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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 60
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$5.2M
281,872
+703%
增持
IVV
ISHARES TR
+$4.9M
41,218
+20%
增持
BOXX
EA SERIES TRUST
+$3.3M
127,757
+27%
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。
建仓
UNP
UNION PAC CORP
+$3.1M
13,597
增持
CAIE
CALAMOS ETF TR
+$3.1M
207,327
+130%
增持
GMUB
GOLDMAN SACHS ETF TR
+$2.9M
136,311
+71%
增持
VOO
VANGUARD INDEX FDS
+$2.6M
139,365
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
9,751
+48%
增持
IEFA
ISHARES TR
+$1.6M
146,694
+13%
增持
IUSB
ISHARES TR
+$1.5M
128,914
+35%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$1.5M
112,802
+35%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.3M
146,481
+25%
增持
DYNF
BLACKROCK ETF TRUST
+$1.3M
106,797
+24%
增持
SGOV
ISHARES TR
+$1.3M
65,349
+25%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.0M
101,492
+24%
增持
GOOGL
ALPHABET INC
+$993.7K
17,278
+2%
增持
OEF
ISHARES TR
+$975.8K
14,997
+22%
增持
QUAL
ISHARES TR
+$959.3K
29,279
+19%
建仓
BKR
BAKER HUGHES COMPANY
+$778.1K
17,087
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$771.1K
2
+100%
清仓
—
UNILEVER PLC
-$769.8K
0
-100%
建仓
DTE
DTE ENERGY CO
+$751.3K
5,825
增持
SPIB
SPDR SERIES TRUST
+$739.2K
303,842
+9%
清仓
SON
SONOCO PRODS CO
-$735.6K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$674.4K
0
-100%
建仓
DVY
ISHARES TR
+$660.4K
4,679
减持
SCHG
SCHWAB STRATEGIC TR
-$644.9K
21,287
-48%
建仓
UL
UNILEVER PLC
+$637.2K
9,743
增持
IEMG
ISHARES INC
+$629.2K
15,434
+157%
增持
AAPL
APPLE INC
+$592.8K
17,211
+11%
增持
LLY
ELI LILLY & CO
+$577.2K
766
+157%
增持
TLH
ISHARES TR
+$513.9K
21,589
+35%
增持
BAC
BANK AMERICA CORP
+$505.9K
16,025
+124%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$496.2K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$490.3K
2,369
减持
IP
INTERNATIONAL PAPER CO
-$485.9K
15,434
-31%
增持
THRO
BLACKROCK ETF TRUST
+$484.9K
72,105
+20%
建仓
GE
GE AEROSPACE
+$483.3K
1,569
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$481.6K
49,322
+10%
减持
SCHV
SCHWAB STRATEGIC TR
-$472.2K
6,873
-70%
减持
SCHD
SCHWAB STRATEGIC TR
-$460.7K
18,157
-49%
减持
TSLA
TESLA INC
-$421.1K
12,878
-10%
建仓
OGE
OGE ENERGY CORP
+$411.5K
9,636
增持
BAI
BLACKROCK ETF TRUST
+$407.6K
83,229
+26%
增持
NEE
NEXTERA ENERGY INC
+$405.4K
11,807
+84%
清仓
ROP
ROPER TECHNOLOGIES INC
-$379.7K
0
-100%
增持
XNTK
SPDR SERIES TRUST
+$372.2K
20,823
+10%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$368.7K
23,394
-20%
增持
VUG
VANGUARD INDEX FDS
+$336.4K
43,162
+2%
清仓
ZTS
ZOETIS INC
-$323.0K
0
-100%
减持
MO
ALTRIA GROUP INC
-$322.9K
17,199
-15%
增持
META
META PLATFORMS INC
+$320.4K
2,803
+35%
增持
GOVT
ISHARES TR
+$314.5K
65,184
+28%
减持
ORCL
ORACLE CORP
-$289.1K
2,834
-5%
清仓
—
NXP SEMICONDUCTORS N V
-$286.4K
0
-100%
减持
HD
HOME DEPOT INC
-$285.6K
1,765
-24%
增持
COIN
COINBASE GLOBAL INC
-$282.9K
3,533
+16%
清仓
FITB
FIFTH THIRD BANCORP
-$278.5K
0
-100%
清仓
EOG
EOG RES INC
-$273.7K
0
-100%
建仓
CAT
CATERPILLAR INC
+$272.7K
476
建仓
USHY
ISHARES TR
+$263.7K
7,053
建仓
C
CITIGROUP INC
+$254.6K
2,182
增持
STIP
ISHARES TR
+$250.5K
9,962
+34%
减持
VCRB
VANGUARD MALVERN FDS
-$245.2K
85,560
-2%
建仓
EVRG
EVERGY INC
+$244.0K
3,366
建仓
UPS
UNITED PARCEL SERVICE INC
+$243.1K
2,451
建仓
IGIB
ISHARES TR
+$241.3K
4,479
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$233.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$231.5K
15,580
+4%
建仓
PSX
PHILLIPS 66
+$221.7K
1,718
减持
STWD
STARWOOD PPTY TR INC
-$219.8K
23,179
-32%
清仓
ITOT
ISHARES TR
-$216.9K
0
-100%
建仓
INTC
INTEL CORP
+$216.8K
5,876
增持
