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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 77
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
-$5.8M
15,010
-80%
增持
IVV
ISHARES TR
+$5.8M
55,929
+28%
增持
DVY
ISHARES TR
+$4.6M
342,099
+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。
增持
ESGU
ISHARES TR
+$3.1M
145,407
+25%
增持
EFV
ISHARES TR
+$2.9M
145,966
+47%
减持
MSFT
MICROSOFT CORP
-$2.1M
36,562
-22%
减持
—
FATHOM DIGITAL MFG CORP
-$2.1M
2,431,415
-7%
减持
—
LAZYDAYS HLDGS INC
-$2.0M
239,527
-33%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
18,117
+36%
增持
EEMV
ISHARES INC
+$1.9M
63,759
+121%
建仓
MTUM
ISHARES TR
+$1.6M
11,225
增持
IYW
ISHARES TR
+$1.6M
24,510
+713%
增持
MRK
MERCK & CO INC
+$1.4M
50,794
+4%
清仓
LNC
Lincoln NTNL Co
-$1.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
47,805
+0%
增持
EFG
ISHARES TR
+$1.2M
55,769
+17%
减持
XLY
SELECT SECTOR SPDR TR
-$1.2M
74,803
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
79,146
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
48,453
+5%
减持
XLV
SELECT SECTOR SPDR TR
+$1.1M
80,428
-1%
增持
MUB
ISHARES TR
+$1.0M
99,932
+8%
减持
AMZN
AMAZON COM INC
-$1.0M
30,210
-4%
减持
SHM
SPDR SER TR
-$973.8K
16,842
-56%
建仓
APD
AIR PRODS & CHEMS INC
+$970.9K
3,133
建仓
DE
DEERE & CO
+$942.9K
2,193
增持
AVGO
BROADCOM INC
+$925.6K
6,690
+6%
增持
KLAC
KLA CORP
+$900.5K
9,791
+6%
减持
XLI
SELECT SECTOR SPDR TR
+$860.5K
57,667
-1%
增持
SUB
ISHARES TR
+$853.4K
53,452
+16%
增持
HON
HONEYWELL INTL INC
+$843.8K
15,090
+5%
增持
IVLU
ISHARES TR
+$828.4K
150,558
+12%
减持
VGT
VANGUARD WORLD FDS
+$826.0K
92,464
-1%
增持
SUSL
ISHARES TR
+$824.1K
38,261
+38%
清仓
HDV
iShares Core High Dividend ETF
-$761.0K
0
-100%
增持
IWM
ISHARES TR
+$742.1K
38,662
+6%
建仓
SCHG
SCHWAB STRATEGIC TR
+$718.5K
12,932
增持
USMV
ISHARES TR
+$700.0K
28,475
+39%
增持
SYK
STRYKER CORPORATION
+$688.7K
13,675
+4%
减持
ESGE
ISHARES INC
-$671.8K
22,022
-54%
建仓
MBB
ISHARES TR
+$642.2K
6,924
增持
EEM
ISHARES TR
+$640.2K
36,655
+71%
增持
ADI
ANALOG DEVICES INC
+$629.2K
19,827
+5%
增持
JPM
JPMORGAN CHASE & CO
+$611.5K
19,959
+1%
减持
GOVT
ISHARES TR
-$603.8K
20,564
-56%
增持
NOC
NORTHROP GRUMMAN CORP
+$595.2K
6,111
+5%
增持
MA
MASTERCARD INCORPORATED
+$594.9K
7,471
+6%
增持
V
VISA INC
+$575.5K
14,750
+5%
增持
GLD
SPDR GOLD TR
+$520.3K
14,061
+17%
增持
IEV
ISHARES TR
+$510.3K
43,901
