Keystone Global Partners, LLC
- SEC CIK
- 0001764057
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/20 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 51
- 較 2025 年第 2 季 −104
- 總值
- $1.96 億
- 較 2025 年第 2 季 +$1,273 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 744,847 | $1,885 萬 | 9.6% | +744,847 | 新進 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 573,688 | $1,831 萬 | 9.3% | +66,040+13.0% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 267,713 | $1,442 萬 | 7.3% | +28,528+11.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 235,449 | $1,411 萬 | 7.2% | −14,104−5.7% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 140,920 | $1,125 萬 | 5.7% | +44,693+46.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 31,970 | $901.1 萬 | 4.6% | −950−2.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,685 | $849.0 萬 | 4.3% | −325−2.5% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 162,857 | $815.4 萬 | 4.2% | −209,123−56.2% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 67,326 | $796.9 萬 | 4.1% | +23,351+53.1% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 162,706 | $764.1 萬 | 3.9% | −18,031−10.0% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 63,746 | $710.6 萬 | 3.6% | −1,723−2.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 43,325 | $602.9 萬 | 3.1% | +3,784+9.6% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 34,907 | $538.4 萬 | 2.7% | +10,356+42.2% | 加碼 | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 46,351 | $476.8 萬 | 2.4% | −6,171−11.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 68,442 | $430.6 萬 | 2.2% | −49,271−41.9% | 減碼 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 21,532 | $390.9 萬 | 2.0% | +21,408+17,264.5% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 28,463 | $358.5 萬 | 1.8% | −1,968−6.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,753 | $352.3 萬 | 1.8% | −177−3.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 36,979 | $322.9 萬 | 1.6% | −1,767−4.6% | 減碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 12,668 | $297.7 萬 | 1.5% | −2,015−13.7% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 45,925 | $297.2 萬 | 1.5% | −967−2.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 11,526 | $295.6 萬 | 1.5% | +11,526 | 新進 | – |
| NVDANVIDIA Corp | Stock | 14,167 | $264.3 萬 | 1.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 10,649 | $249.0 萬 | 1.3% | −1,586−13.0% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,978 | $205.3 萬 | 1.0% | +16,442+251.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,125 | $187.6 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,998 | $176.2 萬 | 0.9% | −1,062−15.0% | 減碼 | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 50,887 | $164.4 萬 | 0.8% | −19,464−27.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,718 | $146.4 萬 | 0.7% | −8,360−52.0% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 53,753 | $135.1 萬 | 0.7% | −12,194−18.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,821 | $125.6 萬 | 0.6% | −1,107−16.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,608 | $117.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,995 | $103.3 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,292 | $101.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,147 | $91.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,640 | $88.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,284 | $85.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 9,589 | $54.7 萬 | 0.3% | −7,517−43.9% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,813 | $53.7 萬 | 0.3% | −35−0.9% | 減碼 | – |
| SHOPShopify Inc. | Stock | 3,540 | $52.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,572 | $48.9 萬 | 0.2% | −5,397−45.1% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 7,997 | $42.7 萬 | 0.2% | +2,772+53.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 998 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 16,288 | $35.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,375 | $31.5 萬 | 0.2% | −28−0.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,424 | $31.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 3,930 | $30.7 萬 | 0.2% | +3,930 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 394 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 831 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 339 | $20.2 萬 | 0.1% | −509−60.0% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $5,005 | <0.1% | – | – | – |
2025 年第 2 季之後清倉（107 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 107 檔。
| 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 |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 214,064 | $491.9 萬 | 2.7% | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 182,140 | $451.3 萬 | 2.5% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 34,287 | $257.1 萬 | 1.4% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 13,567 | $56.4 萬 | 0.3% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 7,228 | $27.1 萬 | 0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,806 | $20.5 萬 | 0.1% | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 4,697 | $17.7 萬 | 0.1% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 3,240 | $14.5 萬 | 0.1% | – |
| NETCloudflare, Inc. | CL A COM | 563 | $11.0 萬 | 0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 1,094 | $10.3 萬 | 0.1% | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 2,029 | $9.69 萬 | 0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 424 | $9.21 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,807 | $9.16 萬 | <0.1% | – |