MSFT
MICROSOFT CORP
-$214.3K
11,080
+4%
清仓
GVI
ISHARES TR
-$211.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$208.0K
6,486
建仓
GDX
VANECK ETF TRUST
+$206.7K
2,410
清仓
USIG
ISHARES TR
-$203.4K
0
-100%
清仓
NI
NISOURCE INC
-$201.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$196.5K
6,145
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$180.8K
1,530
+3%
减持
VICI
VICI PPTYS INC
-$178.7K
20,279
-16%
减持
DLR
DIGITAL RLTY TR INC
-$173.9K
4,064
-9%
减持
NOC
NORTHROP GRUMMAN CORP
-$172.4K
632
-28%
增持
PANW
PALO ALTO NETWORKS INC
-$162.3K
7,156
+5%
减持
PEP
PEPSICO INC
-$159.1K
8,222
-7%
增持
NVDA
NVIDIA CORPORATION
+$157.9K
28,708
+3%
减持
IWS
ISHARES TR
-$157.0K
2,691
-30%
减持
AXON
AXON ENTERPRISE INC
-$150.9K
600
-10%
减持
WMB
WILLIAMS COS INC
-$142.5K
27,917
-12%
减持
VLO
VALERO ENERGY CORP
-$140.1K
4,373
-12%
减持
MRK
MERCK & CO INC
+$133.7K
11,113
-6%
减持
IAGG
ISHARES TR
-$126.2K
14,840
-12%
增持
GOOG
ALPHABET INC
+$120.7K
2,240
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$116.4K
19,513
+8%
增持
AVGO
BROADCOM INC
+$115.6K
7,172
+7%
减持
—
DHT HOLDINGS INC
-$114.9K
63,379
-11%
减持
T
AT&T INC
-$114.8K
51,974
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$107.1K
2,834
+0%
增持
MINT
PIMCO ETF TR
+$100.8K
5,014
+25%
减持
ABBV
ABBVIE INC
-$100.3K
4,733
-9%
减持
MCD
MCDONALDS CORP
-$98.7K
5,228
-6%
增持
—
ASML HOLDING N V
+$94.2K
314
+34%
减持
COST
COSTCO WHSL CORP NEW
-$93.7K
1,130
-1%
减持
TMUS
T-MOBILE US INC
-$89.8K
3,893
-4%
减持
PWR
QUANTA SVCS INC
-$83.7K
860
-15%
减持
ARCC
ARES CAPITAL CORP
-$83.5K
35,386
-11%
减持
—
TRANE TECHNOLOGIES PLC
-$81.7K
1,612
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$78.8K
2,440
-6%
减持
AMLP
ALPS ETF TR
-$71.4K
15,778
-9%
减持
HCA
HCA HEALTHCARE INC
-$70.7K
671
-22%
增持
ISRG
INTUITIVE SURGICAL INC
+$64.5K
688
+16%
减持
VFH
VANGUARD WORLD FD
-$62.1K
6,130
-10%
减持
PM
PHILIP MORRIS INTL INC
-$61.0K
6,970
-7%
减持
CVX
CHEVRON CORP NEW
-$59.6K
6,371
-4%
增持
MGK
VANGUARD WORLD FD
+$57.4K
2,236
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$55.2K
2,245
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.8K
1,363
-2%
建仓
ITRG
INTEGRA RES CORP
+$54.7K
13,645
减持
JPM
JPMORGAN CHASE & CO.
+$51.8K
9,364
-5%
减持
PBDC
PUTNAM ETF TRUST
-$50.1K
17,208
-9%
增持
MGV
VANGUARD WORLD FD
+$48.8K
4,065
+8%
减持
CME
CME GROUP INC
-$44.1K
924
-16%
减持
ETR
ENTERGY CORP NEW
-$42.9K
2,952
-10%
减持
SPYM
SPDR SERIES TRUST
-$42.1K
24,326
-3%
增持
V
VISA INC
+$42.0K
5,505
+1%
减持
IWF
ISHARES TR
-$40.4K
1,541
-4%
增持
SHYG
ISHARES TR
+$39.9K
25,503
+5%
增持
TJX
TJX COS INC NEW
+$36.4K
2,980
+0%
增持
SO
SOUTHERN CO
+$34.9K
9,565
+15%
减持
EMB
ISHARES TR
-$33.2K
4,215
-8%
减持
PH
PARKER-HANNIFIN CORP
+$32.8K
494
-5%
增持
COF
CAPITAL ONE FINL CORP
+$31.2K
1,642
+1%
减持
IWM
ISHARES TR
-$28.0K
1,990
-4%
减持
MA
MASTERCARD INCORPORATED
-$27.1K
2,155
-2%
增持
VOT
VANGUARD INDEX FDS
-$25.9K
2,448
+2%
减持
CFG
CITIZENS FINL GROUP INC
+$25.6K
6,371
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.0K
965
-5%
减持
ADBE
ADOBE INC
-$24.6K
952
-6%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$22.8K
20,040
-11%
增持
PAYX
PAYCHEX INC
-$22.5K
1,827
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$22.1K
5,474
-9%
增持
SYK
STRYKER CORPORATION
+$21.2K
700
+19%
增持
KLAC
KLA CORP
+$21.2K
289
+4%
增持
VOE
VANGUARD INDEX FDS
+$20.1K
3,243
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$20.1K
1,866
-0%
增持
VBR
VANGUARD INDEX FDS
+$19.4K
1,098
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$17.6K
1,586
-3%
减持
CSCO
CISCO SYS INC
+$16.7K
19,547
-7%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$15.9K
2,716
-4%
