Keystone Financial Group
LEXINGTON KY · SEC CIK 0001729299
$16.86亿2026Q2 申报市值
567持仓数
34.7%前十大占比 · 第一大 5.8%
59 / 18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
IALT 新建仓+$770.15万
SPYM 加仓+$744.68万
SPYG 加仓+$717.33万
BLCR 加仓+$708.14万
SPTL 加仓+$530.86万
2026Q2 卖出最多 按季末市值估算
JQUA 减仓-$1,031.24万
SPY 减仓-$605.63万
VGT 减仓-$533.97万
BIDD 减仓-$519.27万
IEMG 减仓-$482.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VPLS | VANGUARD MALVERN FDS | $36.87万 | 0.02% | 4,753 | -60 | -1.2% | -$4,654 | 减仓 |
| RHHBY | ROCHE HLDG LTD F | $36.97万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $37.03万 | 0.02% | 13,890 | -356 | -2.5% | -$9,491 | 减仓 |
| TPB | TURNING PT BRANDS INC | $37.36万 | 0.02% | 4,405 | -443 | -9.1% | -$3.76万 | 减仓 |
| VBR | VANGUARD SMALL | $37.39万 | 0.02% | 1,539 | -29 | -1.8% | -$7,046 | 减仓 |
| EVRG | EVERGY INC | $37.53万 | 0.02% | 4,342 | 285 | 7.0% | $2.46万 | 加仓 |
| IFF | INTL FLAVOR & FRAGRANCE | $37.95万 | 0.02% | 4,791 | -17 | -0.4% | -$1,347 | 减仓 |
| SHEL | SHELL PLC | $37.96万 | 0.02% | 4,896 | 355 | 7.8% | $2.75万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR | $38.49万 | 0.02% | 587 | 64 | 12.2% | $4.20万 | 加仓 |
| ADI | ANALOG DEVICES | $38.81万 | 0.02% | 977 | 119 | 13.9% | $4.73万 | 加仓 |
| WSC | WILLSCOT HOLDINGS | $39.12万 | 0.02% | 13,556 | 4 | 0.0% | $115 | 加仓 |
| CSX | CSX CORP | $39.13万 | 0.02% | 8,232 | 2,468 | 42.8% | $11.73万 | 加仓 |
| ZTS | ZOETIS INC | $39.36万 | 0.02% | 5,477 | 5,477 | — | $39.36万 | 新建仓 |
| IUSB | ISHARES CORE | $39.71万 | 0.02% | 8,605 | 30 | 0.3% | $1,384 | 加仓 |
| ADBE | ADOBE INC | $39.81万 | 0.02% | 1,942 | 90 | 4.9% | $1.85万 | 加仓 |
| PAYX | PAYCHEX INC | $39.82万 | 0.02% | 4,049 | 1,624 | 67.0% | $15.97万 | 加仓 |
| PGR | PROGRESSIVE CORP OH | $39.98万 | 0.02% | 1,830 | 1,830 | — | $39.98万 | 新建仓 |
| CORP | PIMCO INVESTMENT GRADE | $40.09万 | 0.02% | 4,137 | 33 | 0.8% | $3,198 | 加仓 |
| FDN | FIRST TRUST DOW JONES | $40.13万 | 0.02% | 1,516 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X | $40.25万 | 0.02% | 9,868 | 9,868 | — | $40.25万 | 新建仓 |
| FPE | FIRST TRUST | $40.50万 | 0.02% | 22,654 | 1,720 | 8.2% | $3.08万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV S F | $40.53万 | 0.02% | 4,919 | 11 | 0.2% | $906 | 加仓 |
| SBUX | STARBUCKS CORP | $40.79万 | 0.02% | 3,991 | 1,325 | 49.7% | $13.54万 | 加仓 |
| GSK | GSK PLC | $40.79万 | 0.02% | 7,781 | -425 | -5.2% | -$2.23万 | 减仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC | $41.00万 | 0.02% | 19,479 | 19,479 | — | $41.00万 | 新建仓 |
| MDT | MEDTRONIC PLC | $41.52万 | 0.02% | 5,307 | 1,240 | 30.5% | $9.70万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $41.60万 | 0.02% | 8,225 | 4 | 0.0% | $202 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP | $41.76万 | 0.02% | 13,218 | 3,005 | 29.4% | $9.49万 | 加仓 |
| AMLP | ALPS ETF TR | $42.02万 | 0.02% | 8,104 | 913 | 12.7% | $4.73万 | 加仓 |
