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Keudell/Morrison Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Keudell/Morrison Wealth Management
报告期 2026-03-31 · CIK 0001785498
持仓数
245
前50大市值合计
$383.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 40
减持 76
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$49.4M
1,704,288
清仓
DFAU
DIMENSIONAL ETF TRUST
-$43.9M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$10.9M
36,126
+1339%
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
VDE
VANGUARD WORLD FDS
-$5.9M
96,988
-47%
清仓
XME
SPDR SER TR
-$4.9M
0
-100%
减持
AAPL
APPLE INC
+$2.1M
68,010
-4%
建仓
EMXC
ISHARES INC
+$1.4M
23,413
减持
IEMG
ISHARES INC
-$1.2M
7,433
-73%
减持
MSFT
MICROSOFT CORP
+$866.0K
20,908
-4%
减持
T
AT&T INC
-$863.0K
91,972
-21%
减持
HD
HOME DEPOT INC
+$761.0K
9,322
-2%
减持
ABBV
ABBVIE INC
+$743.0K
29,953
-2%
减持
QCOM
QUALCOMM INC
+$660.0K
15,151
-7%
减持
PFE
PFIZER INC
+$627.0K
39,669
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$544.0K
4,476
+3%
减持
NKE
NIKE INC
+$510.0K
23,875
-0%
减持
ELV
ANTHEM INC
+$406.0K
4,489
-0%
减持
CMCSA
COMCAST CORP NEW
-$392.0K
22,911
-17%
增持
—
LAM RESEARCH CORP
+$392.0K
2,010
+9%
建仓
BROS
DUTCH BROS INC
+$390.0K
7,656
建仓
SQ
BLOCK INC
+$386.0K
2,390
建仓
UPST
UPSTART HLDGS INC
+$386.0K
2,550
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$384.0K
6,336
增持
XLK
SELECT SECTOR SPDR TR
+$375.0K
14,947
+0%
增持
MPT
MEDICAL PPTYS TRUST INC
+$369.0K
78,182
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$366.0K
29,003
+4%
建仓
IWF
ISHARES TR
+$363.0K
1,188
减持
AMLP
ALPS ETF TR
-$361.0K
7,894
-58%
增持
BAC
BK OF AMERICA CORP
+$352.0K
25,818
+37%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$345.0K
8,868
清仓
SLB
SCHLUMBERGER LTD
-$324.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$305.0K
19,481
-0%
减持
VUSB
VANGUARD BD INDEX FDS
-$302.0K
8,495
-41%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$300.0K
17,530
+31%
建仓
ISRG
INTUITIVE SURGICAL INC
+$292.0K
813
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$292.0K
10,420
+7%
增持
TSLA
TESLA INC
+$289.0K
513
+57%
减持
USB
US BANCORP DEL
-$277.0K
84,322
-0%
减持
GOOG
ALPHABET INC
+$275.0K
1,698
-2%
减持
SPSB
SPDR SER TR
-$271.0K
10,450
-45%
增持
DGRO
ISHARES TR
+$271.0K
31,505
+7%
建仓
—
CHEMOCENTRYX INC
+$262.0K
7,200
减持
—
ACCENTURE PLC IRELAND
+$259.0K
3,265
-5%
减持
META
META PLATFORMS INC
-$259.0K
6,520
-10%
建仓
DAL
DELTA AIR LINES INC DEL
+$253.0K
6,485
建仓
—
CARNIVAL CORP
+$252.0K
12,511
清仓
—
ALTERYX INC
-$252.0K
0
-100%
清仓
MRNA
MODERNA INC
-$250.0K
0
-100%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$247.0K
15,369
建仓
ARKK
ARK ETF TR
+$241.0K
2,546
增持
PG
PROCTER AND GAMBLE CO
+$238.0K
9,530
+1%
建仓
ITB
ISHARES TR
+$234.0K
2,817
建仓
SCHD
SCHWAB STRATEGIC TR
+$232.0K
2,875
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$231.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$226.0K
1,518
+3%
建仓
AES
AES CORP
+$222.0K
9,123
建仓
IWD
ISHARES TR
+$221.0K
1,316
清仓
BIIB
BIOGEN INC
-$213.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$213.0K
1,895
+42%
建仓
—
PIONEER NAT RES CO
+$212.0K
1,166
建仓
ENFR
ALPS ETF TR
+$210.0K
11,080
减持
LQD
ISHARES TR
-$206.0K
1,804
-46%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$203.0K
1,091
建仓
AZO
AUTOZONE INC
+$203.0K
97
清仓
TFC
TRUIST FINL CORP
-$202.0K
0
-100%
建仓
MKSI
MKS INSTRS INC
+$202.0K
1,159
减持
COST
COSTCO WHSL CORP NEW
+$202.0K
2,134
-5%
清仓
LAD
LITHIA MTRS INC
-$201.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$177.0K
3,269
+7%
减持
JPM
JPMORGAN CHASE & CO
-$174.0K
11,570
-6%
减持
QQQ
INVESCO QQQ TR
+$174.0K
4,742
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$172.0K
2,352
+28%
减持
LLY
LILLY ELI & CO
+$169.0K
4,136
-2%
减持
CSCO
CISCO SYS INC
+$161.0K
24,530
-4%
减持
—
SPLUNK INC
-$160.0K
3,483
-10%
增持
AMGN
AMGEN INC
+$155.0K
3,603
+17%
增持
ABT
ABBOTT LABS
+$146.0K
6,344
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$136.0K
5,481
-12%
减持
WY
WEYERHAEUSER CO MTN BE
+$128.0K
35,459
-5%
减持
ZTS
ZOETIS INC
+$128.0K
3,368
-6%
增持
MA
MASTERCARD INCORPORATED
+$121.0K
1,767
+19%
减持
CRM
SALESFORCE COM INC
-$121.0K
7,014
-0%
减持
—
TWITTER INC
-$120.0K
4,978
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$119.0K
4,532
+0%
减持
SO
SOUTHERN CO
+$115.0K
18,670
-1%
减持
F
FORD MTR CO DEL
+$112.0K
21,008
-8%
增持
—
JPMORGAN CHASE & CO
+$110.0K
38,870
+21%
增持
—
TOTALENERGIES SE
+$109.0K
7,337
+39%
减持
NVDA
NVIDIA CORPORATION
+$108.0K
1,970
-13%
减持
UNP
UNION PAC CORP
+$107.0K
2,016
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$106.0K
2,443
+2%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$104.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$104.0K
2,197
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$93.0K
4,482
-6%
增持
CAT
CATERPILLAR INC
+$92.0K
5,956
+0%
增持
DVY
ISHARES TR
+$87.0K
8,125
+3%
减持
UPS
UNITED PARCEL SERVICE INC
+$86.0K
3,734
-5%
增持
VLO
VALERO ENERGY CORP
+$85.0K
3,900
+32%
减持
CM
CANADIAN IMP BK COMM
-$79.0K
8,122
-12%
减持
VOD
VODAFONE GROUP PLC NEW
-$79.0K
28,272
-13%
建仓
—
ABERDEEN ASIA-PACIFIC INCOME
+$76.0K
19,848
增持
KMB
KIMBERLY-CLARK CORP
+$74.0K
3,863
+7%
增持
NGG
NATIONAL GRID PLC
+$72.0K
5,639
+0%
减持
INTC
INTEL CORP
-$70.0K
25,350
-2%
减持
C
CITIGROUP INC
-$69.0K
6,639
-1%
减持
KMI
KINDER MORGAN INC DEL
-$69.0K
26,460
-9%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$68.0K
3,920
-1%
减持
POR
PORTLAND GEN ELEC CO
+$66.0K
15,711
-3%
减持
GILD
GILEAD SCIENCES INC
-$64.0K
9,432
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.0K
50,693
+6%
减持
—
UNILEVER PLC
-$61.0K
12,852
-7%
减持
—
MEDTRONIC PLC
-$59.0K
2,192
-4%
减持
FCX
FREEPORT-MCMORAN INC
+$58.0K
6,456
-1%
减持
—
NXP SEMICONDUCTORS N V
-$58.0K
1,705
-25%
减持
REGN
REGENERON PHARMACEUTICALS
-$57.0K
472
-20%
增持
WPC
WP CAREY INC
+$55.0K
3,450
+11%
增持
BTI
BRITISH AMERN TOB PLC
+$53.0K
18,062
+2%
减持
SBUX
STARBUCKS CORP
+$52.0K
11,340
-2%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$49.0K
139,080
-0%
减持
—
EXXON MOBIL CORP
-$48.0K
39,260
-6%
减持
TXN
TEXAS INSTRS INC
-$48.0K
4,775
-3%
减持
DGX
QUEST DIAGNOSTICS INC
+$47.0K
2,199
-4%
减持
WMT
WALMART INC
-$47.0K
4,104
-11%
增持
BA
BOEING CO
-$47.0K
3,715
+3%
减持
ADSK
AUTODESK INC
-$47.0K
1,812
-7%
增持
V
VISA INC
+$46.0K
12,890
+5%
减持
OKE
ONEOK INC NEW
-$45.0K
6,332
-12%
增持
D
DOMINION ENERGY INC
+$42.0K
7,340
+0%
减持
PPL
PPL CORP
+$39.0K
34,482
-4%
减持
PM
PHILIP MORRIS INTL INC
-$38.0K
23,639
-2%
减持
—
ASML HOLDING N V
+$37.0K
747
-0%
减持
AXP
AMERICAN EXPRESS CO
-$35.0K
2,105
-7%
减持
DUK
DUKE ENERGY CORP NEW
+$34.0K
8,607
-3%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$34.0K
95,169
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$34.0K
17,753
+2%
减持
VTI
VANGUARD INDEX FDS
+$32.0K
1,866
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$31.0K
364
-26%
减持
CVS
CVS HEALTH CORP
+$28.0K
3,164
-10%
减持
KO
COCA COLA CO
+$28.0K
13,274
-8%
减持
TRP
TC ENERGY CORP
-$28.0K
6,320
-6%
增持
ILMN
ILLUMINA INC
+$27.0K
779
+17%
减持
GIS
GENERAL MLS INC
+$24.0K
7,833
-7%
增持
—
QUMU CORP
+$24.0K
24,000
+118%
增持
GD
GENERAL DYNAMICS CORP
+$24.0K
1,254
+4%
减持
MRK
MERCK & CO INC
+$23.0K
18,270
-0%
减持
BCE
BCE INC
-$22.0K
30,199
-5%
增持
SNY
SANOFI
+$21.0K
5,954
+3%
减持
AVGO
BROADCOM INC
+$20.0K
722
-24%
减持
WFC
WELLS FARGO CO NEW
-$20.0K
16,294
-6%
减持
PFF
ISHARES TR
-$20.0K
10,468
-6%
