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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,792.83万 | 6.02% | 341,115 | -512 | -0.1% | -$13.20万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $7,862.49万 | 5.38% | 115,948 | -1,695 | -1.4% | -$114.94万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5,465.97万 | 3.74% | 714,132 | 190,232 | 36.3% | $1,456.04万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $4,262.64万 | 2.92% | 1,079,697 | 32,322 | 3.1% | $127.61万 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $4,023.24万 | 2.75% | 62,749 | -68 | -0.1% | -$4.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,918.84万 | 2.68% | 216,175 | 974 | 0.5% | $17.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $3,910.75万 | 2.68% | 121,278 | 1,517 | 1.3% | $48.92万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $3,890.88万 | 2.66% | 266,312 | 17,485 | 7.0% | $255.46万 | 加仓 |
| SPYG | STATE STREET | $3,746.42万 | 2.56% | 382,639 | 32,923 | 9.4% | $322.35万 | 加仓 |
| TSLA | TESLA INC | $3,553.40万 | 2.43% | 94,007 | 3,470 | 3.8% | $131.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,156.20万 | 2.16% | 542,488 | -7,914 | -1.4% | -$46.04万 | 减仓 |
| AMZN | AMAZON.COM INC | $2,371.28万 | 1.62% | 98,937 | 2,826 | 2.9% | $67.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $2,349.16万 | 1.61% | 80,199 | -2,650 | -3.2% | -$77.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,239.37万 | 1.53% | 46,784 | 1,181 | 2.6% | $56.53万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,190.37万 | 1.50% | 36,033 | 13 | 0.0% | $7,902 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $2,050.70万 | 1.40% | 34,282 | 1,391 | 4.2% | $83.21万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,999.27万 | 1.37% | 286,188 | 40,911 | 16.7% | $285.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,873.65万 | 1.28% | 49,683 | 1,324 | 2.7% | $49.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,857.12万 | 1.27% | 60,520 | 1,570 | 2.7% | $48.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,448.52万 | 0.99% | 25,017 | 3,796 | 17.9% | $219.79万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,379.96万 | 0.94% | 418,803 | 59,614 | 16.6% | $196.43万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,355.83万 | 0.93% | 401,470 | 22,347 | 5.9% | $75.47万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $1,247.55万 | 0.85% | 169,636 | 5,019 | 3.0% | $36.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS CLASS A | $1,215.22万 | 0.83% | 17 | 0 | 0.0% | — | 不变 |
| JQUA | JPMORGAN US | $1,203.67万 | 0.82% | 196,293 | 9,255 | 4.9% | $56.75万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,171.48万 | 0.80% | 59,589 | -949 | -1.6% | -$18.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,157.54万 | 0.79% | 48,854 | 825 | 1.7% | $19.55万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1,154.19万 | 0.79% | 37,786 | -1,441 | -3.7% | -$44.02万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,013.32万 | 0.69% | 15,378 | 2,954 | 23.8% | $194.65万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,008.00万 | 0.69% | 41,581 | 3,744 | 9.9% | $90.76万 | 加仓 |
