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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 49
减持 68
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$9.1M
117,934
+14%
减持
VB
VANGUARD INDEX FDS
-$3.1M
16,462
-44%
建仓
XNTK
SPDR SER TR
+$2.2M
11,267
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
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.9M
0
-100%
增持
SPIB
SPDR SER TR
+$1.4M
108,394
+68%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
13,234
-17%
建仓
BOXX
EA SERIES TRUST
+$1.1M
10,096
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$876.3K
115,147
+17%
减持
VUG
VANGUARD INDEX FDS
+$762.9K
39,204
-3%
增持
NVDA
NVIDIA CORPORATION
+$748.7K
18,340
+992%
建仓
IUSB
ISHARES TR
+$580.5K
12,837
清仓
GPC
GENUINE PARTS CO
-$578.2K
0
-100%
清仓
HYD
VANECK ETF TRUST
-$561.9K
0
-100%
建仓
AMLP
ALPS ETF TR
+$534.5K
11,139
增持
GOOGL
ALPHABET INC
+$502.4K
14,928
+2%
增持
AVGO
BROADCOM INC
+$479.1K
1,520
+3%
清仓
MUB
ISHARES TR
-$452.5K
0
-100%
增持
META
META PLATFORMS INC
+$396.5K
1,388
+122%
减持
DVY
ISHARES TR
-$393.8K
11,787
-20%
减持
AAPL
APPLE INC
+$391.1K
13,640
-6%
增持
IVV
ISHARES TR
+$381.7K
2,638
+31%
增持
DFVX
DIMENSIONAL ETF TRUST
+$368.8K
12,702
+89%
建仓
NVO
NOVO-NORDISK A S
+$353.3K
2,475
减持
VONG
VANGUARD SCOTTSDALE FDS
-$347.0K
2,213
-65%
减持
SPYG
SPDR SER TR
-$341.2K
12,394
-32%
建仓
QUAL
ISHARES TR
+$324.8K
1,902
建仓
IVW
ISHARES TR
+$313.8K
3,391
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$302.1K
0
-100%
清仓
IWM
ISHARES TR
-$297.8K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$287.7K
16,978
-25%
增持
TSLA
TESLA INC
+$286.8K
10,499
+3%
建仓
DYNF
BLACKROCK ETF TRUST
+$285.6K
6,085
增持
VOT
VANGUARD INDEX FDS
+$284.3K
2,584
+97%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$272.8K
582
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$267.0K
0
-100%
清仓
SUB
ISHARES TR
-$249.2K
0
-100%
建仓
CSX
CSX CORP
+$238.0K
7,115
清仓
CFG
CITIZENS FINL GROUP INC
-$229.4K
0
-100%
清仓
NNN
NNN REIT INC
-$226.7K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$225.1K
57,707
-9%
清仓
ETR
ENTERGY CORP NEW
-$224.4K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$223.4K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$220.5K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$219.6K
404
清仓
USB
US BANCORP DEL
-$213.8K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$213.4K
1,541
清仓
—
LYONDELLBASELL INDUSTRIES N
-$212.4K
0
-100%
清仓
DTE
DTE ENERGY CO
-$208.6K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$206.8K
2,271
-10%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$202.4K
4,458
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$202.0K
0
-100%
清仓
SRE
SEMPRA
-$201.6K
0
-100%
清仓
CWI
SPDR INDEX SHS FDS
-$200.2K
0
-100%
增持
WMT
WALMART INC
+$189.0K
23,148
+1%
减持
DIS
DISNEY WALT CO
-$188.6K
7,036
-3%
增持
EEM
ISHARES TR
+$185.7K
25,096
+17%
减持
HD
HOME DEPOT INC
-$183.6K
2,654
-7%
增持
MGK
VANGUARD WORLD FD
+$181.9K
2,072
+27%
减持
IWS
ISHARES TR
-$181.4K
2,964
-31%
清仓
F
FORD MTR CO DEL
-$164.2K
0
-100%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$162.4K
5,589
-32%
减持
VOE
VANGUARD INDEX FDS
-$161.3K
3,310
-22%
减持
SON
SONOCO PRODS CO
-$135.1K
10,847
-8%
减持
MSFT
MICROSOFT CORP
+$134.3K
9,439
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$130.1K
26,866
-8%
减持
CINF
CINCINNATI FINL CORP
-$129.6K
2,444
-27%
减持
PLD
PROLOGIS INC.
-$127.1K
3,273
-14%
减持
MRK
MERCK & CO INC
-$124.4K
7,743
-6%
减持
MET
METLIFE INC
-$115.7K
4,120
-25%
减持
ABBV
ABBVIE INC
-$109.6K
3,658
-10%
增持
UNH
UNITEDHEALTH GROUP INC
+$108.7K
3,308
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$100.9K
1,807
-5%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$96.8K
16,201
+12%
减持
CME
CME GROUP INC
-$96.4K
2,092
-11%
减持
—
ACCENTURE PLC IRELAND
-$93.3K
684
-21%
减持
SCHB
SCHWAB STRATEGIC TR
-$93.3K
5,217
-24%
减持
MPC
MARATHON PETE CORP
-$93.3K
2,358
-5%
减持
SMMD
ISHARES TR
-$92.6K
5,509
-17%
增持
MGV
VANGUARD WORLD FD
+$91.9K
3,875
+26%
减持
FITB
FIFTH THIRD BANCORP
-$89.9K
8,602
-21%
减持
NOC
NORTHROP GRUMMAN CORP
-$87.9K
1,118
-7%
减持
KO
COCA COLA CO
-$80.5K
5,015
-23%
减持
GIS
GENERAL MLS INC
-$75.8K
3,503
-18%
增持
T
AT&T INC
+$73.5K
45,916
+1%
增持
IEFA
ISHARES TR
+$71.9K
29,588
+6%
增持
—
UNILEVER PLC
+$69.1K
8,087
+8%
增持
FSK
FS KKR CAP CORP
+$65.7K
24,545
+12%
增持
STWD
STARWOOD PPTY TR INC
+$62.2K
19,466
+29%
减持
—
ASML HOLDING N V
+$62.1K
1,393
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$60.7K
2,165
-0%
减持
ADBE
ADOBE INC
+$58.9K
1,414
-2%
减持
HCA
HCA HEALTHCARE INC
-$58.6K
1,654
-7%
增持
V
VISA INC
-$58.5K
5,674
+2%
减持
AMGN
AMGEN INC
+$58.2K
2,078
-0%
减持
COST
COSTCO WHSL CORP NEW
+$58.0K
1,355
-9%
增持
—
LINDE PLC
+$56.6K
677
+31%
增持
GOVT
ISHARES TR
+$55.1K
14,399
+22%
增持
SO
SOUTHERN CO
+$53.6K
5,895
+5%
减持
GOOG
ALPHABET INC
-$52.4K
1,237
-33%
减持
NEE
NEXTERA ENERGY INC
+$52.1K
8,425
-1%
减持
PG
PROCTER AND GAMBLE CO
-$50.3K
5,229
-7%
减持
—
NXP SEMICONDUCTORS N V
+$49.8K
2,369
-0%
增持
VICI
VICI PPTYS INC
+$47.8K
15,510
+17%
减持
DUK
DUKE ENERGY CORP NEW
-$47.5K
2,305
-20%
减持
CVX
CHEVRON CORP NEW
-$46.6K
5,186
-5%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$46.4K
3,530
+5%
增持
MCD
MCDONALDS CORP
-$42.8K
4,640
+7%
增持
—
EXXON MOBIL CORP
+$41.7K
4,236
+10%
减持
PH
PARKER-HANNIFIN CORP
-$41.6K
721
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$40.5K
3,158
-14%
减持
AMZN
AMAZON COM INC
+$40.4K
13,257
-5%
减持
AGG
ISHARES TR
-$40.4K
2,493
-14%
增持
PEP
PEPSICO INC
-$36.6K
7,318
+3%
增持
—
DHT HOLDINGS INC
+$35.2K
46,643
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$33.8K
9,490
+1%
减持
CSCO
CISCO SYS INC
-$33.5K
13,789
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$33.4K
899
-7%
增持
VLO
VALERO ENERGY CORP
-$33.2K
2,895
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$32.4K
1,900
+11%
增持
EOG
EOG RES INC
+$32.3K
4,280
+8%
增持
PWR
QUANTA SVCS INC
+$31.7K
1,819
+10%
增持
SNPS
SYNOPSYS INC
+$31.7K
666
+4%
减持
VXUS
VANGUARD STAR FDS
-$30.8K
4,119
-11%
减持
ZTS
ZOETIS INC
-$28.8K
2,352
-9%
增持
KVUE
KENVUE INC
-$27.6K
27,856
+12%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$25.7K
9,096
-0%
减持
SPGI
S&P GLOBAL INC
-$23.3K
937
-10%
增持
SHY
ISHARES TR
+$23.1K
3,971
+8%
减持
PM
PHILIP MORRIS INTL INC
+$22.2K
6,715
-7%
减持
CTAS
CINTAS CORP
-$20.9K
1,740
-4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$20.0K
8,790
+7%
增持
CRM
SALESFORCE INC
-$19.5K
1,405
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$18.9K
8,064
-4%
增持
DFCF
DIMENSIONAL ETF TRUST
-$18.1K
96,673
+1%
减持
MO
ALTRIA GROUP INC
+$17.9K
15,764
-2%
减持
VTI
VANGUARD INDEX FDS
-$17.5K
12,794
-3%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$13.7K
15,441
-5%
增持
HYG
ISHARES TR
+$13.5K
12,914
+2%
减持
SHYG
ISHARES TR
-$12.4K
19,764
-1%
减持
SPYM
SPDR SER TR
+$12.2K
28,543
-3%
减持
WMB
WILLIAMS COS INC
-$12.0K
23,714
-9%
减持
TMUS
T-MOBILE US INC
+$10.2K
5,041
-6%
减持
D
DOMINION ENERGY INC
-$9.8K
4,321
-4%
增持
ARCC
ARES CAPITAL CORP
+$9.5K
28,497
+2%
减持
IEMG
ISHARES INC
-$7.9K
7,136
-6%
增持
PAYX
PAYCHEX INC
-$7.6K
1,827
+0%
增持
VBK
VANGUARD INDEX FDS
+$7.4K
853
+8%
增持
SRLN
SSGA ACTIVE ETF TR
+$5.9K
7,116
+3%
减持
OKE
ONEOK INC NEW
+$5.3K
7,996
-1%
增持
EMB
ISHARES TR
+$2.9K
3,500
+2%
