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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 73
减持 52
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$11.3M
427,636
减持
BIV
VANGUARD BD INDEX FDS
-$6.8M
365,325
-19%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
173,990
+10%
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
AAPL
APPLE INC
-$1.5M
67,689
-1%
增持
LLY
ELI LILLY & CO
+$1.2M
4,961
+8%
增持
—
MANAGED PORTFOLIO SERIES
+$978.5K
404,678
+2%
增持
GLDM
WORLD GOLD TR
+$939.3K
253,580
+1%
增持
AMZN
AMAZON COM INC
+$934.5K
31,668
+1%
清仓
IWD
ISHARES TR
-$850.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$833.9K
2,013
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$832.1K
159,239
-4%
减持
MSFT
MICROSOFT CORP
+$829.8K
20,625
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$815.7K
461,525
-3%
清仓
IWF
ISHARES TR
-$695.5K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$640.8K
151,799
+7%
减持
—
EXXON MOBIL CORP
+$547.0K
33,690
-0%
增持
VDE
VANGUARD WORLD FD
+$513.2K
32,583
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$489.5K
27,180
+11%
清仓
BLV
VANGUARD BD INDEX FDS
-$466.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$418.2K
5,972
-0%
减持
—
LAM RESEARCH CORP
+$406.9K
2,186
-0%
减持
ABBV
ABBVIE INC
+$399.0K
22,568
-6%
增持
GOOG
ALPHABET INC
+$395.1K
34,562
+0%
增持
NKE
NIKE INC
-$381.7K
28,640
+1%
增持
QCOM
QUALCOMM INC
+$375.5K
15,199
+0%
建仓
TGT
TARGET CORP
+$372.7K
2,103
减持
META
META PLATFORMS INC
+$368.8K
3,173
-4%
建仓
SPY
SPDR S&P 500 ETF TR
+$347.9K
665
减持
HD
HOME DEPOT INC
+$338.7K
9,310
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$330.8K
16,452
+50%
减持
ADBE
ADOBE INC
-$328.8K
2,549
-6%
增持
XCEM
COLUMBIA ETF TR II
+$318.5K
60,118
+17%
减持
JPM
JPMORGAN CHASE & CO
+$312.5K
11,070
-1%
建仓
C
CITIGROUP INC
+$307.5K
4,862
增持
MRK
MERCK & CO INC
+$305.8K
12,621
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$292.4K
4,528
+0%
清仓
—
MEDTRONIC PLC
-$291.9K
0
-100%
建仓
KYMR
KYMERA THERAPEUTICS INC
+$266.3K
6,625
增持
V
VISA INC
+$263.5K
11,817
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$260.6K
624
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$253.4K
1,496
建仓
VMC
VULCAN MATLS CO
+$252.7K
926
增持
ELV
ELEVANCE HEALTH INC
+$248.2K
5,281
+0%
建仓
VKTX
VIKING THERAPEUTICS INC
+$247.6K
3,020
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$247.0K
133,709
-22%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$245.0K
1,006
+57%
增持
VZ
VERIZON COMMUNICATIONS INC
+$242.4K
47,523
+2%
增持
—
ASML HOLDING N V
+$240.6K
1,123
+0%
减持
CRM
SALESFORCE INC
+$237.8K
6,335
-0%
增持
ORCL
ORACLE CORP
+$234.5K
10,971
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$232.1K
14,748
-0%
增持
RTX
RTX CORPORATION
+$230.3K
17,044
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$227.2K
1,927
建仓
AIG
AMERICAN INTL GROUP INC
+$226.2K
2,894
减持
UNH
UNITEDHEALTH GROUP INC
-$226.2K
3,159
-7%
建仓
VNQ
VANGUARD INDEX FDS
+$223.2K
2,581
建仓
CEG
CONSTELLATION ENERGY CORP
+$216.8K
1,173
建仓
CAG
CONAGRA BRANDS INC
+$213.7K
7,208
建仓
WDAY
WORKDAY INC
+$210.8K
773
增持
QQQ
INVESCO QQQ TR
+$207.6K
5,901
+0%
建仓
MFC
MANULIFE FINL CORP
+$207.3K
8,294
建仓
SAP
SAP SE
+$205.0K
1,051
建仓
GD
GENERAL DYNAMICS CORP
+$204.2K
723
增持
NFLX
NETFLIX INC
+$200.7K
1,533
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$193.3K
118,741
-2%
减持
NVO
NOVO-NORDISK A S
+$187.1K
7,729
-1%
增持
O
REALTY INCOME CORP
+$186.2K
8,503
+78%
增持
SPYG
SPDR SER TR
+$174.8K
20,682
+1%
增持
BA
BOEING CO
-$169.8K
3,433
+8%
增持
CVX
CHEVRON CORP NEW
+$168.8K
15,068
+2%
增持
SMH
VANECK ETF TRUST
+$166.0K
3,295
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$160.4K
15,871
+30%
增持
USB
US BANCORP DEL
+$157.9K
76,162
+2%
减持
COST
