Keystone Financial Group
LEXINGTON KY · SEC CIK 0001729299
$16.86亿2026Q2 申报市值
567持仓数
34.7%前十大占比 · 第一大 5.8%
59 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IALT 新建仓+$770.15万
SPYM 加仓+$744.68万
SPYG 加仓+$717.33万
BLCR 加仓+$708.14万
SPTL 加仓+$530.86万
2026Q2 卖出最多 按季末市值估算
JQUA 减仓-$1,031.24万
SPY 减仓-$605.63万
VGT 减仓-$533.97万
BIDD 减仓-$519.27万
IEMG 减仓-$482.16万
2026Q2 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 | $9,773.35万 | 5.80% | 337,758 | -3,357 | -1.0% | -$97.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,053.04万 | 4.78% | 107,838 | -8,110 | -7.0% | -$605.63万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $7,020.47万 | 4.16% | 798,870 | 84,738 | 11.9% | $744.68万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,114.78万 | 3.63% | 63,366 | 617 | 1.0% | $59.54万 | 加仓 |
| SPYG | STATE STREET | $5,270.35万 | 3.13% | 442,924 | 60,285 | 15.8% | $717.33万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $5,091.42万 | 3.02% | 1,112,874 | 33,177 | 3.1% | $151.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,659.25万 | 2.76% | 80,206 | 7 | 0.0% | $4,066 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,516.50万 | 2.68% | 122,055 | 777 | 0.6% | $28.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,011.90万 | 2.38% | 200,505 | -15,670 | -7.2% | -$313.54万 | 减仓 |
| TSLA | TESLA INC | $3,960.14万 | 2.35% | 94,154 | 147 | 0.2% | $6.18万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,855.95万 | 2.29% | 566,968 | 24,480 | 4.5% | $166.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,202.21万 | 1.90% | 274,467 | 8,155 | 3.1% | $95.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,514.94万 | 1.49% | 36,618 | 585 | 1.6% | $40.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,442.83万 | 1.45% | 48,819 | 2,035 | 4.3% | $101.83万 | 加仓 |
| AMZN | AMAZON COM INC | $2,387.52万 | 1.42% | 100,173 | 1,236 | 1.2% | $29.46万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,992.40万 | 1.18% | 377,921 | -40,882 | -9.8% | -$215.53万 | 减仓 |
| JPM | JPMORGAN CHASE &CO | $1,990.17万 | 1.18% | 60,800 | 280 | 0.5% | $9.17万 | 加仓 |
| META | META PLATFORMS INC | $1,939.52万 | 1.15% | 34,432 | 150 | 0.4% | $8.45万 | 加仓 |
| IEMG | ISHARES CORE MSCI | $1,888.63万 | 1.12% | 227,985 | -58,203 | -20.3% | -$482.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,773.38万 | 1.05% | 47,541 | -2,142 | -4.3% | -$79.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,711.86万 | 1.02% | 23,246 | -1,771 | -7.1% | -$130.42万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,605.80万 | 0.95% | 439,583 | 38,113 | 9.5% | $139.23万 | 加仓 |
| SPTL | STATE STREET | $1,400.55万 | 0.83% | 533,951 | 202,388 | 61.0% | $530.86万 | 加仓 |
| BND | VANGUARD TOTAL BOND | $1,397.54万 | 0.83% | 190,374 | 20,738 | 12.2% | $152.24万 | 加仓 |
| GOOG | ALPHABET INC | $1,317.15万 | 0.78% | 37,278 | -508 | -1.3% | -$17.95万 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $1,288.75万 | 0.76% | 59,136 | -453 | -0.8% | -$9.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY | $1,273.05万 | 0.75% | 17 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,200.95万 | 0.71% | 47,287 | -1,567 | -3.2% | -$39.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,176.44万 | 0.70% | 136,573 | 7,765 | 6.0% | $66.89万 | 加仓 |
