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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 43
增持 78
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$10.2M
69,190
+45%
清仓
STIP
ISHARES TR
-$2.0M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
16,675
+34%
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
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
110,960
-19%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.3M
55,878
+96%
增持
VB
VANGUARD INDEX FDS
+$1.2M
18,264
+44%
增持
MSFT
MICROSOFT CORP
+$1.2M
10,264
+28%
建仓
SMMD
ISHARES TR
+$1.2M
20,063
增持
AAPL
APPLE INC
+$1.2M
15,538
+38%
增持
IEFA
ISHARES TR
+$1.1M
19,959
+506%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$935.3K
15,039
+11%
建仓
EFA
ISHARES TR
+$916.5K
12,641
建仓
SPEM
SPDR INDEX SHS FDS
+$834.1K
24,260
建仓
MGK
VANGUARD WORLD FD
+$750.4K
3,189
建仓
EQIX
EQUINIX INC
+$620.9K
792
建仓
MGV
VANGUARD WORLD FD
+$593.7K
5,722
建仓
PLD
PROLOGIS INC.
+$589.6K
4,808
建仓
AGG
ISHARES TR
+$582.3K
5,945
增持
AMZN
AMAZON COM INC
+$520.9K
13,615
+12%
增持
GOOGL
ALPHABET INC
+$518.0K
14,319
+24%
增持
AVGO
BROADCOM INC
+$513.9K
1,467
+24%
建仓
CCI
CROWN CASTLE INC
+$497.6K
4,367
建仓
EW
EDWARDS LIFESCIENCES CORP
+$489.0K
5,184
建仓
IVV
ISHARES TR
+$474.2K
1,064
建仓
NNN
NNN REIT INC
+$463.4K
10,829
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$436.9K
2,010
+42%
建仓
MINT
PIMCO ETF TR
+$425.5K
4,265
建仓
ICSH
ISHARES TR
+$420.4K
8,358
建仓
EEM
ISHARES TR
+$410.2K
10,369
增持
UNH
UNITEDHEALTH GROUP INC
+$407.5K
3,186
+34%
建仓
EMB
ISHARES TR
+$393.9K
4,552
建仓
IEMG
ISHARES INC
+$380.4K
7,718
建仓
MAA
MID-AMER APT CMNTYS INC
+$378.2K
2,490
建仓
NVDA
NVIDIA CORPORATION
+$342.6K
810
增持
VTI
VANGUARD INDEX FDS
+$338.8K
13,482
+5%
增持
MA
MASTERCARD INCORPORATED
+$335.0K
2,769
+33%
建仓
USHY
ISHARES TR
+$329.9K
9,346
建仓
GOVT
ISHARES TR
+$319.4K
13,946
建仓
NHI
NATIONAL HEALTH INVS INC
+$314.6K
6,001
建仓
HYEM
VANECK ETF TRUST
+$310.7K
16,979
建仓
SNPS
SYNOPSYS INC
+$310.4K
713
建仓
LQD
ISHARES TR
+$305.6K
2,826
增持
V
VISA INC
+$305.6K
4,302
+35%
建仓
WPC
WP CAREY INC
+$303.5K
4,493
建仓
HYD
VANECK ETF TRUST
+$303.0K
5,902
增持
JPM
JPMORGAN CHASE & CO
+$284.1K
7,296
+22%
建仓
COP
CONOCOPHILLIPS
+$280.3K
2,706
增持
HD
HOME DEPOT INC
+$278.9K
3,319
+30%
增持
CTAS
CINTAS CORP
+$268.2K
1,901
+30%
建仓
BXMT
BLACKSTONE MTG TR INC
+$265.8K
12,775
建仓
GILD
GILEAD SCIENCES INC
+$264.4K
3,430
建仓
IWM
ISHARES TR
+$261.8K
1,398
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$260.2K
46,970
+34%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$258.0K
2,810
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$257.9K
1,927
建仓
—
AVANGRID INC
+$254.4K
6,751
建仓
VBR
VANGUARD INDEX FDS
+$244.1K
1,476
建仓
PWR
QUANTA SVCS INC
+$241.4K
1,229
增持
COST
COSTCO WHSL CORP NEW
+$241.2K
1,603
+28%
建仓
—
INTERPUBLIC GROUP COS INC
+$228.9K
5,934
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$228.2K
4,963
增持
VOE
VANGUARD INDEX FDS
+$223.4K
4,570
+50%
建仓
CFG
CITIZENS FINL GROUP INC
+$223.3K
8,561
增持
WMT
WALMART INC
+$221.1K
7,241
+16%
建仓
GOOG
ALPHABET INC
+$218.5K
1,806
建仓
TJX
TJX COS INC NEW
+$217.2K
2,561
建仓
STWD
STARWOOD PPTY TR INC
+$215.1K
11,089
增持
SPYM
SPDR SER TR
+$212.3K
29,886
+7%
建仓
IEI
ISHARES TR
+$209.5K
1,818
增持
NOC
NORTHROP GRUMMAN CORP
+$185.5K
1,372
+44%
增持
—
ACCENTURE PLC IRELAND
+$173.9K
1,633
+41%
增持
TMUS
T-MOBILE US INC
+$171.0K
5,781
+32%
增持
—
TRANE TECHNOLOGIES PLC
+$169.6K
2,497
+49%
清仓
KEY
KEYCORP
-$169.0K
0
-100%
增持
—
ASML HOLDING N V
+$166.5K
1,415
+12%
减持
DHR
DANAHER CORPORATION
-$164.1K
1,796
-24%
增持
HYG
ISHARES TR