| TUSI | TOUCHSTONE ULTRA | $42.46万 | 0.03% | 16,810 | 16,810 | — | $42.46万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $42.56万 | 0.03% | 2,973 | -1,150 | -27.9% | -$16.46万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $43.40万 | 0.03% | 2,282 | -75 | -3.2% | -$1.43万 | 减仓 |
| OUNZ | VANECK MERK | $43.43万 | 0.03% | 11,253 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $43.51万 | 0.03% | 3,487 | -206 | -5.6% | -$2.57万 | 减仓 |
| — | EATON VANCE | $43.75万 | 0.03% | 28,150 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $43.86万 | 0.03% | 4,315 | -1,822 | -29.7% | -$18.52万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL | $43.87万 | 0.03% | 5,595 | -150 | -2.6% | -$1.18万 | 减仓 |
| TROW | T ROWE | $43.94万 | 0.03% | 3,865 | 250 | 6.9% | $2.84万 | 加仓 |
| TMO | THERMO FISHER | $43.94万 | 0.03% | 876 | 13 | 1.5% | $6,521 | 加仓 |
| VLO | VALERO ENERGY CORP | $44.52万 | 0.03% | 1,709 | 497 | 41.0% | $12.95万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $44.79万 | 0.03% | 16,168 | -180 | -1.1% | -$4,986 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $45.03万 | 0.03% | 10,280 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $45.13万 | 0.03% | 2,845 | 0 | 0.0% | — | 不变 |
| — | STATE STREET | $45.69万 | 0.03% | 5,717 | 134 | 2.4% | $1.07万 | 加仓 |
| SPBO | STATE STREET | $45.80万 | 0.03% | 15,772 | 2,464 | 18.5% | $7.16万 | 加仓 |
| SPYI | NEOS S&P | $47.28万 | 0.03% | 8,905 | 1,325 | 17.5% | $7.03万 | 加仓 |
| DTCR | GLOBAL X | $47.60万 | 0.03% | 15,672 | 2,342 | 17.6% | $7.11万 | 加仓 |
| TFC | TRUIST FINANCIAL | $47.86万 | 0.03% | 9,606 | -853 | -8.2% | -$4.25万 | 减仓 |
| ECL | ECOLAB INC | $47.88万 | 0.03% | 1,719 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $48.29万 | 0.03% | 2,450 | -440 | -15.2% | -$8.67万 | 减仓 |
| VLU | STATE STREET | $48.53万 | 0.03% | 2,037 | -16 | -0.8% | -$3,812 | 减仓 |
| BX | BLACKSTONE INC | $48.60万 | 0.03% | 4,130 | -11 | -0.3% | -$1,294 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $48.65万 | 0.03% | 18,256 | 170 | 0.9% | $4,530 | 加仓 |
| ITW | ILLINOIS TOOL | $48.75万 | 0.03% | 1,803 | -1,493 | -45.3% | -$40.37万 | 减仓 |
| CGXU | CAPITAL GROUP | $48.96万 | 0.03% | 14,141 | 289 | 2.1% | $1.00万 | 加仓 |
| SWK | STANLEY BLACK | $49.32万 | 0.03% | 5,240 | -794 | -13.2% | -$7.47万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.43万 | 0.03% | 8,578 | 1,048 | 13.9% | $6.04万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL | $49.78万 | 0.03% | 8,451 | 4,200 | 98.8% | $24.74万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET | $49.83万 | 0.03% | 2,024 | 899 | 79.9% | $22.13万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $50.14万 | 0.03% | 2,707 | -204 | -7.0% | -$3.78万 | 减仓 |
| SCHW | SCHWAB CHARLES | $50.34万 | 0.03% | 5,456 | 2,737 | 100.7% | $25.25万 | 加仓 |
| TLT | ISHARES 20 YEAR | $50.68万 | 0.03% | 5,864 | -22 | -0.4% | -$1,901 | 减仓 |
| COR | CENCORA INC | $50.68万 | 0.03% | 1,791 | 182 | 11.3% | $5.15万 | 加仓 |
| IDV | ISHARES INTL | $51.85万 | 0.03% | 12,515 | 802 | 6.8% | $3.32万 | 加仓 |
| SDOG | ALPS SECTOR DIVIDEND | $52.06万 | 0.03% | 7,632 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $52.33万 | 0.03% | 4,142 | 279 | 7.2% | $3.52万 | 加仓 |
