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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 23
增持 86
减持 29
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$14.8M
86,445
+49%
增持
QUAL
ISHARES TR
+$7.9M
114,692
+88%
增持
EFG
ISHARES TR
+$5.3M
155,106
+53%
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
VGT
VANGUARD WORLD FDS
+$5.2M
92,087
-0%
增持
MSFT
MICROSOFT CORP
+$4.1M
42,243
+18%
增持
AAPL
APPLE INC
+$3.4M
81,171
+8%
建仓
VLO
VALERO ENERGY CORP
+$3.1M
26,216
增持
IYW
ISHARES TR
+$2.6M
60,129
+41%
增持
IEMG
ISHARES INC
+$2.6M
105,066
+98%
增持
IVLU
ISHARES TR
+$2.5M
257,904
+59%
增持
ESGU
ISHARES TR
+$2.5M
128,426
+16%
增持
TFI
SPDR SER TR
+$2.4M
93,447
+129%
减持
MUB
ISHARES TR
-$1.9M
96,423
-15%
增持
KLAC
KLA CORP
+$1.9M
13,013
+17%
增持
USMV
ISHARES TR
+$1.8M
58,086
+68%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
12,049
+2%
增持
LLY
LILLY ELI & CO
+$1.7M
10,257
+14%
增持
ET
ENERGY TRANSFER L P
+$1.6M
327,940
+62%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
47,807
+0%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
11,673
+65%
减持
XLY
SELECT SECTOR SPDR TR
+$1.5M
74,376
-0%
增持
SHV
ISHARES TR
+$1.4M
27,154
+93%
增持
LOW
LOWES COS INC
+$1.4M
30,387
+12%
减持
DVY
ISHARES TR
-$1.3M
342,107
-0%
增持
MRK
MERCK & CO INC
+$1.1M
60,093
+10%
减持
VHT
VANGUARD WORLD FDS
-$1.1M
18,300
-21%
增持
SYK
STRYKER CORPORATION
+$1.0M
17,796
+15%
增持
AMZN
AMAZON COM INC
+$909.1K
30,895
+2%
增持
PGNY
PROGYNY INC
+$882.6K
31,889
+175%
增持
FLYW
FLYWIRE CORPORATION
+$879.6K
37,252
+295%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$878.6K
8,229
+126%
增持
HON
HONEYWELL INTL INC
+$852.3K
19,944
+16%
建仓
AI
C3 AI INC
+$837.9K
23,000
建仓
DFAT
DIMENSIONAL ETF TRUST
+$819.7K
17,670
清仓
INTC
INTEL CORP
-$811.2K
0
-100%
增持
EFV
ISHARES TR
+$807.8K
142,342
+12%
增持
IGM
ISHARES TR
+$804.1K
3,237
+135%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$798.6K
292,740
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$791.2K
62,293
+15%
增持
—
TE CONNECTIVITY LTD
+$790.2K
28,866
+16%
增持
V
VISA INC
+$766.1K
19,034
+14%
增持
CMCSA
COMCAST CORP NEW
+$761.9K
92,205
+14%
增持
MA
MASTERCARD INCORPORATED
+$754.9K
9,695
+15%
增持
FSV
FIRSTSERVICE CORP NEW
+$751.4K
9,124
+96%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$750.5K
27,624
+21%
增持
COP
CONOCOPHILLIPS
+$737.9K
38,768
+17%
增持
SPSC
SPS COMM INC
+$703.5K
5,635
+127%
增持
IFRA
ISHARES TR
+$661.4K
35,306
+83%
增持
CWST
CASELLA WASTE SYS INC
+$652.5K
15,403
+72%
增持
ADI
ANALOG DEVICES INC
+$651.1K
26,302
+16%
增持
AJG
GALLAGHER ARTHUR J & CO
+$645.4K
11,825
+16%
清仓
AOM
ISHARES TR
-$620.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$617.1K
10,788
+12%
建仓
TGT
TARGET CORP
+$599.6K
4,546
建仓
INSP
INSPIRE MED SYS INC
+$580.8K
1,789
减持
OEF
ISHARES TR
+$580.5K
29,006
-0%
增持
HLNE
HAMILTON LANE INC
+$576.9K
12,100
+127%
增持
MCO
MOODYS CORP
+$562.6K
6,564
+17%
建仓
MOS
MOSAIC CO NEW
+$542.8K
15,508
建仓
SCHW
SCHWAB CHARLES CORP
+$501.8K
8,854
增持
GOOG
ALPHABET INC
+$490.5K
9,130
+55%
增持
NOVT
NOVANTA INC
+$490.1K
3,752
+198%
减持
AVGO
BROADCOM INC
+$480.7K
5,857
-18%
增持
HD
HOME DEPOT INC
+$478.5K
10,632
+11%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$473.8K
17,915
+128%
减持
SUB
ISHARES TR
-$461.9K
43,176
-9%
增持
TRNS
TRANSCAT INC
+$455.5K
9,969
+126%
增持
STEP
STEPSTONE GROUP INC
+$447.2K
31,694
+127%
增持
APD
AIR PRODS & CHEMS INC
+$438.6K
7,958
+17%
增持
IYH
ISHARES TR
+$435.0K
4,561
+48%
增持
META
META PLATFORMS INC
+$434.8K
5,260
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$425.0K
4,441
+26%
建仓
NTRA
NATERA INC
+$423.1K
8,695
增持
EMGF
ISHARES INC
+$416.4K
72,689
+16%
增持
NOC
NORTHROP GRUMMAN CORP
+$413.6K
7,810
+15%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$402.0K
100,000
减持
TLT
ISHARES TR
-$399.0K
5,977
-37%
建仓
XPOF
XPONENTIAL FITNESS INC
+$398.1K
23,078
增持
ABT
ABBOTT LABS
+$391.1K
18,505
+15%
建仓
QCOM
QUALCOMM INC
+$389.5K
3,272
建仓
OPLN
OPENLANE INC
+$380.5K
25,000
清仓
EMB
ISHARES TR
-$361.8K
0
-100%
减持
VIS
VANGUARD WORLD FDS
+$360.6K
23,048
-0%
减持
FSLR
FIRST SOLAR INC
-$355.3K
5,028
-17%
减持
XLI
SELECT SECTOR SPDR TR
+$352.9K
57,656
-0%
建仓
IVW
ISHARES TR
+$352.8K
5,006
减持
IWM
ISHARES TR
-$347.3K
17,668
-14%
增持
LDEM
ISHARES TR
+$333.6K
25,494
+44%
增持
EOG
EOG RES INC
+$332.6K
20,131
+17%
增持
JPM
JPMORGAN CHASE & CO
+$328.4K
20,178
+1%
建仓
LEU
CENTRUS ENERGY CORP
+$325.6K
10,000
减持
ESGE
ISHARES INC
-$325.3K
33,738
-24%
增持
TXN
TEXAS INSTRS INC
+$323.3K
27,299
+11%
增持
SPGI
S&P GLOBAL INC
+$315.9K
3,000
+17%
建仓
GDX
VANECK ETF TRUST
+$301.1K
10,000
增持
DFAE
DIMENSIONAL ETF TRUST
+$300.8K
30,490
+69%
建仓
—
SOUTHWESTERN ENERGY CO
+$300.5K
50,000
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$295.4K
10,313
+96%
增持
AMT
AMERICAN TOWER CORP NEW
+$280.2K
15,578
+15%
建仓
XLE
SELECT SECTOR SPDR TR
+$278.0K
3,425
建仓
—
LIVENT CORP
+$274.3K
10,000
清仓
MTUM
ISHARES TR
-$266.8K
0
-100%
建仓
KMX
CARMAX INC
+$265.7K
3,174
增持
CSCO
CISCO SYS INC
+$265.1K
45,851
+14%
增持
SHM
SPDR SER TR
+$262.4K
24,532
+31%
建仓
PLAB
PHOTRONICS INC
+$257.9K
10,000
增持
GOOGL
ALPHABET INC
+$256.5K
14,105
+2%
清仓
—
GLOBANT S A
-$256.3K
0
-100%
增持
NFLX
NETFLIX INC
+$251.2K
2,586
+1%
增持
DE
DEERE & CO
+$250.6K
4,708
+17%
增持
PLNT
PLANET FITNESS INC
+$249.0K
7,703
+121%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$247.5K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$228.8K
468
清仓
IJT
ISHARES TR
-$221.9K
0
-100%
建仓
INTU
INTUIT
+$208.0K
454
增持
AMLP
ALPS ETF TR
+$207.3K
14,350
+56%
清仓
VTIP
VANGUARD MALVERN FDS
-$205.9K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$205.5K
0
-100%
减持
—
PARAMOUNT GLOBAL
-$204.7K
24,182
-8%
减持
VLUE
ISHARES TR
-$190.1K
2,342
-47%
增持
TLH
ISHARES TR
+$183.7K
10,557
+23%
增持
CGBD
CARLYLE SECURED LENDING INC
+$179.2K
41,100
+32%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$176.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$172.9K
47,240
-0%
增持
TSLA
TESLA INC
+$170.6K
2,633
+5%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$167.6K
0
-100%
减持
KWEB
KRANESHARES TR
-$143.4K
10,000
-24%
增持
WM
WASTE MGMT INC DEL
+$137.6K
12,946
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$132.1K
6,363
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$130.7K
11,224
+3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$127.7K
355,630
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$124.1K
130,860
-0%
减持
—
EXXON MOBIL CORP
-$118.0K
3,106
-25%
增持
F
FORD MTR CO DEL
+$117.3K
44,292
+1%
减持
IEFA
ISHARES TR
-$106.1K
4,302
-27%
减持
NEE
NEXTERA ENERGY INC
-$105.9K
12,681
-7%
减持
COST
COSTCO WHSL CORP NEW
+$101.0K
2,554
-0%
清仓
—
BIG 5 SPORTING GOODS CORP
-$98.2K
0
-100%
建仓
ASYS
AMTECH SYS INC
+$95.6K
10,000
减持
IYE
ISHARES TR
-$93.4K
6,164
-25%
减持
EEM
ISHARES TR
-$90.4K
13,862
-14%
增持
VYM
VANGUARD WHITEHALL FDS
+$87.3K
4,348
+23%
增持
USFR
WISDOMTREE TR
+$86.6K
22,160
+8%
减持
MRNA
MODERNA INC
-$85.0K
2,500
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$83.1K
20,851
+0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$79.9K
80,980
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$76.7K
4,080
-25%
增持
WMT
WALMART INC
+$74.5K
8,107
+0%
增持
IGF
ISHARES TR
-$73.9K
102,707
+0%
减持
IUSB
ISHARES TR
-$72.3K
53,024
-1%
