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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 52
减持 75
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BND
VANGUARD BD INDEX FDS
-$38.5M
9,870
-98%
减持
BLV
VANGUARD BD INDEX FDS
-$8.4M
6,256
-95%
增持
—
MANAGED PORTFOLIO SERIES
+$3.3M
398,471
+38%
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
GLDM
WORLD GOLD TR
-$3.0M
250,083
-30%
增持
MSFT
MICROSOFT CORP
+$1.4M
20,869
+2%
减持
AAPL
APPLE INC
+$1.4M
68,317
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
476,566
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
158,347
+2%
增持
GOOG
ALPHABET INC
+$858.9K
34,537
+14%
建仓
IWD
ISHARES TR
+$850.0K
5,144
建仓
MAR
MARRIOTT INTL INC NEW
+$760.6K
3,373
减持
AMZN
AMAZON COM INC
+$759.0K
31,445
-1%
建仓
IWF
ISHARES TR
+$695.5K
2,294
增持
LLY
ELI LILLY & CO
+$677.4K
4,612
+23%
减持
VYM
VANGUARD WHITEHALL FDS
+$659.2K
165,136
-4%
减持
VWOB
VANGUARD WHITEHALL FDS
+$657.0K
192,774
-2%
减持
—
EXXON MOBIL CORP
-$634.9K
33,698
-1%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$625.8K
172,358
-44%
增持
QCOM
QUALCOMM INC
+$537.1K
15,195
+2%
减持
VDE
VANGUARD WORLD FDS
-$524.5K
32,213
-5%
减持
BIV
VANGUARD BD INDEX FDS
+$463.1K
449,388
-4%
减持
USB
US BANCORP DEL
+$460.8K
75,012
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$421.8K
14,752
+0%
增持
HD
HOME DEPOT INC
+$414.4K
9,328
+0%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$393.8K
0
-100%
减持
CRM
SALESFORCE INC
+$382.7K
6,347
-0%
增持
NKE
NIKE INC
+$376.9K
28,307
+0%
建仓
PANW
PALO ALTO NETWORKS INC
+$357.7K
1,213
减持
PFE
PFIZER INC
-$350.9K
18,234
-31%
减持
INTC
INTEL CORP
+$350.2K
24,360
-1%
增持
NVDA
NVIDIA CORPORATION
+$349.0K
1,989
+36%
减持
CVX
CHEVRON CORP NEW
-$346.5K
14,803
-2%
减持
V
VISA INC
+$346.0K
11,655
-0%
增持
META
META PLATFORMS INC
+$342.5K
3,311
+20%
清仓
PYPL
PAYPAL HLDGS INC
-$335.0K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$320.9K
1,178
增持
QQQ
INVESCO QQQ TR
+$319.8K
5,891
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$300.5K
24,477
+3%
建仓
ITW
ILLINOIS TOOL WKS INC
+$300.2K
1,146
建仓
PAYC
PAYCOM SOFTWARE INC
+$294.0K
1,422
建仓
O
REALTY INCOME CORP
+$273.8K
4,769
清仓
WPC
WP CAREY INC
-$259.6K
0
-100%
减持
BCE
BCE INC
-$253.7K
25,665
-23%
减持
LTC
LTC PPTYS INC
-$253.5K
44,163
-15%
清仓
C
CITIGROUP INC
-$247.5K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$233.2K
4,046
减持
ADBE
ADOBE INC
+$232.1K
2,707
-0%
增持
NOW
SERVICENOW INC
+$231.8K
969
+20%
建仓
LII
LENNOX INTL INC
+$231.8K
518
建仓
—
M D C HLDGS INC
+$229.8K
4,160
建仓
KVUE
KENVUE INC
+$227.7K
10,577
建仓
BKNG
BOOKING HOLDINGS INC
+$219.9K
62
增持
CCI
CROWN CASTLE INC
+$216.1K
5,251
+24%
建仓
IWM
ISHARES TR
+$215.6K
1,074
减持
VTEB
VANGUARD MUN BD FDS
+$212.6K
121,480
-2%
建仓
—
COLUMBIA ETF TR I
+$210.7K
5,185
减持
EOT
EATON VANCE NATL MUN OPPORT
-$206.9K
20,406
-40%
建仓
COLB
COLUMBIA BKG SYS INC
+$206.6K
7,743
减持
BA
BOEING CO
+$205.3K
3,193
-2%
增持
—
ASML HOLDING N V
+$194.1K
1,122
+1%
增持
ELV
ELEVANCE HEALTH INC
+$193.6K
5,280
+0%
减持
JPM
JPMORGAN CHASE & CO
+$175.5K
11,199
-6%
减持
SQ
BLOCK INC
+$170.5K
5,284
-2%
增持
SYK
STRYKER CORPORATION
+$168.0K
6,342
+0%
减持
RTX
RTX CORPORATION
+$166.9K
17,019
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$161.7K
4,440
-0%
增持
IT
GARTNER INC
+$160.9K
1,120
+12%
减持
AVGO
BROADCOM INC
+$142.7K
610
-6%
增持
—
ACCENTURE PLC IRELAND
+$138.9K
2,519
+4%
减持
WFC
WELLS FARGO CO NEW
+$135.6K
16,393
-0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
+$132.9K
88,453
-2%
增持
MA
MASTERCARD INCORPORATED
+$132.3K
1,192
+25%
减持
PM
PHILIP MORRIS INTL INC
-$128.5K
21,368
-8%
减持
BTI
BRITISH AMERN TOB PLC
-$118.3K
10,883
-22%
增持
