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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 86
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$61.7M
249,022
+102%
增持
VUG
VANGUARD INDEX FDS
+$13.8M
84,522
+98%
增持
BOXX
EA SERIES TRUST
+$13.3M
149,576
+391%
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
IVV
ISHARES TR
+$11.0M
35,302
+135%
增持
IEFA
ISHARES TR
+$8.1M
149,780
+223%
增持
SPIB
SPDR SER TR
+$7.9M
431,626
+118%
增持
VCRB
VANGUARD MALVERN FDS
+$6.4M
178,106
+82%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.3M
22,310
+82%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$3.5M
68,782
增持
MSFT
MICROSOFT CORP
+$3.4M
20,692
+101%
增持
VB
VANGUARD INDEX FDS
+$3.2M
36,174
+82%
增持
AAPL
APPLE INC
+$2.9M
30,586
+99%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
22,096
+96%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.8M
60,222
增持
QUAL
ISHARES TR
+$2.8M
24,910
+199%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
50,632
+150%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$2.7M
159,404
+506%
增持
TSLA
TESLA INC
+$2.6M
28,432
+141%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
266,142
+86%
增持
XNTK
SPDR SER TR
+$2.5M
26,746
+103%
增持
DVY
ISHARES TR
+$2.3M
34,090
+97%
增持
AMZN
AMAZON COM INC
+$2.2M
28,090
+97%
增持
WMB
WILLIAMS COS INC
+$2.1M
62,030
+107%
增持
DYNF
BLACKROCK ETF TRUST
+$2.1M
71,260
+162%
增持
GOOGL
ALPHABET INC
+$2.0M
33,524
+101%
增持
WMT
WALMART INC
+$1.9M
45,774
+94%
增持
T
AT&T INC
+$1.8M
105,086
+102%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
增持
SPYM
SPDR SER TR
+$1.6M
53,426
+93%
增持
AVGO
BROADCOM INC
+$1.5M
30,012
+97%
增持
MO
ALTRIA GROUP INC
+$1.4M
38,620
+116%
增持
IUSB
ISHARES TR
+$1.3M
86,560
+45%
增持
OKE
ONEOK INC NEW
+$1.3M
23,992
+117%
清仓
EEM
ISHARES TR
-$1.2M
0
-100%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.2M
23,042
+129%
增持
IP
INTERNATIONAL PAPER CO
+$1.1M
40,760
+112%
增持
SHYG
ISHARES TR
+$1.1M
49,702
+108%
增持
CSCO
CISCO SYS INC
+$1.1M
32,608
+109%
增持
KVUE
KENVUE INC
+$1.0M
71,302
+125%
增持
AMLP
ALPS ETF TR
+$969.4K
30,782
+136%
增持
ARCC
ARES CAPITAL CORP
+$867.7K
69,618
+126%
增持
HYG
ISHARES TR
+$813.1K
20,898
+97%
增持
SON
SONOCO PRODS CO
+$812.7K
28,456
+161%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
—
UNILEVER PLC
+$794.1K
22,142
+139%
建仓
ISRG
INTUITIVE SURGICAL INC
+$787.5K
1,590
增持
VEA
VANGUARD TAX-MANAGED FDS
+$785.0K
35,462
+67%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$775.7K
38,190
+113%
增持
—
DHT HOLDINGS INC
+$765.3K
111,622
+155%
增持
VICI
VICI PPTYS INC
+$761.6K
39,532
+119%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$757.5K
30,928
+93%
增持
FSK
FS KKR CAP CORP
+$748.3K
64,474
+132%
清仓
MBB
ISHARES TR
-$744.3K
0
-100%
增持
SPYG
SPDR SER TR
+$744.0K
21,994
+89%
增持
GOVT
ISHARES TR
+$727.2K
57,640
+122%
增持
STWD
STARWOOD PPTY TR INC
+$632.0K
56,482
+121%
建仓
SGOV
ISHARES TR
+$570.2K
5,664
建仓
TLH
ISHARES TR
+$566.2K
5,457
增持
SCHD
SCHWAB STRATEGIC TR
+$510.0K
36,498
+95%
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$501.0K
150,000
+100%
清仓
BINC
BLACKROCK ETF TRUST II
-$491.1K
0
-100%
增持
DFVX
DIMENSIONAL ETF TRUST
+$452.0K
21,152
+53%
增持
SCHG
SCHWAB STRATEGIC TR
+$425.7K
40,058
+93%
增持
SCHK
SCHWAB STRATEGIC TR
+$419.1K
32,726
+101%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$312.8K
34,330
+105%
建仓
ICVT
ISHARES TR
+$295.8K
3,538
清仓
IGEB
ISHARES TR
-$289.4K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$278.3K
7,083
+1%
清仓
TLT
ISHARES TR
-$250.6K
0
-100%
清仓
SHY
ISHARES TR
-$238.5K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$237.2K
0
-100%
增持
ABBV
ABBVIE INC
+$236.5K
4,696
+12%
减持
IVW
ISHARES TR
-$235.2K
6,815
