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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 55
减持 62
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$9.0M
597,263
+57%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
250,014
+15%
增持
AAPL
APPLE INC
+$2.1M
70,347
+4%
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
-$1.7M
228,605
-13%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
160,744
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.5M
411,927
-15%
减持
GLDM
WORLD GOLD TR
+$1.5M
241,598
-0%
增持
XCEM
COLUMBIA ETF TR II
+$1.1M
117,759
+39%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$1.0M
519,326
+3%
减持
MSFT
MICROSOFT CORP
-$735.1K
19,481
-5%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$699.9K
0
-100%
减持
GOOG
ALPHABET INC
-$619.1K
34,169
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$583.5K
87,882
+24%
减持
HD
HOME DEPOT INC
+$565.9K
9,306
-0%
减持
—
MANAGED PORTFOLIO SERIES
+$552.6K
391,844
-4%
减持
BAC
BANK AMERICA CORP
-$543.2K
8,068
-63%
减持
VWOB
VANGUARD WHITEHALL FDS
+$488.2K
191,105
-1%
增持
USB
US BANCORP DEL
+$467.6K
69,949
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$456.5K
33,018
+12%
增持
ORCL
ORACLE CORP
+$433.3K
11,328
+7%
减持
ABBV
ABBVIE INC
+$422.4K
21,509
-4%
增持
T
AT&T INC
+$408.1K
91,433
+9%
建仓
DEO
DIAGEO PLC
+$372.3K
2,653
建仓
PLD
PROLOGIS INC.
+$357.8K
2,833
减持
VTEB
VANGUARD MUN BD FDS
-$344.3K
63,002
-11%
减持
NKE
NIKE INC
+$292.7K
27,064
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$292.3K
22,703
+7%
清仓
CAG
CONAGRA BRANDS INC
-$282.7K
0
-100%
建仓
SPSM
SPDR SER TR
+$279.2K
6,134
清仓
MU
MICRON TECHNOLOGY INC
-$278.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$278.0K
9,211
+11%
建仓
PYPL
PAYPAL HLDGS INC
+$267.5K
3,428
减持
RTX
RTX CORPORATION
+$266.4K
16,070
-4%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$264.6K
2,228
建仓
EQIN
COLUMBIA ETF TR I
+$261.0K
5,515
减持
NUBD
NUSHARES ETF TR
-$260.9K
34,835
-28%
建仓
MMM
3M CO
+$259.8K
1,900
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$255.7K
5,218
+1%
建仓
MS
MORGAN STANLEY
+$248.6K
2,385
减持
AMZN
AMAZON COM INC
-$246.7K
30,823
-1%
建仓
WDAY
WORKDAY INC
+$241.2K
987
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$239.8K
4,745
-1%
减持
PM
PHILIP MORRIS INTL INC
+$236.4K
20,103
-8%
清仓
AMAT
APPLIED MATLS INC
-$234.3K
0
-100%
建仓
COLB
COLUMBIA BKG SYS INC
+$233.4K
8,939
清仓
VNQ
VANGUARD INDEX FDS
-$232.0K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$230.6K
887
建仓
ESGV
VANGUARD WORLD FD
+$226.7K
2,230
增持
—
ASML HOLDING N V
-$224.6K
1,250
+1%
建仓
SHW
SHERWIN WILLIAMS CO
+$223.7K
586
增持
META
META PLATFORMS INC
+$222.6K
3,256
+0%
建仓
LOW
LOWES COS INC
+$222.1K
820
清仓
BLV
VANGUARD BD INDEX FDS
-$217.0K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$214.3K
0
-100%
增持
V
VISA INC
+$213.7K
12,013
+2%
清仓
DDOG
DATADOG INC
-$213.1K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$209.0K
2,600
建仓
MCD
MCDONALDS CORP
+$208.6K
685
建仓
—
CRH PLC
+$206.8K
2,230
建仓
ARGX
ARGENX SE
+$206.5K
381
减持
GOOGL
ALPHABET INC
-$205.9K
12,452
-0%
建仓
PBA
PEMBINA PIPELINE CORP
+$204.2K
4,951
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$203.7K
5,475
建仓
MSCI
MSCI INC
+$203.4K
349
减持
LMT
LOCKHEED MARTIN CORP
+$201.7K
1,735
-0%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$200.1K
1,827
减持
UNH
UNITEDHEALTH GROUP INC
+$196.1K
2,823
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$192.7K
20,508
+14%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$191.3K
1,433
-7%
增持
SBUX
STARBUCKS CORP
+$191.3K
9,497
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$183.7K
1,691
-45%
减持
CRM
SALESFORCE INC
-$180.7K
5,358
-16%
增持
INTC
INTEL CORP
-$174.5K
26,827
+3%
增持
PEP
PEPSICO INC
+$170.5K
3,884
