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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | STATE STREET | $66.11万 | 0.04% | 9,786 | 286 | 3.0% | $1.93万 | 加仓 |
| XSOE | WISDOMTREE EMERGING | $66.35万 | 0.04% | 13,491 | 2 | 0.0% | $98 | 加仓 |
| TFLO | ISHARES TREASURY | $67.20万 | 0.04% | 13,273 | 119 | 0.9% | $6,025 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $67.24万 | 0.04% | 26,621 | -3,458 | -11.5% | -$8.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.52万 | 0.04% | 1,315 | -6 | -0.5% | -$3,081 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HL | $68.14万 | 0.04% | 8,863 | -10 | -0.1% | -$769 | 减仓 |
| — | METROPOLITAN WASH 6.5 41 | $68.14万 | 0.04% | 675,000 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $68.82万 | 0.04% | 12,394 | 1,581 | 14.6% | $8.78万 | 加仓 |
| NEAR | ISHARES SHORT DURATION | $69.01万 | 0.04% | 13,623 | 106 | 0.8% | $5,370 | 加仓 |
| TMFC | MOTLEY FOOL | $69.38万 | 0.04% | 9,110 | -211 | -2.3% | -$1.61万 | 减仓 |
| RTX | RTX CORP | $69.87万 | 0.04% | 3,683 | -13 | -0.4% | -$2,466 | 减仓 |
| CMI | CUMMINS INC | $70.16万 | 0.04% | 984 | 411 | 71.7% | $29.30万 | 加仓 |
| BB | BLACKBERRY LTD | $70.65万 | 0.04% | 55,852 | 0 | 0.0% | — | 不变 |
| TCAL | T ROWE | $70.75万 | 0.04% | 31,871 | 17,614 | 123.5% | $39.10万 | 加仓 |
| HIMS | HIMS & HERS | $71.07万 | 0.04% | 20,498 | 4,201 | 25.8% | $14.56万 | 加仓 |
| WFC | WELLS FARGO & CO | $71.87万 | 0.04% | 8,697 | 1,271 | 17.1% | $10.50万 | 加仓 |
| EFV | ISHARES MSCI | $72.65万 | 0.04% | 9,490 | 3,428 | 56.5% | $26.24万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $73.02万 | 0.04% | 10,091 | 2,821 | 38.8% | $20.41万 | 加仓 |
| AMGN | AMGEN INC | $73.67万 | 0.04% | 2,034 | -18 | -0.9% | -$6,519 | 减仓 |
| XNTK | STATE STREET | $74.42万 | 0.04% | 1,905 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GROUP | $74.45万 | 0.04% | 27,104 | 454 | 1.7% | $1.25万 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $74.57万 | 0.04% | 11,989 | 939 | 8.5% | $5.84万 | 加仓 |
| O | REALTY INCOME | $74.64万 | 0.04% | 12,046 | 298 | 2.5% | $1.85万 | 加仓 |
| TRV | TRAVELERS COS | $75.53万 | 0.04% | 2,288 | 76 | 3.4% | $2.51万 | 加仓 |
| DEO | DIAGEO PLC | $75.60万 | 0.04% | 9,406 | 137 | 1.5% | $1.10万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $76.55万 | 0.05% | 24,141 | 9,729 | 67.5% | $30.85万 | 加仓 |
| SPTS | STATE STREET | $77.71万 | 0.05% | 26,787 | 7,852 | 41.5% | $22.78万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $77.73万 | 0.05% | 9,357 | -6 | -0.1% | -$498 | 减仓 |
| SIZE | ISHARES MSCI USA SIZE | $77.89万 | 0.05% | 4,369 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING | $78.03万 | 0.05% | 13,072 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ | $78.54万 | 0.05% | 13,830 | -750 | -5.1% | -$4.26万 | 减仓 |
| WM | WASTE MANAGEMENT | $79.50万 | 0.05% | 3,567 | -183 | -4.9% | -$4.08万 | 减仓 |
| RAL | RALLIANT CORP | $80.41万 | 0.05% | 10,921 | -68 | -0.6% | -$5,007 | 减仓 |
