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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 29
增持 45
减持 56
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$18.1M
5,116
-89%
减持
VGT
VANGUARD WORLD FDS
-$15.9M
46,295
-50%
增持
IVV
ISHARES TR
+$15.4M
123,638
+22%
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
VTEB
VANGUARD MUN BD FDS
+$6.6M
210,276
+143%
增持
OEF
ISHARES TR
+$4.8M
55,467
+47%
减持
VTV
VANGUARD INDEX FDS
-$3.9M
14,721
-67%
减持
MUB
ISHARES TR
-$3.9M
40,810
-50%
增持
QUAL
ISHARES TR
+$3.8M
110,207
+17%
增持
IYW
ISHARES TR
+$3.3M
60,947
+55%
建仓
EMXC
ISHARES INC
+$3.1M
55,136
增持
EFV
ISHARES TR
+$3.0M
261,589
+21%
增持
MSFT
MICROSOFT CORP
+$2.9M
43,326
+2%
增持
ESGU
ISHARES TR
+$2.4M
121,886
+11%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
6,638
-49%
建仓
COIN
COINBASE GLOBAL INC
+$2.1M
11,950
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.9M
36,000
-43%
清仓
—
SEAGEN INC
-$1.8M
0
-100%
减持
AAPL
APPLE INC
+$1.7M
82,451
-1%
建仓
—
FORWARD AIR CORP
+$1.7M
26,460
增持
IVW
ISHARES TR
+$1.5M
59,883
+37%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$1.5M
13,819
减持
AVGO
BROADCOM INC
+$1.5M
5,754
-3%
减持
IJH
ISHARES TR
-$1.5M
1,563
-79%
减持
IVLU
ISHARES TR
-$1.3M
211,059
-22%
减持
KLAC
KLA CORP
+$1.3M
11,286
-2%
减持
—
LAZYDAYS HLDGS INC
-$1.3M
50,000
-76%
减持
SUB
ISHARES TR
-$1.1M
18,091
-39%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
12,306
+6%
减持
LDEM
ISHARES TR
-$993.1K
5,446
-81%
增持
AJG
GALLAGHER ARTHUR J & CO
+$953.6K
16,758
+36%
减持
IJR
ISHARES TR
+$952.3K
72,717
-0%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$948.4K
0
-100%
增持
IYE
ISHARES TR
+$922.5K
25,562
+496%
增持
WM
WASTE MGMT INC DEL
+$914.7K
16,126
+25%
增持
AMZN
AMAZON COM INC
+$902.5K
31,788
+3%
增持
EMGF
ISHARES INC
+$901.8K
77,082
+31%
建仓
VERX
VERTEX INC
+$836.3K
31,042
建仓
DFEM
DIMENSIONAL ETF TRUST
+$834.5K
33,434
建仓
IXC
ISHARES TR
+$834.0K
21,325
减持
SHM
SPDR SER TR
-$811.4K
9,442
-65%
减持
ESGE
ISHARES INC
-$810.7K
13,482
-67%
增持
NTRA
NATERA INC
+$767.4K
27,956
+26%
清仓
IXJ
ISHARES TR
-$722.6K
0
-100%
增持
HLNE
HAMILTON LANE INC
+$711.7K
16,948
+26%
减持
PINS
PINTEREST INC
+$709.0K
76,876
-3%
增持
TLH
ISHARES TR
+$707.2K
11,725
+105%
增持
XLV
SELECT SECTOR SPDR TR
+$678.7K
68,684
+2%
减持
FLYW
FLYWIRE CORPORATION
-$653.8K
28,402
-31%
增持
DFAE
DIMENSIONAL ETF TRUST
+$650.9K
74,700
+47%
清仓
CCI
CROWN CASTLE INC
-$632.5K
0
-100%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$590.0K
24,410
减持
XLY
SELECT SECTOR SPDR TR
+$589.5K
36,044
-1%
减持
VIS
VANGUARD WORLD FDS
+$553.6K
22,846
-0%
减持
V
VISA INC
+$540.2K
19,297
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$537.7K
14,516
-9%
增持
CWST
CASELLA WASTE SYS INC
+$537.2K
21,571
+26%
增持
JPM
JPMORGAN CHASE & CO
+$533.5K
20,347
+1%
增持
RKT
ROCKET COS INC
+$532.5K
83,100
+1%
增持
IGF
ISHARES TR
+$529.2K
104,639
+3%
增持
LLY
ELI LILLY & CO
+$513.2K
7,477
+4%
建仓
TOTL
SSGA ACTIVE ETF TR
+$503.1K
12,500
增持
TRNS
TRANSCAT INC
+$503.0K
15,795
+26%
减持
ADI
ANALOG DEVICES INC
+$490.6K
26,193
-3%
清仓
IWR
ISHARES TR
-$475.2K
0
-100%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$472.6K
16,230
增持
SPSC
SPS COMM INC
+$462.0K
7,888
+26%
减持
HD
HOME DEPOT INC
+$453.3K
10,734
-1%
减持
—
ACCENTURE PLC IRELAND
+$453.0K
11,779
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$452.9K
27,803
-2%
减持
MCO
MOODYS CORP
+$451.1K
6,617
-2%
增持
PGNY
PROGYNY INC
+$450.3K
44,363
+26%
减持
HON
HONEYWELL INTL INC
+$438.9K
20,131
-2%
减持
—
TE CONNECTIVITY LTD
+$436.0K
29,180
-2%
建仓
NVO
