13F 机构持仓

Keystone Financial Group, Inc.

ATLANTA GA · SEC CIK 0002053642

2026Q22026Q1 更早 9 个季度 🔒
$1.91亿2026Q2 申报市值
121持仓数
69.1%前十大占比 · 第一大 16.8%
3 / 16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 16.8%
VPLS 11.9%
SCHD 6.3%
VIG 6.1%
VSDM 5.7%
DFAX 5.2%
VIGI 5.1%
VCRM 4.4%
FBK 3.9%
DIMENSIONAL ET 3.6%

2026Q2 买入最多 按季末市值估算

VCRM 加仓+$377.75万
VSDM 加仓+$230.45万
VPLS 加仓+$155.87万
DFAX 加仓+$121.29万
VSDB 加仓+$92.05万

2026Q2 卖出最多 按季末市值估算

SGOV 减仓-$1,583.34万
SHV 减仓-$365.23万
MEAR 减仓-$131.41万
DFSD 减仓-$101.06万
INMU 减仓-$91.35万

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
VBIL VANGUARD INSTL INDEX FD $00.00%0 -3,366-100.0% -$25.46万 清仓
PDEC INNOVATOR ETFS TRUST $00.00%0 -1,826-100.0% -$7.76万 清仓
RGTI RIGETTI COMPUTING INC $00.00%0 -2,000-100.0% -$2.81万 清仓
LIF LIFE360 INC $00.00%0 -470-100.0% -$1.92万 清仓
MOAT VANECK ETF TRUST $00.00%0 -150-100.0% -$1.45万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -271-100.0% -$1.35万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -173-100.0% -$6,647 清仓
FPX FIRST TR EXCHANGE-TRADED FD $00.00%0 -23-100.0% -$3,654 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -15-100.0% -$2,941 清仓
AAMI ACADIAN ASSET MANAGEMENT INC $00.00%0 -45-100.0% -$2,453 清仓
GME GAMESTOP CORP $00.00%0 -60-100.0% -$1,382 清仓
GE GE AEROSPACE $00.00%0 -4-100.0% -$1,137 清仓
LOGI LOGITECH INTL S A $00.00%0 -5-100.0% -$456 清仓
SCHZ SCHWAB STRATEGIC TR $00.00%0 -1-100.0% -$24 清仓
— GAMESTOP CORP NEW $00.00%0 -6-100.0% -$23 清仓
NKE NIKE INC $20.00%0 -4-100.0% -$229 清仓
LCID LUCID GROUP INC $540.00%8 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $2320.00%11 00.0% — 不变
CPNG COUPANG INC $3,4740.00%200 00.0% — 不变
IMCG ISHARES TR $3,9330.00%40 00.0% — 不变
LIT GLOBAL X FDS $3,9420.00%50 00.0% — 不变
— WARNER BROS DISCOVERY INC $4,6120.00%173 00.0% — 不变
ITA ISHARES TR $4,6550.00%19 00.0% — 不变
FTXL FIRST TR EXCHANGE TRADED FD $4,6910.00%16 00.0% — 不变
RKLB ROCKET LAB CORP $5,4890.00%54 00.0% — 不变
PFE PFIZER INC $7,6540.00%318 51.6% $120 加仓
— QUANTUM CYBER NV $8,3210.00%5,300 5,300— $8,321 新建仓
IFRA ISHARES TR $1.07万0.01%169 00.0% — 不变
QLYS QUALYS INC $1.09万0.01%79 00.0% — 不变
SHV ISHARES TR $1.42万0.01%129 -33,151-99.6% -$365.23万 减仓
T AT&T INC $1.48万0.01%717 00.0% — 不变
QQQ INVESCO QQQ TR $1.49万0.01%20 00.0% — 不变
SMH VANECK ETF TRUST $1.64万0.01%25 00.0% — 不变
GEV GE VERNOVA INC $1.65万0.01%14 00.0% — 不变
MRK MERCK & CO INC $1.71万0.01%133 10.8% $129 加仓
HTZ HERTZ GLOBAL HLDGS INC $1.73万0.01%7,635 7,635— $1.73万 新建仓
IOT SAMSARA INC $1.95万0.01%600 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2.12万0.01%816 00.0% — 不变
DGRO ISHARES TR $2.31万0.01%305 00.0% — 不变
WMT WALMART INC $2.74万0.01%242 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $2.79万0.01%277 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2.85万0.01%790 30.4% $108 加仓
EOG EOG RES INC $3.02万0.02%233 20.9% $259 加仓
TSLA TESLA INC $3.15万0.02%75 00.0% — 不变
DFSI DIMENSIONAL ETF TRUST $3.18万0.02%705 81.1% $361 加仓
