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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 58
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
BLV
VANGUARD BD INDEX FDS
+$9.8M
131,428
减持
BND
VANGUARD BD INDEX FDS
-$9.5M
565,279
-17%
减持
AAPL
APPLE INC
+$2.0M
69,123
-1%
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
MSFT
MICROSOFT CORP
+$926.3K
20,701
-3%
减持
AMZN
AMAZON COM INC
+$857.0K
32,997
-1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$815.5K
200,458
+7%
减持
ABBV
ABBVIE INC
-$756.7K
24,998
-3%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$677.4K
96,267
-12%
增持
BIV
VANGUARD BD INDEX FDS
+$660.0K
470,001
+4%
清仓
—
PROSHARES TR II
-$623.7K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$589.3K
162,467
+6%
减持
VTEB
VANGUARD MUN BD FDS
-$574.9K
131,017
-7%
减持
—
EXXON MOBIL CORP
-$519.1K
34,207
-10%
减持
GOOG
ALPHABET INC
+$503.1K
30,551
-0%
增持
LLY
LILLY ELI & CO
+$490.8K
3,663
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$452.0K
544,112
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$359.3K
20,959
+13%
增持
—
LAM RESEARCH CORP
+$323.5K
2,192
+7%
建仓
—
PROSHARES TR II
+$319.8K
12,813
增持
NKE
NIKE INC
-$288.2K
28,207
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$284.6K
2,814
-1%
建仓
XCEM
COLUMBIA ETF TR II
+$277.6K
9,708
减持
PFE
PFIZER INC
-$270.1K
29,850
-11%
建仓
BROS
DUTCH BROS INC
+$262.8K
9,237
增持
T
AT&T INC
-$260.9K
102,037
+4%
清仓
CLX
CLOROX CO DEL
-$245.6K
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$244.5K
14,183
-30%
减持
VYM
VANGUARD WHITEHALL FDS
-$240.4K
175,357
-2%
清仓
MMM
3M CO
-$237.5K
0
-100%
建仓
ITB
ISHARES TR
+$236.4K
2,767
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$235.7K
1,605
增持
USB
US BANCORP DEL
-$234.3K
84,815
+1%
建仓
—
PIONEER NAT RES CO
+$233.5K
1,127
减持
CSCO
CISCO SYS INC
-$225.6K
23,651
-15%
清仓
DLR
DIGITAL RLTY TR INC
-$205.9K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$205.7K
3,019
减持
NVDA
NVIDIA CORPORATION
+$201.6K
1,491
-3%
增持
GLDM
WORLD GOLD TR
+$198.0K
371,484
+4%
增持
AMGN
AMGEN INC
+$196.0K
4,694
+34%
减持
ORCL
ORACLE CORP
+$185.4K
9,683
-7%
减持
QCOM
QUALCOMM INC
-$178.5K
14,968
-3%
增持
NFLX
NETFLIX INC
+$175.5K
1,640
+4%
减持
JPM
JPMORGAN CHASE & CO
+$172.4K
11,836
-0%
减持
GILD
GILEAD SCIENCES INC
-$154.4K
7,053
-16%
减持
GOOGL
ALPHABET INC
+$150.0K
11,883
-3%
增持
V
VISA INC
+$144.5K
11,774
+0%
减持
AVGO
BROADCOM INC
+$143.3K
691
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$129.0K
4,539
-1%
清仓
MMU
WESTERN ASSET MANAGED MUNS F
-$125.1K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$110.0K
4,186
+43%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$101.1K
320,483
-4%
减持
TXN
TEXAS INSTRS INC
-$97.1K
3,874
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$93.9K
60,887
+0%
增持
NVO
NOVO-NORDISK A S
+$92.8K
2,006
+38%
减持
MRK
MERCK & CO INC
+$87.7K
12,424
-2%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$81.6K
65,075
-8%
增持
INTC
INTEL CORP
+$80.1K
25,862
+8%
减持
CMCSA
COMCAST CORP NEW
+$78.1K
24,059
-1%
增持
ELV
ELEVANCE HEALTH INC
-$77.9K
5,266
+0%
减持
JNJ
JOHNSON & JOHNSON
+$77.3K
8,832
-1%
减持
NOW
SERVICENOW INC
+$76.7K
813
-1%
减持
KEY
KEYCORP
-$75.5K
13,627
-15%
减持
DGRO
ISHARES TR
-$75.3K
28,089
-8%
减持
WFC
WELLS FARGO CO NEW
+$73.0K
16,417
-2%
增持
—
ASML HOLDING N V
+$72.5K
812
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$72.4K
703
-8%
增持
UPS
UNITED PARCEL SERVICE INC
-$71.0K
5,217
+1%
减持
PPL
PPL CORP
-$68.4K
12,073
-13%
增持
SMH
VANECK ETF TRUST
+$68.0K
3,290
+100%
增持
NGG
NATIONAL GRID PLC
+$66.2K
7,399
+16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.1K
11,549
-0%
增持
PYPL
PAYPAL HLDGS INC
+$63.2K
5,943
+35%
