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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 69
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$7.6M
61,060
减持
VGT
VANGUARD WORLD FDS
+$6.1M
92,427
-0%
增持
EFG
ISHARES TR
+$4.8M
101,547
+82%
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。
减持
IWM
ISHARES TR
-$3.1M
20,493
-47%
增持
AAPL
APPLE INC
+$3.0M
74,964
+4%
减持
EEMV
ISHARES INC
-$2.7M
13,034
-80%
建仓
EMGF
ISHARES INC
+$2.6M
62,745
增持
IEMG
ISHARES INC
+$2.3M
53,158
+887%
增持
IJR
ISHARES TR
+$2.3M
70,365
+49%
减持
ESGU
ISHARES TR
-$2.3M
110,434
-24%
增持
IVV
ISHARES TR
+$2.3M
57,833
+3%
增持
OEF
ISHARES TR
+$2.2M
29,007
+52%
增持
IYW
ISHARES TR
+$2.1M
42,585
+74%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$2.0M
10,198
增持
—
FATHOM DIGITAL MFG CORP
-$1.9M
2,461,185
+1%
增持
MUB
ISHARES TR
+$1.7M
113,356
+13%
减持
MSFT
MICROSOFT CORP
+$1.5M
35,770
-2%
减持
XLY
SELECT SECTOR SPDR TR
+$1.5M
74,613
-0%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$1.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
11,861
-6%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
13,077
-28%
减持
MTUM
ISHARES TR
-$1.4M
1,919
-83%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
47,804
-0%
增持
ADI
ANALOG DEVICES INC
+$1.2M
22,679
+14%
增持
DVY
ISHARES TR
-$1.2M
342,230
+0%
增持
SYK
STRYKER CORPORATION
+$1.1M
15,485
+13%
增持
APD
AIR PRODS & CHEMS INC
+$988.1K
6,781
+116%
增持
TXN
TEXAS INSTRS INC
+$877.6K
24,682
+10%
增持
AVGO
BROADCOM INC
+$859.3K
7,170
+7%
增持
—
TE CONNECTIVITY LTD
+$854.3K
24,824
+19%
减持
IYE
ISHARES TR
-$832.2K
8,171
-68%
减持
EEM
ISHARES TR
-$750.5K
16,187
-56%
增持
KLAC
KLA CORP
+$743.7K
11,111
+13%
增持
ESGE
ISHARES INC
+$730.3K
44,233
+101%
增持
DE
DEERE & CO
+$720.0K
4,016
+83%
增持
ET
ENERGY TRANSFER L P
+$712.8K
202,360
+33%
增持
CMCSA
COMCAST CORP NEW
+$706.2K
80,960
+20%
增持
IUSB
ISHARES TR
+$694.7K
53,810
+35%
增持
V
VISA INC
+$689.7K
16,651
+13%
增持
EOG
EOG RES INC
+$645.3K
17,196
+68%
减持
XLV
SELECT SECTOR SPDR TR
-$645.0K
79,416
-1%
减持
SUB
ISHARES TR
-$619.5K
47,325
-11%
减持
COMT
ISHARES U S ETF TR
-$609.0K
14,919
-58%
增持
QQQ
INVESCO QQQ TR
+$597.3K
8,290
+7%
减持
AMZN
AMAZON COM INC
+$580.7K
30,190
-0%
减持
CCI
CROWN CASTLE INC
-$544.2K
5,813
-40%
增持
IVLU
ISHARES TR
+$544.2K
162,670
+8%
减持
EFV
ISHARES TR
-$538.5K
126,899
-13%
增持
AMT
AMERICAN TOWER CORP NEW
+$510.0K
13,535
+28%
减持
MGM
MGM RESORTS INTERNATIONAL
-$506.1K
14,745
-57%
清仓
CMDY
ISHARES U S ETF TR
-$504.5K
0
-100%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$498.6K
3,643
增持
RKT
ROCKET COS INC
+$472.0K
83,000
+108%
建仓
IGM
ISHARES TR
+$467.6K
1,378
增持
MA
MASTERCARD INCORPORATED
+$460.2K
8,415
+13%
增持
TLT
ISHARES TR
+$460.2K
9,535
+71%
增持
USMV
ISHARES TR
+$459.8K
34,545
+21%
建仓
URTH
ISHARES INC
+$454.4K
3,862
减持
META
META PLATFORMS INC
+$433.1K
5,071
-5%
增持
CWST
CASELLA WASTE SYS INC
+$432.7K
8,961
+131%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$421.2K
54,233
+12%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$414.5K
18,005
增持
CSCO
CISCO SYS INC
+$412.4K
40,311
+13%
增持
FSLR
FIRST SOLAR INC
+$412.2K
6,028
+0%
增持
FSV
FIRSTSERVICE CORP NEW
+$409.2K
4,651
+131%
增持
IWB
ISHARES TR
+$405.4K
3,602
+87%
减持
SUSL
ISHARES TR
-$402.9K
29,949
-22%
增持
—
ACCENTURE PLC IRELAND
+$402.4K
7,063
+17%
增持
MCO
MOODYS CORP
+$396.9K
5,620
+18%
增持
LOW
LOWES COS INC
+$396.8K
27,189
+7%
建仓
HLNE
HAMILTON LANE INC
+$395.5K
5,326
建仓
TRNS
TRANSCAT INC
+$394.9K
4,418
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$394.8K
22,756
+18%
清仓
SHYG
