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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $258.45万 | 0.18% | 17,451 | 1,441 | 9.0% | $21.34万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $258.08万 | 0.18% | 68,391 | 3,866 | 6.0% | $14.59万 | 加仓 |
| AVGO | BROADCOM INC | $256.33万 | 0.18% | 8,211 | 244 | 3.1% | $7.62万 | 加仓 |
| XLK | STATE STREET | $255.48万 | 0.17% | 19,223 | -1,425 | -6.9% | -$18.94万 | 减仓 |
| GLD | SPDR GOLD TR | $243.50万 | 0.17% | 5,659 | 561 | 11.0% | $24.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $242.86万 | 0.17% | 11,257 | 207 | 1.9% | $4.47万 | 加仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER F2 | $242.29万 | 0.17% | 36,823 | 36,823 | — | $242.29万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $239.76万 | 0.16% | 56,326 | 11,958 | 27.0% | $50.90万 | 加仓 |
| AVDE | AVANTIS INTL | $239.21万 | 0.16% | 28,195 | 28,195 | — | $239.21万 | 新建仓 |
| IVW | ISHARES S&P | $238.79万 | 0.16% | 21,111 | 17,283 | 451.5% | $195.49万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $237.24万 | 0.16% | 26,027 | 381 | 1.5% | $3.47万 | 加仓 |
| IWM | ISHARES TR | $236.47万 | 0.16% | 9,535 | 8,715 | 1,062.8% | $216.13万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $235.89万 | 0.16% | 51,403 | 3,729 | 7.8% | $17.11万 | 加仓 |
| CDC | VICTORYSHARES U S | $234.74万 | 0.16% | 32,864 | 1,112 | 3.5% | $7.94万 | 加仓 |
| — | SCHWAB GOVERNMENT MONEY ULTRA | $228.26万 | 0.16% | 2,282,625 | 2,282,625 | — | $228.26万 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $225.53万 | 0.15% | 22,044 | -751 | -3.3% | -$7.68万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $222.16万 | 0.15% | 96,979 | 79,857 | 466.4% | $182.94万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $221.74万 | 0.15% | 6,747 | 1,310 | 24.1% | $43.05万 | 加仓 |
| NKE | NIKE INC | $221.36万 | 0.15% | 47,463 | 4,836 | 11.3% | $22.55万 | 加仓 |
| SLV | ISHARES SILVER TR | $219.70万 | 0.15% | 32,243 | -2,545 | -7.3% | -$17.34万 | 减仓 |
| IJS | ISHARES S&P | $219.10万 | 0.15% | 18,497 | 18,497 | — | $219.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $218.08万 | 0.15% | 3,078 | 543 | 21.4% | $38.47万 | 加仓 |
| MPC | MARATHON PETROLEUM | $213.94万 | 0.15% | 8,761 | 9 | 0.1% | $2,198 | 加仓 |
| PFE | PFIZER INC | $213.50万 | 0.15% | 76,033 | 8,124 | 12.0% | $22.81万 | 加仓 |
| EEM | ISHARES MSCI | $212.62万 | 0.15% | 37,439 | 37,439 | — | $212.62万 | 新建仓 |
| ET | ENERGY TRANSFER | $205.04万 | 0.14% | 106,237 | 35,723 | 50.7% | $68.95万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | $204.81万 | 0.14% | 5,240 | 253 | 5.1% | $9.89万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $198.56万 | 0.14% | 25,660 | 1,739 | 7.3% | $13.46万 | 加仓 |
| — | ALBEMARLE CORP | $193.57万 | 0.13% | 26,940 | -1,810 | -6.3% | -$13.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $188.70万 | 0.13% | 3,319 | 151 | 4.8% | $8.58万 | 加仓 |
| PANW | PALO ALTO | $185.61万 | 0.13% | 10,583 | 951 | 9.9% | $16.68万 | 加仓 |
