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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 133 项
建仓 8
增持 38
减持 71
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$5.3M
47,748
+32%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.9M
137,646
-36%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.2M
28,517
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
VUG
VANGUARD INDEX FDS
+$1.1M
12,486
+34%
增持
VB
VANGUARD INDEX FDS
+$928.0K
12,702
+58%
建仓
AVGO
BROADCOM INC
+$759.0K
1,183
减持
VTI
VANGUARD INDEX FDS
-$704.0K
12,893
-26%
增持
STIP
ISHARES TR
+$666.0K
19,969
+47%
清仓
XLV
SELECT SECTOR SPDR TR
-$656.0K
0
-100%
建仓
SHYG
ISHARES TR
+$585.0K
14,038
减持
JNJ
JOHNSON & JOHNSON
-$487.0K
2,914
-45%
增持
AMZN
AMAZON COM INC
+$405.0K
12,142
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$394.0K
13,581
+10%
增持
USMV
ISHARES TR
+$370.0K
29,424
+20%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$366.0K
8,100
清仓
INTC
INTEL CORP
-$348.0K
0
-100%
清仓
IJH
ISHARES TR
-$331.0K
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$319.0K
7,690
建仓
VICI
VICI PPTYS INC
+$308.0K
9,428
建仓
PYPL
PAYPAL HLDGS INC
+$303.0K
3,992
清仓
SHW
SHERWIN WILLIAMS CO
-$298.0K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC
-$296.0K
0
-100%
减持
MRK
MERCK & CO INC
-$291.0K
7,589
-23%
减持
PG
PROCTER AND GAMBLE CO
-$289.0K
4,986
-27%
减持
UNH
UNITEDHEALTH GROUP INC
-$287.0K
2,378
-11%
减持
PEP
PEPSICO INC
-$287.0K
5,534
-23%
减持
AAPL
APPLE INC
+$274.0K
11,294
-8%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$263.0K
35,000
-28%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$256.0K
0
-100%
减持
V
VISA INC
-$241.0K
3,178
-31%
增持
HYG
ISHARES TR
+$234.0K
5,810
+109%
清仓
HYD
VANECK ETF TRUST
-$233.0K
0
-100%
清仓
—
AVANGRID INC
-$233.0K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$231.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$229.0K
3,868
-22%
清仓
TJX
TJX COS INC NEW
-$222.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$221.0K
8,041
-8%
建仓
IEFA
ISHARES TR
+$220.0K
3,296
减持
DHR
DANAHER CORPORATION
-$212.0K
2,363
-22%
清仓
GILD
GILEAD SCIENCES INC
-$211.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$206.0K
0
-100%
清仓
PECO
PHILLIPS EDISON & CO INC
-$206.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$205.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.0K
0
-100%
减持
FHN
FIRST HORIZON CORPORATION
-$186.0K
12,814
-24%
减持
MET
METLIFE INC
-$186.0K
4,483
-27%
减持
MPC
MARATHON PETE CORP
-$180.0K
2,828
-41%
减持
GOOGL
ALPHABET INC
+$178.0K
11,526
-0%
减持
TMUS
T-MOBILE US INC
-$169.0K
4,365
-24%
减持
NEE
NEXTERA ENERGY INC
-$169.0K
7,437
-16%
减持
NOC
NORTHROP GRUMMAN CORP
-$168.0K
952
-15%
减持
HD
HOME DEPOT INC
-$166.0K
2,549
-12%
增持
—
MEDTRONIC PLC
+$159.0K
4,531
+71%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$135.0K
4,905
-22%
减持
KEY
KEYCORP
-$129.0K
13,495
-21%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$120.0K
1,746
-15%
减持
—
ASML HOLDING N V
+$120.0K
1,262
-7%
减持
CTAS
CINTAS CORP
-$119.0K
1,462
-17%
减持
FITB
FIFTH THIRD BANCORP
-$118.0K
8,051
-20%
增持
IWS
ISHARES TR
+$109.0K
2,910
+53%
减持
EOG
EOG RES INC
-$108.0K
4,119
-8%
减持
—
TRANE TECHNOLOGIES PLC
-$103.0K
1,675
-31%
增持
T
AT&T INC
+$102.0K
31,984
+15%
增持
PFE
PFIZER INC
-$102.0K
15,542
+8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$102.0K
