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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN COMPANY | $131.10万 | 0.08% | 13,698 | -11 | -0.1% | -$1,053 | 减仓 |
| BILS | STATE STREET | $132.48万 | 0.08% | 13,331 | 1,000 | 8.1% | $9.94万 | 加仓 |
| FNX | FIRST TRUST | $132.86万 | 0.08% | 9,079 | 9,079 | — | $132.86万 | 新建仓 |
| MMM | 3M CO | $136.05万 | 0.08% | 8,403 | -70 | -0.8% | -$1.13万 | 减仓 |
| SPTM | STATE STREET | $136.06万 | 0.08% | 14,986 | 4,795 | 47.1% | $43.54万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $136.12万 | 0.08% | 14,398 | 14,398 | — | $136.12万 | 新建仓 |
| VEA | VANGUARD FTSE | $136.47万 | 0.08% | 19,154 | 1,967 | 11.4% | $14.01万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $137.95万 | 0.08% | 30,426 | -20,977 | -40.8% | -$95.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.33万 | 0.08% | 32,672 | 3,810 | 13.2% | $16.13万 | 加仓 |
| FTSM | FIRST TRUST | $139.05万 | 0.08% | 23,281 | 6,794 | 41.2% | $40.58万 | 加仓 |
| IJJ | ISHARES S&P | $139.59万 | 0.08% | 9,449 | 9,449 | — | $139.59万 | 新建仓 |
| VSDA | VICTORYSHARES DIVIDEND | $140.42万 | 0.08% | 24,137 | 247 | 1.0% | $1.44万 | 加仓 |
| IJS | ISHARES S&P | $141.83万 | 0.08% | 10,377 | -8,120 | -43.9% | -$110.98万 | 减仓 |
| DE | DEERE & CO | $146.57万 | 0.09% | 2,311 | 2 | 0.1% | $1,268 | 加仓 |
| NEE | NEXTERA ENERGY INC | $147.21万 | 0.09% | 16,772 | 127 | 0.8% | $1.11万 | 加仓 |
| SPDW | STATE STREET | $148.40万 | 0.09% | 29,450 | 593 | 2.1% | $2.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $148.72万 | 0.09% | 1,590 | 51 | 3.3% | $4.77万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $151.05万 | 0.09% | 26,510 | -662 | -2.4% | -$3.77万 | 减仓 |
| PAVE | GLOBAL X | $151.49万 | 0.09% | 25,711 | 7,981 | 45.0% | $47.02万 | 加仓 |
| D | DOMINION ENERGY INC | $153.23万 | 0.09% | 22,438 | 3,235 | 16.8% | $22.09万 | 加仓 |
| ENB | ENBRIDGE INC | $153.33万 | 0.09% | 28,284 | 1,877 | 7.1% | $10.18万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 | $153.53万 | 0.09% | 13,066 | 13,066 | — | $153.53万 | 新建仓 |
| VEU | VANGUARD FTSE | $154.39万 | 0.09% | 18,434 | -637 | -3.3% | -$5.33万 | 减仓 |
| XAR | STATE STREER | $155.55万 | 0.09% | 5,481 | 604 | 12.4% | $17.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $158.12万 | 0.09% | 3,104 | -215 | -6.5% | -$10.95万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $159.30万 | 0.09% | 12,585 | 682 | 5.7% | $8.63万 | 加仓 |
| FYX | FIRST TRUST | $160.97万 | 0.10% | 11,156 | -334 | -2.9% | -$4.82万 | 减仓 |
| IYM | ISHARES U S | $161.33万 | 0.10% | 8,986 | 8,986 | — | $161.33万 | 新建仓 |
| IQLT | ISHARES MSCI | $162.23万 | 0.10% | 32,740 | 321 | 1.0% | $1.59万 | 加仓 |
| IBM | INTL BUSINESS | $163.12万 | 0.10% | 5,801 | 69 | 1.2% | $1.94万 | 加仓 |
| IJT | ISHARES S&P | $163.57万 | 0.10% | 9,159 | 9,159 | — | $163.57万 | 新建仓 |
| IUSG | ISHARES S&P | $164.37万 | 0.10% | 8,739 | -264 | -2.9% | -$4.97万 | 减仓 |
| BINC | ISHARES FLEXIBLE | $164.65万 | 0.10% | 31,458 | -28,771 | -47.8% | -$150.59万 | 减仓 |
