Keystone Financial Group
- SEC CIK
- 0001729299
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 524
- 較 2025 年第 4 季 +70
- 總值
- $14.6 億
- 較 2025 年第 4 季 +$1.09 億 (+8.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 341,115 | $8,793 萬 | 6.0% | −512−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,948 | $7,862 萬 | 5.4% | −1,695−1.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 714,132 | $5,466 萬 | 3.7% | +190,232+36.3% | 加碼 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 1,079,697 | $4,263 萬 | 2.9% | +32,322+3.1% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 62,749 | $4,023 萬 | 2.8% | −68−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 216,175 | $3,919 萬 | 2.7% | +974+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 121,278 | $3,911 萬 | 2.7% | +1,517+1.3% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 266,312 | $3,891 萬 | 2.7% | +17,485+7.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 382,639 | $3,746 萬 | 2.6% | +32,923+9.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 94,007 | $3,553 萬 | 2.4% | +3,470+3.8% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 542,488 | $3,156 萬 | 2.2% | −7,914−1.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 98,937 | $2,371 萬 | 1.6% | +2,826+2.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 80,199 | $2,349 萬 | 1.6% | −2,650−3.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 46,784 | $2,239 萬 | 1.5% | +1,181+2.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 36,033 | $2,190 萬 | 1.5% | +130.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 34,282 | $2,051 萬 | 1.4% | +1,391+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 286,188 | $1,999 萬 | 1.4% | +40,911+16.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 49,683 | $1,874 萬 | 1.3% | +1,324+2.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 60,520 | $1,857 萬 | 1.3% | +1,570+2.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,017 | $1,449 萬 | 1.0% | +3,796+17.9% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 418,803 | $1,380 萬 | 0.9% | +59,614+16.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 401,470 | $1,356 萬 | 0.9% | +22,347+5.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 169,636 | $1,248 萬 | 0.9% | +5,019+3.0% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $1,215 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 196,293 | $1,204 萬 | 0.8% | +9,255+4.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 59,589 | $1,171 萬 | 0.8% | −949−1.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 48,854 | $1,158 萬 | 0.8% | +825+1.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,786 | $1,154 萬 | 0.8% | −1,441−3.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 15,378 | $1,013 萬 | 0.7% | +2,954+23.8% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 41,581 | $1,008 萬 | 0.7% | +3,744+9.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 31,389 | $976.1 萬 | 0.7% | +1,973+6.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 21,468 | $936.0 萬 | 0.6% | +447+2.1% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 254,458 | $905.6 萬 | 0.6% | +1,871+0.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 53,205 | $902.1 萬 | 0.6% | +597+1.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 331,563 | $872.0 萬 | 0.6% | +100,291+43.4% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 237,334 | $859.6 萬 | 0.6% | +19,207+8.8% | 加碼 | – |
| BlackRock ETF Trust09290C848 | ISHARES INTL DIV | 285,103 | $810.5 萬 | 0.6% | +38,161+15.5% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 105,426 | $746.8 萬 | 0.5% | +25,143+31.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,819 | $710.5 萬 | 0.5% | +150.0% | 加碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 16,753 | $683.0 萬 | 0.5% | +124+0.7% | 加碼 | – |
| TAT&T Inc. | Stock | 248,670 | $662.5 萬 | 0.5% | +8,793+3.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 375,301 | $661.6 萬 | 0.5% | +62,696+20.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 21,914 | $654.2 萬 | 0.4% | +1,315+6.4% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 149,704 | $636.2 萬 | 0.4% | +143,534+2,326.3% | 加碼 | – |
| BABoeing Co | Stock | 28,269 | $629.0 萬 | 0.4% | +1,411+5.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 26,264 | $624.9 萬 | 0.4% | +582+2.3% | 加碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 29,976 | $610.9 萬 | 0.4% | +413+1.4% | 加碼 | – |
| CVXChevron Corp | Stock | 29,310 | $606.4 萬 | 0.4% | +3,416+13.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 270,074 | $585.8 萬 | 0.4% | +49,624+22.5% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 27,706 | $585.0 萬 | 0.4% | +2,267+8.9% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 229,586 | $576.9 萬 | 0.4% | +44,081+23.8% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 144,755 | $575.3 萬 | 0.4% | −10,607−6.8% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,432 | $566.5 萬 | 0.4% | +2,080+7.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,106 | $552.8 萬 | 0.4% | +237+1.1% | 加碼 | – |
