Keystone Financial Services, LLC 13F 持仓 · 2026年Q2

Keystone Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 1.66 亿美元。前几大持仓：VOOG（11.67%）、PVAL（11.33%）、SPYM（9.69%）。本季前 25 大持仓中：增持 11 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	VOOG	VANGUARD ADMIRAL FDS INC	$19.4M	11.67%	235,173	增持
2	PVAL	PUTNAM ETF TRUST	$18.9M	11.33%	370,007	减持
3	SPYM	SPDR SERIES TRUST	$16.1M	9.69%	183,436	减持
4	PSFF	PACER FDS TR	$12.7M	7.61%	369,114	增持
5	JPSE	J P MORGAN EXCHANGE TRADED F	$9.7M	5.83%	161,413	增持
6	FLQM	FRANKLIN TEMPLETON ETF TR	$8.9M	5.33%	153,341	增持
7	IVV	ISHARES TR	$6.6M	3.94%	8,761	增持
8	KMID	VIRTUS ETF TR II	$5.0M	3.00%	198,858	增持
9	CGCB	CAPITAL GRP FIXED INCM ETF T	$4.7M	2.84%	180,534	增持
10	SCHD	SCHWAB STRATEGIC TR	$4.6M	2.78%	146,045	减持
11	VOE	VANGUARD INDEX FDS	$4.5M	2.72%	22,905	减持
12	QQQ	INVESCO QQQ TR	$4.5M	2.70%	6,113	减持
13	JPIE	J P MORGAN EXCHANGE TRADED F	$4.4M	2.66%	96,291	减持
14	NVDA	NVIDIA CORPORATION	$3.7M	2.22%	18,504	增持
15	CALF	PACER FDS TR	$3.7M	2.20%	72,227	减持
16	JPST	J P MORGAN EXCHANGE TRADED F	$3.5M	2.12%	69,614	减持
17	CGMS	CAPITAL GRP FIXED INCM ETF T	$3.5M	2.11%	128,392	增持
18	JHMM	JOHN HANCOCK EXCHANGE TRADED	$3.1M	1.85%	41,038	减持
19	BRKB	BERKSHIRE HATHAWAY INC DEL	$2.4M	1.45%	4,833	减持
20	VOO	VANGUARD INDEX FDS	$1.7M	1.04%	2,515	增持
21	FRTY	THE ALGER ETF TRUST	$1.5M	0.93%	62,148	增持
22	AAPL	APPLE INC	$1.5M	0.90%	5,189	减持
23	ILCB	ISHARES TR	$1.1M	0.67%	10,772	减持
24	FTCS	FIRST TR EXCHANGE-TRADED FD	$1.1M	0.64%	11,279	减持
25	RDVY	FIRST TR EXCHANGE TRADED FD	$1.1M	0.64%	13,242	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

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