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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $28.93万 | 0.07% | 1,775 | 1,775 | — | $28.93万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $28.81万 | 0.07% | 5,718 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $28.45万 | 0.07% | 1,112 | -46 | -4.0% | -$1.18万 | 减仓 |
| C | CITIGROUP INC | $28.14万 | 0.07% | 2,011 | -300 | -13.0% | -$4.20万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $27.49万 | 0.07% | 3,264 | 53 | 1.7% | $4,463 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $27.19万 | 0.07% | 1,547 | 19 | 1.2% | $3,340 | 加仓 |
| NI | NISOURCE INC | $27.08万 | 0.07% | 5,695 | 290 | 5.4% | $1.38万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $26.43万 | 0.07% | 9,912 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $26.33万 | 0.07% | 1,234 | 1,234 | — | $26.33万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $25.88万 | 0.07% | 9,559 | 82 | 0.9% | $2,220 | 加仓 |
| LFUS | LITTELFUSE INC | $25.77万 | 0.07% | 566 | 566 | — | $25.77万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $25.47万 | 0.07% | 6,232 | 14 | 0.2% | $572 | 加仓 |
| EME | EMCOR GROUP INC | $25.23万 | 0.06% | 304 | -18 | -5.6% | -$1.49万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $25.18万 | 0.06% | 1,695 | -4 | -0.2% | -$594 | 减仓 |
| WPC | WP CAREY INC | $24.86万 | 0.06% | 3,477 | 3,477 | — | $24.86万 | 新建仓 |
| VRSN | VERISIGN INC | $24.45万 | 0.06% | 972 | -16 | -1.6% | -$4,025 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $23.80万 | 0.06% | 1,285 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $23.05万 | 0.06% | 5,460 | 109 | 2.0% | $4,601 | 加仓 |
| NVT | NVENT ELEC PLC | $22.85万 | 0.06% | 1,347 | 1,347 | — | $22.85万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $22.76万 | 0.06% | 10,914 | 929 | 9.3% | $1.94万 | 加仓 |
| KMX | CARMAX INC | $22.45万 | 0.06% | 4,244 | -8,081 | -65.6% | -$42.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.30万 | 0.06% | 434 | 22 | 5.3% | $1.13万 | 加仓 |
| EPR | EPR PPTYS | $22.02万 | 0.06% | 3,796 | 3,796 | — | $22.02万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.96万 | 0.06% | 1,166 | 1,166 | — | $21.96万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $21.71万 | 0.06% | 1,682 | 1,682 | — | $21.71万 | 新建仓 |
| WWD | WOODWARD INC | $21.65万 | 0.06% | 509 | 509 | — | $21.65万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $21.32万 | 0.05% | 878 | 92 | 11.7% | $2.23万 | 加仓 |
| INGR | INGREDION INC | $21.29万 | 0.05% | 2,248 | 17 | 0.8% | $1,610 | 加仓 |
| APP | APPLOVIN CORP | $20.61万 | 0.05% | 400 | 5 | 1.3% | $2,576 | 重新持有 |
| CI | THE CIGNA GROUP | $20.37万 | 0.05% | 739 | -2 | -0.3% | -$551 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $20.17万 | 0.05% | 2,460 | 2,460 | — | $20.17万 | 新建仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -15,866 | -100.0% | -$76.44万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,082 | -100.0% | -$33.99万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,620 | -100.0% | -$25.06万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,383 | -100.0% | -$24.26万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,115 | -100.0% | -$23.18万 | 清仓 |
| SNDA | SONIDA SENIOR LIVING INC | $0 | 0.00% | 0 | -6,648 | -100.0% | -$21.44万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,284 | -100.0% | -$20.30万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,176 | -100.0% | -$16.16万 | 清仓 |