KF

Keystone Financial Group, Inc.

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.9亿

申报季度: 2026-03-31 · 持股只数: 134

Keystone Financial Group, Inc.在最新一期 13F 报告中披露了 134 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 20.7%。

机构性格雪花图

集中度
24.74
持仓稳定性
20.68
动能／逆势
100
行业集中度
82.83
多样化
100
仓位均衡度
72.9

近期动向

  • 加仓 VPLS

    +50.4%　US$699.6万

  • 减仓 BRTR

    -78.9%　-US$299.8万

  • 减仓 NEAR

    -93.5%　-US$277.3万

  • 减仓 DFAU

    -4.4%　-US$232.9万

  • 减仓 FBK

    -16.6%　-US$201.3万

  • 加仓 VCRM

    +86.5%　US$206.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DFAUDimensional US Core Equity METF-其他14.22%-1.33%-4.42%
2VPLSVanguard Core-plus Bond ETFETF-其他11.01%+3.59%+50.36%
3SGOVIshares 0-3 Month Treasury BETF-政府公债9.43%-0.53%-4.88%
4SCHDSchwab US Dvd Equity ETFETF-其他6.24%+0.71%+1.67%
5VIGVanguard Dividend Apprec ETFETF-其他5.42%—+1.94%
6VIGIVanguard Int Div App Indx FdETF-其他4.72%-0.18%+0.44%
7VSDMVanguard Short Tax-ex BondETF-其他4.45%+0.87%+25.37%
8DFAXDimensional World Ex US CoreETF-其他4.18%+0.81%+20.27%
9DFSDDimensional Short DurationETF-其他4.01%+1.04%+36.12%
10FBKFb Financial CORP股票-其他3.62%-1.08%-16.65%
11INMUIshares Intermediate Muni InETF-其他3.50%+0.14%+5.57%
12DFACDimensional US Core Equity 2ETF-其他3.06%-0.24%-5.04%
13VCRMVanguard Core Tax-ex BondETF-其他2.33%+1.06%+86.50%
14VSDBVanguard Short Dur Bond ETFETF-其他1.91%+0.56%+43.15%
15SHVIshares 0-1 Year Treasury BoETF-政府公债1.91%—+0.40%
16EMLPFirst Trust North American EETF-其他1.85%+0.21%-0.98%
17DFAWDimensional World Eqty ETFETF-其他1.41%+0.43%+45.41%
18USRTIshares Core US Reit ETFETF-其他1.29%+0.03%-0.56%
19ITOTIshares Core S&p Total U.s.ETF-其他1.18%-0.23%-12.43%
20MEARIshrs Short Mat Muni Act ETFETF-其他1.15%-0.95%-44.95%
21VLUEIshares Msci USA Value FactoETF-其他0.83%—-2.86%
22IEFAIshares Core Msci Eafe ETFETF-其他0.78%——
23VTIVanguard Total Stock Mkt ETFETF-其他0.76%+0.41%+129.58%
24IXUSIshares Core Intl Stock ETFETF-其他0.61%-0.44%-43.04%
25SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.59%-0.05%-3.88%
26ISTBIshares Core 1-5 Year Usd BoETF-其他0.58%+0.01%+4.29%
27TFCTruist Financial CORP股票-金融0.52%-0.04%+0.34%
28IJRIshares Core S&p Small-cap EETF-中小型股0.52%-0.02%-7.01%
29IEMGIshares Core Msci EmergingETF-新兴市场0.42%—-0.86%
30VTVVanguard Value ETFETF-其他0.42%—+0.27%
31BRTRIshares Total Return Act ETFETF-其他0.41%-1.57%-78.87%
32SCHYSchwab International Dvd ETFETF-其他0.32%—-7.33%
33NVDANvidia CORP股票-科技0.31%-0.03%-0.14%
34MTUMIshares Msci USA Momentum FaETF-其他0.30%-0.02%-1.54%
35UCBUnited Community Banks/ga股票-金融0.30%—-1.21%
36VUGVanguard Growth ETFETF-其他0.28%-0.03%+0.16%
37SLVIshares Silver TrustETF-避险与商品0.27%+0.12%+69.70%
38USMVIshares Msci USA Min Vol FacETF-其他0.23%-0.05%-16.50%
39JNJJohnson & Johnson股票-医疗保健0.20%+0.03%+0.38%
40BRK-BBerkshire Hathaway Inc-cl B股票-其他0.19%——
41DFSUDimensional US Sus Core1 ETFETF-其他0.18%—+1.32%
42IGSBIshares 1-5y Inv Grade CORPETF-其他0.17%—+0.75%
43TRVTravelers Cos Inc/the股票-金融0.17%—+0.26%
44AMGNAmgen INC股票-医疗保健0.17%—+0.44%
45PFEBInnovator U.s. Equity PowerETF-其他0.17%-0.11%-38.99%
46MSFTMicrosoft CORP股票-科技0.15%-0.05%—
47WECWec Energy Group INC股票-公用事业0.15%—+0.33%
48SOSouthern Co/the股票-公用事业0.14%+0.01%+0.45%
49ENFRAlerian Energy InfrastructurETF-其他0.14%+0.04%+11.54%
50VBILVanguard 0-3m T-bill ETFETF-其他0.13%+0.13%NEW
1–50 of 134

本季持股变动

Keystone Financial Group, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Vanguard Short-term Bond ETF (BSV); 清仓: Inn Defined Wealth Shield (BALT); 清仓: Avantis Mod Alloc ETF (AVMA); 清仓: Ishares Short Duration High (SHYM).

