Keystone Financial Group
- SEC CIK
- 0001729299
- 最新申報
- 2026/7/29
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 390
- 較 2024 年第 3 季 +17
- 總值
- $10.2 億
- 較 2024 年第 3 季 +$2.34 億 (+29.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 360,158 | $8,939 萬 | 8.8% | +159,259+79.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 124,984 | $7,325 萬 | 7.2% | −2,863−2.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 621,668 | $4,286 萬 | 4.2% | +9,301+1.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 384,830 | $3,383 萬 | 3.3% | +11,516+3.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 106,397 | $3,084 萬 | 3.0% | +3,769+3.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 83,357 | $3,011 萬 | 3.0% | +54,920+193.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 210,551 | $2,811 萬 | 2.8% | +55,646+35.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 92,451 | $2,068 萬 | 2.0% | +41,945+83.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 49,120 | $2,068 萬 | 2.0% | +1,910+4.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 31,091 | $2,065 萬 | 2.0% | +17,425+127.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 243,209 | $1,842 萬 | 1.8% | +16,055+7.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 33,612 | $1,819 萬 | 1.8% | −4,572−12.0% | 減碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 524,780 | $1,789 萬 | 1.8% | +488,650+1,352.5% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 339,896 | $1,742 萬 | 1.7% | +70,144+26.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 299,193 | $1,713 萬 | 1.7% | +20,765+7.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 22 | $1,511 萬 | 1.5% | +5+29.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 33,091 | $1,504 萬 | 1.5% | +2,319+7.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 52,772 | $1,374 萬 | 1.4% | +30,699+139.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 64,293 | $1,088 萬 | 1.1% | +347+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,898 | $915.0 萬 | 0.9% | +226+1.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 126,424 | $908.9 萬 | 0.9% | +43,247+52.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 73,333 | $854.7 萬 | 0.8% | +34,386+88.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 254,402 | $775.2 萬 | 0.8% | +217,862+596.2% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 192,400 | $758.4 萬 | 0.7% | +176,894+1,140.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 37,856 | $720.1 萬 | 0.7% | +2,171+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,852 | $691.7 萬 | 0.7% | −127−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 40,991 | $688.1 萬 | 0.7% | +4,779+13.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,625 | $684.3 萬 | 0.7% | +40.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 43,517 | $648.3 萬 | 0.6% | +17,769+69.0% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 194,779 | $648.0 萬 | 0.6% | +12,712+7.0% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 177,006 | $615.1 萬 | 0.6% | +13,608+8.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,169 | $610.4 萬 | 0.6% | +149+0.5% | 加碼 | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 87,138 | $600.7 萬 | 0.6% | −10,108−10.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 24,051 | $597.5 萬 | 0.6% | +9,888+69.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 19,522 | $586.4 萬 | 0.6% | +11,139+132.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 51,437 | $553.3 萬 | 0.5% | +481+0.9% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 55,773 | $538.2 萬 | 0.5% | +43,374+349.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,251 | $534.3 萬 | 0.5% | +1,127+4.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 216,980 | $532.2 萬 | 0.5% | +143,744+196.3% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 14,287 | $523.0 萬 | 0.5% | −119−0.8% | 減碼 | – |
| BlackRock ETF Trust09290C848 | ISHARES INTL DIV | 209,327 | $516.4 萬 | 0.5% | +209,327 | 新進 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 137,187 | $509.2 萬 | 0.5% | +105,735+336.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,486 | $507.8 萬 | 0.5% | +15,374+117.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,231 | $486.1 萬 | 0.5% | +545+2.8% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 23,341 | $484.4 萬 | 0.5% | +17,955+333.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,703 | $467.6 萬 | 0.5% | +89+0.5% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 257,656 | $456.1 萬 | 0.4% | +206,406+402.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 35,330 | $454.4 萬 | 0.4% | −1,613−4.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 36,634 | $449.7 萬 | 0.4% | +19,838+118.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,852 | $449.0 萬 | 0.4% | +1,868+31.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 24,118 | $440.2 萬 | 0.4% | +12,876+114.5% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 74,298 | $434.6 萬 | 0.4% | +44,853+152.3% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 54,729 | $416.6 萬 | 0.4% | +41,348+309.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,430 | $413.6 萬 | 0.4% | +4,346+71.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 188,899 | $411.7 萬 | 0.4% | +159,641+545.6% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 21,748 | $401.3 萬 | 0.4% | +425+2.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 43,327 | $385.0 萬 | 0.4% | +3,495+8.8% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 143,619 | $380.0 萬 | 0.4% | +137,478+2,238.7% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 143,985 | $377.1 萬 | 0.4% | +13,790+10.6% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 3,128 | $374.3 萬 | 0.4% | +509+19.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 55,180 | $338.5 萬 | 0.3% | +596+1.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 65,143 | $333.1 萬 | 0.3% | −285,535−81.4% | 減碼 | – |
