Keystone Financial Group
LEXINGTON KY · SEC CIK 0001729299
$14.61亿2026Q1 申报市值
524持仓数
33.8%前十大占比 · 第一大 6.0%
78 / 9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
SPYM 加仓+$1,456.04万
HEFA 加仓+$609.94万
AMERICAN FUNDS W 新建仓+$547.26万
AMERICAN FUNDS G 新建仓+$498.55万
AMERICAN FUNDS I 新建仓+$399.58万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$1,498.80万
IAU 减仓-$432.29万
SPY 减仓-$114.94万
XLI 减仓-$93.31万
WARNER BROS DISC 减仓-$84.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES HIGH | $0 | 0.00% | 0 | -11,648 | -100.0% | -$34.78万 | 清仓 |
| FIXD | FIRST TRUST | $0 | 0.00% | 0 | -7,793 | -100.0% | -$34.54万 | 清仓 |
| — | VICTORYSHARES INTL | $0 | 0.00% | 0 | -6,062 | -100.0% | -$32.72万 | 清仓 |
| KKR | KKR & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE | $0 | 0.00% | 0 | -456 | -100.0% | -$25.90万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,512 | -100.0% | -$24.55万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -890 | -100.0% | -$23.58万 | 清仓 |
| CHDN | CHURCHILL DOWNS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XME | STATE STREET | $0 | 0.00% | 0 | -2,003 | -100.0% | -$20.76万 | 清仓 |
| SMCI | SUPER MICRO | $0 | 0.00% | 0 | -6,915 | -100.0% | -$20.24万 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -27,325 | -100.0% | -$4.59万 | 清仓 |
| — | GNMA PL 003201M 6.5 32 DUE 02/20/32 | $85 | 0.00% | 50,000 | 50,000 | — | $85 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES | $9,306 | 0.00% | 11,712 | 0 | 0.0% | — | 不变 |
| — | DIGINEX LTD | $9,602 | 0.00% | 20,000 | 10,000 | 100.0% | $4,801 | 加仓 |
| — | SOUTHWESTERN ILL DE 0 26IMPT SCH DUE 12/01/26OID | $1.47万 | 0.00% | 15,000 | 15,000 | — | $1.47万 | 新建仓 |
| — | AINOS INC | $2.02万 | 0.00% | 14,550 | 14,550 | — | $2.02万 | 新建仓 |
| — | SOUTHWESTERN ILL DE 0 26IMPT SCH DUE 12/01/26OID | $2.46万 | 0.00% | 25,000 | 25,000 | — | $2.46万 | 新建仓 |
| — | BLACKSTONE MTG 5.5 27 | $2.48万 | 0.00% | 25,000 | 25,000 | — | $2.48万 | 新建仓 |
| NAK | NORTHERN DYNASTY | $2.52万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | CALIFORNIA ST 7.5 34GO UTX DUE 04/01/34XTRO TAXBL | $3.44万 | 0.00% | 30,000 | 30,000 | — | $3.44万 | 新建仓 |
| EDIT | EDITAS MEDICINE | $3.47万 | 0.00% | 14,050 | 0 | 0.0% | — | 不变 |
| — | NEW YORK N Y CITY M 3 40WRSR UTIL DUE 06/15/40 | $4.42万 | 0.00% | 50,000 | 50,000 | — | $4.42万 | 新建仓 |
| RXRX | RECURSION PHARMS | $4.91万 | 0.00% | 16,000 | 2,000 | 14.3% | $6,140 | 加仓 |
| — | CIM REAL ESTATE FINANCE TRUST INC | $5.52万 | 0.00% | 10,731 | 10,731 | — | $5.52万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES | $5.60万 | 0.00% | 11,000 | 11,000 | — | $5.60万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS | $5.85万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $7.67万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS | $7.92万 | 0.01% | 21,630 | -530 | -2.4% | -$1,940 | 减仓 |
| NWL | NEWELL BRANDS | $8.30万 | 0.01% | 24,189 | 112 | 0.5% | $384 | 加仓 |
| — | AIRGAIN INC | $8.39万 | 0.01% | 15,261 | -1,500 | -8.9% | -$8,250 | 减仓 |
