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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE | $29.57万 | 0.02% | 2,187 | 19 | 0.9% | $2,569 | 加仓 |
| MLPA | GLOBAL X | $29.19万 | 0.02% | 5,418 | 120 | 2.3% | $6,465 | 加仓 |
| RCL | ROYAL CARIBBEAN | $29.17万 | 0.02% | 1,060 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET | $28.96万 | 0.02% | 2,657 | -660 | -19.9% | -$7.19万 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $28.69万 | 0.02% | 893 | -10 | -1.1% | -$3,213 | 减仓 |
| AVEM | AVANTIS EMERGING | $28.64万 | 0.02% | 3,554 | 3,554 | — | $28.64万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP CLASS CLASS A | $28.52万 | 0.02% | 1,408 | 1,408 | — | $28.52万 | 新建仓 |
| ALL | ALLSTATE CORP | $28.03万 | 0.02% | 1,352 | -566 | -29.5% | -$11.73万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $28.02万 | 0.02% | 2,321 | -46 | -1.9% | -$5,553 | 减仓 |
| IWF | ISHARES RUSSELL | $27.98万 | 0.02% | 656 | -21 | -3.1% | -$8,957 | 减仓 |
| XEL | XCEL ENERGY | $27.97万 | 0.02% | 3,521 | 3,521 | — | $27.97万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE | $27.85万 | 0.02% | 3,017 | 562 | 22.9% | $5.19万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $27.60万 | 0.02% | 405 | 405 | — | $27.60万 | 新建仓 |
| URA | GLOBAL X | $27.54万 | 0.02% | 5,686 | 83 | 1.5% | $4,020 | 加仓 |
| BUFG | FIRST TRUST | $27.53万 | 0.02% | 10,250 | 2,750 | 36.7% | $7.39万 | 加仓 |
| IRM | IRON MOUNTAIN | $27.36万 | 0.02% | 2,679 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $27.30万 | 0.02% | 858 | -89 | -9.4% | -$2.83万 | 减仓 |
| CGMS | CAPITAL GROUP | $27.25万 | 0.02% | 10,007 | 657 | 7.0% | $1.79万 | 加仓 |
| SPTI | STATE STREET | $27.23万 | 0.02% | 9,502 | 1,388 | 17.1% | $3.98万 | 加仓 |
| HEI | HEICO CORP NEW | $26.99万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $26.58万 | 0.02% | 16,438 | 347 | 2.2% | $5,611 | 加仓 |
| TLH | ISHARES 10-20YR | $26.57万 | 0.02% | 2,638 | 2,638 | — | $26.57万 | 新建仓 |
| AGNC | AGNC INVESTMENT | $26.53万 | 0.02% | 26,450 | 8,180 | 44.8% | $8.20万 | 加仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $26.36万 | 0.02% | 4,794 | 325 | 7.3% | $1.79万 | 加仓 |
| — | NEW YORK N Y CIT 5.25 52WRSR UTIL DUE 06/15/52 | $26.28万 | 0.02% | 250,000 | 250,000 | — | $26.28万 | 新建仓 |
| — | GRAND RAPIDS MICH 5 49GO LTX DUE 04/01/49 | $26.11万 | 0.02% | 250,000 | 250,000 | — | $26.11万 | 新建仓 |
| PAA | PLAINS ALL | $26.02万 | 0.02% | 11,653 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $25.99万 | 0.02% | 795 | -12 | -1.5% | -$3,923 | 减仓 |
| SPIP | STATE STREET | $25.87万 | 0.02% | 9,945 | -465 | -4.5% | -$1.21万 | 减仓 |
| SECT | MAIN SECTOR | $25.80万 | 0.02% | 4,272 | -4,341 | -50.4% | -$26.22万 | 减仓 |
| — | BROWARD CNTY FLA SC 5 41GO UTX DUE 07/01/41 | $25.77万 | 0.02% | 250,000 | 250,000 | — | $25.77万 | 新建仓 |
| SCHW | SCHWAB CHARLES | $25.55万 | 0.02% | 2,719 | 679 | 33.3% | $6.38万 | 加仓 |
| IVOV | VANGUARD S&P | $25.47万 | 0.02% | 2,498 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $25.41万 | 0.02% | 1,125 | -932 | -45.3% | -$21.05万 | 减仓 |
| SONO | SONOS INC | $25.19万 | 0.02% | 17,082 | 1,224 | 7.7% | $1.81万 | 加仓 |
| NOV | NOV INC | $25.18万 | 0.02% | 13,388 | -98 | -0.7% | -$1,843 | 减仓 |
| BST | BLACKROCK SCIENCE | $25.02万 | 0.02% | 6,884 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $24.84万 | 0.02% | 1,024 | 1 | 0.1% | $243 | 加仓 |
| USFR | WISDOMTREE FLOATING | $24.69万 | 0.02% | 4,904 | 43 | 0.9% | $2,165 | 加仓 |
| CPRT | COPART INC | $24.55万 | 0.02% | 7,394 | 7,394 | — | $24.55万 | 新建仓 |
| SPHY | STATE STREET | $24.43万 | 0.02% | 10,475 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $24.42万 | 0.02% | 3,739 | 7 | 0.2% | $457 | 加仓 |
| AZN | ASTRAZENECA PLC | $24.40万 | 0.02% | 1,237 | 1,237 | — | $24.40万 | 新建仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $24.36万 | 0.02% | 2,400 | 2,400 | — | $24.36万 | 新建仓 |
| SBUX | STARBUCKS CORP | $24.22万 | 0.02% | 2,666 | 247 | 10.2% | $2.24万 | 加仓 |
| PPL | PPL CORP | $24.20万 | 0.02% | 6,336 | 876 | 16.0% | $3.35万 | 重新持有 |
| RWO | STATE STREET | $24.02万 | 0.02% | 5,249 | 508 | 10.7% | $2.33万 | 加仓 |
| BLCV | ISHARES LARGE | $24.00万 | 0.02% | 6,646 | 6,646 | — | $24.00万 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS | $23.89万 | 0.02% | 28,788 | -300 | -1.0% | -$2,490 | 减仓 |
| CSX | CSX CORP | $23.66万 | 0.02% | 5,764 | -15,667 | -73.1% | -$64.31万 | 减仓 |
| — | AMERICAN FUNDS NEW PERSPECTIVE F2 | $23.65万 | 0.02% | 3,289 | 3,289 | — | $23.65万 | 新建仓 |
| DELL | DELL TECHNOLOGIES | $23.60万 | 0.02% | 1,438 | 1,438 | — | $23.60万 | 新建仓 |
| WSC | WILLSCOT HOLDINGS | $23.53万 | 0.02% | 13,552 | 77 | 0.6% | $1,337 | 加仓 |
| CALM | CAL MAINE FOODS INC | $23.34万 | 0.02% | 2,911 | 2,911 | — | $23.34万 | 新建仓 |
| GEHC | GE HEALTHCARE | $22.93万 | 0.02% | 3,221 | 7 | 0.2% | $498 | 加仓 |
| CGIE | CAPITAL GROUP | $22.92万 | 0.02% | 6,777 | 6,777 | — | $22.92万 | 新建仓 |
| XNEAX | NUVEEN AMT | $22.86万 | 0.02% | 20,359 | 10,000 | 96.5% | $11.23万 | 加仓 |
| SPMO | INVESCO S&P | $22.81万 | 0.02% | 2,034 | 2,034 | — | $22.81万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $22.46万 | 0.02% | 1,045 | 1,045 | — | $22.46万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS | $22.41万 | 0.02% | 516 | 516 | — | $22.41万 | 新建仓 |
| CDL | VICTORYSHARES US | $22.37万 | 0.02% | 3,002 | 3,002 | — | $22.37万 | 新建仓 |
| BSCQ | INVESCO BULLETSHARES | $22.36万 | 0.02% | 11,450 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $22.34万 | 0.02% | 2,425 | 2,425 | — | $22.34万 | 新建仓 |
| IWD | ISHARES RUSSELL | $22.30万 | 0.02% | 1,044 | 1,044 | — | $22.30万 | 新建仓 |
| BLV | VANGUARD LONG | $22.30万 | 0.02% | 3,242 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $22.16万 | 0.02% | 12,042 | 6 | 0.0% | $110 | 加仓 |
