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 |
|---|---|---|---|---|---|---|---|---|
| FLXR | TCW FLEXIBLE INCOME ETF | $181.14万 | 0.12% | 46,126 | 5,811 | 14.4% | $22.82万 | 加仓 |
| FMB | FIRST TRUST | $181.66万 | 0.12% | 35,858 | -2,126 | -5.6% | -$10.77万 | 减仓 |
| JPST | JPMORGAN | $183.26万 | 0.13% | 36,211 | 4,602 | 14.6% | $23.29万 | 加仓 |
| GE | GE AEROSPACE | $184.62万 | 0.13% | 6,506 | 82 | 1.3% | $2.33万 | 加仓 |
| PANW | PALO ALTO | $185.61万 | 0.13% | 10,583 | 951 | 9.9% | $16.68万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $188.70万 | 0.13% | 3,319 | 151 | 4.8% | $8.58万 | 加仓 |
| — | ALBEMARLE CORP | $193.57万 | 0.13% | 26,940 | -1,810 | -6.3% | -$13.00万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $198.56万 | 0.14% | 25,660 | 1,739 | 7.3% | $13.46万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | $204.81万 | 0.14% | 5,240 | 253 | 5.1% | $9.89万 | 加仓 |
| ET | ENERGY TRANSFER | $205.04万 | 0.14% | 106,237 | 35,723 | 50.7% | $68.95万 | 加仓 |
| EEM | ISHARES MSCI | $212.62万 | 0.15% | 37,439 | 37,439 | — | $212.62万 | 新建仓 |
| PFE | PFIZER INC | $213.50万 | 0.15% | 76,033 | 8,124 | 12.0% | $22.81万 | 加仓 |
| MPC | MARATHON PETROLEUM | $213.94万 | 0.15% | 8,761 | 9 | 0.1% | $2,198 | 加仓 |
| CAT | CATERPILLAR INC | $218.08万 | 0.15% | 3,078 | 543 | 21.4% | $38.47万 | 加仓 |
| IJS | ISHARES S&P | $219.10万 | 0.15% | 18,497 | 18,497 | — | $219.10万 | 新建仓 |
| SLV | ISHARES SILVER TR | $219.70万 | 0.15% | 32,243 | -2,545 | -7.3% | -$17.34万 | 减仓 |
| NKE | NIKE INC | $221.36万 | 0.15% | 47,463 | 4,836 | 11.3% | $22.55万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $221.74万 | 0.15% | 6,747 | 1,310 | 24.1% | $43.05万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $222.16万 | 0.15% | 96,979 | 79,857 | 466.4% | $182.94万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $225.53万 | 0.15% | 22,044 | -751 | -3.3% | -$7.68万 | 减仓 |
| — | SCHWAB GOVERNMENT MONEY ULTRA | $228.26万 | 0.16% | 2,282,625 | 2,282,625 | — | $228.26万 | 新建仓 |
| CDC | VICTORYSHARES U S | $234.74万 | 0.16% | 32,864 | 1,112 | 3.5% | $7.94万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $235.89万 | 0.16% | 51,403 | 3,729 | 7.8% | $17.11万 | 加仓 |
| IWM | ISHARES TR | $236.47万 | 0.16% | 9,535 | 8,715 | 1,062.8% | $216.13万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $237.24万 | 0.16% | 26,027 | 381 | 1.5% | $3.47万 | 加仓 |
| IVW | ISHARES S&P | $238.79万 | 0.16% | 21,111 | 17,283 | 451.5% | $195.49万 | 加仓 |
| AVDE | AVANTIS INTL | $239.21万 | 0.16% | 28,195 | 28,195 | — | $239.21万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $239.76万 | 0.16% | 56,326 | 11,958 | 27.0% | $50.90万 | 加仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER F2 | $242.29万 | 0.17% | 36,823 | 36,823 | — | $242.29万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $242.86万 | 0.17% | 11,257 | 207 | 1.9% | $4.47万 | 加仓 |
| GLD | SPDR GOLD TR | $243.50万 | 0.17% | 5,659 | 561 | 11.0% | $24.14万 | 加仓 |
| XLK | STATE STREET | $255.48万 | 0.17% | 19,223 | -1,425 | -6.9% | -$18.94万 | 减仓 |
