Keystone Financial Group
CIK 1729299 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.7B
- 持仓
- 567
- 截至
- 2026年6月30日
按 13F 价值排名第 1700（共 9443） · 前 18.0%
投资组合价值同比（季度）：+16.1% 13F不披露现金
- 前十大持仓权重
- 34.67%
- 前二十五大持仓权重
- 53.30%
- 持仓高于 1%
- 21
- 有效持仓数量
- 59.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.22% 估计买入 $173240947 · 卖出 $81929489
- 新仓位
- 61
- 增加
- 264
- 减少
- 171
- 已结清
- 16
本页内容
行业细分
Technology
20.5%
Consumer Discretionary
3.3%
Communication Services
3.0%
Retail
2.5%
Healthcare
2.4%
Industrials
1.9%
Financials
1.8%
Energy
1.0%
Consumer Staples
0.8%
Financial Services
0.7%
Consumer products
0.6%
Utilities
0.6%
Telecommunication
0.4%
Materials
0.3%
Communications
0.2%
Packaging
0.1%
Logistics & Transportation
0.1%
Real Estate
0.1%
其他/未映射
59.6%
完整投资组合 567 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $97733549 | 5.80% | 337758 | $9805201 | 下跌 ×1 | ||
| SPY SPY | $80530354 | 4.78% | 107838 | $1905494 | 下跌 ×1 | ||
| SPYM | $70204683 | 4.16% | 798870 | $15544996 | 上涨 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $61147827 | 3.63% | 63366 | $20915436 | 上涨 ×1 | ||
| SPYG | $52703514 | 3.13% | 442924 | $15239311 | 上涨 ×1 | ||
| VFLO VictoryShares Free Cash Flow ETF | $50914152 | 3.02% | 1112874 | $8287722 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $46592490 | 2.76% | 80206 | $29751025 | 上涨 ×1 | ||
| VTI | $45165041 | 2.68% | 122055 | $6057551 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $40118991 | 2.38% | 200505 | $930571 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $39601388 | 2.35% | 94154 | $4067356 | 上涨 ×1 | ||
| DYNF | $38559471 | 2.29% | 566968 | $6997467 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $32022096 | 1.90% | 274467 | $-6886684 | 上涨 ×1 | ||
| VOO | $25149378 | 1.49% | 36618 | $3245685 | 上涨 ×1 | ||
| BRKB | $24428312 | 1.45% | 48819 | $2034647 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $23875233 | 1.42% | 100173 | $162465 | 上涨 ×1 | ||
| BAI | $19923968 | 1.18% | 377921 | $6124370 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $19901665 | 1.18% | 60800 | $1330450 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $19395181 | 1.15% | 34432 | $-1111818 | 上涨 ×1 | ||
| IEMG | $18886332 | 1.12% | 227985 | $-1106348 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $17733792 | 1.05% | 47541 | $-1002747 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $17118559 | 1.02% | 23246 | $2633360 | 下跌 ×1 | ||
| BUFR | $16057967 | 0.95% | 439583 | $2499705 | 上涨 ×1 | ||
| SPTL | $14005531 | 0.83% | 533951 | $5285366 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $13975391 | 0.83% | 190374 | $1499917 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $13171462 | 0.78% | 37278 | $1629588 | 下跌 ×1 | ||
| VTV | $12887484 | 0.76% | 59136 | $1172702 | 下跌 ×1 | ||
| BRKA | $12730450 | 0.75% | 17 | $578230 | |||
| JNJ Johnson & Johnson Common Stock | $12009543 | 0.71% | 47287 | $434148 | 下跌 ×1 | ||
| VUG | $11764400 | 0.70% | 136573 | $2404372 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11499894 | 0.68% | 32179 | $1739108 | 上涨 ×1 | ||
| MTUM | $11262390 | 0.67% | 32851 | $1182397 | 下跌 ×1 | ||
| TCAF | $10445300 | 0.62% | 254143 | $1389118 | 下跌 ×1 | ||
| IVV | $9255254 | 0.55% | 12359 | $-877906 | 下跌 ×1 | ||
