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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 148 项
建仓 16
增持 95
减持 34
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
VCRB
VANGUARD MALVERN FDS
+$7.9M
99,801
增持
BOXX
EA SERIES TRUST
+$4.9M
54,960
+444%
增持
VOO
VANGUARD INDEX FDS
+$4.4M
120,112
+2%
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
DFCF
DIMENSIONAL ETF TRUST
-$3.6M
8,851
-91%
增持
IVV
ISHARES TR
+$2.8M
7,412
+181%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.7M
19,209
增持
VUG
VANGUARD INDEX FDS
+$1.6M
42,408
+8%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.1M
88,341
-23%
增持
IUSB
ISHARES TR
+$1.1M
34,725
+171%
增持
IVW
ISHARES TR
+$957.3K
13,275
+291%
增持
QUAL
ISHARES TR
+$825.3K
6,414
+237%
增持
DYNF
BLACKROCK ETF TRUST
+$754.6K
21,028
+246%
增持
TSLA
TESLA INC
+$687.6K
10,569
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$661.0K
13,133
-1%
增持
AAPL
APPLE INC
+$626.7K
15,019
+10%
增持
VB
VANGUARD INDEX FDS
+$624.2K
17,763
+8%
建仓
IVE
ISHARES TR
+$616.2K
3,125
增持
SPIB
SPDR SER TR
+$507.7K
119,758
+10%
建仓
MBB
ISHARES TR
+$501.2K
5,231
建仓
EFV
ISHARES TR
+$481.0K
8,361
建仓
EFG
ISHARES TR
+$461.9K
4,291
建仓
IYW
ISHARES TR
+$428.0K
2,823
增持
WMT
WALMART INC
+$360.7K
23,877
+3%
增持
V
VISA INC
+$344.7K
6,670
+18%
增持
MCD
MCDONALDS CORP
+$331.3K
4,971
+7%
建仓
BINC
BLACKROCK ETF TRUST II
+$328.1K
6,130
增持
XNTK
SPDR SER TR
+$328.1K
12,798
+14%
清仓
SHY
ISHARES TR
-$324.2K
0
-100%
建仓
TLT
ISHARES TR
+$322.7K
3,290
增持
UNH
UNITEDHEALTH GROUP INC
+$319.3K
3,428
+4%
增持
AVGO
BROADCOM INC
+$316.6K
15,984
+952%
建仓
BAC
BANK AMERICA CORP
+$307.5K
7,750
增持
IEFA
ISHARES TR
+$297.9K
31,354
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$293.7K
2,090
+5%
增持
NVDA
NVIDIA CORPORATION
+$287.9K
21,028
+15%
增持
MO
ALTRIA GROUP INC
+$253.1K
19,027
+21%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$250.0K
1,131
建仓
EMXC
ISHARES INC
+$245.1K
4,010
清仓
AGG
ISHARES TR
-$242.0K
0
-100%
增持
EEM
ISHARES TR
+$238.9K
28,515
+14%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$227.9K
2,555
增持
KVUE
KENVUE INC
+$221.5K
31,471
+13%
增持
DVY
ISHARES TR
+$217.5K
12,167
+3%
建仓
VBR
VANGUARD INDEX FDS
+$216.8K
1,080
建仓
GLD
SPDR GOLD TR
+$216.8K
892
建仓
CWI
SPDR INDEX SHS FDS
+$214.6K
7,049
增持
GOVT
ISHARES TR
+$214.5K
23,006
+60%
清仓
D
DOMINION ENERGY INC
-$211.7K
0
-100%
增持
T
AT&T INC
+$205.4K
49,222
+7%
增持
HD
HOME DEPOT INC
+$200.5K
2,750
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$198.6K
51,717
-10%
增持
PM
PHILIP MORRIS INTL INC
+$197.1K
7,229
+8%
增持
—
ASML HOLDING N V
-$192.3K
1,479
+6%
减持
VTI
VANGUARD INDEX FDS
-$184.0K
11,437
-11%
增持
JPM
JPMORGAN CHASE & CO.
+$175.8K
9,937
+5%
增持
ABBV
ABBVIE INC
+$174.9K
4,063
+11%
增持
—
TRANE TECHNOLOGIES PLC
+$173.4K
2,278
+5%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$170.3K
17,819
+10%
增持
IP
INTERNATIONAL PAPER CO
+$165.3K
20,661
+6%
增持
CSCO
CISCO SYS INC
+$163.5K
15,382
+12%
增持
OKE
ONEOK INC NEW
+$151.1K
8,813
+10%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$150.8K
9,783
+11%
增持
—
UNILEVER PLC
+$144.7K
9,073
+12%
减持
TMUS
T-MOBILE US INC
+$135.6K
4,961
-2%
增持
VICI
VICI PPTYS INC
+$132.8K
17,323
+12%
增持
META
META PLATFORMS INC
+$132.0K
1,454
+5%
增持
NEE
NEXTERA ENERGY INC
+$130.6K
8,602
+2%
增持
SO
SOUTHERN CO
+$130.5K
6,518
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$120.4K
1,810
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$120.2K
22,866
-15%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$115.5K
835
+43%
增持
PG
PROCTER AND GAMBLE CO
+$111.2K
5,621
+7%
增持
SON
SONOCO PRODS CO
+$110.2K
12,087
+11%
增持
NOC
NORTHROP GRUMMAN CORP
+$105.1K
1,122
+0%
增持
PEP
PEPSICO INC
+$104.6K
7,713
+5%
增持
WMB
WILLIAMS COS INC
+$99.6K
24,259
+2%
增持
STWD
STARWOOD PPTY TR INC
+$96.5K
22,824
+17%
减持
DIS
DISNEY WALT CO
-$96.4K
6,261
-11%
增持
SPGI
S&P GLOBAL INC
+$81.7K
967
+3%
减持
—
NXP SEMICONDUCTORS N V
-$81.1K
2,318
-2%
增持
SHYG
ISHARES TR
+$79.8K
21,046
+6%
增持
TJX
TJX COS INC NEW
+$77.9K
2,743
+24%
增持
AMZN
AMAZON COM INC
+$74.1K
14,147
+7%
增持
CME
CME GROUP INC
+$73.6K
2,198
+5%
增持
AMLP
ALPS ETF TR
+$72.6K
12,881
+16%
增持
IWF
ISHARES TR
+$69.3K
1,815
+8%
减持
HYG
ISHARES TR
-$69.2K
11,544
-11%
增持
ARCC
ARES CAPITAL CORP
+$64.6K
31,448
+10%
增持
IEMG
ISHARES INC
+$63.6K
7,761
+9%
增持
MSFT
MICROSOFT CORP
+$61.8K
9,948
+5%
增持
VOE
VANGUARD INDEX FDS
+$61.4K
3,336
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$60.4K
3,531
+0%
减持
SPYM
SPDR SER TR
+$57.3K
27,907
-2%
减持
COST
COSTCO WHSL CORP NEW
-$56.8K
1,235
-9%
增持
IWS
ISHARES TR
+$56.6K
3,134
+6%
增持
CTAS
CINTAS CORP
+$55.5K
6,188
+256%
减持
VZ
VERIZON COMMUNICATIONS INC
-$54.1K
6,201
-23%
减持
FITB
FIFTH THIRD BANCORP
+$53.8K
8,582
-0%
减持
DFVX
DIMENSIONAL ETF TRUST
-$52.5K
11,239
-12%
增持
—
DHT HOLDINGS INC
+$51.4K
53,585
+15%
减持
SMMD
ISHARES TR
-$51.0K
4,339
-21%
增持
ADBE
ADOBE INC
-$50.8K
1,419
+0%
增持
GOOGL
ALPHABET INC
-$50.7K
16,089
+8%
减持
MET
METLIFE INC
+$50.3K
4,116
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$47.0K
3,159
+0%
增持
NVO
NOVO-NORDISK A S
-$42.5K
2,610
+5%
增持
CRM
SALESFORCE INC
+$41.4K
1,471
+5%
增持
MGV
VANGUARD WORLD FD
+$40.3K
3,894
+0%
减持
EOG
EOG RES INC
-$39.1K
4,064
-5%
增持
VOT
VANGUARD INDEX FDS
+$39.1K
2,597
+1%
增持
—
EXXON MOBIL CORP
+$39.0K
4,492
+6%
减持
ROP
ROPER TECHNOLOGIES INC
-$33.8K
850
-5%
增持
EMB
ISHARES TR
+$32.8K
3,660
+5%
减持
HCA
HCA HEALTHCARE INC
+$32.3K
1,387
-16%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$30.8K
4,955
-11%
增持
SCHK
SCHWAB STRATEGIC TR
+$30.5K
8,131
+2%
增持
COF
CAPITAL ONE FINL CORP
+$29.7K
1,623
+5%
增持
PAYX
PAYCHEX INC
+$28.7K
1,828
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$28.6K
4,893
+10%
减持
DUK
DUKE ENERGY CORP NEW
+$27.2K
2,240
-3%
增持
GOOG
ALPHABET INC
+$26.1K
1,513
+22%
减持
CINF
CINCINNATI FINL CORP
+$25.7K
2,310
-5%
减持
GIS
GENERAL MLS INC
+$25.0K
3,339
-5%
减持
PLD
PROLOGIS INC.
+$24.9K
3,108
-5%
增持
MINT
PIMCO ETF TR
+$23.4K
4,550
+5%
减持
SPYG
SPDR SER TR
+$22.3K
12,243
-1%
增持
AMGN
AMGEN INC
+$21.6K
2,082
+0%
增持
VXUS
VANGUARD STAR FDS
+$18.4K
4,121
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$17.7K
5,147
+0%
减持
PWR
QUANTA SVCS INC
-$16.8K
1,494
-18%
减持
SPY
SPDR S&P 500 ETF TR
-$16.2K
355
-12%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$16.1K
17,205
+1%
增持
KLAC
KLA CORP
-$16.0K
352
+1%
增持
VBK
VANGUARD INDEX FDS
+$15.5K
856
+0%
增持
FSK
FS KKR CAP CORP
+$13.8K
25,244
+3%
减持
—
ACCENTURE PLC IRELAND
+$13.0K
624
-9%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$11.5K
7,806
-14%
增持
CVX
CHEVRON CORP NEW
+$10.9K
5,582
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.6K
2,250
+2%
减持
MGK
VANGUARD WORLD FD
+$8.6K
2,049
-1%
增持
CSX
CSX CORP
+$8.6K
7,141
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$7.3K
7,297
+3%
减持
KO
COCA COLA CO
-$6.8K
4,347
-13%
增持
MRK
MERCK & CO INC
-$6.7K
8,382
+8%
增持
VLO
VALERO ENERGY CORP
+$3.4K
3,386
+17%
增持
MPC
MARATHON PETE CORP
+$3.1K
2,530
+7%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.0K
4,886
-6%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$1.2K
15,337
-1%