| AVGO | BROADCOM INC | $256.33万 | 0.18% | 8,211 | 244 | 3.1% | $7.62万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $258.08万 | 0.18% | 68,391 | 3,866 | 6.0% | $14.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $258.45万 | 0.18% | 17,451 | 1,441 | 9.0% | $21.34万 | 加仓 |
| KO | COCA COLA CO | $259.96万 | 0.18% | 34,056 | -73 | -0.2% | -$5,572 | 减仓 |
| V | VISA INC | $260.74万 | 0.18% | 8,618 | 1,192 | 16.1% | $36.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $263.37万 | 0.18% | 7,322 | 1,641 | 28.9% | $59.03万 | 加仓 |
| CGGR | CAPITAL GROUP | $265.61万 | 0.18% | 66,088 | 14,658 | 28.5% | $58.91万 | 加仓 |
| DIA | STATE STREET | $270.98万 | 0.19% | 5,850 | -359 | -5.8% | -$16.63万 | 减仓 |
| MRK | MERCK & CO. INC. | $274.43万 | 0.19% | 23,222 | 469 | 2.1% | $5.54万 | 加仓 |
| RDVY | FIRST TRUST | $282.71万 | 0.19% | 41,404 | 1,374 | 3.4% | $9.38万 | 加仓 |
| PZA | INVESCO NATIONAL | $290.87万 | 0.20% | 126,574 | 100,138 | 378.8% | $230.12万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $293.79万 | 0.20% | 87,608 | 9,257 | 11.8% | $31.04万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F2 | $295.55万 | 0.20% | 36,438 | 36,438 | — | $295.55万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $297.10万 | 0.20% | 17,973 | 459 | 2.6% | $7.59万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $299.05万 | 0.20% | 48,850 | -467 | -0.9% | -$2.86万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $300.30万 | 0.21% | 78,045 | 16,684 | 27.2% | $64.20万 | 加仓 |
| PEP | PEPSICO INC | $304.33万 | 0.21% | 19,562 | 813 | 4.3% | $12.65万 | 加仓 |
| SPYV | STATE STREET | $304.79万 | 0.21% | 53,868 | -592 | -1.1% | -$3.35万 | 减仓 |
| VIOO | VANGUARD S&P | $307.03万 | 0.21% | 26,738 | -210 | -0.8% | -$2.41万 | 减仓 |
| — | AMERICAN FUNDS AMERICAN BALANCED F2 | $307.35万 | 0.21% | 77,732 | 77,732 | — | $307.35万 | 新建仓 |
| — | WELLS FARGO & C 7.5 PFDCONV SER L | $309.42万 | 0.21% | 2,627 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $310.78万 | 0.21% | 23,879 | 319 | 1.4% | $4.15万 | 加仓 |
| NFLX | NETFLIX INC | $312.08万 | 0.21% | 32,752 | 3,067 | 10.3% | $29.22万 | 加仓 |
| BINC | ISHARES FLEXIBLE | $312.77万 | 0.21% | 60,229 | 8,193 | 15.7% | $42.55万 | 加仓 |
| IVOO | VANGUARD S&P | $324.87万 | 0.22% | 28,417 | -194 | -0.7% | -$2.22万 | 减仓 |
| HD | HOME DEPOT INC | $329.77万 | 0.23% | 10,028 | 194 | 2.0% | $6.38万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $336.94万 | 0.23% | 57,942 | 1,630 | 2.9% | $9.48万 | 加仓 |
| ABT | ABBOTT LABS | $347.98万 | 0.24% | 36,886 | -1,059 | -2.8% | -$9.99万 | 减仓 |
| VONE | VANGUARD RUSSELL | $350.04万 | 0.24% | 11,861 | 104 | 0.9% | $3.07万 | 加仓 |
| DGRO | ISHARES CORE | $358.81万 | 0.25% | 51,127 | 2,581 | 5.3% | $18.11万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $372.50万 | 0.25% | 40,139 | 1,310 | 3.4% | $12.16万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F2 | $375.76万 | 0.26% | 48,436 | 48,436 | — | $375.76万 | 新建仓 |
| SPMB | STATE STREET | $384.45万 | 0.26% | 171,707 | 11,322 | 7.1% | $25.35万 | 加仓 |
| LLY | ELI LILLY AND CO | $387.35万 | 0.27% | 4,193 | 620 | 17.4% | $57.28万 | 加仓 |
