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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 63
减持 59
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$9.3M
103,690
+12%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
40,383
+16%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.9M
3
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
15,928
+8%
增持
VB
VANGUARD INDEX FDS
+$1.4M
29,300
+18%
增持
TSLA
TESLA INC
+$1.3M
10,187
+466%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.1M
98,746
+15%
增持
NVDA
NVIDIA CORPORATION
+$793.6K
1,679
+15%
清仓
EQIX
EQUINIX INC
-$581.5K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$528.9K
22,688
-32%
增持
V
VISA INC
+$527.2K
5,546
+41%
清仓
EFA
ISHARES TR
-$512.5K
0
-100%
清仓
—
MEDTRONIC PLC
-$501.1K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$500.7K
6,210
增持
IVV
ISHARES TR
+$495.6K
2,020
+70%
增持
DVY
ISHARES TR
+$455.9K
14,773
+27%
增持
AMZN
AMAZON COM INC
+$455.8K
13,979
+3%
建仓
MUB
ISHARES TR
+$452.5K
4,205
增持
JPM
JPMORGAN CHASE & CO
+$418.0K
9,415
+9%
清仓
EMR
EMERSON ELEC CO
-$366.8K
0
-100%
增持
AVGO
BROADCOM INC
+$364.1K
1,480
+3%
增持
IWF
ISHARES TR
+$363.4K
1,679
+151%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$362.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$352.6K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$345.4K
63,371
-0%
建仓
AMT
AMERICAN TOWER CORP NEW
+$336.9K
1,705
增持
—
ASML HOLDING N V
+$312.7K
1,404
+1%
建仓
VOT
VANGUARD INDEX FDS
+$308.9K
1,310
减持
AAPL
APPLE INC
-$306.7K
14,472
-0%
建仓
SHY
ISHARES TR
+$301.1K
3,682
建仓
SPYV
SPDR SER TR
+$296.5K
5,918
增持
VONG
VANGUARD SCOTTSDALE FDS
+$294.4K
6,399
+92%
减持
MSFT
MICROSOFT CORP
+$293.0K
9,708
-4%
建仓
KLAC
KLA CORP
+$286.4K
410
建仓
VXUS
VANGUARD STAR FDS
+$279.1K
4,629
增持
SCHG
SCHWAB STRATEGIC TR
+$276.4K
5,142
+113%
减持
VTI
VANGUARD INDEX FDS
+$272.7K
13,236
-1%
清仓
LQD
ISHARES TR
-$268.8K
0
-100%
建仓
SUB
ISHARES TR
+$249.2K
2,379
清仓
ICSH
ISHARES TR
-$248.8K
0
-100%
建仓
—
LINDE PLC
+$240.5K
518
清仓
SBUX
STARBUCKS CORP
-$239.1K
0
-100%
增持
DIS
DISNEY WALT CO
+$235.2K
7,251
+0%
增持
ABBV
ABBVIE INC
+$231.3K
4,047
+24%
清仓
PFE
PFIZER INC
-$229.3K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$221.7K
0
-100%
增持
PEP
PEPSICO INC
+$216.2K
7,106
+17%
清仓
IEI
ISHARES TR
-$213.6K
0
-100%
增持
MRK
MERCK & CO INC
+$211.0K
8,207
+3%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$208.6K
0
-100%
清仓
GVI
ISHARES TR
-$207.5K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$206.0K
790
增持
GOOGL
ALPHABET INC
+$204.5K
14,687
+2%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$202.0K
3,834
建仓
CWI
SPDR INDEX SHS FDS
+$200.2K
7,049
减持
AGG
ISHARES TR
-$193.1K
2,883
-40%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$192.0K
9,126
-21%
减持
—
ACCENTURE PLC IRELAND
-$187.6K
868
-38%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$177.6K
5,329
-42%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$176.8K
8,221
+21%
增持
WMT
WALMART INC
+$171.4K
22,907
+199%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$170.1K
3,351
-24%
减持
ARCC
ARES CAPITAL CORP
-$162.2K
28,066
-25%
减持
SPYM
SPDR SER TR
+$156.5K
29,491
-1%
减持
ADBE
ADOBE INC
-$154.6K
1,440
-3%
增持
WMB
WILLIAMS COS INC
+$151.3K
26,169
+5%
增持
T
AT&T INC
+$149.7K
45,681
+17%
减持
SMMD
ISHARES TR
-$147.2K
6,667
-30%
减持
CTAS
CINTAS CORP
+$143.2K
1,804
-1%
增持
IP
INTERNATIONAL PAPER CO
+$139.3K
21,640
+11%
增持
PG
PROCTER AND GAMBLE CO
+$136.1K
5,625
+6%
增持
—
DHT HOLDINGS INC
+$135.8K
43,870
+17%
减持
PAYX
PAYCHEX INC
-$129.6K
1,825
-39%
增持
OKE
ONEOK INC NEW
