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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 91
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$2.8M
78,881
+14%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
23,232
+39%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.3M
98,240
+56%
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。
建仓
SPIB
SPDR SER TR
+$713.3K
22,682
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$675.3K
72,790
+30%
清仓
CCI
CROWN CASTLE INC
-$497.6K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$483.5K
62,093
-10%
增持
VB
VANGUARD INDEX FDS
+$481.8K
21,761
+19%
增持
SMMD
ISHARES TR
+$465.9K
29,699
+48%
增持
IEFA
ISHARES TR
+$449.4K
27,919
+40%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$447.4K
0
-100%
建仓
AMGN
AMGEN INC
+$433.8K
1,614
清仓
JNJ
JOHNSON & JOHNSON
-$420.9K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$411.1K
0
-100%
减持
USMV
ISHARES TR
-$408.1K
23,587
-17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$384.1K
30,216
+49%
减持
PFE
PFIZER INC
-$377.7K
7,931
-55%
增持
EFA
ISHARES TR
+$375.9K
18,752
+48%
建仓
KVUE
KENVUE INC
+$365.3K
18,194
增持
SPEM
SPDR INDEX SHS FDS
+$356.8K
35,473
+46%
增持
DVY
ISHARES TR
+$338.3K
8,558
+66%
清仓
PYPL
PAYPAL HLDGS INC
-$334.4K
0
-100%
建仓
FSK
FS KKR CAP CORP
+$324.1K
16,461
清仓
AXP
AMERICAN EXPRESS CO
-$313.0K
0
-100%
增持
AAPL
APPLE INC
-$311.5K
15,784
+2%
清仓
LQD
ISHARES TR
-$305.6K
0
-100%
建仓
SHY
ISHARES TR
+$302.8K
3,740
增持
EEM
ISHARES TR
+$275.6K
18,071
+74%
清仓
BXMT
BLACKSTONE MTG TR INC
-$265.8K
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$264.8K
1,935
-21%
清仓
TFC
TRUIST FINL CORP
-$260.2K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$256.2K
2,178
-32%
清仓
—
AVANGRID INC
-$254.4K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$244.1K
0
-100%
减持
—
ASML HOLDING N V
-$235.5K
1,342
-5%
清仓
—
INTERPUBLIC GROUP COS INC
-$228.9K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$228.2K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$218.9K
562
增持
IVV
ISHARES TR
+$211.6K
1,597
+50%
建仓
SUB
ISHARES TR
+$208.3K
2,025
建仓
KLAC
KLA CORP
+$205.9K
449
减持
MGV
VANGUARD WORLD FD
-$205.5K
3,829
-33%
减持
ADBE
ADOBE INC
-$205.3K
1,525
-24%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$204.0K
895
减持
EW
EDWARDS LIFESCIENCES CORP
-$193.5K
4,266
-18%
增持
DIS
DISNEY WALT CO
+$192.2K
6,698
+71%
增持
GOOGL
ALPHABET INC
+$191.7K
14,563
+2%
增持
AGG
ISHARES TR
+$175.7K
8,060
+36%
减持
NEE
NEXTERA ENERGY INC
-$146.8K
7,911
-2%
增持
IP
INTERNATIONAL PAPER CO
+$145.1K
19,145
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$144.3K
3,324
+4%
增持
MPC
MARATHON PETE CORP
+$143.8K
3,962
+1%
减持
MCD
MCDONALDS CORP
-$137.3K
3,918
-0%
增持
MSFT
MICROSOFT CORP
-$135.6K
10,640
+4%
增持
NVDA
NVIDIA CORPORATION
+$135.4K
1,099
+36%
减持
VTI
VANGUARD INDEX FDS
-$125.2K
13,392
-1%
增持
USHY
ISHARES TR
+$102.4K
12,456
+33%
减持
SBUX
STARBUCKS CORP
-$93.7K
2,477
-23%
增持
COP
CONOCOPHILLIPS
+$92.4K
3,111
+15%
增持
VLO
VALERO ENERGY CORP
+$92.1K
2,561
+11%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$90.0K
4,401
-1%
增持
EOG
EOG RES INC
+$84.7K
4,976
+4%
增持
NNN
NNN REIT INC
-$75.4K
10,979
+1%
增持
WMB
WILLIAMS COS INC
+$73.1K
25,742
+6%
减持
SPYM
SPDR SER TR
-$68.1K
29,631
-1%
增持
GPC
GENUINE PARTS CO
-$68.0K
3,881
+5%
减持
BCE
BCE INC
-$66.5K
6,341
-6%
增持
ARCC
ARES CAPITAL CORP
+$65.9K
37,264
+6%
增持
AVGO
BROADCOM INC
+$64.9K
1,611
+10%
增持
WMT
WALMART INC
+$64.9K
7,522
+4%
增持
IWM
ISHARES TR
+$60.4K
1,823
+30%
增持
D
DOMINION ENERGY INC
-$57.0K
12,357
+5%
减持
EQIX
EQUINIX INC
-$56.6K
777
-2%
增持
MAA
MID-AMER APT CMNTYS INC
-$55.1K
2,512
+1%
增持
OKE
ONEOK INC NEW
+$54.8K
6,585
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.0K
14,794
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$54.0K
1,840
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$52.6K
4,482
+17%
增持
—
EXXON MOBIL CORP
+$50.2K
3,012
+6%
增持
CMCSA
COMCAST CORP NEW
+$49.5K
11,527
+4%
增持
ES
EVERSOURCE ENERGY
-$49.4K
4,955
+4%
增持
PEP
PEPSICO INC
-$48.3K
5,801
+4%
增持
PLD
PROLOGIS INC.