| DISWalt Disney Co | Stock | 29,815 | $327.7 萬 | 0.3% | +20,130+207.8% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 58,848 | $326.3 萬 | 0.3% | +2,734+4.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 17,952 | $319.0 萬 | 0.3% | +161+0.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,183 | $318.6 萬 | 0.3% | −126−0.7% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 29,257 | $308.7 萬 | 0.3% | −143−0.5% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,856 | $292.2 萬 | 0.3% | −102−1.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 24,422 | $291.5 萬 | 0.3% | +2,834+13.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,853 | $286.4 萬 | 0.3% | −554−2.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 26,623 | $282.3 萬 | 0.3% | −218−0.8% | 減碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 128,102 | $276.1 萬 | 0.3% | +10,731+9.1% | 加碼 | – |
| NKENIKE, Inc. | Stock | 37,497 | $274.9 萬 | 0.3% | +27,401+271.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,242 | $269.6 萬 | 0.3% | +234+0.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 31,467 | $269.5 萬 | 0.3% | +94+0.3% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 51,425 | $267.5 萬 | 0.3% | −11,718−18.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 17,508 | $266.1 萬 | 0.3% | +269+1.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,909 | $265.9 萬 | 0.3% | +592+25.6% | 加碼 | 歷史 |
| RHRH | COM | 6,966 | $264.0 萬 | 0.3% | +5,237+302.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 53,932 | $260.7 萬 | 0.3% | −40−0.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,213 | $253.2 萬 | 0.2% | −1,586−33.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 16,889 | $244.6 萬 | 0.2% | +1,117+7.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,129 | $235.5 萬 | 0.2% | +3,386+50.2% | 加碼 | – |
| VVisa Inc. | Stock | 7,320 | $231.3 萬 | 0.2% | +95+1.3% | 加碼 | 歷史 |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 36,526 | $228.6 萬 | 0.2% | −2,232−5.8% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 38,364 | $226.9 萬 | 0.2% | −498−1.3% | 減碼 | – |
| LNCLincoln National Corp | COM | 59,555 | $224.8 萬 | 0.2% | +48,969+462.6% | 加碼 | 歷史 |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 26,189 | $222.4 萬 | 0.2% | −1,565−5.6% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 61,019 | $218.8 萬 | 0.2% | +5,761+10.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 16,749 | $213.7 萬 | 0.2% | +83+0.5% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 24,843 | $210.5 萬 | 0.2% | −1,375−5.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 17,333 | $210.5 萬 | 0.2% | +644+3.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 7,675 | $204.7 萬 | 0.2% | +533+7.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 21,623 | $195.4 萬 | 0.2% | +1,285+6.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 30,294 | $188.6 萬 | 0.2% | +134+0.4% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 36,844 | $187.9 萬 | 0.2% | +1,319+3.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 69,683 | $184.9 萬 | 0.2% | −461−0.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 65,577 | $182.8 萬 | 0.2% | −6,707−9.3% | 減碼依 4 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 7,514 | $174.2 萬 | 0.2% | +738+10.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,803 | $172.5 萬 | 0.2% | +14,186+392.2% | 加碼 | – |
2024 年第 3 季之後清倉（19 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 3,014 | $40.6 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,044 | $33.6 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 15,320 | $32.4 萬 | <0.1% | – |
| CPACopa Holdings, S.A. | CL A | 3,178 | $29.8 萬 | <0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,525 | $27.2 萬 | <0.1% | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 4,484 | $24.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 12,018 | $22.8 萬 | <0.1% | – |
| HSYHershey Co | COM | 1,180 | $22.6 萬 | <0.1% | 歷史 |
| AFLAflac Inc | Stock | 1,927 | $21.5 萬 | <0.1% | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 6,104 | $21.5 萬 | <0.1% | – |
| AMATApplied Materials Inc | Stock | 1,053 | $21.3 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 779 | $20.8 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 10,625 | $20.4 萬 | <0.1% | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 6,628 | $20.2 萬 | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 6,845 | $20.1 萬 | <0.1% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,801 | $20.0 萬 | <0.1% | – |
| Direxion Shs ETF Tr25460E265 | DLY S&P500 BR 3X | 10,000 | $6.65 萬 | <0.1% | – |
| PSTXPoseida Therapeutics, Inc. | COM | 15,000 | $4.29 萬 | <0.1% | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 52,481 | $2.38 萬 | <0.1% | 歷史 |