Keystone Financial Group, Inc. 于截至 2026-03-31 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
1VPLSVanguard Core-plus Bond ETF+3.6%+50.36%加仓
2VCRMVanguard Core Tax-ex Bond+1.1%+86.50%加仓
3DFSDDimensional Short Duration+1%+36.12%加仓
4VSDMVanguard Short Tax-ex Bond+0.9%+25.37%加仓
5DFAXDimensional World Ex US Core+0.8%+20.27%加仓
6SCHDSchwab US Dvd Equity ETF+0.7%+1.67%加仓
7VSDBVanguard Short Dur Bond ETF+0.6%+43.15%加仓
8DFAWDimensional World Eqty ETF+0.4%+45.41%加仓
9VTIVanguard Total Stock Mkt ETF+0.4%+129.58%加仓
10EMLPFirst Trust North American E+0.2%-0.98%减仓
11INMUIshares Intermediate Muni In+0.1%+5.57%加仓
12SLVIshares Silver Trust+0.1%+69.70%加仓
13ENFRAlerian Energy Infrastructur0%+11.54%加仓
14USRTIshares Core US Reit ETF0%-0.56%减仓
15JNJJohnson & Johnson0%+0.38%加仓
16ISTBIshares Core 1-5 Year Usd Bo0%+4.29%加仓
17SOSouthern Co/the0%+0.45%加仓
18IJRIshares Core S&p Small-cap E0%-7.01%减仓
19MTUMIshares Msci USA Momentum Fa0%-1.54%减仓
20GSGoldman Sachs Group INC0%-12.45%减仓
21CSCOCisco Systems INC0%-11.21%减仓
22VUGVanguard Growth ETF0%+0.16%加仓
23NVDANvidia CORP0%-0.14%减仓
24VTIPVanguard Short-term Tips0%-31.76%减仓
25TFCTruist Financial CORP0%+0.34%加仓
26SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-3.88%减仓
27USMVIshares Msci USA Min Vol Fac-0.1%-16.50%减仓
28MSFTMicrosoft CORP-0.1%—不变
29PFEBInnovator U.s. Equity Power-0.1%-38.99%减仓
30AAPLApple INC-0.1%-74.11%减仓
31ZALTInnovator US Eq 10 Buffer-0.2%-74.24%减仓
32PDECInnovator U.s. Equity Power-0.2%-81.42%减仓
33VIGIVanguard Int Div App Indx Fd-0.2%+0.44%加仓
34ITOTIshares Core S&p Total U.s.-0.2%-12.43%减仓
35DFACDimensional US Core Equity 2-0.2%-5.04%减仓
36IXUSIshares Core Intl Stock ETF-0.4%-43.04%减仓
37SGOVIshares 0-3 Month Treasury B-0.5%-4.88%减仓
38JAJLInnovator Edp ETF - 6m Ja/jy-0.8%-86.40%减仓
39MEARIshrs Short Mat Muni Act ETF-1%-44.95%减仓
40FBKFb Financial CORP-1.1%-16.65%减仓
41DFAUDimensional US Core Equity M-1.3%-4.42%减仓
42NEARIshares Sh Dba ETF Usd INC-1.5%-93.46%减仓
43BRTRIshares Total Return Act ETF-1.6%-78.87%减仓
44VBILVanguard 0-3m T-bill ETF—NEW新建仓
45BSVVanguard Short-term Bond ETF—EXIT清仓
46BALTInn Defined Wealth Shield—EXIT清仓
47AVMAAvantis Mod Alloc ETF—EXIT清仓
48SHYMIshares Short Duration High—EXIT清仓
49LINLinde plc—NEW新建仓
50PNOVInnovator U.s. Equity Power—EXIT清仓

FAQ

Keystone Financial Group, Inc. 是什么机构？属于哪种投资人类型？
Keystone Financial Group, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 134 个已申报仓位之中。
Keystone Financial Group, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Keystone Financial Group, Inc. 按市值排列的前几大持股为： 1. Dimensional US Core Equity M (DFAU) — US$2735.8万 (14.2%) 2. Vanguard Core-plus Bond ETF (VPLS) — US$2117.4万 (11.0%) 3. Ishares 0-3 Month Treasury B (SGOV) — US$1814.3万 (9.4%) 4. Schwab US Dvd Equity ETF (SCHD) — US$1201.4万 (6.2%) 5. Vanguard Dividend Apprec ETF (VIG) — US$1042.2万 (5.4%)
Keystone Financial Group, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Keystone Financial Group, Inc. 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 24 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Vanguard 0-3m T-bill ETF (VBIL); 清仓: Vanguard Short-term Bond ETF (BSV); 清仓: Inn Defined Wealth Shield (BALT); 清仓: Avantis Mod Alloc ETF (AVMA); 清仓: Ishares Short Duration High (SHYM)
Keystone Financial Group, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Keystone Financial Group, Inc. 的主要板块分布如下： • Information Technology: 39.8% • Health Care: 29.4% • Financials: 16.0% • Consumer Staples: 5.0% • Industrials: 5.0% • Consumer Discretionary: 2.4%