-$46.6K
4,839
+1%
增持
EMR
EMERSON ELEC CO
+$45.6K
4,307
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$44.5K
2,052
-1%
减持
KO
COCA COLA CO
-$44.4K
7,693
-2%
减持
HD
HOME DEPOT INC
-$44.3K
3,265
-2%
增持
STWD
STARWOOD PPTY TR INC
+$40.9K
13,233
+19%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$40.1K
30,388
+19%
增持
CINF
CINCINNATI FINL CORP
+$39.9K
3,512
+7%
增持
MO
ALTRIA GROUP INC
+$39.8K
14,361
+15%
增持
GIS
GENERAL MLS INC
-$39.5K
4,510
+5%
减持
CVX
CHEVRON CORP NEW
+$38.1K
3,595
-0%
减持
CME
CME GROUP INC
+$37.9K
2,619
-0%
增持
IEMG
ISHARES INC
+$37.5K
8,782
+14%
减持
SPYG
SPDR SER TR
-$37.2K
20,462
-0%
增持
MA
MASTERCARD INCORPORATED
+$35.4K
2,840
+3%
减持
JPM
JPMORGAN CHASE & CO
-$34.1K
7,082
-3%
增持
CSCO
CISCO SYS INC
+$33.8K
12,404
+1%
增持
NHI
NATIONAL HEALTH INVS INC
+$32.4K
6,755
+13%
减持
CTAS
CINTAS CORP
-$31.9K
1,899
-0%
减持
ETR
ENTERGY CORP NEW
-$31.6K
2,598
-7%
增持
VOE
VANGUARD INDEX FDS
+$30.1K
5,059
+11%
减持
GOVT
ISHARES TR
-$29.6K
13,145
-6%
增持
WPC
WP CAREY INC
-$29.6K
5,065
+13%
减持
MET
METLIFE INC
+$29.2K
6,089
-3%
减持
ZTS
ZOETIS INC
-$28.7K
2,731
-7%
增持
PWR
QUANTA SVCS INC
+$26.8K
1,434
+17%
增持
SHYG
ISHARES TR
+$26.2K
14,247
+6%
增持
SON
SONOCO PRODS CO
-$25.4K
11,127
+4%
减持
GILD
GILEAD SCIENCES INC
-$24.3K
3,203
-7%
增持
T
AT&T INC
+$23.8K
37,883
+11%
增持
SPGI
S&P GLOBAL INC
-$23.7K
1,164
+4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$21.8K
9,193
+2%
增持
—
UNILEVER PLC
+$20.4K
5,863
+14%
增持
GOOG
ALPHABET INC
+$20.3K
1,811
+0%
增持
—
MEDTRONIC PLC
-$20.3K
6,077
+8%
增持
BDX
BECTON DICKINSON & CO
+$20.0K
1,644
+7%
增持
OGE
OGE ENERGY CORP
+$19.3K
11,530
+13%
增持
UGI
UGI CORP NEW
-$18.9K
11,898
+10%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$17.9K
5,533
-6%
增持
SNPS
SYNOPSYS INC
+$17.7K
715
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$17.2K
111,214
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$17.1K
6,674
-1%
增持
CAG
CONAGRA BRANDS INC
-$17.0K
8,748
+15%
增持
—
ACCENTURE PLC IRELAND
+$16.6K
1,695
+4%
减持
—
NXP SEMICONDUCTORS N V
-$14.5K
2,956
-0%
增持
MRK
MERCK & CO INC
-$14.3K
8,622
+10%
减持
FHN
FIRST HORIZON CORPORATION
-$13.5K
11,063
-8%
增持
TJX
TJX COS INC NEW
+$13.4K
2,594
+1%
减持
—
LYONDELLBASELL INDUSTRIES N
-$12.8K
2,590
-8%
增持
SO
SOUTHERN CO
+$12.5K
4,087
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
-$12.3K
11,302
+11%
增持
SCHM
SCHWAB STRATEGIC TR
+$11.4K
3,709
+10%
增持
SCHK
SCHWAB STRATEGIC TR
-$10.6K
7,950
+0%
增持
TMUS
T-MOBILE US INC
+$10.6K
5,809
+0%
增持
PAYX
PAYCHEX INC
+$10.5K
3,009
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$10.5K
6,215
+4%
增持
HYG
ISHARES TR
-$10.5K
7,965
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$10.3K
5,586
+9%
增持
V
VISA INC
+$10.2K
4,486
+4%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$9.5K
11,452
+9%
增持
VICI
VICI PPTYS INC
+$9.2K
10,449
+11%
增持
CFG
CITIZENS FINL GROUP INC
+$8.1K
8,633
+1%
增持
FITB
FIFTH THIRD BANCORP
+$8.1K
12,700
+6%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$7.7K
5,954
+1%
减持
DHR
DANAHER CORPORATION
+$5.6K
1,760
-2%
增持
PG
PROCTER AND GAMBLE CO
-$5.6K
5,354
+3%
增持
EMB
ISHARES TR
+$5.1K
4,835
+6%
增持
ROP
ROPER TECHNOLOGIES INC
+$4.9K
1,130
+0%