| TLH | ISHARES 10-20YR | $52.75万 | 0.03% | 5,257 | 2,619 | 99.3% | $26.28万 | 加仓 |
| — | SCHWAB GOVERNMENT MONEY | $53.09万 | 0.03% | 530,917 | -26,513 | -4.8% | -$2.65万 | 减仓 |
| JEPQ | JPMORGAN | $53.45万 | 0.03% | 8,696 | 1,074 | 14.1% | $6.60万 | 加仓 |
| PFF | ISHARES PREFERRED AND | $53.73万 | 0.03% | 17,623 | 1,353 | 8.3% | $4.13万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $53.82万 | 0.03% | 4,609 | 457 | 11.0% | $5.34万 | 加仓 |
| BDX | BECTON DICKINSON | $54.13万 | 0.03% | 3,577 | 27 | 0.8% | $4,086 | 加仓 |
| RLY | STATE STREET | $54.16万 | 0.03% | 15,694 | -2,864 | -15.4% | -$9.88万 | 减仓 |
| — | NEW YORK N Y CITY T 5 43 | $54.33万 | 0.03% | 500,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $54.89万 | 0.03% | 2,626 | -845 | -24.3% | -$17.66万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $55.39万 | 0.03% | 3,242 | 3,242 | — | $55.39万 | 新建仓 |
| BLK | BLACKROCK INC | $55.77万 | 0.03% | 580 | 236 | 68.6% | $22.69万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $55.85万 | 0.03% | 14,542 | 183 | 1.3% | $7,029 | 加仓 |
| — | PARAMOUNT SKYDANCE | $55.99万 | 0.03% | 19,982 | -53 | -0.3% | -$1,485 | 减仓 |
| UITB | VICTORYSHARES CORE | $56.51万 | 0.03% | 12,066 | -24 | -0.2% | -$1,124 | 减仓 |
| FBND | FIDELITY TOTAL | $56.65万 | 0.03% | 12,454 | -72 | -0.6% | -$3,275 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN | $56.98万 | 0.03% | 6,496 | -306 | -4.5% | -$2.68万 | 减仓 |
| RGTI | RIGETTI COMPUTING | $57.07万 | 0.03% | 29,540 | 100 | 0.3% | $1,932 | 加仓 |
| — | GRAND PARKWAY TR 5.85 47 | $57.47万 | 0.03% | 550,000 | 0 | 0.0% | — | 不变 |
| QEFA | STATE STREET | $57.92万 | 0.03% | 6,033 | 17 | 0.3% | $1,632 | 加仓 |
| LIN | LINDE PLC | $59.29万 | 0.04% | 1,142 | 0 | 0.0% | — | 不变 |
| — | GS FIN CORP. 0 26 | $59.66万 | 0.04% | 500,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $60.15万 | 0.04% | 4,374 | -16,737 | -79.3% | -$230.17万 | 减仓 |
| PULS | PGIM ULTRA | $60.23万 | 0.04% | 12,155 | 4,954 | 68.8% | $24.55万 | 加仓 |
| SLB | SLB LTD | $60.65万 | 0.04% | 13,045 | -2,022 | -13.4% | -$9.40万 | 减仓 |
| SPLV | INVESCO S&P | $60.95万 | 0.04% | 8,138 | 70 | 0.9% | $5,243 | 加仓 |
| PRME | PRIME MEDICINE | $61.44万 | 0.04% | 166,510 | 500 | 0.3% | $1,845 | 加仓 |
| ASML | ASML HOLDING | $61.55万 | 0.04% | 309 | -68 | -18.0% | -$13.55万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE | $62.33万 | 0.04% | 7,541 | 419 | 5.9% | $3.46万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $62.33万 | 0.04% | 1,612 | -12 | -0.7% | -$4,640 | 减仓 |
| SGOV | ISHARES 0-3 | $63.69万 | 0.04% | 6,326 | 6,326 | — | $63.69万 | 新建仓 |
| NOBL | PROSHARES S&P | $64.87万 | 0.04% | 11,551 | 189 | 1.7% | $1.06万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICAL | $65.21万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $65.47万 | 0.04% | 2,659 | 267 | 11.2% | $6.57万 | 加仓 |
| XLG | INVESCO S&P | $65.88万 | 0.04% | 10,760 | -1,896 | -15.0% | -$11.61万 | 减仓 |