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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 52
减持 65
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$6.7M
110,860
+618%
增持
SGOV
ISHARES TR
+$6.5M
129,266
+98%
减持
VUG
VANGUARD INDEX FDS
-$6.4M
33,603
-22%
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
JPIE
J P MORGAN EXCHANGE TRADED F
+$5.3M
263,252
+80%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$5.0M
45,942
-84%
减持
VOO
VANGUARD INDEX FDS
-$4.5M
138,703
-0%
建仓
MTUM
ISHARES TR
+$3.2M
13,152
减持
IEFA
ISHARES TR
-$2.9M
113,280
-23%
增持
IVV
ISHARES TR
+$2.7M
47,335
+15%
增持
CAIE
CALAMOS ETF TR
+$2.7M
327,205
+58%
减持
QUAL
ISHARES TR
-$2.5M
17,210
-41%
建仓
SPRX
LISTED FDS TR
+$2.4M
66,660
增持
EVTR
MORGAN STANLEY ETF TRUST
+$1.9M
151,824
+35%
增持
IUSB
ISHARES TR
+$1.9M
169,968
+32%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
9,062
增持
DYNF
BLACKROCK ETF TRUST
+$1.5M
137,451
+29%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.5M
0
-100%
建仓
ICVT
ISHARES TR
+$1.4M
13,689
建仓
SYSB
ISHARES TR
+$1.4M
15,558
建仓
IVE
ISHARES TR
+$1.3M
5,935
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
1,336
-81%
建仓
ATCL
REX ETF TR
+$1.1M
45,441
清仓
STIP
ISHARES TR
-$1.0M
0
-100%
增持
TSLA
TESLA INC
-$991.1K
12,913
+0%
增持
BOXX
EA SERIES TRUST
+$879.7K
134,014
+5%
增持
MSFT
MICROSOFT CORP
-$825.8K
12,245
+11%
清仓
VFH
VANGUARD WORLD FD
-$818.3K
0
-100%
增持
OEF
ISHARES TR
+$802.8K
18,695
+25%
清仓
COIN
COINBASE GLOBAL INC
-$799.0K
0
-100%
清仓
DVY
ISHARES TR
-$660.4K
0
-100%
增持
IAGG
ISHARES TR
+$619.6K
27,214
+83%
增持
BAI
BLACKROCK ETF TRUST
+$570.4K
101,425
+22%
增持
NEE
NEXTERA ENERGY INC
+$554.5K
16,175
+37%
增持
SCHD
SCHWAB STRATEGIC TR
+$532.3K
33,584
+85%
增持
SCHV
SCHWAB STRATEGIC TR
+$519.0K
23,689
+245%
增持
JNJ
JOHNSON & JOHNSON
+$509.7K
4,091
+73%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$490.4K
21,120
减持
GOOGL
ALPHABET INC
-$478.2K
17,143
-1%
增持
THRO
BLACKROCK ETF TRUST
+$438.6K
88,874
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$438.6K
9,313
-4%
增持
GOVT
ISHARES TR
+$435.7K
84,529
+30%
减持
JPM
JPMORGAN CHASE & CO
-$432.3K
8,788
-6%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$396.0K
6,987
减持
SCHX
SCHWAB STRATEGIC TR
-$379.2K
125,148
-6%
建仓
BND
VANGUARD BD INDEX FDS
+$364.7K
4,953
增持
GE
GE AEROSPACE
+$349.6K
2,935
+87%
增持
XNTK
SPDR SERIES TRUST
+$343.7K
24,013
+15%
增持
BKR
BAKER HUGHES COMPANY
+$336.2K
18,253
+7%
清仓
ADBE
ADOBE INC
-$333.2K
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$328.4K
100,604
-1%
增持
LLY
ELI LILLY & CO
+$324.7K
1,248
+63%
建仓
EOG
EOG RES INC
+$322.5K
2,231
减持
V
VISA INC
-$304.3K
5,381
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$300.4K
34,148
+60%
建仓
MU
MICRON TECHNOLOGY INC
+$297.6K
881
增持
BAC
BANK AMERICA CORP
+$297.5K
24,182
+51%
减持
CTAS
CINTAS CORP
-$297.3K
4,435
-20%
减持
CVX
CHEVRON CORPORATION
+$289.0K
6,090
-4%
减持
AVGO
BROADCOM INC
-$286.9K
7,093
-1%
减持
GOOG
ALPHABET INC
-$286.4K
1,452
-35%
清仓
SNPS
SYNOPSYS INC
-$269.6K
0
-100%
增持
GMUB
GOLDMAN SACHS ETF TR
+$269.1K
142,234
+4%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$258.5K
4,656
增持
META
META PLATFORMS INC
+$244.4K
3,661
+31%
减持
SPYM
SPDR SERIES TRUST
-$231.9K
22,465
-8%
减持
MA
MASTERCARD INCORPORATED
-$229.8K
2,002
-7%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$227.6K
581
增持
AMZN
AMAZON COM INC
+$225.4K
18,349
+18%
建仓
SHY
ISHARES TR
+$224.0K
2,713
建仓
EQIX
EQUINIX INC
+$223.5K
228
减持
OKE
ONEOK INC NEW
+$220.6K
13,405
-1%
减持
ABBV
ABBVIE INC
-$220.3K
3,960
-16%
清仓
SPGI
S&P GLOBAL INC
-$220.0K
0