+$129.2K
8,067
+9%
增持
—
EXXON MOBIL CORP
+$121.2K
3,836
+18%
增持
VLO
VALERO ENERGY CORP
+$120.9K
2,853
+1%
增持
COST
COSTCO WHSL CORP NEW
+$120.2K
1,493
+1%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$112.7K
14,463
+28%
减持
HYG
ISHARES TR
-$110.9K
12,642
-11%
增持
SHYG
ISHARES TR
+$110.6K
19,893
+14%
增持
PH
PARKER-HANNIFIN CORP
+$105.9K
731
+12%
减持
SPIB
SPDR SER TR
-$105.8K
64,645
-4%
减持
ZTS
ZOETIS INC
-$96.7K
2,580
-4%
增持
PWR
QUANTA SVCS INC
+$91.9K
1,657
+6%
减持
—
TRANE TECHNOLOGIES PLC
+$90.0K
2,170
-6%
增持
KVUE
KENVUE INC
+$89.0K
24,886
+20%
减持
MA
MASTERCARD INCORPORATED
+$87.9K
2,510
-4%
增持
IWS
ISHARES TR
+$86.5K
4,303
+11%
增持
MO
ALTRIA GROUP INC
+$84.2K
16,051
+5%
减持
IEFA
ISHARES TR
+$82.2K
27,989
-1%
减持
MGK
VANGUARD WORLD FD
-$81.2K
1,637
-23%
减持
AEP
AMERICAN ELEC PWR CO INC
-$80.9K
3,689
-25%
增持
SO
SOUTHERN CO
+$71.7K
5,627
+19%
减持
META
META PLATFORMS INC
+$70.7K
625
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$70.6K
8,376
-25%
增持
AMGN
AMGEN INC
+$69.5K
2,079
+15%
减持
HD
HOME DEPOT INC
+$68.7K
2,860
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$68.4K
3,186
+2%
增持
CVX
CHEVRON CORP NEW
+$62.1K
5,438
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$61.5K
2,034
+7%
增持
DFVX
DIMENSIONAL ETF TRUST
+$61.2K
6,707
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$56.3K
29,058
-1%
增持
FSK
FS KKR CAP CORP
+$56.2K
21,949
+21%
减持
PLD
PROLOGIS INC.
-$55.5K
3,799
-8%
增持
EEM
ISHARES TR
+$55.3K
21,499
+4%
增持
—
UNILEVER PLC
+$53.8K
7,484
+13%
减持
DUK
DUKE ENERGY CORP NEW
-$53.4K
2,880
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$52.5K
1,893
-4%
减持
CINF
CINCINNATI FINL CORP
+$44.5K
3,369
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$44.4K
6,901
+2%
减持
CRM
SALESFORCE INC
+$42.3K
1,264
-2%
减持
VOE
VANGUARD INDEX FDS
+$41.4K
4,228
-1%
减持
MGV
VANGUARD WORLD FD
-$40.6K
3,073
-18%
增持
SCHK
SCHWAB STRATEGIC TR
+$38.1K
8,008
+0%
减持
ES
EVERSOURCE ENERGY
-$38.1K
3,737
-12%
增持
IEMG
ISHARES INC
+$35.6K
7,556
+8%
减持
DTE
DTE ENERGY CO
-$35.1K
1,860
-16%
减持
MET
METLIFE INC
+$34.6K
5,463
-2%
减持
GPC
GENUINE PARTS CO
+$32.9K
3,732
-5%
减持
GOVT
ISHARES TR
-$31.6K
11,851
-9%
减持
SRE
SEMPRA
-$30.0K
2,806
-9%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$29.8K
16,298
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$29.5K
1,582
-5%
增持
GOOG
ALPHABET INC
+$28.0K
1,834
+3%
增持
EOG
EOG RES INC
+$27.5K
3,961
+0%
减持
D
DOMINION ENERGY INC
-$24.9K
4,503
-14%
减持
SON
SONOCO PRODS CO
+$23.0K
11,847
-0%
减持
MPC
MARATHON PETE CORP
-$20.6K
2,493
-29%
减持
SPYG
SPDR SER TR
+$20.5K
18,241
-10%
增持
CFG
CITIZENS FINL GROUP INC
+$20.4K
6,321
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$20.3K
963
-6%
减持
NNN
NNN REIT INC
-$20.0K
5,304
-7%
减持
ETR
ENTERGY CORP NEW
-$19.8K
2,123
-12%
减持
—
NXP SEMICONDUCTORS N V
-$17.7K
2,372
-10%
增持
IWM
ISHARES TR
+$17.2K
1,416
+1%
增持
VICI
VICI PPTYS INC
+$17.1K
13,306
+12%
减持
SNPS
SYNOPSYS INC
+$17.1K
638
-5%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$13.6K
8,252
-4%
增持
SRLN
SSGA ACTIVE ETF TR
+$13.1K
6,923
+4%
增持
STWD
STARWOOD PPTY TR INC
+$12.2K
15,074
+8%
增持
DFCF
DIMENSIONAL ETF TRUST
-$12.1K
96,159
+1%
减持
KO
COCA COLA CO
-$11.2K
6,533
-6%
减持
USB
US BANCORP DEL
-$11.1K
4,784
-8%
减持
F
FORD MTR CO DEL
-$11.1K
12,362
-14%
减持
NEE
NEXTERA ENERGY INC
+$10.7K
8,520
-3%
增持
MINT
PIMCO ETF TR
+$9.9K
4,319
+2%
减持
CSCO
CISCO SYS INC
-$9.6K
13,798
-0%
增持
SPGI
S&P GLOBAL INC
-$9.0K
1,037
+1%
减持
CME
CME GROUP INC
-$8.0K
2,358
-4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$7.8K
3,302
-5%
