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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 147 项
建仓 11
增持 59
减持 60
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$5.2M
32,940
+103%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
256,940
-9%
建仓
USMV
ISHARES TR
+$949.0K
14,352
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
VLUE
ISHARES TR
-$946.0K
5,496
-64%
清仓
IVV
ISHARES TR
-$938.0K
0
-100%
清仓
USHY
ISHARES TR
-$809.0K
0
-100%
建仓
NNN
NATIONAL RETAIL PROPERTIES I
+$515.0K
12,924
减持
IEFA
ISHARES TR
-$475.0K
7,428
-50%
建仓
MAA
MID-AMER APT CMNTYS INC
+$445.0K
2,872
清仓
XLE
SELECT SECTOR SPDR TR
-$442.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$403.0K
2,211
-20%
减持
MSFT
MICROSOFT CORP
-$397.0K
12,169
-3%
清仓
AMAT
APPLIED MATLS INC
-$393.0K
0
-100%
建仓
ICSH
ISHARES TR
+$388.0K
7,767
减持
CMCSA
COMCAST CORP NEW
-$382.0K
19,988
-19%
清仓
XT
ISHARES TR
-$376.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$353.0K
6,209
+67%
增持
VUG
VANGUARD INDEX FDS
+$344.0K
6,797
+36%
减持
IYR
ISHARES TR
-$342.0K
3,954
-45%
减持
MA
MASTERCARD INCORPORATED
-$321.0K
3,333
-17%
清仓
EXPE
EXPEDIA GROUP INC
-$311.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$309.0K
3,154
-15%
减持
META
META PLATFORMS INC
-$305.0K
4,002
-24%
清仓
USB
US BANCORP DEL
-$298.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$296.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$280.0K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$276.0K
0
-100%
减持
V
VISA INC
-$271.0K
6,316
-11%
建仓
NHI
NATIONAL HEALTH INVS INC
+$253.0K
4,474
清仓
NVDA
NVIDIA CORPORATION
-$253.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$249.0K
7,862
-17%
减持
BAC
BK OF AMERICA CORP
-$243.0K
7,156
-52%
清仓
SPDW
SPDR INDEX SHS FDS
-$227.0K
0
-100%
减持
KO
COCA COLA CO
-$225.0K
9,317
-21%
建仓
WPC
WP CAREY INC
+$223.0K
3,189
建仓
TJX
TJX COS INC NEW
+$217.0K
3,492
建仓
BXMT
BLACKSTONE MTG TR INC
+$217.0K
9,287
清仓
IWN
ISHARES TR
-$214.0K
0
-100%
清仓
IEMG
ISHARES INC
-$213.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$213.0K
0
-100%
建仓
CAG
CONAGRA BRANDS INC
+$212.0K
6,486
清仓
SPY
SPDR S&P 500 ETF TR
-$211.0K
0
-100%
建仓
—
UNILEVER PLC
+$210.0K
4,796
清仓
GOOG
ALPHABET INC
-$210.0K
0
-100%
建仓
SO
SOUTHERN CO
+$204.0K
2,994
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$200.0K
2,545
-7%
增持
MRK
MERCK & CO INC
+$195.0K
12,490
+29%
减持
VOE
VANGUARD INDEX FDS
-$190.0K
4,792
-20%
减持
ZTS
ZOETIS INC
-$178.0K
3,679
-13%
增持
PG
PROCTER AND GAMBLE CO
+$176.0K
8,774
+35%
减持
COST
COSTCO WHSL CORP NEW
-$171.0K
1,968
-14%
减持
NEE
NEXTERA ENERGY INC
-$169.0K
10,781
-18%
增持
PEP
PEPSICO INC
+$165.0K
8,612
+16%
增持
MCD
MCDONALDS CORP
+$165.0K
5,933
+22%
增持
GOOGL
ALPHABET INC
-$163.0K
17,579
+1978%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$156.0K
12,916
-2%
增持
STIP
ISHARES TR
+$153.0K
12,075
+21%
减持
CCI
CROWN CASTLE INC
-$151.0K
3,166
-12%
减持
SPGI
S&P GLOBAL INC
-$150.0K
1,477
-17%
减持
CINF
CINCINNATI FINL CORP
-$146.0K
4,055
-5%
减持
AAPL
APPLE INC
-$134.0K
17,724
-6%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$128.0K
7,067
-22%
增持
PYPL
PAYPAL HLDGS INC
+$119.0K
5,445
+9%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$119.0K
14,805
+1%
减持
AXP
AMERICAN EXPRESS CO
-$115.0K
2,241
-25%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$107.0K
5,506
-1%
减持
IWS
ISHARES TR
-$105.0K
2,398
-27%
减持
CME
CME GROUP INC
-$104.0K
3,274
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$104.0K
20,543
+48%
减持
LMT
LOCKHEED MARTIN CORP
-$102.0K
2,027
-2%
增持
GPC
GENUINE PARTS CO
+$102.0K
3,206
+13%
减持
—
MEDTRONIC PLC
-$100.0K
2,649
-24%
减持
SPYM
SPDR SER TR
-$98.0K
29,303
-2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$98.0K
7,464
+13%
增持
PFE
PFIZER INC
-$98.0K
16,327
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$96.0K
78,201
+9%
减持
DHR
DANAHER CORPORATION
-$91.0K
3,881
-10%
减持
AMZN
AMAZON COM INC
-$91.0K
16,431
-10%
增持
PLD
PROLOGIS INC.
