
SONOCO PRODS CO
+$143.0K
9,762
+48%
减持
—
NXP SEMICONDUCTORS N V
-$141.0K
3,704
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$131.0K
9,316
+38%
减持
XT
ISHARES TR
-$125.0K
7,842
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$123.0K
2,745
+0%
减持
MGV
VANGUARD WORLD FD
-$121.0K
6,120
-7%
减持
ROP
ROPER TECHNOLOGIES INC
-$118.0K
1,438
-1%
增持
SPGI
S&P GLOBAL INC
-$116.0K
1,783
+2%
减持
—
ACCENTURE PLC IRELAND
-$115.0K
1,666
-3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$109.0K
11,816
-6%
增持
VB
VANGUARD INDEX FDS
-$104.0K
6,869
+11%
减持
EMR
EMERSON ELEC CO
-$103.0K
4,815
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$97.0K
17,976
+12%
减持
USB
US BANCORP DEL
-$92.0K
6,466
-12%
减持
EQIX
EQUINIX INC
-$92.0K
993
-1%
减持
CRM
SALESFORCE INC
-$92.0K
1,288
-10%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$92.0K
5,536
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$90.0K
2,058
+14%
增持
HD
HOME DEPOT INC
-$90.0K
3,994
+1%
增持
CMCSA
COMCAST CORP NEW
-$89.0K
24,679
+9%
增持
AXP
AMERICAN EXPRESS CO
-$88.0K
3,007
+11%
减持
HYG
ISHARES TR
-$87.0K
5,376
-8%
减持
SCHB
SCHWAB STRATEGIC TR
-$87.0K
8,738
-1%
增持
KEY
KEYCORP
-$85.0K
22,935
+7%
增持
CSCO
CISCO SYS INC
-$85.0K
13,722
+14%
增持
MCD
MCDONALDS CORP
+$78.0K
4,878
+7%
减持
SCHM
SCHWAB STRATEGIC TR
-$76.0K
4,598
-4%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$75.0K
1,445
-3%
增持
USHY
ISHARES TR
+$75.0K
23,364
+24%
增持
STIP
ISHARES TR
+$75.0K
9,941
+12%
增持
—
TRANE TECHNOLOGIES PLC
-$74.0K
3,354
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$74.0K
442
-6%
减持
CINF
CINCINNATI FINL CORP
-$73.0K
4,278
-0%
增持
PEP
PEPSICO INC
+$72.0K
7,445
+7%
减持
VOT
VANGUARD INDEX FDS
-$69.0K
1,295
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$67.0K
4,500
+21%
增持
DWM
WISDOMTREE TR
-$66.0K
9,399
+1%
增持
MET
METLIFE INC
-$64.0K
9,114
+1%
增持
ZTS
ZOETIS INC
-$64.0K
4,214
+1%
减持
GOOG
ALPHABET INC
-$64.0K
96
-2%
减持
ABT
ABBOTT LABS
-$63.0K
2,581
-11%
增持
NEE
NEXTERA ENERGY INC
-$62.0K
13,096
+3%
减持
BCE
BCE INC
-$61.0K
7,736
-3%
增持
VLUE
ISHARES TR
-$61.0K
15,422
+11%
减持
VBR
VANGUARD INDEX FDS
-$60.0K
1,674
-5%
增持
SCHK
SCHWAB STRATEGIC TR
-$58.0K
7,797
+0%
增持
SBUX
STARBUCKS CORP
-$54.0K
4,751
+4%
增持
HIG
HARTFORD FINL SVCS GROUP INC
-$53.0K
8,740
+0%
减持
IEMG
ISHARES INC
-$52.0K
4,350
-9%
增持
TMUS
T-MOBILE US INC
+$51.0K
7,543
+0%
减持
IWN
ISHARES TR
-$49.0K
1,575
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$47.0K
2,177
+9%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$47.0K
1,223
-11%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$43.0K
14,213
+0%
减持
NOC
NORTHROP GRUMMAN CORP
+$42.0K
1,485
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$41.0K
559
+0%
减持
MPC
MARATHON PETE CORP
-$38.0K
6,463
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$38.0K
3,702
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$35.0K
5,754
-2%
增持
XLRE
SELECT SECTOR SPDR TR
-$33.0K
6,753
+6%
减持
IGIB
ISHARES TR
-$30.0K
5,099
-4%
减持
GIS
GENERAL MLS INC
+$30.0K
5,130
-3%
增持
CFG
CITIZENS FINL GROUP INC
-$28.0K
10,536
+18%
