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Keeler Thomas Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Keeler Thomas Management LLC
报告期 2026-03-31 · CIK 0001730660
持仓数
118
前50大市值合计
$184.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 131 项
建仓 55
增持 20
减持 33
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
USHY
ISHARES TR
+$6.6M
175,910
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.5M
5,576
-64%
建仓
JBBB
JANUS DETROIT STR TR
+$5.5M
113,886
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVDA
NVIDIA CORPORATION
+$4.2M
36,441
+147%
减持
DE
DEERE & CO
-$3.0M
1,205
-84%
清仓
UNH
UNITEDHEALTH GROUP INC
-$3.0M
0
-100%
建仓
QCOM
QUALCOMM INC
+$3.0M
18,848
减持
FISV
FISERV INC
-$3.0M
6,551
-65%
减持
CVX
CHEVRON CORP NEW
-$2.8M
3,920
-81%
减持
—
EXXON MOBIL CORP
-$2.7M
4,658
-83%
减持
MCD
MCDONALDS CORP
-$2.6M
819
-91%
清仓
CRM
SALESFORCE INC
-$2.5M
0
-100%
减持
BLK
BLACKROCK INC
-$2.5M
333
-89%
建仓
PFE
PFIZER INC
+$2.4M
99,357
建仓
VICI
VICI PPTYS INC
+$2.3M
71,627
减持
CAT
CATERPILLAR INC
-$2.3M
1,165
-86%
减持
DLR
DIGITAL RLTY TR INC
-$2.2M
2,935
-85%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$2.2M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
15,753
减持
KVUE
KENVUE INC
-$2.2M
12,812
-88%
建仓
GNRC
GENERAC HLDGS INC
+$2.2M
15,234
减持
IBDR
ISHARES TR
-$2.1M
416,353
-17%
建仓
TMUS
T-MOBILE US INC
+$2.0M
8,431
减持
AAPL
APPLE INC
-$2.0M
8,631
-49%
建仓
SNPS
SYNOPSYS INC
+$1.9M
3,737
建仓
NOW
SERVICENOW INC
+$1.9M
1,859
建仓
KMI
KINDER MORGAN INC DEL
+$1.9M
64,950
建仓
DUK
DUKE ENERGY CORP NEW
+$1.9M
15,879
建仓
GAP
GAP INC
+$1.9M
85,225
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$1.8M
0
-100%
清仓
CUZ
COUSINS PPTYS INC
-$1.8M
0
-100%
建仓
ROST
ROSS STORES INC
+$1.8M
14,102
清仓
WM
WASTE MGMT INC DEL
-$1.8M
0
-100%
建仓
FDX
FEDEX CORP
+$1.8M
7,830
减持
CMCSA
COMCAST CORP NEW
-$1.8M
6,443
-88%
清仓
SYY
SYSCO CORP
-$1.7M
0
-100%
建仓
—
HESS CORP
+$1.7M
12,221
建仓
NFLX
NETFLIX INC
+$1.7M
1,244
清仓
FITB
FIFTH THIRD BANCORP
-$1.6M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
377
-82%
建仓
RL
RALPH LAUREN CORP
+$1.6M
5,800
减持
ABT
ABBOTT LABS
-$1.6M
1,658
-88%
减持
EFV
ISHARES TR
-$1.6M
3,919
-87%
建仓
IDXX
IDEXX LABS INC
+$1.5M
2,884
建仓
HEI
HEICO CORP NEW
+$1.5M
4,589
减持
UNP
UNION PAC CORP
-$1.5M
1,383
-82%
建仓
WAB
WABTEC
+$1.4M
6,785
增持
IBHH
ISHARES TR
+$1.4M
406,047
+15%
建仓
TNL
TRAVEL PLUS LEISURE CO
+$1.4M
27,428
建仓
ACM
AECOM
+$1.4M
12,437
建仓
CVSA
ADTALEM GLOBAL ED INC
+$1.4M
11,019
减持
WMT
WALMART INC
-$1.4M
2,439
-87%
增持
IBHG
ISHARES TR
+$1.4M
429,332
+16%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.4M
5,452
建仓
RMD
RESMED INC
+$1.4M
5,279
建仓
NYT
NEW YORK TIMES CO
+$1.3M
24,116
建仓
MORN
MORNINGSTAR INC
+$1.3M
4,285
增持
—
ISHARES TR
+$1.3M
348,988
+20%
建仓
ANSS
ANSYS INC
+$1.3M
3,786
建仓
FTNT
FORTINET INC
+$1.3M
12,461
建仓
LDOS
LEIDOS HOLDINGS INC
+$1.3M
8,337
建仓
ANF
ABERCROMBIE & FITCH CO
+$1.3M
15,755
增持
IBHF
ISHARES TR
+$1.3M
415,775
