Keystone Financial Group — Q2 2021 13F 持股

Name: Keystone Financial Group — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729299

申报总市值

US$14.6亿

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本季完整持股清单

仅显示前 200 大持股（共 289 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	10.46%	-0.55%	+0.09%
2	AAPL	Apple INC	股票-科技	5.83%	-0.85%	-4.76%
3	CFO	Victoryshares US 500 Enhance	ETF-其他	4.37%	—	+8.94%
4	ITOT	Ishares Core S&p Total U.s.	ETF-其他	3.22%	—	+3.35%
5	FTCS	First Trust Capital Strength	ETF-其他	2.63%	—	+3.33%
6	MSFT	Microsoft CORP	股票-科技	2.14%	-0.45%	-0.63%
7	CDC	Victoryshares US Eq Income E	ETF-其他	1.91%	—	+13.00%
8	TSLA	Tesla INC	股票-周期性消费	1.90%	-0.58%	-1.82%
9	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.85%	—	+0.96%
10	AMZN	Amazon.com INC	股票-周期性消费	1.68%	-0.02%	-0.99%
11	VTV	Vanguard Value ETF	ETF-其他	1.61%	—	+2.42%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.56%	-0.29%	+8.74%
13	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.44%	—	-1.45%
14	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.43%	—	+10.76%
15	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.33%	—	+0.34%
16	PFF	Ishares Preferred & Income S	ETF-其他	1.33%	—	-0.27%
17	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	1.29%	—	—
18	RDVY	First Trust Rising Dividend	ETF-其他	1.27%	—	+9.85%
19	SWAN	Amplify Blckswn Grow Trsry	ETF-其他	1.18%	—	+2.17%
20	IXUS	Ishares Core Intl Stock ETF	ETF-其他	1.03%	—	+4.65%
21	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.99%	—	+1.13%
22	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.96%	—	-2.33%
23	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	0.92%	—	-5.97%
24	AMD	Advanced Micro Devices	股票-科技	0.91%	+0.30%	-5.79%
25	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.89%	+0.06%	-0.34%
26	JNJ	Johnson & Johnson	股票-医疗保健	0.87%	+0.05%	+0.36%
27	GOOG	Alphabet Inc-cl C	股票-通信服务	0.86%	—	-1.35%
28	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.82%	+0.03%	+16.95%
29	META	Meta Platforms Inc-class A	股票-通信服务	0.81%	-0.21%	-4.26%
30	FIXD	First Trust Smith Opportunis	ETF-其他	0.75%	—	+8.90%
31	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-其他	0.70%	—	+7.05%
32	PG	Procter & Gamble Co/the	股票-非周期性消费	0.68%	—	+1.16%
33	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.64%	—	+4.24%
34	T	At&t INC	股票-通信服务	0.59%	—	-5.41%
35	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.58%	—	-6.96%
36	BA	Boeing Co/the	股票-工业	0.57%	—	-1.19%
37	MDY	State Street Spdr S&p Midcap	ETF-其他	0.56%	—	—
38	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.55%	—	-2.29%
39	DIS	Walt Disney Co/the	股票-通信服务	0.55%	—	+0.46%
40	JPM	Jpmorgan Chase & Co	股票-金融	0.53%	—	-3.65%
41	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.53%	—	+5.01%
42	XOM	Exxon Mobil CORP	股票-能源	0.52%	+0.15%	+1.04%
43	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.51%	—	+4.46%
44	IP	International Paper Co	股票-周期性消费	0.50%	—	-0.41%
45	NVDA	Nvidia CORP	股票-科技	0.50%	—	+0.94%
46	VUG	Vanguard Growth ETF	ETF-其他	0.50%	—	+6.87%
47	IXN	Ishares Global Tech ETF	ETF-科技型	0.48%	—	+1.88%
48	HD	Home Depot INC	股票-周期性消费	0.48%	—	-0.88%
49	DGRO	Ishares Core Dividend Growth	ETF-其他	0.47%	—	+22.56%
50	FV	First Trust Dw Focus 5 Fund	ETF-其他	0.45%	—	-34.76%

1–50 of 200

本季持股变动

Keystone Financial Group 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
2	AAPL	Apple INC	—	EXIT	清仓
3	CFO	Victoryshares US 500 Enhance	—	EXIT	清仓
4	ITOT	Ishares Core S&p Total U.s.	—	EXIT	清仓
5	FTCS	First Trust Capital Strength	—	EXIT	清仓
6	TSLA	Tesla INC	—	EXIT	清仓
7	MSFT	Microsoft CORP	—	EXIT	清仓
8	VOO	Vanguard S&p 500 ETF	—	EXIT	清仓
9	CDC	Victoryshares US Eq Income E	—	EXIT	清仓
10	AMZN	Amazon.com INC	—	EXIT	清仓
11	VTV	Vanguard Value ETF	—	EXIT	清仓
12	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
13	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
14	PFF	Ishares Preferred & Income S	—	EXIT	清仓
15	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
16	RSP	Invesco S&p 500 Equal Weight	—	EXIT	清仓
17	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	清仓
18	RDVY	First Trust Rising Dividend	—	EXIT	清仓
19	SWAN	Amplify Blckswn Grow Trsry	—	EXIT	清仓
20	TOTL	Ss Doubleline Tr Tact ETF	—	EXIT	清仓
21	IXUS	Ishares Core Intl Stock ETF	—	EXIT	清仓
22	QUAL	Ishares Msci USA Quality Fac	—	EXIT	清仓
23	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	清仓
24	JNJ	Johnson & Johnson	—	EXIT	清仓
25	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
26	AMD	Advanced Micro Devices	—	EXIT	清仓
27	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
28	META	Meta Platforms Inc-class A	—	EXIT	清仓
29	FIXD	First Trust Smith Opportunis	—	EXIT	清仓
30	PG	Procter & Gamble Co/the	—	EXIT	清仓
31	T	At&t INC	—	EXIT	清仓
32	FV	First Trust Dw Focus 5 Fund	—	EXIT	清仓
33	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	清仓
34	IAUUSD	Ishares Gold Trust	—	EXIT	清仓
35	SCHP	Schwab U.s. Tips ETF	—	EXIT	清仓
36	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
37	BA	Boeing Co/the	—	EXIT	清仓
38	VIG	Vanguard Dividend Apprec ETF	—	EXIT	清仓
39	DIS	Walt Disney Co/the	—	EXIT	清仓
40	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	清仓
41	MDY	State Street Spdr S&p Midcap	—	EXIT	清仓
42	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
43	DIA	Ss Spdr Dow Jones Indus Avg	—	EXIT	清仓
44	✓	Danimer Scientific INC	—	EXIT	清仓
45	ABT	Abbott Laboratories	—	EXIT	清仓
46	IJR	Ishares Core S&p Small-cap E	—	EXIT	清仓
47	HD	Home Depot INC	—	EXIT	清仓
48	XOM	Exxon Mobil CORP	—	EXIT	清仓
49	IP	International Paper Co	—	EXIT	清仓
50	BND	Vanguard Total Bond Market	—	EXIT	清仓