| ESGV | VANGUARD ESG | $80.69万 | 0.05% | 6,102 | 770 | 14.4% | $10.18万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $80.85万 | 0.05% | 18,586 | 49 | 0.3% | $2,131 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $81.68万 | 0.05% | 6,565 | 1,942 | 42.0% | $24.16万 | 加仓 |
| CGCB | CAPITAL GROUP | $82.06万 | 0.05% | 31,343 | 1,320 | 4.4% | $3.46万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $82.39万 | 0.05% | 16,932 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR | $83.24万 | 0.05% | 14,433 | 233 | 1.6% | $1.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $83.44万 | 0.05% | 2,007 | 167 | 9.1% | $6.94万 | 加仓 |
| GS | GOLDMAN SACHS | $83.72万 | 0.05% | 828 | -211 | -20.3% | -$21.33万 | 减仓 |
| FTV | FORTIVE CORP | $83.79万 | 0.05% | 13,715 | -21 | -0.2% | -$1,283 | 减仓 |
| AXP | AMERICAN EXPRESS | $85.03万 | 0.05% | 2,514 | 262 | 11.6% | $8.86万 | 加仓 |
| GEV | GE VERNOVA INC | $85.78万 | 0.05% | 730 | -9 | -1.2% | -$1.06万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL | $86.99万 | 0.05% | 16,488 | -1,201 | -6.8% | -$6.34万 | 减仓 |
| CIBR | FIRST TRUST | $87.18万 | 0.05% | 9,703 | 3,078 | 46.5% | $27.66万 | 加仓 |
| BOTZ | GLOBAL X | $88.06万 | 0.05% | 23,209 | 1,145 | 5.2% | $4.34万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $88.29万 | 0.05% | 8,213 | -1,302 | -13.7% | -$14.00万 | 减仓 |
| DNP | DNP SELECT | $89.12万 | 0.05% | 82,591 | 197 | 0.2% | $2,126 | 加仓 |
| JHMD | JOHN HANCOCK | $90.23万 | 0.05% | 20,317 | -251 | -1.2% | -$1.11万 | 减仓 |
| VTHR | VANGUARD RUSSELL | $90.98万 | 0.05% | 2,745 | 130 | 5.0% | $4.31万 | 加仓 |
| HIMU | ISHARES HIGH | $91.63万 | 0.05% | 18,399 | -254 | -1.4% | -$1.26万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP | $92.57万 | 0.05% | 21,458 | 126 | 0.6% | $5,436 | 加仓 |
| TXN | TEXAS INSTRS INC | $92.82万 | 0.06% | 3,114 | 909 | 41.2% | $27.10万 | 加仓 |
| AIQ | GLOBAL X | $92.96万 | 0.06% | 14,169 | -2,897 | -17.0% | -$19.01万 | 减仓 |
| — | TEVA PHARMACEUTICAL | $93.14万 | 0.06% | 27,491 | -3,000 | -9.8% | -$10.16万 | 减仓 |
| USB | U S BANCORP DE | $94.01万 | 0.06% | 15,565 | -821 | -5.0% | -$4.96万 | 减仓 |
| VONG | VANGUARD RUSSELL | $96.07万 | 0.06% | 7,517 | -48 | -0.6% | -$6,135 | 减仓 |
| JAAA | JANUS HENDERSON | $97.60万 | 0.06% | 19,331 | -1,339 | -6.5% | -$6.76万 | 减仓 |
| FV | FIRST TRUST | $97.86万 | 0.06% | 12,896 | -23 | -0.2% | -$1,745 | 减仓 |
| SLV | ISHARES SILVER TR | $98.05万 | 0.06% | 18,338 | -13,905 | -43.1% | -$74.35万 | 减仓 |
| MGC | VANGUARD MEGA | $98.98万 | 0.06% | 3,617 | 1,980 | 121.0% | $54.18万 | 加仓 |
| BNY | BANK NEW YORK MELLON COR | $99.74万 | 0.06% | 6,897 | -80 | -1.1% | -$1.16万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $100.02万 | 0.06% | 30,045 | -6 | -0.0% | -$200 | 减仓 |
| AEP | AMERICAN ELECTRIC | $100.30万 | 0.06% | 7,331 | -3,674 | -33.4% | -$50.27万 | 减仓 |
| APAM | ARTISAN PARTNERS | $100.37万 | 0.06% | 29,067 | 1,550 | 5.6% | $5.35万 | 加仓 |
