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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $3,209.66万 | 16.85% | 620,943 | 14,606 | 2.4% | $75.50万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $2,272.88万 | 11.93% | 292,988 | 20,092 | 7.4% | $155.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,206.30万 | 6.33% | 380,415 | -11,162 | -2.9% | -$35.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,169.23万 | 6.14% | 49,414 | 953 | 2.0% | $22.55万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $1,089.63万 | 5.72% | 142,196 | 30,073 | 26.8% | $230.45万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $993.12万 | 5.21% | 269,575 | 32,923 | 13.9% | $121.29万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $981.02万 | 5.15% | 105,057 | 2,316 | 2.3% | $21.63万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $833.56万 | 4.37% | 109,104 | 49,443 | 82.9% | $377.75万 | 加仓 |
| FBK | FB FINL CORP | $737.56万 | 3.87% | 133,253 | -897 | -0.7% | -$4.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $677.85万 | 3.56% | 152,808 | 1,465 | 1.0% | $6.50万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $667.65万 | 3.50% | 139,823 | -21,164 | -13.1% | -$101.06万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $592.09万 | 3.11% | 244,206 | -37,676 | -13.4% | -$91.35万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $460.44万 | 2.42% | 60,314 | 12,058 | 25.0% | $92.05万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $358.07万 | 1.88% | 82,314 | 640 | 0.8% | $2.78万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $295.70万 | 1.55% | 35,717 | -929 | -2.5% | -$7.69万 | 减仓 |
| USRT | ISHARES TR | $293.64万 | 1.54% | 44,189 | 2,146 | 5.1% | $14.26万 | 加仓 |
| ITOT | ISHARES TR | $252.82万 | 1.33% | 15,391 | -499 | -3.1% | -$8.20万 | 减仓 |
| SGOV | ISHARES TR | $231.12万 | 1.21% | 22,958 | -157,280 | -87.3% | -$1,583.34万 | 减仓 |
| VLUE | ISHARES TR | $224.47万 | 1.18% | 11,234 | 39 | 0.3% | $7,793 | 加仓 |
| IEFA | ISHARES TR | $162.80万 | 0.85% | 16,856 | 280 | 1.7% | $2.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.05万 | 0.69% | 3,569 | -979 | -21.5% | -$36.22万 | 减仓 |
| IXUS | ISHARES TR | $127.78万 | 0.67% | 13,389 | -58 | -0.4% | -$5,535 | 减仓 |
| SPTM | SPDR SERIES TRUST | $125.86万 | 0.66% | 13,863 | -393 | -2.8% | -$3.57万 | 减仓 |
| IJR | ISHARES TR | $118.31万 | 0.62% | 7,977 | -49 | -0.6% | -$7,267 | 减仓 |
| ISTB | ISHARES TR | $110.37万 | 0.58% | 22,874 | -280 | -1.2% | -$1.35万 | 减仓 |
| TFC | TRUIST FINL CORP | $109.81万 | 0.58% | 22,041 | 227 | 1.0% | $1.13万 | 加仓 |
| IEMG | ISHARES INC | $94.10万 | 0.49% | 11,359 | -331 | -2.8% | -$2.74万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $89.78万 | 0.47% | 17,820 | -26,083 | -59.4% | -$131.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $88.98万 | 0.47% | 4,083 | -40 | -1.0% | -$8,717 | 减仓 |
| MTUM | ISHARES TR | $83.18万 | 0.44% | 2,426 | 2 | 0.1% | $686 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $79.35万 | 0.42% | 15,768 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $69.58万 | 0.37% | 3,477 | 4 | 0.1% | $800 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $64.48万 | 0.34% | 18,245 | 144 | 0.8% | $5,089 | 加仓 |
| VUG | VANGUARD INDEX FDS | $61.96万 | 0.33% | 7,193 | -115 | -1.6% | -$9,906 | 减仓 |
| USMV | ISHARES TR | $45.23万 | 0.24% | 4,689 | 7 | 0.1% | $675 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $42.77万 | 0.22% | 13,479 | -5,964 | -30.7% | -$18.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $40.87万 | 0.21% | 1,609 | 5 | 0.3% | $1,270 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $39.93万 | 0.21% | 8,563 | 20 | 0.2% | $933 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $37.60万 | 0.20% | 1,139 | 3 | 0.3% | $990 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.43万 | 0.19% | 728 | -28 | -3.7% | -$1.40万 | 减仓 |
| CSCO | CISCO SYS INC | $35.78万 | 0.19% | 3,047 | 13 | 0.4% | $1,527 | 加仓 |
| IGSB | ISHARES TR | $33.56万 | 0.18% | 6,404 | 73 | 1.2% | $3,826 | 加仓 |
| AMGN | AMGEN INC | $33.18万 | 0.17% | 916 | 4 | 0.4% | $1,449 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $31.24万 | 0.16% | 7,256 | -704 | -8.8% | -$3.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $29.09万 | 0.15% | 780 | 1 | 0.1% | $373 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $28.39万 | 0.15% | 2,432 | 10 | 0.4% | $1,167 | 加仓 |
| SO | SOUTHERN CO | $27.51万 | 0.14% | 2,875 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $27.01万 | 0.14% | 1,436 | 2 | 0.1% | $376 | 加仓 |
| ABBV | ABBVIE INC | $26.29万 | 0.14% | 1,045 | -94 | -8.3% | -$2.37万 | 减仓 |
| ENFR | ALPS ETF TR | $26.22万 | 0.14% | 6,883 | -106 | -1.5% | -$4,039 | 减仓 |
| IWF | ISHARES TR | $22.47万 | 0.12% | 1,810 | 2 | 0.1% | $248 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.75万 | 0.11% | 205 | 1 | 0.5% | $1,012 | 加仓 |
| ATO | ATMOS ENERGY CORP | $19.69万 | 0.10% | 1,143 | 7 | 0.6% | $1,206 | 加仓 |
| IUSV | ISHARES TR | $19.37万 | 0.10% | 1,758 | 7 | 0.4% | $771 | 加仓 |
| TXN | TEXAS INSTRS INC | $18.56万 | 0.10% | 623 | 2 | 0.3% | $596 | 加仓 |
| NEAR | ISHARES U S ETF TR | $16.72万 | 0.09% | 3,300 | -496 | -13.1% | -$2.51万 | 减仓 |
| IJH | ISHARES TR | $16.64万 | 0.09% | 2,158 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $16.24万 | 0.09% | 1,804 | 3 | 0.2% | $270 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $14.93万 | 0.08% | 4,991 | -3,618 | -42.0% | -$10.82万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $14.83万 | 0.08% | 1,538 | 13 | 0.9% | $1,253 | 加仓 |
| MMM | 3M CO | $14.80万 | 0.08% | 914 | 4 | 0.4% | $648 | 加仓 |
| SUSL | ISHARES TR | $13.99万 | 0.07% | 1,054 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $11.08万 | 0.06% | 2,725 | 15 | 0.6% | $610 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $10.84万 | 0.06% | 881 | 4 | 0.5% | $492 | 加仓 |
| EMR | EMERSON ELEC CO | $9.69万 | 0.05% | 677 | 2 | 0.3% | $286 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9.40万 | 0.05% | 2,522 | 1,286 | 104.0% | $4.79万 | 加仓 |
| TQQQ | PROSHARES TR | $8.97万 | 0.05% | 1,107 | 2 | 0.2% | $162 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $8.09万 | 0.04% | 1,656 | 9 | 0.5% | $440 | 加仓 |
| LIN | LINDE PLC | $7.83万 | 0.04% | 151 | 1 | 0.7% | $519 | 加仓 |
| HON | HONEYWELL INTL INC | $7.72万 | 0.04% | 345 | -342 | -49.8% | -$7.66万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $7.63万 | 0.04% | 345 | 345 | — | $7.63万 | 新建仓 |
| — | ISHARES TR | $7.51万 | 0.04% | 2,599 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $7.23万 | 0.04% | 250 | 4 | 1.6% | $1,157 | 加仓 |
| VB | VANGUARD INDEX FDS | $7.15万 | 0.04% | 236 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $7.14万 | 0.04% | 747 | 2 | 0.3% | $191 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.95万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $6.78万 | 0.04% | 2,001 | -1,289 | -39.2% | -$4.37万 | 减仓 |
| PEP | PEPSICO INC | $6.13万 | 0.03% | 453 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.90万 | 0.03% | 372 | 1 | 0.3% | $159 | 加仓 |
| GLD | SPDR GOLD TR | $5.86万 | 0.03% | 159 | -5 | -3.0% | -$1,842 | 减仓 |
| MDT | MEDTRONIC PLC | $5.85万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $5.35万 | 0.03% | 1,144 | -896 | -43.9% | -$4.19万 | 减仓 |
| HD | HOME DEPOT INC | $5.12万 | 0.03% | 145 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $4.94万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.85万 | 0.03% | 437 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.85万 | 0.03% | 681 | 4 | 0.6% | $285 | 加仓 |
| — | EXXON MOBIL CORP | $4.85万 | 0.03% | 354 | 2 | 0.6% | $274 | 加仓 |
| SLV | ISHARES SILVER TR | $4.33万 | 0.02% | 810 | -6,750 | -89.3% | -$36.09万 | 减仓 |
| NRG | NRG ENERGY INC | $3.56万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $3.53万 | 0.02% | 669 | 68 | 11.3% | $3,585 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.47万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $3.24万 | 0.02% | 645 | -2,907 | -81.8% | -$14.61万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $3.18万 | 0.02% | 705 | 8 | 1.1% | $361 | 加仓 |
| TSLA | TESLA INC | $3.15万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $3.02万 | 0.02% | 233 | 2 | 0.9% | $259 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2.85万 | 0.01% | 790 | 3 | 0.4% | $108 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $2.79万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.74万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $2.31万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.12万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |