Keystone Financial Services
LOVELAND CO · SEC CIK 0001865158
$3.88亿2026Q2 申报市值
131持仓数
61.2%前十大占比 · 第一大 17.7%
17 / 8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
IVV 加仓+$2,718.18万
CORO 新建仓+$877.96万
IUSB 加仓+$681.17万
IALT 新建仓+$532.69万
GGOV 新建仓+$413.27万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,121.31万
EFV 减仓-$1,010.53万
IEMG 减仓-$739.19万
IAGG 减仓-$521.27万
IVE 减仓-$504.91万
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $134.71万 | 0.35% | 8,902 | 2,203 | 32.9% | $33.34万 | 加仓 |
| ESGU | ISHARES TR | $135.53万 | 0.35% | 8,281 | 454 | 5.8% | $7.43万 | 加仓 |
| MUB | ISHARES TR | $141.28万 | 0.36% | 13,128 | 902 | 7.4% | $9.71万 | 加仓 |
| AAPL | APPLE INC | $147.41万 | 0.38% | 5,094 | 114 | 2.3% | $3.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $147.89万 | 0.38% | 3,724 | 14 | 0.4% | $5,560 | 加仓 |
| WFC | WELLS FARGO & CO | $149.72万 | 0.39% | 18,117 | 384 | 2.2% | $3.17万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $151.29万 | 0.39% | 10,462 | 24 | 0.2% | $3,471 | 加仓 |
| QUAL | ISHARES TR | $162.79万 | 0.42% | 7,419 | -51,102 | -87.3% | -$1,121.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $193.91万 | 0.50% | 5,198 | 286 | 5.8% | $10.67万 | 加仓 |
| AMZN | AMAZON COM INC | $197.49万 | 0.51% | 8,286 | 578 | 7.5% | $13.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $203.59万 | 0.52% | 22,065 | 388 | 1.8% | $3.58万 | 加仓 |
| META | META PLATFORMS INC | $203.79万 | 0.52% | 3,618 | 78 | 2.2% | $4.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $207.82万 | 0.54% | 11,488 | -1,517 | -11.7% | -$27.44万 | 减仓 |
| IAU | ISHARES GOLD TR | $218.26万 | 0.56% | 28,905 | 3,232 | 12.6% | $24.40万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $228.02万 | 0.59% | 12,793 | 743 | 6.2% | $13.24万 | 加仓 |
| AVGO | BROADCOM INC | $242.25万 | 0.62% | 6,413 | 1,418 | 28.4% | $53.56万 | 加仓 |
| AMAT | APPLIED MATLS INC | $286.13万 | 0.74% | 3,957 | -731 | -15.6% | -$52.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $292.26万 | 0.75% | 8,929 | 80 | 0.9% | $2.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $329.62万 | 0.85% | 6,587 | 101 | 1.6% | $5.05万 | 加仓 |
| GOOG | ALPHABET INC | $347.63万 | 0.89% | 9,839 | -984 | -9.1% | -$34.77万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $413.27万 | 1.06% | 82,178 | 82,178 | — | $413.27万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $532.69万 | 1.37% | 189,907 | 189,907 | — | $532.69万 | 新建仓 |
| MBB | ISHARES TR | $691.18万 | 1.78% | 73,126 | 3,924 | 5.7% | $37.09万 | 加仓 |
| TLH | ISHARES TR | $705.70万 | 1.82% | 70,324 | -19,521 | -21.7% | -$195.89万 | 减仓 |
| GOVT | ISHARES TR | $720.12万 | 1.85% | 316,119 | 21,654 | 7.4% | $49.33万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $770.95万 | 1.98% | 178,833 | -99,590 | -35.8% | -$429.33万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $877.96万 | 2.26% | 239,879 | 239,879 | — | $877.96万 | 新建仓 |
| EFV | ISHARES TR | $884.77万 | 2.28% | 115,581 | -132,009 | -53.3% | -$1,010.53万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $905.40万 | 2.33% | 284,897 | 49,649 | 21.1% | $157.78万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,017.83万 | 2.62% | 202,072 | 20,547 | 11.3% | $103.49万 | 加仓 |
| MTUM | ISHARES TR | $1,104.64万 | 2.84% | 32,221 | -11,223 | -25.8% | -$384.76万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,307.60万 | 3.37% | 248,027 | -61,651 | -19.9% | -$325.02万 | 减仓 |
| EFG | ISHARES TR | $1,354.65万 | 3.49% | 108,877 | 2,897 | 2.7% | $36.04万 | 加仓 |
| IEMG | ISHARES INC | $1,559.81万 | 4.02% | 188,291 | -89,231 | -32.2% | -$739.19万 | 减仓 |
| IVE | ISHARES TR | $2,284.89万 | 5.88% | 100,629 | -22,237 | -18.1% | -$504.91万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,594.46万 | 6.68% | 381,483 | 2,436 | 0.6% | $16.57万 | 加仓 |
| IVW | ISHARES TR | $2,691.35万 | 6.93% | 195,692 | -5,986 | -3.0% | -$82.33万 | 减仓 |
| IUSB | ISHARES TR | $2,954.57万 | 7.61% | 640,210 | 147,600 | 30.0% | $681.17万 | 加仓 |
| IVV | ISHARES TR | $6,882.84万 | 17.72% | 91,907 | 36,296 | 65.3% | $2,718.18万 | 加仓 |