| GOOGL | ALPHABET INC | $976.08万 | 0.67% | 31,389 | 1,973 | 6.7% | $61.35万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $936.00万 | 0.64% | 21,468 | 447 | 2.1% | $19.49万 | 加仓 |
| TCAF | T ROWE | $905.62万 | 0.62% | 254,458 | 1,871 | 0.7% | $6.66万 | 加仓 |
| — | EXXON MOBIL CORP | $902.12万 | 0.62% | 53,205 | 597 | 1.1% | $10.12万 | 加仓 |
| SPTL | STATE STREET | $872.02万 | 0.60% | 331,563 | 100,291 | 43.4% | $263.77万 | 加仓 |
| THRO | ISHARES U S | $859.62万 | 0.59% | 237,334 | 19,207 | 8.8% | $69.57万 | 加仓 |
| BIDD | ISHARES INTL | $810.55万 | 0.55% | 285,103 | 38,161 | 15.5% | $108.49万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $746.82万 | 0.51% | 105,426 | 25,143 | 31.3% | $178.11万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $710.45万 | 0.49% | 32,819 | 15 | 0.0% | $3,247 | 加仓 |
| VOOG | VANGUARD S&P | $683.00万 | 0.47% | 16,753 | 124 | 0.7% | $5.06万 | 加仓 |
| T | AT&T INC | $662.54万 | 0.45% | 248,670 | 8,793 | 3.7% | $23.43万 | 加仓 |
| MLN | VANECK LONG MUNI ETF | $661.63万 | 0.45% | 375,301 | 62,696 | 20.1% | $110.53万 | 加仓 |
| MCD | MCDONALDS CORP | $654.16万 | 0.45% | 21,914 | 1,315 | 6.4% | $39.25万 | 加仓 |
| HEFA | ISHARES CURRENCY | $636.16万 | 0.44% | 149,704 | 143,534 | 2,326.3% | $609.94万 | 加仓 |
| BA | BOEING CO | $629.02万 | 0.43% | 28,269 | 1,411 | 5.3% | $31.40万 | 加仓 |
| LOW | LOWES COS INC | $624.93万 | 0.43% | 26,264 | 582 | 2.3% | $13.85万 | 加仓 |
| VOOV | VANGUARD S&P | $610.87万 | 0.42% | 29,976 | 413 | 1.4% | $8.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $606.42万 | 0.42% | 29,310 | 3,416 | 13.2% | $70.68万 | 加仓 |
| — | VANECK CEF MUNICIPAL INCOME ETF | $585.79万 | 0.40% | 270,074 | 49,624 | 22.5% | $107.63万 | 加仓 |
| IVE | ISHARES S&P | $585.01万 | 0.40% | 27,706 | 2,267 | 8.9% | $47.87万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF | $576.89万 | 0.39% | 229,586 | 44,081 | 23.8% | $110.76万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $575.26万 | 0.39% | 144,755 | -10,607 | -6.8% | -$42.15万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $566.52万 | 0.39% | 29,432 | 2,080 | 7.6% | $40.04万 | 加仓 |
| VB | VANGUARD SMALL | $552.80万 | 0.38% | 21,106 | 237 | 1.1% | $6.21万 | 加仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F2 | $547.26万 | 0.37% | 81,256 | 81,256 | — | $547.26万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $538.38万 | 0.37% | 108,175 | 4,040 | 3.9% | $20.11万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $521.30万 | 0.36% | 36,306 | -154 | -0.4% | -$2.21万 | 减仓 |
| VO | VANGUARD MID | $520.75万 | 0.36% | 18,133 | 15 | 0.1% | $4,308 | 加仓 |
| CFO | VICTORYSHARES US | $516.89万 | 0.35% | 69,707 | -3,771 | -5.1% | -$27.96万 | 减仓 |
| PG | PROCTER &GAMBLE CO | $516.61万 | 0.35% | 35,599 | -875 | -2.4% | -$12.70万 | 减仓 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER F2 | $498.55万 | 0.34% | 60,732 | 60,732 | — | $498.55万 | 新建仓 |
| IAU | ISHARES GOLD TR | $463.80万 | 0.32% | 52,609 | -49,035 | -48.2% | -$432.29万 | 减仓 |
| WMT | WALMART INC | $463.44万 | 0.32% | 37,105 | -99 | -0.3% | -$1.24万 | 减仓 |
| IAGG | ISHARES CORE | $414.44万 | 0.28% | 82,822 | 8,870 | 12.0% | $44.39万 | 加仓 |
