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 |
|---|---|---|---|---|---|---|---|---|
| MDYV | STATE STREET | $98.14万 | 0.07% | 11,525 | 252 | 2.2% | $2.15万 | 加仓 |
| SLYV | STATE STREET | $97.08万 | 0.07% | 10,265 | 53 | 0.5% | $5,013 | 加仓 |
| KMB | KIMBERLY CLARK | $96.64万 | 0.07% | 10,018 | 2,739 | 37.6% | $26.42万 | 加仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $95.37万 | 0.07% | 9,515 | -360 | -3.6% | -$3.61万 | 减仓 |
| TOST | TOAST INC | $95.12万 | 0.07% | 35,880 | 18,200 | 102.9% | $48.25万 | 加仓 |
| VV | VANGUARD LARGE | $94.53万 | 0.06% | 3,163 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA | $94.39万 | 0.06% | 6,512 | 267 | 4.3% | $3.87万 | 加仓 |
| — | TEVA PHARMACEUTICAL | $91.84万 | 0.06% | 30,491 | -3,853 | -11.2% | -$11.61万 | 减仓 |
| PAVE | GLOBAL X | $90.09万 | 0.06% | 17,730 | 8,627 | 94.8% | $43.83万 | 加仓 |
| GRID | FIRST TRUST | $90.04万 | 0.06% | 5,504 | 36 | 0.7% | $5,889 | 加仓 |
| HIMU | ISHARES HIGH | $89.50万 | 0.06% | 18,653 | -14,866 | -44.4% | -$71.33万 | 减仓 |
| GS | GOLDMAN SACHS | $87.92万 | 0.06% | 1,039 | 418 | 67.3% | $35.37万 | 加仓 |
| JHMD | JOHN HANCOCK | $87.15万 | 0.06% | 20,568 | 20,568 | — | $87.15万 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL | $86.55万 | 0.06% | 17,689 | 2,648 | 17.6% | $12.96万 | 加仓 |
| WM | WASTE MANAGEMENT | $86.17万 | 0.06% | 3,750 | 976 | 35.2% | $22.43万 | 加仓 |
| MO | ALTRIA GROUP | $86.12万 | 0.06% | 13,051 | 1,518 | 13.2% | $10.02万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.01万 | 0.06% | 16,932 | 23 | 0.1% | $1,168 | 加仓 |
| ITW | ILLINOIS TOOL | $85.78万 | 0.06% | 3,296 | -227 | -6.4% | -$5.91万 | 减仓 |
| USB | U S BANCORP DE | $85.23万 | 0.06% | 16,386 | 2,582 | 18.7% | $13.43万 | 加仓 |
| DNP | DNP SELECT | $84.87万 | 0.06% | 82,394 | -397 | -0.5% | -$4,089 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $84.35万 | 0.06% | 21,332 | 830 | 4.0% | $3.28万 | 加仓 |
| RH | RH | $83.42万 | 0.06% | 6,301 | 944 | 17.6% | $12.50万 | 加仓 |
| BNY | BANK NEW YORK MELLON COR | $83.24万 | 0.06% | 6,977 | -116 | -1.6% | -$1.38万 | 减仓 |
| QCOM | QUALCOMM INC | $83.03万 | 0.06% | 6,448 | -78 | -1.2% | -$1.00万 | 减仓 |
| VONG | VANGUARD RUSSELL | $82.98万 | 0.06% | 7,565 | -47 | -0.6% | -$5,155 | 减仓 |
| KLAC | KLA CORP | $81.77万 | 0.06% | 555 | 1 | 0.2% | $1,473 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $80.94万 | 0.06% | 18,537 | 137 | 0.7% | $5,982 | 加仓 |
| SPTM | STATE STREET | $80.57万 | 0.06% | 10,191 | 4,454 | 77.6% | $35.22万 | 加仓 |
| AIQ | GLOBAL X | $79.65万 | 0.05% | 17,066 | 687 | 4.2% | $3.21万 | 加仓 |
| CGCB | CAPITAL GROUP | $78.84万 | 0.05% | 30,023 | 16,722 | 125.7% | $43.91万 | 加仓 |
| FV | FIRST TRUST | $78.08万 | 0.05% | 12,919 | 1 | 0.0% | $60 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HL | $78.00万 | 0.05% | 8,873 | -54 | -0.6% | -$4,747 | 减仓 |
| SLB | SLB LTD | $77.43万 | 0.05% | 15,067 | 657 | 4.6% | $3.38万 | 加仓 |
| KR | KROGER CO | $77.01万 | 0.05% | 10,813 | -7 | -0.1% | -$499 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $76.76万 | 0.05% | 9,363 | -687 | -6.8% | -$5.63万 | 减仓 |
