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 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $33.14万 | 0.17% | 1,136 | 3 | 0.3% | $875 | 加仓 |
| IGSB | ISHARES TR | $33.27万 | 0.17% | 6,331 | 47 | 0.7% | $2,470 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $35.10万 | 0.18% | 8,543 | 111 | 1.3% | $4,561 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.23万 | 0.19% | 756 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $39.20万 | 0.20% | 1,604 | 6 | 0.4% | $1,466 | 加仓 |
| USMV | ISHARES TR | $43.42万 | 0.23% | 4,682 | -925 | -16.5% | -$8.58万 | 减仓 |
| SLV | ISHARES SILVER TR | $51.51万 | 0.27% | 7,560 | 3,105 | 69.7% | $21.16万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $53.19万 | 0.28% | 1,218 | 2 | 0.2% | $873 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $57.46万 | 0.30% | 18,101 | -221 | -1.2% | -$7,016 | 减仓 |
| MTUM | ISHARES TR | $58.17万 | 0.30% | 2,424 | -38 | -1.5% | -$9,119 | 减仓 |
| NVDA | NVIDIA CORPORATION | $60.57万 | 0.31% | 3,473 | -5 | -0.1% | -$872 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $61.56万 | 0.32% | 19,443 | -1,538 | -7.3% | -$4.87万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $79.14万 | 0.41% | 15,768 | -58,857 | -78.9% | -$295.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $80.89万 | 0.42% | 4,123 | 11 | 0.3% | $2,158 | 加仓 |
| IEMG | ISHARES INC | $81.54万 | 0.42% | 11,690 | -102 | -0.9% | -$7,115 | 减仓 |
| IJR | ISHARES TR | $99.77万 | 0.52% | 8,026 | -605 | -7.0% | -$7.52万 | 减仓 |
| TFC | TRUIST FINL CORP | $100.28万 | 0.52% | 21,814 | 75 | 0.3% | $3,448 | 加仓 |
| ISTB | ISHARES TR | $112.20万 | 0.58% | 23,154 | 952 | 4.3% | $4.61万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $112.71万 | 0.59% | 14,256 | -575 | -3.9% | -$4.55万 | 减仓 |
| IXUS | ISHARES TR | $116.51万 | 0.61% | 13,447 | -10,159 | -43.0% | -$88.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $145.89万 | 0.76% | 4,548 | 2,567 | 129.6% | $82.34万 | 加仓 |
| IEFA | ISHARES TR | $150.06万 | 0.78% | 16,576 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $159.18万 | 0.83% | 11,195 | -330 | -2.9% | -$4.69万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $221.01万 | 1.15% | 43,903 | -35,855 | -45.0% | -$180.49万 | 减仓 |
| ITOT | ISHARES TR | $226.32万 | 1.18% | 15,890 | -2,256 | -12.4% | -$32.13万 | 减仓 |
| USRT | ISHARES TR | $248.85万 | 1.29% | 42,043 | -236 | -0.6% | -$1.40万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $270.37万 | 1.41% | 36,646 | 11,444 | 45.4% | $84.43万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $356.59万 | 1.85% | 81,674 | -808 | -1.0% | -$3.53万 | 减仓 |
| SHV | ISHARES TR | $367.38万 | 1.91% | 33,280 | 131 | 0.4% | $1.45万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $367.95万 | 1.91% | 48,256 | 14,546 | 43.2% | $110.91万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $448.35万 | 2.33% | 59,661 | 27,671 | 86.5% | $207.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $588.12万 | 3.06% | 151,343 | -8,040 | -5.0% | -$31.24万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $673.97万 | 3.50% | 281,882 | 14,877 | 5.6% | $35.57万 | 加仓 |
| FBK | FB FINL CORP | $696.78万 | 3.62% | 134,150 | -26,797 | -16.6% | -$139.18万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $770.81万 | 4.01% | 160,987 | 42,718 | 36.1% | $204.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $803.91万 | 4.18% | 236,652 | 39,892 | 20.3% | $135.51万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $855.41万 | 4.45% | 112,123 | 22,691 | 25.4% | $173.11万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $908.85万 | 4.72% | 102,741 | 446 | 0.4% | $3.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,042.21万 | 5.42% | 48,461 | 922 | 1.9% | $19.83万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,201.36万 | 6.24% | 391,577 | 6,441 | 1.7% | $19.76万 | 加仓 |
| SGOV | ISHARES TR | $1,814.27万 | 9.43% | 180,238 | -9,247 | -4.9% | -$93.08万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $2,117.37万 | 11.01% | 272,896 | 91,403 | 50.4% | $709.19万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,735.79万 | 14.22% | 606,337 | -28,009 | -4.4% | -$126.38万 | 减仓 |