Keystone Financial Group, Inc.
ATLANTA GA · SEC CIK 0002053642
$1.92亿2026Q1 申报市值
134持仓数
67.3%前十大占比 · 第一大 14.2%
7 / 9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
VPLS 加仓+$709.19万
VCRM 加仓+$207.95万
DFSD 加仓+$204.53万
VSDM 加仓+$173.11万
DFAX 加仓+$135.51万
2026Q1 卖出最多 按季末市值估算
BRTR 减仓-$295.40万
NEAR 减仓-$275.81万
MEAR 减仓-$180.49万
JAJL 减仓-$159.04万
FBK 减仓-$139.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,157 | -100.0% | -$24.88万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,648 | -100.0% | -$22.28万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,047 | -100.0% | -$13.57万 | 清仓 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -3,830 | -100.0% | -$8.51万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -900 | -100.0% | -$3.76万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -530 | -100.0% | -$2.65万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -169 | -100.0% | -$8,210 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -16 | -100.0% | -$1,433 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | 0 | — | -$76 | 清仓 |
| — | GAMESTOP CORP NEW | $23 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $76 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $186 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $229 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $456 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1,137 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $1,382 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $2,427 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $2,453 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2,941 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $3,149 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3,468 | 0.00% | 54 | 54 | — | $3,468 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $3,654 | 0.00% | 23 | 2 | 9.5% | $318 | 加仓 |
| LIT | GLOBAL X FDS | $3,729 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $3,776 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $4,200 | 0.00% | 19 | 19 | — | $4,200 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $4,751 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,647 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $6,940 | 0.00% | 79 | 79 | — | $6,940 | 新建仓 |
| PFE | PFIZER INC | $8,781 | 0.00% | 313 | 5 | 1.6% | $140 | 加仓 |
| SMH | VANECK ETF TRUST | $9,614 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $9,653 | 0.01% | 169 | 1 | 0.6% | $57 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.17万 | 0.01% | 20 | 5 | 33.3% | $2,913 | 加仓 |
| GEV | GE VERNOVA INC | $1.22万 | 0.01% | 14 | 14 | — | $1.22万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $1.35万 | 0.01% | 271 | 2 | 0.7% | $100 | 加仓 |
| MOAT | VANECK ETF TRUST | $1.45万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1.59万 | 0.01% | 132 | 1 | 0.8% | $121 | 加仓 |
| IOT | SAMSARA INC | $1.90万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $1.92万 | 0.01% | 470 | -218 | -31.7% | -$8,899 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1.98万 | 0.01% | 601 | 86 | 16.7% | $2,834 | 加仓 |
| T | AT&T INC | $2.08万 | 0.01% | 717 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $2.14万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2.29万 | 0.01% | 787 | 1 | 0.1% | $29 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $2.39万 | 0.01% | 277 | 277 | — | $2.39万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.45万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.79万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2.81万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $2.95万 | 0.02% | 697 | 2 | 0.3% | $85 | 加仓 |
| WMT | WALMART INC | $3.01万 | 0.02% | 242 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.17万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $3.34万 | 0.02% | 231 | 2 | 0.9% | $289 | 加仓 |
| NRG | NRG ENERGY INC | $3.55万 | 0.02% | 243 | 1 | 0.4% | $146 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4.27万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $4.30万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.34万 | 0.02% | 677 | 1 | 0.1% | $64 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4.39万 | 0.02% | 1,236 | 2 | 0.2% | $71 | 加仓 |
| TQQQ | PROSHARES TR | $4.60万 | 0.02% | 1,105 | 2 | 0.2% | $83 | 加仓 |
| HD | HOME DEPOT INC | $4.76万 | 0.02% | 145 | 1 | 0.7% | $328 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.44万 | 0.03% | 371 | 1 | 0.3% | $147 | 加仓 |
| — | EXXON MOBIL CORP | $5.97万 | 0.03% | 352 | 2 | 0.6% | $339 | 加仓 |
| VB | VANGUARD INDEX FDS | $6.18万 | 0.03% | 236 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $6.24万 | 0.03% | 246 | -704 | -74.1% | -$17.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $6.47万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $6.54万 | 0.03% | 745 | 2 | 0.3% | $176 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.85万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $6.98万 | 0.04% | 1,647 | 2 | 0.1% | $85 | 加仓 |
| PEP | PEPSICO INC | $7.03万 | 0.04% | 453 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $7.05万 | 0.04% | 2,599 | 68 | 2.7% | $1,845 | 加仓 |
| GLD | SPDR GOLD TR | $7.06万 | 0.04% | 164 | 1 | 0.6% | $430 | 加仓 |
| LIN | LINDE PLC | $7.46万 | 0.04% | 150 | 150 | — | $7.46万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $7.76万 | 0.04% | 1,826 | -8,000 | -81.4% | -$34.00万 | 减仓 |
| EMR | EMERSON ELEC CO | $8.85万 | 0.05% | 675 | 2 | 0.3% | $262 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $9.36万 | 0.05% | 2,710 | 4 | 0.1% | $138 | 加仓 |
| HYDB | ISHARES TR | $9.49万 | 0.05% | 2,040 | -232 | -10.2% | -$1.08万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $10.18万 | 0.05% | 3,290 | -9,481 | -74.2% | -$29.35万 | 减仓 |
| SUSL | ISHARES TR | $11.97万 | 0.06% | 1,054 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $12.05万 | 0.06% | 621 | 3 | 0.5% | $582 | 加仓 |
| MMM | 3M CO | $13.21万 | 0.07% | 910 | 5 | 0.6% | $726 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $13.53万 | 0.07% | 1,525 | 15 | 1.0% | $1,331 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.79万 | 0.07% | 877 | 3 | 0.3% | $472 | 加仓 |
| IJH | ISHARES TR | $14.57万 | 0.08% | 2,158 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $14.61万 | 0.08% | 1,801 | -84 | -4.5% | -$6,816 | 减仓 |
| — | HONEYWELL INTL INC | $15.52万 | 0.08% | 687 | 4 | 0.6% | $904 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $17.28万 | 0.09% | 204 | -29 | -12.4% | -$2.46万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $17.74万 | 0.09% | 3,552 | -1,653 | -31.8% | -$8.26万 | 减仓 |
| IUSV | ISHARES TR | $17.90万 | 0.09% | 1,751 | 7 | 0.4% | $716 | 加仓 |
| IWF | ISHARES TR | $19.28万 | 0.10% | 452 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $19.30万 | 0.10% | 3,796 | -54,255 | -93.5% | -$275.81万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $20.98万 | 0.11% | 1,136 | 6 | 0.5% | $1,108 | 加仓 |
| IUSG | ISHARES TR | $22.24万 | 0.12% | 1,434 | 1 | 0.1% | $155 | 加仓 |
| CSCO | CISCO SYS INC | $23.54万 | 0.12% | 3,034 | -383 | -11.2% | -$2.97万 | 减仓 |
| ABBV | ABBVIE INC | $24.78万 | 0.13% | 1,139 | 3 | 0.3% | $653 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $25.03万 | 0.13% | 8,609 | -54,708 | -86.4% | -$159.04万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $25.46万 | 0.13% | 3,366 | 3,366 | — | $25.46万 | 新建仓 |
| ENFR | ALPS ETF TR | $26.70万 | 0.14% | 6,989 | 723 | 11.5% | $2.76万 | 加仓 |
| SO | SOUTHERN CO | $27.75万 | 0.14% | 2,875 | 13 | 0.5% | $1,255 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $28.04万 | 0.15% | 2,422 | 8 | 0.3% | $926 | 加仓 |
| MSFT | MICROSOFT CORP | $28.85万 | 0.15% | 779 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $31.92万 | 0.17% | 7,960 | -5,086 | -39.0% | -$20.39万 | 减仓 |
| AMGN | AMGEN INC | $32.08万 | 0.17% | 912 | 4 | 0.4% | $1,407 | 加仓 |