| NFLXNetflix Inc | Stock | 60 | $8.03 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 747 | $7.86 萬 | <0.1% | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 2,269 | $7.67 萬 | <0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 334 | $7.56 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 912 | $6.78 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 454 | $6.44 萬 | <0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 903 | $5.91 萬 | <0.1% | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 3,354 | $5.79 萬 | <0.1% | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 607 | $5.70 萬 | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 304 | $5.58 萬 | <0.1% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,045 | $5.44 萬 | <0.1% | – |
| DLRDigital Realty Trust, Inc. | COM | 309 | $5.40 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 509 | $5.06 萬 | <0.1% | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 381 | $4.53 萬 | <0.1% | – |
| VMRKVivmark Residential | SH BEN INT | 655 | $4.42 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 582 | $4.28 萬 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 209 | $4.26 萬 | <0.1% | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,148 | $4.17 萬 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 7 | $4.05 萬 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 2,967 | $3.89 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 786 | $3.63 萬 | <0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 335 | $3.27 萬 | <0.1% | – |
| MAMastercard Inc | Stock | 56 | $3.15 萬 | <0.1% | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 469 | $3.11 萬 | <0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 461 | $2.95 萬 | <0.1% | – |
| RBLXRoblox Corp | Stock | 280 | $2.95 萬 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 1,392 | $2.93 萬 | <0.1% | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 302 | $2.83 萬 | <0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 58 | $2.82 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | – | $2.75 萬 | <0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 246 | $2.70 萬 | <0.1% | – |
| VVisa Inc. | Stock | 74 | $2.63 萬 | <0.1% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 97 | $2.61 萬 | <0.1% | – |
| ORealty Income Corp | REIT | 449 | $2.59 萬 | <0.1% | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 413 | $2.52 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 332 | $2.32 萬 | <0.1% | – |
| PSAPublic Storage | COM | 79 | $2.32 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 104 | $2.27 萬 | <0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 149 | $2.02 萬 | <0.1% | – |
| iShares Tr464287762 | US HLTHCARE ETF | 347 | $1.96 萬 | <0.1% | – |
| COINCoinbase Global, Inc. | COM CL A | 50 | $1.75 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 20 | $1.60 萬 | <0.1% | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 281 | $1.58 萬 | <0.1% | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 315 | $1.57 萬 | <0.1% | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 53 | $1.53 萬 | <0.1% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 162 | $1.49 萬 | <0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 70 | $1.39 萬 | <0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 520 | $1.34 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 381 | $1.31 萬 | <0.1% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 23 | $1.25 萬 | <0.1% | 歷史 |
| CPTCamden Property Trust | REIT | 109 | $1.23 萬 | <0.1% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 95 | $1.13 萬 | <0.1% | – |
| LXPLXP Industrial Trust | COM | 1,355 | $1.12 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 226 | $1.10 萬 | <0.1% | – |
| LANDGladstone Land Corp | COM | 1,076 | $1.09 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 60 | $1.08 萬 | <0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 12 | $9,354 | <0.1% | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 61 | $8,680 | <0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 158 | $8,178 | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 96 | $7,255 | <0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 131 | $6,443 | <0.1% | – |
| PENNPENN Entertainment, Inc. | COM | 331 | $5,914 | <0.1% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 30 | $5,294 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 174 | $4,814 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 49 | $4,506 | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 45 | $4,090 | <0.1% | – |
| TREXTrex Co Inc | COM | 65 | $3,534 | <0.1% | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 58 | $3,507 | <0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 92 | $3,245 | <0.1% | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 30 | $3,231 | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 23 | $3,121 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 62 | $3,069 | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 203 | $2,647 | <0.1% | – |
| First Tr Exchange-Traded Alp33737M409 | SML CAP VAL ALPH | 50 | $2,521 | <0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 10 | $2,483 | <0.1% | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 21 | $2,074 | <0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 6 | $1,725 | <0.1% | – |
| iShares Tr464288745 | GLB CNS DISC ETF | 8 | $1,693 | <0.1% | – |
| VanEck Semiconductor ETF92189F676 | ETF | 6 | $1,673 | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15 | $1,567 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 11 | $1,288 | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 18 | $1,075 | <0.1% | – |
| SNAPSnap Inc | Stock | 100 | $869 | <0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 16 | $853 | <0.1% | – |
| CIFRCipher Digital Inc. | COM | 166 | $793 | <0.1% | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 43 | $743 | <0.1% | – |
| DISWalt Disney Co | Stock | 5 | $623 | <0.1% | 歷史 |