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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 53
减持 61
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
BIV
VANGUARD BD INDEX FDS
+$17.6M
215,508
减持
DFAC
DIMENSIONAL ETF TRUST
-$13.2M
1,313,179
-23%
减持
VUG
VANGUARD INDEX FDS
-$10.2M
4,933
-86%
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
-$2.6M
46,380
-52%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.5M
47,538
减持
HD
HOME DEPOT INC
-$1.3M
8,659
-7%
减持
NKE
NIKE INC
-$814.0K
23,524
-1%
减持
—
EXXON MOBIL CORP
+$792.0K
38,672
-1%
减持
MSFT
MICROSOFT CORP
-$776.0K
20,292
-3%
增持
META
META PLATFORMS INC
-$738.0K
6,545
+0%
减持
ABBV
ABBVIE INC
+$673.0K
29,169
-3%
减持
PFE
PFIZER INC
-$595.0K
33,739
-15%
减持
CVX
CHEVRON CORP NEW
+$577.0K
17,582
-10%
减持
SBUX
STARBUCKS CORP
-$507.0K
8,998
-21%
增持
VUSB
VANGUARD BD INDEX FDS
+$506.0K
18,838
+122%
减持
—
UNILEVER PLC
-$459.0K
5,086
-60%
增持
QCOM
QUALCOMM INC
-$454.0K
15,164
+0%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$408.0K
9,114
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$384.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$372.0K
2,911
-11%
清仓
IWF
ISHARES TR
-$363.0K
0
-100%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$345.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$325.0K
2,997
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$321.0K
4,175
+7%
减持
TSLA
TESLA INC
-$312.0K
213
-58%
减持
GOOGL
ALPHABET INC
-$312.0K
616
-12%
清仓
TFI
SPDR SER TR
-$310.0K
0
-100%
增持
—
LAM RESEARCH CORP
-$307.0K
2,117
+5%
增持
WPC
WP CAREY INC
+$306.0K
7,276
+111%
减持
CRM
SALESFORCE COM INC
-$306.0K
6,953
-1%
清仓
ILMN
ILLUMINA INC
-$296.0K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$291.0K
2,050
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$288.0K
18,915
+8%
清仓
KLAC
KLA CORP
-$274.0K
0
-100%
清仓
—
CHEMOCENTRYX INC
-$262.0K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$262.0K
638
建仓
—
TRITON INTL LTD
+$260.0K
3,700
增持
VZ
VERIZON COMMUNICATIONS INC
+$258.0K
56,764
+12%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$255.0K
17,992
+1%
清仓
DAL
DELTA AIR LINES INC DEL
-$253.0K
0
-100%
清仓
—
CARNIVAL CORP
-$252.0K
0
-100%
清仓
FTNT
FORTINET INC
-$251.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$248.0K
23,429
-4%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & P
-$247.0K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$247.0K
0
-100%
减持
PEP
PEPSICO INC
-$246.0K
3,342
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$243.0K
4,527
-0%
建仓
DOCU
DOCUSIGN INC
+$243.0K
2,273
清仓
ARKK
ARK ETF TR
-$241.0K
0
-100%
清仓
LQD
ISHARES TR
-$239.0K
0
-100%
清仓
ITB
ISHARES TR
-$234.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$230.0K
0
-100%
减持
AAPL
APPLE INC
-$222.0K
67,891
-0%
清仓
AES
AES CORP
-$222.0K
0
-100%
清仓
IWD
ISHARES TR
-$221.0K
0
-100%
建仓
IYW
ISHARES TR
+$216.0K
2,100
建仓
MINT
PIMCO ETF TR
+$205.0K
2,050
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$203.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$203.0K
0
-100%
清仓
AZO
AUTOZONE INC
-$203.0K
0
-100%
建仓
XME
SPDR SER TR
+$203.0K
3,316
清仓
MKSI
MKS INSTRS INC
-$202.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$200.0K
3,529
减持
GOOG
ALPHABET INC
-$193.0K
1,690
-0%
减持
PPL
PPL CORP
-$190.0K
29,653
-14%
增持
PYPL
PAYPAL HLDGS INC
-$189.0K
3,696
+13%
减持
WY
WEYERHAEUSER CO MTN BE
-$178.0K
33,815
-5%
增持
—
TOTALENERGIES SE
+$178.0K
10,696
+46%
增持
ENB
ENBRIDGE INC
+$174.0K
16,692
+10%
增持
JPM
JPMORGAN CHASE & CO
-$173.0K
12,173
+5%
减持
ABT
ABBOTT LABS
-$173.0K
6,080
-4%
增持
INTC
INTEL CORP
+$172.0K
29,824
+18%
减持
KMB
KIMBERLY-CLARK CORP
-$167.0K
3,126
-19%
增持