| GOOGL | ALPHABET INC | $1,149.99万 | 0.68% | 32,179 | 790 | 2.5% | $28.23万 | 加仓 |
| MTUM | ISHARES MSCI USA | $1,126.24万 | 0.67% | 32,851 | -8,730 | -21.0% | -$299.29万 | 减仓 |
| TCAF | T ROWE | $1,044.53万 | 0.62% | 254,143 | -315 | -0.1% | -$1.29万 | 减仓 |
| IVV | ISHARES TR | $925.53万 | 0.55% | 12,359 | -3,019 | -19.6% | -$226.08万 | 减仓 |
| VOOG | VANGUARD S&P | $864.00万 | 0.51% | 104,576 | 4,058 | 4.0% | $33.53万 | 加仓 |
| SHLD | GLOBAL X | $832.14万 | 0.49% | 139,364 | 33,938 | 32.2% | $202.64万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $819.90万 | 0.49% | 34,650 | 1,831 | 5.6% | $43.33万 | 加仓 |
| IALT | ISHARES SYSTEMATIC | $770.15万 | 0.46% | 274,563 | 274,563 | — | $770.15万 | 新建仓 |
| IVE | ISHARES TR | $757.39万 | 0.45% | 33,356 | 5,650 | 20.4% | $128.29万 | 加仓 |
| BLCR | ISHARES LARGE | $750.96万 | 0.45% | 149,088 | 140,588 | 1,654.0% | $708.14万 | 加仓 |
| MLN | VANECK LONG MUNI ETF | $735.04万 | 0.44% | 413,409 | 38,108 | 10.2% | $67.76万 | 加仓 |
| VOOV | VANGUARD S&P | $710.09万 | 0.42% | 32,393 | 2,417 | 8.1% | $52.98万 | 加仓 |
| QUAL | ISHARES TR | $703.59万 | 0.42% | 32,065 | 2,633 | 8.9% | $57.77万 | 加仓 |
| THRO | ISHARES U S | $690.90万 | 0.41% | 160,264 | -77,070 | -32.5% | -$332.25万 | 减仓 |
| VB | VANGUARD SMALL | $677.41万 | 0.40% | 22,348 | 1,242 | 5.9% | $37.65万 | 加仓 |
| — | VANECK CEF MUNICIPAL | $674.65万 | 0.40% | 301,992 | 31,918 | 11.8% | $71.30万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $670.35万 | 0.40% | 5,807 | 1,542 | 36.2% | $178.00万 | 加仓 |
| — | EXXON MOBIL CORP | $654.58万 | 0.39% | 47,877 | -5,328 | -10.0% | -$72.84万 | 减仓 |
| HYMB | STATE STREET SPDR NUVEEN | $652.04万 | 0.39% | 256,304 | 26,718 | 11.6% | $67.97万 | 加仓 |
| BA | BOEING CO | $633.97万 | 0.38% | 29,287 | 1,018 | 3.6% | $22.04万 | 加仓 |
| VO | VANGUARD MID | $629.67万 | 0.37% | 78,152 | 5,620 | 7.7% | $45.28万 | 加仓 |
| LOW | LOWES COS INC | $601.10万 | 0.36% | 27,262 | 998 | 3.8% | $22.00万 | 加仓 |
| ITOT | ISHARES TR | $588.19万 | 0.35% | 35,806 | -500 | -1.4% | -$8.21万 | 减仓 |
| MCD | MCDONALDS CORP | $578.52万 | 0.34% | 21,402 | -512 | -2.3% | -$13.84万 | 减仓 |
| TOTL | STATE STREET DOUBLELINE | $558.28万 | 0.33% | 141,445 | -3,310 | -2.3% | -$13.06万 | 减仓 |
| HEFA | ISHARES CURRENCY | $550.45万 | 0.33% | 117,305 | -32,399 | -21.6% | -$152.03万 | 减仓 |
| — | AMERICAN FUNDS WASHINGTO | $546.77万 | 0.32% | 81,853 | 597 | 0.7% | $3.99万 | 加仓 |
| LLY | ELI LILLY AND CO | $543.44万 | 0.32% | 4,531 | 338 | 8.1% | $40.54万 | 加仓 |
| CGUS | CAPITAL GROUP CORE | $541.72万 | 0.32% | 121,789 | 43,744 | 56.0% | $194.57万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $538.76万 | 0.32% | 36,740 | 1,141 | 3.2% | $16.73万 | 加仓 |
| T | AT&T INC | $537.47万 | 0.32% | 259,648 | 10,978 | 4.4% | $22.72万 | 加仓 |
| — | AMERICAN FUNDS GROWTH FU | $532.86万 | 0.32% | 60,732 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $508.15万 | 0.30% | 100,426 | 17,604 | 21.3% | $89.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $476.24万 | 0.28% | 30,136 | 12,685 | 72.7% | $200.46万 | 加仓 |
