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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 82
减持 41
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$16.4M
136,191
+13%
增持
IVV
ISHARES TR
+$6.4M
34,354
+25%
建仓
GMUB
GOLDMAN SACHS ETF TR
+$4.1M
79,638
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
IEFA
ISHARES TR
+$3.6M
130,350
+37%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.4M
116,943
+166%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
42,320
+5%
清仓
DVY
ISHARES TR
-$2.8M
0
-100%
增持
OEF
ISHARES TR
+$2.7M
12,278
+148%
建仓
CAIE
CALAMOS ETF TR
+$2.5M
89,948
建仓
BAI
BLACKROCK ETF TRUST
+$2.4M
66,198
增持
XNTK
SPDR SERIES TRUST
+$2.3M
18,912
+46%
增持
SGOV
ISHARES TR
+$2.2M
52,280
+71%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.1M
81,895
+113%
增持
BOXX
EA SERIES TRUST
+$2.0M
100,249
+20%
增持
DYNF
BLACKROCK ETF TRUST
+$1.9M
86,261
+46%
增持
IUSB
ISHARES TR
+$1.9M
95,829
+67%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$1.8M
83,281
+69%
增持
TSLA
TESLA INC
+$1.7M
14,324
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
6,595
-34%
增持
GOOGL
ALPHABET INC
+$1.4M
16,983
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
2,179
+564%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
6,819
+565%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
27,897
+9%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
44,805
+36%
建仓
COIN
COINBASE GLOBAL INC
+$1.1M
3,052
减持
ISRG
INTUITIVE SURGICAL INC
-$898.6K
595
-74%
减持
AAPL
APPLE INC
+$880.3K
15,547
-0%
增持
QUAL
ISHARES TR
+$830.1K
24,668
+12%
建仓
DLR
DIGITAL RLTY TR INC
+$802.6K
4,477
增持
THRO
BLACKROCK ETF TRUST
+$788.8K
59,887
+41%
清仓
KVUE
KENVUE INC
-$768.4K
0
-100%
增持
TLH
ISHARES TR
+$741.6K
16,036
+73%
增持
SCHG
SCHWAB STRATEGIC TR
+$719.7K
40,968
+93%
清仓
FSK
FS KKR CAP CORP
-$682.5K
0
-100%
增持
SPIB
SPDR SERIES TRUST
+$640.1K
279,992
+6%
建仓
PBDC
PUTNAM ETF TRUST
+$576.7K
18,809
增持
IAGG
ISHARES TR
+$548.0K
16,793
+168%
减持
AVGO
BROADCOM INC
-$546.0K
6,683
-37%
清仓
—
CHUBB LIMITED
-$523.5K
0
-100%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$504.1K
35,084
+223%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$496.2K
20,964
增持
SCHD
SCHWAB STRATEGIC TR
+$477.5K
35,470
+95%
增持
SCHV
SCHWAB STRATEGIC TR
+$473.3K
23,038
+215%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$420.7K
4,843
+39%
增持
MSFT
MICROSOFT CORP
+$417.0K
10,643
+3%
减持
V
VISA INC
-$388.2K
5,437
-15%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$387.7K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$386.0K
133,851
+2%
增持
GOVT
ISHARES TR
+$351.5K
50,908
+40%
增持
STIP
ISHARES TR
+$343.1K
7,434
+79%
增持
CSCO
CISCO SYS INC
+$341.1K
21,082
+27%
清仓
SHY
ISHARES TR
-$331.1K
0
-100%
增持
PEP
PEPSICO INC
+$328.9K
8,836
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$322.3K
2,823
+2%
建仓
PFE
PFIZER INC
+$312.0K
12,601
增持
MRK
MERCK & CO INC
+$306.9K
11,842
+29%
清仓
IVW
ISHARES TR
-$305.1K
0
-100%
建仓
EFA
ISHARES TR
+$298.3K
3,139
增持
VLO
VALERO ENERGY CORP
+$291.9K
4,981
+20%
增持
ORCL
ORACLE CORP
+$280.5K
2,970
+16%
增持
ABBV
ABBVIE INC
+$279.2K
5,184
+7%
增持
GOOG
ALPHABET INC
+$276.1K
2,235
+29%
增持
—
DHT HOLDINGS INC
+$271.0K
71,103
+24%
减持
SPGI
S&P GLOBAL INC
-$270.6K
463
-51%
增持
META
META PLATFORMS INC
+$246.4K
2,072
+19%
增持
GS
GOLDMAN SACHS GROUP INC
+$244.0K
1,485
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$242.5K
1,636
-4%
建仓
—
ASML HOLDING N V
+$241.7K
234
增持
AMZN
AMAZON COM INC
+$241.7K
15,007
+5%
减持
—
TRANE TECHNOLOGIES PLC
-$234.4K
1,665
-23%
减持
CTAS
CINTAS CORP
-$229.3K
5,568
-4%
减持
CME
CME GROUP INC
-$228.2K
1,100
-42%