| CALF | PACER U S | $22.12万 | 0.02% | 4,929 | -214 | -4.2% | -$9,603 | 减仓 |
| BEN | FRANKLIN RESOURCES | $21.89万 | 0.01% | 9,268 | 16 | 0.2% | $378 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $21.88万 | 0.01% | 773 | -169 | -17.9% | -$4.78万 | 减仓 |
| FE | FIRSTENERGY CORP | $21.82万 | 0.01% | 4,323 | 4,323 | — | $21.82万 | 新建仓 |
| FFLC | FIDELITY FUNDAMENTAL | $21.80万 | 0.01% | 4,251 | 4,251 | — | $21.80万 | 新建仓 |
| AGG | ISHARES CORE | $21.78万 | 0.01% | 2,194 | 4 | 0.2% | $397 | 加仓 |
| PPG | PPG INDUSTRIES | $21.68万 | 0.01% | 2,028 | 2,028 | — | $21.68万 | 新建仓 |
| KVUE | KENVUE INC | $21.50万 | 0.01% | 12,469 | -166 | -1.3% | -$2,862 | 减仓 |
| JNK | STATE STREET | $21.36万 | 0.01% | 2,232 | -18 | -0.8% | -$1,723 | 减仓 |
| UTG | REAVES UTILITY | $21.29万 | 0.01% | 5,420 | 239 | 4.6% | $9,389 | 重新持有 |
| ILMN | ILLUMINA INC | $20.95万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| — | ALPS MEDICAL | $20.94万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $20.90万 | 0.01% | 873 | 873 | — | $20.90万 | 新建仓 |
| WINN | HARBOR LONG | $20.88万 | 0.01% | 7,530 | -50 | -0.7% | -$1,386 | 减仓 |
| RSG | REPUBLIC SERVICES | $20.68万 | 0.01% | 944 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $20.60万 | 0.01% | 20,581 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TRUST | $20.59万 | 0.01% | 6,449 | 6,449 | — | $20.59万 | 新建仓 |
| SPHQ | INVESCO S&P | $20.53万 | 0.01% | 2,730 | -15 | -0.5% | -$1,128 | 减仓 |
| IUSV | ISHARES CORE | $20.29万 | 0.01% | 1,984 | 1,984 | — | $20.29万 | 新建仓 |
| EL | ESTEE LAUDER | $20.23万 | 0.01% | 2,819 | 154 | 5.8% | $1.11万 | 加仓 |
| PYPL | PAYPAL HOLDINGS | $20.20万 | 0.01% | 4,465 | 4,465 | — | $20.20万 | 新建仓 |
| DAL | DELTA AIR LINES INC DEL | $20.08万 | 0.01% | 2,980 | -55 | -1.8% | -$3,707 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $20.05万 | 0.01% | 523 | 523 | — | $20.05万 | 新建仓 |
| BB | BLACKBERRY LTD | $18.10万 | 0.01% | 55,852 | -200 | -0.4% | -$648 | 减仓 |
| HTGC | HERCULES CAPITAL | $18.02万 | 0.01% | 12,198 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $17.44万 | 0.01% | 15,110 | -2,479 | -14.1% | -$2.86万 | 减仓 |
| BPRE | BLUEROCK PRIVATE | $16.67万 | 0.01% | 10,035 | 10,035 | — | $16.67万 | 新建仓 |
| FSK | FS KKR | $15.72万 | 0.01% | 15,444 | -1,156 | -7.0% | -$1.18万 | 减仓 |
| — | CARIBOU BIOSCIENCES | $15.29万 | 0.01% | 80,475 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES | $15.13万 | 0.01% | 21,768 | -4,000 | -15.5% | -$2.78万 | 减仓 |
| — | RAMACO RESOURCES | $15.08万 | 0.01% | 14,788 | 203 | 1.4% | $2,071 | 加仓 |
| RQI | COHEN & STEERS | $12.74万 | 0.01% | 10,577 | 5 | 0.0% | $60 | 加仓 |
| BGB | BLACKSTONE STRATEGIC | $12.39万 | 0.01% | 11,109 | -400 | -3.5% | -$4,460 | 减仓 |
| PCN | PIMCO CORPORATE | $11.90万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |