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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 54
减持 71
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$4.6M
14,999
+102%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
123,047
+2%
减持
BOXX
EA SERIES TRUST
-$2.6M
30,437
-45%
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
SPIB
SPDR SER TR
+$2.4M
197,904
+65%
增持
TSLA
TESLA INC
+$2.0M
11,791
+12%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.8M
55,348
-37%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$1.4M
75,000
增持
VUG
VANGUARD INDEX FDS
+$1.2M
42,665
+1%
增持
IUSB
ISHARES TR
+$1.1M
59,874
+72%
增持
IEFA
ISHARES TR
+$809.0K
46,331
+48%
减持
AVGO
BROADCOM INC
+$768.7K
15,208
-5%
建仓
VFH
VANGUARD WORLD FD
+$763.2K
6,464
减持
—
ASML HOLDING N V
-$741.0K
709
-52%
建仓
GS
GOLDMAN SACHS GROUP INC
+$649.9K
1,135
增持
DVY
ISHARES TR
+$631.5K
17,328
+42%
清仓
IVE
ISHARES TR
-$616.2K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$592.1K
2,471
增持
VB
VANGUARD INDEX FDS
+$572.5K
19,919
+12%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$554.1K
26,297
增持
WMB
WILLIAMS COS INC
+$512.4K
29,930
+23%
增持
GOOGL
ALPHABET INC
+$495.2K
16,712
+4%
增持
AMZN
AMAZON COM INC
+$491.8K
14,257
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$490.1K
12,254
-7%
清仓
EFV
ISHARES TR
-$481.0K
0
-100%
减持
VCRB
VANGUARD MALVERN FDS
-$468.9K
98,066
-2%
清仓
EFG
ISHARES TR
-$461.9K
0
-100%
清仓
IYW
ISHARES TR
-$428.0K
0
-100%
减持
IVW
ISHARES TR
-$403.2K
8,548
-36%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$382.3K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$374.4K
630
增持
DYNF
BLACKROCK ETF TRUST
+$355.9K
27,243
+30%
增持
AAPL
APPLE INC
+$352.2K
15,381
+2%
减持
PEP
PEPSICO INC
-$342.1K
6,376
-17%
增持
QUAL
ISHARES TR
+$335.3K
8,341
+30%
清仓
NVO
NOVO-NORDISK A S
-$310.8K
0
-100%
增持
OKE
ONEOK INC NEW
+$308.9K
11,076
+26%
减持
UNH
UNITEDHEALTH GROUP INC
-$302.4K
3,364
-2%
建仓
IGEB
ISHARES TR
+$289.4K
6,524
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$287.6K
4,591
-41%
建仓
ETR
ENTERGY CORP NEW
+$278.4K
3,672
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$262.6K
0
-100%
减持
V
VISA INC
+$261.2K
6,629
-1%
清仓
GIS
GENERAL MLS INC
-$246.6K
0
-100%
清仓
EMXC
ISHARES INC
-$245.1K
0
-100%
增持
MBB
ISHARES TR
+$243.1K
8,118
+55%
减持
JPM
JPMORGAN CHASE & CO.
+$242.5K
9,753
-2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$239.7K
3,169
减持
LMT
LOCKHEED MARTIN CORP
-$238.6K
2,024
-3%
建仓
SHY
ISHARES TR
+$238.5K
2,909
建仓
CFG
CITIZENS FINL GROUP INC
+$217.2K
4,963
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$217.2K
0
-100%
清仓
CWI
SPDR INDEX SHS FDS
-$214.6K
0
-100%
减持
—
NXP SEMICONDUCTORS N V
-$210.3K
1,665
-28%
建仓
USIG
ISHARES TR
+$209.2K
4,160
清仓
SPY
SPDR S&P 500 ETF TR
-$203.5K
0
-100%
减持
WMT
WALMART INC
+$202.2K
23,578
-1%
减持
MRK
MERCK & CO INC
-$201.6K
7,542
-10%
建仓
VXF
VANGUARD INDEX FDS
+$200.0K
1,053
增持
SCHX
SCHWAB STRATEGIC TR
-$199.1K
142,791
+176%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$190.0K
21,278
-7%
减持
—
DHT HOLDINGS INC
-$184.3K
43,783
-18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$176.9K
1,812
+0%
增持
DFVX
DIMENSIONAL ETF TRUST
+$168.1K
13,854
+23%
增持
BINC
BLACKROCK ETF TRUST II
+$163.0K
9,441
+54%
减持
NVDA
NVIDIA CORPORATION
+$162.9K
20,229
-4%
减持
IEMG
ISHARES INC
-$148.1K
5,696
-27%
增持
CTAS
CINTAS CORP
-$140.3K
6,206
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$135.8K
627
-25%
增持
XNTK
SPDR SER TR
+$134.5K
13,192
+3%
减持
SON
SONOCO PRODS CO
-$128.7K
10,882
-10%
减持
EEM
ISHARES TR
-$122.1K
28,350
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$119.2K
3,190
-10%
减持
NEE
NEXTERA ENERGY INC
-$118.6K
8,489
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$108.6K
1,817
-4%
减持
ADBE
ADOBE INC
-$107.7K
1,410
-1%
增持
DIS
DISNEY WALT CO
+$107.7K
6,376
+2%
增持
SHYG
ISHARES TR
+$104.4K
23,896
+14%
增持
FSK
FS KKR CAP CORP
+$104.4K
27,736
+10%
增持
CSCO
CISCO SYS INC
+$102.8K
15,566
+1%
减持
PLD
PROLOGIS INC.
