Keystone Financial Planning, Inc.
CLEVELAND OH · SEC CIK 0001596906
$3.74亿2026Q1 申报市值
40持仓数
79.4%前十大占比 · 第一大 55.4%
1 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHD 加仓+$2,227.24万
UL 新建仓+$870.97万
SPYD 加仓+$19.39万
USB 加仓+$18.19万
PNW 加仓+$8.37万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$1,080.61万
DEO 清仓-$755.36万
PM 减仓-$703.80万
JNJ 清仓-$198.03万
HDV 减仓-$108.22万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $2.08亿 | 55.43% | 6,763,707 | 725,957 | 12.0% | $2,227.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,199.76万 | 3.20% | 238,997 | 1,253 | 0.5% | $6.29万 | 加仓 |
| USB | US BANCORP | $1,166.83万 | 3.12% | 224,348 | 3,498 | 1.6% | $18.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $994.55万 | 2.66% | 26,868 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $977.91万 | 2.61% | 167,249 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $967.51万 | 2.58% | 159,523 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $964.11万 | 2.58% | 139,101 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $946.21万 | 2.53% | 32,037 | -4 | -0.0% | -$1,181 | 减仓 |
| SPYD | SPDR SERIES TRUST | $893.64万 | 2.39% | 196,319 | 4,259 | 2.2% | $19.39万 | 加仓 |
| UL | UNILEVER PLC | $870.97万 | 2.33% | 152,882 | 152,882 | — | $870.97万 | 新建仓 |
| — | EXXON MOBIL CORP | $826.18万 | 2.21% | 48,696 | 24 | 0.0% | $4,072 | 加仓 |
| MO | ALTRIA GROUP INC | $707.43万 | 1.89% | 107,203 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $691.84万 | 1.85% | 246,382 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $617.62万 | 1.65% | 68,518 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $584.62万 | 1.56% | 35,358 | -42,566 | -54.6% | -$703.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $514.98万 | 1.38% | 24,890 | -52,228 | -67.7% | -$1,080.61万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $450.26万 | 1.20% | 45,768 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $380.00万 | 1.02% | 48,976 | -344 | -0.7% | -$2.67万 | 减仓 |
| QCOM | QUALCOMM INC | $337.37万 | 0.90% | 26,197 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $278.63万 | 0.74% | 20,530 | -7,974 | -28.0% | -$108.22万 | 减仓 |
| KO | COCA COLA CO | $271.48万 | 0.73% | 35,697 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $263.19万 | 0.70% | 8,468 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $250.10万 | 0.67% | 105,886 | 2,344 | 2.3% | $5.54万 | 加仓 |
| GPC | GENUINE PARTS CO | $219.58万 | 0.59% | 20,764 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $206.49万 | 0.55% | 8,519 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $191.65万 | 0.51% | 66,109 | 2,596 | 4.1% | $7.53万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $140.62万 | 0.38% | 13,957 | 831 | 6.3% | $8.37万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $130.30万 | 0.35% | 9,021 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $116.22万 | 0.31% | 1,923 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $106.08万 | 0.28% | 22,016 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $75.64万 | 0.20% | 8,875 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $67.71万 | 0.18% | 4,240 | 12 | 0.3% | $1,916 | 加仓 |
| HLN | HALEON PLC | $52.56万 | 0.14% | 52,505 | -1,861 | -3.4% | -$1.86万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $43.84万 | 0.12% | 4,942 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.60万 | 0.11% | 5,262 | -144 | -2.7% | -$1.17万 | 减仓 |
| GSK | GSK PLC | $33.58万 | 0.09% | 6,084 | 1,432 | 30.8% | $7.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $32.47万 | 0.09% | 4,521 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $28.67万 | 0.08% | 5,881 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $21.53万 | 0.06% | 612 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $21.51万 | 0.06% | 1,085 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -87,558 | -100.0% | -$755.36万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -9,569 | -100.0% | -$198.03万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -4,582 | -100.0% | -$60.81万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -25,402 | -100.0% | -$31.63万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,159 | -100.0% | -$30.99万 | 清仓 |