| GE | GE AEROSPACE | $184.62万 | 0.13% | 6,506 | 82 | 1.3% | $2.33万 | 加仓 |
| JPST | JPMORGAN | $183.26万 | 0.13% | 36,211 | 4,602 | 14.6% | $23.29万 | 加仓 |
| FMB | FIRST TRUST | $181.66万 | 0.12% | 35,858 | -2,126 | -5.6% | -$10.77万 | 减仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $181.14万 | 0.12% | 46,126 | 5,811 | 14.4% | $22.82万 | 加仓 |
| IONQ | IONQ INC | $180.88万 | 0.12% | 62,738 | 15,682 | 33.3% | $45.21万 | 加仓 |
| CSCO | CISCO SYS INC | $178.02万 | 0.12% | 22,182 | -630 | -2.8% | -$5.06万 | 减仓 |
| ITA | ISHARES AEROSPACE | $175.46万 | 0.12% | 8,021 | 684 | 9.3% | $14.96万 | 加仓 |
| CFA | VICTORYSHARES US | $173.54万 | 0.12% | 18,970 | -1,993 | -9.5% | -$18.23万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $169.96万 | 0.12% | 7,855 | 5,589 | 246.6% | $120.93万 | 加仓 |
| NSC | NORFOLK SOUTHERN | $169.54万 | 0.12% | 5,907 | 157 | 2.7% | $4.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $168.81万 | 0.12% | 44,592 | 11 | 0.0% | $416 | 加仓 |
| GLW | CORNING INC | $164.72万 | 0.11% | 12,115 | 7,162 | 144.6% | $97.38万 | 加仓 |
| CGBL | CAPITAL GROUP | $162.51万 | 0.11% | 47,229 | 16,030 | 51.4% | $55.16万 | 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 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $160.29万 | 0.11% | 5,176 | 1,044 | 25.3% | $32.33万 | 加仓 |
| ABNB | AIRBNB INC | $159.39万 | 0.11% | 11,653 | 972 | 9.1% | $13.29万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $158.79万 | 0.11% | 23,420 | 592 | 2.6% | $4.01万 | 加仓 |
| DUK | DUKE ENERGY | $155.86万 | 0.11% | 11,903 | 676 | 6.0% | $8.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $155.07万 | 0.11% | 16,645 | -65 | -0.4% | -$6,056 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $153.44万 | 0.11% | 1,539 | 84 | 5.8% | $8.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $151.34万 | 0.10% | 4,265 | 466 | 12.3% | $16.54万 | 加仓 |
| IQLT | ISHARES MSCI | $149.87万 | 0.10% | 32,419 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US | $147.02万 | 0.10% | 50,471 | 564 | 1.1% | $1.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $144.79万 | 0.10% | 28,862 | 1,783 | 6.6% | $8.94万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $144.26万 | 0.10% | 11,005 | 855 | 8.4% | $11.21万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $143.23万 | 0.10% | 19,071 | -235 | -1.2% | -$1.76万 | 减仓 |
| ENB | ENBRIDGE INC | $142.97万 | 0.10% | 26,407 | 3,147 | 13.5% | $17.04万 | 加仓 |
| WDC | WESTERN DIGITAL | $142.29万 | 0.10% | 5,260 | -490 | -8.5% | -$13.25万 | 减仓 |
| FDX | FEDEX CORP | $141.05万 | 0.10% | 3,618 | 34 | 0.9% | $1.33万 | 加仓 |
| IUSG | ISHARES S&P | $139.65万 | 0.10% | 9,003 | 28 | 0.3% | $4,343 | 加仓 |
| TER | TERADYNE INC | $138.87万 | 0.10% | 4,684 | -458 | -8.9% | -$13.58万 | 减仓 |
| IBM | IBM CORP | $138.81万 | 0.09% | 5,732 | 4 | 0.1% | $969 | 加仓 |
| FYX | FIRST TRUST | $137.14万 | 0.09% | 11,490 | -2,956 | -20.5% | -$35.28万 | 减仓 |
| ALB | ALBEMARLE CORP | $136.04万 | 0.09% | 7,578 | 5,303 | 233.1% | $95.20万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $134.35万 | 0.09% | 27,172 | 640 | 2.4% | $3.16万 | 加仓 |