-$100.2K
2,766
-11%
增持
T
AT&T INC
+$99.3K
51,920
+5%
减持
HYG
ISHARES TR
-$91.4K
10,624
-8%
减持
ZTS
ZOETIS INC
-$77.4K
2,345
-0%
减持
VLO
VALERO ENERGY CORP
-$72.5K
3,138
-7%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$72.4K
20,026
+4%
减持
TLT
ISHARES TR
-$72.2K
2,869
-13%
减持
CRM
SALESFORCE INC
+$67.8K
1,407
-4%
减持
—
TRANE TECHNOLOGIES PLC
-$67.4K
2,215
-3%
增持
—
UNILEVER PLC
-$64.9K
9,250
+2%
增持
MCD
MCDONALDS CORP
-$64.8K
4,998
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$64.5K
16,051
-7%
减持
MPC
MARATHON PETE CORP
-$63.3K
2,501
-1%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$60.1K
10,080
+3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$59.9K
2,865
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$59.4K
5,480
-12%
减持
MA
MASTERCARD INCORPORATED
+$58.2K
2,240
-1%
增持
GOVT
ISHARES TR
+$58.1K
26,006
+13%
增持
COF
CAPITAL ONE FINL CORP
+$58.0K
1,688
+4%
减持
HD
HOME DEPOT INC
-$58.0K
2,715
-1%
减持
KO
COCA COLA CO
-$56.7K
4,107
-6%
增持
ABBV
ABBVIE INC
-$54.8K
4,206
+4%
增持
META
META PLATFORMS INC
+$51.9K
1,510
+4%
增持
KVUE
KENVUE INC
-$51.4K
31,687
+1%
增持
VICI
VICI PPTYS INC
-$49.1K
18,072
+4%
增持
MSFT
MICROSOFT CORP
+$48.8K
10,271
+3%
增持
SO
SOUTHERN CO
-$47.4K
6,564
+1%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$46.7K
17,928
+1%
减持
—
EXXON MOBIL CORP
-$44.5K
4,482
-0%
减持
CSX
CSX CORP
-$43.6K
6,291
-12%
增持
SCHG
SCHWAB STRATEGIC TR
+$41.1K
20,716
+302%
增持
PWR
QUANTA SVCS INC
+$39.4K
1,534
+3%
减持
MO
ALTRIA GROUP INC
-$38.3K
17,839
-6%
增持
GOOG
ALPHABET INC
+$35.4K
1,514
+0%
减持
MGV
VANGUARD WORLD FD
-$35.0K
3,719
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$33.7K
845
-1%
增持
BAC
BANK AMERICA CORP
+$33.4K
7,757
+0%
减持
VXUS
VANGUARD STAR FDS
-$32.3K
3,980
-3%
减持
EOG
EOG RES INC
-$31.6K
3,818
-6%
减持
PM
PHILIP MORRIS INTL INC
-$31.5K
7,030
-3%
减持
VTI
VANGUARD INDEX FDS
+$31.4K
11,283
-1%
减持
VOE
VANGUARD INDEX FDS
-$30.0K
3,272
-2%
减持
SPGI
S&P GLOBAL INC
-$29.9K
943
-2%
减持
IWF
ISHARES TR
-$28.7K
1,625
-10%
减持
SPYM
SPDR SER TR
+$27.6K
27,728
-1%
减持
TMUS
T-MOBILE US INC
+$27.4K
4,762
-4%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$27.3K
4,493
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$25.6K
2,160
-4%
减持
IP
INTERNATIONAL PAPER CO
+$25.2K
19,222
-7%
减持
IWS
ISHARES TR
-$24.8K
3,013
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$24.2K
15,385
+215%
减持
COST
COSTCO WHSL CORP NEW
+$24.0K
1,221
-1%
增持
AMLP
ALPS ETF TR
+$22.4K
13,070
+1%
增持
STWD
STARWOOD PPTY TR INC
+$19.5K
25,574
+12%
减持
ARCC
ARES CAPITAL CORP
+$16.5K
30,839
-2%
减持
CME
CME GROUP INC
+$16.0K
2,157
-2%
增持
SCHD
SCHWAB STRATEGIC TR
-$14.5K
18,685
+201%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$14.3K
2,867
+12%
减持
CVX
CHEVRON CORP NEW
-$14.3K
5,577
-0%
减持
VOT
VANGUARD INDEX FDS
+$13.5K
2,545
-2%
减持
TJX
TJX COS INC NEW
-$12.5K
2,565
-6%
增持
SCHK
SCHWAB STRATEGIC TR
+$12.3K
16,313
+101%
减持
—
ACCENTURE PLC IRELAND
-$11.6K
594
-5%
增持
PAYX
PAYCHEX INC
+$11.2K
1,829
+0%
减持
MET
METLIFE INC
-$8.7K
4,040
-2%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$8.4K
16,787
+9%
减持
VBK
VANGUARD INDEX FDS
+$8.3K
847
-1%
减持
SPYG
SPDR SER TR
+$8.3K
11,646
-5%
减持
VBR
VANGUARD INDEX FDS
-$8.2K
1,053
-3%
减持
MGK
VANGUARD WORLD FD
-$7.9K
1,898
-7%
增持
EMB
ISHARES TR
-$6.7K
3,771
+3%
