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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $76.76万 | 0.05% | 9,363 | -687 | -6.8% | -$5.63万 | 减仓 |
| KR | KROGER CO | $77.01万 | 0.05% | 10,813 | -7 | -0.1% | -$499 | 减仓 |
| SLB | SLB LTD | $77.43万 | 0.05% | 15,067 | 657 | 4.6% | $3.38万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HL | $78.00万 | 0.05% | 8,873 | -54 | -0.6% | -$4,747 | 减仓 |
| FV | FIRST TRUST | $78.08万 | 0.05% | 12,919 | 1 | 0.0% | $60 | 加仓 |
| CGCB | CAPITAL GROUP | $78.84万 | 0.05% | 30,023 | 16,722 | 125.7% | $43.91万 | 加仓 |
| AIQ | GLOBAL X | $79.65万 | 0.05% | 17,066 | 687 | 4.2% | $3.21万 | 加仓 |
| SPTM | STATE STREET | $80.57万 | 0.06% | 10,191 | 4,454 | 77.6% | $35.22万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $80.94万 | 0.06% | 18,537 | 137 | 0.7% | $5,982 | 加仓 |
| KLAC | KLA CORP | $81.77万 | 0.06% | 555 | 1 | 0.2% | $1,473 | 加仓 |
| VONG | VANGUARD RUSSELL | $82.98万 | 0.06% | 7,565 | -47 | -0.6% | -$5,155 | 减仓 |
| QCOM | QUALCOMM INC | $83.03万 | 0.06% | 6,448 | -78 | -1.2% | -$1.00万 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $83.24万 | 0.06% | 6,977 | -116 | -1.6% | -$1.38万 | 减仓 |
| RH | RH | $83.42万 | 0.06% | 6,301 | 944 | 17.6% | $12.50万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $84.35万 | 0.06% | 21,332 | 830 | 4.0% | $3.28万 | 加仓 |
| DNP | DNP SELECT | $84.87万 | 0.06% | 82,394 | -397 | -0.5% | -$4,089 | 减仓 |
| USB | U S BANCORP DE | $85.23万 | 0.06% | 16,386 | 2,582 | 18.7% | $13.43万 | 加仓 |
| ITW | ILLINOIS TOOL | $85.78万 | 0.06% | 3,296 | -227 | -6.4% | -$5.91万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.01万 | 0.06% | 16,932 | 23 | 0.1% | $1,168 | 加仓 |
| MO | ALTRIA GROUP | $86.12万 | 0.06% | 13,051 | 1,518 | 13.2% | $10.02万 | 加仓 |
| WM | WASTE MANAGEMENT | $86.17万 | 0.06% | 3,750 | 976 | 35.2% | $22.43万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL | $86.55万 | 0.06% | 17,689 | 2,648 | 17.6% | $12.96万 | 加仓 |
| JHMD | JOHN HANCOCK | $87.15万 | 0.06% | 20,568 | 20,568 | — | $87.15万 | 新建仓 |
| GS | GOLDMAN SACHS | $87.92万 | 0.06% | 1,039 | 418 | 67.3% | $35.37万 | 加仓 |
| HIMU | ISHARES HIGH | $89.50万 | 0.06% | 18,653 | -14,866 | -44.4% | -$71.33万 | 减仓 |
| GRID | FIRST TRUST | $90.04万 | 0.06% | 5,504 | 36 | 0.7% | $5,889 | 加仓 |
| PAVE | GLOBAL X | $90.09万 | 0.06% | 17,730 | 8,627 | 94.8% | $43.83万 | 加仓 |
| — | TEVA PHARMACEUTICAL | $91.84万 | 0.06% | 30,491 | -3,853 | -11.2% | -$11.61万 | 减仓 |
| MGV | VANGUARD MEGA | $94.39万 | 0.06% | 6,512 | 267 | 4.3% | $3.87万 | 加仓 |
| VV | VANGUARD LARGE | $94.53万 | 0.06% | 3,163 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $95.12万 | 0.07% | 35,880 | 18,200 | 102.9% | $48.25万 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $95.37万 | 0.07% | 9,515 | -360 | -3.6% | -$3.61万 | 减仓 |
| KMB | KIMBERLY CLARK | $96.64万 | 0.07% | 10,018 | 2,739 | 37.6% | $26.42万 | 加仓 |