| SO | SOUTHERN COMPANY | $132.32万 | 0.09% | 13,709 | 588 | 4.5% | $5.68万 | 加仓 |
| SPDW | STATE STREET | $131.73万 | 0.09% | 28,857 | 1,583 | 5.8% | $7.23万 | 加仓 |
| VSDA | VICTORYSHARES DIVIDEND | $130.20万 | 0.09% | 23,890 | 524 | 2.2% | $2.86万 | 加仓 |
| DE | DEERE & CO | $130.04万 | 0.09% | 2,309 | 481 | 26.3% | $27.09万 | 加仓 |
| B | BARRICK MINING | $126.84万 | 0.09% | 31,095 | -6,072 | -16.3% | -$24.77万 | 减仓 |
| XAR | STATE STREER | $123.87万 | 0.08% | 4,877 | 3,703 | 315.4% | $94.05万 | 加仓 |
| MMM | 3M COMPANY | $123.06万 | 0.08% | 8,473 | 35 | 0.4% | $5,083 | 加仓 |
| BILS | STATE STREET | $122.62万 | 0.08% | 12,331 | 2,135 | 20.9% | $21.23万 | 加仓 |
| VFMV | VANGUARD US | $121.94万 | 0.08% | 9,152 | 149 | 1.7% | $1.99万 | 加仓 |
| D | DOMINION ENERGY INC | $118.80万 | 0.08% | 19,203 | 888 | 4.8% | $5.49万 | 加仓 |
| VFVA | VANGUARD US | $117.71万 | 0.08% | 8,744 | 75 | 0.9% | $1.01万 | 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 |
| IBIT | ISHARES BITCOIN TRUST ETF | $115.46万 | 0.08% | 30,051 | 9,232 | 44.3% | $35.47万 | 加仓 |
| CLX | CLOROX COMPANY | $115.08万 | 0.08% | 11,105 | 11,105 | — | $115.08万 | 新建仓 |
| VXUS | VANGUARD TOTAL | $112.77万 | 0.08% | 14,625 | 1,059 | 7.8% | $8.17万 | 加仓 |
| BTI | BRITISH AMERN | $112.50万 | 0.08% | 19,241 | 1,685 | 9.6% | $9.85万 | 加仓 |
| ZAP | GLOBAL X | $111.00万 | 0.08% | 34,515 | 17,258 | 100.0% | $55.50万 | 加仓 |
| VEA | VANGUARD FTSE | $110.14万 | 0.08% | 17,187 | -2,347 | -12.0% | -$15.04万 | 减仓 |
| IP | INTL PAPER | $109.86万 | 0.08% | 30,773 | -50 | -0.2% | -$1,785 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $109.20万 | 0.07% | 11,767 | -6 | -0.1% | -$557 | 减仓 |
| XNIEX | VIRTUS EQUITY | $109.19万 | 0.07% | 46,742 | -1,871 | -3.8% | -$4.37万 | 减仓 |
| — | AMERICAN FUNDS NEW ECONOMY F2 | $108.34万 | 0.07% | 13,569 | 13,569 | — | $108.34万 | 新建仓 |
| TJX | TJX COS INC NEW | $106.79万 | 0.07% | 6,789 | -600 | -8.1% | -$9.44万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $106.61万 | 0.07% | 4,486 | 257 | 6.1% | $6.11万 | 加仓 |
| JAAA | JANUS HENDERSON | $104.11万 | 0.07% | 20,670 | 4,825 | 30.5% | $24.30万 | 加仓 |
| — | AMERICAN FUNDS NEW WORLD F2 | $103.74万 | 0.07% | 10,237 | 10,237 | — | $103.74万 | 新建仓 |
| MUB | ISHARES NATIONAL | $103.56万 | 0.07% | 9,756 | 7,523 | 336.9% | $79.86万 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $102.87万 | 0.07% | 10,638 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $101.91万 | 0.07% | 6,927 | 200 | 3.0% | $2.94万 | 加仓 |
| IWL | ISHARES RUSSELL | $100.43万 | 0.07% | 6,258 | 6,258 | — | $100.43万 | 新建仓 |
| APAM | ARTISAN PARTNERS | $100.13万 | 0.07% | 27,517 | 2,726 | 11.0% | $9.92万 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $99.25万 | 0.07% | 6,774 | 12 | 0.2% | $1,758 | 加仓 |
| QYLD | GLOBAL X | $99.19万 | 0.07% | 57,839 | 3,206 | 5.9% | $5.50万 | 加仓 |
| FTSM | FIRST TRUST | $98.56万 | 0.07% | 16,487 | 16,487 | — | $98.56万 | 新建仓 |