| American Funds Washingto N Mutual F939330825 | mf | 81,256 | $547.3 萬 | 0.4% | +81,256 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 108,175 | $538.4 萬 | 0.4% | +4,040+3.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 36,306 | $521.3 萬 | 0.4% | −154−0.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,133 | $520.7 萬 | 0.4% | +15+0.1% | 加碼 | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 69,707 | $516.9 萬 | 0.4% | −3,771−5.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 35,599 | $516.6 萬 | 0.4% | −875−2.4% | 減碼 | 歷史 |
| American Funds Growth Fu ND of Amer F399874825 | Mutual Fund | 60,732 | $498.5 萬 | 0.3% | +60,732 | 新進 | – |
| IAUiShares Gold Trust | ETF | 52,609 | $463.8 萬 | 0.3% | −49,035−48.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 37,105 | $463.4 萬 | 0.3% | −99−0.3% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 82,822 | $414.4 萬 | 0.3% | +8,870+12.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 18,934 | $411.1 萬 | 0.3% | +34+0.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,169 | $406.5 萬 | 0.3% | +1,425+7.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,364 | $404.2 萬 | 0.3% | −91−1.4% | 減碼 | 歷史 |
| American Funds Income Fund of Amer F2453320822 | Mutual Fund | 145,462 | $399.6 萬 | 0.3% | +145,462 | 新進 | – |
| DISWalt Disney Co | Stock | 38,553 | $395.1 萬 | 0.3% | +3,713+10.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,193 | $387.3 萬 | 0.3% | +620+17.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 171,707 | $384.5 萬 | 0.3% | +11,322+7.1% | 加碼 | – |
| American Fd-Cap World Growth and Income Cl F2140543828 | MF | 48,436 | $375.8 萬 | 0.3% | +48,436 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 40,139 | $372.5 萬 | 0.3% | +1,310+3.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 51,127 | $358.8 萬 | 0.2% | +2,581+5.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 11,861 | $350.0 萬 | 0.2% | +104+0.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 36,886 | $348.0 萬 | 0.2% | −1,059−2.8% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 57,942 | $336.9 萬 | 0.2% | +1,630+2.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,028 | $329.8 萬 | 0.2% | +194+2.0% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 28,417 | $324.9 萬 | 0.2% | −194−0.7% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 60,229 | $312.8 萬 | 0.2% | +8,193+15.7% | 加碼 | – |
| NFLXNetflix Inc | Stock | 32,752 | $312.1 萬 | 0.2% | +3,067+10.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,879 | $310.8 萬 | 0.2% | +319+1.4% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 2,627 | $309.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| American Balanced FD Shs F-2 C024071821 | MF | 77,732 | $307.4 萬 | 0.2% | +77,732 | 新進 | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 26,738 | $307.0 萬 | 0.2% | −210−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 53,868 | $304.8 萬 | 0.2% | −592−1.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 19,562 | $304.3 萬 | 0.2% | +813+4.3% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 78,045 | $300.3 萬 | 0.2% | +16,684+27.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 48,850 | $299.0 萬 | 0.2% | −467−0.9% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 17,973 | $297.1 萬 | 0.2% | +459+2.6% | 加碼 | 歷史 |
| American Funds Capital Income Bldr F2140194101 | MF | 36,438 | $295.6 萬 | 0.2% | +36,438 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 87,608 | $293.8 萬 | 0.2% | +9,257+11.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 126,574 | $290.9 萬 | 0.2% | +100,138+378.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 41,404 | $282.7 萬 | 0.2% | +1,374+3.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,222 | $274.4 萬 | 0.2% | +469+2.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,850 | $271.0 萬 | 0.2% | −359−5.8% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 66,088 | $265.6 萬 | 0.2% | +14,658+28.5% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,322 | $263.4 萬 | 0.2% | +1,641+28.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,618 | $260.7 萬 | 0.2% | +1,192+16.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 34,056 | $260.0 萬 | 0.2% | −73−0.2% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（11 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46436E320 | HIGH YLD CORP BD | 11,648 | $34.8 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 7,793 | $34.5 萬 | <0.1% | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 6,062 | $32.7 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 2,174 | $27.7 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 456 | $25.9 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 2,512 | $24.6 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 890 | $23.6 萬 | <0.1% | 歷史 |
| CHDNChurchill Downs Inc | COM | 1,951 | $22.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,003 | $20.8 萬 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | Stock | 6,915 | $20.2 萬 | <0.1% | 歷史 |
| UPXIUpexi, Inc. | COM NEW | 27,325 | $4.59 萬 | <0.1% | 歷史 |