-100%
减持
SPIB
SPDR SERIES TRUST
-$217.6K
299,800
-1%
清仓
INTC
INTEL CORP
-$216.8K
0
-100%
建仓
GLD
SPDR GOLD TR
+$211.7K
492
建仓
BA
BOEING CO
+$211.7K
1,064
建仓
AVUV
AMERICAN CENTY ETF TR
+$206.9K
1,873
清仓
PAYX
PAYCHEX INC
-$205.0K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$201.0K
2,193
增持
UNP
UNION PAC CORP
+$198.0K
13,780
+1%
减持
CRM
SALESFORCE INC
-$186.6K
1,227
-22%
减持
UL
UNILEVER PLC
-$175.3K
8,108
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$174.8K
4,871
-2%
减持
TLH
ISHARES TR
-$171.9K
20,085
-7%
减持
SPYG
SPDR SERIES TRUST
-$171.0K
8,858
-9%
减持
ARCC
ARES CAPITAL CORP
-$170.7K
30,254
-15%
减持
—
DHT HOLDINGS INC
+$169.0K
51,607
-19%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$164.5K
1,535
-3%
增持
IWS
ISHARES TR
+$162.5K
3,720
+38%
减持
CSCO
CISCO SYS INC
-$162.2K
17,316
-11%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$158.4K
16,663
-17%
减持
HYG
ISHARES TR
-$155.3K
8,312
-18%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$147.2K
9,970
-16%
减持
WMT
WALMART INC
+$145.5K
20,571
-5%
减持
IWF
ISHARES TR
-$142.2K
1,377
-11%
减持
VLO
VALERO ENERGY CORP
+$126.7K
3,394
-22%
减持
MPC
MARATHON PETE CORP
+$125.1K
1,843
-8%
减持
PBDC
PUTNAM ETF TRUST
-$124.9K
14,565
-15%
增持
KLAC
KLA CORP
+$120.0K
320
+11%
增持
NVDA
NVIDIA CORPORATION
-$115.1K
30,040
+5%
减持
PM
PHILIP MORRIS INTL INC
-$114.4K
6,070
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$111.7K
7,413
+16%
减持
GS
GOLDMAN SACHS GROUP INC
-$111.4K
1,458
-5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$110.9K
51,373
+4%
减持
HD
HOME DEPOT INC
-$108.9K
1,515
-14%
增持
MINT
PIMCO ETF TR
+$107.2K
6,068
+21%
减持
VCRB
VANGUARD MALVERN FDS
-$105.0K
84,773
-1%
增持
KO
COCA COLA CO
+$98.6K
4,857
+25%
减持
VOT
VANGUARD INDEX FDS
-$96.8K
2,279
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$91.7K
17,591
-10%
增持
ORCL
ORACLE CORP
-$91.3K
3,134
+11%
减持
PSX
PHILLIPS 66
+$89.8K
1,710
-0%
减持
WMB
WILLIAMS COS INC
+$88.5K
24,273
-13%
清仓
ASM
AVINO SILVER & GOLD MINES LT
-$88.4K
0
-100%
减持
SHYG
ISHARES TR
-$88.1K
23,758
-7%
减持
MCD
MCDONALDS CORP
-$86.7K
4,862
-7%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$84.6K
2,224
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$84.1K
2,570
-9%
增持
C
CITIGROUP INC
+$83.9K
2,985
+37%
减持
MRK
MERCK & CO INC
+$82.7K
10,412
-6%
增持
—
ASML HLDG NV
+$81.4K
316
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$76.4K
1,826
-25%
减持
—
EXXON MOBIL CORP
+$74.4K
2,786
-16%
增持
MGK
VANGUARD WORLD FD
-$73.8K
2,311
+3%
增持
CAT
CATERPILLAR INC
+$71.6K
486
+2%
增持
STWD
STARWOOD PPTY TR INC
+$71.4K
28,389
+22%
减持
NOC
NORTHROP GRUMMAN CORP
+$64.0K
622
-2%
增持
AAPL
APPLE INC
-$57.1K
18,211
+6%
增持
PG
PROCTER & GAMBLE CO
+$57.0K
6,492
+6%
清仓
ITRG
INTEGRA RES CORP
-$54.7K
0
-100%
减持
TMUS
T-MOBILE US INC
-$51.5K
3,518
-10%
减持
OGE
OGE ENERGY CORP
+$50.3K
9,628
-0%
增持
IGIB
ISHARES TR
+$50.3K
5,479
+22%
清仓
SLI
STANDARD LITHIUM LTD
-$47.5K
0
-100%
减持
EMB
ISHARES TR
-$42.0K
3,873
-8%
增持
MGV
VANGUARD WORLD FD
+$41.6K
4,246
+4%
减持
CME
CME GROUP INC
-$41.3K
715
-23%
减持
MO
ALTRIA GROUP INC
-$39.8K
14,425
-16%
减持
ETR
ENTERGY CORP NEW
+$38.4K
2,770
-6%
减持
F
FORD MTR CO
-$38.4K
15,781
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$38.1K
475
-14%
减持
DTE
DTE ENERGY CO
-$37.8K
4,880
-16%
增持
TJX
TJX COS INC NEW
+$37.3K
3,100
+4%
增持
IP
INTERNATIONAL PAPER CO
-$36.4K
16,011
+4%
增持
EVRG
EVERGY INC
+$34.9K
3,405
+1%
减持
SO
SOUTHERN CO
+$34.7K
9,001
-6%
减持
DFVX
DIMENSIONAL ETF TRUST
-$34.0K
10,485
-4%
增持
VTI
VANGUARD INDEX FDS
-$33.4K
9,754
+3%
增持
USHY
ISHARES TR
+$32.5K
8,041
+14%
