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 |
|---|---|---|---|---|---|---|---|---|
| SPTL | STATE STREET | $872.02万 | 0.60% | 331,563 | 100,291 | 43.4% | $263.77万 | 加仓 |
| — | EXXON MOBIL CORP | $902.12万 | 0.62% | 53,205 | 597 | 1.1% | $10.12万 | 加仓 |
| TCAF | T ROWE | $905.62万 | 0.62% | 254,458 | 1,871 | 0.7% | $6.66万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $936.00万 | 0.64% | 21,468 | 447 | 2.1% | $19.49万 | 加仓 |
| GOOGL | ALPHABET INC | $976.08万 | 0.67% | 31,389 | 1,973 | 6.7% | $61.35万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,008.00万 | 0.69% | 41,581 | 3,744 | 9.9% | $90.76万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,013.32万 | 0.69% | 15,378 | 2,954 | 23.8% | $194.65万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1,154.19万 | 0.79% | 37,786 | -1,441 | -3.7% | -$44.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,157.54万 | 0.79% | 48,854 | 825 | 1.7% | $19.55万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,171.48万 | 0.80% | 59,589 | -949 | -1.6% | -$18.66万 | 减仓 |
| JQUA | JPMORGAN US | $1,203.67万 | 0.82% | 196,293 | 9,255 | 4.9% | $56.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS CLASS A | $1,215.22万 | 0.83% | 17 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $1,247.55万 | 0.85% | 169,636 | 5,019 | 3.0% | $36.91万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,355.83万 | 0.93% | 401,470 | 22,347 | 5.9% | $75.47万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,379.96万 | 0.94% | 418,803 | 59,614 | 16.6% | $196.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,448.52万 | 0.99% | 25,017 | 3,796 | 17.9% | $219.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,857.12万 | 1.27% | 60,520 | 1,570 | 2.7% | $48.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,873.65万 | 1.28% | 49,683 | 1,324 | 2.7% | $49.93万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,999.27万 | 1.37% | 286,188 | 40,911 | 16.7% | $285.80万 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $2,050.70万 | 1.40% | 34,282 | 1,391 | 4.2% | $83.21万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,190.37万 | 1.50% | 36,033 | 13 | 0.0% | $7,902 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,239.37万 | 1.53% | 46,784 | 1,181 | 2.6% | $56.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $2,349.16万 | 1.61% | 80,199 | -2,650 | -3.2% | -$77.62万 | 减仓 |
| AMZN | AMAZON.COM INC | $2,371.28万 | 1.62% | 98,937 | 2,826 | 2.9% | $67.73万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,156.20万 | 2.16% | 542,488 | -7,914 | -1.4% | -$46.04万 | 减仓 |
| TSLA | TESLA INC | $3,553.40万 | 2.43% | 94,007 | 3,470 | 3.8% | $131.16万 | 加仓 |
| SPYG | STATE STREET | $3,746.42万 | 2.56% | 382,639 | 32,923 | 9.4% | $322.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $3,890.88万 | 2.66% | 266,312 | 17,485 | 7.0% | $255.46万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $3,910.75万 | 2.68% | 121,278 | 1,517 | 1.3% | $48.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,918.84万 | 2.68% | 216,175 | 974 | 0.5% | $17.66万 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $4,023.24万 | 2.75% | 62,749 | -68 | -0.1% | -$4.36万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $4,262.64万 | 2.92% | 1,079,697 | 32,322 | 3.1% | $127.61万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,465.97万 | 3.74% | 714,132 | 190,232 | 36.3% | $1,456.04万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $7,862.49万 | 5.38% | 115,948 | -1,695 | -1.4% | -$114.94万 | 减仓 |
| AAPL | APPLE INC | $8,792.83万 | 6.02% | 341,115 | -512 | -0.1% | -$13.20万 | 减仓 |