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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 48
减持 63
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$20.4M
839,508
建仓
DEXC
DIMENSIONAL ETF TRUST
+$9.0M
185,898
减持
BIV
VANGUARD BD INDEX FDS
-$4.2M
183,132
-20%
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。
清仓
XCEM
COLUMBIA ETF TR II
-$3.8M
0
-100%
减持
—
MANAGED PORTFOLIO SERIES
-$3.1M
268,930
-31%
清仓
—
LAM RESEARCH CORP
-$1.8M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
20,480
增持
FNDF
SCHWAB STRATEGIC TR
-$1.3M
632,771
+6%
增持
AAPL
APPLE INC
+$1.2M
70,383
+0%
增持
AMZN
AMAZON COM INC
+$1.0M
30,874
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$872.7K
46,838
-26%
减持
ELV
ELEVANCE HEALTH INC
-$868.1K
5,111
-3%
减持
GOOG
ALPHABET INC
+$790.8K
34,150
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$770.3K
801,757
+221%
减持
BCE
BCE INC
-$768.2K
8,746
-69%
减持
V
VISA INC
+$486.7K
11,991
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$429.1K
158,149
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$424.2K
138,644
+320%
增持
ABBV
ABBVIE INC
-$367.7K
21,834
+2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$351.0K
100,881
+10%
减持
NKE
NIKE INC
-$347.0K
27,032
-0%
增持
LLY
ELI LILLY & CO
-$337.2K
5,308
+6%
清仓
BTI
BRITISH AMERN TOB PLC
-$336.3K
0
-100%
建仓
BMO
BANK MONTREAL QUE
+$335.9K
3,461
建仓
TSLA
TESLA INC
+$331.1K
820
增持
GOOGL
ALPHABET INC
+$320.2K
12,601
+1%
减持
CRM
SALESFORCE INC
+$319.5K
5,342
-0%
减持
NUBD
NUSHARES ETF TR
-$310.5K
22,050
-37%
减持
JPM
JPMORGAN CHASE & CO.
+$293.8K
10,589
-1%
减持
ADBE
ADOBE INC
-$278.1K
2,473
-7%
清仓
VKTX
VIKING THERAPEUTICS INC
-$272.6K
0
-100%
减持
EMXC
ISHARES INC
-$268.5K
8,725
-29%
清仓
D
DOMINION ENERGY INC
-$265.6K
0
-100%
增持
SPYG
SPDR SER TR
+$262.0K
23,435
+8%
减持
NVDA
NVIDIA CORPORATION
+$260.6K
20,665
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$255.9K
2,757
-2%
建仓
AVDE
AMERICAN CENTY ETF TR
+$241.5K
3,935
建仓
OXY
OCCIDENTAL PETE CORP
+$237.9K
4,815
建仓
MDYG
SPDR SER TR
+$237.7K
2,736
增持
NVO
NOVO-NORDISK A S
-$237.5K
8,548
+5%
建仓
VNQ
VANGUARD INDEX FDS
+$236.2K
2,652
减持
AVGO
BROADCOM INC
+$235.3K
4,669
-5%
建仓
COF
CAPITAL ONE FINL CORP
+$234.8K
1,317
建仓
DDOG
DATADOG INC
+$234.8K
1,643
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$230.9K
516,588
-1%
清仓
CEG
CONSTELLATION ENERGY CORP
-$230.6K
0
-100%
清仓
KYMR
KYMERA THERAPEUTICS INC
-$228.6K
0
-100%
清仓
CTAS
CINTAS CORP
-$224.8K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$223.7K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$223.5K
47,059
+0%
建仓
WPC
WP CAREY INC
+$222.9K
4,092
增持
QCOM
QUALCOMM INC
-$221.3K
15,662
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$219.4K
1,111
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$214.4K
5,528
+1%
清仓
VMC
VULCAN MATLS CO
-$212.6K
0
-100%
清仓
—
EATON CORP PLC
-$212.5K
0
-100%
建仓
UPST
UPSTART HLDGS INC
+$212.4K
3,450
清仓
MCD
MCDONALDS CORP
-$208.6K
0
-100%
建仓
MMU
WESTERN ASSET MANAGED MUNS F
+$207.6K
20,350
清仓
—
CRH PLC
-$206.8K
0
-100%
建仓
IUSB
ISHARES TR
+$206.7K
4,572
减持
BROS
DUTCH BROS INC
+$206.5K
10,691
-3%
减持
MRK
MERCK & CO INC
-$204.8K
12,454
-2%
清仓
GD
GENERAL DYNAMICS CORP
-$204.3K
0
-100%
清仓
PBA
PEMBINA PIPELINE CORP
-$204.2K
0
-100%
建仓
ADSK
AUTODESK INC
+$203.4K
688
减持
LMT
LOCKHEED MARTIN CORP
-$202.5K
1,670
-4%
建仓
PAYX
PAYCHEX INC
+$201.5K
1,437
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$200.8K
954
-15%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$200.1K
0
-100%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$198.5K
71,614
-26%
增持
—
EXXON MOBIL CORP
-$182.7K
37,192
+4%
增持
CAT
CATERPILLAR INC
-$169.3K
5,973
+0%
减持
