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 |
|---|---|---|---|---|---|---|---|---|
| XNTK | STATE STREET | $48.63万 | 0.03% | 1,905 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $48.09万 | 0.03% | 4,152 | 1,627 | 64.4% | $18.85万 | 加仓 |
| TFC | TRUIST FINANCIAL | $48.08万 | 0.03% | 10,459 | 1,996 | 23.6% | $9.18万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $47.82万 | 0.03% | 18,086 | 1,272 | 7.6% | $3.36万 | 加仓 |
| BX | BLACKSTONE INC | $47.61万 | 0.03% | 4,141 | 518 | 14.3% | $5.96万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $47.20万 | 0.03% | 7,270 | -2,905 | -28.6% | -$18.86万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $47.20万 | 0.03% | 14,359 | 14,359 | — | $47.20万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $47.08万 | 0.03% | 2,911 | -5,769 | -66.5% | -$93.31万 | 减仓 |
| COIN | COINBASE GLOBAL | $46.34万 | 0.03% | 2,654 | 393 | 17.4% | $6.86万 | 加仓 |
| XES | STATE STREET | $46.10万 | 0.03% | 3,963 | 5 | 0.1% | $582 | 加仓 |
| ECL | ECOLAB INC | $45.72万 | 0.03% | 1,719 | -18 | -1.0% | -$4,787 | 减仓 |
| RAL | RALLIANT CORP | $45.70万 | 0.03% | 10,989 | 2,215 | 25.2% | $9.21万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.67万 | 0.03% | 7,530 | 162 | 2.2% | $9,825 | 加仓 |
| GSK | GSK PLC | $45.29万 | 0.03% | 8,206 | -871 | -9.6% | -$4.81万 | 减仓 |
| EFV | ISHARES MSCI | $45.07万 | 0.03% | 6,062 | 6,062 | — | $45.07万 | 新建仓 |
| ADBE | ADOBE INC | $45.05万 | 0.03% | 1,852 | 829 | 81.0% | $20.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.89万 | 0.03% | 2,205 | 314 | 16.6% | $6.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.22万 | 0.03% | 14,412 | 1,798 | 14.3% | $5.52万 | 加仓 |
| VLU | STATE STREET | $44.13万 | 0.03% | 2,053 | 3 | 0.1% | $645 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC CLASS CLASS A | $44.00万 | 0.03% | 16,297 | 7,074 | 76.7% | $19.10万 | 加仓 |
| SWK | STANLEY BLACK | $42.88万 | 0.03% | 6,034 | 1,049 | 21.0% | $7.45万 | 加仓 |
| VST | VISTRA CORP | $42.76万 | 0.03% | 2,845 | -470 | -14.2% | -$7.06万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL | $42.46万 | 0.03% | 5,745 | -199 | -3.3% | -$1.47万 | 减仓 |
| TMO | THERMO FISHER | $42.44万 | 0.03% | 863 | -32 | -3.6% | -$1.57万 | 减仓 |
| JEPQ | JPMORGAN | $42.32万 | 0.03% | 7,622 | 2,801 | 58.1% | $15.55万 | 加仓 |
| SHEL | SHELL PLC | $42.15万 | 0.03% | 4,541 | 4,541 | — | $42.15万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $42.08万 | 0.03% | 4,848 | -100 | -2.0% | -$8,679 | 减仓 |
| ATI | ATI INC | $42.04万 | 0.03% | 2,890 | 15 | 0.5% | $2,182 | 加仓 |
| CIBR | FIRST TRUST | $41.53万 | 0.03% | 6,625 | 416 | 6.7% | $2.61万 | 加仓 |
| RGTI | RIGETTI COMPUTING | $41.33万 | 0.03% | 29,440 | -325 | -1.1% | -$4,563 | 减仓 |
| — | PANASONIC HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $41.11万 | 0.03% | 20,035 | 20,035 | — | $41.11万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $41.10万 | 0.03% | 12,757 | 372 | 3.0% | $1.20万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $41.02万 | 0.03% | 8,221 | 2 | 0.0% | $100 | 加仓 |
| CGXU | CAPITAL GROUP | $40.85万 | 0.03% | 13,852 | 1,179 | 9.3% | $3.48万 | 加仓 |
| AVUV | AVANTIS U S | $40.80万 | 0.03% | 3,693 | 2 | 0.1% | $221 | 加仓 |
| — | EATON VANCE | $40.59万 | 0.03% | 28,150 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $40.47万 | 0.03% | 16,348 | -1 | -0.0% | -$25 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $39.77万 | 0.03% | 2,357 | -1 | -0.0% | -$169 | 减仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $39.73万 | 0.03% | 4,104 | 291 | 7.6% | $2.82万 | 加仓 |
| IUSB | ISHARES CORE | $39.61万 | 0.03% | 8,575 | 1,235 | 16.8% | $5.70万 | 加仓 |
| RKLB | ROCKET LAB CORP | $39.41万 | 0.03% | 6,137 | 1,144 | 22.9% | $7.35万 | 加仓 |
| COP | CONOCOPHILLIPS | $38.93万 | 0.03% | 2,949 | 24 | 0.8% | $3,168 | 加仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $38.73万 | 0.03% | 14,246 | -31,047 | -68.5% | -$84.40万 | 减仓 |
| — | STATE STREET | $38.72万 | 0.03% | 5,583 | 399 | 7.7% | $2.77万 | 加仓 |
| MGC | VANGUARD MEGA | $38.69万 | 0.03% | 1,637 | 10 | 0.6% | $2,364 | 加仓 |
| SPBO | STATE STREET | $38.63万 | 0.03% | 13,308 | 1,807 | 15.7% | $5.25万 | 加仓 |
| SHAK | SHAKE SHACK | $38.23万 | 0.03% | 3,740 | 3,740 | — | $38.23万 | 新建仓 |
| AMLP | ALPS ETF TR | $37.85万 | 0.03% | 7,191 | -468 | -6.1% | -$2.46万 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $37.56万 | 0.03% | 10,213 | 4,083 | 66.6% | $15.01万 | 加仓 |
| SPYI | NEOS S&P | $37.42万 | 0.03% | 7,580 | 1,400 | 22.7% | $6.91万 | 加仓 |
| VPLS | VANGUARD CORE | $37.34万 | 0.03% | 4,813 | -81 | -1.7% | -$6,285 | 减仓 |
| FPE | FIRST TRUST | $37.16万 | 0.03% | 20,934 | 5,622 | 36.7% | $9.98万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.16万 | 0.03% | 1,278 | 155 | 13.8% | $4.51万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $36.64万 | 0.03% | 6,344 | 1,093 | 20.8% | $6.31万 | 加仓 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $36.63万 | 0.03% | 7,200 | 7,200 | — | $36.63万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $35.80万 | 0.02% | 10,280 | -1,012 | -9.0% | -$3.52万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $35.66万 | 0.02% | 1,516 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA | $35.64万 | 0.02% | 7,201 | 1,582 | 28.2% | $7.83万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35.47万 | 0.02% | 4,908 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $35.37万 | 0.02% | 2,275 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $35.24万 | 0.02% | 4,067 | 237 | 6.2% | $2.05万 | 加仓 |
| OKE | ONEOK INC | $35.00万 | 0.02% | 3,872 | 234 | 6.4% | $2.12万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $34.94万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| BLCR | ISHARES LARGE | $34.90万 | 0.02% | 8,500 | 8,500 | — | $34.90万 | 新建仓 |
| IFF | INTL FLAVOR & FRAGRANCE | $34.88万 | 0.02% | 4,808 | 17 | 0.4% | $1,233 | 加仓 |