NGG
NATIONAL GRID PLC
+$112.8K
7,967
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$111.3K
2,369
+2%
减持
MO
ALTRIA GROUP INC
-$110.5K
25,394
-6%
减持
BAC
BANK AMERICA CORP
+$109.4K
17,727
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$108.8K
5,281
-2%
清仓
OIA
INVESCO MUNI INCOME OPP TRST
-$106.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$106.6K
11,833
+0%
增持
UNP
UNION PAC CORP
+$106.2K
2,242
+3%
减持
CSCO
CISCO SYS INC
-$105.9K
20,602
-3%
减持
VGT
VANGUARD WORLD FDS
-$105.5K
455
-42%
减持
FNDF
SCHWAB STRATEGIC TR
+$105.4K
141,261
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$104.1K
1,460
-9%
增持
ORCL
ORACLE CORP
+$104.1K
10,847
+11%
增持
EFA
ISHARES TR
+$100.0K
8,951
+7%
增持
NVO
NOVO-NORDISK A S
+$99.3K
7,784
+0%
减持
SNY
SANOFI
-$98.2K
8,318
-13%
减持
SMH
VANECK ETF TRUST
+$97.6K
3,290
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$97.5K
8,160
+6%
增持
—
PROSHARES TR II
-$97.2K
12,493
+0%
减持
—
UNILEVER PLC
-$94.5K
8,346
-17%
增持
MRK
MERCK & CO INC
+$92.6K
12,470
+1%
增持
ABNB
AIRBNB INC
+$91.1K
3,175
+28%
增持
BROS
DUTCH BROS INC
+$91.0K
9,722
+4%
增持
MCD
MCDONALDS CORP
+$90.1K
1,108
+22%
减持
ALT
ALTIMMUNE INC
+$86.7K
10,940
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$84.9K
12,228
+15%
增持
SBUX
STARBUCKS CORP
+$84.8K
8,942
+5%
减持
SPYG
SPDR SER TR
+$81.6K
20,567
-3%
减持
DGRO
ISHARES TR
+$80.1K
27,339
-3%
增持
IEFA
ISHARES TR
+$78.8K
6,252
+11%
减持
CM
CANADIAN IMPERIAL BK COMM TO
+$78.4K
12,355
-8%
减持
CMCSA
COMCAST CORP NEW
-$77.4K
20,952
-7%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$75.6K
10,450
增持
FCX
FREEPORT-MCMORAN INC
+$72.8K
8,340
+10%
减持
NFLX
NETFLIX INC
+$68.0K
1,500
-14%
减持
DUK
DUKE ENERGY CORP NEW
+$67.5K
9,198
-2%
减持
ABBV
ABBVIE INC
+$62.5K
23,944
-2%
减持
XCEM
COLUMBIA ETF TR II
+$59.8K
51,244
-6%
减持
AMGN
AMGEN INC
-$59.4K
4,354
-11%
减持
D
DOMINION ENERGY INC
-$59.3K
7,816
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$59.0K
10,941
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$57.7K
1,663
-2%
增持
ABT
ABBOTT LABS
+$56.1K
4,141
+0%
增持
—
JPMORGAN CHASE & CO
+$55.6K
39,722
+3%
减持
SO
SOUTHERN CO
+$48.5K
12,187
-2%
减持
WY
WEYERHAEUSER CO MTN BE
+$46.7K
16,184
-4%
增持
OKE
ONEOK INC NEW
+$45.9K
5,649
+2%
减持
JNJ
JOHNSON & JOHNSON
-$45.7K
8,377
-4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$44.4K
6,890
+3%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$43.3K
3,999
-20%
减持
TFC
TRUIST FINL CORP
+$42.9K
9,261
-11%
减持
NUBD
NUSHARES ETF TR
+$42.7K
42,845
-1%
减持
TXN
TEXAS INSTRS INC
+$42.7K
3,856
-0%
增持
DGX
QUEST DIAGNOSTICS INC
+$42.0K
2,227
+2%
减持
KMB
KIMBERLY-CLARK CORP
-$41.8K
3,533
-9%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$41.8K
1,000
-5%
增持
KO
COCA COLA CO
+$41.6K
11,341
+1%
减持
FISV
FISERV INC
+$39.2K
2,116
-1%
增持
—
EATON CORP PLC
+$32.1K
1,126
+0%
减持
WMT
WALMART INC
-$31.0K
4,273
-3%
增持
VLO
VALERO ENERGY CORP
-$30.7K
2,865
+1%
增持
TMUS
T-MOBILE US INC
+$30.3K
1,465
+0%
减持
ZTS
ZOETIS INC
+$29.4K
1,302
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.3K
640
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.0K
4,519
-0%
增持
ENFR
ALPS ETF TR
+$27.3K
11,500
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$26.4K
46,464
-15%
减持
ENB
ENBRIDGE INC
+$24.4K
17,679
-4%
清仓
WRAP
WRAP TECHNOLOGIES INC
-$24.3K
0
-100%
增持
—
ASTRAZENECA PLC
+$23.6K
4,668
+9%
减持
PNC
PNC FINL SVCS GROUP INC
+$22.8K
1,932
-14%
减持
KMI
KINDER MORGAN INC DEL
+$22.3K
21,351
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$22.0K
8,852
-7%
增持
CPLB
INDEXIQ ACTIVE ETF TR
+$21.9K
17,350
+1%
减持
SHEL
SHELL PLC
-$20.0K
4,077
-9%
增持
VCEB
VANGUARD WORLD FD
+$19.4K
4,648
+0%
