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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 30
减持 91
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$59.6M
120,451
-52%
减持
VUG
VANGUARD INDEX FDS
-$13.6M
40,437
-52%
减持
VB
VANGUARD INDEX FDS
-$7.8M
864
-98%
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
BOXX
EA SERIES TRUST
-$7.3M
83,601
-44%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.0M
9,950
-55%
减持
VCRB
VANGUARD MALVERN FDS
-$6.9M
88,855
-50%
减持
SPIB
SPDR SERIES TRUST
-$5.5M
264,848
-39%
减持
AAPL
APPLE INC
-$3.6M
15,625
-49%
减持
IEFA
ISHARES TR
-$3.4M
94,886
-37%
减持
VTI
VANGUARD INDEX FDS
-$3.1M
9,660
-56%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$3.1M
10,868
-93%
减持
TSLA
TESLA INC
-$2.8M
14,237
-50%
减持
IVV
ISHARES TR
-$2.8M
27,421
-22%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.7M
131,035
-51%
减持
MSFT
MICROSOFT CORP
-$2.6M
10,366
-50%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$2.5M
32,867
增持
SGOV
ISHARES TR
+$2.5M
30,643
+441%
减持
AMZN
AMAZON COM INC
-$2.2M
14,235
-49%
减持
GOOGL
ALPHABET INC
-$2.2M
16,902
-50%
减持
AVGO
BROADCOM INC
-$2.1M
10,567
-65%
减持
XNTK
SPDR SERIES TRUST
-$2.1M
12,976
-51%
减持
DVY
ISHARES TR
-$1.8M
20,715
-39%
减持
WMT
WALMART INC
-$1.8M
22,633
-51%
减持
WMB
WILLIAMS COS INC
-$1.8M
30,866
-50%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.7M
28,305
-52%
减持
SPYM
SPDR SERIES TRUST
-$1.7M
25,613
-52%
建仓
OEF
ISHARES TR
+$1.5M
4,955
建仓
THRO
BLACKROCK ETF TRUST
+$1.5M
42,346
减持
NVDA
NVIDIA CORPORATION
-$1.5M
25,522
-50%
减持
T
AT&T INC
-$1.4M
53,273
-49%
减持
OKE
ONEOK INC NEW
-$1.4M
12,382
-48%
减持
IUSB
ISHARES TR
-$1.3M
57,444
-34%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.3M
38,428
减持
MO
ALTRIA GROUP INC
-$1.2M
19,381
-50%
减持
IP
INTERNATIONAL PAPER CO
-$1.2M
21,215
-48%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
1,931
-43%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.0M
10,676
-65%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.0M
11,882
-48%
减持
EVTR
MORGAN STANLEY ETF TRUST
-$970.7K
49,380
-28%
减持
SHYG
ISHARES TR
-$964.9K
26,621
-46%
减持
KVUE
KENVUE INC
-$941.5K
36,711
-49%
减持
CSCO
CISCO SYS INC
-$864.3K
16,546
-49%
减持
HYG
ISHARES TR
-$856.8K
9,818
-53%
减持
AMLP
ALPS ETF TR
-$841.0K
15,511
-50%
减持
SPYG
SPDR SERIES TRUST
-$832.1K
9,815
-55%
减持
ARCC
ARES CAPITAL CORP
-$766.0K
35,371
-49%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$765.6K
18,189
-49%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$737.6K
43,972
-27%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$726.0K
75,000
-50%
减持
SON
SONOCO PRODS CO
-$711.5K
14,526
-49%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$692.2K
20,792
-46%
减持
FSK
FS KKR CAP CORP
-$668.2K
32,893
-49%
减持
—
UNILEVER PLC
-$634.5K
11,183
-49%
清仓
DIS
DISNEY WALT CO
-$630.0K
0
-100%
减持
DFVX
DIMENSIONAL ETF TRUST
-$627.1K
10,583
-50%
减持
VICI
VICI PPTYS INC
-$583.4K
21,661
-45%
建仓
ORCL
ORACLE CORP
+$561.0K
2,566
减持
—
DHT HOLDINGS INC
-$554.3K
57,146
-49%
减持
SCHD
SCHWAB STRATEGIC TR
-$539.3K
18,159
-50%
建仓
—
CHUBB LIMITED
+$523.5K
1,807
清仓
AMGN
AMGEN INC
-$504.1K
0
-100%
减持
STWD
STARWOOD PPTY TR INC
-$503.3K
30,563
-46%
减持
GOVT
ISHARES TR
-$489.9K
36,334
-37%
清仓
—
ASML HOLDING N V
-$469.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$462.8K
10,041
+1%
建仓
IWM
ISHARES TR
+$441.5K
2,046
增持
ISRG
INTUITIVE SURGICAL INC
+$436.3K
2,252
+42%
建仓
STIP
ISHARES TR
+$426.4K
4,143
建仓
AMD
ADVANCED MICRO DEVICES INC
+$391.6K
2,760
减持
SCHK
SCHWAB STRATEGIC TR
-$391.6K
16,410
-50%
减持
SCHG
SCHWAB STRATEGIC TR
-$383.5K
21,211
-47%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$375.9K
12,715
-63%
增持
TLH
ISHARES TR
+$373.3K
9,247
+69%
建仓
SHY
ISHARES TR
+$331.1K
3,996
减持
IVW
ISHARES TR
-$327.5K
2,771
-59%
建仓
IAGG
ISHARES TR
+$320.4K
6,271
增持
META
META PLATFORMS INC
+$318.2K
1,739
+4%
清仓
AMT
AMERICAN TOWER CORP NEW
-$315.1K
0
-100%
清仓
ICVT
ISHARES TR
-$295.8K
0
-100%
建仓
LLY
ELI LILLY & CO
+$276.0K
354
清仓
SMMD
ISHARES TR
-$271.4K
0
-100%
清仓
PLD
PROLOGIS INC.
