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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 40
减持 83
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
BIV
VANGUARD BD INDEX FDS
+$34.7M
452,152
清仓
SPAB
SPDR SER TR
-$28.3M
0
-100%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$11.7M
187,241
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
SCHD
SCHWAB STRATEGIC TR
+$8.3M
153,213
+297%
减持
FNDF
SCHWAB STRATEGIC TR
-$4.5M
160,710
-51%
增持
AAPL
APPLE INC
+$2.4M
69,483
+0%
减持
BND
VANGUARD BD INDEX FDS
+$1.3M
685,013
-0%
清仓
IWF
ISHARES TR
-$1.0M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.0M
21,239
-0%
增持
AMZN
AMAZON COM INC
+$969.9K
33,348
+13%
建仓
NUBD
NUSHARES ETF TR
+$820.7K
36,720
减持
—
PROSHARES TR II
-$728.8K
68,915
-42%
减持
USB
US BANCORP DEL
-$720.8K
84,234
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$658.3K
178,583
-1%
增持
—
EXXON MOBIL CORP
+$625.8K
38,189
+18%
增持
CRM
SALESFORCE INC
+$587.5K
6,628
+19%
减持
GOOG
ALPHABET INC
+$409.6K
30,699
-2%
增持
META
META PLATFORMS INC
+$401.8K
3,835
+12%
增持
—
MANAGED PORTFOLIO SERIES
+$390.3K
300,757
+7%
减持
PFE
PFIZER INC
-$380.1K
33,457
-2%
减持
GILD
GILEAD SCIENCES INC
-$335.1K
8,412
-30%
减持
DFAC
DIMENSIONAL ETF TRUST
+$333.6K
562,036
-2%
减持
JPM
JPMORGAN CHASE & CO
-$328.7K
11,887
-15%
清仓
VOD
VODAFONE GROUP PLC NEW
-$318.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$305.9K
5,841
-1%
建仓
CPLB
INDEXIQ ACTIVE ETF TR
+$299.9K
14,175
减持
MRK
MERCK & CO INC
-$290.2K
12,650
-14%
清仓
IWD
ISHARES TR
-$289.2K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$285.5K
5,257
-0%
建仓
ABNB
AIRBNB INC
+$274.7K
2,208
建仓
—
LYONDELLBASELL INDUSTRIES N
+$274.4K
2,923
增持
SYK
STRYKER CORPORATION
+$271.2K
6,332
+1%
减持
HD
HOME DEPOT INC
-$269.9K
9,359
-3%
建仓
NEE
NEXTERA ENERGY INC
+$263.5K
3,418
清仓
—
PIONEER NAT RES CO
-$254.4K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$248.9K
14,131
-1%
减持
QCOM
QUALCOMM INC
+$247.6K
15,365
-1%
建仓
VCEB
VANGUARD WORLD FD
+$242.8K
3,873
清仓
AIG
AMERICAN INTL GROUP INC
-$241.6K
0
-100%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$236.9K
0
-100%
清仓
EAGG
ISHARES TR
-$233.7K
0
-100%
建仓
SHEL
SHELL PLC
+$232.0K
4,032
建仓
NVO
NOVO-NORDISK A S
+$231.9K
1,457
建仓
AMLP
ALPS ETF TR
+$229.3K
5,934
清仓
SPY
SPDR S&P 500 ETF TR
-$227.2K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$225.8K
2,304
清仓
CAG
CONAGRA BRANDS INC
-$221.9K
0
-100%
增持
VDE
VANGUARD WORLD FDS
-$220.9K
34,597
+1%
增持
V
VISA INC
+$217.1K
11,761
+0%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$216.5K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$215.1K
108,886
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$212.7K
3,518
-1%
清仓
VNQ
VANGUARD INDEX FDS
-$207.3K
0
-100%
增持
SNY
SANOFI
+$203.9K
8,977
+53%
减持
BAC
BANK AMERICA CORP
-$202.5K
24,839
-10%
减持
NVDA
NVIDIA CORPORATION
+$202.5K
1,545
-0%
减持
GLDM
WORLD GOLD TR
+$189.0K
356,734
-6%
减持
GOOGL
ALPHABET INC
+$182.5K
12,266
-1%
增持
JNJ
JOHNSON & JOHNSON
-$181.5K
8,933
+1%
增持
NFLX
NETFLIX INC
+$179.5K
1,583
+27%
减持
—
LAM RESEARCH CORP
+$171.1K
2,048
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$161.4K
5,187
+7%
增持
NKE
NIKE INC
+$156.7K
27,735
+0%
减持
PM
PHILIP MORRIS INTL INC
-$150.3K
23,807
-2%
减持
BTI
BRITISH AMERN TOB PLC
-$148.5K
20,369
-6%
减持
VTEB
VANGUARD MUN BD FDS
+$137.7K
141,227
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$129.4K
17,798
-4%
减持
ABBV
ABBVIE INC
-$118.9K
25,881
-1%
减持
CVS
CVS HEALTH CORP
-$117.6K
3,229
-16%
减持
SCHG
SCHWAB STRATEGIC TR
+$113.4K
18,591
-6%
减持
MPT
MEDICAL PPTYS TRUST INC
-$109.6K
36,780
-1%
减持
—
TOTALENERGIES SE
-$108.7K
14,212
-7%
清仓
SMFG
SUMITOMO MITSUI FINL GROUP I
-$107.8K
0
