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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 11
增持 65
减持 66
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$10.3M
269,640
+79%
减持
DFIC
DIMENSIONAL ETF TRUST
-$2.7M
615,671
-8%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.4M
1,150,512
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。
-4%
清仓
FHYS
FEDERATED HERMES ETF TRUST
-$2.2M
0
-100%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$2.0M
82,239
-55%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.8M
32,758
减持
—
MANAGED PORTFOLIO SERIES
-$865.0K
312,694
-6%
减持
VUG
VANGUARD INDEX FDS
-$832.0K
1,943
-65%
增持
VZ
VERIZON COMMUNICATIONS INC
-$675.0K
61,495
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$672.0K
99,485
+21%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$631.0K
10,180
增持
GOOG
ALPHABET INC
-$593.0K
31,668
+1804%
增持
AAPL
APPLE INC
+$562.0K
70,665
+5%
减持
ABBV
ABBVIE INC
-$560.0K
26,642
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$553.0K
15,836
+127%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$553.0K
302,331
+1%
增持
GLDM
WORLD GOLD TR
-$547.0K
398,460
+4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$492.0K
3,754
-10%
建仓
SPYG
SPDR SER TR
+$472.0K
9,423
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$443.0K
110,758
-15%
增持
USB
US BANCORP DEL
-$439.0K
86,228
+1%
增持
T
AT&T INC
-$434.0K
105,595
+8%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$422.0K
7,300
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$398.0K
10,915
减持
V
VISA INC
-$377.0K
11,936
-6%
增持
PMM
PUTNAM MANAGED MUN INCOME TR
+$356.0K
243,325
+58%
建仓
—
CHEMOCENTRYX INC
+$346.0K
6,700
增持
INTC
INTEL CORP
-$339.0K
32,285
+3%
增持
ELV
ELEVANCE HEALTH INC
+$337.0K
5,274
+24%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$333.0K
6,392
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$330.0K
13,820
-69%
减持
SO
SOUTHERN CO
-$325.0K
14,047
-22%
增持
BIV
VANGUARD BD INDEX FDS
-$306.0K
344,882
+4%
清仓
VTI
VANGUARD INDEX FDS
-$295.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$293.0K
20,589
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$289.0K
14,165
-16%
增持
PFE
PFIZER INC
-$288.0K
35,694
+1%
增持
HD
HOME DEPOT INC
+$278.0K
9,581
+11%
减持
CMCSA
COMCAST CORP NEW
-$271.0K
23,695
-4%
建仓
SQ
BLOCK INC
+$264.0K
4,798
减持
WY
WEYERHAEUSER CO MTN BE
-$255.0K
28,767
-12%
增持
PM
PHILIP MORRIS INTL INC
-$255.0K
24,509
+6%
清仓
IEMG
ISHARES INC
-$242.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$239.0K
0
-100%
增持
SYK
STRYKER CORPORATION
+$235.0K
6,245
+21%
清仓
BOND
PIMCO ETF TR
-$225.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$210.0K
0
-100%
增持
QCOM
QUALCOMM INC
-$209.0K
15,317
+1%
清仓
SPGI
S&P GLOBAL INC
-$209.0K
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$208.0K
8,650
-33%
减持
MA
MASTERCARD INCORPORATED
-$204.0K
1,080
-33%
清仓
—
GSK PLC
-$203.0K
0
-100%
建仓
—
TRITON INTL LTD
+$202.0K
3,699
建仓
GWW
GRAINGER W W INC
+$200.0K
409
建仓
KEY
KEYCORP
+$193.0K
12,074
减持
MPT
MEDICAL PPTYS TRUST INC
-$186.0K
53,349
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$186.0K
18,100
+4%
减持
—
LAM RESEARCH CORP
-$186.0K
1,877
-8%
减持
DGRO
ISHARES TR
-$183.0K
31,080
-5%
减持
GIS
GENERAL MLS INC
-$165.0K
4,253
-35%
增持
BCE
BCE INC
-$164.0K
32,027
+4%
减持
PPL
PPL CORP
-$162.0K
19,142
-20%
增持
GOOGL
ALPHABET INC
-$161.0K
11,936
+1896%
增持
PYPL
PAYPAL HLDGS INC
+$160.0K
4,959
+30%
减持
ZTS
ZOETIS INC
-$158.0K
1,742
-28%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$154.0K
4,441
-0%
减持
EMXC
ISHARES INC
-$149.0K
19,468
-8%
增持
PG
PROCTER AND GAMBLE CO
-$146.0K
9,757
+2%
增持
NFLX
NETFLIX INC
+$143.0K
1,711
+15%
减持
NOW
SERVICENOW INC
-$140.0K
549
-25%
增持
CRM
SALESFORCE INC
-$140.0K
6,802
