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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $2,735.79万 | 14.22% | 606,337 | -28,009 | -4.4% | -$126.38万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $2,117.37万 | 11.01% | 272,896 | 91,403 | 50.4% | $709.19万 | 加仓 |
| SGOV | ISHARES TR | $1,814.27万 | 9.43% | 180,238 | -9,247 | -4.9% | -$93.08万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,201.36万 | 6.24% | 391,577 | 6,441 | 1.7% | $19.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,042.21万 | 5.42% | 48,461 | 922 | 1.9% | $19.83万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $908.85万 | 4.72% | 102,741 | 446 | 0.4% | $3.95万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $855.41万 | 4.45% | 112,123 | 22,691 | 25.4% | $173.11万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $803.91万 | 4.18% | 236,652 | 39,892 | 20.3% | $135.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $770.81万 | 4.01% | 160,987 | 42,718 | 36.1% | $204.53万 | 加仓 |
| FBK | FB FINL CORP | $696.78万 | 3.62% | 134,150 | -26,797 | -16.6% | -$139.18万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $673.97万 | 3.50% | 281,882 | 14,877 | 5.6% | $35.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $588.12万 | 3.06% | 151,343 | -8,040 | -5.0% | -$31.24万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $448.35万 | 2.33% | 59,661 | 27,671 | 86.5% | $207.95万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $367.95万 | 1.91% | 48,256 | 14,546 | 43.2% | $110.91万 | 加仓 |
| SHV | ISHARES TR | $367.38万 | 1.91% | 33,280 | 131 | 0.4% | $1.45万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $356.59万 | 1.85% | 81,674 | -808 | -1.0% | -$3.53万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $270.37万 | 1.41% | 36,646 | 11,444 | 45.4% | $84.43万 | 加仓 |
| USRT | ISHARES TR | $248.85万 | 1.29% | 42,043 | -236 | -0.6% | -$1.40万 | 减仓 |
| ITOT | ISHARES TR | $226.32万 | 1.18% | 15,890 | -2,256 | -12.4% | -$32.13万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $221.01万 | 1.15% | 43,903 | -35,855 | -45.0% | -$180.49万 | 减仓 |
| VLUE | ISHARES TR | $159.18万 | 0.83% | 11,195 | -330 | -2.9% | -$4.69万 | 减仓 |
| IEFA | ISHARES TR | $150.06万 | 0.78% | 16,576 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $145.89万 | 0.76% | 4,548 | 2,567 | 129.6% | $82.34万 | 加仓 |
| IXUS | ISHARES TR | $116.51万 | 0.61% | 13,447 | -10,159 | -43.0% | -$88.02万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $112.71万 | 0.59% | 14,256 | -575 | -3.9% | -$4.55万 | 减仓 |
| ISTB | ISHARES TR | $112.20万 | 0.58% | 23,154 | 952 | 4.3% | $4.61万 | 加仓 |
| TFC | TRUIST FINL CORP | $100.28万 | 0.52% | 21,814 | 75 | 0.3% | $3,448 | 加仓 |
| IJR | ISHARES TR | $99.77万 | 0.52% | 8,026 | -605 | -7.0% | -$7.52万 | 减仓 |
| IEMG | ISHARES INC | $81.54万 | 0.42% | 11,690 | -102 | -0.9% | -$7,115 | 减仓 |
| VTV | VANGUARD INDEX FDS | $80.89万 | 0.42% | 4,123 | 11 | 0.3% | $2,158 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $79.14万 | 0.41% | 15,768 | -58,857 | -78.9% | -$295.40万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $61.56万 | 0.32% | 19,443 | -1,538 | -7.3% | -$4.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $60.57万 | 0.31% | 3,473 | -5 | -0.1% | -$872 | 减仓 |
| MTUM | ISHARES TR | $58.17万 | 0.30% | 2,424 | -38 | -1.5% | -$9,119 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $57.46万 | 0.30% | 18,101 | -221 | -1.2% | -$7,016 | 减仓 |
| VUG | VANGUARD INDEX FDS | $53.19万 | 0.28% | 1,218 | 2 | 0.2% | $873 | 加仓 |
| SLV | ISHARES SILVER TR | $51.51万 | 0.27% | 7,560 | 3,105 | 69.7% | $21.16万 | 加仓 |
| USMV | ISHARES TR | $43.42万 | 0.23% | 4,682 | -925 | -16.5% | -$8.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $39.20万 | 0.20% | 1,604 | 6 | 0.4% | $1,466 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.23万 | 0.19% | 756 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $35.10万 | 0.18% | 8,543 | 111 | 1.3% | $4,561 | 加仓 |
| IGSB | ISHARES TR | $33.27万 | 0.17% | 6,331 | 47 | 0.7% | $2,470 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $33.14万 | 0.17% | 1,136 | 3 | 0.3% | $875 | 加仓 |
| AMGN | AMGEN INC | $32.08万 | 0.17% | 912 | 4 | 0.4% | $1,407 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $31.92万 | 0.17% | 7,960 | -5,086 | -39.0% | -$20.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $28.85万 | 0.15% | 779 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $28.04万 | 0.15% | 2,422 | 8 | 0.3% | $926 | 加仓 |