| CFA | VICTORYSHARES US | $166.04万 | 0.10% | 16,806 | -2,164 | -11.4% | -$21.38万 | 减仓 |
| SCHG | SCHWAB US | $166.38万 | 0.10% | 49,167 | -1,304 | -2.6% | -$4.41万 | 减仓 |
| KLAC | KLA CORP | $167.91万 | 0.10% | 5,565 | 15 | 0.3% | $4,526 | 加仓 |
| ABNB | AIRBNB INC | $171.18万 | 0.10% | 11,962 | 309 | 2.7% | $4.42万 | 加仓 |
| XSD | SPDR SERIES TRUST | $171.24万 | 0.10% | 2,746 | 2,746 | — | $171.24万 | 新建仓 |
| ZAP | GLOBAL X | $174.04万 | 0.10% | 50,287 | 15,772 | 45.7% | $54.59万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $174.13万 | 0.10% | 5,748 | 1,262 | 28.1% | $38.23万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE | $175.23万 | 0.10% | 36,369 | 1,917 | 5.6% | $9.24万 | 加仓 |
| GLW | CORNING INC | $178.76万 | 0.11% | 6,998 | -5,117 | -42.2% | -$130.71万 | 减仓 |
| GLD | SPDR GOLD TR | $182.42万 | 0.11% | 4,952 | -707 | -12.5% | -$26.04万 | 减仓 |
| MUB | ISHARES NATIONAL | $184.56万 | 0.11% | 17,150 | 7,394 | 75.8% | $79.57万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $189.98万 | 0.11% | 18,288 | 18,288 | — | $189.98万 | 新建仓 |
| EEM | ISHARES MSCI | $190.82万 | 0.11% | 27,894 | -9,545 | -25.5% | -$65.30万 | 减仓 |
| PFE | PFIZER INC | $194.11万 | 0.12% | 80,610 | 4,577 | 6.0% | $11.02万 | 加仓 |
| IWL | ISHARES RUSSELL | $197.62万 | 0.12% | 10,685 | 4,427 | 70.7% | $81.88万 | 加仓 |
| CDC | VICTORYSHARES U S | $202.85万 | 0.12% | 27,276 | -5,588 | -17.0% | -$41.56万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH | $204.52万 | 0.12% | 23,265 | -2,615 | -10.1% | -$22.99万 | 减仓 |
| FMB | FIRST TRUST | $207.04万 | 0.12% | 40,306 | 4,448 | 12.4% | $22.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $217.08万 | 0.13% | 18,163 | -44,677 | -71.1% | -$533.97万 | 减仓 |
| PEP | PEPSICO INC | $218.84万 | 0.13% | 16,162 | -3,400 | -17.4% | -$46.04万 | 减仓 |
| — | AMERICAN FUNDS INVMT CO | $224.12万 | 0.13% | 32,871 | -3,952 | -10.7% | -$26.94万 | 减仓 |
| MPC | MARATHON PETROLEUM | $224.23万 | 0.13% | 8,770 | 9 | 0.1% | $2,301 | 加仓 |
| CGBL | CAPITAL GROUP | $230.53万 | 0.14% | 60,729 | 13,500 | 28.6% | $51.25万 | 加仓 |
| NKE | NIKE INC | $230.92万 | 0.14% | 56,253 | 8,790 | 18.5% | $36.08万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $234.92万 | 0.14% | 5,445 | 4,007 | 278.7% | $172.88万 | 加仓 |
| GE | GE AEROSPACE | $241.12万 | 0.14% | 6,452 | -54 | -0.8% | -$2.02万 | 减仓 |
| AVDE | AVANTIS INTL | $247.23万 | 0.15% | 27,717 | -478 | -1.7% | -$4.26万 | 减仓 |
| V | VISA INC | $249.93万 | 0.15% | 7,285 | -1,333 | -15.5% | -$45.73万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $252.49万 | 0.15% | 71,425 | 3,034 | 4.4% | $10.73万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $256.22万 | 0.15% | 26,529 | 502 | 1.9% | $4.85万 | 加仓 |
| NFLX | NETFLIX INC | $256.48万 | 0.15% | 35,922 | 3,170 | 9.7% | $22.63万 | 加仓 |
| MRK | MERCK & CO. INC. | $256.49万 | 0.15% | 19,960 | -3,262 | -14.0% | -$41.92万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY | $264.07万 | 0.16% | 115,920 | 18,941 | 19.5% | $43.15万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $270.18万 | 0.16% | 59,355 | 1,413 | 2.4% | $6.43万 | 加仓 |