COSTCO WHSL CORP NEW
+$156.1K
2,188
-0%
增持
MO
ALTRIA GROUP INC
+$151.8K
26,964
+6%
增持
VLO
VALERO ENERGY CORP
+$148.8K
3,054
+7%
增持
NUBD
NUSHARES ETF TR
+$142.4K
49,890
+16%
减持
BND
VANGUARD BD INDEX FDS
-$138.9K
8,082
-18%
增持
ABNB
AIRBNB INC
+$128.8K
3,401
+7%
减持
GOOGL
ALPHABET INC
+$128.3K
11,802
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$125.7K
5,181
-2%
清仓
ALT
ALTIMMUNE INC
-$123.1K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$122.2K
3,968
-1%
建仓
HLN
HALEON PLC
+$118.9K
14,001
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$118.3K
91,169
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$117.8K
8,905
+1%
增持
SNY
SANOFI
+$117.0K
10,918
+31%
增持
T
AT&T INC
+$116.3K
89,219
+3%
增持
DIS
DISNEY WALT CO
+$113.1K
2,995
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$110.4K
4,172
+18%
减持
—
JPMORGAN CHASE & CO
+$107.5K
39,132
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$105.1K
5,846
+20%
增持
WMT
WALMART INC
+$96.6K
12,800
+200%
增持
EFA
ISHARES TR
+$92.2K
9,600
+7%
增持
ADSK
AUTODESK INC
+$87.6K
1,478
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$87.0K
1,434
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$84.8K
3,351
-1%
增持
BAC
BANK AMERICA CORP
+$82.2K
17,908
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$80.8K
193,737
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$77.5K
2,364
-0%
增持
GILD
GILEAD SCIENCES INC
+$76.6K
8,852
+25%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$75.6K
0
-100%
增持
TFC
TRUIST FINL CORP
+$68.4K
10,527
+14%
增持
D
DOMINION ENERGY INC
+$67.0K
8,830
+13%
减持
MCD
MCDONALDS CORP
-$66.3K
930
-16%
减持
—
TOTALENERGIES SE
-$66.2K
12,603
-9%
增持
PNC
PNC FINL SVCS GROUP INC
+$62.7K
2,239
+16%
增持
WMB
WILLIAMS COS INC
+$59.3K
13,599
+1%
减持
HON
HONEYWELL INTL INC
-$58.5K
1,372
-15%
增持
AEP
AMERICAN ELEC PWR CO INC
+$58.4K
4,336
+12%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$58.4K
20,125
+15%
增持
VUG
VANGUARD INDEX FDS
+$57.7K
1,359
+3%
增持
FISV
FISERV INC
+$57.4K
2,118
+0%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$56.4K
46,159
-14%
增持
SHEL
SHELL PLC
+$55.6K
4,831
+18%
增持
CPLB
INDEXIQ ACTIVE ETF TR
+$55.6K
20,060
+16%
增持
CM
CANADIAN IMPERIAL BK COMM TO
+$55.5K
12,820
+4%
减持
SBUX
STARBUCKS CORP
-$55.0K
8,792
-2%
增持
TRP
TC ENERGY CORP
+$54.6K
9,827
+13%
增持
VYMI
VANGUARD WHITEHALL FDS
+$54.1K
7,445
+8%
减持
AVGO
BROADCOM INC
+$50.7K
552
-10%
减持
MA
MASTERCARD INCORPORATED
+$50.7K
1,161
-3%
减持
—
UNILEVER PLC
-$50.5K
7,056
-15%
减持
WFC
WELLS FARGO CO NEW
+$50.5K
14,792
-10%
减持
GWW
GRAINGER W W INC
+$50.2K
288
-2%
增持
—
LYONDELLBASELL INDUSTRIES N
+$48.7K
4,640
+4%
增持
KVUE
KENVUE INC
+$47.0K
12,802
+21%
减持
AMGN
AMGEN INC
-$46.5K
4,247
-2%
减持
LTC
LTC PPTYS INC
-$42.7K
42,321
-4%
增持
VCEB
VANGUARD WORLD FD
+$42.3K
5,368
+15%
减持
JNJ
JOHNSON & JOHNSON
-$41.6K
8,038
-4%
增持
F
FORD MTR CO DEL
+$41.3K
18,733
+10%
减持
PFE
PFIZER INC
-$41.0K
17,439
-4%
增持
KO
COCA COLA CO
+$40.8K
11,591
+2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$39.3K
1,157
-2%
减持
CSCO
CISCO SYS INC
-$38.8K
20,078
-3%
减持
—
PROSHARES TR II
-$37.3K
12,073
-3%
减持
NVS
NOVARTIS AG
-$36.7K
2,917
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$36.7K
1,738
+5%
增持
PM
PHILIP MORRIS INTL INC
-$36.4K
21,545
+1%
减持
POR
PORTLAND GEN ELEC CO
-$35.6K
12,523
-3%
减持
OKE
ONEOK INC NEW
+$35.3K
5,387
-5%
减持
FCX
FREEPORT-MCMORAN INC
+$34.9K
8,292
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$34.1K
4,465
+12%
增持
EMXC
ISHARES INC
+$31.0K
10,510
+1%
减持
—
JOHNSON CTLS INTL PLC
-$30.3K
3,106
-23%
增持
—
AMCOR PLC
+$29.1K
25,793
+15%
减持
—
EATON CORP PLC
-$28.8K
775
-31%
增持
WY
WEYERHAEUSER CO MTN BE
+$28.3K
16,458
+2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$27.2K
11,473
-16%
