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KEYNOTE FINANCIAL SERVICES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KEYNOTE FINANCIAL SERVICES LLC
报告期 2026-03-31 · CIK 0002026127
持仓数
174
前50大市值合计
$130.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 116 项
建仓 10
增持 52
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.4M
40,583
-2%
增持
RAVI
FLEXSHARES ULTRA SHORT INC ETF
+$1.3M
20,593
+591%
减持
ABBV
ABBVIE INC
+$1.2M
40,736
-1%
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
CVS
CVS HEALTH CORP
+$739.7K
32,376
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC.
+$665.0K
7,511
+2%
减持
T
A T & T INC
+$612.7K
114,677
-1%
增持
VZ
VERIZON COMMUNICATIONS INC.
+$535.8K
44,330
+20%
增持
GOOGL
ALPHABET INC.
-$519.9K
15,536
+1%
减持
ABT
ABBOTT LABORATORIES
+$513.1K
26,836
-0%
减持
RTX
RTX CORP
+$501.5K
30,332
-0%
清仓
—
PATTERSON COS INC
-$482.5K
0
-100%
增持
MSFT
MICROSOFT CORP
-$476.0K
10,461
+0%
建仓
ES
EVERSOURCE ENERGY
+$467.4K
7,526
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$451.1K
3,646
建仓
O
REALTY INCOME CORP
+$420.1K
7,241
增持
—
COHERENT CORP
-$361.7K
12,508
+1%
增持
HTO
SJW GROUP
+$352.0K
45,928
+5%
减持
TSLA
TESLA INC
-$347.8K
2,186
-3%
增持
INTC
INTEL CORP
+$333.4K
82,227
+7%
增持
JNJ
JOHNSON & JOHNSON
+$323.6K
12,522
+3%
清仓
—
CARNIVAL CORP
-$303.2K
0
-100%
增持
NVDA
NVIDIA CORP
+$277.4K
8,985
+73%
增持
AMGN
AMGEN INC.
+$261.6K
4,827
+1%
减持
PM
PHILIP MORRIS INTL
+$253.8K
6,637
-0%
增持
CLF
CLEVELAND-CLIFFS INC
+$252.5K
81,591
+83%
减持
AMZN
AMAZON.COM INC
-$250.8K
8,331
-0%
增持
MRK
MERCK & CO. INC.
+$233.8K
11,987
+42%
减持
GILD
GILEAD SCIENCES INC
+$231.9K
12,392
-1%
增持
UPS
UNITED PARCEL SVC INC
+$230.4K
6,337
+71%
增持
SWKS
SKYWORKS SOLUTIONS, INC.
-$228.5K
16,968
+14%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$227.9K
2,218
建仓
FLO
FLOWERS FOODS INC
+$225.2K
11,845
减持
SOUN
SOUNDHOUND AI INC
-$221.7K
13,231
-20%
增持
LMT
LOCKHEED MARTIN CORP
+$217.1K
2,184
+40%
建仓
RBC
RBC BEARINGS INCORPORATED
+$209.8K
652
建仓
VUSB
VANGUARD BD INDEX FNDS
+$208.6K
4,185
建仓
KMB
KIMBERLY CLARK CORP
+$206.2K
1,450
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$202.9K
0
-100%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$200.5K
1,651
减持
MO
ALTRIA GROUP INC
+$198.3K
25,727
-0%
清仓
KEY
KEYCORP INC
-$194.5K
0
-100%
建仓
—
INVESCO LTD
+$183.4K
12,091
增持
LITE
LUMENTUM HOLDINGS INC
-$177.8K
8,248
+0%
减持
—
HANESBRANDS INC
-$168.9K
47,315
-13%
增持
BMY
BRISTOL-MYERS SQUIBB
+$167.4K
31,826
+1%
增持
STZ
CONSTELLATION BRANDS, INC.
+$146.7K
2,554
+75%
减持
UNM
UNUM GROUP
+$144.6K
17,876
-0%
减持
KO
THE COCA-COLA CO
+$136.8K
14,753
-0%
增持
—
THE CIGNA GROUP
+$135.6K
1,933
+7%
增持
—
EXXON MOBIL CORP
+$132.6K
11,196
+0%
增持
OXY
OCCIDENTAL PETROL CO
+$130.2K
47,391
+6%
增持
IBM
IBM CORP
+$130.1K
3,941
+2%
减持
LNC
LINCOLN NATIONAL CORP
+$129.0K
31,731
-0%
增持
PYPL
PAYPAL HOLDINGS, INC.
-$128.6K
8,553
+6%
增持
BGC
BGC GROUP INC
+$118.1K
26,663
+91%
减持
CRK
COMSTOCK RES INC
+$114.7K
86,796
-4%
减持
DIS
WALT DISNEY CO
-$114.0K
8,834
-0%
增持
LKQ
LKQ CORP
+$104.8K
18,059
+0%
增持
LLY
ELI LILLY AND CO
+$103.3K
1,887
+0%
增持
ULTA
ULTA BEAUTY INC.
