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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 49
减持 60
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$9.6M
92,886
+18%
增持
VUG
VANGUARD INDEX FDS
+$4.5M
34,792
+50%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.9M
33,316
-70%
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。
清仓
USMV
ISHARES TR
-$1.7M
0
-100%
增持
SPIB
SPDR SER TR
+$1.5M
67,591
+198%
清仓
SPEM
SPDR INDEX SHS FDS
-$1.2M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$1.2M
24,807
+14%
减持
SMMD
ISHARES TR
-$1.0M
9,495
-68%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$985.9K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$964.0K
85,952
+18%
减持
EFA
ISHARES TR
-$779.9K
6,802
-64%
清仓
CMCSA
COMCAST CORP NEW
-$511.1K
0
-100%
增持
HYG
ISHARES TR
+$506.4K
14,131
+77%
建仓
ABBV
ABBVIE INC
+$505.7K
3,263
建仓
TSLA
TESLA INC
+$447.0K
1,799
增持
SCHX
SCHWAB STRATEGIC TR
+$445.5K
63,606
+2%
增持
DVY
ISHARES TR
+$442.6K
11,635
+36%
增持
JPM
JPMORGAN CHASE & CO
+$440.7K
8,629
+22%
清仓
DHR
DANAHER CORPORATION
-$436.6K
0
-100%
清仓
USHY
ISHARES TR
-$432.3K
0
-100%
减持
MSFT
MICROSOFT CORP
+$431.6K
10,082
-5%
清仓
BDX
BECTON DICKINSON & CO
-$425.0K
0
-100%
清仓
OGE
OGE ENERGY CORP
-$384.3K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$372.7K
0
-100%
建仓
—
DHT HOLDINGS INC
+$368.7K
37,589
建仓
DFVX
DIMENSIONAL ETF TRUST
+$359.0K
6,393
清仓
NHI
NATIONAL HEALTH INVS INC
-$346.9K
0
-100%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$345.4K
11,265
建仓
CRM
SALESFORCE INC
+$338.4K
1,286
清仓
MAA
MID-AMER APT CMNTYS INC
-$323.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$322.8K
13,352
-0%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$316.0K
0
-100%
减持
D
DOMINION ENERGY INC
-$305.6K
5,243
-58%
清仓
SHY
ISHARES TR
-$302.8K
0
-100%
清仓
HYEM
VANECK ETF TRUST
-$302.6K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$295.5K
0
-100%
减持
AMZN
AMAZON COM INC
+$292.8K
13,596
-3%
减持
AGG
ISHARES TR
-$282.5K
4,791
-41%
清仓
WPC
WP CAREY INC
-$273.9K
0
-100%
清仓
UGI
UGI CORP NEW
-$273.7K
0
-100%
建仓
LQD
ISHARES TR
+$268.8K
2,429
增持
HYD
VANECK ETF TRUST
+$265.5K
10,752
+82%
增持
—
ASML HOLDING N V
+$259.9K
1,387
+3%
减持
AVGO
BROADCOM INC
+$259.7K
1,431
-11%
清仓
SCHM
SCHWAB STRATEGIC TR
-$251.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$245.5K
1,461
+33%
建仓
DTE
DTE ENERGY CO
+$243.7K
2,210
清仓
BCE
BCE INC
-$242.2K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$239.9K
0
-100%
建仓
META
META PLATFORMS INC
+$232.9K
658
建仓
SRE
SEMPRA
+$231.6K
3,099
建仓
USB
US BANCORP DEL
+$224.9K
5,197
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$212.7K
3,478
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$208.6K
4,499
清仓
SUB
ISHARES TR
-$208.3K
0
-100%
建仓
GVI
ISHARES TR
+$207.5K
1,981
清仓
KLAC
KLA CORP
-$205.9K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$204.0K
0
-100%
建仓
IWF
ISHARES TR
+$202.5K
668
建仓
SCHG
SCHWAB STRATEGIC TR
+$200.4K
2,416
增持
IEFA
ISHARES TR
+$198.5K
28,360
+2%
增持
CVX
CHEVRON CORP NEW
+$189.6K
5,335
+48%
增持
MCD
MCDONALDS CORP
+$185.9K
4,108
+5%
减持
CTAS
CINTAS CORP
+$182.8K
1,819
-4%
建仓
F
FORD MTR CO DEL
+$175.2K
14,374
减持
ICSH
ISHARES TR
-$173.6K
4,941
-41%
增持
SPYM
SPDR SER TR
+$168.8K
29,661
+0%
减持
EOG
EOG RES INC
-$151.9K
3,959
-20%
增持
SHYG
ISHARES TR
+$151.3K
17,429
+22%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$147.3K
3,335
-44%
增持
EEM
ISHARES TR
+$142.1K
20,589
+14%
减持
NNN
NNN REIT INC
-$141.3K
5,724
-48%
增持
IWS
ISHARES TR
+$132.2K
3,894
+27%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$129.8K
6,772
-26%
清仓
FHN