-$264.1K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$262.1K
13,106
-51%
减持
DYNF
BLACKROCK ETF TRUST
-$250.0K
59,211
-17%
减持
TMUS
T-MOBILE US INC
-$249.8K
4,253
-10%
减持
QUAL
ISHARES TR
-$230.8K
22,022
-12%
建仓
IGIB
ISHARES TR
+$222.4K
4,173
建仓
VBR
VANGUARD INDEX FDS
+$219.4K
1,125
建仓
NFLX
NETFLIX INC
+$218.3K
163
增持
GS
GOLDMAN SACHS GROUP INC
+$216.5K
1,300
+1%
建仓
VXF
VANGUARD INDEX FDS
+$213.5K
1,108
建仓
PANW
PALO ALTO NETWORKS INC
+$210.0K
1,026
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$204.8K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$202.5K
328
建仓
SCHV
SCHWAB STRATEGIC TR
+$202.4K
7,316
建仓
USIG
ISHARES TR
+$201.2K
3,912
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$194.5K
3,473
+5%
减持
—
TRANE TECHNOLOGIES PLC
+$187.1K
2,157
-4%
减持
PWR
QUANTA SVCS INC
+$179.9K
1,507
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$177.1K
1,712
-2%
增持
MGK
VANGUARD WORLD FD
+$160.7K
2,018
+8%
减持
PM
PHILIP MORRIS INTL INC
+$140.4K
6,944
-2%
增持
VOT
VANGUARD INDEX FDS
+$106.7K
2,480
+1%
增持
CVX
CHEVRON CORP NEW
-$103.2K
5,894
+4%
增持
PEP
PEPSICO INC
-$100.5K
7,651
+3%
增持
CFG
CITIZENS FINL GROUP INC
+$91.5K
6,591
+33%
增持
MCD
MCDONALDS CORP
-$90.1K
5,376
+1%
增持
ABBV
ABBVIE INC
-$81.3K
4,863
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$79.3K
935
-12%
减持
SRLN
SSGA ACTIVE ETF TR
-$71.5K
5,453
-25%
增持
GOOG
ALPHABET INC
+$65.7K
1,726
+12%
增持
MINT
PIMCO ETF TR
+$61.9K
4,562
+16%
增持
CRM
SALESFORCE INC
+$55.3K
1,561
+13%
增持
PG
PROCTER AND GAMBLE CO
-$54.2K
6,418
+2%
减持
SNPS
SYNOPSYS INC
+$53.5K
649
-0%
减持
COST
COSTCO WHSL CORP NEW
+$49.9K
1,191
-0%
增持
IEMG
ISHARES INC
+$49.2K
5,784
+5%
减持
PH
PARKER-HANNIFIN CORP
+$49.2K
697
-3%
减持
PGR
PROGRESSIVE CORP
-$48.6K
2,728
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$45.9K
6,675
+25%
增持
MRK
MERCK & CO INC
-$45.0K
9,211
+7%
减持
COF
CAPITAL ONE FINL CORP
+$44.6K
1,648
-3%
增持
MGV
VANGUARD WORLD FD
+$44.5K
3,842
+8%
减持
HCA
HCA HEALTHCARE INC
+$43.7K
1,284
-1%
减持
CTAS
CINTAS CORP
+$43.5K
5,797
-5%
增持
—
EXXON MOBIL CORP
-$43.1K
4,360
+1%
增持
MA
MASTERCARD INCORPORATED
+$40.8K
2,272
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$40.7K
2,359
+0%
建仓
ASM
AVINO SILVER & GOLD MINES LT
+$40.6K
11,290
减持
ADBE
ADOBE INC
-$39.6K
1,232
-8%
减持
VFH
VANGUARD WORLD FD
+$36.6K
6,305
-2%
减持
EMB
ISHARES TR
-$35.4K
3,248
-13%
减持
EOG
EOG RES INC
-$33.4K
3,823
-0%
减持
ZTS
ZOETIS INC
-$31.0K
2,281
-3%
减持
BAC
BANK AMERICA CORP
+$28.1K
7,130
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$27.1K
672
-0%
增持
VLO
VALERO ENERGY CORP
+$27.0K
4,167
+3%
增持
TJX
TJX COS INC NEW
+$26.7K
3,035
+6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$25.2K
2,787
-0%
减持
NEE
NEXTERA ENERGY INC
-$20.9K
8,400
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$20.4K
818
-0%
减持
—
NXP SEMICONDUCTORS N V
+$18.1K
1,407
-8%
减持
SPGI
S&P GLOBAL INC
+$17.6K
943
-0%
增持
PAYX
PAYCHEX INC
-$15.9K
1,824
+0%
减持
CME
CME GROUP INC
+$15.8K
1,904
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$14.5K
2,848
+0%
减持
FITB
FIFTH THIRD BANCORP
+$13.7K
7,340
-0%
减持
V
VISA INC
+$13.4K
6,413
-1%
增持
GLD
SPDR GOLD TR
+$12.3K
702
+0%
减持
KLAC
KLA CORP
+$11.5K
283
-21%