| DIS | WALT DISNEY | $395.09万 | 0.27% | 38,553 | 3,713 | 10.7% | $38.05万 | 加仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER F2 | $399.58万 | 0.27% | 145,462 | 145,462 | — | $399.58万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $404.20万 | 0.28% | 6,364 | -91 | -1.4% | -$5.78万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $406.47万 | 0.28% | 21,169 | 1,425 | 7.2% | $27.36万 | 加仓 |
| ABBV | ABBVIE INC | $411.11万 | 0.28% | 18,934 | 34 | 0.2% | $7,382 | 加仓 |
| IAGG | ISHARES CORE | $414.44万 | 0.28% | 82,822 | 8,870 | 12.0% | $44.39万 | 加仓 |
| WMT | WALMART INC | $463.44万 | 0.32% | 37,105 | -99 | -0.3% | -$1.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $463.80万 | 0.32% | 52,609 | -49,035 | -48.2% | -$432.29万 | 减仓 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER F2 | $498.55万 | 0.34% | 60,732 | 60,732 | — | $498.55万 | 新建仓 |
| PG | PROCTER &GAMBLE CO | $516.61万 | 0.35% | 35,599 | -875 | -2.4% | -$12.70万 | 减仓 |
| CFO | VICTORYSHARES US | $516.89万 | 0.35% | 69,707 | -3,771 | -5.1% | -$27.96万 | 减仓 |
| VO | VANGUARD MID | $520.75万 | 0.36% | 18,133 | 15 | 0.1% | $4,308 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $521.30万 | 0.36% | 36,306 | -154 | -0.4% | -$2.21万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $538.38万 | 0.37% | 108,175 | 4,040 | 3.9% | $20.11万 | 加仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F2 | $547.26万 | 0.37% | 81,256 | 81,256 | — | $547.26万 | 新建仓 |
| VB | VANGUARD SMALL | $552.80万 | 0.38% | 21,106 | 237 | 1.1% | $6.21万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $566.52万 | 0.39% | 29,432 | 2,080 | 7.6% | $40.04万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $575.26万 | 0.39% | 144,755 | -10,607 | -6.8% | -$42.15万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $576.89万 | 0.39% | 229,586 | 44,081 | 23.8% | $110.76万 | 加仓 |
| IVE | ISHARES S&P | $585.01万 | 0.40% | 27,706 | 2,267 | 8.9% | $47.87万 | 加仓 |
| — | VANECK CEF MUNICIPAL INCOME ETF | $585.79万 | 0.40% | 270,074 | 49,624 | 22.5% | $107.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $606.42万 | 0.42% | 29,310 | 3,416 | 13.2% | $70.68万 | 加仓 |
| VOOV | VANGUARD S&P | $610.87万 | 0.42% | 29,976 | 413 | 1.4% | $8.42万 | 加仓 |
| LOW | LOWES COS INC | $624.93万 | 0.43% | 26,264 | 582 | 2.3% | $13.85万 | 加仓 |
| BA | BOEING CO | $629.02万 | 0.43% | 28,269 | 1,411 | 5.3% | $31.40万 | 加仓 |
| HEFA | ISHARES CURRENCY | $636.16万 | 0.44% | 149,704 | 143,534 | 2,326.3% | $609.94万 | 加仓 |
| MCD | MCDONALDS CORP | $654.16万 | 0.45% | 21,914 | 1,315 | 6.4% | $39.25万 | 加仓 |
| MLN | VANECK LONG MUNI ETF | $661.63万 | 0.45% | 375,301 | 62,696 | 20.1% | $110.53万 | 加仓 |
| T | AT&T INC | $662.54万 | 0.45% | 248,670 | 8,793 | 3.7% | $23.43万 | 加仓 |
| VOOG | VANGUARD S&P | $683.00万 | 0.47% | 16,753 | 124 | 0.7% | $5.06万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $710.45万 | 0.49% | 32,819 | 15 | 0.0% | $3,247 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $746.82万 | 0.51% | 105,426 | 25,143 | 31.3% | $178.11万 | 加仓 |
| BIDD | ISHARES INTL | $810.55万 | 0.55% | 285,103 | 38,161 | 15.5% | $108.49万 | 加仓 |
| THRO | ISHARES U S | $859.62万 | 0.59% | 237,334 | 19,207 | 8.8% | $69.57万 | 加仓 |