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Livermore
Livermore
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Keystone Global Partners, LLC

SEC CIK
0001764057
最新申報
2026/7/16

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
155
較 2025 年第 1 季 −45
總值
$1.84 億
較 2025 年第 1 季 +$4,095 萬 (+28.7%)
申報日
2025/7/17
SEC
Keystone Global Partners, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Mun BD FDS922907746TAX EXEMPT BD371,980$1,824 萬9.9%+95,376+34.5%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF507,648$1,483 萬8.1%+84,863+20.1%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF249,553$1,423 萬7.8%+5,283+2.2%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF239,185$1,253 萬6.8%+86,739+56.9%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF180,737$837.5 萬4.6%+40,078+28.5%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF32,920$833.6 萬4.5%+5,720+21.0%加碼–
iShares Core S&P 500 ETF464287200ETF13,010$807.8 萬4.4%−476−3.5%減碼–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF96,227$745.8 萬4.1%+45,607+90.1%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF65,469$717.6 萬3.9%+14,391+28.2%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR117,713$706.9 萬3.9%+51,468+77.7%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF39,541$533.0 萬2.9%+4,759+13.7%加碼–
Fidelity Covington Trust316092204MSCI CONSM DIS52,522$494.1 萬2.7%−1,280−2.4%減碼–
iShares U.S. Treasury Bond ETF46429B267ETF214,064$491.9 萬2.7%+83,805+64.3%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF43,975$477.3 萬2.6%+35,982+450.2%加碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF182,140$451.3 萬2.5%+36,548+25.1%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF24,551$362.2 萬2.0%−4,133−14.4%減碼–
iShares Tr464287549EXPND TEC SC ETF30,431$341.9 萬1.9%−869−2.8%減碼–
Vanguard S&P 500 ETF922908363ETF5,930$336.8 萬1.8%−537−8.3%減碼–
iShares Core MSCI Eafe ETF46432F842ETF38,746$323.5 萬1.8%−11,421−22.8%減碼–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF14,683$309.7 萬1.7%+7,379+101.0%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT16,078$292.2 萬1.6%+4,443+38.2%加碼–
iShares Inc46434G822MSCI JAPAN ETF34,287$257.1 萬1.4%−17,848−34.2%減碼–
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW12,235$255.1 萬1.4%−845−6.5%減碼–
Schwab Strategic Tr808524680LONG TERM US70,351$224.3 萬1.2%+21,365+43.6%加碼–
NVDANVIDIA CorpStock14,166$223.8 萬1.2%+34+0.2%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN46,892$205.3 萬1.1%+30,727+190.1%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,060$197.6 萬1.1%−34−0.5%減碼–
Invesco QQQ Trust Series I46090E103ETF3,125$172.4 萬0.9%−470−13.1%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF65,947$165.1 萬0.9%−130−0.2%減碼–
Vanguard Dividend Appreciation ETF921908844ETF6,928$141.8 萬0.8%+4,119+146.6%加碼–
MSFTMicrosoft CorpStock1,994$99.2 萬0.5%00.0%不變歷史
iShares Tr464288356CALIF MUN BD ETF17,106$95.3 萬0.5%−105−0.6%減碼–
AAPLApple Inc.Stock4,608$94.5 萬0.5%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF11,969$88.1 萬0.5%−134−1.1%減碼–
GBTCGrayscale Bitcoin Trust ETFETF10,147$86.1 萬0.5%00.0%不變歷史
SPYSPDR S&P 500 ETF TrustETF1,284$79.4 萬0.4%−2−0.2%減碼歷史
TSLATesla, Inc.Stock2,292$72.8 萬0.4%00.0%不變歷史
GOOGAlphabet Inc.Stock3,640$64.6 萬0.4%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF13,567$56.4 萬0.3%−2,436−15.2%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF6,536$55.4 萬0.3%−11,304−63.4%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF3,848$51.3 萬0.3%+13+0.3%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF848$48.0 萬0.3%−219−20.5%減碼歷史
SHOPShopify Inc.Stock3,540$40.8 萬0.2%00.0%不變歷史