+16%
建仓
AME
AMETEK INC
+$1.3M
7,200
建仓
CTAS
CINTAS CORP
+$1.3M
5,808
清仓
V
VISA INC
-$1.3M
0
-100%
建仓
FDS
FACTSET RESH SYS INC
+$1.2M
2,748
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$1.2M
5,014
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.2M
12,823
建仓
AVY
AVERY DENNISON CORP
+$1.2M
6,855
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
清仓
FNDE
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
建仓
MMS
MAXIMUS INC
+$1.2M
16,799
建仓
ZTS
ZOETIS INC
+$1.2M
7,556
建仓
ICFI
ICF INTL INC
+$1.2M
13,780
建仓
PAYX
PAYCHEX INC
+$1.2M
7,996
建仓
FICO
FAIR ISAAC CORP
+$1.2M
636
建仓
TGNA
TEGNA INC
+$1.2M
68,668
清仓
EWBC
EAST WEST BANCORP INC
-$1.1M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.1M
0
-100%
建仓
HURN
HURON CONSULTING GROUP INC
+$1.1M
8,114
建仓
CNMD
CONMED CORP
+$1.1M
20,765
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$1.1M
13,516
建仓
GSHD
GOOSEHEAD INS INC
+$1.1M
10,206
清仓
TOL
TOLL BROTHERS INC
-$1.0M
0
-100%
减持
TXT
TEXTRON INC
-$1.0M
13,008
-55%
增持
IBHI
ISHARES TR
+$1.0M
392,029
+10%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$983.4K
18,905
减持
IBDS
ISHARES TR
-$959.0K
225,459
-15%
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$920.4K
17,879
建仓
STZ
CONSTELLATION BRANDS INC
+$904.8K
5,562
建仓
DVN
DEVON ENERGY CORP NEW
+$843.2K
26,509
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$786.2K
1,939
清仓
INDA
ISHARES TR
-$770.6K
0
-100%
清仓
INTU
INTUIT
-$734.7K
0
-100%
减持
IBTG
ISHARES TR
-$711.3K
81,332
-28%
清仓
CALF
PACER FDS TR
-$665.2K
0
-100%
清仓
RGEN
REPLIGEN CORP
-$620.8K
0
-100%
增持
IBTJ
ISHARES TR
+$606.0K
117,474
+30%
增持
MRK
MERCK & CO INC
+$516.2K
14,416
+107%
清仓
PEP
PEPSICO INC
-$497.7K
0
-100%
减持
IBDT
ISHARES TR
-$489.0K
167,249
-11%
减持
AMZN
AMAZON COM INC
-$486.7K
5,278
-39%
清仓
MOAT
VANECK ETF TRUST
-$426.5K
0
-100%
增持
IBTP
ISHARES TR
+$426.5K
64,266
+35%
增持
IBDZ
ISHARES TR
+$420.9K
49,875
+46%
增持
IBTI
ISHARES TR
+$403.1K
58,987
+43%
减持
IBDU
ISHARES TR
-$399.4K
185,406
-9%
增持
IBTL
ISHARES TR
+$364.8K
88,896
+24%
增持
IBHJ
ISHARES TR
+$359.6K
88,732
+16%
增持
IBTK
ISHARES TR
+$359.1K
79,894
+28%
增持
IBHK
ISHARES TR
+$330.3K
91,559
+14%
增持
IBDX
ISHARES TR
+$310.0K
35,950
+50%
建仓
MGV
VANGUARD WORLD FD
+$308.8K
2,353
增持
IBDY
ISHARES TR
+$305.8K
37,488
+44%
清仓
SBUX
STARBUCKS CORP
-$304.8K
0
-100%
减持
IBDV
ISHARES TR
-$301.2K
201,059
-7%
增持
IBTH
ISHARES TR
+$273.9K
47,388
+34%
减持
MSFT
MICROSOFT CORP
+$271.3K
3,025
-8%
增持
IBTO
ISHARES TR
+$269.4K
54,066
+25%
清仓
HSY
HERSHEY CO
-$267.7K
0
-100%
建仓
RHP
RYMAN HOSPITALITY PPTYS INC
+$261.9K
2,654
增持
IBTM
ISHARES TR
+$251.7K
49,180
+28%
减持
META
META PLATFORMS INC
-$227.1K
2,259
-31%
清仓
HCA
HCA HEALTHCARE INC
-$214.7K
0
-100%
减持
—
ISHARES TR
-$185.5K
467,752
-2%
减持
ADBE
ADOBE INC
-$118.7K
1,771
-16%
减持
IBDW
ISHARES TR
-$21.3K
222,116
-2%
减持
GOOGL
ALPHABET INC
-$19.9K
12,658
-13%
减持
—
ISHARES TR
-$16.1K
213,476
-0%
减持
TM
TOYOTA MOTOR CORP
-$8.5K
1,874
-0%