-$89.0K
5,626
+0%
增持
EQIX
EQUINIX INC
-$84.0K
998
+1%
减持
LQD
ISHARES TR
-$77.0K
2,604
-17%
增持
PM
PHILIP MORRIS INTL INC
-$77.0K
6,668
+4%
减持
SHY
ISHARES TR
-$75.0K
4,326
-16%
增持
—
ASML HOLDING N V
-$74.0K
1,444
+2%
减持
AGG
ISHARES TR
-$72.0K
8,365
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$71.0K
4,420
-2%
增持
IP
INTERNATIONAL PAPER CO
-$70.0K
12,994
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$66.0K
25,754
+43%
增持
SON
SONOCO PRODS CO
+$65.0K
10,971
+12%
增持
—
TRANE TECHNOLOGIES PLC
+$54.0K
3,386
+1%
增持
D
DOMINION ENERGY INC
-$53.0K
9,155
+7%
减持
MO
ALTRIA GROUP INC
-$52.0K
13,153
-6%
减持
DWM
WISDOMTREE TR
-$51.0K
9,374
-0%
增持
T
AT&T INC
-$49.0K
24,646
+21%
增持
ROP
ROPER TECHNOLOGIES INC
-$49.0K
1,443
+0%
增持
WMB
WILLIAMS COS INC
-$41.0K
22,294
+2%
增持
INTC
INTEL CORP
-$40.0K
12,766
+29%
减持
HD
HOME DEPOT INC
-$40.0K
3,825
-4%
增持
VB
VANGUARD INDEX FDS
+$37.0K
7,299
+6%
增持
OGE
OGE ENERGY CORP
+$37.0K
7,251
+23%
增持
COP
CONOCOPHILLIPS
+$36.0K
2,861
+0%
增持
DIS
DISNEY WALT CO
+$36.0K
4,791
+9%
减持
HCA
HCA HEALTHCARE INC
+$35.0K
3,346
-3%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$35.0K
5,192
-8%
增持
ES
EVERSOURCE ENERGY
-$35.0K
5,410
+0%
增持
—
ACCENTURE PLC IRELAND
-$34.0K
1,668
+0%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$34.0K
8,687
-1%
减持
EMR
EMERSON ELEC CO
-$33.0K
4,785
-1%
增持
—
AVANGRID INC
-$32.0K
7,868
+1%
减持
SBUX
STARBUCKS CORP
+$32.0K
4,691
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$31.0K
2,699
+34%
增持
CSCO
CISCO SYS INC
-$31.0K
13,850
+1%
增持
DVY
ISHARES TR
+$30.0K
4,215
+18%
增持
SNPS
SYNOPSYS INC
+$29.0K
1,058
+9%
增持
TFC
TRUIST FINL CORP
+$27.0K
5,848
+22%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$27.0K
8,844
-5%
减持
BDX
BECTON DICKINSON & CO
-$26.0K
1,025
-0%
增持
KEY
KEYCORP
-$24.0K
23,152
+1%
增持
MGK
VANGUARD WORLD FD
-$24.0K
3,495
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
-$24.0K
2,980
+5%
增持
ARCC
ARES CAPITAL CORP
+$22.0K
35,375
+10%
减持
CTAS
CINTAS CORP
+$22.0K
2,296
-1%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$21.0K
11,934
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$19.0K
5,086
-8%
增持
SCHB
SCHWAB STRATEGIC TR
-$16.0K
8,807
+1%
增持
MGV
VANGUARD WORLD FD
-$16.0K
6,376
+4%
增持
MET
METLIFE INC
-$16.0K
9,147
+0%
减持
GIS
GENERAL MLS INC
-$15.0K
4,861
-5%
减持
IGIB
ISHARES TR
-$14.0K
5,091
-0%
减持
VBR
VANGUARD INDEX FDS
-$14.0K
1,655
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$14.0K
1,483
-0%
增持
CFG
CITIZENS FINL GROUP INC
-$13.0K
10,571
+0%
增持
SCHK
SCHWAB STRATEGIC TR
-$13.0K
7,829
+0%
减持
SCHM
SCHWAB STRATEGIC TR
-$12.0K
4,562
-1%
减持
IWM
ISHARES TR
-$11.0K
1,774
-1%
减持
IEI
ISHARES TR
-$10.0K
1,915
-0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$10.0K
14,256
+0%
增持
—
NXP SEMICONDUCTORS N V
+$5.0K
3,751
+1%
减持
TMUS
T-MOBILE US INC
-$4.0K
7,536
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0K
4,068
+6%
减持
EOG
EOG RES INC
+$3.0K
5,604
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$2.0K
1,317
+198%
增持
IGSB
ISHARES TR
-$2.0K
7,020
+2%
减持
WMT
WALMART INC
+$2.0K
7,198
-6%
增持
VOT
VANGUARD INDEX FDS
-$2.0K
1,318
+2%
增持
CVX
CHEVRON CORP NEW
-$1.0K
3,868
+1%
增持
SRE
SEMPRA
+$1.0K
1,570
+1%