Schwab U.S. REIT ETF808524847ETF16,288$34.5 萬0.2%−10.0%減碼–
AMZNAmazon Com IncStock1,424$31.2 萬0.2%00.0%不變歷史
iShares MSCI Eafe ETF464287465ETF3,403$30.4 萬0.2%−329−8.8%減碼–
GLDSPDR Gold TrustETF998$30.4 萬0.2%00.0%不變歷史
METAMeta Platforms, Inc.Stock394$29.1 萬0.2%+286+264.8%加碼歷史
iShares Tr464288323NEW YORK MUN ETF5,225$27.2 萬0.1%+889+20.5%加碼–
iShares Tr46435U853BROAD USD HIGH7,228$27.1 萬0.1%−18,556−72.0%減碼–
AVGOBroadcom Inc.Stock831$22.9 萬0.1%00.0%不變歷史
Schwab US Aggregate Bond ETF808524839ETF8,806$20.5 萬0.1%−3,116−26.1%減碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF4,697$17.7 萬0.1%00.0%不變–
SPDR Series Trust78468R721STATE STREET SPD3,240$14.5 萬0.1%−245−7.0%減碼–
NETCloudflare, Inc.CL A COM563$11.0 萬0.1%00.0%不變歷史
iShares Tr464288588MBS ETF1,094$10.3 萬0.1%+616+128.9%加碼–
BTCGrayscale Bitcoin Mini Trust ETFETF2,029$9.69 萬0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF424$9.21 萬0.1%−434−50.6%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,807$9.16 萬<0.1%−230−11.3%減碼–
NFLXNetflix IncStock60$8.03 萬<0.1%00.0%不變歷史
PLDPrologis, Inc.REIT747$7.86 萬<0.1%00.0%不變歷史
XMTRXometry, Inc.CLASS A COM2,269$7.67 萬<0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR334$7.56 萬<0.1%+36+12.1%加碼歷史
PYPLPayPal Holdings, Inc.Stock912$6.78 萬<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock454$6.44 萬<0.1%00.0%不變歷史
Vanguard World FD921910725ESG INTL STK ETF903$5.91 萬<0.1%+92+11.3%加碼–
VanEck ETF Trust92189F528VANECK SHRT MUNI3,354$5.79 萬<0.1%−11,668−77.7%減碼–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP607$5.70 萬<0.1%−18−2.9%減碼–
iShares MSCI USA Quality Factor ETF46432F339ETF304$5.58 萬<0.1%+32+11.8%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF1,045$5.44 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM309$5.40 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF509$5.06 萬<0.1%−211−29.3%減碼–
iShares Inc464286525MSCI GBL MIN VOL381$4.53 萬<0.1%+368+2,830.8%加碼–
VMRKVivmark ResidentialSH BEN INT655$4.42 萬<0.1%00.0%不變歷史
WRBBerkley W R CorpCOM582$4.28 萬<0.1%00.0%不變歷史
AVBAvalonbay Communities IncCOM209$4.26 萬<0.1%00.0%不變歷史
STAGSTAG Industrial, Inc.COM1,148$4.17 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock7$4.05 萬<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF2,967$3.89 萬<0.1%−457−13.3%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF786$3.63 萬<0.1%00.0%不變–
ProShares Tr74347R107PSHS ULT S&P 500335$3.27 萬<0.1%00.0%不變–
MAMastercard IncStock56$3.15 萬<0.1%00.0%不變歷史
iShares Core MSCI Europe ETF46434V738ETF469$3.11 萬<0.1%+103+28.1%加碼–
iShares Core Dividend Growth ETF46434V621ETF461$2.95 萬<0.1%+461新進–
RBLXRoblox CorpStock280$2.95 萬<0.1%00.0%不變歷史
KIMKimco Realty CorpCOM1,392$2.93 萬<0.1%00.0%不變歷史
VanEck Morningstar Wide Moat ETF92189F643ETF302$2.83 萬<0.1%+302新進–
BRK.BBerkshire Hathaway IncStock58$2.82 萬<0.1%00.0%不變歷史
iShares Tr464288646ISHS 1-5YR INVS–$2.75 萬<0.1%–––
Vanguard World FD921910733ESG US STK ETF246$2.70 萬<0.1%−33−11.8%減碼–
VVisa Inc.Stock74$2.63 萬<0.1%00.0%不變歷史
First Trust Dow Jones Internet Index Fund33733E302ETF97$2.61 萬<0.1%+97新進–
ORealty Income CorpREIT449$2.59 萬<0.1%00.0%不變歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF413$2.52 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V142WATER RES ETF332$2.32 萬<0.1%−1−0.3%減碼–
PSAPublic StorageCOM79$2.32 萬<0.1%00.0%不變歷史
NXPINXP Semiconductors N.V.COM104$2.27 萬<0.1%00.0%不變歷史
iShares Inc464286392MSCI WORLD ETF124$2.12 萬<0.1%+82+195.2%加碼–
iShares Tr46435G425ESG AWR MSCI USA149$2.02 萬<0.1%+22+17.3%加碼–
iShares Tr464287762US HLTHCARE ETF347$1.96 萬<0.1%00.0%不變–

