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Keebeck Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Keebeck Wealth Management, LLC
报告期 2026-03-31 · CIK 0001803675
持仓数
426
前50大市值合计
$532.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 28
减持 73
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
VOO
Vanguard Index FDS S&P 500 ETF SHS New
-$28.4M
8,263
-90%
减持
SPY
SPDR S&P 500 ETF TR TR Unit
-$22.1M
45,998
-53%
清仓
PRF
Invesco FTSE Rafi US 1000 ETF
-$17.9M
0
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。
-100%
清仓
CMG
Chipotle Mexican Grill Inc Com
-$14.0M
0
-100%
清仓
VEA
Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF
-$13.7M
0
-100%
清仓
LRGF
iShares Edge MSCI MLTFCTR USA ETF
-$13.5M
0
-100%
清仓
FNDF
Schwab Fundamental Inl Large Com ETF
-$12.4M
0
-100%
清仓
YUM
Yum Brands Inc Com
-$12.1M
0
-100%
清仓
INTF
iShares Edg MSCI MLTFCTR Intl ETF
-$11.1M
0
-100%
清仓
EMGF
Ishar Edge MSCI Mltfac Emrg MKT ETF
-$6.1M
0
-100%
清仓
ACWV
iShares Edge MSCI Min Vol GLBL ETF
-$4.5M
0
-100%
减持
PINS
Pinterest Inc CL A
-$2.7M
86,191
-4%
减持
IVV
iShares TR Core S&P 500 ETF
-$2.0M
20,162
-19%
清仓
AXP
American Express
-$1.8M
0
-100%
建仓
—
Lazydays Holdings I N C
+$1.7M
79,600
减持
IEMG
iShares Inc Core MSCI Emerging MKTS ETF
-$1.4M
8,557
-70%
清仓
IJH
iShares Core S&P Mid-Cap ETF
-$1.4M
0
-100%
增持
CME
Cme Group Inc Com
+$1.3M
11,050
+177%
减持
IWM
iShares TR Russell 2000 Index FD
-$1.3M
37,439
-9%
清仓
IVOV
Vanguard S&P Mid Cap 400 Value ETF
-$978.0K
0
-100%
清仓
MTUM
iShares Edge MSCI USA Momntm ETF
-$976.0K
0
-100%
减持
AMZN
Amazon Com Inc
-$957.0K
1,893
-9%
清仓
BA
Boeing
-$935.0K
0
-100%
减持
—
Accenture PLC Ireland Class SHS
-$922.0K
3,543
-49%
减持
XLI
Select Sector SPDR TR Indl
-$901.0K
57,898
-10%
减持
LMT
Lockheed Martin Corp Com
-$897.0K
1,131
-67%
减持
ESGE
iShares Inc Esg MSCI Em ETF
-$861.0K
37,507
-30%
建仓
CPNG
Coupang Inc
+$827.0K
29,707
建仓
—
Star Bulk Carriers F
+$805.0K
33,500
减持
IJR
iShares TR Core S&P Small-Cap ETF
-$727.0K
25,448
-18%
减持
SCHG
Schwab Strategic TR US Large-Cap Growth ETF
-$722.0K
2,405
-67%
减持
GLD
SPDR Gold TR Gold SHS
-$720.0K
9,774
-30%
建仓
—
Big 5 Sporting Goods
+$703.0K
30,500
清仓
—
At Home Group Inc
-$700.0K
0
-100%
清仓
LDEM
iShares Esg MSCI Em Leaders ETF
-$661.0K
0
-100%
增持
LOW
Lowes Cos Inc Com
+$644.0K
18,304
+16%
减持
VTV
Vanguard Index FDS Vanguard Value ETF
-$643.0K
47,381
-8%
清仓
DUK
Duke Energy Corp New Com New
-$637.0K
0
-100%
清仓
—
Bed Bath & Beyond Inc Com
-$630.0K
0
-100%
减持
DVY
iShares TR Select Divid ETF FD
-$608.0K
317,179
-0%
清仓
WHR
Whirlpool Corp
-$605.0K
0
-100%
减持
IYE
iShares US Energy ETF
-$595.0K
37,158
-34%
清仓
BAX
Baxter Intl Inc Com
-$574.0K
0
-100%
增持
SWKS
Skyworks Solutions Inc Com
+$570.0K
6,776
+137%
清仓
SLYG
SPDR S&P 600 Small Cap Growth ETF
-$561.0K
0
-100%
减持
BOX
Box Inc CL A
-$558.0K
25,000
-44%
减持
CHWY
Chewy Inc CL A
