Keystone Financial Group
- SEC CIK
- 0001729299
- 最新申報
- 2026/7/29
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位。
- 持股檔數
- 302
- 2023 年第 1 季沒有申報
- 總值
- $5.88 億
- 2023 年第 1 季沒有申報
Keystone Financial Group 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 136,683 | $6,059 萬 | 10.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 197,296 | $3,827 萬 | 6.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 306,636 | $2,302 萬 | 3.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 217,544 | $2,128 萬 | 3.6% | – | – | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 314,217 | $1,936 萬 | 3.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 75,974 | $1,674 萬 | 2.8% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 308,044 | $1,550 萬 | 2.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 44,412 | $1,512 萬 | 2.6% | – | – | 歷史 |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 214,990 | $1,238 萬 | 2.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 71,139 | $1,065 萬 | 1.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,618 | $1,043 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 70,520 | $1,002 萬 | 1.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 28,479 | $971.1 萬 | 1.7% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $880.3 萬 | 1.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 31,911 | $835.3 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,498 | $723.5 萬 | 1.2% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 151,947 | $715.7 萬 | 1.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 167,198 | $691.4 萬 | 1.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 14,872 | $629.1 萬 | 1.1% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 88,907 | $611.5 萬 | 1.0% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 44,932 | $596.4 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 119,703 | $570.6 萬 | 1.0% | – | – | – |
| PGProcter & Gamble Co | Stock | 35,560 | $539.6 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 67,243 | $499.8 萬 | 0.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 45,885 | $492.1 萬 | 0.8% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 41,853 | $476.7 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 28,154 | $466.0 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,409 | $452.5 萬 | 0.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,191 | $450.3 萬 | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,243 | $426.3 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,968 | $399.7 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 13,762 | $394.9 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 75,216 | $392.0 萬 | 0.7% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 125,439 | $388.0 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 63,129 | $385.1 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,172 | $372.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 16,349 | $325.2 萬 | 0.6% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 76,715 | $311.1 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 26,844 | $309.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,036 | $309.0 萬 | 0.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 16,663 | $308.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 12,040 | $305.9 萬 | 0.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,309 | $302.1 萬 | 0.5% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 2,576 | $296.8 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 13,961 | $294.8 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,363 | $291.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 17,374 | $270.5 萬 | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 36,766 | $267.3 萬 | 0.5% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,735 | $266.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 51,318 | $264.4 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,086 | $259.9 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,575 | $255.6 萬 | 0.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 31,111 | $252.5 萬 | 0.4% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 28,474 | $252.1 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,441 | $251.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 25,207 | $231.6 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 48,691 | $228.4 萬 | 0.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 22,106 | $215.8 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 15,615 | $210.4 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 18,687 | $203.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 31,053 | $193.1 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 56,449 | $190.3 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 43,960 | $189.9 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,073 | $188.6 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 117,883 | $180.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 16,875 | $179.0 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,646 | $173.1 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 10,789 | $169.8 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 22,012 | $165.0 萬 | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,083 | $163.0 萬 | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 16,271 | $158.8 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 34,140 | $151.2 萬 | 0.3% | – | – | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 32,633 | $151.0 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 93,376 | $148.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,648 | $147.7 萬 | 0.3% | – | – | – |
| DISWalt Disney Co | Stock | 16,532 | $147.6 萬 | 0.3% | – | – | 歷史 |
| IPInternational Paper Co | COM | 45,606 | $145.1 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 23,774 | $143.2 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 55,357 | $143.0 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 7,594 | $136.1 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 5,892 | $133.0 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,051 | $129.6 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,486 | $124.4 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 69,143 | $124.1 萬 | 0.2% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,506 | $122.7 萬 | 0.2% | – | – | – |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 17,122 | $121.7 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 7,739 | $121.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,622 | $121.4 萬 | 0.2% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 559 | $119.6 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 47,344 | $118.4 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 32,233 | $118.2 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,099 | $111.5 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,592 | $109.1 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 50,762 | $107.3 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,398 | $106.0 萬 | 0.2% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 20,183 | $105.2 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 25,923 | $100.7 萬 | 0.2% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 5,761 | $99.9 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,044 | $98.3 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,212 | $97.4 萬 | 0.2% | – | – | 歷史 |