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 |
|---|---|---|---|---|---|---|---|---|
| SONO | SONOS INC | $25.19万 | 0.02% | 17,082 | 1,224 | 7.7% | $1.81万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $25.41万 | 0.02% | 1,125 | -932 | -45.3% | -$21.05万 | 减仓 |
| IVOV | VANGUARD S&P | $25.47万 | 0.02% | 2,498 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES | $25.55万 | 0.02% | 2,719 | 679 | 33.3% | $6.38万 | 加仓 |
| — | BROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41 | $25.77万 | 0.02% | 250,000 | 250,000 | — | $25.77万 | 新建仓 |
| SECT | MAIN SECTOR | $25.80万 | 0.02% | 4,272 | -4,341 | -50.4% | -$26.22万 | 减仓 |
| SPIP | STATE STREET | $25.87万 | 0.02% | 9,945 | -465 | -4.5% | -$1.21万 | 减仓 |
| MAR | MARRIOTT INTL | $25.99万 | 0.02% | 795 | -12 | -1.5% | -$3,923 | 减仓 |
| PAA | PLAINS ALL | $26.02万 | 0.02% | 11,653 | 0 | 0.0% | — | 不变 |
| — | GRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49 | $26.11万 | 0.02% | 250,000 | 250,000 | — | $26.11万 | 新建仓 |
| — | NEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52 | $26.28万 | 0.02% | 250,000 | 250,000 | — | $26.28万 | 新建仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $26.36万 | 0.02% | 4,794 | 325 | 7.3% | $1.79万 | 加仓 |
| AGNC | AGNC INVESTMENT | $26.53万 | 0.02% | 26,450 | 8,180 | 44.8% | $8.20万 | 加仓 |
| TLH | ISHARES 10-20YR | $26.57万 | 0.02% | 2,638 | 2,638 | — | $26.57万 | 新建仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $26.58万 | 0.02% | 16,438 | 347 | 2.2% | $5,611 | 加仓 |
| HEI | HEICO CORP NEW | $26.99万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET | $27.23万 | 0.02% | 9,502 | 1,388 | 17.1% | $3.98万 | 加仓 |
| CGMS | CAPITAL GROUP | $27.25万 | 0.02% | 10,007 | 657 | 7.0% | $1.79万 | 加仓 |
| ADI | ANALOG DEVICES | $27.30万 | 0.02% | 858 | -89 | -9.4% | -$2.83万 | 减仓 |
| IRM | IRON MOUNTAIN | $27.36万 | 0.02% | 2,679 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TRUST | $27.53万 | 0.02% | 10,250 | 2,750 | 36.7% | $7.39万 | 加仓 |
| URA | GLOBAL X | $27.54万 | 0.02% | 5,686 | 83 | 1.5% | $4,020 | 加仓 |
| NOC | NORTHROP GRUMMAN | $27.60万 | 0.02% | 405 | 405 | — | $27.60万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE | $27.85万 | 0.02% | 3,017 | 562 | 22.9% | $5.19万 | 加仓 |
| XEL | XCEL ENERGY | $27.97万 | 0.02% | 3,521 | 3,521 | — | $27.97万 | 新建仓 |
| IWF | ISHARES RUSSELL | $27.98万 | 0.02% | 656 | -21 | -3.1% | -$8,957 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $28.02万 | 0.02% | 2,321 | -46 | -1.9% | -$5,553 | 减仓 |
| ALL | ALLSTATE CORP | $28.03万 | 0.02% | 1,352 | -566 | -29.5% | -$11.73万 | 减仓 |
| LEU | CENTRUS ENERGY CORP CLASS CLASS A | $28.52万 | 0.02% | 1,408 | 1,408 | — | $28.52万 | 新建仓 |
| AVEM | AVANTIS EMERGING | $28.64万 | 0.02% | 3,554 | 3,554 | — | $28.64万 | 新建仓 |
| SHW | SHERWIN-WILLIAMS CO | $28.69万 | 0.02% | 893 | -10 | -1.1% | -$3,213 | 减仓 |