VTIP VANGUARD MALVERN FDS $3.24万0.02%645 -2,907-81.8% -$14.61万 减仓
NSC NORFOLK SOUTHN CORP $3.47万0.02%110 00.0% — 不变
BAI BLACKROCK ETF TRUST $3.53万0.02%669 6811.3% $3,585 加仓
NRG NRG ENERGY INC $3.56万0.02%243 00.0% — 不变
SLV ISHARES SILVER TR $4.33万0.02%810 -6,750-89.3% -$36.09万 减仓
— EXXON MOBIL CORP $4.85万0.03%354 20.6% $274 加仓
VEA VANGUARD TAX-MANAGED FDS $4.85万0.03%681 40.6% $285 加仓
KMB KIMBERLY-CLARK CORP $4.85万0.03%437 00.0% — 不变
VSGX VANGUARD WORLD FD $4.94万0.03%600 00.0% — 不变
HD HOME DEPOT INC $5.12万0.03%145 00.0% — 不变
HYDB ISHARES TR $5.35万0.03%1,144 -896-43.9% -$4.19万 减仓
MDT MEDTRONIC PLC $5.85万0.03%741 00.0% — 不变
GLD SPDR GOLD TR $5.86万0.03%159 -5-3.0% -$1,842 减仓
XLV SELECT SECTOR SPDR TR $5.90万0.03%372 10.3% $159 加仓
PEP PEPSICO INC $6.13万0.03%453 00.0% — 不变
ZALT INNOVATOR ETFS TRUST $6.78万0.04%2,001 -1,289-39.2% -$4.37万 减仓
PG PROCTER & GAMBLE CO $6.95万0.04%474 00.0% — 不变
DGRW WISDOMTREE TR $7.14万0.04%747 20.3% $191 加仓
VB VANGUARD INDEX FDS $7.15万0.04%236 00.0% — 不变
AAPL APPLE INC $7.23万0.04%250 41.6% $1,157 加仓
— ISHARES TR $7.51万0.04%2,599 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $7.63万0.04%345 345— $7.63万 新建仓
HON HONEYWELL INTL INC $7.72万0.04%345 -342-49.8% -$7.66万 减仓
LIN LINDE PLC $7.83万0.04%151 10.7% $519 加仓
DFSE DIMENSIONAL ETF TRUST $8.09万0.04%1,656 90.5% $440 加仓
TQQQ PROSHARES TR $8.97万0.05%1,107 20.2% $162 加仓
DFIC DIMENSIONAL ETF TRUST $9.40万0.05%2,522 1,286104.0% $4.79万 加仓
EMR EMERSON ELEC CO $9.69万0.05%677 20.3% $286 加仓
ICE INTERCONTINENTAL EXCHANGE IN $10.84万0.06%881 40.5% $492 加仓
DFEM DIMENSIONAL ETF TRUST $11.08万0.06%2,725 150.6% $610 加仓
SUSL ISHARES TR $13.99万0.07%1,054 00.0% — 不变
MMM 3M CO $14.80万0.08%914 40.4% $648 加仓
VNQ VANGUARD INDEX FDS $14.83万0.08%1,538 130.9% $1,253 加仓
JAJL INNOVATOR ETFS TRUST $14.93万0.08%4,991 -3,618-42.0% -$10.82万 减仓
— FIRST TR EXCHANGE-TRADED FD $16.24万0.09%1,804 30.2% $270 加仓
IJH ISHARES TR $16.64万0.09%2,158 00.0% — 不变
NEAR ISHARES U S ETF TR $16.72万0.09%3,300 -496-13.1% -$2.51万 减仓
TXN TEXAS INSTRS INC $18.56万0.10%623 20.3% $596 加仓
IUSV ISHARES TR $19.37万0.10%1,758 70.4% $771 加仓
ATO ATMOS ENERGY CORP $19.69万0.10%1,143 70.6% $1,206 加仓
GS GOLDMAN SACHS GROUP INC $20.75万0.11%205 10.5% $1,012 加仓
IWF ISHARES TR $22.47万0.12%1,810 20.1% $248 加仓
ENFR ALPS ETF TR $26.22万0.14%6,883 -106-1.5% -$4,039 减仓
ABBV ABBVIE INC $26.29万0.14%1,045 -94-8.3% -$2.37万 减仓
IUSG ISHARES TR $27.01万0.14%1,436 20.1% $376 加仓
SO SOUTHERN CO $27.51万0.14%2,875 00.0% — 不变
WEC WEC ENERGY GROUP INC $28.39万0.15%2,432 100.4% $1,167 加仓
MSFT MICROSOFT CORP $29.09万0.15%780 10.1% $373 加仓
PFEB INNOVATOR ETFS TRUST $31.24万0.16%7,256 -704-8.8% -$3.03万 减仓
AMGN AMGEN INC $33.18万0.17%916 40.4% $1,449 加仓
IGSB ISHARES TR $33.56万0.18%6,404 731.2% $3,826 加仓
CSCO CISCO SYS INC $35.78万0.19%3,047 130.4% $1,527 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $36.43万0.19%728 -28-3.7% -$1.40万 减仓
TRV TRAVELERS COMPANIES INC $37.60万0.20%1,139 30.3% $990 加仓
DFSU DIMENSIONAL ETF TRUST $39.93万0.21%8,563 200.2% $933 加仓