Keystone Financial Planning, Inc.
CLEVELAND OH · SEC CIK 0001596906
$3.88亿2026Q2 申报市值
39持仓数
76.6%前十大占比 · 第一大 51.1%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GSK 加仓+$993.39万
MDT 新建仓+$988.91万
CVX 加仓+$944.07万
XOM 新建仓+$656.17万
CME 加仓+$247.95万
2026Q2 卖出最多 按季末市值估算
SCHD 减仓-$1,627.86万
EXXON MOBIL CORP 清仓-$826.18万
CSCO 清仓-$380.00万
QCOM 清仓-$337.37万
PM 减仓-$182.97万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -48,696 | -100.0% | -$826.18万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -48,976 | -100.0% | -$380.00万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -26,197 | -100.0% | -$337.37万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,085 | -100.0% | -$21.51万 | 清仓 |
| AMGN | AMGEN INC | $22.16万 | 0.06% | 612 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $33.51万 | 0.09% | 5,881 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $33.63万 | 0.09% | 7,014 | 7,014 | — | $33.63万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $40.44万 | 0.10% | 4,983 | -279 | -5.3% | -$2.26万 | 减仓 |
| HLN | HALEON PLC | $45.85万 | 0.12% | 49,145 | -3,360 | -6.4% | -$3.13万 | 减仓 |
| CVS | CVS HEALTH CORP | $46.77万 | 0.12% | 4,521 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $47.66万 | 0.12% | 4,942 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $64.43万 | 0.17% | 4,253 | 13 | 0.3% | $1,969 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $81.37万 | 0.21% | 8,875 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $88.24万 | 0.23% | 1,732 | -191 | -9.9% | -$9.73万 | 减仓 |
| SNY | SANOFI SA | $93.31万 | 0.24% | 21,872 | -144 | -0.7% | -$6,143 | 减仓 |
| PG | PROCTER & GAMBLE CO | $132.28万 | 0.34% | 9,021 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $135.95万 | 0.35% | 65,675 | -434 | -0.7% | -$8,984 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $149.34万 | 0.38% | 13,957 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $163.44万 | 0.42% | 6,046 | -2,422 | -28.6% | -$65.47万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $239.56万 | 0.62% | 8,519 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $244.97万 | 0.63% | 20,764 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $259.21万 | 0.67% | 94,568 | -8,082 | -7.9% | -$22.15万 | 减仓 |
| KO | COCA COLA CO | $290.06万 | 0.75% | 35,690 | -7 | -0.0% | -$569 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $351.90万 | 0.91% | 105,770 | -116 | -0.1% | -$3,859 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $456.68万 | 1.18% | 25,244 | -10,114 | -28.6% | -$182.97万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $483.01万 | 1.25% | 44,932 | -836 | -1.8% | -$8.99万 | 减仓 |
| PFE | PFIZER INC | $582.96万 | 1.50% | 242,093 | -4,289 | -1.7% | -$10.33万 | 减仓 |
| XOM | EXXON MOBIL CORP | $656.17万 | 1.69% | 47,994 | 47,994 | — | $656.17万 | 新建仓 |
| MO | ALTRIA GROUP INC | $758.98万 | 1.96% | 105,487 | -1,716 | -1.6% | -$12.35万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $764.88万 | 1.97% | 67,277 | -1,241 | -1.8% | -$14.11万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $903.30万 | 2.33% | 156,768 | -2,755 | -1.7% | -$15.87万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $941.94万 | 2.43% | 197,430 | 1,111 | 0.6% | $5.30万 | 加仓 |
| CME | CME GROUP INC | $955.42万 | 2.46% | 43,265 | 11,228 | 35.0% | $247.95万 | 加仓 |
| UL | UNILEVER PLC | $965.06万 | 2.49% | 160,522 | 7,640 | 5.0% | $45.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $988.91万 | 2.55% | 126,411 | 126,411 | — | $988.91万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $994.45万 | 2.56% | 234,873 | -4,124 | -1.7% | -$17.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,002.21万 | 2.58% | 26,868 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1,020.73万 | 2.63% | 165,273 | -1,976 | -1.2% | -$12.20万 | 减仓 |
| GSK | GSK PLC | $1,025.28万 | 2.64% | 195,590 | 189,506 | 3,114.8% | $993.39万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1,185.26万 | 3.06% | 136,488 | -2,613 | -1.9% | -$22.69万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,356.65万 | 3.50% | 81,844 | 56,954 | 228.8% | $944.07万 | 加仓 |
| USB | US BANCORP | $1,367.22万 | 3.52% | 226,360 | 2,012 | 0.9% | $12.15万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.98亿 | 51.09% | 6,250,349 | -513,358 | -7.6% | -$1,627.86万 | 减仓 |