小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 62
减持 65
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$7.9M
380,536
+151%
减持
BIV
VANGUARD BD INDEX FDS
-$7.9M
262,418
-28%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
216,615
+24%
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
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$2.7M
505,746
+18%
减持
AAPL
APPLE INC
+$2.6M
67,622
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$2.4M
71,142
-40%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.0M
70,654
清仓
—
JPMORGAN CHASE & CO
-$1.1M
0
-100%
减持
GOOG
ALPHABET INC
+$1.1M
34,521
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$882.6K
484,750
+5%
增持
XCEM
COLUMBIA ETF TR II
+$832.8K
84,664
+41%
增持
NVDA
NVIDIA CORPORATION
+$722.8K
20,574
+922%
减持
USB
US BANCORP DEL
-$673.2K
68,796
-10%
减持
NKE
NIKE INC
-$591.8K
27,860
-3%
减持
LLY
ELI LILLY & CO
+$504.5K
4,820
-3%
增持
QCOM
QUALCOMM INC
+$504.1K
15,450
+2%
增持
GOOGL
ALPHABET INC
+$489.8K
12,468
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$463.2K
29,585
+9%
减持
MSFT
MICROSOFT CORP
+$440.5K
20,400
-1%
增持
—
MANAGED PORTFOLIO SERIES
+$428.7K
407,336
+1%
减持
INTC
INTEL CORP
-$425.8K
25,957
-7%
清仓
ADSK
AUTODESK INC
-$384.9K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$305.5K
5,719
增持
VYM
VANGUARD WHITEHALL FDS
-$299.1K
159,926
+0%
增持
COST
COSTCO WHSL CORP NEW
+$297.6K
2,236
+2%
建仓
URA
GLOBAL X FDS
+$288.6K
9,970
减持
ABBV
ABBVIE INC
-$284.3K
22,302
-1%
减持
AMZN
AMAZON COM INC
+$277.7K
30,996
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$272.1K
3,744
清仓
MCD
MCDONALDS CORP
-$262.2K
0
-100%
清仓
—
M D C HLDGS INC
-$261.7K
0
-100%
增持
CRM
SALESFORCE INC
-$260.7K
6,407
+1%
清仓
—
COLUMBIA ETF TR I
-$234.2K
0
-100%
建仓
SHOP
SHOPIFY INC
+$231.7K
3,508
增持
PM
PHILIP MORRIS INTL INC
+$230.2K
21,752
+1%
清仓
—
PIONEER NAT RES CO
-$228.4K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$217.0K
3,087
清仓
CEG
CONSTELLATION ENERGY CORP
-$216.8K
0
-100%
增持
SPYG
SPDR SER TR
+$215.2K
21,566
+4%
建仓
DDOG
DATADOG INC
+$213.1K
1,643
清仓
WDAY
WORKDAY INC
-$210.8K
0
-100%
清仓
COLB
COLUMBIA BKG SYS INC
-$209.6K
0
-100%
减持
V
VISA INC
-$208.6K
11,770
-0%
建仓
CTAS
CINTAS CORP
+$203.8K
291
清仓
—
JOHNSON CTLS INTL PLC
-$202.9K
0
-100%
建仓
TJX
TJX COS INC NEW
+$202.7K
1,841
减持
UPS
UNITED PARCEL SERVICE INC
-$200.4K
4,884
-16%
建仓
TTD
THE TRADE DESK INC
+$200.3K
2,051
减持
QQQ
INVESCO QQQ TR
+$185.6K
5,856
-1%
增持
BAC
BANK AMERICA CORP
+$184.3K
21,708
+21%
减持
—
LAM RESEARCH CORP
+$181.5K
2,165
-1%
增持
—
ASML HOLDING N V
+$176.3K
1,238
+10%
增持
VWOB
VANGUARD WHITEHALL FDS
-$174.7K
193,855
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$160.1K
4,027
+1%
清仓
—
PROSHARES TR II
-$156.5K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$155.4K
11,820
-20%
增持
AMGN
AMGEN INC
+$153.2K
4,355
+3%
增持
—
EXXON MOBIL CORP
+$152.6K
35,344
+5%
增持
O
REALTY INCOME CORP
+$148.8K
11,526
+36%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$134.4K
18,750
增持
CRWD
CROWDSTRIKE HLDGS INC
+$133.5K
1,548
+8%
减持
CMCSA
COMCAST CORP NEW
-$131.4K
20,739
-5%
增持
VDE
VANGUARD WORLD FD
-$126.4K
32,647
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$125.7K
18,021
+14%
减持
WY
WEYERHAEUSER CO MTN BE
-$125.5K
16,397
-0%
减持
ADBE
ADOBE INC
+$125.4K
2,541
-0%
减持
—
TOTALENERGIES SE
-$124.3K
11,145
-12%
增持
EMXC
ISHARES INC
+$123.7K
12,310
+17%
减持
ORCL
ORACLE CORP
+$118.9K
10,602
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$117.5K
855
+29%
减持
MRK
MERCK & CO INC
-$117.3K
12,504
-1%
减持
SYK
STRYKER CORPORATION
-$117.2K
6,326
-0%
减持
SMH
VANECK ETF TRUST
+$116.4K
3,290
-0%
增持
CPLB
INDEXIQ ACTIVE ETF TR