| FTV | FORTIVE CORP | $75.93万 | 0.05% | 13,736 | 721 | 5.5% | $3.99万 | 加仓 |
| VTHR | VANGUARD RUSSELL | $75.20万 | 0.05% | 2,615 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET | $73.35万 | 0.05% | 5,026 | 3 | 0.1% | $438 | 加仓 |
| BOTZ | GLOBAL X | $73.30万 | 0.05% | 22,064 | 38 | 0.2% | $1,262 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLD LP | $73.27万 | 0.05% | 18,987 | 39 | 0.2% | $1,505 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $72.72万 | 0.05% | 13,072 | -77 | -0.6% | -$4,284 | 减仓 |
| QQQI | NEOS NASDAQ | $72.45万 | 0.05% | 14,580 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GROUP | $72.35万 | 0.05% | 26,650 | 2,354 | 9.7% | $6.39万 | 加仓 |
| AMGN | AMGEN INC | $72.16万 | 0.05% | 2,052 | 451 | 28.2% | $15.86万 | 加仓 |
| O | REALTY INCOME | $71.87万 | 0.05% | 11,748 | 2,388 | 25.5% | $14.61万 | 加仓 |
| RTX | RTX CORP | $71.30万 | 0.05% | 3,696 | -15 | -0.4% | -$2,894 | 减仓 |
| SIZE | ISHARES MSCI USA SIZE FACTOR ETF | $70.36万 | 0.05% | 4,369 | -212 | -4.6% | -$3.41万 | 减仓 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $69.94万 | 0.05% | 9,269 | 805 | 9.5% | $6.07万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $69.18万 | 0.05% | 11,050 | 722 | 7.0% | $4.52万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $69.12万 | 0.05% | 12,656 | -274,438 | -95.6% | -$1,498.80万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $68.95万 | 0.05% | 14,200 | 230 | 1.6% | $1.12万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW CLASS CLASS A | $68.90万 | 0.05% | 30,079 | -825 | -2.7% | -$1.89万 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $68.71万 | 0.05% | 13,517 | -83 | -0.6% | -$4,219 | 减仓 |
| — | METROPOLITAN WASH 6.5 41TOLL TRAN DUE 10/01/41ASSURED GUARANTY COR | $68.54万 | 0.05% | 675,000 | 675,000 | — | $68.54万 | 新建仓 |
| AXP | AMERICAN EXPRESS | $68.11万 | 0.05% | 2,252 | 140 | 6.6% | $4.23万 | 加仓 |
| RLY | STATE STREET | $67.09万 | 0.05% | 18,558 | -199 | -1.1% | -$7,194 | 减仓 |
| TFLO | ISHARES TREASURY | $66.60万 | 0.05% | 13,154 | 74 | 0.6% | $3,747 | 加仓 |
| MA | MASTERCARD INCORPORATED | $66.01万 | 0.05% | 1,321 | 144 | 12.2% | $7.20万 | 加仓 |
| WELL | WELLTOWER INC | $64.91万 | 0.04% | 3,283 | 118 | 3.7% | $2.33万 | 加仓 |
| GEV | GE VERNOVA INC | $64.83万 | 0.04% | 739 | 174 | 30.8% | $15.26万 | 加仓 |
| TRV | TRAVELERS COS | $64.51万 | 0.04% | 2,212 | 87 | 4.1% | $2.54万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $62.18万 | 0.04% | 6,802 | 625 | 10.1% | $5.71万 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $61.62万 | 0.04% | 9,321 | -812 | -8.0% | -$5.37万 | 减仓 |
| NOBL | PROSHARES S&P | $60.23万 | 0.04% | 5,681 | 1,207 | 27.0% | $12.80万 | 加仓 |
| ESGV | VANGUARD ESG | $59.86万 | 0.04% | 5,332 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $59.15万 | 0.04% | 7,426 | 425 | 6.1% | $3.39万 | 加仓 |
| SPLV | INVESCO S&P | $59.01万 | 0.04% | 8,068 | 3,162 | 64.5% | $23.13万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE | $58.93万 | 0.04% | 7,122 | 180 | 2.6% | $1.49万 | 加仓 |