ISHARES TR
-$379.9K
0
-100%
建仓
SPSC
SPS COMM INC
+$378.8K
2,487
减持
GLD
SPDR GOLD TR
-$376.1K
10,966
-22%
建仓
PGNY
PROGYNY INC
+$371.9K
11,578
建仓
EMB
ISHARES TR
+$361.8K
4,193
减持
IJT
ISHARES TR
-$342.5K
2,018
-61%
建仓
STEP
STEPSTONE GROUP INC
+$339.1K
13,974
清仓
ICVT
ISHARES TR
-$326.4K
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$310.1K
23,310
-1%
增持
IGF
ISHARES TR
+$301.2K
102,641
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$297.4K
9,666
+5%
清仓
TIP
ISHARES TR
-$289.2K
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$276.7K
9,424
增持
GOVT
ISHARES TR
+$272.3K
31,632
+54%
建仓
PLNT
PLANET FITNESS INC
+$270.5K
3,483
清仓
XLE
SELECT SECTOR SPDR TR
-$260.3K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$259.4K
82,210
+5%
建仓
—
GLOBANT S A
+$256.3K
1,563
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$244.2K
78,990
-0%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$241.3K
5,750
增持
IEV
ISHARES TR
+$241.3K
44,574
+2%
建仓
SOXX
ISHARES TR
+$240.1K
540
建仓
AMAT
APPLIED MATLS INC
+$235.5K
1,917
增持
TSLA
TESLA INC
+$225.0K
2,500
+5%
减持
USFR
WISDOMTREE TR
-$219.7K
20,460
-18%
建仓
BA
BOEING CO
+$216.5K
1,019
清仓
—
RESOLUTE FST PRODS INC
-$215.9K
0
-100%
清仓
IVE
ISHARES TR
-$214.8K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$214.5K
0
-100%
清仓
MMM
3M CO
-$212.3K
0
-100%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$208.2K
7,725
清仓
DLN
WISDOMTREE TR
-$204.1K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$203.3K
0
-100%
建仓
NOVT
NOVANTA INC
+$200.6K
1,261
建仓
URA
GLOBAL X FDS
+$199.3K
10,000
清仓
—
PROPHASE LABS INC
-$192.6K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
-$188.1K
6,814
+12%
增持
MBB
ISHARES TR
+$177.0K
8,648
+25%
建仓
FRCB
FIRST REP BK SAN FRANCISCO C
+$176.3K
12,604
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$174.3K
19,676
-1%
增持
MRK
MERCK & CO INC
+$168.5K
54,540
+7%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$167.6K
14,623
增持
FCX
FREEPORT-MCMORAN INC
+$163.6K
54,832
+0%
增持
COP
CONOCOPHILLIPS
-$156.0K
33,093
+14%
增持
JNJ
JOHNSON & JOHNSON
-$154.4K
7,163
+0%
减持
INTC
INTEL CORP
+$152.5K
24,830
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$151.4K
6,185
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$150.4K
6,325
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$150.3K
131,510
+0%
增持
—
PARAMOUNT GLOBAL
+$147.9K
26,191
+1%
增持
SPGI
S&P GLOBAL INC
+$137.5K
2,572
+15%
减持
DUK
DUKE ENERGY CORP NEW
-$137.5K
2,130
-36%
减持
ABBV
ABBVIE INC
-$122.5K
3,012
-19%
减持
VTV
VANGUARD INDEX FDS
-$118.5K
47,353
-0%
减持
—
LAZYDAYS HLDGS INC
-$118.4K
234,927
-2%
增持
LDEM
ISHARES TR
+$113.4K
17,735
+9%
增持
LLY
LILLY ELI & CO
+$112.5K
8,983
+11%
减持
GOOGL
ALPHABET INC
+$107.6K
13,804
-8%
减持
IYH
ISHARES TR
-$106.4K
3,088
-8%
减持
SO
SOUTHERN CO
-$103.2K
4,924
-21%
增持
AMLP
ALPS ETF TR
+$102.0K
9,195
+38%
增持
SHM
SPDR SER TR
+$100.6K
18,755
+11%
增持
ABT
ABBOTT LABS
+$97.4K
16,061
+15%
清仓
—
CI&T INC
-$96.1K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$95.8K
5,253
+41%
减持
STIP
ISHARES TR
-$93.8K
2,883
-26%
减持
NEE
NEXTERA ENERGY INC
-$89.8K
13,581
-0%
增持
IWD
ISHARES TR
+$86.6K
2,516
+29%
减持
GOOG
ALPHABET INC
+$84.6K
5,903
-1%
减持
PM
PHILIP MORRIS INTL INC
-$84.3K
6,730
-8%
增持
EFA
ISHARES TR
+$83.5K
7,741
+8%
增持
PHM
PULTE GROUP INC
+$74.5K
5,524
+2%
减持
F
FORD MTR CO DEL
-$73.7K
43,878
-19%
增持
KWEB
KRANESHARES TR
+$73.5K
13,233
+18%
减持
VLUE
ISHARES TR
-$71.3K
4,426
-16%
增持
JPM
JPMORGAN CHASE & CO
-$70.2K
20,001
+0%
增持
IAU
ISHARES GOLD TR
+$69.5K
12,540
+9%