| SCCO | SOUTHERN COPPER | $34.72万 | 0.02% | 2,018 | -140 | -6.5% | -$2.41万 | 减仓 |
| NVS | NOVARTIS AG | $34.46万 | 0.02% | 2,280 | 55 | 2.5% | $8,313 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $34.32万 | 0.02% | 5,092 | 123 | 2.5% | $8,290 | 加仓 |
| VBR | VANGUARD SMALL | $34.07万 | 0.02% | 1,568 | 15 | 1.0% | $3,260 | 加仓 |
| ACWV | ISHARES MSCI | $33.97万 | 0.02% | 2,842 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE | $33.93万 | 0.02% | 2,500 | 2,500 | — | $33.93万 | 新建仓 |
| BNDX | VANGUARD TOTAL | $33.88万 | 0.02% | 7,052 | 1,008 | 16.7% | $4.84万 | 加仓 |
| ACHR | ARCHER AVIATION INC CLASS A | $33.57万 | 0.02% | 59,552 | 24,253 | 68.7% | $13.67万 | 加仓 |
| HELO | JPMORGAN HEDGED | $33.51万 | 0.02% | 5,243 | 5,243 | — | $33.51万 | 新建仓 |
| — | PIMCO STRATEGIC INCOME FD | $33.48万 | 0.02% | 62,463 | 4,522 | 7.8% | $2.42万 | 加仓 |
| EMLC | VANECK JPM | $33.28万 | 0.02% | 13,253 | 2,195 | 19.8% | $5.51万 | 加仓 |
| EVRG | EVERGY INC | $33.23万 | 0.02% | 4,057 | -765 | -15.9% | -$6.27万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $33.15万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $33.10万 | 0.02% | 1,592 | 44 | 2.8% | $9,149 | 加仓 |
| BLK | BLACKROCK FDG | $33.08万 | 0.02% | 344 | 43 | 14.3% | $4.14万 | 加仓 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $32.67万 | 0.02% | 2,724 | 464 | 20.5% | $5.56万 | 加仓 |
| MP | MP MATERIALS | $32.62万 | 0.02% | 6,760 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE | $32.59万 | 0.02% | 3,615 | -90 | -2.4% | -$8,113 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $31.94万 | 0.02% | 3,565 | 114 | 3.3% | $1.02万 | 加仓 |
| DTCR | GLOBAL X | $31.94万 | 0.02% | 13,330 | 676 | 5.3% | $1.62万 | 加仓 |
| TCAL | T ROWE | $31.86万 | 0.02% | 14,257 | -5,743 | -28.7% | -$12.84万 | 重新持有 |
| RIO | RIO TINTO | $31.83万 | 0.02% | 3,412 | -80 | -2.3% | -$7,463 | 减仓 |
| MINT | PIMCO EHNANCED | $31.79万 | 0.02% | 3,161 | -976 | -23.6% | -$9.82万 | 减仓 |
| IXUS | ISHARES CORE | $31.20万 | 0.02% | 3,601 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $31.18万 | 0.02% | 3,513 | 731 | 26.3% | $6.49万 | 加仓 |
| CMI | CUMMINS INC | $30.84万 | 0.02% | 573 | 101 | 21.4% | $5.44万 | 加仓 |
| EUHY | ISHARES GLOBAL | $30.60万 | 0.02% | 5,832 | 5,832 | — | $30.60万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $30.47万 | 0.02% | 1,119 | 10 | 0.9% | $2,723 | 加仓 |
| FIS | FIDELITY NATIONAL | $30.33万 | 0.02% | 6,465 | 249 | 4.0% | $1.17万 | 加仓 |
| LOGI | LOGITECH INTL | $30.27万 | 0.02% | 3,323 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET | $29.98万 | 0.02% | 5,850 | -150 | -2.5% | -$7,686 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $29.94万 | 0.02% | 1,212 | 1,212 | — | $29.94万 | 新建仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $29.90万 | 0.02% | 6,363 | -580 | -8.4% | -$2.73万 | 减仓 |
| TGRT | T ROWE | $29.76万 | 0.02% | 7,570 | -3,161 | -29.5% | -$12.43万 | 减仓 |
| GSLC | GOLDMAN SACHS | $29.58万 | 0.02% | 2,364 | 1 | 0.0% | $125 | 加仓 |