| VONE | VANGUARD RUSSELL | $475.84万 | 0.28% | 14,048 | 2,187 | 18.4% | $74.08万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $470.69万 | 0.28% | 87,798 | -20,377 | -18.8% | -$109.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $463.32万 | 0.27% | 27,951 | -1,359 | -4.6% | -$22.53万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $452.14万 | 0.27% | 7,056 | 309 | 4.6% | $19.80万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL | $451.76万 | 0.27% | 21,232 | 63 | 0.3% | $1.34万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $447.62万 | 0.27% | 6,364 | 0 | 0.0% | — | 不变 |
| CFO | VICTORYSHARES US | $436.63万 | 0.26% | 54,525 | -15,182 | -21.8% | -$121.58万 | 减仓 |
| WMT | WALMART INC | $416.39万 | 0.25% | 36,764 | -341 | -0.9% | -$3.86万 | 减仓 |
| DGRO | ISHARES CORE | $404.56万 | 0.24% | 53,379 | 2,252 | 4.4% | $17.07万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $400.82万 | 0.24% | 21,038 | 1,815 | 9.4% | $34.58万 | 加仓 |
| — | AMERICAN FUNDS INCOME FU | $397.41万 | 0.24% | 145,679 | 217 | 0.1% | $5,920 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL | $395.77万 | 0.23% | 41,029 | 890 | 2.2% | $8.58万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL W | $395.72万 | 0.23% | 48,519 | 83 | 0.2% | $6,770 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $395.07万 | 0.23% | 5,177 | -63 | -1.2% | -$4.81万 | 减仓 |
| DIS | DISNEY WALT CO | $393.08万 | 0.23% | 40,839 | 2,286 | 5.9% | $22.00万 | 加仓 |
| JQUA | JPMORGAN US | $387.56万 | 0.23% | 53,620 | -142,673 | -72.7% | -$1,031.24万 | 减仓 |
| VIOO | VANGUARD S&P | $384.78万 | 0.23% | 27,976 | 1,238 | 4.6% | $17.03万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $383.66万 | 0.23% | 7,344 | 1,494 | 25.5% | $78.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $380.79万 | 0.23% | 7,974 | 652 | 8.9% | $31.14万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $376.58万 | 0.22% | 5,896 | 636 | 12.1% | $40.62万 | 加仓 |
| IVOO | VANGUARD S&P | $373.43万 | 0.22% | 28,637 | 220 | 0.8% | $2.87万 | 加仓 |
| RDVY | FIRST TRUST | $371.11万 | 0.22% | 45,782 | 4,378 | 10.6% | $35.49万 | 加仓 |
| IAU | ISHARES GOLD TR | $369.23万 | 0.22% | 48,897 | -3,712 | -7.1% | -$28.03万 | 减仓 |
| ICSH | ISHARES ULTRA | $366.90万 | 0.22% | 72,538 | 72,538 | — | $366.90万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $363.97万 | 0.22% | 20,119 | 2,146 | 11.9% | $38.82万 | 加仓 |
| ABBV | ABBVIE INC | $361.00万 | 0.21% | 14,346 | -4,588 | -24.2% | -$115.45万 | 减仓 |
| IONQ | IONQ INC | $356.97万 | 0.21% | 67,023 | 4,285 | 6.8% | $22.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $354.39万 | 0.21% | 10,392 | -191 | -1.8% | -$6.51万 | 减仓 |
| IJR | ISHARES CORE S&P | $353.76万 | 0.21% | 23,852 | -27 | -0.1% | -$4,004 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $344.65万 | 0.20% | 44,625 | 18,965 | 73.9% | $146.47万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $339.16万 | 0.20% | 63,859 | 15,009 | 30.7% | $79.71万 | 加仓 |
| BIDD | ISHARES INTL | $336.61万 | 0.20% | 112,128 | -172,975 | -60.7% | -$519.27万 | 减仓 |
| AVGO | BROADCOM INC | $334.63万 | 0.20% | 8,859 | 648 | 7.9% | $24.48万 | 加仓 |
| CAT | CATERPILLAR INC | $333.02万 | 0.20% | 3,127 | 49 | 1.6% | $5.22万 | 加仓 |
| IWM | ISHARES TR | $328.25万 | 0.19% | 10,925 | 1,390 | 14.6% | $41.76万 | 加仓 |
| CGGR | CAPITAL GROUP | $328.14万 | 0.19% | 69,522 | 3,434 | 5.2% | $16.21万 | 加仓 |
| SPYV | STATE STREET | $327.40万 | 0.19% | 53,858 | -10 | -0.0% | -$608 | 减仓 |