Keystone Global Partners, LLC
- SEC CIK
- 0001764057
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/14 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 54
- 較 2025 年第 3 季 +3
- 總值
- $2.27 億
- 較 2025 年第 3 季 +$3,106 萬 (+15.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 698,832 | $2,280 萬 | 10.0% | +125,144+21.8% | 加碼 | – |
| BlackRock ETF Trust09290C723 | DYNAMIC EQTY ACT | 744,398 | $1,906 萬 | 8.4% | −449−0.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 328,803 | $1,801 萬 | 7.9% | +61,090+22.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 251,477 | $1,571 萬 | 6.9% | +16,028+6.8% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 274,375 | $1,380 萬 | 6.1% | +111,518+68.5% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 136,817 | $1,144 萬 | 5.0% | −4,103−2.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 73,974 | $1,065 萬 | 4.7% | +10,034+15.7% | 加碼依 2 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,598 | $862.9 萬 | 3.8% | −87−0.7% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 48,528 | $751.2 萬 | 3.3% | +5,203+12.0% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 62,308 | $733.5 萬 | 3.2% | −5,018−7.5% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 44,003 | $682.6 萬 | 3.0% | +9,096+26.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 55,789 | $614.7 萬 | 2.7% | −7,957−12.5% | 減碼 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 32,879 | $610.8 萬 | 2.7% | +11,347+52.7% | 加碼 | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 57,269 | $585.1 萬 | 2.6% | +10,918+23.6% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 85,805 | $584.3 萬 | 2.6% | +85,805 | 新進 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 73,867 | $544.0 萬 | 2.4% | +27,942+60.8% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 106,434 | $501.1 萬 | 2.2% | −56,272−34.6% | 減碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 28,003 | $361.7 萬 | 1.6% | −460−1.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,655 | $354.7 萬 | 1.6% | −98−1.7% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 135,989 | $341.1 萬 | 1.5% | +82,236+153.0% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 13,834 | $333.7 萬 | 1.5% | +1,166+9.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 12,481 | $312.4 萬 | 1.4% | +955+8.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 33,102 | $296.1 萬 | 1.3% | −3,877−10.5% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 55,405 | $247.7 萬 | 1.1% | +9,449+20.6% | 加碼依 2 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 12,797 | $238.7 萬 | 1.0% | −1,370−9.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 10,033 | $236.8 萬 | 1.0% | −616−5.8% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 28,048 | $226.5 萬 | 1.0% | +28,048 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,027 | $186.0 萬 | 0.8% | −98−3.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,431 | $157.6 萬 | 0.7% | −567−9.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,632 | $146.2 萬 | 0.6% | −86−1.1% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 3,892 | $140.2 萬 | 0.6% | +3,892 | 新進 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 21,056 | $133.0 萬 | 0.6% | −47,386−69.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,697 | $125.2 萬 | 0.6% | −124−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,600 | $125.1 萬 | 0.6% | −8−0.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,640 | $114.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 33,475 | $106.1 萬 | 0.5% | −17,412−34.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,292 | $103.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,995 | $96.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,284 | $87.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,865 | $85.4 萬 | 0.4% | +8,865 | 新進 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 13,210 | $75.9 萬 | 0.3% | +3,621+37.8% | 加碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 10,147 | $69.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 3,540 | $57.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,813 | $54.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,601 | $48.9 萬 | 0.2% | +29+0.4% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,177 | $43.8 萬 | 0.2% | +180+2.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 998 | $39.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 16,285 | $34.0 萬 | 0.1% | −30.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,424 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,327 | $31.9 萬 | 0.1% | −48−1.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 831 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 394 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 339 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $2,440 | <0.1% | – | – | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 3,930 | $30.7 萬 | 0.2% | – |