WMB
WILLIAMS COS INC
+$167.0K
13,359
+25%
减持
LTC
LTC PPTYS INC
+$164.0K
41,479
-1%
增持
ZTS
ZOETIS INC
+$160.0K
5,208
+55%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$156.0K
4,474
-0%
减持
F
FORD MTR CO DEL
-$156.0K
16,572
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$154.0K
10,087
-3%
减持
ORCL
ORACLE CORP
-$149.0K
9,768
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$144.0K
6,742
+23%
减持
IEMG
ISHARES INC
-$135.0K
5,575
-25%
增持
ABNB
AIRBNB INC
+$131.0K
2,130
+51%
增持
BTI
BRITISH AMERN TOB PLC
+$131.0K
19,134
+6%
增持
—
SPLUNK INC
+$128.0K
3,576
+3%
增持
USB
US BANCORP DEL
-$126.0K
86,739
+3%
增持
VLO
VALERO ENERGY CORP
+$121.0K
4,076
+5%
增持
NFLX
NETFLIX INC
-$119.0K
1,319
+30%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$119.0K
1,858
-15%
减持
MO
ALTRIA GROUP INC
+$118.0K
29,845
-2%
减持
NOW
SERVICENOW INC
-$114.0K
796
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$109.0K
29,941
+3%
增持
MMM
3M CO
+$105.0K
3,365
+51%
减持
UNH
UNITEDHEALTH GROUP INC
-$101.0K
4,210
-6%
减持
KO
COCA COLA CO
-$99.0K
11,088
-16%
减持
—
ASML HOLDING N V
-$98.0K
744
-0%
增持
KMI
KINDER MORGAN INC DEL
+$98.0K
27,397
+4%
增持
ADSK
AUTODESK INC
-$96.0K
1,931
+7%
增持
D
DOMINION ENERGY INC
+$95.0K
7,912
+8%
减持
—
JOHNSON CTLS INTL PLC
-$89.0K
3,274
-12%
减持
BCE
BCE INC
+$89.0K
29,941
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$89.0K
2,406
-2%
减持
VTI
VANGUARD INDEX FDS
-$88.0K
1,596
-14%
减持
IT
GARTNER INC
-$88.0K
1,377
-8%
增持
T
AT&T INC
-$86.0K
92,137
+0%
增持
AMZN
AMAZON COM INC
+$85.0K
1,579
+4%
增持
PG
PROCTER AND GAMBLE CO
-$83.0K
9,657
+1%
减持
SPSB
SPDR SER TR
-$81.0K
8,050
-23%
增持
DGRO
ISHARES TR
+$81.0K
34,305
+9%
增持
V
VISA INC
+$79.0K
12,952
+0%
减持
NVDA
NVIDIA CORPORATION
-$79.0K
1,832
-7%
清仓
—
ABERDEEN ASIA-PACIFIC INCOME
-$76.0K
0
-100%
增持
MPT
MEDICAL PPTYS TRUST INC
-$75.0K
83,832
+7%
减持
—
NXP SEMICONDUCTORS N V
-$73.0K
1,703
-0%
增持
TRP
TC ENERGY CORP
+$73.0K
6,508
+3%
增持
WMT
WALMART INC
+$72.0K
4,470
+9%
增持
DVY
ISHARES TR
+$71.0K
8,325
+2%
增持
—
MEDTRONIC PLC
+$71.0K
2,689
+23%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$71.0K
1,438
+4%
减持
TXN
TEXAS INSTRS INC
-$71.0K
4,519
-5%
减持
SO
SOUTHERN CO
+$70.0K
18,624
-0%
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$69.0K
10,952
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$69.0K
4,635
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$68.0K
3,806
+32%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$66.0K
22,500
+32%
减持
BA
BOEING CO
-$65.0K
3,565
-4%
减持
AVGO
BROADCOM INC
-$64.0K
660
-9%
增持
BAC
BK OF AMERICA CORP
-$64.0K
26,318
+2%
增持
CMCSA
COMCAST CORP NEW
-$63.0K
23,282
+2%
减持
—
JPMORGAN CHASE & CO
+$55.0K
35,710
-8%
减持
JNJ
JOHNSON & JOHNSON
-$53.0K
8,518
-7%
增持
POR
PORTLAND GEN ELEC CO
+$53.0K
16,033
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$52.0K
13,271
+0%
增持
VOD
VODAFONE GROUP PLC NEW
+$52.0K
28,493
+1%
减持
EFA
ISHARES TR
-$52.0K
8,165
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$49.0K
681
+1%
增持
GLD
SPDR GOLD TR
+$48.0K
2,200
+8%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$48.0K
111,314
+17%
减持
ISRG
INTUITIVE SURGICAL INC
-$47.0K
811
-0%
减持
AXP
AMERICAN EXPRESS CO
+$46.0K
2,085
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$45.0K
4,130
+0%
减持
AMGN
AMGEN INC
+$44.0K
3,535
-2%
减持
PM
PHILIP MORRIS INTL INC
-$41.0K
23,467
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$37.0K
8,415
-2%
减持
OKE
ONEOK INC NEW
+$37.0K
5,796
-8%
增持
C
CITIGROUP INC
-$36.0K
6,838
+3%
减持
CM
CANADIAN IMP BK COMM
+$36.0K
8,078
-1%
增持
SNY
SANOFI
+$36.0K
6,500
+9%
减持
GD
GENERAL DYNAMICS CORP
-$36.0K
933
-26%
减持
UNP
UNION PAC CORP
+$35.0K
1,986
-1%