| XLY | STATE STREET | $28.96万 | 0.02% | 2,657 | -660 | -19.9% | -$7.19万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $29.17万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X | $29.19万 | 0.02% | 5,418 | 120 | 2.3% | $6,465 | 加仓 |
| HIG | HARTFORD INSURANCE | $29.57万 | 0.02% | 2,187 | 19 | 0.9% | $2,569 | 加仓 |
| GSLC | GOLDMAN SACHS | $29.58万 | 0.02% | 2,364 | 1 | 0.0% | $125 | 加仓 |
| TGRT | T ROWE | $29.76万 | 0.02% | 7,570 | -3,161 | -29.5% | -$12.43万 | 减仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $29.90万 | 0.02% | 6,363 | -580 | -8.4% | -$2.73万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $29.94万 | 0.02% | 1,212 | 1,212 | — | $29.94万 | 新建仓 |
| SPEU | STATE STREET | $29.98万 | 0.02% | 5,850 | -150 | -2.5% | -$7,686 | 减仓 |
| LOGI | LOGITECH INTL | $30.27万 | 0.02% | 3,323 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $30.33万 | 0.02% | 6,465 | 249 | 4.0% | $1.17万 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $30.47万 | 0.02% | 1,119 | 10 | 0.9% | $2,723 | 加仓 |
| EUHY | ISHARES GLOBAL | $30.60万 | 0.02% | 5,832 | 5,832 | — | $30.60万 | 新建仓 |
| CMI | CUMMINS INC | $30.84万 | 0.02% | 573 | 101 | 21.4% | $5.44万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $31.18万 | 0.02% | 3,513 | 731 | 26.3% | $6.49万 | 加仓 |
| IXUS | ISHARES CORE | $31.20万 | 0.02% | 3,601 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO EHNANCED | $31.79万 | 0.02% | 3,161 | -976 | -23.6% | -$9.82万 | 减仓 |
| RIO | RIO TINTO | $31.83万 | 0.02% | 3,412 | -80 | -2.3% | -$7,463 | 减仓 |
| TCAL | T ROWE | $31.86万 | 0.02% | 14,257 | -5,743 | -28.7% | -$12.84万 | 重新持有 |
| DTCR | GLOBAL X | $31.94万 | 0.02% | 13,330 | 676 | 5.3% | $1.62万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $31.94万 | 0.02% | 3,565 | 114 | 3.3% | $1.02万 | 加仓 |
| TROW | T ROWE | $32.59万 | 0.02% | 3,615 | -90 | -2.4% | -$8,113 | 减仓 |
| MP | MP MATERIALS | $32.62万 | 0.02% | 6,760 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $32.67万 | 0.02% | 2,724 | 464 | 20.5% | $5.56万 | 加仓 |
| BLK | BLACKROCK FDG | $33.08万 | 0.02% | 344 | 43 | 14.3% | $4.14万 | 加仓 |
| HSY | HERSHEY CO | $33.10万 | 0.02% | 1,592 | 44 | 2.8% | $9,149 | 加仓 |
| CEG | CONSTELLATION ENERGY | $33.15万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $33.23万 | 0.02% | 4,057 | -765 | -15.9% | -$6.27万 | 减仓 |
| EMLC | VANECK JPM | $33.28万 | 0.02% | 13,253 | 2,195 | 19.8% | $5.51万 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $33.48万 | 0.02% | 62,463 | 4,522 | 7.8% | $2.42万 | 加仓 |
| HELO | JPMORGAN HEDGED | $33.51万 | 0.02% | 5,243 | 5,243 | — | $33.51万 | 新建仓 |
| ACHR | ARCHER AVIATION INC CLASS A | $33.57万 | 0.02% | 59,552 | 24,253 | 68.7% | $13.67万 | 加仓 |
| BNDX | VANGUARD TOTAL | $33.88万 | 0.02% | 7,052 | 1,008 | 16.7% | $4.84万 | 加仓 |
| HDV | ISHARES CORE | $33.93万 | 0.02% | 2,500 | 2,500 | — | $33.93万 | 新建仓 |
