Keystone Financial Group
- SEC CIK
- 0001729299
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 424
- 較 2025 年第 2 季 −6
- 總值
- $13.1 億
- 較 2025 年第 2 季 +$1.98 億 (+17.9%)
| 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 | 163,685 | $1.10 億 | 8.4% | +43,541+36.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 363,510 | $9,399 萬 | 7.2% | +9,353+2.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 259,417 | $4,730 萬 | 3.6% | +10,650+4.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 219,561 | $4,105 萬 | 3.1% | +3,133+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 123,585 | $4,059 萬 | 3.1% | +8,838+7.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 516,657 | $4,047 萬 | 3.1% | +9,702+1.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 91,773 | $3,880 萬 | 3.0% | +5,547+6.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 345,191 | $3,608 萬 | 2.8% | +6,724+2.0% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 798,273 | $2,994 萬 | 2.3% | +20,394+2.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 54,832 | $2,834 萬 | 2.2% | +5,373+10.9% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 418,544 | $2,478 萬 | 1.9% | +66,817+19.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 35,303 | $2,332 萬 | 1.8% | +3,725+11.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 100,630 | $2,329 萬 | 1.8% | +6,667+7.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 34,712 | $2,133 萬 | 1.6% | +317+0.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 41,554 | $2,092 萬 | 1.6% | +1,788+4.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 63,004 | $1,992 萬 | 1.5% | +8,719+16.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 305,643 | $1,923 萬 | 1.5% | −18,685−5.8% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 88,692 | $1,879 萬 | 1.4% | +12,336+16.2% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 67,788 | $1,808 萬 | 1.4% | +9,625+16.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 275,578 | $1,585 萬 | 1.2% | +108,163+64.6% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 18 | $1,366 萬 | 1.0% | +1+5.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,510 | $1,292 萬 | 1.0% | +923+4.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 163,603 | $1,216 萬 | 0.9% | +25,882+18.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 61,734 | $1,152 萬 | 0.9% | +1,429+2.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 41,578 | $1,041 萬 | 0.8% | +3,407+8.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 51,405 | $977.4 萬 | 0.7% | +4,733+10.1% | 加碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 246,553 | $929.5 萬 | 0.7% | +6,191+2.6% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 267,974 | $915.4 萬 | 0.7% | +257,337+2,419.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,233 | $874.5 萬 | 0.7% | +705+4.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,874 | $863.6 萬 | 0.7% | +655+5.4% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 209,745 | $794.1 萬 | 0.6% | +9,581+4.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 31,526 | $787.8 萬 | 0.6% | +3,288+11.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 115,721 | $763.8 萬 | 0.6% | +80,312+226.8% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 277,990 | $749.2 萬 | 0.6% | +25,514+10.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,877 | $732.1 萬 | 0.6% | +3,127+10.2% | 加碼 | – |
| BlackRock ETF Trust09290C848 | ISHARES INTL DIV | 258,731 | $724.1 萬 | 0.6% | +13,392+5.5% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 27,067 | $692.4 萬 | 0.5% | +2,056+8.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 22,350 | $686.8 萬 | 0.5% | +2,213+11.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 27,717 | $670.3 萬 | 0.5% | +2,792+11.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 251,375 | $664.3 萬 | 0.5% | +24,963+11.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 375,078 | $660.4 萬 | 0.5% | +79,781+27.0% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 15,033 | $654.6 萬 | 0.5% | +151+1.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 85,172 | $619.8 萬 | 0.5% | +22,709+36.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 40,357 | $614.8 萬 | 0.5% | +3,915+10.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 271,333 | $597.7 萬 | 0.5% | +52,948+24.2% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 238,062 | $597.6 萬 | 0.5% | +213,026+850.9% | 加碼 | – |
| BABoeing Co | Stock | 29,403 | $590.1 萬 | 0.5% | +4,058+16.0% | 加碼 | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 79,835 | $589.1 萬 | 0.5% | −2,004−2.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 50,605 | $570.8 萬 | 0.4% | +468+0.9% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 37,276 | $543.6 萬 | 0.4% | +2,134+6.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 41,285 | $540.1 萬 | 0.4% | +4,204+11.3% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 74,109 | $520.5 萬 | 0.4% | +68,824+1,302.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,630 | $517.9 萬 | 0.4% | −408−2.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,138 | $512.1 萬 | 0.4% | +110+0.5% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 23,583 | $470.4 萬 | 0.4% | +269+1.2% | 加碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 56,229 | $460.2 萬 | 0.4% | +1,898+3.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,672 | $456.2 萬 | 0.3% | +1,393+7.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 84,588 | $455.2 萬 | 0.3% | +16,452+24.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 39,839 | $410.7 萬 | 0.3% | +10,247+34.6% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,274 | $394.6 萬 | 0.3% | +338+1.7% | 加碼 | – |
| CVXChevron Corp | Stock | 25,040 | $388.9 萬 | 0.3% | +3,313+15.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,944 | $388.6 萬 | 0.3% | −171−1.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 116,084 | $388.0 萬 | 0.3% | −5,251−4.3% | 減碼 | – |
| DISWalt Disney Co | Stock | 35,357 | $385.7 萬 | 0.3% | +3,055+9.5% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 71,940 | $368.5 萬 | 0.3% | −2,575−3.5% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 37,953 | $361.1 萬 | 0.3% | −1,826−4.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,833 | $357.3 萬 | 0.3% | +646+3.6% | 加碼 | – |
| NKENIKE, Inc. | Stock | 53,485 | $356.2 萬 | 0.3% | +6,506+13.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,917 | $347.1 萬 | 0.3% | −210−6.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 154,060 | $345.7 萬 | 0.3% | +11,894+8.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 50,757 | $345.6 萬 | 0.3% | +250.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 57,969 | $320.7 萬 | 0.2% | +3,314+6.1% | 加碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 28,689 | $316.7 萬 | 0.2% | −291−1.0% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 19,382 | $312.3 萬 | 0.2% | +2,710+16.3% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 89,974 | $306.7 萬 | 0.2% | +13,493+17.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,742 | $305.6 萬 | 0.2% | −53,129−93.4% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 26,968 | $297.9 萬 | 0.2% | +340+1.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,892 | $295.6 萬 | 0.2% | +1,604+6.9% | 加碼 | – |
| LNCLincoln National Corp | COM | 70,097 | $290.4 萬 | 0.2% | +61,403+706.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 9,310 | $281.5 萬 | 0.2% | +345+3.8% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 18,966 | $267.2 萬 | 0.2% | +2,951+18.4% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,662 | $262.6 萬 | 0.2% | +81+1.5% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 38,834 | $261.2 萬 | 0.2% | +2,525+7.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 48,766 | $259.6 萬 | 0.2% | +3,760+8.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,686 | $253.8 萬 | 0.2% | +191+2.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,300 | $249.2 萬 | 0.2% | +11+0.2% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 23,213 | $240.5 萬 | 0.2% | +687+3.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 35,610 | $238.0 萬 | 0.2% | +1,532+4.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,944 | $235.1 萬 | 0.2% | −2,468−38.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,783 | $234.7 萬 | 0.2% | +1,167+32.3% | 加碼 | 歷史 |
| IONQIonQ, Inc. | COM | 37,425 | $230.2 萬 | 0.2% | +7,987+27.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,239 | $229.9 萬 | 0.2% | +3,385+14.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 16,051 | $226.2 萬 | 0.2% | +73+0.5% | 加碼 | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 33,050 | $220.6 萬 | 0.2% | −856−2.5% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 55,695 | $220.2 萬 | 0.2% | +2,917+5.5% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,407 | $218.2 萬 | 0.2% | +678+2.9% | 加碼 | – |
| PFEPfizer Inc | Stock | 84,217 | $214.6 萬 | 0.2% | −10,989−11.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,652 | $211.8 萬 | 0.2% | −2,449−9.0% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 47,904 | $210.4 萬 | 0.2% | +22,715+90.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,796 | $210.1 萬 | 0.2% | +795+39.7% | 加碼 | – |
2025 年第 2 季之後清倉（59 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 65,650 | $231.6 萬 | 0.2% | – |
| JP Morgan808515498 | mf | 2,218,184 | $221.8 萬 | 0.2% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 24,333 | $96.1 萬 | 0.1% | – |
| Schwab Strategic Tr808524581 | GOVERNMENT MONEY | 920,223 | $92.0 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 13,911 | $82.4 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 18,375 | $68.9 萬 | 0.1% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 14,075 | $58.9 萬 | 0.1% | – |
| LINLinde PLC | Stock | 1,147 | $53.8 萬 | <0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 3,346 | $53.7 萬 | <0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 18,182 | $48.5 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 3,443 | $47.9 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,200 | $46.9 萬 | <0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,583 | $42.6 萬 | <0.1% | – |
| HWMHowmet Aerospace Inc. | Stock | 2,255 | $42.0 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 2,801 | $40.9 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 11,393 | $40.5 萬 | <0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,484 | $40.5 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,301 | $37.1 萬 | <0.1% | – |
| VRSNVerisign Inc | COM | 1,221 | $35.3 萬 | <0.1% | 歷史 |
| IESCIES Holdings, Inc. | COM | 1,050 | $31.1 萬 | <0.1% | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 9,071 | $30.3 萬 | <0.1% | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 9,303 | $29.7 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,960 | $29.3 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 6,364 | $27.9 萬 | <0.1% | – |
| First Tr Exchange Traded FD33738R100 | MULTI ASSET DI | 17,389 | $27.5 萬 | <0.1% | – |
| CHXChampionX Corp | COM | 10,372 | $25.8 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,698 | $24.6 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 2,727 | $23.2 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,302 | $22.8 萬 | <0.1% | – |
| HLNHaleon plc | ADR | 21,242 | $22.0 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 12,075 | $21.5 萬 | <0.1% | – |
| BLKBlackRock, Inc. | Stock | 203 | $21.3 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,853 | $21.0 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 2,976 | $20.5 萬 | <0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 11,153 | $20.4 萬 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 1,700 | $20.4 萬 | <0.1% | 歷史 |
| RDDTReddit, Inc. | Stock | 1,347 | $20.3 萬 | <0.1% | 歷史 |
| IFNAberdeen India Fund, Inc. | COM | 12,229 | $20.2 萬 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,004 | $20.1 萬 | <0.1% | – |
| SLVMSylvamo Corp | COMMON STOCK | 4,003 | $20.1 萬 | <0.1% | 歷史 |
| IVZInvesco Ltd. | Stock | 12,595 | $19.9 萬 | <0.1% | 歷史 |
| NOVNOV Inc. | COM | 13,640 | $17.0 萬 | <0.1% | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 10,592 | $15.2 萬 | <0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 24,908 | $13.5 萬 | <0.1% | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 10,587 | $13.2 萬 | <0.1% | 歷史 |
| PCNPIMCO Corporate & Income Strategy Fund | COM | 10,000 | $12.7 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 27,432 | $12.0 萬 | <0.1% | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 10,000 | $10.8 萬 | <0.1% | 歷史 |
| AIRGAirgain Inc | COM | 19,761 | $8.26 萬 | <0.1% | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 11,138 | $8.09 萬 | <0.1% | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 63,975 | $8.06 萬 | <0.1% | 歷史 |
| REALTheRealReal, Inc. | COM | 10,000 | $4.79 萬 | <0.1% | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 12,212 | $3.79 萬 | <0.1% | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 13,000 | $3.76 萬 | <0.1% | 歷史 |
| EDITEditas Medicine, Inc. | COM | 14,000 | $3.08 萬 | <0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 10,000 | $2.64 萬 | <0.1% | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM SHS | 10,073 | $2.05 萬 | <0.1% | 歷史 |
| VERUVeru Inc. | COM | 32,000 | $1.86 萬 | <0.1% | 歷史 |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 10,000 | $1.34 萬 | <0.1% | 歷史 |