| SLYV | STATE STREET | $97.08万 | 0.07% | 10,265 | 53 | 0.5% | $5,013 | 加仓 |
| MDYV | STATE STREET | $98.14万 | 0.07% | 11,525 | 252 | 2.2% | $2.15万 | 加仓 |
| FTSM | FIRST TRUST | $98.56万 | 0.07% | 16,487 | 16,487 | — | $98.56万 | 新建仓 |
| QYLD | GLOBAL X | $99.19万 | 0.07% | 57,839 | 3,206 | 5.9% | $5.50万 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $99.25万 | 0.07% | 6,774 | 12 | 0.2% | $1,758 | 加仓 |
| APAM | ARTISAN PARTNERS | $100.13万 | 0.07% | 27,517 | 2,726 | 11.0% | $9.92万 | 加仓 |
| IWL | ISHARES RUSSELL | $100.43万 | 0.07% | 6,258 | 6,258 | — | $100.43万 | 新建仓 |
| ORCL | ORACLE CORP | $101.91万 | 0.07% | 6,927 | 200 | 3.0% | $2.94万 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $102.87万 | 0.07% | 10,638 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL | $103.56万 | 0.07% | 9,756 | 7,523 | 336.9% | $79.86万 | 加仓 |
| — | AMERICAN FUNDS NEW WORLD F2 | $103.74万 | 0.07% | 10,237 | 10,237 | — | $103.74万 | 新建仓 |
| JAAA | JANUS HENDERSON | $104.11万 | 0.07% | 20,670 | 4,825 | 30.5% | $24.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $106.61万 | 0.07% | 4,486 | 257 | 6.1% | $6.11万 | 加仓 |
| TJX | TJX COS INC NEW | $106.79万 | 0.07% | 6,789 | -600 | -8.1% | -$9.44万 | 减仓 |
| — | AMERICAN FUNDS NEW ECONOMY F2 | $108.34万 | 0.07% | 13,569 | 13,569 | — | $108.34万 | 新建仓 |
| XNIEX | VIRTUS EQUITY | $109.19万 | 0.07% | 46,742 | -1,871 | -3.8% | -$4.37万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $109.20万 | 0.07% | 11,767 | -6 | -0.1% | -$557 | 减仓 |
| IP | INTL PAPER | $109.86万 | 0.08% | 30,773 | -50 | -0.2% | -$1,785 | 减仓 |
| VEA | VANGUARD FTSE | $110.14万 | 0.08% | 17,187 | -2,347 | -12.0% | -$15.04万 | 减仓 |
| ZAP | GLOBAL X | $111.00万 | 0.08% | 34,515 | 17,258 | 100.0% | $55.50万 | 加仓 |
| BTI | BRITISH AMERN | $112.50万 | 0.08% | 19,241 | 1,685 | 9.6% | $9.85万 | 加仓 |
| VXUS | VANGUARD TOTAL | $112.77万 | 0.08% | 14,625 | 1,059 | 7.8% | $8.17万 | 加仓 |
| CLX | CLOROX COMPANY | $115.08万 | 0.08% | 11,105 | 11,105 | — | $115.08万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $115.46万 | 0.08% | 30,051 | 9,232 | 44.3% | $35.47万 | 加仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $116.48万 | 0.08% | 20,434 | 759 | 3.9% | $4.33万 | 加仓 |
| VFVA | VANGUARD US | $117.71万 | 0.08% | 8,744 | 75 | 0.9% | $1.01万 | 加仓 |
| D | DOMINION ENERGY INC | $118.80万 | 0.08% | 19,203 | 888 | 4.8% | $5.49万 | 加仓 |
| VFMV | VANGUARD US | $121.94万 | 0.08% | 9,152 | 149 | 1.7% | $1.99万 | 加仓 |
| BILS | STATE STREET | $122.62万 | 0.08% | 12,331 | 2,135 | 20.9% | $21.23万 | 加仓 |
| MMM | 3M COMPANY | $123.06万 | 0.08% | 8,473 | 35 | 0.4% | $5,083 | 加仓 |
| XAR | STATE STREER | $123.87万 | 0.08% | 4,877 | 3,703 | 315.4% | $94.05万 | 加仓 |
| B | BARRICK MINING | $126.84万 | 0.09% | 31,095 | -6,072 | -16.3% | -$24.77万 | 减仓 |
| DE | DEERE & CO | $130.04万 | 0.09% | 2,309 | 481 | 26.3% | $27.09万 | 加仓 |
| VSDA | VICTORYSHARES DIVIDEND | $130.20万 | 0.09% | 23,890 | 524 | 2.2% | $2.86万 | 加仓 |