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$139.0K
16,488
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$135.0K
6,338
+1%
增持
VOD
VODAFONE GROUP PLC NEW
-$123.0K
34,366
+4%
减持
LLY
LILLY ELI & CO
-$117.0K
3,656
-9%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$117.0K
31,064
+28%
减持
LTC
LTC PPTYS INC
-$115.0K
50,326
-3%
减持
KO
COCA COLA CO
-$114.0K
10,235
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$112.0K
3,725
-4%
减持
MRK
MERCK & CO INC
-$111.0K
16,184
-2%
减持
MMM
3M CO
-$110.0K
3,182
-11%
减持
—
EXXON MOBIL CORP
-$106.0K
34,565
-5%
减持
POR
PORTLAND GEN ELEC CO
-$105.0K
18,493
-2%
减持
SNY
SANOFI
-$103.0K
6,314
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$97.0K
10,392
-1%
减持
—
ACCENTURE PLC IRELAND
-$95.0K
2,642
-5%
减持
ABT
ABBOTT LABS
-$95.0K
4,411
-8%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$89.0K
4,999
-10%
增持
META
META PLATFORMS INC
-$88.0K
7,153
+9%
增持
BTI
BRITISH AMERN TOB PLC
-$86.0K
21,447
+9%
增持
NKE
NIKE INC
-$84.0K
27,792
+19%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$81.0K
15,336
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$78.0K
2,066
+41%
减持
GLD
SPDR GOLD TR
-$78.0K
2,040
-13%
增持
DUK
DUKE ENERGY CORP NEW
-$74.0K
8,703
+6%
减持
AMZN
AMAZON COM INC
+$69.0K
31,823
-4%
减持
QQQ
INVESCO QQQ TR
-$64.0K
4,941
-0%
减持
BA
BOEING CO
-$62.0K
3,497
-1%
减持
VDE
VANGUARD WORLD FDS
-$61.0K
42,631
-3%
增持
OIA
INVESCO MUNI INCOME OPP TRST
+$61.0K
41,937
+46%
增持
CAT
CATERPILLAR INC
-$58.0K
6,141
+3%
增持
KMB
KIMBERLY-CLARK CORP
-$53.0K
3,757
+7%
减持
—
SPLUNK INC
-$49.0K
3,498
-1%
增持
EOT
EATON VANCE NATL MUN OPPORT
+$49.0K
15,685
+34%
减持
—
ASML HOLDING N V
-$48.0K
737
-1%
减持
CVX
CHEVRON CORP NEW
-$48.0K
15,180
-1%
增持
—
JPMORGAN CHASE & CO
+$47.0K
37,010
+1%
增持
ORCL
ORACLE CORP
-$47.0K
10,662
+7%
减持
KMI
KINDER MORGAN INC DEL
-$46.0K
23,932
-10%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$46.0K
11,889
+8%
增持
TRP
TC ENERGY CORP
-$46.0K
7,476
+12%
增持
—
ASTRAZENECA PLC
-$45.0K
4,328
+2%
减持
IEFA
ISHARES TR
-$45.0K
6,336
-2%
减持
AVGO
BROADCOM INC
-$42.0K
630
-5%
增持
D
DOMINION ENERGY INC
-$42.0K
9,398
+9%
增持
NGG
NATIONAL GRID PLC
-$42.0K
6,690
+12%
减持
MO
ALTRIA GROUP INC
-$40.0K
28,605
-0%
增持
WPC
WP CAREY INC
-$40.0K
4,695
+6%
增持
DG
DOLLAR GEN CORP NEW
+$40.0K
1,018
+22%
增持
—
AMCOR PLC
+$39.0K
22,435
+38%
减持
UNP
UNION PAC CORP
-$37.0K
1,903
-1%
减持
SBUX
STARBUCKS CORP
+$37.0K
9,076
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$37.0K
1,643
+5%
减持
MINT
PIMCO ETF TR
-$36.0K
3,200
-10%
增持
—
TOTALENERGIES SE
-$35.0K
15,871
+8%
增持
UPS
UNITED PARCEL SERVICE INC
-$35.0K
4,789
+8%
减持
WMT
WALMART INC
+$35.0K
4,631
-0%
减持
OKE
ONEOK INC NEW
-$34.0K
5,626
-3%
增持
AMGN
AMGEN INC
+$32.0K
4,003
+12%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$31.0K
1,209
-11%
增持
C
CITIGROUP INC
-$26.0K
6,314
+1%
减持
MCD
MCDONALDS CORP
-$26.0K
967
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.0K
4,533
+0%
增持
CCI
CROWN CASTLE INC
-$25.0K
3,050
+10%
增持
ENB
ENBRIDGE INC
-$25.0K
19,273
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$24.0K
1,858
-1%
减持
COST
COSTCO WHSL CORP NEW
-$24.0K
2,155
-1%
增持
BAC
BK OF AMERICA CORP
-$24.0K
26,786
+0%
增持
JNJ
JOHNSON & JOHNSON
-$23.0K
8,899
+7%
减持
DGX
QUEST DIAGNOSTICS INC
-$22.0K
2,197
-0%
增持
CSCO
CISCO SYS INC
+$21.0K
28,745
+9%
减持
IT
GARTNER INC
+$21.0K
1,133
-6%
减持
ADSK
AUTODESK INC
-$21.0K
1,582
-14%
减持
REGN
REGENERON PHARMACEUTICALS
+$20.0K
384
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$20.0K
624
+1%
增持
AMLP
ALPS ETF TR
+$19.0K
6,704
+2%
增持
VNQ
VANGUARD INDEX FDS
-$19.0K
3,181
+6%
增持
DLR
DIGITAL RLTY TR INC
-$17.0K
3,164
+24%
增持
—
UNILEVER PLC
+$17.0K
10,500
+9%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$16.0K
13,336
-0%