-$547.0K
12,086
-30%
减持
SCHV
Schwab Strategic TR US Large-Cap Value ETF
-$519.0K
4,791
-61%
清仓
—
Barrick Gold Corp Com
-$485.0K
0
-100%
建仓
OGN
Organon & Co Com
+$468.0K
14,258
清仓
ARMK
Aramark
-$465.0K
0
-100%
建仓
DFAI
Dimensional Intern Core EQT MKT ETF
+$459.0K
15,875
减持
NFLX
Netflix Inc Com
+$430.0K
6,868
-4%
减持
UNP
Union Pacific Corp Com
-$428.0K
2,937
-36%
减持
—
Viacomcbs Inc Class B
-$425.0K
58,338
-3%
减持
WMT
Wal-Mart
-$413.0K
12,021
-19%
建仓
OEF
iShares S&P 100 ETF IV
+$410.0K
2,079
增持
KLAC
Kla-Tencor Corp Com
+$410.0K
5,602
+24%
清仓
—
Fireeye Inc Com
-$404.0K
0
-100%
清仓
MOAT
Vaneck Vectors Morningstar Wide Moat
-$402.0K
0
-100%
减持
ADBE
Adobe SYS Inc Com
-$398.0K
596
-53%
减持
MRNA
Moderna Inc Com
+$393.0K
2,930
-6%
增持
IXN
iShares Global Tech ETF
+$386.0K
28,242
+685%
减持
META
Facebook Inc CL A
-$385.0K
13,091
-6%
减持
IXG
iShares Global Financials ETF IV
-$362.0K
17,362
-22%
建仓
—
Resolute FST Prods Inc Com
+$357.0K
30,000
清仓
SPYG
SPDR S&P 500 Growth ETF IV
-$357.0K
0
-100%
减持
VHT
Vanguard World FDS Vanguard Health Care ETF
-$343.0K
25,814
-5%
清仓
SLYV
SPDR S&P 600 Small Cap Value ETF
-$339.0K
0
-100%
增持
NVDA
Nvidia Corp Com
-$338.0K
12,510
+242%
建仓
DGRO
iShares Core Dividend Growth ETF
+$337.0K
6,715
增持
AMT
American Tower REIT Com
+$323.0K
6,737
+24%
增持
VGT
Vanguard World FDS Vanguard Information Technology ETF
+$322.0K
94,606
+0%
增持
AVGO
Broadcom Inc Com
+$310.0K
3,610
+19%
增持
JPM
JPMorgan Chase
+$310.0K
31,498
+1%
减持
COST
Costco Wholesale Corp New Com
-$302.0K
603
-58%
减持
—
Twitter Inc Com
-$301.0K
27,650
-3%
减持
XLF
Select Sector SPDR TR Financial
-$299.0K
36,592
-20%
建仓
LEU
Centrus Energy Corp CL A
+$288.0K
7,450
减持
EFV
iShares MSCI EAFE Value ETF
-$288.0K
76,496
-5%
增持
SYK
Stryker Corp
+$283.0K
8,413
+13%
清仓
ILMN
Illumina Inc Com
-$273.0K
0
-100%
增持
RSG
Republic SVCS Inc Com
+$267.0K
26,466
+0%
清仓
—
ExxonMobil
-$264.0K
0
-100%
减持
BMY
Bristol Myers Squibb Co Com
-$263.0K
28,559
-3%
增持
—
Te Connectivity LTD Reg SHS
+$263.0K
12,279
+17%
清仓
CAT
Caterpillar
-$261.0K
0
-100%
清仓
—
Mudrick Cap Acquisition Class A
-$259.0K
0
-100%
减持
ESGU
iShares TR MSCI USA Esg Optimized ETF
-$258.0K
81,902
-3%
减持
ABT
Abbott Labs Com
-$249.0K
29,297
-8%
减持
MSFT
Microsoft
-$248.0K
44,675
-6%
清仓
IVW
iShares TR S&P 500 Growth ETF
-$245.0K
0
-100%
清仓
WFC
Wells Fargo & Co New Com
-$245.0K
0
-100%
清仓
—
Seagen Inc Com
-$237.0K
0
-100%
清仓
IBM
IBM
-$233.0K
0
-100%
减持
MA
Mastercard Inc CL A Com
-$233.0K
2,718
-16%
建仓
INTU
Intuit Incorporated Com
+$227.0K
420
增持
ADI
Analog Devices Inc Com
+$224.0K
8,816
+21%
减持
GOOGL
Alphabet Inc Cap STK CL A
-$223.0K
647
-19%
增持
T
AT&T
+$222.0K
26,678
+54%
增持
RTX
Raytheon Technologies Corp Com
+$216.0K
40,060
+6%
清仓
PXH
Invesco FTSE Rafi Emerging Markets ETF
-$206.0K
0
-100%
减持
GOOG
Alphabet Inc Cap STK CL C
-$205.0K
352
-23%
清仓
CVX
Chevron Corp.
-$204.0K
0
-100%
清仓
VBR
Vanguard Index FDS Vanguard Small-Cap Value ETF
-$202.0K
0
-100%
减持
MMM
3M
-$200.0K
6,757
-3%
增持
TXN
Texas Instruments Inc
+$200.0K
16,784
+7%
减持
UNH
UnitedHealth Group
-$197.0K
8,272
-3%
减持
AMAT
Applied Materials Inc
-$188.0K
2,000
-36%
减持
XLY
Select Sector SPDR TR Consumer Discretionary Transn To
-$184.0K
87,359
-2%
增持
RF
Regions Finl Corp New Com
+$183.0K
41,003
+20%
减持
NKE
Nike Inc Class B
-$181.0K
6,128
-12%
减持
QUAL
Ishars Edg MSCI USA QLTY FCTR ETF
-$170.0K
1,996
-39%
减持
GEN
Nortonlifelock Inc
-$164.0K
15,000
-25%
减持
NEE
Nextera Energy Inc Com
-$160.0K
12,745
-20%
减持
V
Visa Inc Com CL A
-$159.0K
9,105
-3%
减持
—
Physicians RLTY TR Com
-$157.0K
24,893
-23%
减持
VIG
Vanguard Spec Portfolios Divid App Index FD ETF
-$154.0K
1,972
-33%
减持
VLUE
iShares TR Edge MSCI USA Value Factor ETF
-$151.0K
20,554
-3%
增持
HD
Home Depot
+$147.0K
6,159
+5%
减持
MCO
Moodys Corp Com
-$146.0K
2,778
-11%
增持
ICE
Intercontinental Exchange Group Inc Com
+$143.0K
11,217
+16%
减持
GS
Goldman Sachs Group Inc Com
-$143.0K
828
-31%
减持
PYPL
Paypal HLDGS Inc Com
-$140.0K
2,285
-9%
增持
NOC
Northrop Grumman Corp Com
+$138.0K
3,742
+12%
减持
MPT
Medical PPTYS TR Inc Com
-$136.0K
22,326
-23%
减持
PTON
Peloton Interactive Inc CL A Com
-$136.0K
3,525
-1%
减持
IEFA
iShares TR Core MSCI EAFE ETF
-$133.0K
6,318
-21%
减持
PFE
Pfizer
-$131.0K
5,428
-42%
减持
TSLA
Tesla Motors
-$125.0K
390
-38%
减持
—
Aileron Therapeutics Inc Com
-$117.0K
76,000
-51%
增持
FCX
Freeport-Mcmoran Copper & Gold Inc CL B
-$115.0K
65,712
+8%
减持
—
Cowen Inc
-$114.0K
10,000
-10%
减持
QCOM
Qualcomm Inc
-$109.0K
1,639
-27%
减持
IWN
iShares TR Russell 2000 Value Index FD
-$106.0K
9,415
-3%
减持
DHI
D R Horton Inc
-$105.0K
6,500
-10%
减持
XLV
Select Sector SPDR TR Health Care
+$104.0K
81,282
-0%
增持
CMCSA
Comcast Corp CL A
+$101.0K
38,078
+7%
减持
VYM
Vanguard High Dividend Yield ETF
-$101.0K
2,010
-32%
减持
PM
Philip Morris Intl Inc Com
-$99.0K
6,229
-11%
增持
SPGI
S&P Global Inc
+$92.0K
1,238
+17%
减持
CSCO
Cisco Systems
-$91.0K
22,860
-9%
增持
ET
Energy Transfer Equity LP Com Units Repstg LTD Partnership Int
+$90.0K
97,085
+23%
增持
EFG
iShares MSCI EAFE Growth ETF
+$87.0K
34,916
+3%
减持
UMC
United Microelectronic F Sponsored ADR
-$80.0K
16,300
-42%
增持
CCI
Crown Castle Intl Corp New Com
+$78.0K
6,375
+21%
减持
ARDX
Ardelyx Inc
-$70.0K
10,000
-9%
减持
VZ
Verizon
-$70.0K
5,711
-15%
增持
RSP
Invesco Exchange Traded FD TR S&P 500 Equal Weight ETF
-$69.0K
79,250
+0%
减持
SBUX
Starbucks Corp Com
-$69.0K
8,140
-6%
