Keystone Financial Planning, Inc. 13F 持仓 · 2026年Q3
Keystone Financial Planning 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 4.04 亿美元。前几大持仓：SCHD（50.58%）、CVX（4.12%）、MSFT（3.49%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $204.3M | 50.58% | 6.3M | 增持 |
| 2 | CVX | CHEVRON CORPORATION | $16.6M | 4.12% | 81,529 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $14.1M | 3.49% | 27,488 | 增持 |
| 4 | USB | US BANCORP | $13.0M | 3.22% | 225,202 | 减持 |
| 5 | BNS | BANK NOVA SCOTIA B C | $12.3M | 3.04% | 134,967 | 减持 |
| 6 | CME | CME GROUP INC | $11.3M | 2.81% | 43,310 | 增持 |
| 7 | VZ | VERIZON COMMUNICATIONS INC | $10.7M | 2.64% | 232,816 | 减持 |
| 8 | GSK | GSK PLC | $10.2M | 2.52% | 211,232 | 增持 |
| 9 | SPYD | SPDR SERIES TRUST | $10.0M | 2.46% | 219,348 | 增持 |
| 10 | UL | UNILEVER PLC | $9.7M | 2.41% | 160,199 | 减持 |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | $9.7M | 2.40% | 155,174 | 减持 |
| 12 | PPL | PPL CORP | $9.3M | 2.30% | 282,743 | 新建仓 |
| 13 | BTI | BRITISH AMERN TOB PLC | $8.9M | 2.21% | 163,906 | 减持 |
| 14 | XOM | EXXONMOBIL HOLDINGS CORP | $7.8M | 1.92% | 47,734 | 减持 |
| 15 | MO | ALTRIA GROUP INC | $7.1M | 1.76% | 105,453 | 减持 |
| 16 | TROW | PRICE T ROWE GROUP INC | $6.9M | 1.72% | 66,572 | 减持 |
| 17 | PFE | PFIZER INC | $6.8M | 1.69% | 239,885 | 减持 |
| 18 | PM | PHILIP MORRIS INTL INC | $4.8M | 1.19% | 25,084 | 减持 |
| 19 | HDV | ISHARES TR | $4.4M | 1.08% | 156,554 | 增持 |
| 20 | UPS | UNITED PARCEL SVCS INC | $4.2M | 1.03% | 44,446 | 减持 |
| 21 | BEN | FRANKLIN TEMPLETON INC | $3.4M | 0.84% | 105,146 | 减持 |
| 22 | KO | COCA COLA CO | $3.0M | 0.75% | 35,137 | 减持 |
| 23 | GPC | GENUINE PARTS CO | $2.5M | 0.63% | 20,228 | 减持 |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 0.45% | 8,326 | 减持 |
| 25 | T | AT&T INC | $1.6M | 0.40% | 65,536 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR