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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
25Q4 调仓
2025-06-30 → 2025-12-31 · 共 150 项
建仓 31
增持 55
减持 36
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
FLXR
TCW ETF TRUST
+$46.9M
1,184,988
减持
FLTR
VANECK ETF TRUST
-$39.8M
49,023
-97%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$36.7M
25,168
-98%
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
SCHD
SCHWAB STRATEGIC TR
+$12.7M
1,595,818
+36%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.3M
74,511
-50%
建仓
LVHI
LEGG MASON ETF INVT
+$8.9M
241,000
增持
VNQ
VANGUARD INDEX FDS
+$8.6M
100,090
+3096%
增持
VWOB
VANGUARD WHITEHALL FDS
+$6.5M
293,514
+44%
减持
FNDF
SCHWAB STRATEGIC TR
-$5.7M
433,575
-31%
减持
AAPL
APPLE INC
+$4.1M
65,575
-2%
减持
GOOG
ALPHABET INC
+$3.9M
29,301
-2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.4M
172,577
+61%
减持
GLDM
WORLD GOLD TR
-$2.7M
10,442
-81%
增持
DEXC
DIMENSIONAL ETF TRUST
+$2.5M
216,004
+11%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
452,125
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.1M
27,304
-60%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$2.0M
219,909
+50%
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$1.9M
517,138
+6%
减持
GOOGL
ALPHABET INC
+$1.6M
12,412
-3%
增持
LRCX
LAM RESEARCH CORP
+$1.6M
20,753
+1%
减持
LLY
ELI LILLY & CO
+$1.5M
5,149
-2%
增持
GILD
GILEAD SCIENCES INC
+$1.4M
16,022
+226%
增持
CAT
CATERPILLAR INC
+$1.1M
5,983
+0%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.1M
18,750
-65%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
182,825
+8%
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$929.3K
309,157
+11%
建仓
—
TOTALENERGIES SE
+$920.8K
14,075
增持
NVDA
NVIDIA CORPORATION
+$824.2K
21,128
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$812.6K
2,910
-38%
增持
AMZN
AMAZON COM INC
+$731.2K
34,122
+5%
清仓
—
TOTALENERGIES SE
-$728.4K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$720.1K
0
-100%
减持
RTX
RTX CORPORATION
+$637.5K
17,209
-0%
建仓
BSV
VANGUARD BD INDEX FDS
+$632.3K
8,023
增持
XLK
SELECT SECTOR SPDR TR
+$612.7K
30,196
+105%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$598.2K
23,109
+65%
减持
ABBV
ABBVIE INC
+$586.8K
19,963
-7%
减持
T
AT&T INC
-$569.0K
64,430
-14%
减持
COST
COSTCO WHSL CORP NEW
-$568.7K
1,757
-17%
增持
QQQ
INVESCO QQQ TR
+$568.4K
6,262
+5%
建仓
VUSB
VANGUARD BD INDEX FDS
+$498.4K
10,000
增持
SPYG
SPDR SERIES TRUST
+$485.2K
29,726
+5%
建仓
IWF
ISHARES TR
+$478.5K
1,011
建仓
SHYD
VANECK ETF TRUST
+$447.1K
19,515
建仓
XLV
SELECT SECTOR SPDR TR
+$439.2K
2,837
建仓
UL
UNILEVER PLC
+$438.8K
6,710
清仓
IT
GARTNER INC
-$428.5K
0
-100%
增持
NFLX
NETFLIX INC
-$409.8K
9,369
+874%
增持
MRK
MERCK & CO INC
+$387.2K
12,657
+6%
减持
META
META PLATFORMS INC
-$384.6K
3,142
-6%
增持
AVGO
BROADCOM INC
+$376.6K
4,481
+5%
清仓
ZTS
ZOETIS INC
-$367.7K
0
-100%
清仓
EOT
EATON VANCE NATL MUN OPPORT
-$354.9K
0
-100%
减持
—
ASML HOLDING N V
+$349.3K
1,310
-0%
减持
ORCL
ORACLE CORP
-$348.1K
9,257
-6%
建仓
IWD
ISHARES TR
+$347.9K
1,654
增持
VDE
VANGUARD WORLD FD
+$337.4K
35,558
+2%
清仓
VCEB
VANGUARD WORLD FD
-$318.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$292.8K
517
减持
NVO
NOVO-NORDISK A S
-$291.7K
8,149
-20%
建仓
XME
SPDR SERIES TRUST
+$289.6K
2,795
清仓
PYPL
PAYPAL HLDGS INC
-$289.2K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$288.4K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$283.4K
10,769
+38%
增持
BIV
VANGUARD BD INDEX FDS
+$283.2K
9,483
+61%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$282.4K
5,889
+5%
清仓
—
UNILEVER PLC
-$275.2K
0
-100%
增持
AMGN
AMGEN INC
+$274.7K
5,356
+1%
清仓
PFF
ISHARES TR
-$272.8K
0
-100%
清仓
DDOG
DATADOG INC
-$271.1K
0
-100%
清仓
CLOX
SERIES PORTFOLIOS TR
-$267.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$266.5K