+$158.6K
7,961
+37%
增持
CVX
CHEVRON CORP NEW
+$158.0K
3,610
+44%
增持
KO
COCA COLA CO
+$147.1K
7,889
+49%
减持
SCHX
SCHWAB STRATEGIC TR
+$144.4K
69,227
-4%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$139.3K
6,683
+36%
增持
SPGI
S&P GLOBAL INC
+$135.0K
1,120
+23%
增持
—
MEDTRONIC PLC
+$131.4K
5,635
+24%
减持
DFCF
DIMENSIONAL ETF TRUST
-$121.8K
63,078
-3%
增持
PAYX
PAYCHEX INC
+$116.5K
3,008
+57%
增持
—
NXP SEMICONDUCTORS N V
+$112.4K
2,958
+12%
增持
WMB
WILLIAMS COS INC
+$112.2K
24,339
+7%
增持
ROP
ROPER TECHNOLOGIES INC
+$111.3K
1,128
+15%
减持
DVY
ISHARES TR
-$110.0K
5,145
-13%
增持
EMR
EMERSON ELEC CO
+$109.3K
4,097
+37%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$108.4K
1,210
+21%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$104.6K
10,523
-21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$102.6K
10,181
+43%
增持
FITB
FIFTH THIRD BANCORP
+$99.6K
11,965
+49%
增持
MRK
MERCK & CO INC
+$94.9K
7,816
+3%
增持
MET
METLIFE INC
+$93.9K
6,260
+40%
增持
BCE
BCE INC
+$93.7K
6,771
+41%
增持
AEP
AMERICAN ELEC PWR CO INC
+$93.4K
5,112
+38%
增持
PM
PHILIP MORRIS INTL INC
+$93.3K
6,621
+16%
增持
BDX
BECTON DICKINSON & CO
+$93.0K
1,534
+22%
减持
FHN
FIRST HORIZON CORPORATION
-$92.6K
12,018
-6%
增持
ZTS
ZOETIS INC
+$91.9K
2,926
+18%
增持
MCD
MCDONALDS CORP
+$87.5K
3,919
+1%
减持
OGE
OGE ENERGY CORP
-$86.0K
10,165
-15%
增持
ES
EVERSOURCE ENERGY
+$82.5K
4,758
+46%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$81.3K
9,874
+22%
增持
UGI
UGI CORP NEW
-$80.5K
10,846
+1%
减持
CAG
CONAGRA BRANDS INC
-$80.2K
7,617
-15%
增持
—
EXXON MOBIL CORP
+$79.9K
2,834
+39%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$79.4K
9,024
+11%
减持
SPYG
SPDR SER TR
+$77.2K
20,492
-3%
增持
CME
CME GROUP INC
+$76.4K
2,625
+23%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$76.4K
2,076
+19%
增持
MPC
MARATHON PETE CORP
+$74.8K
3,909
+38%
减持
—
UNILEVER PLC
-$74.7K
5,165
-22%
增持
EOG
EOG RES INC
+$74.1K
4,772
+16%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$74.0K
4,448
+16%
减持
SO
SOUTHERN CO
-$71.9K
3,588
-23%
减持
KMB
KIMBERLY-CLARK CORP
-$71.9K
2,978
-17%
增持
T
AT&T INC
-$70.8K
34,183
+7%
减持
OKE
ONEOK INC NEW
-$69.1K
5,879
-14%
减持
SRLN
SSGA ACTIVE ETF TR
-$68.9K
5,973
-22%
增持
AXP
AMERICAN EXPRESS CO
+$66.0K
1,797
+20%
减持
SCHB
SCHWAB STRATEGIC TR
-$63.2K
6,767
-22%
减持
HCA
HCA HEALTHCARE INC
+$62.8K
2,441
-5%
增持
CINF
CINCINNATI FINL CORP
+$59.3K
3,281
+41%
增持
ETR
ENTERGY CORP NEW
+$58.0K
2,793
+40%
减持
SCHM
SCHWAB STRATEGIC TR
-$56.4K
3,374
-23%
增持
GIS
GENERAL MLS INC
+$55.1K
4,278
+34%
增持
IP
INTERNATIONAL PAPER CO
-$54.0K
16,787
+3%
减持
CMCSA
COMCAST CORP NEW
-$53.4K
11,110
-18%
减持
VLO
VALERO ENERGY CORP
-$53.2K
2,309
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$53.0K
3,822
+27%
减持
TFC
TRUIST FINL CORP
-$51.8K
8,573
-6%
增持
PG
PROCTER AND GAMBLE CO
+$45.5K
5,183
+4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$40.1K
25,595
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$35.4K
587
+7%
增持
ARCC
ARES CAPITAL CORP
+$34.6K
35,106
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$32.9K
20,288
+1%
增持
PYPL
PAYPAL HLDGS INC
+$31.4K
5,011
+26%
减持
JNJ
JOHNSON & JOHNSON
-$31.1K
2,543
-13%
增持
IWS
ISHARES TR
+$28.5K
3,073
+6%
减持
CSCO
CISCO SYS INC
-$27.9K
12,236
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$27.1K
5,867
-5%
增持
NEE
NEXTERA ENERGY INC
+$27.0K
8,086
+9%
增持
SCHK
SCHWAB STRATEGIC TR
+$26.9K
7,921
+0%
减持
SHYG
ISHARES TR
-$26.7K
13,470
-4%
减持
USMV
ISHARES TR
-$24.6K
28,459
-3%
增持
MO
ALTRIA GROUP INC
+$24.1K
12,453
+3%
增持
GPC
GENUINE PARTS CO
+$23.4K
3,713
+3%