| SPDW | STATE STREET | $131.73万 | 0.09% | 28,857 | 1,583 | 5.8% | $7.23万 | 加仓 |
| SO | SOUTHERN COMPANY | $132.32万 | 0.09% | 13,709 | 588 | 4.5% | $5.68万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $134.35万 | 0.09% | 27,172 | 640 | 2.4% | $3.16万 | 加仓 |
| ALB | ALBEMARLE CORP | $136.04万 | 0.09% | 7,578 | 5,303 | 233.1% | $95.20万 | 加仓 |
| FYX | FIRST TRUST | $137.14万 | 0.09% | 11,490 | -2,956 | -20.5% | -$35.28万 | 减仓 |
| IBM | IBM CORP | $138.81万 | 0.09% | 5,732 | 4 | 0.1% | $969 | 加仓 |
| TER | TERADYNE INC | $138.87万 | 0.10% | 4,684 | -458 | -8.9% | -$13.58万 | 减仓 |
| IUSG | ISHARES S&P | $139.65万 | 0.10% | 9,003 | 28 | 0.3% | $4,343 | 加仓 |
| FDX | FEDEX CORP | $141.05万 | 0.10% | 3,618 | 34 | 0.9% | $1.33万 | 加仓 |
| WDC | WESTERN DIGITAL | $142.29万 | 0.10% | 5,260 | -490 | -8.5% | -$13.25万 | 减仓 |
| ENB | ENBRIDGE INC | $142.97万 | 0.10% | 26,407 | 3,147 | 13.5% | $17.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $143.23万 | 0.10% | 19,071 | -235 | -1.2% | -$1.76万 | 减仓 |
| AEP | AMERICAN ELECTRIC | $144.26万 | 0.10% | 11,005 | 855 | 8.4% | $11.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $144.79万 | 0.10% | 28,862 | 1,783 | 6.6% | $8.94万 | 加仓 |
| SCHG | SCHWAB US | $147.02万 | 0.10% | 50,471 | 564 | 1.1% | $1.64万 | 加仓 |
| IQLT | ISHARES MSCI | $149.87万 | 0.10% | 32,419 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $151.34万 | 0.10% | 4,265 | 466 | 12.3% | $16.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.44万 | 0.11% | 1,539 | 84 | 5.8% | $8.38万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $155.07万 | 0.11% | 16,645 | -65 | -0.4% | -$6,056 | 减仓 |
| DUK | DUKE ENERGY | $155.86万 | 0.11% | 11,903 | 676 | 6.0% | $8.85万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $158.79万 | 0.11% | 23,420 | 592 | 2.6% | $4.01万 | 加仓 |
| ABNB | AIRBNB INC | $159.39万 | 0.11% | 11,653 | 972 | 9.1% | $13.29万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $160.29万 | 0.11% | 5,176 | 1,044 | 25.3% | $32.33万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $162.11万 | 0.11% | 34,452 | 4,116 | 13.6% | $19.37万 | 加仓 |
| CGBL | CAPITAL GROUP | $162.51万 | 0.11% | 47,229 | 16,030 | 51.4% | $55.16万 | 加仓 |
| GLW | CORNING INC | $164.72万 | 0.11% | 12,115 | 7,162 | 144.6% | $97.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $168.81万 | 0.12% | 44,592 | 11 | 0.0% | $416 | 加仓 |
| NSC | NORFOLK SOUTHERN | $169.54万 | 0.12% | 5,907 | 157 | 2.7% | $4.51万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $169.96万 | 0.12% | 7,855 | 5,589 | 246.6% | $120.93万 | 加仓 |
| CFA | VICTORYSHARES US | $173.54万 | 0.12% | 18,970 | -1,993 | -9.5% | -$18.23万 | 减仓 |
| ITA | ISHARES AEROSPACE | $175.46万 | 0.12% | 8,021 | 684 | 9.3% | $14.96万 | 加仓 |
| CSCO | CISCO SYS INC | $178.02万 | 0.12% | 22,182 | -630 | -2.8% | -$5.06万 | 减仓 |
| IONQ | IONQ INC | $180.88万 | 0.12% | 62,738 | 15,682 | 33.3% | $45.21万 | 加仓 |