| NSC | NORFOLK SOUTHERN | $101.39万 | 0.06% | 3,223 | -2,684 | -45.4% | -$84.43万 | 减仓 |
| TJX | TJX COS INC NEW | $102.97万 | 0.06% | 6,796 | 7 | 0.1% | $1,061 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $103.67万 | 0.06% | 14,366 | 6,835 | 90.8% | $49.32万 | 加仓 |
| ORCL | ORACLE CORP | $104.74万 | 0.06% | 7,147 | 220 | 3.2% | $3.22万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL | $104.82万 | 0.06% | 11,161 | -606 | -5.1% | -$5.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $104.87万 | 0.06% | 1,450 | -44 | -2.9% | -$3.18万 | 减仓 |
| CLX | CLOROX COMPANY | $106.01万 | 0.06% | 11,107 | 2 | 0.0% | $191 | 加仓 |
| QYLD | GLOBAL X | $106.84万 | 0.06% | 57,970 | 131 | 0.2% | $2,414 | 加仓 |
| MDYV | STATE STREET | $108.92万 | 0.06% | 11,483 | -42 | -0.4% | -$3,984 | 减仓 |
| SLYV | STATE STREET | $110.04万 | 0.07% | 10,085 | -180 | -1.8% | -$1.96万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $110.17万 | 0.07% | 6,944 | 170 | 2.5% | $2.70万 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $110.42万 | 0.07% | 10,621 | -17 | -0.2% | -$1,767 | 减仓 |
| — | AMERICAN FUNDS NEW WORLD | $110.84万 | 0.07% | 10,237 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET | $111.27万 | 0.07% | 9,622 | 9,622 | — | $111.27万 | 新建仓 |
| KMB | KIMBERLY CLARK | $112.55万 | 0.07% | 10,253 | 235 | 2.3% | $2.58万 | 加仓 |
| B | BARRICK MINING | $112.76万 | 0.07% | 30,699 | -396 | -1.3% | -$1.45万 | 减仓 |
| FDX | FEDEX CORP | $113.33万 | 0.07% | 3,619 | 1 | 0.0% | $313 | 加仓 |
| VV | VANGUARD LARGE | $113.61万 | 0.07% | 3,303 | 140 | 4.4% | $4.82万 | 加仓 |
| TOST | TOAST INC | $114.70万 | 0.07% | 41,230 | 5,350 | 14.9% | $14.88万 | 加仓 |
| RH | RH | $116.86万 | 0.07% | 7,094 | 793 | 12.6% | $13.06万 | 加仓 |
| IP | INTL PAPER | $116.86万 | 0.07% | 30,673 | -100 | -0.3% | -$3,810 | 减仓 |
| VXUS | VANGUARD TOTAL | $119.13万 | 0.07% | 13,936 | -689 | -4.7% | -$5.89万 | 减仓 |
| QCOM | QUALCOMM INC | $119.16万 | 0.07% | 6,448 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW ECONO | $122.87万 | 0.07% | 13,569 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $124.25万 | 0.07% | 20,119 | 878 | 4.6% | $5.42万 | 加仓 |
| VFMV | VANGUARD US | $125.05万 | 0.07% | 8,973 | -179 | -2.0% | -$2.49万 | 减仓 |
| MO | ALTRIA GROUP | $125.81万 | 0.07% | 17,486 | 4,435 | 34.0% | $31.91万 | 加仓 |
| GRID | FIRST TRUST | $125.94万 | 0.07% | 6,568 | 1,064 | 19.3% | $20.40万 | 加仓 |
| XBI | STATE STREET | $127.41万 | 0.08% | 8,051 | 8,051 | — | $127.41万 | 新建仓 |
| MGV | VANGUARD MEGA | $127.49万 | 0.08% | 7,800 | 1,288 | 19.8% | $21.05万 | 加仓 |
| — | ALBEMARLE CORP | $127.53万 | 0.08% | 23,040 | -3,900 | -14.5% | -$21.59万 | 减仓 |
| XNIEX | VIRTUS EQUITY | $128.42万 | 0.08% | 47,812 | 1,070 | 2.3% | $2.87万 | 加仓 |
| UL | UNILEVER PLC | $128.66万 | 0.08% | 21,400 | 966 | 4.7% | $5.81万 | 加仓 |
| VFVA | VANGUARD US | $130.84万 | 0.08% | 8,815 | 71 | 0.8% | $1.05万 | 加仓 |