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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $25.33万 | 0.07% | 1,485 | 183 | 14.1% | $3.12万 | 加仓 |
| NI | NISOURCE INC | $25.22万 | 0.07% | 5,405 | 192 | 3.7% | $8,959 | 加仓 |
| INGR | INGREDION INC | $25.13万 | 0.07% | 2,231 | 3 | 0.1% | $338 | 加仓 |
| ESGD | ISHARES TR | $25.06万 | 0.07% | 2,620 | -362 | -12.1% | -$3.46万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $24.57万 | 0.07% | 1,699 | 35 | 2.1% | $5,062 | 重新持有 |
| VRSN | VERISIGN INC | $24.54万 | 0.07% | 988 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $24.26万 | 0.07% | 2,383 | -1,791 | -42.9% | -$18.23万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $24.20万 | 0.07% | 9,477 | 44 | 0.5% | $1,124 | 加仓 |
| EME | EMCOR GROUP INC | $23.77万 | 0.07% | 322 | -5 | -1.5% | -$3,692 | 重新持有 |
| HSY | HERSHEY CO | $23.18万 | 0.07% | 1,115 | 1,115 | — | $23.18万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $22.59万 | 0.07% | 5,351 | 67 | 1.3% | $2,829 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $22.10万 | 0.06% | 786 | 786 | — | $22.10万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $21.44万 | 0.06% | 6,648 | 6,648 | — | $21.44万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $20.93万 | 0.06% | 9,985 | 9,985 | — | $20.93万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.78万 | 0.06% | 1,285 | 1,285 | — | $20.78万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.60万 | 0.06% | 412 | -2 | -0.5% | -$1,000 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.30万 | 0.06% | 5,284 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $20.25万 | 0.06% | 749 | 749 | — | $20.25万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $16.16万 | 0.05% | 10,176 | 231 | 2.3% | $3,668 | 加仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -16,189 | -100.0% | -$347.56万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -14,920 | -100.0% | -$143.64万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -12,456 | -100.0% | -$68.51万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -3,012 | -100.0% | -$24.11万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,869 | -100.0% | -$23.26万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -2,874 | -100.0% | -$22.93万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -652 | -100.0% | -$22.18万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -907 | -100.0% | -$21.99万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -616 | -100.0% | -$21.77万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -2,733 | -100.0% | -$21.69万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -601 | -100.0% | -$21.64万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,445 | -100.0% | -$21.18万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,565 | -100.0% | -$20.86万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,493 | -100.0% | -$20.81万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$20.43万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,725 | -100.0% | -$20.36万 | 清仓 |