2025 年第 1 季之後清倉（63 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Keystone Global Partners, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Schwab US Dividend Equity ETF808524797ETF1,992$5.57 萬<0.1%–
VanEck ETF Trust92189H201INTRMDT MUNI ETF1,027$4.67 萬<0.1%–
PRPermian Resources CorpCLASS A COM2,611$3.62 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock62$3.09 萬<0.1%歷史
LOWLowes Companies IncStock93$2.17 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF234$1.85 萬<0.1%–
SAPSAP SEADR68$1.83 萬<0.1%歷史
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF300$1.14 萬<0.1%–
iShares Flexible Income Active ETF092528603ETF196$1.03 萬<0.1%–
UBERUber Technologies, IncStock131$9,544<0.1%歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS115$6,749<0.1%–
INTUIntuit Inc.Stock10$6,139<0.1%歷史
CRHCRH Public Ltd CoORD66$5,806<0.1%歷史
iShares Tr464288638ISHS 5-10YR INVT56$2,941<0.1%–
iShares Tr46428865310-20 YR TRS ETF16$1,660<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF43$1,007<0.1%–
Vanguard Information Technology ETF92204A702ETF1$544<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF1$258<0.1%–
iShares Russell 2000 Growth ETF464287648ETF1$256<0.1%–
iShares Russell 1000 Value ETF464287598ETF1$188<0.1%–
Vanguard Financials ETF92204A405ETF1$120<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF2$116<0.1%–
iShares Tr464288802ESG OPTIMIZED1$114<0.1%–
iShares Tr46432F388MSCI USA VALUE1$106<0.1%–
iShares Core S&P Small Cap ETF464287804ETF1$105<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1$103<0.1%–
iShares Tr464288570ESG MSCI KLD ETF1$102<0.1%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1$95<0.1%–
Vanguard Real Estate ETF922908553ETF1$92<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1$81<0.1%–
USCIUnited States Commodity Index Funds TrustCOMM IDX FND1$72<0.1%歷史
Fidelity MSCI Financials Index ETF316092501ETF1$70<0.1%–
iShares Tr46435G326CORE MSCI INTL1$70<0.1%–
iShares Tr464288521CRE U S REIT ETF1$58<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF1$54<0.1%–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF1$51<0.1%–
iShares Tr46435G672CORE INTL AGGR1$49<0.1%–
First Tr Exch Traded FD III33739P863CALIF MUN INCM1$49<0.1%–
Dimensional ETF Trust25434V849NATL MUN BD ETF1$48<0.1%–
First Tr Exchange-Traded FD33738D309SENIOR LN FD1$47<0.1%–
Vanguard Ftse Emerging Markets ETF922042858ETF1$45<0.1%–
iShares Inc464286251JP MRG EM CRP BD1$45<0.1%–
Nushares ETF Tr67092P409NUVEEN ESG MIDCP1$42<0.1%–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL1$40<0.1%–
iShares Inc464286285JP MRGN EM HI BD1$38<0.1%–
iShares Tr46435U663ESG AWARE MSCI1$38<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH1$37<0.1%–
iShares Inc464286517JP MORGAN EM ETF–$37<0.1%–
iShares Inc46434G863ESG AWR MSCI EM1$34<0.1%–
Abrdn ETFs003261203BBRG ALL COMMDY1$34<0.1%–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1$29<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF1$29<0.1%–
DBX ETF Tr233051192XTKR EMGRIN MKTS1$29<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1$29<0.1%–
Schwab Emerging Markets Equity ETF808524706ETF1$27<0.1%–
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1$24<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1$23<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT1$22<0.1%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF1$22<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K11$21<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1$20<0.1%–
Franklin Templeton ETF Tr35473P611LIBERTY INTL1$20<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI1$19<0.1%–