FIRST HORIZON CORPORATION
-$121.9K
0
-100%
减持
IVV
ISHARES TR
-$119.3K
1,186
-26%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$118.2K
4,504
-34%
增持
GILD
GILEAD SCIENCES INC
+$112.5K
4,352
+36%
增持
LMT
LOCKHEED MARTIN CORP
+$111.4K
1,906
+4%
增持
DIS
DISNEY WALT CO
+$109.2K
7,222
+8%
减持
GOOGL
ALPHABET INC
+$106.5K
14,405
-1%
减持
COST
COSTCO WHSL CORP NEW
+$106.4K
1,475
-4%
减持
ADBE
ADOBE INC
+$103.6K
1,477
-3%
减持
SPYG
SPDR SER TR
+$100.8K
20,194
-1%
增持
OKE
ONEOK INC NEW
+$99.8K
7,370
+12%
减持
EMB
ISHARES TR
-$88.1K
3,491
-28%
增持
AMGN
AMGEN INC
+$87.8K
1,811
+12%
减持
AAPL
APPLE INC
+$85.9K
14,483
-8%
增持
T
AT&T INC
+$85.3K
38,994
+3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$82.8K
8,600
-25%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.7K
14,762
-0%
减持
FITB
FIFTH THIRD BANCORP
+$81.9K
11,702
-8%
增持
PH
PARKER-HANNIFIN CORP
+$81.5K
652
+16%
增持
NEE
NEXTERA ENERGY INC
+$80.6K
8,788
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$80.5K
29,259
-3%
减持
DFCF
DIMENSIONAL ETF TRUST
+$80.1K
95,425
-3%
增持
KVUE
KENVUE INC
+$79.8K
20,673
+14%
减持
MPC
MARATHON PETE CORP
-$76.6K
3,525
-11%
增持
VICI
VICI PPTYS INC
+$75.2K
11,897
+14%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$70.6K
11,555
-5%
增持
PWR
QUANTA SVCS INC
+$70.3K
1,569
+9%
增持
SO
SOUTHERN CO
+$67.4K
4,734
+16%
减持
DUK
DUKE ENERGY CORP NEW
-$63.7K
3,420
-24%
减持
IEMG
ISHARES INC
-$63.6K
7,005
-20%
减持
TMUS
T-MOBILE US INC
+$59.8K
5,447
-6%
减持
ZTS
ZOETIS INC
+$58.0K
2,701
-1%
增持
SON
SONOCO PRODS CO
+$57.5K
11,853
+7%
减持
MGK
VANGUARD WORLD FD
+$56.2K
2,121
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$55.8K
11,196
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$54.8K
2,302
-8%
减持
NOC
NORTHROP GRUMMAN CORP
-$54.5K
1,230
-14%
减持
EMR
EMERSON ELEC CO
-$49.1K
3,769
-12%
减持
VOE
VANGUARD INDEX FDS
-$44.8K
4,260
-16%
增持
PEP
PEPSICO INC
+$44.4K
6,049
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$44.2K
6,771
+1%
减持
HD
HOME DEPOT INC
+$41.9K
2,968
-9%
减持
IWM
ISHARES TR
-$41.6K
1,398
-23%
增持
SCHK
SCHWAB STRATEGIC TR
+$39.3K
7,982
+0%
增持
STWD
STARWOOD PPTY TR INC
+$38.2K
14,001
+6%
增持
FSK
FS KKR CAP CORP
+$38.2K
18,145
+10%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$34.7K
4,391
-0%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$34.6K
16,281
+7%
增持
PFE
PFIZER INC
-$33.7K
7,966
+0%
增持
—
UNILEVER PLC
+$32.2K
6,638
+13%
减持
—
ACCENTURE PLC IRELAND
-$32.1K
1,392
-18%
增持
CSCO
CISCO SYS INC
+$31.4K
13,821
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$31.1K
3,124
-6%
增持
—
EXXON MOBIL CORP
-$29.4K
3,248
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$29.4K
466
-21%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$27.7K
9,201
-7%
减持
—
LYONDELLBASELL INDUSTRIES N
-$27.3K
2,293
-11%
减持
ES
EVERSOURCE ENERGY
-$26.7K
4,236
-15%
增持
IP
INTERNATIONAL PAPER CO
+$26.1K
19,506
+2%
增持
—
MEDTRONIC PLC
+$24.9K
6,083
+0%
减持
SPGI
S&P GLOBAL INC
+$24.9K
1,022
-12%
减持
CFG
CITIZENS FINL GROUP INC
-$22.4K
6,306
-27%
减持
AEP
AMERICAN ELEC PWR CO INC
-$21.6K
4,907
-12%
增持
ARCC
ARES CAPITAL CORP
+$21.0K
37,270
+0%
减持
KO
COCA COLA CO
-$19.8K
6,972
-9%
减持
MGV
VANGUARD WORLD FD
+$19.6K
3,729
-3%
减持
SNPS
SYNOPSYS INC
+$19.4K
675
-6%
增持
SRLN
SSGA ACTIVE ETF TR
+$17.9K
6,641
+7%
减持
EQIX
EQUINIX INC
+$17.2K
722
-7%
减持
MRK
MERCK & CO INC
-$15.7K
7,998
-7%
增持
GPC
GENUINE PARTS CO
-$15.1K
3,937
+1%
增持
CINF
CINCINNATI FINL CORP
+$14.6K
3,613
+3%
减持
—
NXP SEMICONDUCTORS N V
+$14.5K
2,636
-11%
减持
ROP
ROPER TECHNOLOGIES INC
+$13.2K
1,028
-9%
增持
SBUX
STARBUCKS CORP
+$13.0K
2,490
+1%
减持
MET
METLIFE INC
-$12.8K
5,599
-8%
