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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 46
减持 89
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.0M
487,015
-10%
减持
BND
VANGUARD BD INDEX FDS
-$1.9M
562,206
-1%
减持
AAPL
APPLE INC
-$1.6M
68,898
-0%
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
BIV
VANGUARD BD INDEX FDS
-$1.5M
468,278
-0%
增持
XCEM
COLUMBIA ETF TR II
+$1.2M
54,388
+460%
减持
GLDM
WORLD GOLD TR
-$968.7K
359,550
-3%
增持
BLV
VANGUARD BD INDEX FDS
-$946.5K
132,718
+1%
减持
VWOB
VANGUARD WHITEHALL FDS
-$850.2K
196,625
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$825.1K
172,038
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$816.6K
155,198
-4%
减持
VTEB
VANGUARD MUN BD FDS
-$590.7K
124,511
-5%
减持
MSFT
MICROSOFT CORP
-$568.1K
20,527
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$486.3K
54,864
-10%
减持
RTX
RTX CORPORATION
-$476.8K
17,578
-1%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$460.9K
90,441
-6%
减持
NKE
NIKE INC
-$416.8K
28,199
-0%
增持
NVO
NOVO-NORDISK A S
+$381.3K
7,763
+287%
减持
FNDF
SCHWAB STRATEGIC TR
-$362.1K
147,121
-5%
减持
VDE
VANGUARD WORLD FDS
+$356.7K
33,947
-3%
清仓
—
SPLUNK INC
-$348.6K
0
-100%
减持
—
EXXON MOBIL CORP
+$335.4K
34,054
-0%
减持
—
MANAGED PORTFOLIO SERIES
-$323.0K
288,045
-4%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$316.8K
0
-100%
减持
GOOG
ALPHABET INC
+$312.6K
30,401
-0%
增持
LLY
ELI LILLY & CO
+$293.1K
3,744
+2%
减持
AMZN
AMAZON COM INC
-$282.7K
31,614
-4%
增持
CVX
CHEVRON CORP NEW
+$280.4K
15,150
+5%
减持
ABBV
ABBVIE INC
+$280.2K
24,474
-2%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$278.0K
305,983
-5%
增持
AMGN
AMGEN INC
+$271.3K
4,887
+4%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$259.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$250.7K
0
-100%
清仓
—
TRITON INTL LTD
-$241.4K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$237.8K
0
-100%
建仓
ETR
ENTERGY CORP NEW
+$228.9K
2,475
增持
BCE
BCE INC
-$226.7K
33,126
+1%
减持
BAC
BANK AMERICA CORP
-$226.1K
17,804
-28%
清仓
BP
BP PLC
-$226.1K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$225.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$223.2K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$220.3K
1,591
减持
PFE
PFIZER INC
-$219.0K
26,406
-12%
清仓
—
JOHNSON CTLS INTL PLC
-$205.7K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$204.6K
1,461
增持
SYK
STRYKER CORPORATION
-$200.7K
6,335
+0%
减持
T
AT&T INC
-$186.7K
95,927
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$177.7K
4,859
-7%
减持
MRK
MERCK & CO INC
-$166.6K
12,306
-1%
减持
PM
PHILIP MORRIS INTL INC
-$165.4K
23,103
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$159.3K
23,792
+14%
减持
DUK
DUKE ENERGY CORP NEW
-$139.3K
9,348
-13%
减持
D
DOMINION ENERGY INC
-$129.3K
9,551
-11%
清仓
KEY
KEYCORP
-$125.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$124.0K
11,817
-1%
减持
QCOM
QUALCOMM INC
-$121.2K
14,952
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$118.2K
10,689
-7%
减持
MO
ALTRIA GROUP INC
-$114.3K
26,988
-2%
增持
ORCL
ORACLE CORP
-$113.6K
9,814
+1%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$108.5K
61,551
-5%
减持
V
VISA INC
-$107.7K
11,688
-1%
减持
JNJ
JOHNSON & JOHNSON
-$103.1K
8,724
-1%
减持
—
TOTALENERGIES SE
+$103.0K
14,133
-1%
减持
POR
PORTLAND GEN ELEC CO
-$102.1K
13,507
-3%
减持
KO
COCA COLA CO
-$95.4K
11,196
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$93.9K
3,539
+1%
减持
ENB
ENBRIDGE INC
-$90.3K
18,450
-2%
减持
HD
HOME DEPOT INC
-$89.0K
9,327
-0%
减持
SO
SOUTHERN CO
-$88.9K
12,455
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$88.3K
4,016
-7%
增持
TFC
TRUIST FINL CORP
+$88.1K
10,451
+50%
减持
PG