+31%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$167.5K
91,832
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.4K
8,755
+1%
增持
O
REALTY INCOME CORP
+$149.4K
11,954
+4%
减持
WMB
WILLIAMS COS INC
-$143.8K
7,952
-33%
减持
VZ
VERIZON COMMUNICATIONS INC
+$140.8K
46,880
-2%
增持
CVX
CHEVRON CORP NEW
-$140.8K
15,533
+0%
增持
VDE
VANGUARD WORLD FD
+$136.0K
35,117
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$135.9K
646
-31%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$134.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
-$129.0K
8,170
+6%
减持
MO
ALTRIA GROUP INC
+$128.1K
26,866
-2%
减持
GILD
GILEAD SCIENCES INC
+$126.0K
8,757
-1%
减持
D
DOMINION ENERGY INC
-$116.5K
4,597
-41%
增持
—
EXXON MOBIL CORP
+$114.7K
35,689
+1%
减持
—
ACCENTURE PLC IRELAND
+$114.5K
2,607
-2%
减持
DVY
ISHARES TR
+$113.6K
8,145
-0%
增持
ENB
ENBRIDGE INC
+$111.5K
20,242
+1%
减持
ABNB
AIRBNB INC
-$111.1K
3,628
-4%
增持
ELV
ELEVANCE HEALTH INC
-$108.0K
5,295
+0%
增持
PFF
ISHARES TR
+$107.5K
9,968
+41%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$106.9K
11,929
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$106.6K
96,158
-19%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$105.5K
12,195
-37%
减持
CCI
CROWN CASTLE INC
+$105.4K
5,292
-1%
增持
MRK
MERCK & CO INC
-$104.3K
12,714
+2%
增持
NGG
NATIONAL GRID PLC
+$102.0K
7,813
+0%
增持
SHOP
SHOPIFY INC
+$97.7K
4,110
+17%
增持
TRP
TC ENERGY CORP
+$96.3K
9,743
+1%
增持
BA
BOEING CO
-$92.4K
3,788
+3%
减持
TGT
TARGET CORP
-$92.0K
1,539
-31%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$89.4K
1,981
+23%
增持
QQQ
INVESCO QQQ TR
+$89.1K
5,931
+1%
减持
SNY
SANOFI
+$89.1K
12,711
-4%
减持
WY
WEYERHAEUSER CO MTN BE
+$88.9K
16,375
-0%
减持
KO
COCA COLA CO
+$86.5K
10,644
-0%
增持
BROS
DUTCH BROS INC
-$83.1K
11,036
+5%
减持
WMT
WALMART INC
+$80.7K
11,487
-8%
减持
COST
COSTCO WHSL CORP NEW
+$79.9K
2,234
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$79.5K
10,645
-1%
增持
PAYC
PAYCOM SOFTWARE INC
+$78.1K
1,939
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$74.5K
1,127
+0%
增持
VLO
VALERO ENERGY CORP
-$73.6K
3,465
+0%
增持
EFA
ISHARES TR
+$72.3K
10,090
+2%
清仓
OIA
INVESCO MUNI INCOME OPP TRST
-$71.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$71.1K
5,006
+4%
增持
SPYG
SPDR SER TR
+$69.9K
21,678
+1%
减持
LTC
LTC PPTYS INC
+$69.7K
37,847
-1%
减持
OKE
ONEOK INC NEW
-$69.3K
4,071
-25%
增持
IEFA
ISHARES TR
+$67.9K
6,723
+7%
增持
TMUS
T-MOBILE US INC
+$66.8K
1,418
+11%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$66.7K
4,804
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$66.1K
13,809
+19%
增持
PPL
PPL CORP
+$65.4K
11,747
+1%
减持
PNC
PNC FINL SVCS GROUP INC
+$63.7K
2,200
-0%
减持
—
TOTALENERGIES SE
-$61.8K
10,544
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$60.4K
7,040
-19%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$59.9K
9,825
-1%
增持
BND
VANGUARD BD INDEX FDS
+$59.2K
8,167
+6%
减持
PG
PROCTER AND GAMBLE CO
+$58.5K
7,946
-1%
减持
SYK
STRYKER CORPORATION
+$57.4K
6,117
-3%
增持
VKTX
VIKING THERAPEUTICS INC
+$57.1K
4,306
+6%
减持
AMGN
AMGEN INC
-$57.1K
4,046
-7%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$55.6K
36,223
-17%
减持
—
UNILEVER PLC
-$55.3K
3,667
-31%
减持
ITW
ILLINOIS TOOL WKS INC
-$55.0K
810
-28%
减持
SHEL
SHELL PLC
-$55.0K
4,434
-8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$53.5K
7,072
+4%
增持
TXN
TEXAS INSTRS INC
+$49.6K
3,848
+0%
增持
ZTS
ZOETIS INC
+$49.6K
1,576
+6%
减持
NOW
SERVICENOW INC
+$48.9K
841
-6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$46.2K
1,123
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$43.8K
4,376
-1%
减持
F
FORD MTR CO
-$43.1K
18,278
-3%
减持
C
CITIGROUP INC
-$43.1K
4,253
-13%
减持
KVUE
KENVUE INC
+$43.0K
11,788
-7%
增持
GIS
GENERAL MLS INC
+$42.2K
3,975
+0%
