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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 22
减持 80
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
VTI
VANGUARD INDEX FDS
+$3.3M
17,444
建仓
DFCF
DIMENSIONAL ETF TRUST
+$2.8M
68,248
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.1M
215,308
-16%
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
VOO
VANGUARD INDEX FDS
+$1.9M
36,105
+10%
建仓
SPYG
SPDR SER TR
+$1.2M
24,140
减持
AMZN
AMAZON COM INC
-$1.0M
10,109
-38%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$884.0K
21,069
减持
AAPL
APPLE INC
-$861.0K
12,220
-31%
增持
USMV
ISHARES TR
+$821.0K
24,553
+71%
清仓
AGG
ISHARES TR
-$806.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$737.0K
8,744
-28%
减持
GOOGL
ALPHABET INC
-$663.0K
11,536
-34%
减持
VZ
VERIZON COMMUNICATIONS INC
-$655.0K
8,198
-68%
清仓
MGK
VANGUARD WORLD FD
-$609.0K
0
-100%
清仓
MGV
VANGUARD WORLD FD
-$573.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$572.0K
0
-100%
清仓
EQIX
EQUINIX INC
-$568.0K
0
-100%
清仓
META
META PLATFORMS INC
-$543.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$533.0K
9,326
+37%
清仓
IVW
ISHARES TR
-$522.0K
0
-100%
清仓
NNN
NATIONAL RETAIL PROPERTIES I
-$515.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$469.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$458.0K
0
-100%
清仓
VLUE
ISHARES TR
-$450.0K
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC
-$445.0K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$445.0K
0
-100%
清仓
IEFA
ISHARES TR
-$391.0K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$388.0K
0
-100%
清仓
ICSH
ISHARES TR
-$388.0K
0
-100%
清仓
TRU
TRANSUNION
-$382.0K
0
-100%
清仓
DWM
WISDOMTREE TR
-$376.0K
0
-100%
清仓
SHY
ISHARES TR
-$351.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$350.0K
12,300
-5%
建仓
OKE
ONEOK INC NEW
+$348.0K
5,294
清仓
IGSB
ISHARES TR
-$346.0K
0
-100%
清仓
IYR
ISHARES TR
-$322.0K
0
-100%
建仓
UGI
UGI CORP NEW
+$301.0K
8,132
清仓
IWM
ISHARES TR
-$293.0K
0
-100%
减持
HYD
VANECK ETF TRUST
-$291.0K
4,602
-56%
清仓
LQD
ISHARES TR
-$267.0K
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$264.0K
48,287
-22%
清仓
NHI
NATIONAL HEALTH INVS INC
-$253.0K
0
-100%
清仓
IGIB
ISHARES TR
-$246.0K
0
-100%
增持
DVY
ISHARES TR
+$244.0K
5,769
+37%
建仓
VLO
VALERO ENERGY CORP
+$243.0K
1,917
清仓
VBR
VANGUARD INDEX FDS
-$237.0K
0
-100%
清仓
SRE
SEMPRA
-$235.0K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$234.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$233.0K
8,063
+10%
减持
COST
COSTCO WHSL CORP NEW
-$227.0K
1,538
-22%
清仓
VOT
VANGUARD INDEX FDS
-$225.0K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$224.0K
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$224.0K
0
-100%
清仓
WPC
WP CAREY INC
-$223.0K
0
-100%
清仓
IEI
ISHARES TR
-$219.0K
0
-100%
清仓
BXMT
BLACKSTONE MTG TR INC
-$217.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$216.0K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$211.0K
2,455
建仓
SPY
SPDR S&P 500 ETF TR
+$210.0K
549
减持
TMUS
T-MOBILE US INC
-$210.0K
5,725
-24%
建仓
PECO
PHILLIPS EDISON & CO INC
+$206.0K
6,457
建仓
—
EXXON MOBIL CORP
+$203.0K
1,841
建仓
CAT
CATERPILLAR INC
+$202.0K
844
减持
VOE
VANGUARD INDEX FDS
-$197.0K
2,860
-40%
减持
DHR
DANAHER CORPORATION
-$196.0K
3,039
-22%
减持
UNH
UNITEDHEALTH GROUP INC
-$182.0K
2,662
-16%
减持
HYG
ISHARES TR
-$179.0K
2,786
-48%
减持
V
VISA INC
-$165.0K
4,605
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$164.0K
2,046
-20%
增持
XLV
SELECT SECTOR SPDR TR
+$163.0K
4,828
+19%
减持
CME
CME GROUP INC
-$157.0K
2,516
-23%
增持
STIP
ISHARES TR
+$155.0K
13,576
+12%
减持
MA
MASTERCARD INCORPORATED
-$146.0K
2,305
-31%
减持
—
ASML HOLDING N V
+$139.0K
1,352
-6%
减持
HD
HOME DEPOT INC
-$137.0K
2,906
-24%
增持
T
AT&T INC
+$136.0K
27,921
+13%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$132.0K
13,916
+17%
减持
ZTS
ZOETIS INC
-$127.0K
2,857
-22%
增持
KMB
KIMBERLY-CLARK CORP
+$121.0K
3,130
+16%
减持
PAYX
PAYCHEX INC
-$114.0K
2,281
-32%
减持
ES
EVERSOURCE ENERGY
-$111.0K
3,707
-31%
增持
BDX
BECTON DICKINSON & CO
+$111.0K
1,335
+30%
减持
PEP
PEPSICO INC
-$110.0K
7,176
-17%
减持
MET
METLIFE INC
-$110.0K
6,163
-33%
减持
KO
COCA COLA CO
-$108.0K
6,505
-30%
减持
FITB
FIFTH THIRD BANCORP
-$106.0K
10,126
-26%
减持
FHN
FIRST HORIZON CORPORATION
-$105.0K
16,904
-25%
增持
OGE
OGE ENERGY CORP
+$105.0K
9,323
+29%
增持
GPC
GENUINE PARTS CO
+$103.0K
3,353
+5%
减持
NEE
NEXTERA ENERGY INC
-$103.0K
8,877
-18%
减持
DIS
DISNEY WALT CO
-$100.0K
4,050
-15%
减持
—
AVANGRID INC
-$95.0K
5,413
-31%
减持
CTAS
CINTAS CORP
-$95.0K
1,762
-23%
减持
—
ACCENTURE PLC IRELAND
-$93.0K
1,260
-24%
减持
SNPS
SYNOPSYS INC
-$92.0K
725
-31%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$89.0K
25,559
+24%
减持
NOC
NORTHROP GRUMMAN CORP
-$89.0K
1,115
-25%
增持
TFC
TRUIST FINL CORP
+$89.0K
8,002
+37%
减持
COP
CONOCOPHILLIPS
-$88.0K
1,736
-39%
增持
CAG
CONAGRA BRANDS INC
+$86.0K
7,708
+19%
减持
AEP
AMERICAN ELEC PWR CO INC
-$83.0K
4,361
-24%
减持
MPC
MARATHON PETE CORP
-$81.0K
4,818
-25%
减持
—
TRANE TECHNOLOGIES PLC
-$79.0K
2,445
-28%
增持
IP
INTERNATIONAL PAPER CO
+$78.0K
14,143
+9%
减持
PG
PROCTER AND GAMBLE CO
-$78.0K
6,797
-23%
减持
—
NXP SEMICONDUCTORS N V
-$77.0K
3,010
-20%
增持
—
UNILEVER PLC
+$77.0K
5,698
+19%
减持
BCE
BCE INC
-$76.0K
5,640
-27%
减持
JNJ
JOHNSON & JOHNSON
-$75.0K
5,318
-14%
减持
KEY
KEYCORP
-$73.0K
17,110
-26%
增持
SO
SOUTHERN CO
+$72.0K
3,862
+29%
减持
CINF
CINCINNATI FINL CORP
-$71.0K
2,849
-30%
减持
DUK
DUKE ENERGY CORP NEW
-$71.0K
3,298
-25%
减持
GIS
GENERAL MLS INC
-$69.0K
3,615
-26%
减持
SCHX
SCHWAB STRATEGIC TR
+$69.0K
74,884
-4%
减持
CFG
CITIZENS FINL GROUP INC
-$67.0K
7,521
-29%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$61.0K
6,295
-28%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$61.0K
7,151
-4%
减持
WMB
WILLIAMS COS INC
+$58.0K
21,156
-5%
减持
MCD
MCDONALDS CORP
-$58.0K
4,975
-16%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$54.0K
4,351
-21%
减持
LMT
LOCKHEED MARTIN CORP
+$52.0K
1,716
-15%
减持
ETR
ENTERGY CORP NEW
-$52.0K
2,420
-25%
减持
SPGI
S&P GLOBAL INC
-$51.0K
1,194
-19%
减持
CVX
CHEVRON CORP NEW
-$50.0K
2,818
-27%
建仓
ALLY
ALLY FINL INC
+$50.0K
50,000
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$47.0K
1,666
-25%
减持
HCA
HCA HEALTHCARE INC
+$47.0K
2,758
-18%
减持
EOG
EOG RES INC
-$46.0K
4,477
-20%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$42.0K
11,850
-20%
减持
AXP
AMERICAN EXPRESS CO
-$39.0K
1,781
-21%
减持
PM
PHILIP MORRIS INTL INC
+$36.0K
5,825
-13%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$33.0K
6,353
-10%
减持
CSCO
CISCO SYS INC
+$32.0K
12,300
-11%
减持
IWS
ISHARES TR
-$30.0K
1,903
-21%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$27.0K
1,171
-19%
减持
SPYM
SPDR SER TR
+$27.0K
27,940
-5%
减持
MO
ALTRIA GROUP INC
+$24.0K
12,136
-8%
减持
JPM
JPMORGAN CHASE & CO
-$23.0K
5,960
-24%
减持
PFE
PFIZER INC
+$22.0K
14,364
-12%
减持
MRK
MERCK & CO INC
+$22.0K
9,899
-21%
增持
D
DOMINION ENERGY INC
-$19.0K
10,007
+9%
减持
SCHM
SCHWAB STRATEGIC TR
+$19.0K
4,500
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$19.0K
1,158
-20%
减持
SBUX
STARBUCKS CORP
-$19.0K
3,790
-19%
增持
INTC
INTEL CORP
+$19.0K
13,171
+3%
增持
SCHK
SCHWAB STRATEGIC TR
+$19.0K
7,863
+0%
减持
CMCSA
COMCAST CORP NEW
-$17.0K
16,268
-19%
减持
SCHB
SCHWAB STRATEGIC TR
+$16.0K
8,618
-2%
减持
ARCC
ARES CAPITAL CORP
+$15.0K
33,122
-6%
