Keystone Financial Group, Inc.
ATLANTA GA · SEC CIK 0002053642
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $40.87万 | 0.21% | 1,609 | 5 | 0.3% | $1,270 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $42.77万 | 0.22% | 13,479 | -5,964 | -30.7% | -$18.92万 | 减仓 |
| USMV | ISHARES TR | $45.23万 | 0.24% | 4,689 | 7 | 0.1% | $675 | 加仓 |
| VUG | VANGUARD INDEX FDS | $61.96万 | 0.33% | 7,193 | -115 | -1.6% | -$9,906 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $64.48万 | 0.34% | 18,245 | 144 | 0.8% | $5,089 | 加仓 |
| NVDA | NVIDIA CORPORATION | $69.58万 | 0.37% | 3,477 | 4 | 0.1% | $800 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $79.35万 | 0.42% | 15,768 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $83.18万 | 0.44% | 2,426 | 2 | 0.1% | $686 | 加仓 |
| VTV | VANGUARD INDEX FDS | $88.98万 | 0.47% | 4,083 | -40 | -1.0% | -$8,717 | 减仓 |
| MEAR | ISHARES U S ETF TR | $89.78万 | 0.47% | 17,820 | -26,083 | -59.4% | -$131.41万 | 减仓 |
| IEMG | ISHARES INC | $94.10万 | 0.49% | 11,359 | -331 | -2.8% | -$2.74万 | 减仓 |
| TFC | TRUIST FINL CORP | $109.81万 | 0.58% | 22,041 | 227 | 1.0% | $1.13万 | 加仓 |
| ISTB | ISHARES TR | $110.37万 | 0.58% | 22,874 | -280 | -1.2% | -$1.35万 | 减仓 |
| IJR | ISHARES TR | $118.31万 | 0.62% | 7,977 | -49 | -0.6% | -$7,267 | 减仓 |
| SPTM | SPDR SERIES TRUST | $125.86万 | 0.66% | 13,863 | -393 | -2.8% | -$3.57万 | 减仓 |
| IXUS | ISHARES TR | $127.78万 | 0.67% | 13,389 | -58 | -0.4% | -$5,535 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.05万 | 0.69% | 3,569 | -979 | -21.5% | -$36.22万 | 减仓 |
| IEFA | ISHARES TR | $162.80万 | 0.85% | 16,856 | 280 | 1.7% | $2.70万 | 加仓 |
| VLUE | ISHARES TR | $224.47万 | 1.18% | 11,234 | 39 | 0.3% | $7,793 | 加仓 |
| SGOV | ISHARES TR | $231.12万 | 1.21% | 22,958 | -157,280 | -87.3% | -$1,583.34万 | 减仓 |
| ITOT | ISHARES TR | $252.82万 | 1.33% | 15,391 | -499 | -3.1% | -$8.20万 | 减仓 |
| USRT | ISHARES TR | $293.64万 | 1.54% | 44,189 | 2,146 | 5.1% | $14.26万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $295.70万 | 1.55% | 35,717 | -929 | -2.5% | -$7.69万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $358.07万 | 1.88% | 82,314 | 640 | 0.8% | $2.78万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $460.44万 | 2.42% | 60,314 | 12,058 | 25.0% | $92.05万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $592.09万 | 3.11% | 244,206 | -37,676 | -13.4% | -$91.35万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $667.65万 | 3.50% | 139,823 | -21,164 | -13.1% | -$101.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $677.85万 | 3.56% | 152,808 | 1,465 | 1.0% | $6.50万 | 加仓 |
| FBK | FB FINL CORP | $737.56万 | 3.87% | 133,253 | -897 | -0.7% | -$4.96万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $833.56万 | 4.37% | 109,104 | 49,443 | 82.9% | $377.75万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $981.02万 | 5.15% | 105,057 | 2,316 | 2.3% | $21.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $993.12万 | 5.21% | 269,575 | 32,923 | 13.9% | $121.29万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $1,089.63万 | 5.72% | 142,196 | 30,073 | 26.8% | $230.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,169.23万 | 6.14% | 49,414 | 953 | 2.0% | $22.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,206.30万 | 6.33% | 380,415 | -11,162 | -2.9% | -$35.39万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $2,272.88万 | 11.93% | 292,988 | 20,092 | 7.4% | $155.87万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,209.66万 | 16.85% | 620,943 | 14,606 | 2.4% | $75.50万 | 加仓 |