| — | FRISCO TEX INDPT SC 3 39GO UTX DUE 02/15/39 | $9.03万 | 0.01% | 100,000 | 100,000 | — | $9.03万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $10.41万 | 0.01% | 29,567 | 5,710 | 23.9% | $2.01万 | 加仓 |
| — | GRAND PARKWAY TR 5.85 48TOLL TRAN DUE 10/01/48 | $10.44万 | 0.01% | 100,000 | 100,000 | — | $10.44万 | 新建仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $10.77万 | 0.01% | 107,729 | 107,729 | — | $10.77万 | 新建仓 |
| — | OHIO ST TPK COMM 5.75 35TPK TRAN DUE 02/15/35 | $11.21万 | 0.01% | 100,000 | 100,000 | — | $11.21万 | 新建仓 |
| PCN | PIMCO CORPORATE | $11.90万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC | $12.39万 | 0.01% | 11,109 | -400 | -3.5% | -$4,460 | 减仓 |
| RQI | COHEN & STEERS | $12.74万 | 0.01% | 10,577 | 5 | 0.0% | $60 | 加仓 |
| — | RAMACO RESOURCES | $15.08万 | 0.01% | 14,788 | 203 | 1.4% | $2,071 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES | $15.13万 | 0.01% | 21,768 | -4,000 | -15.5% | -$2.78万 | 减仓 |
| — | CARIBOU BIOSCIENCES | $15.29万 | 0.01% | 80,475 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR | $15.72万 | 0.01% | 15,444 | -1,156 | -7.0% | -$1.18万 | 减仓 |
| BPRE | BLUEROCK PRIVATE | $16.67万 | 0.01% | 10,035 | 10,035 | — | $16.67万 | 新建仓 |
| F | FORD MOTOR | $17.44万 | 0.01% | 15,110 | -2,479 | -14.1% | -$2.86万 | 减仓 |
| HTGC | HERCULES CAPITAL | $18.02万 | 0.01% | 12,198 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $18.10万 | 0.01% | 55,852 | -200 | -0.4% | -$648 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $20.05万 | 0.01% | 523 | 523 | — | $20.05万 | 新建仓 |
| DAL | DELTA AIR LINES INC DEL | $20.08万 | 0.01% | 2,980 | -55 | -1.8% | -$3,707 | 减仓 |
| PYPL | PAYPAL HOLDINGS | $20.20万 | 0.01% | 4,465 | 4,465 | — | $20.20万 | 新建仓 |
| EL | ESTEE LAUDER | $20.23万 | 0.01% | 2,819 | 154 | 5.8% | $1.11万 | 加仓 |
| IUSV | ISHARES CORE | $20.29万 | 0.01% | 1,984 | 1,984 | — | $20.29万 | 新建仓 |
| SPHQ | INVESCO S&P | $20.53万 | 0.01% | 2,730 | -15 | -0.5% | -$1,128 | 减仓 |
| FGD | FIRST TRUST | $20.59万 | 0.01% | 6,449 | 6,449 | — | $20.59万 | 新建仓 |
| HLN | HALEON PLC | $20.60万 | 0.01% | 20,581 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $20.68万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG | $20.88万 | 0.01% | 7,530 | -50 | -0.7% | -$1,386 | 减仓 |
| ADSK | AUTODESK INC | $20.90万 | 0.01% | 873 | 873 | — | $20.90万 | 新建仓 |
| — | ALPS MEDICAL | $20.94万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $20.95万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTILITY | $21.29万 | 0.01% | 5,420 | 239 | 4.6% | $9,389 | 重新持有 |
| JNK | STATE STREET | $21.36万 | 0.01% | 2,232 | -18 | -0.8% | -$1,723 | 减仓 |
| KVUE | KENVUE INC | $21.50万 | 0.01% | 12,469 | -166 | -1.3% | -$2,862 | 减仓 |
| PPG | PPG INDUSTRIES | $21.68万 | 0.01% | 2,028 | 2,028 | — | $21.68万 | 新建仓 |
| AGG | ISHARES CORE | $21.78万 | 0.01% | 2,194 | 4 | 0.2% | $397 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL | $21.80万 | 0.01% | 4,251 | 4,251 | — | $21.80万 | 新建仓 |
| FE | FIRSTENERGY CORP | $21.82万 | 0.01% | 4,323 | 4,323 | — | $21.82万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $21.88万 | 0.01% | 773 | -169 | -17.9% | -$4.78万 | 减仓 |
| BEN | FRANKLIN RESOURCES | $21.89万 | 0.01% | 9,268 | 16 | 0.2% | $378 | 加仓 |
| CALF | PACER U S | $22.12万 | 0.02% | 4,929 | -214 | -4.2% | -$9,603 | 减仓 |
| PFFD | GLOBAL X | $22.16万 | 0.02% | 12,042 | 6 | 0.0% | $110 | 加仓 |
| BLV | VANGUARD LONG | $22.30万 | 0.02% | 3,242 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $22.30万 | 0.02% | 1,044 | 1,044 | — | $22.30万 | 新建仓 |
| PAYX | PAYCHEX INC | $22.34万 | 0.02% | 2,425 | 2,425 | — | $22.34万 | 新建仓 |
| BSCQ | INVESCO BULLETSHARES | $22.36万 | 0.02% | 11,450 | 0 | 0.0% | — | 不变 |
| CDL | VICTORYSHARES US | $22.37万 | 0.02% | 3,002 | 3,002 | — | $22.37万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS | $22.41万 | 0.02% | 516 | 516 | — | $22.41万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $22.46万 | 0.02% | 1,045 | 1,045 | — | $22.46万 | 新建仓 |
| SPMO | INVESCO S&P | $22.81万 | 0.02% | 2,034 | 2,034 | — | $22.81万 | 新建仓 |
| XNEAX | NUVEEN AMT | $22.86万 | 0.02% | 20,359 | 10,000 | 96.5% | $11.23万 | 加仓 |
| CGIE | CAPITAL GROUP | $22.92万 | 0.02% | 6,777 | 6,777 | — | $22.92万 | 新建仓 |
| GEHC | GE HEALTHCARE | $22.93万 | 0.02% | 3,221 | 7 | 0.2% | $498 | 加仓 |
| CALM | CAL MAINE FOODS INC | $23.34万 | 0.02% | 2,911 | 2,911 | — | $23.34万 | 新建仓 |
| WSC | WILLSCOT HOLDINGS | $23.53万 | 0.02% | 13,552 | 77 | 0.6% | $1,337 | 加仓 |
| DELL | DELL TECHNOLOGIES | $23.60万 | 0.02% | 1,438 | 1,438 | — | $23.60万 | 新建仓 |
| — | AMERICAN FUNDS NEW PERSPECTIVE F2 | $23.65万 | 0.02% | 3,289 | 3,289 | — | $23.65万 | 新建仓 |
| CSX | CSX CORP | $23.66万 | 0.02% | 5,764 | -15,667 | -73.1% | -$64.31万 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS | $23.89万 | 0.02% | 28,788 | -300 | -1.0% | -$2,490 | 减仓 |
| BLCV | ISHARES LARGE | $24.00万 | 0.02% | 6,646 | 6,646 | — | $24.00万 | 新建仓 |
| RWO | STATE STREET | $24.02万 | 0.02% | 5,249 | 508 | 10.7% | $2.33万 | 加仓 |
| PPL | PPL CORP | $24.20万 | 0.02% | 6,336 | 876 | 16.0% | $3.35万 | 重新持有 |
| SBUX | STARBUCKS CORP | $24.22万 | 0.02% | 2,666 | 247 | 10.2% | $2.24万 | 加仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $24.36万 | 0.02% | 2,400 | 2,400 | — | $24.36万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $24.40万 | 0.02% | 1,237 | 1,237 | — | $24.40万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $24.42万 | 0.02% | 3,739 | 7 | 0.2% | $457 | 加仓 |
| SPHY | STATE STREET | $24.43万 | 0.02% | 10,475 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $24.55万 | 0.02% | 7,394 | 7,394 | — | $24.55万 | 新建仓 |
| USFR | WISDOMTREE FLOATING | $24.69万 | 0.02% | 4,904 | 43 | 0.9% | $2,165 | 加仓 |
| UNP | UNION PACIFIC CORP | $24.84万 | 0.02% | 1,024 | 1 | 0.1% | $243 | 加仓 |
| BST | BLACKROCK SCIENCE | $25.02万 | 0.02% | 6,884 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $25.18万 | 0.02% | 13,388 | -98 | -0.7% | -$1,843 | 减仓 |