NOVO-NORDISK A S
+$427.9K
4,136
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$423.1K
49,605
-12%
清仓
XPOF
XPONENTIAL FITNESS INC
-$396.3K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
+$394.1K
31,298
-0%
增持
SUSL
ISHARES TR
+$392.7K
31,024
+6%
清仓
COMT
ISHARES U S ETF TR
-$390.2K
0
-100%
减持
SYK
STRYKER CORPORATION
+$385.5K
17,739
-2%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$383.3K
11,529
+26%
清仓
AI
C3 AI INC
-$382.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$381.2K
8,190
-1%
增持
VBK
VANGUARD INDEX FDS
+$377.1K
3,081
+79%
增持
COST
COSTCO WHSL CORP NEW
+$369.9K
2,607
+6%
清仓
—
LIVENT CORP
-$368.2K
0
-100%
增持
META
META PLATFORMS INC
+$368.0K
5,501
+5%
建仓
VTI
VANGUARD INDEX FDS
+$364.8K
1,538
减持
LOW
LOWES COS INC
+$362.1K
30,520
-1%
减持
ZTS
ZOETIS INC
+$362.0K
16,241
-1%
减持
IWM
ISHARES TR
+$348.0K
17,239
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$346.0K
12,204
-27%
增持
FSV
FIRSTSERVICE CORP NEW
+$342.1K
11,176
+11%
减持
DVY
ISHARES TR
-$336.4K
28,942
-4%
建仓
IEUR
ISHARES TR
+$336.3K
6,113
建仓
USO
UNITED STS OIL FD LP
+$333.3K
5,000
减持
VHT
VANGUARD WORLD FDS
-$328.6K
15,414
-13%
清仓
EEM
ISHARES TR
-$323.5K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$320.0K
314,386
-5%
减持
CLSK
CLEANSPARK INC
+$309.1K
56,000
-31%
减持
IEMG
ISHARES INC
-$308.4K
55,112
-15%
清仓
EEMV
ISHARES INC
-$308.1K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$306.3K
2,078
增持
NFLX
NETFLIX INC
+$303.5K
2,629
+2%
增持
STEP
STEPSTONE GROUP INC
+$302.9K
44,553
+26%
减持
RTX
RTX CORPORATION
+$301.8K
38,685
-6%
建仓
CVRX
CVRX INC
+$301.0K
9,575
建仓
GSIE
GOLDMAN SACHS ETF TR
+$299.6K
9,132
减持
MRK
MERCK & CO INC
+$298.1K
60,000
-1%
减持
MA
MASTERCARD INCORPORATED
+$298.0K
9,933
-0%
清仓
STIP
ISHARES TR
-$297.6K
0
-100%
增持
GLD
SPDR GOLD TR
+$294.0K
10,780
+5%
建仓
INTF
ISHARES TR
+$293.3K
10,464
增持
ISRG
INTUITIVE SURGICAL INC
+$292.5K
6,249
+1%
增持
IFRA
ISHARES TR
+$279.8K
43,099
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$278.9K
11,045
+1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$273.4K
7,956
清仓
URA
GLOBAL X FDS
-$270.4K
0
-100%
建仓
CACC
CREDIT ACCEP CORP MICH
+$253.0K
475
建仓
INTC
INTEL CORP
+$242.7K
4,830
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$241.1K
15,965
+10%
减持
COP
CONOCOPHILLIPS
-$240.6K
39,158
-1%
减持
FCX
FREEPORT-MCMORAN INC
+$235.7K
53,595
-2%
减持
ABT
ABBOTT LABS
+$232.9K
18,757
-1%
减持
RSG
REPUBLIC SVCS INC
+$232.7K
10,601
-0%
清仓
FALN
ISHARES TR
-$232.6K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$230.4K
0
-100%
清仓
GIS
GENERAL MLS INC
-$228.4K
0
-100%
建仓
BA
BOEING CO
+$228.1K
875
建仓
SCHZ
SCHWAB STRATEGIC TR
+$227.5K
4,879
减持
HSY
HERSHEY CO
-$227.4K
8,151
-7%
清仓
GOVT
ISHARES TR
-$226.7K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$224.9K
7,667
-6%
建仓
GILD
GILEAD SCIENCES INC
+$224.4K
2,770
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$223.2K
108,740
+9%
减持
RLY
SSGA ACTIVE ETF TR
-$221.1K
11,110
-43%
减持
INSP
INSPIRE MED SYS INC
-$220.0K
3,237
-27%
建仓
PEP
PEPSICO INC
+$218.1K
1,275
清仓
—
BLACKROCK INC
-$214.6K
0
-100%
减持
IUSB
ISHARES TR
-$214.0K
45,546
-14%
建仓
AXP
AMERICAN EXPRESS CO
+$207.6K
1,108
建仓
CAT
CATERPILLAR INC
+$206.4K
698
增持
PHM
PULTE GROUP INC
+$205.2K
5,948
+8%
清仓
PFE
PFIZER INC
-$203.0K
0
-100%
增持
IWB
ISHARES TR
+$202.6K
4,082
+11%
建仓
KMX
CARMAX INC
+$202.3K
2,636
清仓
PLAB
PHOTRONICS INC
-$202.1K
0
-100%
建仓
DIS
DISNEY WALT CO
+$201.4K
2,222
减持
SHV
ISHARES TR
-$200.7K
20,026
-8%
增持
TSLA
TESLA INC
+$200.0K
3,861
+27%
