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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 61
减持 53
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
FLTR
VANECK ETF TRUST
+$30.4M
1,189,488
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$16.2M
1,518,039
+81%
减持
BIV
VANGUARD BD INDEX FDS
-$13.0M
9,586
-95%
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
+$8.8M
839,669
+63%
增持
GLDM
WORLD GOLD TR
+$3.5M
258,252
+8%
减持
DEXC
DIMENSIONAL ETF TRUST
-$3.1M
124,019
-33%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.7M
347,526
-15%
清仓
VTEB
VANGUARD MUN BD FDS
-$2.3M
0
-100%
减持
AAPL
APPLE INC
-$2.1M
69,687
-1%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$2.0M
40,288
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
853,043
+6%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.6M
625,116
-1%
减持
GOOG
ALPHABET INC
-$1.3M
33,560
-2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.2M
51,463
-43%
增持
PM
PHILIP MORRIS INTL INC
+$949.5K
20,618
+7%
增持
AMZN
AMAZON COM INC
-$844.2K
31,164
+1%
增持
MSFT
MICROSOFT CORP
-$842.8K
19,887
+1%
增持
ABBV
ABBVIE INC
+$724.8K
21,977
+1%
增持
—
EXXON MOBIL CORP
+$648.9K
39,096
+5%
减持
—
MANAGED PORTFOLIO SERIES
+$557.2K
267,390
-1%
增持
NVDA
NVIDIA CORPORATION
-$509.3K
20,906
+1%
减持
USB
US BANCORP DEL
-$500.1K
65,190
-4%
清仓
NUBD
NUSHARES ETF TR
-$480.2K
0
-100%
减持
ORCL
ORACLE CORP
-$470.8K
10,258
-10%
减持
V
VISA INC
+$397.0K
11,946
-0%
减持
T
AT&T INC
+$382.3K
84,659
-4%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$375.0K
703
减持
CVX
CHEVRON CORP NEW
+$365.0K
16,678
-0%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$358.3K
4,443
增持
AMGN
AMGEN INC
+$355.9K
4,943
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$354.7K
4,707
-1%
减持
AVGO
BROADCOM INC
-$343.4K
4,414
-5%
增持
GOOGL
ALPHABET INC
-$332.6K
13,274
+5%
减持
ELV
ELEVANCE HEALTH INC
+$330.7K
5,095
-0%
增持
MO
ALTRIA GROUP INC
+$314.8K
28,539
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$297.3K
48,042
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$296.8K
166,167
+20%
增持
LLY
ELI LILLY & CO
+$291.9K
5,315
+0%
减持
NOW
SERVICENOW INC
-$284.0K
658
-14%
增持
CRM
SALESFORCE INC
-$270.3K
5,648
+6%
建仓
—
AON PLC
+$262.6K
658
建仓
KR
KROGER CO
+$258.2K
3,815
减持
RTX
RTX CORPORATION
+$257.3K
15,888
-0%
清仓
MS
MORGAN STANLEY
-$251.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$239.7K
10,781
+1%
清仓
TTD
THE TRADE DESK INC
-$239.1K
0
-100%
清仓
TGT
TARGET CORP
-$236.6K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$234.8K
0
-100%
清仓
DDOG
DATADOG INC
-$234.8K
0
-100%
减持
VDE
VANGUARD WORLD FD
+$232.7K
34,418
-1%
减持
MAR
MARRIOTT INTL INC NEW
-$227.1K
2,959
-11%
建仓
—
CRH PLC
+$225.2K
2,560
建仓
CTAS
CINTAS CORP
+$224.4K
1,092
清仓
IWM
ISHARES TR
-$220.7K
0
-100%
建仓
XYL
XYLEM INC
+$220.4K
1,845
建仓
MCD
MCDONALDS CORP
+$219.9K
704
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$219.4K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$215.5K
5,156
建仓
CVS
CVS HEALTH CORP
+$213.5K
3,151
减持
HD
HOME DEPOT INC
-$213.0K
9,295
-0%
清仓
UPST
UPSTART HLDGS INC
-$212.4K
0
-100%
清仓
SAP
SAP SE
-$210.5K
0
-100%
清仓
MSCI
MSCI INC
-$209.4K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$207.5K
2,590
清仓
COLB
COLUMBIA BKG SYS INC
-$206.8K
0
-100%
清仓
IUSB
ISHARES TR
-$206.7K
0
-100%
增持
SPYG
SPDR SER TR
+$205.0K
28,181
+20%
清仓
ADSK
AUTODESK INC
-$203.4K
0
-100%
清仓
BCE
BCE INC
-$202.7K
0
-100%
清仓
LOW
LOWES COS INC
-$202.1K
0
-100%
建仓
MCK
MCKESSON CORP
+$201.9K
300
清仓
PAYX
PAYCHEX INC
-$201.5K
0
-100%
建仓
EQT
EQT CORP
+$201.3K
3,767
建仓
PBA
PEMBINA PIPELINE CORP
+$200.5K
5,008
减持
NVO
NOVO-NORDISK A S
-$196.3K
7,762
-9%
减持
ADBE
ADOBE INC
-$186.1K
2,382
-4%
增持
INTC
INTEL CORP
+$172.7K
29,949
+18%
增持
SBUX
STARBUCKS CORP
+$172.7K
10,939
+11%
减持
VWOB
VANGUARD WHITEHALL FDS
+$171.7K
197,792
-0%
增持
QQQ
INVESCO QQQ TR
-$165.6K
6,126
+3%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$159.3K
3,999
-15%
清仓
—
BARRICK GOLD CORP
-$155.8K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$152.5K
155,286
-2%
增持
NKE
NIKE INC
-$149.9K
29,861
+10%
增持
ZTS
ZOETIS INC
+$149.2K
2,342
+61%
增持
O
REALTY INCOME CORP
+$147.5K
15,500
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$143.7K
5,194
-1%
增持
—
TOTALENERGIES SE
+$141.4K
11,818
+3%
增持
CAT
CATERPILLAR INC
-$137.8K
6,152
+3%
增持
NGG
NATIONAL GRID PLC
+$137.7K
8,967
+18%
减持
BND
VANGUARD BD INDEX FDS
-$133.9K
5,020
-28%
减持
GS
GOLDMAN SACHS GROUP INC
-$132.8K
411
-34%
增持
SQ
BLOCK INC
-$132.0K
5,836
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$127.7K
7,431
+3%
增持
CCI
CROWN CASTLE INC
+$126.2K
6,547
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$114.2K
3,983
+63%
增持
SNY
SANOFI
+$107.9K
13,189
+2%
减持
NFLX
NETFLIX INC
-$106.6K
1,004
-14%
增持
SO
SOUTHERN CO
+$105.7K
10,032
+1%
增持
KO
COCA COLA CO
+$105.1K
11,111
+0%
减持
—
ACCENTURE PLC IRELAND
-$105.1K
2,599
-0%
增持
OKE
ONEOK INC NEW
+$97.4K
4,368
+31%
增持
MRK
MERCK & CO INC
-$94.1K
12,755
+2%
减持
BA
BOEING CO
-$92.1K
3,625
-10%
增持
PPL
PPL CORP
+$90.3K
12,920
+11%
增持
EFA
ISHARES TR
+$84.5K
10,772
+2%
减持
HON
HONEYWELL INTL INC
-$84.3K
1,617
-14%
增持
AMLP
ALPS ETF TR
+$82.8K
6,617
+22%
减持
CM
CANADIAN IMPERIAL BK COMM
-$82.4K
9,482
-3%
增持
TSLA
TESLA INC
-$78.2K
976
+19%
减持
BKNG
BOOKING HOLDINGS INC
-$77.7K
50
-19%
减持
ABT
ABBOTT LABS
+$75.0K
3,991
-1%
减持
SYK
STRYKER CORPORATION
+$73.9K
6,115
-0%
增持
POR
PORTLAND GEN ELEC CO
+$72.3K
14,636
+10%
增持
FCX
FREEPORT-MCMORAN INC
+$71.7K
9,008
+27%
增持
VYMI
VANGUARD WHITEHALL FDS
+$71.3K
7,581
+6%
增持
WFC
WELLS FARGO CO NEW
+$66.9K
12,118
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$66.2K
3,819
+0%
减持
IT
GARTNER INC
-$63.4K
950
-0%
减持
BROS
DUTCH BROS INC
+$62.3K
10,080
-6%
增持
DIS
DISNEY WALT CO
+$60.7K
3,679
+35%
增持
WPC
WP CAREY INC
+$58.5K
4,460
+9%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$57.7K
100,030
-1%
增持
CSCO
CISCO SYS INC
+$57.6K
17,484
+1%
减持
GIS
GENERAL MLS INC
-$56.7K
3,378
-17%
减持
META
META PLATFORMS INC
-$56.1K
3,254
-1%
减持
WMT
WALMART INC
-$55.6K
11,105
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$54.0K
20,833
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$51.1K
642
-1%
增持
VUG
VANGUARD INDEX FDS
-$50.6K
1,494
+1%
增持
NVS
NOVARTIS AG
+$50.2K
2,828
+4%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$49.6K
15,350
-25%
增持
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$49.4K
28,581
+7%
减持
EQIN
COLUMBIA ETF TR I
-$48.9K
4,445
-22%
减持
URA
GLOBAL X FDS
-$48.2K
9,715
-4%
增持
LMT
LOCKHEED MARTIN CORP
-$46.3K
1,713
+3%
减持
SHOP
SHOPIFY INC
-$46.3K
4,031
-1%
减持
TMUS
T-MOBILE US INC
-$45.8K
967
-30%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$45.5K
14,653
+1%
增持
LTC
LTC PPTYS INC
+$44.3K
36,693
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$43.1K
5,464
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.7K
2,666
+11%
增持
MDYG
SPDR SER TR
+$41.1K
3,509
+28%
建仓
—
CHECKPOINT THERAPEUTICS INC
+$40.4K
10,000
减持
TXN
TEXAS INSTRS INC
-$39.9K
3,832
-1%
增持
ENB
ENBRIDGE INC
+$39.7K
20,441
+0%
减持
TRP
TC ENERGY CORP
-$38.8K
8,802
-10%
增持
PYPL
PAYPAL HLDGS INC
-$38.4K
3,898
+14%
减持
CMCSA
COMCAST CORP NEW
-$38.0K
16,477
-4%
增持
ABNB
AIRBNB INC
-$37.6K
3,397
+1%
