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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 56
减持 54
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
DVY
ISHARES TR
-$35.0M
30,006
-91%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$21.9M
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$14.0M
6,930
-98%
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
RDVY
FIRST TR EXCHANGE-TRADED FD
-$13.5M
5,850
-98%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$10.7M
7,636
-90%
清仓
ICSH
ISHARES TR
-$10.3M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$6.8M
36,374
-51%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$5.5M
0
-100%
清仓
EWU
ISHARES TR
-$5.4M
0
-100%
增持
IVV
ISHARES TR
+$5.1M
101,153
+17%
增持
USFR
WISDOMTREE TR
+$4.6M
114,336
+416%
减持
VFH
VANGUARD WORLD FDS
-$4.4M
14,290
-79%
减持
EFG
ISHARES TR
-$4.2M
122,478
-21%
建仓
VTEB
VANGUARD MUN BD FDS
+$4.2M
86,494
增持
EFV
ISHARES TR
+$3.6M
216,923
+52%
减持
RTX
RTX CORPORATION
-$3.1M
41,033
-34%
清仓
VLO
VALERO ENERGY CORP
-$3.1M
0
-100%
减持
QUAL
ISHARES TR
-$3.1M
93,817
-18%
减持
XLI
SELECT SECTOR SPDR TR
-$3.0M
31,304
-46%
减持
TFI
SPDR SER TR
-$2.8M
34,394
-63%
增持
IVW
ISHARES TR
+$2.7M
43,763
+774%
减持
VGT
VANGUARD WORLD FDS
-$2.5M
92,031
-0%
减持
IYW
ISHARES TR
-$2.4M
39,403
-34%
减持
ESGU
ISHARES TR
-$2.2M
109,815
-14%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
减持
IEMG
ISHARES INC
-$2.1M
65,055
-38%
减持
MUB
ISHARES TR
-$2.0M
80,974
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$1.9M
67,488
-15%
建仓
—
SEAGEN INC
+$1.8M
8,550
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.8M
107,935
-18%
建仓
HSY
HERSHEY CO
+$1.7M
8,732
清仓
HYD
VANECK ETF TRUST
-$1.7M
0
-100%
增持
GPC
GENUINE PARTS CO
+$1.7M
14,768
+485%
增持
IJH
ISHARES TR
+$1.6M
7,578
+690%
增持
OEF
ISHARES TR
+$1.6M
37,753
+30%
增持
AAPL
APPLE INC
-$1.6M
82,899
+2%
增持
ZTS
ZOETIS INC
+$1.5M
16,344
+108%
减持
SUB
ISHARES TR
-$1.5M
29,498
-32%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.4M
56,690
-30%
增持
IEV
ISHARES TR
+$1.4M
77,481
+74%
减持
IBB
ISHARES TR
-$1.2M
8,014
-54%
减持
—
LAZYDAYS HLDGS INC
-$1.1M
211,032
-10%
减持
KLAC
KLA CORP
-$1.0M
11,553
-11%
清仓
—
FATHOM DIGITAL MFG CORP
-$999.2K
0
-100%
减持
LLY
ELI LILLY & CO
-$965.0K
7,159
-30%
增持
MSFT
MICROSOFT CORP
-$960.5K
42,517
+1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$920.6K
22,061
+71%
减持
IGM
ISHARES TR
-$763.7K
1,328
-59%
减持
IYH
ISHARES TR
-$755.7K
1,916
-58%
清仓
ONT
MONTROSE ENVIRONMENTAL GROUP
-$754.6K
0
-100%
增持
COP
CONOCOPHILLIPS
+$745.7K
39,751
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$737.6K
47,854
+0%
建仓
IXJ
ISHARES TR
+$722.6K
8,767
增持
MRK
MERCK & CO INC
-$687.7K
60,660
+1%
建仓
TFLO
ISHARES TR
+$669.0K
13,185
建仓
—
FATHOM DIGITAL MFG CORP
+$653.0K
113,558
减持
EMGF
ISHARES INC
-$619.6K
58,727
-19%
建仓
CAVA
CAVA GROUP INC
+$615.7K
20,100
减持
TLH
ISHARES TR
-$607.2K
5,709
-46%
增持
TLT
ISHARES TR
+$597.5K
13,674
+129%
减持
SHV
ISHARES TR
-$593.0K
21,781
-20%
减持
VTV
VANGUARD INDEX FDS
-$574.2K
44,505
-6%
增持
NTRA
NATERA INC
+$560.7K
22,233
+156%
清仓
PLNT
PLANET FITNESS INC
-$519.5K
0
-100%
减持
USMV
ISHARES TR
-$516.0K
52,250
-10%
增持
SYK
STRYKER CORPORATION
-$501.9K
18,031
+1%
增持
ET
ENERGY TRANSFER L P
+$493.7K
332,043
+1%
增持
TXN
TEXAS INSTRS INC
-$492.9K
27,806
+2%
建仓
IWR
ISHARES TR
+$475.2K
6,830
减持
GOVT
ISHARES TR
-$460.6K
10,284
-66%
减持
AI
C3 AI INC
-$455.1K
15,000
-35%
增持
DFAE
DIMENSIONAL ETF TRUST
+$434.8K
50,956
+67%
减持
F
FORD MTR CO DEL
-$430.5K
19,292
-56%
增持
LOW
LOWES COS INC