| ABBV | ABBVIE INC | $411.11万 | 0.28% | 18,934 | 34 | 0.2% | $7,382 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $406.47万 | 0.28% | 21,169 | 1,425 | 7.2% | $27.36万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $404.20万 | 0.28% | 6,364 | -91 | -1.4% | -$5.78万 | 减仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER F2 | $399.58万 | 0.27% | 145,462 | 145,462 | — | $399.58万 | 新建仓 |
| DIS | WALT DISNEY | $395.09万 | 0.27% | 38,553 | 3,713 | 10.7% | $38.05万 | 加仓 |
| LLY | ELI LILLY AND CO | $387.35万 | 0.27% | 4,193 | 620 | 17.4% | $57.28万 | 加仓 |
| SPMB | STATE STREET | $384.45万 | 0.26% | 171,707 | 11,322 | 7.1% | $25.35万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F2 | $375.76万 | 0.26% | 48,436 | 48,436 | — | $375.76万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $372.50万 | 0.25% | 40,139 | 1,310 | 3.4% | $12.16万 | 加仓 |
| DGRO | ISHARES CORE | $358.81万 | 0.25% | 51,127 | 2,581 | 5.3% | $18.11万 | 加仓 |
| VONE | VANGUARD RUSSELL | $350.04万 | 0.24% | 11,861 | 104 | 0.9% | $3.07万 | 加仓 |
| ABT | ABBOTT LABS | $347.98万 | 0.24% | 36,886 | -1,059 | -2.8% | -$9.99万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $336.94万 | 0.23% | 57,942 | 1,630 | 2.9% | $9.48万 | 加仓 |
| HD | HOME DEPOT INC | $329.77万 | 0.23% | 10,028 | 194 | 2.0% | $6.38万 | 加仓 |
| IVOO | VANGUARD S&P | $324.87万 | 0.22% | 28,417 | -194 | -0.7% | -$2.22万 | 减仓 |
| BINC | ISHARES FLEXIBLE | $312.77万 | 0.21% | 60,229 | 8,193 | 15.7% | $42.55万 | 加仓 |
| NFLX | NETFLIX INC | $312.08万 | 0.21% | 32,752 | 3,067 | 10.3% | $29.22万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $310.78万 | 0.21% | 23,879 | 319 | 1.4% | $4.15万 | 加仓 |
| — | WELLS FARGO & C 7.5 PFDCONV SER L | $309.42万 | 0.21% | 2,627 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS AMERICAN BALANCED F2 | $307.35万 | 0.21% | 77,732 | 77,732 | — | $307.35万 | 新建仓 |
| VIOO | VANGUARD S&P | $307.03万 | 0.21% | 26,738 | -210 | -0.8% | -$2.41万 | 减仓 |
| SPYV | STATE STREET | $304.79万 | 0.21% | 53,868 | -592 | -1.1% | -$3.35万 | 减仓 |
| PEP | PEPSICO INC | $304.33万 | 0.21% | 19,562 | 813 | 4.3% | $12.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $300.30万 | 0.21% | 78,045 | 16,684 | 27.2% | $64.20万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $299.05万 | 0.20% | 48,850 | -467 | -0.9% | -$2.86万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $297.10万 | 0.20% | 17,973 | 459 | 2.6% | $7.59万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F2 | $295.55万 | 0.20% | 36,438 | 36,438 | — | $295.55万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $293.79万 | 0.20% | 87,608 | 9,257 | 11.8% | $31.04万 | 加仓 |
| PZA | INVESCO NATIONAL | $290.87万 | 0.20% | 126,574 | 100,138 | 378.8% | $230.12万 | 加仓 |
| RDVY | FIRST TRUST | $282.71万 | 0.19% | 41,404 | 1,374 | 3.4% | $9.38万 | 加仓 |
| MRK | MERCK & CO. INC. | $274.43万 | 0.19% | 23,222 | 469 | 2.1% | $5.54万 | 加仓 |
| DIA | STATE STREET | $270.98万 | 0.19% | 5,850 | -359 | -5.8% | -$16.63万 | 减仓 |
| CGGR | CAPITAL GROUP | $265.61万 | 0.18% | 66,088 | 14,658 | 28.5% | $58.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $263.37万 | 0.18% | 7,322 | 1,641 | 28.9% | $59.03万 | 加仓 |
| V | VISA INC | $260.74万 | 0.18% | 8,618 | 1,192 | 16.1% | $36.06万 | 加仓 |
| KO | COCA COLA CO | $259.96万 | 0.18% | 34,056 | -73 | -0.2% | -$5,572 | 减仓 |