| ACWV | ISHARES MSCI | $33.97万 | 0.02% | 2,842 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $34.07万 | 0.02% | 1,568 | 15 | 1.0% | $3,260 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $34.32万 | 0.02% | 5,092 | 123 | 2.5% | $8,290 | 加仓 |
| NVS | NOVARTIS AG | $34.46万 | 0.02% | 2,280 | 55 | 2.5% | $8,313 | 加仓 |
| SCCO | SOUTHERN COPPER | $34.72万 | 0.02% | 2,018 | -140 | -6.5% | -$2.41万 | 减仓 |
| IFF | INTL FLAVOR & FRAGRANCE | $34.88万 | 0.02% | 4,808 | 17 | 0.4% | $1,233 | 加仓 |
| BLCR | ISHARES LARGE | $34.90万 | 0.02% | 8,500 | 8,500 | — | $34.90万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $34.94万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $35.00万 | 0.02% | 3,872 | 234 | 6.4% | $2.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $35.24万 | 0.02% | 4,067 | 237 | 6.2% | $2.05万 | 加仓 |
| YUM | YUM BRANDS INC | $35.37万 | 0.02% | 2,275 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35.47万 | 0.02% | 4,908 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA | $35.64万 | 0.02% | 7,201 | 1,582 | 28.2% | $7.83万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $35.66万 | 0.02% | 1,516 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $35.80万 | 0.02% | 10,280 | -1,012 | -9.0% | -$3.52万 | 减仓 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $36.63万 | 0.03% | 7,200 | 7,200 | — | $36.63万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $36.64万 | 0.03% | 6,344 | 1,093 | 20.8% | $6.31万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.16万 | 0.03% | 1,278 | 155 | 13.8% | $4.51万 | 加仓 |
| FPE | FIRST TRUST | $37.16万 | 0.03% | 20,934 | 5,622 | 36.7% | $9.98万 | 加仓 |
| VPLS | VANGUARD CORE | $37.34万 | 0.03% | 4,813 | -81 | -1.7% | -$6,285 | 减仓 |
| SPYI | NEOS S&P | $37.42万 | 0.03% | 7,580 | 1,400 | 22.7% | $6.91万 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $37.56万 | 0.03% | 10,213 | 4,083 | 66.6% | $15.01万 | 加仓 |
| AMLP | ALPS ETF TR | $37.85万 | 0.03% | 7,191 | -468 | -6.1% | -$2.46万 | 减仓 |
| SHAK | SHAKE SHACK | $38.23万 | 0.03% | 3,740 | 3,740 | — | $38.23万 | 新建仓 |
| SPBO | STATE STREET | $38.63万 | 0.03% | 13,308 | 1,807 | 15.7% | $5.25万 | 加仓 |
| MGC | VANGUARD MEGA | $38.69万 | 0.03% | 1,637 | 10 | 0.6% | $2,364 | 加仓 |
| — | STATE STREET | $38.72万 | 0.03% | 5,583 | 399 | 7.7% | $2.77万 | 加仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $38.73万 | 0.03% | 14,246 | -31,047 | -68.5% | -$84.40万 | 减仓 |
| COP | CONOCOPHILLIPS | $38.93万 | 0.03% | 2,949 | 24 | 0.8% | $3,168 | 加仓 |
| RKLB | ROCKET LAB CORP | $39.41万 | 0.03% | 6,137 | 1,144 | 22.9% | $7.35万 | 加仓 |
| IUSB | ISHARES CORE | $39.61万 | 0.03% | 8,575 | 1,235 | 16.8% | $5.70万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $39.73万 | 0.03% | 4,104 | 291 | 7.6% | $2.82万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $39.77万 | 0.03% | 2,357 | -1 | -0.0% | -$169 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $40.47万 | 0.03% | 16,348 | -1 | -0.0% | -$25 | 减仓 |
| — | EATON VANCE | $40.59万 | 0.03% | 28,150 | 0 | 0.0% | — | 不变 |