-$428.2K
30,938
+2%
减持
IGF
ISHARES TR
-$428.1K
101,502
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$424.9K
15,938
+2%
增持
ADI
ANALOG DEVICES INC
-$413.6K
26,902
+2%
增持
—
TE CONNECTIVITY LTD
-$382.1K
29,659
+3%
清仓
OPLN
OPENLANE INC
-$380.5K
0
-100%
增持
TRNS
TRANSCAT INC
+$373.4K
12,492
+25%
增持
GDX
VANECK ETF TRUST
+$371.6K
25,000
+150%
增持
HON
HONEYWELL INTL INC
-$355.6K
20,476
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$350.9K
10,980
+2%
增持
CMCSA
COMCAST CORP NEW
+$338.7K
94,043
+2%
减持
EEMV
ISHARES INC
-$333.4K
5,776
-51%
增持
STEP
STEPSTONE GROUP INC
+$328.9K
35,313
+11%
增持
EOG
EOG RES INC
+$319.3K
20,693
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$312.7K
16,751
+62%
建仓
CLSK
CLEANSPARK INC
+$308.6K
81,000
减持
VHT
VANGUARD WORLD FDS
-$303.4K
17,768
-3%
增持
IVLU
ISHARES TR
+$301.6K
270,711
+5%
清仓
—
SOUTHWESTERN ENERGY CO
-$300.5K
0
-100%
清仓
T
AT&T INC
-$299.8K
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$297.7K
4,427
+147%
清仓
HDSN
HUDSON TECHNOLOGIES INC
-$288.6K
0
-100%
建仓
LQD
ISHARES TR
+$286.1K
2,804
建仓
TIP
ISHARES TR
+$275.0K
2,651
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$272.7K
812
减持
VIS
VANGUARD WORLD FDS
-$270.8K
22,910
-1%
清仓
KMX
CARMAX INC
-$265.7K
0
-100%
清仓
PEP
PEPSICO INC
-$264.3K
0
-100%
增持
HLNE
HAMILTON LANE INC
+$246.0K
13,406
+11%
减持
NKE
NIKE INC
-$236.4K
8,542
-10%
清仓
DIS
DISNEY WALT CO
-$234.1K
0
-100%
清仓
IEUR
ISHARES TR
-$228.4K
0
-100%
减持
EEM
ISHARES TR
-$224.9K
8,524
-39%
清仓
VLUE
ISHARES TR
-$219.7K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$218.5K
12,350
+4%
减持
MBB
ISHARES TR
-$217.7K
7,562
-21%
清仓
SCHP
SCHWAB STRATEGIC TR
-$213.9K
0
-100%
清仓
—
PHYSICIANS RLTY TR
-$213.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$210.5K
12,749
+1%
建仓
—
ODDITY TECH LTD
+$207.8K
7,330
清仓
BA
BOEING CO
-$206.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$197.0K
10,305
-6%
减持
IWM
ISHARES TR
-$196.6K
17,526
-1%
减持
XLRE
SELECT SECTOR SPDR TR
-$196.1K
9,295
-32%
增持
ABT
ABBOTT LABS
-$185.7K
18,913
+2%
增持
IJR
ISHARES TR
+$177.4K
72,996
+8%
增持
ESGE
ISHARES INC
+$175.8K
41,048
+22%
建仓
—
FOOT LOCKER INC
+$173.5K
10,000
增持
FANG
DIAMONDBACK ENERGY INC
+$164.0K
6,962
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$163.0K
10,185
增持
XLE
SELECT SECTOR SPDR TR
+$159.5K
4,840
+41%
增持
FLYW
FLYWIRE CORPORATION
+$155.0K
41,119
+10%
增持
MCO
MOODYS CORP
-$149.2K
6,747
+3%
建仓
ALLO
ALLOGENE THERAPEUTICS INC
+$145.8K
46,000
增持
AVGO
BROADCOM INC
-$143.6K
5,944
+1%
增持
FCX
FREEPORT-MCMORAN INC
-$143.3K
54,863
+0%
减持
—
PARAMOUNT GLOBAL
-$142.3K
18,791
-22%
增持
CCI
CROWN CASTLE INC
-$141.1K
6,873
+1%
建仓
BYND
BEYOND MEAT INC
+$139.5K
14,500
增持
CSCO
CISCO SYS INC
+$139.0K
46,713
+2%
减持
JNJ
JOHNSON & JOHNSON
-$137.6K
6,527
-6%
减持
USFD
US FOODS HLDG CORP
-$136.7K
31,750
-0%
减持
LEU
CENTRUS ENERGY CORP
+$128.5K
8,000
-20%
增持
MA
MASTERCARD INCORPORATED
+$125.5K
9,948
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$120.7K
39,600
-7%
减持
PG
PROCTER AND GAMBLE CO
-$115.8K
13,221
-2%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$113.0K
9,117
+11%
增持
SHM
SPDR SER TR
+$108.4K
27,311
+11%
减持
IUSB
ISHARES TR
-$98.7K
52,894
-0%
减持
TGT
TARGET CORP
-$97.2K
4,544
-0%
清仓
ASYS
AMTECH SYS INC
-$95.6K
0
-100%
减持
GOOG
ALPHABET INC
+$95.4K
9,100
-0%
增持
—
LIVENT CORP
+$93.9K
20,000
+100%
减持
SUSL
ISHARES TR
-$93.6K
29,385
-2%
增持
NOVT
NOVANTA INC
-$93.3K
4,165
+11%
增持
—
LUMINAR TECHNOLOGIES INC
+$92.8K
45,803
+173%
增持
LDEM
ISHARES TR
+$91.5K
28,813
+13%