PROCTER AND GAMBLE CO
-$86.0K
9,149
-2%
减持
TXN
TEXAS INSTRS INC
-$82.8K
3,865
-0%
增持
NUBD
NUSHARES ETF TR
+$80.0K
43,175
+14%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$78.5K
13,373
-4%
减持
EMXC
ISHARES INC
-$77.6K
10,360
-9%
减持
CSCO
CISCO SYS INC
-$77.0K
21,330
-10%
减持
BA
BOEING CO
-$76.8K
3,271
-2%
增持
SHEL
SHELL PLC
+$73.7K
4,477
+26%
减持
WY
WEYERHAEUSER CO MTN BE
-$73.1K
16,832
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.1K
5,380
-13%
增持
COST
COSTCO WHSL CORP NEW
+$70.1K
2,192
+1%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$70.0K
34,044
-5%
减持
NGG
NATIONAL GRID PLC
-$69.3K
7,074
-4%
减持
—
JPMORGAN CHASE & CO
+$67.0K
38,532
-0%
增持
—
ASML HOLDING N V
+$66.7K
1,113
+37%
减持
VLO
VALERO ENERGY CORP
+$66.5K
2,845
-1%
减持
AXP
AMERICAN EXPRESS CO
-$64.0K
1,952
-4%
减持
TRP
TC ENERGY CORP
-$63.4K
9,726
-1%
减持
PEP
PEPSICO INC
-$63.0K
3,124
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$62.2K
1,702
+3%
减持
PYPL
PAYPAL HLDGS INC
-$61.6K
5,730
-4%
减持
AVGO
BROADCOM INC
-$61.2K
648
-6%
增持
NFLX
NETFLIX INC
-$60.1K
1,754
+7%
减持
GIS
GENERAL MLS INC
-$58.2K
4,133
-2%
增持
WPC
WP CAREY INC
-$55.0K
4,800
+3%
增持
UNP
UNION PAC CORP
+$53.7K
2,183
+14%
减持
AEP
AMERICAN ELEC PWR CO INC
-$53.2K
4,312
-4%
减持
HON
HONEYWELL INTL INC
-$51.2K
1,622
-4%
减持
PPL
PPL CORP
-$49.1K
11,473
-5%
减持
F
FORD MTR CO DEL
-$47.9K
16,422
-1%
减持
GWW
GRAINGER W W INC
-$46.5K
293
-7%
增持
BROS
DUTCH BROS INC
-$45.8K
9,331
+1%
增持
CCI
CROWN CASTLE INC
-$45.7K
4,224
+11%
增持
SBUX
STARBUCKS CORP
-$44.1K
8,476
+3%
增持
ABT
ABBOTT LABS
-$43.4K
4,127
+2%
增持
ELV
ELEVANCE HEALTH INC
-$43.1K
5,274
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$40.3K
4,485
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$39.0K
9,566
+2%
减持
EFA
ISHARES TR
-$37.8K
8,335
-1%
增持
KMB
KIMBERLY-CLARK CORP
-$37.3K
3,898
+6%
建仓
ALT
ALTIMMUNE INC
+$36.4K
14,000
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$35.9K
4,521
-0%
增持
GILD
GILEAD SCIENCES INC
+$34.7K
7,717
+9%
减持
BTI
BRITISH AMERN TOB PLC
-$33.8K
13,915
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$32.5K
1,637
-0%
增持
CPLB
INDEXIQ ACTIVE ETF TR
+$31.5K
17,185
+15%
增持
—
MEDTRONIC PLC
-$31.3K
3,655
+1%
增持
—
PIONEER NAT RES CO
+$30.7K
1,151
+2%
增持
C
CITIGROUP INC
-$29.5K
6,019
+0%
增持
WFC
WELLS FARGO CO NEW
-$29.4K
16,429
+0%
减持
—
PROSHARES TR II
-$28.8K
12,488
-3%
减持
DIS
DISNEY WALT CO
-$27.1K
3,072
-1%
增持
MCD
MCDONALDS CORP
-$26.9K
905
+2%
增持
FISV
FISERV INC
-$25.0K
2,141
+1%
减持
META
META PLATFORMS INC
-$24.6K
2,763
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$24.5K
2,314
+0%
增持
VCEB
VANGUARD WORLD FD
+$24.3K
4,633
+14%
减持
ZTS
ZOETIS INC
-$24.2K
1,308
-11%
减持
PFF
ISHARES TR
-$24.1K
7,093
-8%
增持
ABNB
AIRBNB INC
+$23.9K
2,486
+0%
减持
—
AMCOR PLC
-$23.7K
24,810
-1%
增持
SMH
VANECK ETF TRUST
-$23.2K
3,295
+0%
减持
MA
MASTERCARD INCORPORATED
-$22.3K
950
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$20.9K
1,050
-4%
增持
—
UNILEVER PLC
-$20.0K
10,103
+1%
增持
LTC
LTC PPTYS INC
-$19.5K
52,038
+2%
减持
KMI
KINDER MORGAN INC DEL
-$18.0K
21,372
-1%
减持
USB
US BANCORP DEL
-$16.6K
84,262
-1%
增持
—
ASTRAZENECA PLC
-$15.6K
4,294
+0%
减持
—
ACCENTURE PLC IRELAND
-$13.7K
2,426
-1%
减持
SNY
SANOFI
-$13.5K
9,542
-2%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$12.4K
20,181
-2%
增持
WMT
WALMART INC
+$12.4K
4,406
+0%
减持
IT
GARTNER INC
-$12.0K
1,002
-1%
增持
FCX
FREEPORT-MCMORAN INC
-$11.9K
7,569
+3%
减持
INTC
INTEL CORP
+$9.1K
24,583
-5%
减持
PNC
PNC FINL SVCS GROUP INC
-$8.2K
2,251
-0%
增持
JPM
JPMORGAN CHASE & CO
+$8.0K
11,925
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.6K
13,470
-2%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$7.0K
9,926
-5%
