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 |
|---|---|---|---|---|---|---|---|---|
| — | OHIO ST TPK COMM 5.75 35TPK TRAN DUE 02/15/35 | $11.21万 | 0.01% | 100,000 | 100,000 | — | $11.21万 | 新建仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $10.77万 | 0.01% | 107,729 | 107,729 | — | $10.77万 | 新建仓 |
| — | GRAND PARKWAY TR 5.85 48TOLL TRAN DUE 10/01/48 | $10.44万 | 0.01% | 100,000 | 100,000 | — | $10.44万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $10.41万 | 0.01% | 29,567 | 5,710 | 23.9% | $2.01万 | 加仓 |
| — | FRISCO TEX INDPT SC 3 39GO UTX DUE 02/15/39 | $9.03万 | 0.01% | 100,000 | 100,000 | — | $9.03万 | 新建仓 |
| — | AIRGAIN INC | $8.39万 | 0.01% | 15,261 | -1,500 | -8.9% | -$8,250 | 减仓 |
| NWL | NEWELL BRANDS | $8.30万 | 0.01% | 24,189 | 112 | 0.5% | $384 | 加仓 |
| GRAB | GRAB HOLDINGS | $7.92万 | 0.01% | 21,630 | -530 | -2.4% | -$1,940 | 减仓 |
| IBRX | IMMUNITYBIO INC | $7.67万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS | $5.85万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES | $5.60万 | 0.00% | 11,000 | 11,000 | — | $5.60万 | 新建仓 |
| — | CIM REAL ESTATE FINANCE TRUST INC | $5.52万 | 0.00% | 10,731 | 10,731 | — | $5.52万 | 新建仓 |
| RXRX | RECURSION PHARMS | $4.91万 | 0.00% | 16,000 | 2,000 | 14.3% | $6,140 | 加仓 |
| — | NEW YORK N Y CITY M 3 40WRSR UTIL DUE 06/15/40 | $4.42万 | 0.00% | 50,000 | 50,000 | — | $4.42万 | 新建仓 |
| EDIT | EDITAS MEDICINE | $3.47万 | 0.00% | 14,050 | 0 | 0.0% | — | 不变 |
| — | CALIFORNIA ST 7.5 34GO UTX DUE 04/01/34XTRO TAXBL | $3.44万 | 0.00% | 30,000 | 30,000 | — | $3.44万 | 新建仓 |
| NAK | NORTHERN DYNASTY | $2.52万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE MTG 5.5 27 | $2.48万 | 0.00% | 25,000 | 25,000 | — | $2.48万 | 新建仓 |
| — | SOUTHWESTERN ILL DE 0 26IMPT SCH DUE 12/01/26OID | $2.46万 | 0.00% | 25,000 | 25,000 | — | $2.46万 | 新建仓 |
| — | AINOS INC | $2.02万 | 0.00% | 14,550 | 14,550 | — | $2.02万 | 新建仓 |
| — | SOUTHWESTERN ILL DE 0 26IMPT SCH DUE 12/01/26OID | $1.47万 | 0.00% | 15,000 | 15,000 | — | $1.47万 | 新建仓 |
| — | DIGINEX LTD | $9,602 | 0.00% | 20,000 | 10,000 | 100.0% | $4,801 | 加仓 |
| — | CYPHERPUNK TECHNOLOGIES | $9,306 | 0.00% | 11,712 | 0 | 0.0% | — | 不变 |
| — | GNMA PL 003201M 6.5 32 DUE 02/20/32 | $85 | 0.00% | 50,000 | 50,000 | — | $85 | 新建仓 |
| — | ISHARES HIGH | $0 | 0.00% | 0 | -11,648 | -100.0% | -$34.78万 | 清仓 |
| FIXD | FIRST TRUST | $0 | 0.00% | 0 | -7,793 | -100.0% | -$34.54万 | 清仓 |
| — | VICTORYSHARES INTL | $0 | 0.00% | 0 | -6,062 | -100.0% | -$32.72万 | 清仓 |
| KKR | KKR & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE | $0 | 0.00% | 0 | -456 | -100.0% | -$25.90万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,512 | -100.0% | -$24.55万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -890 | -100.0% | -$23.58万 | 清仓 |
| CHDN | CHURCHILL DOWNS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XME | STATE STREET | $0 | 0.00% | 0 | -2,003 | -100.0% | -$20.76万 | 清仓 |
| SMCI | SUPER MICRO | $0 | 0.00% | 0 | -6,915 | -100.0% | -$20.24万 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -27,325 | -100.0% | -$4.59万 | 清仓 |