| SO | SOUTHERN CO | $27.75万 | 0.14% | 2,875 | 13 | 0.5% | $1,255 | 加仓 |
| ENFR | ALPS ETF TR | $26.70万 | 0.14% | 6,989 | 723 | 11.5% | $2.76万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $25.46万 | 0.13% | 3,366 | 3,366 | — | $25.46万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $25.03万 | 0.13% | 8,609 | -54,708 | -86.4% | -$159.04万 | 减仓 |
| ABBV | ABBVIE INC | $24.78万 | 0.13% | 1,139 | 3 | 0.3% | $653 | 加仓 |
| CSCO | CISCO SYS INC | $23.54万 | 0.12% | 3,034 | -383 | -11.2% | -$2.97万 | 减仓 |
| IUSG | ISHARES TR | $22.24万 | 0.12% | 1,434 | 1 | 0.1% | $155 | 加仓 |
| ATO | ATMOS ENERGY CORP | $20.98万 | 0.11% | 1,136 | 6 | 0.5% | $1,108 | 加仓 |
| NEAR | ISHARES U S ETF TR | $19.30万 | 0.10% | 3,796 | -54,255 | -93.5% | -$275.81万 | 减仓 |
| IWF | ISHARES TR | $19.28万 | 0.10% | 452 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $17.90万 | 0.09% | 1,751 | 7 | 0.4% | $716 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $17.74万 | 0.09% | 3,552 | -1,653 | -31.8% | -$8.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $17.28万 | 0.09% | 204 | -29 | -12.4% | -$2.46万 | 减仓 |
| — | HONEYWELL INTL INC | $15.52万 | 0.08% | 687 | 4 | 0.6% | $904 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $14.61万 | 0.08% | 1,801 | -84 | -4.5% | -$6,816 | 减仓 |
| IJH | ISHARES TR | $14.57万 | 0.08% | 2,158 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.79万 | 0.07% | 877 | 3 | 0.3% | $472 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $13.53万 | 0.07% | 1,525 | 15 | 1.0% | $1,331 | 加仓 |
| MMM | 3M CO | $13.21万 | 0.07% | 910 | 5 | 0.6% | $726 | 加仓 |
| TXN | TEXAS INSTRS INC | $12.05万 | 0.06% | 621 | 3 | 0.5% | $582 | 加仓 |
| SUSL | ISHARES TR | $11.97万 | 0.06% | 1,054 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $10.18万 | 0.05% | 3,290 | -9,481 | -74.2% | -$29.35万 | 减仓 |
| HYDB | ISHARES TR | $9.49万 | 0.05% | 2,040 | -232 | -10.2% | -$1.08万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $9.36万 | 0.05% | 2,710 | 4 | 0.1% | $138 | 加仓 |
| EMR | EMERSON ELEC CO | $8.85万 | 0.05% | 675 | 2 | 0.3% | $262 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $7.76万 | 0.04% | 1,826 | -8,000 | -81.4% | -$34.00万 | 减仓 |
| LIN | LINDE PLC | $7.46万 | 0.04% | 150 | 150 | — | $7.46万 | 新建仓 |
| GLD | SPDR GOLD TR | $7.06万 | 0.04% | 164 | 1 | 0.6% | $430 | 加仓 |
| — | ISHARES TR | $7.05万 | 0.04% | 2,599 | 68 | 2.7% | $1,845 | 加仓 |
| PEP | PEPSICO INC | $7.03万 | 0.04% | 453 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $6.98万 | 0.04% | 1,647 | 2 | 0.1% | $85 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.85万 | 0.04% | 474 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $6.54万 | 0.03% | 745 | 2 | 0.3% | $176 | 加仓 |
| MDT | MEDTRONIC PLC | $6.47万 | 0.03% | 741 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $6.24万 | 0.03% | 246 | -704 | -74.1% | -$17.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $6.18万 | 0.03% | 236 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $5.97万 | 0.03% | 352 | 2 | 0.6% | $339 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.44万 | 0.03% | 371 | 1 | 0.3% | $147 | 加仓 |
| HD | HOME DEPOT INC | $4.76万 | 0.02% | 145 | 1 | 0.7% | $328 | 加仓 |
| TQQQ | PROSHARES TR | $4.60万 | 0.02% | 1,105 | 2 | 0.2% | $83 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $4.39万 | 0.02% | 1,236 | 2 | 0.2% | $71 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4.34万 | 0.02% | 677 | 1 | 0.1% | $64 | 加仓 |
| VSGX | VANGUARD WORLD FD | $4.30万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.27万 | 0.02% | 437 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.55万 | 0.02% | 243 | 1 | 0.4% | $146 | 加仓 |
| EOG | EOG RES INC | $3.34万 | 0.02% | 231 | 2 | 0.9% | $289 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.17万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.01万 | 0.02% | 242 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $2.95万 | 0.02% | 697 | 2 | 0.3% | $85 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $2.81万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $2.79万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.45万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $2.39万 | 0.01% | 277 | 277 | — | $2.39万 | 新建仓 |