3,826
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$100.0K
71,963
-4%
增持
IP
INTERNATIONAL PAPER CO
+$98.0K
16,305
+15%
减持
CVX
CHEVRON CORP NEW
-$96.0K
2,510
-11%
减持
EMR
EMERSON ELEC CO
-$95.0K
2,990
-19%
减持
SPYM
SPDR SER TR
+$88.0K
27,939
-0%
减持
SPGI
S&P GLOBAL INC
-$86.0K
910
-24%
减持
KO
COCA COLA CO
-$86.0K
5,281
-19%
增持
OKE
ONEOK INC NEW
+$84.0K
6,805
+29%
增持
OGE
OGE ENERGY CORP
+$82.0K
11,977
+28%
增持
VLO
VALERO ENERGY CORP
+$81.0K
2,318
+21%
减持
DFCF
DIMENSIONAL ETF TRUST
-$80.0K
64,801
-5%
减持
COST
COSTCO WHSL CORP NEW
-$80.0K
1,251
-19%
减持
AEP
AMERICAN ELEC PWR CO INC
-$77.0K
3,702
-15%
增持
CSCO
CISCO SYS INC
+$75.0K
12,654
+3%
增持
UGI
UGI CORP NEW
+$72.0K
10,730
+32%
减持
SBUX
STARBUCKS CORP
-$70.0K
2,935
-23%
减持
ROP
ROPER TECHNOLOGIES INC
-$69.0K
978
-16%
减持
ETR
ENTERGY CORP NEW
-$58.0K
1,990
-18%
增持
KMB
KIMBERLY-CLARK CORP
+$58.0K
3,602
+15%
增持
—
UNILEVER PLC
+$57.0K
6,630
+16%
减持
ES
EVERSOURCE ENERGY
-$56.0K
3,262
-12%
减持
CMCSA
COMCAST CORP NEW
-$54.0K
13,588
-16%
减持
SPYG
SPDR SER TR
-$50.0K
21,181
-12%
清仓
ALLY
ALLY FINL INC
-$50.0K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$50.0K
3,010
-9%
减持
MA
MASTERCARD INCORPORATED
-$48.0K
2,076
-10%
增持
SO
SOUTHERN CO
+$48.0K
4,659
+21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.0K
7,105
-13%
减持
PAYX
PAYCHEX INC
-$44.0K
1,918
-16%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$44.0K
28,185
+10%
增持
CAG
CONAGRA BRANDS INC
+$39.0K
8,963
+16%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$38.0K
6,169
-3%
减持
PM
PHILIP MORRIS INTL INC
-$37.0K
5,689
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$36.0K
1,691
-1%
减持
BCE
BCE INC
-$33.0K
4,795
-15%
增持
TFC
TRUIST FINL CORP
-$32.0K
9,141
+14%
减持
CINF
CINCINNATI FINL CORP
-$32.0K
2,319
-19%
减持
GIS
GENERAL MLS INC
-$30.0K
3,190
-12%
增持
SCHB
SCHWAB STRATEGIC TR
+$27.0K
8,625
+0%
减持
BDX
BECTON DICKINSON & CO
-$27.0K
1,260
-6%
增持
SON
SONOCO PRODS CO
+$23.0K
10,560
+3%
增持
GPC
GENUINE PARTS CO
+$23.0K
3,614
+8%
减持
DIS
DISNEY WALT CO
-$23.0K
3,290
-19%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$22.0K
13,336
-4%
增持
SCHK
SCHWAB STRATEGIC TR
+$22.0K
7,891
+0%
增持
JPM
JPMORGAN CHASE & CO
-$22.0K
5,962
+0%
增持
VOE
VANGUARD INDEX FDS
+$22.0K
3,048
+7%
增持
—
EXXON MOBIL CORP
+$21.0K
2,045
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$20.0K
20,024
-5%
减持
—
NXP SEMICONDUCTORS N V
+$17.0K
2,646
-12%
减持
AXP
AMERICAN EXPRESS CO
-$16.0K
1,496
-16%
减持
HCA
HCA HEALTHCARE INC
+$16.0K
2,573
-7%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$16.0K
15,161
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$15.0K
1,416
-15%
减持
MO
ALTRIA GROUP INC
-$15.0K
12,107
-0%
增持
WMB
WILLIAMS COS INC
-$14.0K
22,844
+8%
减持
CME
CME GROUP INC
-$13.0K
2,142
-15%
增持
ARCC
ARES CAPITAL CORP
+$13.0K
34,175
+3%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$10.0K
10,500
-11%
增持
D
DOMINION ENERGY INC
-$9.0K
10,820
+8%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$7.0K
996
-15%
减持
ZTS
ZOETIS INC
-$7.0K
2,476
-13%
减持
—
ACCENTURE PLC IRELAND
-$6.0K
1,155
-8%
减持
WMT
WALMART INC
-$6.0K
6,218
-4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$5.0K
8,146
+14%
增持
DVY
ISHARES TR
-$3.0K
5,917
+3%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.0K
4,360
-3%
增持
—
CINGULATE INC
+$0
11,900
+1%