+12%
清仓
IWX
iShares Russell Top 200 Value ETF
-$510.0K
0
-100%
清仓
IVW
iShares TR S&P 500 Growth ETF
-$508.0K
0
-100%
减持
VIS
VANGUARD WORLD FDS
+$503.1K
23,057
-2%
增持
WM
WASTE MGMT INC DEL
+$492.3K
12,916
+35%
增持
IGF
ISHARES TR
+$488.7K
100,234
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$484.4K
6,212
+0%
清仓
IXN
iShares Global Tech ETF
-$483.0K
0
-100%
增持
IJR
ISHARES TR
+$473.1K
47,169
+3%
增持
TLH
ISHARES TR
+$464.9K
9,104
+91%
增持
LLY
LILLY ELI & CO
+$463.4K
8,125
+5%
增持
LOW
LOWES COS INC
+$456.2K
25,297
+4%
减持
FCX
FREEPORT-MCMORAN INC
+$426.6K
54,725
-10%
增持
HD
HOME DEPOT INC
+$426.3K
8,745
+3%
减持
VHT
VANGUARD WORLD FDS
+$418.6K
23,659
-3%
增持
IYH
ISHARES TR
+$407.6K
3,347
+56%
增持
UNH
UNITEDHEALTH GROUP INC
+$403.7K
9,177
+4%
清仓
OPLN
Kar Auction Services
-$391.0K
0
-100%
建仓
SHYG
ISHARES TR
+$379.9K
9,292
增持
IUSB
ISHARES TR
+$370.7K
39,810
+25%
清仓
DFAI
Dimensional Intern Core EQT MKT ETF
-$355.0K
0
-100%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$346.0K
19,823
-20%
减持
COP
CONOCOPHILLIPS
+$340.2K
29,133
-3%
增持
CSCO
CISCO SYS INC
+$336.9K
35,577
+5%
增持
TXN
TEXAS INSTRS INC
+$322.5K
22,476
+3%
增持
NKE
NIKE INC
+$320.2K
9,539
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$320.1K
41,026
+15%
减持
PG
PROCTER AND GAMBLE CO
+$312.3K
13,172
-1%
建仓
CWST
CASELLA WASTE SYS INC
+$308.0K
3,884
减持
CMCSA
COMCAST CORP NEW
+$306.0K
67,573
-4%
减持
STIP
ISHARES TR
-$299.1K
3,918
-45%
建仓
ORCL
ORACLE CORP
+$294.4K
3,602
清仓
PYPL
Paypal HLDGS Inc Com
-$291.0K
0
-100%
增持
EMLC
VANECK ETF TRUST
+$281.1K
138,305
+3%
建仓
RKT
ROCKET COS INC
+$280.0K
40,000
增持
AAPL
APPLE INC
-$276.3K
71,852
+3%
清仓
MPT
Medical PPTYS TR Inc Com
-$275.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$267.4K
19,285
+2%
增持
TSLA
TESLA INC
-$265.3K
2,384
+13%
建仓
XLE
SELECT SECTOR SPDR TR
+$260.3K
2,976
增持
IBB
ISHARES TR
+$256.8K
17,479
+0%
建仓
AMLP
ALPS ETF TR
+$253.4K
6,655
建仓
FSV
FIRSTSERVICE CORP NEW
+$247.3K
2,015
减持
OEF
ISHARES TR
-$246.6K
19,027
-11%
清仓
MS
Morgan Stanley Com New
-$245.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$241.6K
2,836
-45%
增持
USFD
US FOODS HLDG CORP
+$241.3K
31,755
+0%
建仓
—
BLACKROCK INC
+$237.4K
335
建仓
CMI
CUMMINS INC
+$233.3K
963
建仓
ONT
MONTROSE ENVIRONMENTAL GROUP
+$229.9K
5,179
减持
NVDA
NVIDIA CORPORATION
+$228.8K
12,603
-5%
增持
EOG
EOG RES INC