| KO | COCA COLA CO | $279.35万 | 0.17% | 34,372 | 316 | 0.9% | $2.57万 | 加仓 |
| CSCO | CISCO SYS INC | $279.46万 | 0.17% | 23,792 | 1,610 | 7.3% | $18.91万 | 加仓 |
| FLXR | TCW FLEXIBLE | $280.59万 | 0.17% | 71,560 | 25,434 | 55.1% | $99.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $283.51万 | 0.17% | 6,543 | -4,714 | -41.9% | -$204.26万 | 减仓 |
| JPST | JPMORGAN | $284.25万 | 0.17% | 56,208 | 19,997 | 55.2% | $101.13万 | 加仓 |
| CGDV | CAPITAL GROUP | $287.05万 | 0.17% | 58,249 | 1,923 | 3.4% | $9.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $289.71万 | 0.17% | 31,927 | -4,959 | -13.4% | -$45.00万 | 减仓 |
| — | AMERICAN FUNDS CAPITAL I | $298.25万 | 0.18% | 36,438 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $299.53万 | 0.18% | 21,452 | 8,612 | 67.1% | $120.25万 | 加仓 |
| PZA | INVESCO NATIONAL | $301.44万 | 0.18% | 128,165 | 1,591 | 1.3% | $3.74万 | 加仓 |
| — | WELLS FARGO & C 7.5 PFD | $303.94万 | 0.18% | 2,627 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $309.50万 | 0.18% | 91,029 | 3,421 | 3.9% | $11.63万 | 加仓 |
| HD | HOME DEPOT INC | $312.03万 | 0.19% | 8,847 | -1,181 | -11.8% | -$41.65万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $316.73万 | 0.19% | 21,922 | -122 | -0.6% | -$1.76万 | 减仓 |
| ITA | ISHARES AEROSPACE | $317.25万 | 0.19% | 13,087 | 5,066 | 63.2% | $122.81万 | 加仓 |
| — | AMERICAN FUNDS AMERICAN | $319.13万 | 0.19% | 77,838 | 106 | 0.1% | $4,346 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $319.50万 | 0.19% | 41,435 | 18,015 | 76.9% | $138.91万 | 加仓 |
| SPMB | STATE STREET | $322.46万 | 0.19% | 144,536 | -27,171 | -15.8% | -$60.62万 | 减仓 |
| SPYV | STATE STREET | $327.40万 | 0.19% | 53,858 | -10 | -0.0% | -$608 | 减仓 |
| CGGR | CAPITAL GROUP | $328.14万 | 0.19% | 69,522 | 3,434 | 5.2% | $16.21万 | 加仓 |
| IWM | ISHARES TR | $328.25万 | 0.19% | 10,925 | 1,390 | 14.6% | $41.76万 | 加仓 |
| CAT | CATERPILLAR INC | $333.02万 | 0.20% | 3,127 | 49 | 1.6% | $5.22万 | 加仓 |
| AVGO | BROADCOM INC | $334.63万 | 0.20% | 8,859 | 648 | 7.9% | $24.48万 | 加仓 |
| BIDD | ISHARES INTL | $336.61万 | 0.20% | 112,128 | -172,975 | -60.7% | -$519.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $339.16万 | 0.20% | 63,859 | 15,009 | 30.7% | $79.71万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $344.65万 | 0.20% | 44,625 | 18,965 | 73.9% | $146.47万 | 加仓 |
| IJR | ISHARES CORE S&P | $353.76万 | 0.21% | 23,852 | -27 | -0.1% | -$4,004 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $354.39万 | 0.21% | 10,392 | -191 | -1.8% | -$6.51万 | 减仓 |
| IONQ | IONQ INC | $356.97万 | 0.21% | 67,023 | 4,285 | 6.8% | $22.82万 | 加仓 |
| ABBV | ABBVIE INC | $361.00万 | 0.21% | 14,346 | -4,588 | -24.2% | -$115.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $363.97万 | 0.22% | 20,119 | 2,146 | 11.9% | $38.82万 | 加仓 |
| ICSH | ISHARES ULTRA | $366.90万 | 0.22% | 72,538 | 72,538 | — | $366.90万 | 新建仓 |
| IAU | ISHARES GOLD TR | $369.23万 | 0.22% | 48,897 | -3,712 | -7.1% | -$28.03万 | 减仓 |