8,722
-13%
增持
SYK
STRYKER CORPORATION
-$262.1K
6,105
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$261.3K
4,584
+35%
清仓
WDAY
WORKDAY INC
-$261.1K
0
-100%
清仓
AVDE
AMERICAN CENTY ETF TR
-$256.8K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$256.0K
0
-100%
建仓
CME
CME GROUP INC
+$255.6K
936
清仓
OIA
INVESCO MUNI INCOME OPP TRST
-$254.4K
0
-100%
清仓
FISV
FISERV INC
-$251.7K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$248.1K
1,836
清仓
INTU
INTUIT
-$244.2K
0
-100%
清仓
CTAS
CINTAS CORP
-$241.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$240.2K
6,213
-12%
清仓
MMM
3M CO
-$238.6K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$237.7K
10,384
-45%
建仓
KLAC
KLA CORP
+$233.3K
192
减持
NKE
NIKE INC
-$231.6K
30,312
-0%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$231.0K
1,359
建仓
SCHW
SCHWAB CHARLES CORP
+$230.5K
2,308
减持
UNH
UNITEDHEALTH GROUP INC
-$229.8K
2,412
-27%
建仓
SLV
ISHARES SILVER TR
+$229.7K
3,565
增持
CVX
CHEVRON CORP NEW
+$229.3K
17,687
+3%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$227.2K
1,403
清仓
MS
MORGAN STANLEY
-$226.2K
0
-100%
清仓
—
EATON CORP PLC
-$223.8K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$223.6K
2,818
清仓
UPST
UPSTART HLDGS INC
-$223.1K
0
-100%
建仓
PAYX
PAYCHEX INC
+$222.6K
1,984
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$220.6K
4,600
+2%
建仓
NWN
NORTHWEST NAT HLDG CO
+$219.8K
4,703
减持
—
EXXON MOBIL CORP
+$219.5K
38,301
-6%
建仓
—
MEDTRONIC PLC
+$218.6K
2,276
减持
INTC
INTEL CORP
+$217.3K
24,587
-20%
清仓
SCHV
SCHWAB STRATEGIC TR
-$215.9K
0
-100%
建仓
SPYD
SPDR SERIES TRUST
+$215.2K
4,975
增持
APP
APPLOVIN CORP
+$213.0K
618
+6%
减持
HD
HOME DEPOT INC
-$212.0K
9,227
-0%
建仓
VKTX
VIKING THERAPEUTICS INC
+$209.3K
5,950
建仓
COLB
COLUMBIA BKG SYS INC
+$208.0K
7,443
建仓
VMC
VULCAN MATLS CO
+$207.6K
728
增持
OKE
ONEOK INC NEW
+$207.6K
11,307
+48%
建仓
NSC
NORFOLK SOUTHN CORP
+$207.6K
719
清仓
KVUE
KENVUE INC
-$207.2K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$206.5K
2,883
建仓
CEG
CONSTELLATION ENERGY CORP
+$206.0K
583
增持
BLV
VANGUARD BD INDEX FDS
+$204.9K
7,963
+59%
清仓
EQT
EQT CORP
-$201.6K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$201.5K
784
清仓
MSCI
MSCI INC
-$200.7K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$200.3K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$194.2K
1,607
-17%
增持
NOW
SERVICENOW INC
-$188.7K
3,560
+399%
减持
CRM
SALESFORCE INC
-$187.1K
6,555
-7%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$185.5K
5,033
+0%
减持
—
ACCENTURE PLC IRELAND
-$185.3K
2,178
-15%
增持
MSFT
MICROSOFT CORP
+$180.6K
19,787
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$180.3K
8,503
+3%
减持
GLD
SPDR GOLD TR
+$179.5K
2,122
-2%
减持
KYMR
KYMERA THERAPEUTICS INC
+$179.3K
6,600
-14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$177.1K
8,210
+17%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$173.8K
658
+67%
增持
VLO
VALERO ENERGY CORP
+$172.1K
3,930
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$170.9K
1,172
+15%
减持
DEO
DIAGEO PLC
-$168.1K
3,178
-28%
减持
ADBE
ADOBE INC
-$166.4K
2,161
-9%
增持
MO
ALTRIA GROUP INC
+$164.4K
30,321
+12%
增持
—
AMCOR PLC
+$158.7K
45,966
+88%
增持
BTI
BRITISH AMERN TOB PLC
+$154.5K
11,908
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$153.2K
20,570
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$152.7K
1,265
+24%
增持
VUG
VANGUARD INDEX FDS
+$149.7K
1,653
+10%
增持
FCX
FREEPORT-MCMORAN INC
+$146.9K
10,902
+16%
增持
SPSM
SPDR SERIES TRUST
+$144.1K
8,532
+42%
增持
EFA
ISHARES TR
+$141.1K
11,738
+6%
增持
HON
HONEYWELL INTL INC
+$140.9K
2,649
+64%
减持
CMCSA
COMCAST CORP NEW
-$140.5K
15,491
-8%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$139.7K
33,925
+206%
增持
TFC
TRUIST FINL CORP
+$137.9K
10,763
+18%
增持
LTC
LTC PPTYS INC
+$135.4K
39,689
+12%