+$115.6K
25,695
+28%
减持
KMB
KIMBERLY-CLARK CORP
-$115.4K
3,070
-26%
减持
UNP
UNION PAC CORP
-$113.7K
1,918
-14%
增持
SNY
SANOFI
+$112.9K
13,262
+21%
减持
NVO
NOVO-NORDISK A S
+$109.4K
7,719
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$108.3K
2,856
-10%
增持
BROS
DUTCH BROS INC
+$105.9K
10,546
+5%
增持
META
META PLATFORMS INC
+$100.5K
3,255
+3%
减持
AVGO
BROADCOM INC
+$98.4K
517
-6%
减持
NGG
NATIONAL GRID PLC
-$97.7K
7,788
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$91.5K
5,191
+0%
减持
CCI
CROWN CASTLE INC
-$89.0K
5,347
-7%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$85.2K
90,138
-1%
减持
WMT
WALMART INC
+$76.7K
12,508
-2%
建仓
OIA
INVESCO MUNI INCOME OPP TRST
+$71.6K
11,270
增持
CAG
CONAGRA BRANDS INC
+$69.0K
9,946
+38%
增持
SBUX
STARBUCKS CORP
-$68.9K
9,436
+7%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$68.3K
118,158
-12%
增持
MO
ALTRIA GROUP INC
+$67.0K
27,291
+1%
增持
DIS
DISNEY WALT CO
-$65.5K
3,031
+1%
增持
—
ACCENTURE PLC IRELAND
-$65.0K
2,660
+6%
减持
BCE
BCE INC
-$64.6K
28,987
-2%
减持
TXN
TEXAS INSTRS INC
+$63.2K
3,831
-2%
减持
PANW
PALO ALTO NETWORKS INC
+$63.0K
1,205
-1%
减持
—
UNILEVER PLC
-$60.7K
5,337
-24%
增持
ENB
ENBRIDGE INC
+$58.7K
19,965
+11%
减持
NFLX
NETFLIX INC
-$57.7K
1,294
-16%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$57.6K
5,078
+14%
减持
LTC
LTC PPTYS INC
-$56.9K
38,230
-10%
增持
JNJ
JOHNSON & JOHNSON
-$56.8K
8,310
+3%
减持
CSCO
CISCO SYS INC
-$55.8K
19,918
-1%
增持
KMI
KINDER MORGAN INC DEL
+$55.3K
22,442
+5%
增持
KYMR
KYMERA THERAPEUTICS INC
-$54.2K
7,105
+7%
增持
HON
HONEYWELL INTL INC
+$53.4K
1,569
+14%
减持
JPM
JPMORGAN CHASE & CO.
-$52.2K
10,705
-3%
减持
D
DOMINION ENERGY INC
-$52.2K
7,799
-12%
增持
CVX
CHEVRON CORP NEW
+$51.5K
15,525
+3%
增持
MU
MICRON TECHNOLOGY INC
+$50.9K
2,114
+10%
增持
—
ASTRAZENECA PLC
+$48.1K
4,674
+0%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$48.0K
12,668
-1%
减持
VYMI
VANGUARD WHITEHALL FDS
-$46.6K
6,795
-9%
增持
VUG
VANGUARD INDEX FDS
+$46.1K
1,374
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$46.0K
7,720
-7%
减持
KVUE
KENVUE INC
-$45.1K
12,633
-1%
减持
NUBD
NUSHARES ETF TR
-$44.5K
48,195
-3%
增持
—
LYONDELLBASELL INDUSTRIES N
+$43.2K
5,413
+17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$42.5K
8,675
-3%
增持
FCX
FREEPORT-MCMORAN INC
+$42.3K
8,892
+7%
增持
TGT
TARGET CORP
-$40.8K
2,242
+7%
增持
MA
MASTERCARD INCORPORATED
-$40.3K
1,176
+1%
增持
GILD
GILEAD SCIENCES INC
-$40.3K
8,864
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$40.0K
4,779
+6%
增持
PAYC
PAYCOM SOFTWARE INC
-$38.1K
1,712
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$38.0K
1,126
+12%
减持
MAR
MARRIOTT INTL INC NEW
-$37.7K
3,341
-0%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$37.4K
19,266
-12%
减持
PEP
PEPSICO INC
-$37.1K
2,971
-1%
减持
GWW
GRAINGER W W INC
-$35.8K
285
-1%
增持
PPL
PPL CORP
+$34.2K
11,687
+11%
减持
T
AT&T INC
+$33.1K
83,902
-6%
减持
GLDM
WORLD GOLD TR
-$32.9K
241,642
-5%
减持
BND
VANGUARD BD INDEX FDS
-$32.8K
7,692
-5%
增持
VKTX
VIKING THERAPEUTICS INC
-$32.2K
4,065
+35%
减持
DGRO
ISHARES TR
-$31.0K
27,014
-1%
增持
GLD
SPDR GOLD TR
+$30.9K
2,220
+2%
减持
KO
COCA COLA CO
-$30.8K
10,658
-8%
减持
—
EATON CORP PLC
-$30.7K
675
-13%
减持
SO
SOUTHERN CO
+$30.5K
11,668
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$29.5K
47,638
+0%
减持
TRP
TC ENERGY CORP
-$28.1K
9,683
-1%
减持
VMC
VULCAN MATLS CO
-$26.9K
908
-2%
增持
GIS
GENERAL MLS INC
-$26.6K
3,974
+0%
增持
PFE
PFIZER INC
+$25.0K
18,188
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$24.6K
2,479
+5%
减持
SHEL
SHELL PLC
+$23.5K
4,813
-0%
减持
WMB
WILLIAMS COS INC
-$23.2K
11,924
-12%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$22.5K
931
-6%
