13F 机构持仓

Keystone Financial Group, Inc.

ATLANTA GA · SEC CIK 0002053642

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 14.2%
VPLS 11.0%
SGOV 9.4%
SCHD 6.2%
VIG 5.4%
VIGI 4.7%
VSDM 4.4%
DFAX 4.2%
DFSD 4.0%
FBK 3.6%

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 $00.00%0 -3,157-100.0% -$24.88万 清仓
BALT INNOVATOR ETFS TRUST $00.00%0 -6,648-100.0% -$22.28万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -2,047-100.0% -$13.57万 清仓
SHYM BLACKROCK ETF TRUST II $00.00%0 -3,830-100.0% -$8.51万 清仓
PNOV INNOVATOR ETFS TRUST $00.00%0 -900-100.0% -$3.76万 清仓
— SYNOVUS FINL CORP $00.00%0 -530-100.0% -$2.65万 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -169-100.0% -$8,210 清仓
AOA ISHARES TR $00.00%0 -16-100.0% -$1,433 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 0— -$76 清仓
— GAMESTOP CORP NEW $230.00%6 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $240.00%1 00.0% — 不变
LCID LUCID GROUP INC $760.00%8 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $1860.00%11 00.0% — 不变
NKE NIKE INC $2290.00%4 00.0% — 不变
LOGI LOGITECH INTL S A $4560.00%5 00.0% — 不变
GE GE AEROSPACE $1,1370.00%4 00.0% — 不变
GME GAMESTOP CORP $1,3820.00%60 00.0% — 不变
FTXL FIRST TR EXCHANGE TRADED FD $2,4270.00%16 00.0% — 不变
AAMI ACADIAN ASSET MANAGEMENT INC $2,4530.00%45 00.0% — 不变
DRI DARDEN RESTAURANTS INC $2,9410.00%15 00.0% — 不变
IMCG ISHARES TR $3,1490.00%40 00.0% — 不变
RKLB ROCKET LAB CORP $3,4680.00%54 54— $3,468 新建仓
FPX FIRST TR EXCHANGE-TRADED FD $3,6540.00%23 29.5% $318 加仓
LIT GLOBAL X FDS $3,7290.00%50 00.0% — 不变
CPNG COUPANG INC $3,7760.00%200 00.0% — 不变
ITA ISHARES TR $4,2000.00%19 19— $4,200 新建仓
— WARNER BROS DISCOVERY INC $4,7510.00%173 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6,6470.00%173 00.0% — 不变
QLYS QUALYS INC $6,9400.00%79 79— $6,940 新建仓
PFE PFIZER INC $8,7810.00%313 51.6% $140 加仓
SMH VANECK ETF TRUST $9,6140.00%25 00.0% — 不变
IFRA ISHARES TR $9,6530.01%169 10.6% $57 加仓
QQQ INVESCO QQQ TR $1.17万0.01%20 533.3% $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 20.7% $100 加仓
MOAT VANECK ETF TRUST $1.45万0.01%150 00.0% — 不变
MRK MERCK & CO INC $1.59万0.01%132 10.8% $121 加仓
IOT SAMSARA INC $1.90万0.01%600 00.0% — 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 8616.7% $2,834 加仓
T AT&T INC $2.08万0.01%717 00.0% — 不变
DGRO ISHARES TR $2.14万0.01%305 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2.29万0.01%787 10.1% $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 00.0% — 不变
TSLA TESLA INC $2.79万0.01%75 00.0% — 不变
RGTI RIGETTI COMPUTING INC $2.81万0.01%2,000 00.0% — 不变
DFSI DIMENSIONAL ETF TRUST $2.95万0.02%697 20.3% $85 加仓
WMT WALMART INC $3.01万0.02%242 00.0% — 不变
NSC NORFOLK SOUTHN CORP $3.17万0.02%110 00.0% — 不变
EOG EOG RES INC $3.34万0.02%231 20.9% $289 加仓
NRG NRG ENERGY INC $3.55万0.02%243 10.4% $146 加仓
KMB KIMBERLY-CLARK CORP $4.27万0.02%437 00.0% — 不变
VSGX VANGUARD WORLD FD $4.30万0.02%600 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $4.34万0.02%677 10.1% $64 加仓
DFIC DIMENSIONAL ETF TRUST $4.39万0.02%1,236 20.2% $71 加仓
TQQQ PROSHARES TR $4.60万0.02%1,105 20.2% $83 加仓
HD HOME DEPOT INC $4.76万0.02%145 10.7% $328 加仓
XLV SELECT SECTOR SPDR TR $5.44万0.03%371 10.3% $147 加仓
— EXXON MOBIL CORP $5.97万0.03%352 20.6% $339 加仓
VB VANGUARD INDEX FDS $6.18万0.03%236 00.0% — 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 00.0% — 不变
DGRW WISDOMTREE TR $6.54万0.03%745 20.3% $176 加仓
PG PROCTER & GAMBLE CO $6.85万0.04%474 00.0% — 不变
DFSE DIMENSIONAL ETF TRUST $6.98万0.04%1,647 20.1% $85 加仓
PEP PEPSICO INC $7.03万0.04%453 00.0% — 不变
— ISHARES TR $7.05万0.04%2,599 682.7% $1,845 加仓
GLD SPDR GOLD TR $7.06万0.04%164 10.6% $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 20.3% $262 加仓
DFEM DIMENSIONAL ETF TRUST $9.36万0.05%2,710 40.1% $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 00.0% — 不变
TXN TEXAS INSTRS INC $12.05万0.06%621 30.5% $582 加仓
MMM 3M CO $13.21万0.07%910 50.6% $726 加仓
VNQ VANGUARD INDEX FDS $13.53万0.07%1,525 151.0% $1,331 加仓
ICE INTERCONTINENTAL EXCHANGE IN $13.79万0.07%877 30.3% $472 加仓
IJH ISHARES TR $14.57万0.08%2,158 00.0% — 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 40.6% $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 70.4% $716 加仓
IWF ISHARES TR $19.28万0.10%452 00.0% — 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 60.5% $1,108 加仓
IUSG ISHARES TR $22.24万0.12%1,434 10.1% $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 30.3% $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 72311.5% $2.76万 加仓
SO SOUTHERN CO $27.75万0.14%2,875 130.5% $1,255 加仓
WEC WEC ENERGY GROUP INC $28.04万0.15%2,422 80.3% $926 加仓
MSFT MICROSOFT CORP $28.85万0.15%779 00.0% — 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 40.4% $1,407 加仓