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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 27
增持 52
减持 55
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
GLDM
WORLD GOLD TR
-$12.4M
55,173
-79%
增持
FLTR
VANECK ETF TRUST
+$10.7M
1,609,862
+35%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$10.0M
279,374
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
—
MANAGED PORTFOLIO SERIES
-$9.7M
0
-100%
减持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$9.3M
489,872
-42%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.2M
1,172,084
+37%
增持
DEXC
DIMENSIONAL ETF TRUST
+$4.7M
194,051
+56%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.2M
437,749
+26%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$3.6M
146,741
增持
FNDF
SCHWAB STRATEGIC TR
+$2.7M
631,963
+1%
减持
MSFT
MICROSOFT CORP
+$1.9M
18,875
-5%
减持
AAPL
APPLE INC
-$1.8M
66,697
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.4M
68,304
+70%
增持
AMZN
AMAZON COM INC
+$1.2M
32,567
+5%
减持
NVDA
NVIDIA CORPORATION
+$850.4K
19,724
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$801.8K
169,894
+2%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$767.5K
1,539,692
+1%
减持
ORCL
ORACLE CORP
+$718.3K
9,845
-4%
减持
ABBV
ABBVIE INC
-$630.2K
21,412
-3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$618.3K
203,772
+3%
增持
META
META PLATFORMS INC
+$583.1K
3,331
+2%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$573.1K
77,556
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$550.0K
14,005
-29%
建仓
BTI
BRITISH AMERN TOB PLC
+$519.7K
10,981
增持
LRCX
LAM RESEARCH CORP
+$509.0K
20,525
+0%
建仓
GSK
GSK PLC
+$453.6K
11,813
减持
AVGO
BROADCOM INC
+$435.2K
4,260
-3%
增持
SPYG
SPDR SERIES TRUST
+$421.7K
28,185
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$417.9K
3,289
+19%
增持
RTX
RTX CORPORATION
+$414.1K
17,248
+9%
增持
CRM
SALESFORCE INC
+$407.9K
7,054
+25%
减持
QQQ
INVESCO QQQ TR
+$405.8K
5,943
-3%
清仓
BND
VANGUARD BD INDEX FDS
-$368.7K
0
-100%
减持
NFLX
NETFLIX INC
+$352.0K
962
-4%
建仓
BLV
VANGUARD BD INDEX FDS
+$348.7K
5,015
建仓
MPLX
MPLX LP
+$334.8K
6,500
建仓
KYMR
KYMERA THERAPEUTICS INC
+$334.3K
7,660
增持
VDE
VANGUARD WORLD FD
-$324.3K
34,755
+1%
增持
CVX
CHEVRON CORP NEW
-$323.7K
17,225
+3%
减持
PM
PHILIP MORRIS INTL INC
-$313.2K
16,249
-21%
减持
LLY
ELI LILLY & CO
-$312.8K
5,230
-2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$307.4K
106,948
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$303.2K
5,607
+3%
清仓
—
NXP SEMICONDUCTORS N V
-$294.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$291.8K
5,978
-3%
建仓
FE
FIRSTENERGY CORP
+$280.4K
6,965
增持
CRWD
CROWDSTRIKE HLDGS INC
+$279.6K
1,505
+9%
减持
BIV
VANGUARD BD INDEX FDS
-$278.6K
5,888
-39%
建仓
DDOG
DATADOG INC
+$271.1K
2,018
建仓
CLOX
SERIES PORTFOLIOS TR
+$267.9K
10,464
增持
NKE
NIKE INC
+$267.3K
30,445
+2%
减持
ELV
ELEVANCE HEALTH INC
-$266.3K
5,013
-2%
清仓
—
AON PLC
-$262.6K
0
-100%
增持
—
EXXON MOBIL CORP
-$260.0K
40,721
+4%
清仓
TMUS
T-MOBILE US INC
-$257.9K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$257.1K
0
-100%
建仓
OIA
INVESCO MUNI INCOME OPP TRST
+$254.4K
44,250
减持
JNJ
JOHNSON & JOHNSON
-$249.4K
10,072
-7%
建仓
INTU
INTUIT
+$244.2K
310
减持
GILD
GILEAD SCIENCES INC
-$241.8K
4,919
-30%
增持
VGT
VANGUARD WORLD FD
+$240.1K
775
+53%
清仓
ETR
ENTERGY CORP NEW
-$235.5K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$233.7K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$231.7K
1,023
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$231.5K
4,684
-0%
建仓
FLS
FLOWSERVE CORP
+$227.1K
4,338
建仓
MS
MORGAN STANLEY
+$226.2K
1,606
清仓
—
CRH PLC
-$225.2K
0
-100%
减持
T
AT&T INC
-$224.7K
74,963
-11%
建仓
—
EATON CORP PLC
+$223.8K
627
建仓
UPST
UPSTART HLDGS INC
+$223.1K
3,450
清仓
MCD
MCDONALDS CORP
-$219.9K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$217.7K
1,766
建仓
IWM
ISHARES TR
+$215.6K
999
清仓
SLB
SCHLUMBERGER LTD
-$215.5K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$213.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$212.3K
646
-32%
增持
NOW
SERVICENOW INC
+$210.2K
714
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$209.7K
4,504
+2%
建仓
IDXX
IDEXX LABS INC
+$208.1K
388
清仓
OXY
OCCIDENTAL PETE CORP
-$204.5K
0
-100%
建仓
ADSK
AUTODESK INC
+$204.3K
660
建仓
—
TE CONNECTIVITY PLC
+$204.1K
1,210
建仓
COF
CAPITAL ONE FINL CORP
+$203.8K
958
建仓
APP
APPLOVIN CORP
+$203.4K
581
清仓
GIS
GENERAL MLS INC
-$202.0K
0
-100%
建仓
MSCI
MSCI INC
+$200.7K
348
清仓
PBA
PEMBINA PIPELINE CORP
-$200.5K
0
-100%
减持
MRK
MERCK & CO INC
-$199.8K
11,939
-6%
减持
PG
PROCTER AND GAMBLE CO
-$198.4K
7,096
-9%
减持
GOOGL
ALPHABET INC
+$194.9K
12,754
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$192.2K
9,484
-9%
增持
OKE
ONEOK INC NEW
+$190.0K
7,637
+75%
增持
—
ASML HOLDING N V
+$188.8K
1,313
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$179.0K
53,678
+4%
增持
EOT
EATON VANCE NATL MUN OPPORT
+$177.5K
21,851
+105%
减持
USB
US BANCORP DEL
+$174.0K
64,670
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$167.5K
4,949
-5%
增持
NVO
NOVO-NORDISK A S
+$167.4K
10,234
+32%
清仓
MMU
WESTERN ASSET MANAGED MUNS F
-$158.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$155.0K
3,394
+27%
减持
URA
GLOBAL X FDS
+$153.8K
9,700
-0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$152.7K
2,358
-47%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$151.8K
394
-44%
增持
PNC
PNC FINL SVCS GROUP INC
+$147.9K
2,710
+33%
增持
TXN
TEXAS INSTRS INC
+$146.9K
4,024
+5%
增持
DIS
DISNEY WALT CO
+$144.6K
4,094
+11%
减持
SYK
STRYKER CORPORATION
+$131.5K
6,086
-0%
增持
UNP
UNION PAC CORP
+$130.6K
2,680
+30%
减持
MO
ALTRIA GROUP INC
-$129.0K
27,014
-5%
减持
CM
CANADIAN IMPERIAL BK COMM
+$124.0K
9,287
-2%
减持
BA
BOEING CO
+$117.6K
3,512
-3%
减持
SO
SOUTHERN CO
-$116.1K
8,781
-12%
减持
—
LYONDELLBASELL INDUSTRIES N
-$115.2K
4,984
-13%
减持
QCOM
QUALCOMM INC
-$114.8K
14,595
-8%
增持
TSLA
TESLA INC
+$111.1K
1,146
+17%
减持
DUK
DUKE ENERGY CORP NEW
-$108.9K
6,758
-9%
增持
EFA
ISHARES TR
+$105.8K
11,032
+2%
增持
WFC
WELLS FARGO CO NEW
+$103.2K
12,146
+0%
增持
VUG
VANGUARD INDEX FDS
+$102.7K
1,498
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$92.0K
3,532
-11%
减持
WMT
WALMART INC
+$88.2K
10,872
-2%
增持
SHOP
SHOPIFY INC
+$84.6K
4,070
+1%
减持
GOOG
ALPHABET INC
+$84.0K
30,030
-11%
减持
POR
PORTLAND GEN ELEC CO
-$83.8K
14,003
-4%
增持
SNY
SANOFI
-$81.4K
13,457
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$80.2K
1,017
+4%
减持
FISV
FISERV INC
-$79.5K
1,460
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$79.4K
2,224
+1%
增持
—
JOHNSON CTLS INTL PLC
+$77.4K
2,697
+4%
增持
KMB
KIMBERLY-CLARK CORP
+$76.6K
2,405
+46%
减持
V
VISA INC
-$75.8K
11,578
-3%
减持
NGG
NATIONAL GRID PLC
+$75.6K
8,922
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$73.5K
13,761
-6%
减持
LTC
LTC PPTYS INC
-$71.6K
35,513
-3%
减持
KO
COCA COLA CO
-$68.7K
10,276
-8%
增持
O
REALTY INCOME CORP
+$65.9K
16,752
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$65.8K
9,384
+4%
减持
PPL
PPL CORP
-$65.7K
11,827
-8%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$65.0K
41,691
+22%
减持
COST
COSTCO WHSL CORP NEW
+$63.7K
2,105
-1%
建仓
ALT
ALTIMMUNE INC
+$63.3K
16,360
增持
AMGN
AMGEN INC
-$61.6K
5,295
+7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$61.1K
7,783
+1%
减持
SQ
BLOCK INC
+$60.7K
5,561
-5%
减持
C
CITIGROUP INC
+$57.2K
4,356
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$54.6K
1,770
+3%
减持
ENFR
ALPS ETF TR
-$52.5K
8,850
-14%
减持
DGRO
ISHARES TR
+$49.4K
27,144
-1%
减持
BROS
DUTCH BROS INC
+$49.1K
9,820
-3%