减持
WY
WEYERHAEUSER CO MTN BE
+$59.2K
17,581
-0%
减持
SPYG
SPDR SER TR
+$58.9K
21,195
-5%
减持
POR
PORTLAND GEN ELEC CO
-$54.0K
13,857
-4%
增持
VUG
VANGUARD INDEX FDS
+$52.9K
1,319
+3%
减持
SO
SOUTHERN CO
-$52.8K
12,740
-6%
减持
—
ACCENTURE PLC IRELAND
+$52.6K
2,459
-0%
减持
—
MANAGED PORTFOLIO SERIES
+$51.3K
298,774
-1%
增持
TRP
TC ENERGY CORP
+$50.0K
9,852
+10%
增持
CCI
CROWN CASTLE INC
-$49.8K
3,813
+5%
增持
—
MEDTRONIC PLC
+$48.2K
3,606
+8%
减持
DIS
DISNEY WALT CO
-$48.1K
3,092
-4%
增持
SQ
BLOCK INC
+$47.2K
5,382
+19%
增持
WMB
WILLIAMS COS INC
+$46.2K
14,592
+1%
增持
F
FORD MTR CO DEL
+$43.4K
16,647
+1%
减持
MPT
MEDICAL PPTYS TRUST INC
-$43.2K
27,980
-24%
增持
ABNB
AIRBNB INC
+$42.5K
2,475
+12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$42.1K
9,391
-2%
增持
SBUX
STARBUCKS CORP
-$41.3K
8,255
+0%
减持
META
META PLATFORMS INC
+$41.3K
2,976
-22%
减持
OIA
INVESCO MUNI INCOME OPP TRST
-$41.2K
18,395
-22%
增持
VLO
VALERO ENERGY CORP
-$41.0K
2,870
+6%
增持
FISV
FISERV INC
+$40.1K
2,115
+5%
减持
KO
COCA COLA CO
-$39.7K
11,992
-2%
减持
GIS
GENERAL MLS INC
-$38.5K
4,207
-0%
减持
TFC
TRUIST FINL CORP
-$38.0K
6,950
-5%
减持
—
AMCOR PLC
-$37.9K
25,142
-1%
增持
SNY
SANOFI
+$36.9K
9,747
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$35.9K
4,333
+0%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$34.3K
35,842
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$33.9K
11,121
+10%
增持
CVX
CHEVRON CORP NEW
-$31.4K
14,453
+2%
减持
WMT
WALMART INC
+$30.8K
4,404
-2%
减持
MA
MASTERCARD INCORPORATED
+$29.2K
1,013
-0%
增持
EFA
ISHARES TR
+$28.3K
8,445
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$28.2K
4,484
+17%
减持
ABT
ABBOTT LABS
+$28.1K
4,064
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$27.8K
3,517
-0%
减持
KMI
KINDER MORGAN INC DEL
-$27.4K
21,624
-5%
减持
EMXC
ISHARES INC
+$26.3K
11,425
-1%
增持
WPC
WP CAREY INC
-$25.7K
4,657
+6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$23.7K
6,535
+4%
减持
HON
HONEYWELL INTL INC
+$22.9K
1,691
-1%
减持
ADSK
AUTODESK INC
-$21.7K
1,530
-5%
减持
NVS
NOVARTIS AG
+$19.3K
3,181
-3%
减持
IEFA
ISHARES TR
-$18.4K
5,611
-6%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$18.4K
13,936
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$18.3K
1,647
+0%
减持
BP
BP PLC
-$17.7K
6,406
-0%
减持
SHEL
SHELL PLC
-$17.5K
3,553
-12%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$17.4K
10,496
-15%
减持
CRM
SALESFORCE INC
+$17.1K
6,349
-4%
减持
GWW
GRAINGER W W INC
-$16.7K
316
-18%
减持
BCE
BCE INC
+$16.5K
32,706
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$13.9K
10,746
+6%
减持
—
EATON CORP PLC
+$13.8K
1,195
-10%
增持
FCX
FREEPORT-MCMORAN INC
+$13.8K
7,353
+7%
增持
LTC
LTC PPTYS INC
-$13.1K
51,227
+6%
增持
GLD
SPDR GOLD TR
+$13.1K
2,170
+6%
减持
—
UNILEVER PLC
-$12.9K
9,959
-3%
增持
—
TOTALENERGIES SE
-$12.8K
14,337
+1%
减持
NEE
NEXTERA ENERGY INC
-$12.7K
3,379
-1%
增持
CPLB
INDEXIQ ACTIVE ETF TR
+$12.2K
15,000
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$11.7K
10,307
-3%
减持
PM
PHILIP MORRIS INTL INC
-$11.0K
23,605
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$10.6K
20,624
-1%
增持
NUBD
NUSHARES ETF TR
+$10.4K
37,800
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$9.9K
13,703
+1%
减持
PEP
PEPSICO INC
-$9.8K
3,198
-3%
增持
ZTS
ZOETIS INC
+$9.1K
1,462
+0%
增持
VCEB
VANGUARD WORLD FD
+$8.1K
4,048
+5%
减持
—
TRITON INTL LTD
+$7.5K
2,899
-22%
增持
ENB
ENBRIDGE INC
-$6.7K
18,913
+2%
增持
VDE
VANGUARD WORLD FDS
-$6.3K
34,952
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
+$5.9K
7,710
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.6K
1,644
-0%
增持
C
CITIGROUP INC
-$5.1K
6,017
+0%
增持
D
DOMINION ENERGY INC
+$4.9K
10,734
+9%
减持
AMLP
ALPS ETF TR
-$4.6K
5,732
-3%