-100%
减持
ORCL
ORACLE CORP
+$107.1K
10,415
-1%
增持
PYPL
PAYPAL HLDGS INC
+$107.0K
4,390
+38%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$104.9K
20,798
-13%
增持
KO
COCA COLA CO
+$101.4K
12,282
+18%
减持
—
ASML HOLDING N V
+$101.3K
758
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$100.9K
7,778
-20%
减持
DLR
DIGITAL RLTY TR INC
-$100.8K
2,094
-32%
增持
NOW
SERVICENOW INC
+$97.1K
818
+12%
减持
CAT
CATERPILLAR INC
-$95.8K
5,987
-2%
减持
WY
WEYERHAEUSER CO MTN BE
-$84.6K
17,589
-11%
增持
AEP
AMERICAN ELEC PWR CO INC
+$83.0K
3,840
+37%
减持
CLX
CLOROX CO DEL
-$81.8K
1,552
-33%
减持
COST
COSTCO WHSL CORP NEW
+$80.3K
2,170
-1%
减持
WMB
WILLIAMS COS INC
-$77.6K
14,397
-7%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$74.0K
2,832
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$68.9K
11,595
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$67.5K
1,215
+11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$66.4K
4,315
-4%
减持
PPL
PPL CORP
-$66.1K
13,957
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$65.6K
60,641
+4%
减持
CMCSA
COMCAST CORP NEW
+$63.6K
24,310
-1%
减持
SO
SOUTHERN CO
-$63.4K
13,622
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.6K
6,327
-0%
减持
OIA
INVESCO MUNI INCOME OPP TRST
-$62.4K
23,495
-33%
增持
FCX
FREEPORT-MCMORAN INC
+$61.6K
6,853
+19%
减持
ENB
ENBRIDGE INC
-$61.1K
18,592
-6%
减持
CSCO
CISCO SYS INC
+$58.3K
27,725
-5%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$58.1K
4,440
-1%
减持
T
AT&T INC
+$56.0K
98,101
-1%
减持
SPYG
SPDR SER TR
+$55.4K
22,295
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$54.5K
1,648
-7%
减持
AVGO
BROADCOM INC
+$54.1K
711
-1%
建仓
RCS
PIMCO STRATEGIC INCOME FD
+$53.2K
10,000
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$53.0K
70,658
-4%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$52.1K
334,883
-0%
减持
CCI
CROWN CASTLE INC
-$50.5K
3,618
-8%
增持
KEY
KEYCORP
-$50.4K
16,087
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$48.0K
3,790
-8%
减持
GWW
GRAINGER W W INC
+$46.2K
386
-2%
增持
EOT
EATON VANCE NATL MUN OPPORT
+$46.1K
37,153
+0%
减持
DVY
ISHARES TR
-$44.8K
8,155
-2%
减持
MMM
3M CO
-$44.1K
2,260
-4%
增持
ADSK
AUTODESK INC
+$43.6K
1,608
+3%
减持
HON
HONEYWELL INTL INC
-$43.4K
1,716
-1%
减持
DIS
DISNEY WALT CO
+$42.6K
3,237
-0%
增持
WFC
WELLS FARGO CO NEW
-$42.2K
16,791
+4%
增持
PNC
PNC FINL SVCS GROUP INC
-$42.2K
2,243
+8%
增持
LLY
LILLY ELI & CO
-$39.5K
3,573
+3%
增持
—
SPLUNK INC
+$37.7K
3,286
+2%
减持
EFA
ISHARES TR
+$37.3K
8,165
-2%
减持
NGG
NATIONAL GRID PLC
+$36.7K
6,354
-3%
减持
LTC
LTC PPTYS INC
-$36.6K
48,524
-1%
减持
DGX
QUEST DIAGNOSTICS INC
-$36.0K
2,175
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$35.6K
10,143
-2%
增持
IEFA
ISHARES TR
+$35.3K
5,941
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.7K
4,595
+2%
增持
ABT
ABBOTT LABS
-$33.3K
4,098
+0%
减持
DGRO
ISHARES TR
-$32.3K
30,460
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.8K
10,668
+3%
减持
SBUX
STARBUCKS CORP
+$27.6K
8,250
-2%
减持
BP
BP PLC
-$26.8K
6,424
-17%
增持
FISV
FISERV INC
+$25.9K
2,006
+1%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$24.9K
12,386
-5%
增持
TRP
TC ENERGY CORP
+$24.1K
8,946
+10%
增持
MA
MASTERCARD INCORPORATED
+$23.9K
1,016
+2%
增持
MO
ALTRIA GROUP INC
-$23.4K
27,971
+1%
减持
CM
CANADIAN IMPERIAL BK COMM TO
+$22.4K
13,588
-1%
增持
—
AMCOR PLC
+$21.0K
25,376
+13%
清仓
—
QUMU CORP
-$20.6K
0
-100%
增持
TFC
TRUIST FINL CORP
-$20.4K
7,300
+17%
减持
—
EATON CORP PLC
+$17.9K
1,322
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.8K
762
-1%
减持
ZTS
ZOETIS INC
+$15.7K
1,458
-6%
减持
OKE
ONEOK INC NEW
-$15.5K
5,506
-1%
减持
WMT
WALMART INC
+$15.2K
4,485
-2%
减持
MCD
MCDONALDS CORP
+$14.7K
964
-0%
减持
WPC
WP CAREY INC
-$14.1K
4,394
-3%