-$102.3K
1,992
+4%
减持
MTB
M & T BANK CORP
-$100.7K
10,323
-0%
减持
AMAT
APPLIED MATERIALS
-$99.5K
5,357
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$98.8K
1,105
+2%
减持
AGQ
PROSHARES ULTRA SILVER ETF
+$96.8K
17,020
-17%
增持
CAT
CATERPILLAR INC
-$92.6K
3,260
+1%
增持
DINO
HF SINCLAIR CORP
+$87.6K
25,495
+19%
增持
—
DENISON MINES CORP
+$82.9K
256,098
+84%
增持
KHC
KRAFT HEINZ CO
+$80.1K
39,855
+8%
减持
—
MEDTRONIC PLC
+$80.0K
8,094
-0%
增持
—
SUPER MICRO COMPUTER INC
+$77.1K
13,274
+7%
增持
DOC
HEALTHPEAK PROPERTIES, INC.
+$72.2K
14,864
+32%
减持
VTRS
VIATRIS INC
-$69.2K
17,496
-2%
减持
CARR
CARRIER GLOBAL CORP
-$64.6K
6,265
-7%
减持
BAC
BANK OF AMERICA CORP
-$62.9K
24,379
-1%
增持
MU
MICRON TECHNOLOGY
+$62.8K
7,383
+7%
减持
MPT
MEDICAL PROPERTIES TRUST, INC.
+$59.9K
32,782
-6%
减持
NWL
NEWELL BRANDS INC
-$58.7K
15,360
-1%
减持
—
EASTERLY GOVERNMENT PROPERTIES, INC.
-$58.0K
41,920
-5%
增持
STM
STMICROELECTRONICS NV
-$57.5K
19,723
+0%
减持
MCD
MCDONALDS CORP
+$54.9K
3,989
-3%
增持
HRL
HORMEL FOODS CORP
+$54.2K
15,137
+15%
增持
F
FORD MOTOR CO
+$47.4K
67,234
+6%
减持
VALE
VALE S A
+$46.1K
42,488
-0%
减持
BBAI
BIGBEAR AI HLDGS INC
-$45.5K
18,780
-16%
减持
MVST
MICROVAST HLDGS INC
-$42.7K
47,375
-0%
增持
GPK
GRAPHIC PACKAGING HOLDING COMPANY
+$42.2K
9,583
+26%
减持
PG
PROCTER & GAMBLE
+$35.4K
13,631
-0%
减持
WPC
W.P. CAREY INC.
+$30.3K
3,710
-1%
增持
—
WELLS FARGO & COMPANY
+$29.0K
24,050
+9%
减持
UNFI
UNITED NATURAL FOODS, INC.
-$26.0K
16,410
-6%
减持
DVN
DEVON ENERGY CORP
+$23.4K
6,543
-3%
减持
WMT
WALMART INC
-$21.3K
5,697
-1%
增持
—
SWK HOLDINGS CORP
-$21.2K
6,293
+0%
减持
CSCO
CISCO SYSTEMS INC
+$20.8K
9,983
-1%
减持
—
NATIONAL GRID PLC
+$20.5K
5,071
-3%
增持
PEP
PEPSICO INC
+$20.1K
3,050
+6%
增持
—
LYONDELLBASELL INDS
+$19.4K
12,346
+8%
增持
WHR
WHIRLPOOL CORP
+$16.0K
7,027
+30%
增持
PII
POLARIS INDUSTRIES
+$15.9K
10,710
+46%
减持
SLV
ISHARES SILVER TRUST ETF
-$14.5K
12,650
-18%
减持
HYGV
FLEXSHAR HG YLD VLU SCOR BD INDX ETF
-$13.9K
9,205
-3%
增持
QCOM
QUALCOMM INC
+$13.8K
9,552
+1%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$13.7K
627
+16%
减持
NDAQ
NASDAQ INC
-$13.7K
4,108
-2%
减持
BA
BOEING CO
-$12.5K
1,527
-1%
增持
PFE
PFIZER INC
+$9.2K
89,347
+5%
增持
PFF
ISHARES PREFERRED INCOME SEC ETF IV
-$8.0K
13,083
+0%
减持
KMI
KINDER MORGAN INC
+$7.6K
9,745
-1%
减持
WY
WEYERHAEUSER COMPANY
+$7.3K
10,850
-2%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$4.6K
2,730
-3%
减持
GLD
SPDR GOLD SHARES ETF
+$4.0K
1,334
-15%
增持
—
LAM RESEARCH CORP
+$2.8K
5,723
+0%
减持
WFC
WELLS FARGO & COMPANY
+$2.0K
4,225
-2%
减持
COST
COSTCO WHOLESALE CO
-$1.6K
256
-4%
增持
GIS
GENERAL MILLS INC
-$1.2K
6,976
+6%
减持
—
SENSEONICS HOLDINGS
+$224
17,070
-19%