NFLX
NETFLIX INC
+$166.2K
1,170
-5%
减持
—
LYONDELLBASELL INDUSTRIES N
-$163.7K
5,153
-10%
减持
CM
CANADIAN IMPERIAL BK COMM
-$160.8K
9,746
-23%
增持
VWOB
VANGUARD WHITEHALL FDS
-$157.2K
198,361
+4%
建仓
—
BARRICK GOLD CORP
+$155.8K
10,054
增持
—
ASML HOLDING N V
-$153.0K
1,282
+3%
减持
HD
HOME DEPOT INC
-$151.2K
9,305
-0%
清仓
HLN
HALEON PLC
-$149.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$143.5K
5,943
+0%
减持
WFC
WELLS FARGO CO NEW
+$141.5K
11,433
-2%
减持
CMCSA
COMCAST CORP NEW
-$141.1K
17,214
-9%
增持
CVX
CHEVRON CORP NEW
+$137.6K
16,743
+8%
减持
FCX
FREEPORT-MCMORAN INC
-$136.5K
7,073
-13%
增持
BA
BOEING CO
+$134.4K
4,013
+6%
减持
LTC
LTC PPTYS INC
-$132.2K
36,365
-4%
减持
INTC
INTEL CORP
-$122.0K
25,307
-6%
减持
PFE
PFIZER INC
-$119.7K
15,963
-15%
减持
GLDM
WORLD GOLD TR
-$119.7K
239,947
-1%
增持
AMGN
AMGEN INC
-$119.6K
4,543
+12%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$118.6K
4,386
+0%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$117.4K
11,455
减持
PM
PHILIP MORRIS INTL INC
-$117.3K
19,304
-4%
增持
CSCO
CISCO SYS INC
+$111.3K
17,253
+1%
减持
BND
VANGUARD BD INDEX FDS
-$110.8K
6,989
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$110.5K
2,442
-1%
减持
SO
SOUTHERN CO
-$110.5K
9,922
-4%
增持
SNY
SANOFI
-$109.0K
12,928
+2%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$106.9K
0
-100%
增持
ARGX
ARGENX SE
+$105.3K
507
+33%
减持
WMT
WALMART INC
+$103.0K
11,406
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$102.0K
89,557
+2%
减持
SHOP
SHOPIFY INC
+$101.8K
4,055
-1%
减持
IT
GARTNER INC
-$101.3K
954
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$100.1K
4,262
-9%
减持
RTX
RTX CORPORATION
-$99.8K
15,962
-1%
减持
NGG
NATIONAL GRID PLC
-$93.7K
7,584
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$92.4K
20,183
-2%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$90.0K
32,536
-10%
减持
WMB
WILLIAMS COS INC
-$86.5K
5,109
-36%
增持
ETR
ENTERGY CORP NEW
-$76.6K
2,944
+29%
增持
MSFT
MICROSOFT CORP
-$74.5K
19,711
+1%
增持
KO
COCA COLA CO
-$74.2K
11,093
+4%
减持
PAYC
PAYCOM SOFTWARE INC
+$73.6K
1,935
-0%
增持
CCI
CROWN CASTLE INC
-$71.6K
6,128
+16%
减持
ZTS
ZOETIS INC
-$71.5K
1,451
-8%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$71.0K
1,382
-4%
减持
VDE
VANGUARD WORLD FD
-$69.1K
34,883
-1%
增持
META
META PLATFORMS INC
+$67.7K
3,299
+1%
减持
SHEL
SHELL PLC
-$67.2K
3,595
-19%
增持
TXN
TEXAS INSTRS INC
-$66.4K
3,885
+1%
增持
WY
WEYERHAEUSER CO MTN BE
-$65.8K
17,358
+6%
增持
HON
HONEYWELL INTL INC
+$65.2K
1,889
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$64.2K
2,392
+21%
减持
DFAC
DIMENSIONAL ETF TRUST
+$64.1K
410,208
-0%
增持
VUG
VANGUARD INDEX FDS
+$63.6K
1,473
+5%
减持
COST
COSTCO WHSL CORP NEW
+$61.9K
2,229
-0%
减持
PLD
PROLOGIS INC.
-$59.5K
2,822
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$58.9K
962
+9%
增持
—
TOTALENERGIES SE
-$58.3K
11,433
+8%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$56.7K
4,711
-2%
减持
NOW
SERVICENOW INC
+$55.6K
762
-9%
增持
JNJ
JOHNSON & JOHNSON
+$55.5K
10,705
+16%
减持
KMI
KINDER MORGAN INC DEL
+$53.8K
19,457
-10%
减持
USB
US BANCORP DEL
+$53.6K
67,999
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$52.8K
14,502
+5%
减持
PG
PROCTER AND GAMBLE CO
-$52.3K
7,897
-1%
增持
—
ASTRAZENECA PLC
-$49.7K
4,707
+2%
减持
TFC
TRUIST FINL CORP
-$48.8K
9,117
-12%
增持
IEFA
ISHARES TR
-$48.7K
6,773
+1%
清仓
—
CONNECT BIOPHARMA HLDGS LTD
-$48.2K
0
-100%
增持
EFA
ISHARES TR
-$47.9K
10,527
+4%
增持
C
CITIGROUP INC
+$47.8K
4,462
+5%
增持
NVS
NOVARTIS AG
-$47.4K
2,724
+0%
增持
BAC
BANK AMERICA CORP
+$44.3K
8,291
+3%
减持
KVUE
KENVUE INC
-$44.1K
10,707
-9%
增持
ENB
ENBRIDGE INC
+$44.0K
20,410
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$41.1K
3,807
-0%
