Keystone Financial Services
LOVELAND CO · SEC CIK 0001865158
$3.41亿2026Q1 申报市值
119持仓数
59.0%前十大占比 · 第一大 10.7%
14 / 16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
IVV 加仓+$1,015.29万
EFG 加仓+$879.74万
IDEF 新建仓+$769.73万
BLCR 新建仓+$745.34万
GOVT 加仓+$630.63万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,544.03万
QUAL 减仓-$914.90万
EFV 减仓-$351.89万
IAU 减仓-$348.52万
ITA 清仓-$347.56万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $121.58万 | 0.36% | 7,166 | 615 | 9.4% | $10.43万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $123.83万 | 0.36% | 10,438 | -211 | -2.0% | -$2.50万 | 减仓 |
| AAPL | APPLE INC | $126.39万 | 0.37% | 4,980 | 85 | 1.7% | $2.16万 | 加仓 |
| MUB | ISHARES TR | $129.78万 | 0.38% | 12,226 | -118 | -1.0% | -$1.25万 | 减仓 |
| MCK | MCKESSON CORP | $136.56万 | 0.40% | 1,578 | 110 | 7.5% | $9.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $141.17万 | 0.41% | 17,733 | -995 | -5.3% | -$7.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $145.20万 | 0.43% | 11,000 | 1,112 | 11.2% | $14.68万 | 加仓 |
| AVGO | BROADCOM INC | $154.59万 | 0.45% | 4,995 | 401 | 8.7% | $12.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $160.25万 | 0.47% | 4,688 | -189 | -3.9% | -$6.46万 | 减仓 |
| AMZN | AMAZON COM INC | $160.54万 | 0.47% | 7,708 | 3,145 | 68.9% | $65.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $181.84万 | 0.53% | 4,912 | 780 | 18.9% | $28.87万 | 加仓 |
| META | META PLATFORMS INC | $202.52万 | 0.59% | 3,540 | 199 | 6.0% | $11.38万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $202.73万 | 0.59% | 482 | 121 | 33.5% | $50.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $203.72万 | 0.60% | 21,677 | 1,515 | 7.5% | $14.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $215.02万 | 0.63% | 13,005 | 1,025 | 8.6% | $16.95万 | 加仓 |
| IAU | ISHARES GOLD TR | $226.33万 | 0.66% | 25,673 | -39,534 | -60.6% | -$348.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $260.30万 | 0.76% | 8,849 | 33 | 0.4% | $9,707 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $276.54万 | 0.81% | 53,254 | -16,278 | -23.4% | -$84.53万 | 减仓 |
| GOOG | ALPHABET INC | $310.46万 | 0.91% | 10,823 | -19 | -0.2% | -$5,450 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $310.82万 | 0.91% | 6,486 | 217 | 3.5% | $10.40万 | 加仓 |
| IAGG | ISHARES TR | $557.62万 | 1.64% | 111,435 | 12,466 | 12.6% | $62.38万 | 加仓 |
| MBB | ISHARES TR | $657.07万 | 1.93% | 69,202 | 4,674 | 7.2% | $44.38万 | 加仓 |
| GOVT | ISHARES TR | $674.62万 | 1.98% | 294,465 | 275,265 | 1,433.7% | $630.63万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $745.34万 | 2.19% | 181,525 | 181,525 | — | $745.34万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $769.73万 | 2.26% | 235,248 | 235,248 | — | $769.73万 | 新建仓 |
| TLH | ISHARES TR | $904.92万 | 2.66% | 89,845 | 3,521 | 4.1% | $35.46万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,008.45万 | 2.96% | 278,423 | 23,039 | 9.0% | $83.45万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,020.39万 | 2.99% | 309,678 | 55,187 | 21.7% | $181.84万 | 加仓 |
| MTUM | ISHARES TR | $1,042.60万 | 3.06% | 43,444 | 14,911 | 52.3% | $357.85万 | 加仓 |
| QUAL | ISHARES TR | $1,122.50万 | 3.29% | 58,521 | -47,698 | -44.9% | -$914.90万 | 减仓 |
| EFG | ISHARES TR | $1,180.31万 | 3.46% | 105,980 | 78,992 | 292.7% | $879.74万 | 加仓 |
| EFV | ISHARES TR | $1,840.83万 | 5.40% | 247,590 | -47,329 | -16.0% | -$351.89万 | 减仓 |
| IEMG | ISHARES INC | $1,935.72万 | 5.68% | 277,522 | 19,162 | 7.4% | $133.66万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,205.29万 | 6.47% | 379,047 | -37,689 | -9.0% | -$219.27万 | 减仓 |
| IUSB | ISHARES TR | $2,275.36万 | 6.68% | 492,610 | -5,636 | -1.1% | -$26.03万 | 减仓 |
| IVW | ISHARES TR | $2,281.18万 | 6.69% | 201,678 | 16,571 | 9.0% | $187.43万 | 加仓 |
| IVE | ISHARES TR | $2,594.32万 | 7.61% | 122,866 | 21,932 | 21.7% | $463.09万 | 加仓 |
| IVV | ISHARES TR | $3,632.58万 | 10.66% | 55,611 | 15,543 | 38.8% | $1,015.29万 | 加仓 |