| VOOG | $8640036 | 0.51% | 104576 | $1810037 | 上涨 ×1 | ||
| SHLD | $8321446 | 0.49% | 139364 | $853290 | 上涨 ×1 | ||
| VIG | $8199006 | 0.49% | 34650 | $1094483 | 上涨 ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $7701519 | 0.46% | 274563 | 上涨 ×1 | |||
| IVE | $7573907 | 0.45% | 33356 | $1723770 | 上涨 ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $7509567 | 0.45% | 149088 | $7160557 | 上涨 ×1 | ||
| MLN | $7350417 | 0.44% | 413409 | $734119 | 上涨 ×1 | ||
| VOOV | $7100851 | 0.42% | 32393 | $992124 | 上涨 ×1 | ||
| QUAL | $7035897 | 0.42% | 32065 | $1370662 | 上涨 ×1 | ||
| THRO | $6909001 | 0.41% | 160264 | $-1687247 | 下跌 ×1 | ||
| VB | $6774140 | 0.40% | 22348 | $1246171 | 上涨 ×1 | ||
| XMPT | $6746493 | 0.40% | 301992 | $888588 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $6703452 | 0.40% | 5807 | $5190064 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $6545779 | 0.39% | 47877 | $-2475444 | 下跌 ×1 | ||
| HYMB | $6520362 | 0.39% | 256304 | $751434 | 上涨 ×1 | ||
| BA Boeing Company (The) Common Stock | $6339703 | 0.38% | 29287 | $49537 | 上涨 ×1 | ||
| VO | $6296684 | 0.37% | 78152 | $1089190 | 上涨 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $6011004 | 0.36% | 27262 | $-238338 | 上涨 ×1 | ||
| ITOT | $5881856 | 0.35% | 35806 | $668892 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $5785218 | 0.34% | 21402 | $-756429 | 下跌 ×1 | ||
| TOTL | $5582842 | 0.33% | 141445 | $-169722 | 下跌 ×1 | ||
| HEFA | $5504523 | 0.33% | 117305 | $-857104 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 939330825) | $5467748 | 0.32% | 81853 | $-4817 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $5434438 | 0.32% | 4531 | $1560977 | 上涨 ×1 | ||
| CGUS | $5417180 | 0.32% | 121789 | $2414159 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $5387605 | 0.32% | 36740 | $1567647 | 上涨 ×1 | ||
| T AT&T Inc. | $5374725 | 0.32% | 259648 | $-1250632 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 399874825) | $5328591 | 0.32% | 60732 | $343133 | |||
| IAGG | $5081550 | 0.30% | 100426 | $937123 | 上涨 ×1 | ||
| VYM | $4762418 | 0.28% | 30136 | $2177921 | 上涨 ×1 | ||
| VONE Vanguard Russell 1000 ETF | $4758384 | 0.28% | 14048 | $1258021 | 上涨 ×1 | ||
| XLF XLF | $4706858 | 0.28% | 87798 | $-676908 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $4633214 | 0.27% | 27951 | $-1430982 | 下跌 ×1 | ||
| SOXX SOXX | $4521378 | 0.27% | 7056 | $2303931 | 上涨 ×1 | ||
| RSP | $4517558 | 0.27% | 21232 | $452869 | 上涨 ×1 | ||
| MDY | $4476182 | 0.27% | 6364 | $434171 | |||
| CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $4366296 | 0.26% | 54525 | $-802638 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $4163859 | 0.25% | 36764 | $-470520 | 下跌 ×1 | ||
| DGRO | $4045596 | 0.24% | 53379 | $457495 | 上涨 ×1 | ||
| XLK XLK | $4008190 | 0.24% | 21038 | $1453433 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 453320822) | $3974131 | 0.24% | 145679 | $-21713 | 上涨 ×1 | ||
| USMV | $3957674 | 0.23% | 41029 | $232675 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 140543828) | $3957226 | 0.23% | 48519 | $199577 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $3950739 | 0.23% | 5177 | $1902669 | 下跌 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $3930798 | 0.23% | 40839 | $619824 | 上涨 ×1 | ||
| JQUA | $3875634 | 0.23% | 53620 | $-8161047 | 下跌 ×1 | ||
| VIOO | $3847807 | 0.23% | 27976 | $777489 | 上涨 ×1 | ||
| DIA | $3836640 | 0.23% | 7344 | $1126890 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3807931 | 0.23% | 7974 | $1174214 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $3765789 | 0.22% | 5896 | $2342930 | 上涨 ×1 | ||
| IVOO | $3734326 | 0.22% | 28637 | $485661 | 上涨 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $3711092 | 0.22% | 45782 | $884005 | 上涨 ×1 | ||
| IAU | $3692252 | 0.22% | 48897 | $-945698 | 下跌 ×1 | ||
| ICSH | $3668991 | 0.22% | 72538 | ||||
| PM Philip Morris International Inc Common Stock | $3639728 | 0.22% | 20119 | $668724 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3610038 | 0.21% | 14346 | $-501108 | 下跌 ×1 | ||
| IONQ IonQ, Inc. Common Stock | $3569654 | 0.21% | 67023 | $1760903 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $3543880 | 0.21% | 10392 | $2038847 | 上涨 ×1 | ||
| IJR | $3537563 | 0.21% | 23852 | $429728 | 下跌 ×1 | ||
| VCRB Vanguard Core Bond ETF | $3446528 | 0.20% | 44625 | $1460951 | 上涨 ×1 | ||
| XLE XLE | $3391570 | 0.20% | 63859 | $401083 | 上涨 ×1 | ||
| BIDD | $3366071 | 0.20% | 112128 | $-4739420 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3346303 | 0.20% | 8859 | $783035 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3330153 | 0.20% | 3127 | $1149304 | 上涨 ×1 | ||
| IWM | $3282549 | 0.19% | 10925 | $917847 | 上涨 ×1 | ||
| CGGR | $3281427 | 0.19% | 69522 | $625337 | 上涨 ×1 | ||
| SPYV | $3274013 | 0.19% | 53858 | $226142 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IALT | $7701519 | 274563 | 0.46% |
| ICSH | $3668991 | 72538 | 0.22% |
| EFA | $1899761 | 18288 | 0.11% |
| XSD | $1712381 | 2746 | 0.10% |
| IJT | $1635726 | 9159 | 0.10% |
| IYM | $1613315 | 8986 | 0.10% |
| IJK | $1535307 | 13066 | 0.09% |
| IJJ | $1395897 | 9449 | 0.08% |
| ON | $1361208 | 14398 | 0.08% |
| FNX | $1328635 | 9079 | 0.08% |
| XBI | $1274132 | 8051 | 0.08% |
| XTN | $1112743 | 9622 | 0.07% |
| SGOV | $636877 | 6326 | 0.04% |
| 未知发行人 (CUSIP: 84615Q103) | $553930 | 3242 | 0.03% |
| TUSI | $424619 | 16810 | 0.03% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AMD | 增持 | +33K | +$29.8M |
| STX | 增持 | +617 | +$20.9M |
| SPYM | 增持 | +85K | +$15.5M |
| SPYG | 增持 | +60K | +$15.2M |
| AAPL | 削减 | -3K | +$9.8M |
| VFLO | 增持 | +33K | +$8.3M |
| JQUA | 削减 | -143K | -$8.2M |
| DYNF | 增持 | +24K | +$7.0M |
| PLTR | 增持 | +8K | -$6.9M |
| BAI | 削减 | -41K | +$6.1M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ET | 2026年6月30日 | 106237 | $2050369 | 11.1% |
| EPD | 2026年6月30日 | 44592 | $1688052 | 4.7% |
| TER | 2026年6月30日 | 4684 | $1388733 | -22.6% |
| QLTA | 2026年6月30日 | 12202 | $580693 | 不再跟踪 |
| MDLZ | 2026年6月30日 | 6344 | $366362 | 10.9% |
| KRE | 2026年6月30日 | 5092 | $343206 | 不再跟踪 |
| BP | 2026年6月30日 | 6363 | $299047 | 22.4% |
| PAA | 2026年6月30日 | 11653 | $260213 | 11.9% |
| BST | 2026年6月30日 | 6884 | $250228 | -2.5% |
| USFR | 2026年6月30日 | 4904 | $246867 | 不再跟踪 |
| PFFD | 2026年6月30日 | 12042 | $221581 | 不再跟踪 |
| KVUE | 2026年6月30日 | 12469 | $214964 | -0.9% |
| ILMN | 2026年6月30日 | 1700 | $209542 | 19.4% |
| WINN | 2026年6月30日 | 7530 | $208791 | 2.7% |
| PYPL | 2026年6月30日 | 4465 | $201973 | 44.1% |
| DGNX | 2026年6月30日 | 20000 | $9602 | -13.2% |