+$227.9K
10,237
+4%
减持
—
PHYSICIANS RLTY TR
-$226.4K
15,177
-49%
增持
IYE
ISHARES TR
+$225.6K
25,589
+4%
减持
—
PARAMOUNT GLOBAL
-$222.3K
25,807
-25%
增持
IFRA
ISHARES TR
+$220.7K
19,242
+30%
增持
COMT
ISHARES U S ETF TR
+$213.2K
35,907
+61%
建仓
MMM
3M CO
+$212.3K
1,770
建仓
CG
CARLYLE GROUP INC
+$210.8K
7,065
增持
ABT
ABBOTT LABS
+$205.9K
13,926
+2%
增持
IEFA
ISHARES TR
+$205.4K
7,420
+55%
建仓
DLN
WISDOMTREE TR
+$204.1K
3,294
建仓
GILD
GILEAD SCIENCES INC
+$203.3K
2,368
清仓
SOXX
iShares TR PHLX Semiconductor ETF
-$202.0K
0
-100%
建仓
VTIP
VANGUARD MALVERN FDS
+$201.1K
4,305
减持
CCI
CROWN CASTLE INC
-$191.8K
9,748
-7%
增持
—
EXXON MOBIL CORP
+$191.2K
4,109
+37%
增持
MCO
MOODYS CORP
+$183.9K
4,748
+1%
减持
CPNG
COUPANG INC
-$178.6K
82,897
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$162.8K
3,528
+2%
减持
SCHP
SCHWAB STRATEGIC TR
-$157.3K
5,420
-36%
减持
XLP
SELECT SECTOR SPDR TR
+$155.8K
20,198
-0%
增持
MRNA
MODERNA INC
+$154.3K
2,507
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$149.7K
131,330
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$149.3K
10,570
-6%
减持
VDC
VANGUARD WORLD FDS
+$146.1K
12,680
-4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$145.0K
6,196
-14%
建仓
ARDX
ARDELYX INC
+$142.5K
50,000
增持
DHI
D R HORTON INC
+$142.3K
6,487
+0%
减持
NFLX
NETFLIX INC
+$141.8K
2,570
-2%
增持
PM
PHILIP MORRIS INTL INC
+$138.3K
7,293
+1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$133.1K
34,629
+0%
减持
TLT
ISHARES TR
-$130.9K
5,565
-17%
增持
—
TE CONNECTIVITY LTD
+$129.4K
20,918
+2%
减持
AOA
ISHARES TR
-$125.3K
4,245
-38%
增持
OWL
BLUE OWL CAPITAL INC
+$123.2K
77,187
+2%
增持
CGBD
CARLYLE SECURED LENDING INC
+$123.0K
30,100
+11%
减持
CMDY
ISHARES U S ETF TR
-$121.5K
9,256
-19%
增持
VLUE
ISHARES TR
+$118.1K
5,279
+19%
增持
FANG
DIAMONDBACK ENERGY INC
+$115.2K
6,874
+0%
减持
ET
ENERGY TRANSFER L P
+$111.7K
152,541
-1%
增持
ICVT
ISHARES TR
+$111.4K
4,698
+51%
增持
JNJ
JOHNSON & JOHNSON
+$108.6K
7,159
+1%
增持
ABBV
ABBVIE INC
+$105.5K
3,728
+1%
增持
FSLR
FIRST SOLAR INC
+$104.9K
6,001
+0%
增持
DGRO
ISHARES TR
+$103.8K
10,696
+10%
减持
XLRE
SELECT SECTOR SPDR TR
-$103.6K
13,792
-19%
增持
HYD
VANECK ETF TRUST
+$100.4K
33,935
+5%
减持
COST
COSTCO WHSL CORP NEW
-$98.5K
2,564
-5%
建仓
—
CI&T INC
+$96.1K
14,790
增持
SBUX
STARBUCKS CORP
+$95.5K
6,094
+1%
减持
RF
REGIONS FINANCIAL CORP NEW
+$95.1K
68,116
-1%