-20%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$229.9K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$225.2K
26,680
+73%
增持
MCD
MCDONALDS CORP
+$212.0K
5,317
+6%
减持
TMUS
T-MOBILE US INC
+$212.0K
4,736
-1%
清仓
USIG
ISHARES TR
-$209.2K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$209.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$208.7K
0
-100%
建仓
CWI
SPDR INDEX SHS FDS
+$206.4K
6,979
建仓
MRSH
MARSH & MCLENNAN COS INC
+$205.2K
841
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$204.8K
6,000
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$203.7K
0
-100%
清仓
CSX
CSX CORP
-$203.0K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$200.0K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$187.8K
59,458
+7%
增持
PGR
PROGRESSIVE CORP
+$184.5K
2,744
+11%
减持
V
VISA INC
+$168.3K
6,459
-3%
增持
SO
SOUTHERN CO
+$166.7K
7,690
+17%
增持
VLO
VALERO ENERGY CORP
+$148.5K
4,037
+29%
增持
PEP
PEPSICO INC
+$141.2K
7,408
+16%
增持
CVX
CHEVRON CORP NEW
+$139.4K
5,662
+2%
减持
CTAS
CINTAS CORP
+$114.7K
6,074
-2%
减持
ADBE
ADOBE INC
-$110.8K
1,346
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$110.1K
9,980
+2%
增持
PG
PROCTER AND GAMBLE CO
+$109.7K
6,318
+10%
减持
CRM
SALESFORCE INC
-$100.1K
1,380
-2%
增持
META
META PLATFORMS INC
+$81.4K
1,675
+11%
增持
DIS
DISNEY WALT CO
-$79.9K
6,383
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$73.8K
673
+7%
减持
FITB
FIFTH THIRD BANCORP
-$73.8K
7,353
-14%
减持
MGK
VANGUARD WORLD FD
-$73.6K
1,872
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$71.3K
1,751
-3%
减持
IWF
ISHARES TR
-$70.1K
1,613
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$68.6K
2,355
+16%
增持
—
TRANE TECHNOLOGIES PLC
-$61.7K
2,245
+1%
减持
MINT
PIMCO ETF TR
-$59.8K
3,943
-13%
减持
UNH
UNITEDHEALTH GROUP INC
+$58.3K
3,360
-0%
增持
HD
HOME DEPOT INC
-$57.9K
2,724
+0%
减持
—
NXP SEMICONDUCTORS N V
-$56.8K
1,522
-9%
增持
MA
MASTERCARD INCORPORATED
+$56.1K
2,254
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$53.7K
1,288
+13%
增持
GOOG
ALPHABET INC
-$47.9K
1,539
+2%
减持
VOT
VANGUARD INDEX FDS
-$47.2K
2,447
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
+$45.8K
2,837
-1%
减持
ROP
ROPER TECHNOLOGIES INC
+$44.8K
821
-3%
减持
SNPS
SYNOPSYS INC
-$44.1K
651
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$39.3K
3,305
+4%
减持
AMGN
AMGEN INC
-$38.6K
1,618
-22%
增持
TJX
TJX COS INC NEW
+$38.2K
2,858
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$38.2K
1,157
+2%
减持
MET
METLIFE INC
-$37.4K
3,654
-10%
增持
—
LINDE PLC
+$33.2K
680
+0%
增持
AXON
AXON ENTERPRISE INC
-$33.1K
649
+3%
减持
HCA
HCA HEALTHCARE INC
+$31.9K
1,297
-6%
减持
BAC
BANK AMERICA CORP
-$31.7K
7,410
-4%
减持
—
EXXON MOBIL CORP
+$31.0K
4,315
-4%
减持
PLD
PROLOGIS INC.
-$28.2K
2,363
-15%
减持
IWS
ISHARES TR
-$27.8K
2,873
-5%
减持
PAYX
PAYCHEX INC
+$24.8K
1,823
-0%
增持
MRK
MERCK & CO INC
+$23.8K
8,624
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
+$23.8K
5,356
-2%
增持
EOG
EOG RES INC
+$22.6K
3,826
+0%
减持
ETR
ENTERGY CORP NEW
+$21.7K
3,511
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$20.4K
1,068
-5%
增持
KLAC
KLA CORP
+$20.2K
356
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$18.2K
1,448
-20%
减持
VOE
VANGUARD INDEX FDS
-$18.0K
3,185
-3%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$15.7K
2,799
-12%
减持
GLD
SPDR GOLD TR
-$14.0K
700
-21%
增持
CFG
CITIZENS FINL GROUP INC
-$13.7K
4,967
+0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$13.5K
5,103
-4%
减持
KO
COCA COLA CO
+$13.4K
3,757
-9%
减持
CINF
CINCINNATI FINL CORP
-$12.2K
2,165
-6%
减持
VXUS
VANGUARD STAR FDS
+$11.2K
3,957
-1%
减持
COST
COSTCO WHSL CORP NEW
+$10.6K
1,194
-2%
增持
SPGI
S&P GLOBAL INC
+$10.0K
944
+0%
减持
MPC
MARATHON PETE CORP
-$9.7K
2,328
-7%
减持
CME
CME GROUP INC
+$7.9K
1,918
-11%