| — | GS FIN CORP. 0 26 DUE 12/03/26 | $58.74万 | 0.04% | 500,000 | 500,000 | — | $58.74万 | 新建仓 |
| QLTA | ISHARES AAA | $58.07万 | 0.04% | 12,202 | -1,206 | -9.0% | -$5.74万 | 减仓 |
| PRME | PRIME MEDICINE | $57.77万 | 0.04% | 166,010 | 36,345 | 28.0% | $12.65万 | 加仓 |
| — | GRAND PARKWAY TR 5.85 47TOLL TRAN DUE 10/01/47 | $57.51万 | 0.04% | 550,000 | 550,000 | — | $57.51万 | 新建仓 |
| FBND | FIDELITY TOTAL | $57.14万 | 0.04% | 12,526 | 678 | 5.7% | $3.09万 | 加仓 |
| MS | MORGAN STANLEY | $57.13万 | 0.04% | 3,471 | 1,764 | 103.3% | $29.03万 | 加仓 |
| UITB | VICTORYSHARES CORE | $56.84万 | 0.04% | 12,090 | 650 | 5.7% | $3.06万 | 加仓 |
| INTC | INTEL CORP | $56.66万 | 0.04% | 12,840 | -212 | -1.6% | -$9,356 | 减仓 |
| LIN | LINDE PLC | $56.64万 | 0.04% | 1,142 | -16 | -1.4% | -$7,935 | 减仓 |
| SPMD | STATE STREET | $56.26万 | 0.04% | 9,500 | 654 | 7.4% | $3.87万 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $56.20万 | 0.04% | 13,489 | -256 | -1.9% | -$1.07万 | 减仓 |
| QEFA | STATE STREET | $56.11万 | 0.04% | 6,016 | 263 | 4.6% | $2.45万 | 加仓 |
| BDX | BECTON DICKINSON | $55.82万 | 0.04% | 3,550 | 13 | 0.4% | $2,044 | 加仓 |
| — | SCHWAB GOVERNMENT MONEY INV | $55.74万 | 0.04% | 557,430 | 557,430 | — | $55.74万 | 新建仓 |
| SPTS | STATE STREET | $55.25万 | 0.04% | 18,935 | 100 | 0.5% | $2,918 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $54.50万 | 0.04% | 7,531 | 4,548 | 152.5% | $32.92万 | 加仓 |
| EMR | EMERSON ELECTRIC | $54.02万 | 0.04% | 4,123 | 1,526 | 58.8% | $19.99万 | 加仓 |
| — | NEW YORK N Y CITY T 5 43COMB TAX DUE 02/01/43 | $53.85万 | 0.04% | 500,000 | 500,000 | — | $53.85万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $53.72万 | 0.04% | 3,863 | -519 | -11.8% | -$7.22万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.51万 | 0.04% | 1,840 | 193 | 11.7% | $5.51万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $51.82万 | 0.04% | 4,623 | 4,623 | — | $51.82万 | 新建仓 |
| AMAT | APPLIED MATERIALS | $51.08万 | 0.03% | 1,494 | -29 | -1.9% | -$9,915 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $51.02万 | 0.03% | 5,886 | -16 | -0.3% | -$1,387 | 减仓 |
| OUNZ | VANECK MERK | $50.70万 | 0.03% | 11,253 | 1,450 | 14.8% | $6.53万 | 加仓 |
| COR | CENCORA INC | $50.54万 | 0.03% | 1,609 | 514 | 46.9% | $16.14万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICAL | $50.16万 | 0.03% | 8,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.12万 | 0.03% | 1,624 | -300 | -15.6% | -$9.26万 | 减仓 |
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | $50.02万 | 0.03% | 16,270 | 223 | 1.4% | $6,856 | 加仓 |
| IDV | ISHARES INTL | $49.85万 | 0.03% | 11,713 | 664 | 6.0% | $2.83万 | 加仓 |
| ASML | ASML HOLDING | $49.84万 | 0.03% | 377 | 19 | 5.3% | $2.51万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $49.78万 | 0.03% | 2,392 | 865 | 56.6% | $18.00万 | 加仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $49.65万 | 0.03% | 7,632 | -538 | -6.6% | -$3.50万 | 减仓 |