建仓
SYK
STRYKER CORPORATION
+$224.9K
589
清仓
IGIB
ISHARES TR
-$222.4K
0
-100%
建仓
F
FORD MTR CO
+$220.5K
15,934
清仓
NFLX
NETFLIX INC
-$218.3K
0
-100%
建仓
ITOT
ISHARES TR
+$216.9K
1,464
清仓
GLD
SPDR GOLD TR
-$214.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$212.6K
9,435
-2%
建仓
GVI
ISHARES TR
+$211.0K
1,955
清仓
MRSH
MARSH & MCLENNAN COS INC
-$202.9K
0
-100%
建仓
NI
NISOURCE INC
+$201.6K
4,620
增持
WMT
WALMART INC
+$197.7K
22,706
+0%
增持
CVX
CHEVRON CORP NEW
+$186.6K
6,625
+12%
减持
EOG
EOG RES INC
-$183.6K
2,573
-33%
增持
IWS
ISHARES TR
+$180.0K
3,821
+42%
增持
MO
ALTRIA GROUP INC
+$178.3K
20,328
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$166.3K
2,594
+10%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$149.4K
22,509
+8%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$147.0K
29,225
+3%
增持
EMB
ISHARES TR
+$138.2K
4,559
+40%
增持
T
AT&T INC
-$135.9K
55,919
+5%
减持
TMUS
T-MOBILE US INC
-$133.1K
4,042
-5%
减持
SPYM
SPDR SERIES TRUST
+$131.6K
25,022
-2%
增持
MGK
VANGUARD WORLD FD
+$126.6K
2,101
+4%
增持
MCD
MCDONALDS CORP
+$125.8K
5,548
+3%
减持
PWR
QUANTA SVCS INC
-$123.1K
1,013
-33%
减持
ADBE
ADOBE INC
-$118.9K
1,012
-18%
增持
WMB
WILLIAMS COS INC
-$118.1K
31,673
+3%
减持
COST
COSTCO WHSL CORP NEW
-$110.7K
1,146
-4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$109.1K
13,224
+11%
减持
HCA
HCA HEALTHCARE INC
-$107.9K
859
-33%
减持
HD
HOME DEPOT INC
-$104.2K
2,309
-15%
增持
SON
SONOCO PRODS CO
+$102.8K
18,226
+25%
增持
IP
INTERNATIONAL PAPER CO
+$100.4K
22,383
+6%
减持
SPYG
SPDR SERIES TRUST
+$99.5K
9,744
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$97.6K
1,392
-28%
减持
SHYG
ISHARES TR
-$95.0K
24,402
-8%
减持
—
EXXON MOBIL CORP
-$87.2K
3,318
-24%
增持
SO
SOUTHERN CO
+$85.8K
8,335
+7%
增持
—
UNILEVER PLC
+$85.7K
12,283
+10%
增持
PM
PHILIP MORRIS INTL INC
-$85.7K
7,480
+8%
减持
PH
PARKER-HANNIFIN CORP
-$85.4K
520
-25%
减持
ROP
ROPER TECHNOLOGIES INC
-$84.0K
793
-3%
增持
DFVX
DIMENSIONAL ETF TRUST
+$80.7K
11,029
+4%
增持
VFH
VANGUARD WORLD FD
+$77.7K
6,803
+8%
减持
KLAC
KLA CORP
+$76.5K
279
-1%
增持
IWM
ISHARES TR
+$76.3K
2,076
+1%
减持
SNPS
SYNOPSYS INC
-$66.3K
574
-12%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$65.6K
18,010
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$64.9K
879
-6%
增持
IEMG
ISHARES INC
+$61.1K
6,001
+4%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$60.3K
9,392
-26%
减持
MINT
PIMCO ETF TR
-$56.3K
3,999
-12%
建仓
SLI
STANDARD LITHIUM LTD
+$56.0K
13,280
增持
AMLP
ALPS ETF TR
+$55.4K
17,400
+12%
增持
PG
PROCTER AND GAMBLE CO
+$54.7K
7,064
+10%
减持
JPM
JPMORGAN CHASE & CO.
+$54.6K
9,870
-2%
增持
PGR
PROGRESSIVE CORP
-$53.6K
3,078
+13%
增持
CFG
CITIZENS FINL GROUP INC
+$51.6K
6,642
+1%
增持
SCHK
SCHWAB STRATEGIC TR
+$48.1K
16,457
+0%
减持
TJX
TJX COS INC NEW
+$46.5K
2,969
-2%
增持
AXON
AXON ENTERPRISE INC
-$45.7K
668
+3%
增持
VICI
VICI PPTYS INC
+$42.8K
24,013
+11%
减持
NEE
NEXTERA ENERGY INC
-$40.7K
6,426
-24%
增持
VOE
VANGUARD INDEX FDS
+$40.1K
3,172
+1%
增持
BAC
BANK AMERICA CORP
+$38.1K
7,142
+0%
增持
PAYX
PAYCHEX INC
-$37.9K
1,826
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$33.7K
630
-6%
减持
ZTS
ZOETIS INC
-$32.7K
2,213
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$32.3K
11,300
+6%
减持
MET
METLIFE INC
-$30.0K
3,324
-8%
减持
LLY
ELI LILLY & CO
-$30.0K
298
-16%
减持
AEP
AMERICAN ELEC PWR CO INC
+$29.1K
2,799
-2%
增持
ASM
AVINO SILVER & GOLD MINES LT
+$28.4K
14,230
+26%
减持
SCHB
SCHWAB STRATEGIC TR
+$25.2K
12,917
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$24.6K
6,806
+2%
增持
HYG
ISHARES TR
+$24.5K
10,068
+3%
减持
ETR
ENTERGY CORP NEW
+$24.4K
3,269
-7%
增持
STWD
STARWOOD PPTY TR INC
+$23.8K
34,187
+12%
