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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 38
减持 72
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
—
SCHWAB CHARLES FAMILY FD
+$9.3M
9,308,240
建仓
DYNF
BLACKROCK ETF TRUST
+$6.8M
153,050
建仓
BCAT
BLACKROCK CAP ALLOCATION TER
+$6.1M
366,449
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
IVV
ISHARES TR
+$5.5M
122,815
-1%
建仓
IVE
ISHARES TR
+$5.2M
27,731
增持
IVW
ISHARES TR
+$4.0M
100,933
+69%
建仓
EMR
EMERSON ELEC CO
+$4.0M
35,285
减持
NVDA
NVIDIA CORPORATION
+$3.8M
10,896
-11%
增持
COIN
COINBASE GLOBAL INC
+$3.4M
20,500
+72%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.2M
1,063
-87%
建仓
IBIT
ISHARES BITCOIN TR
+$2.9M
70,554
减持
ESGU
ISHARES TR
-$2.8M
86,657
-29%
增持
QUAL
ISHARES TR
+$2.7M
115,221
+5%
增持
ABBV
ABBVIE INC
+$2.5M
16,672
+406%
减持
AAPL
APPLE INC
-$2.1M
80,090
-3%
清仓
APD
AIR PRODS & CHEMS INC
-$2.1M
0
-100%
建仓
HEFA
ISHARES TR
+$2.0M
56,115
减持
VGT
VANGUARD WORLD FD
+$1.7M
45,906
-1%
增持
EMXC
ISHARES INC
+$1.6M
81,273
+47%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$1.5M
0
-100%
减持
LLY
ELI LILLY & CO
+$1.4M
7,376
-1%
减持
MSFT
MICROSOFT CORP
+$1.4M
41,966
-3%
增持
IXC
ISHARES TR
+$1.3M
50,025
+135%
增持
EFG
ISHARES TR
+$1.3M
114,478
+5%
减持
MRK
MERCK & CO INC
+$1.3M
59,170
-1%
增持
IYW
ISHARES TR
+$1.2M
64,553
+6%
增持
GDX
VANECK ETF TRUST
+$1.2M
62,300
+149%
减持
IEMG
ISHARES INC
-$1.1M
32,318
-41%
增持
IUSB
ISHARES TR
+$1.1M
70,509
+55%
建仓
SVV
SAVERS VALUE VLG INC
+$1.1M
57,148
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
9,587
-13%
增持
USFR
WISDOMTREE TR
+$1.1M
135,100
+19%
减持
OEF
ISHARES TR
-$1.0M
45,989
-17%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$1.0M
55,200
减持
USMV
ISHARES TR
-$930.5K
33,430
-30%
减持
IYE
ISHARES TR
-$915.3K
4,302
-83%
减持
SYK
STRYKER CORPORATION
+$806.6K
17,099
-4%
增持
META
META PLATFORMS INC
+$792.1K
5,641
+3%
减持
LOW
LOWES COS INC
+$718.5K
29,485
-3%
减持
PINS
PINTEREST INC
-$707.8K
61,717
-20%
减持
SUSL
ISHARES TR
-$666.4K
20,793
-33%
减持
ZTS
ZOETIS INC
-$662.4K
15,029
-7%
减持
AMZN
AMAZON COM INC
+$660.0K
30,435
-4%
减持
XLV
SELECT SECTOR SPDR TR
+$623.1K
67,625
-2%
建仓
BRRR
VALKYRIE BITCOIN FD
+$608.9K
30,250
增持
ET
ENERGY TRANSFER L P
+$606.8K
314,387
+0%
增持
—
FORWARD AIR CORP
-$603.9K
34,060
+29%
清仓
DFIS
DIMENSIONAL ETF TRUST
-$590.0K
0
-100%
清仓
TFLO
ISHARES TR
-$589.9K
0
-100%
增持
VERX
VERTEX INC
+$564.4K
44,101
+42%
减持
NTRA
NATERA INC
+$558.8K
25,256
-10%
减持
WM
WASTE MGMT INC DEL
+$523.5K
16,006
-1%
减持
RTX
RTX CORPORATION
+$510.2K
38,605
-0%
减持
IVLU
ISHARES TR
-$498.5K
180,540
-14%
减持
GBIL
GOLDMAN SACHS ETF TR
-$471.3K
16,766
-22%
增持
USO
UNITED STS OIL FD LP
+$454.1K
10,000
+100%
清仓
LQD
ISHARES TR
-$445.4K
0
-100%
增持
—
BITFARMS LTD
+$445.1K
222,250
+1188%
增持
DVY
ISHARES TR
+$429.3K
31,027
+7%
减持
MA
MASTERCARD INCORPORATED
+$422.2K
9,674
-3%
建仓
BINC
BLACKROCK ETF TRUST II
+$414.3K
7,898
减持
AMT
AMERICAN TOWER CORP NEW
-$401.6K
13,954
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
+$398.9K
16,667
-1%
建仓
GDXJ
VANECK ETF TRUST
+$387.4K
10,000
减持
VIS
VANGUARD WORLD FD
+$373.2K
22,155
-3%
增持
CWST
CASELLA WASTE SYS INC
+$372.9K
22,417
+4%
建仓
PFE
PFIZER INC
+$369.5K
13,315
减持
DFEM
DIMENSIONAL ETF TRUST
-$366.9K
18,345
-45%
减持
EFV
ISHARES TR
-$364.4K
243,831
-7%
减持
COP
CONOCOPHILLIPS
+$356.1K
38,507
-2%
建仓
MSTR
MICROSTRATEGY INC
+$352.8K
207
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$349.2K
5,559
减持
TSLA
TESLA INC
-$348.5K
3,475
-10%
建仓
OPLN
OPENLANE INC
+$346.0K
20,000
减持
AVGO
BROADCOM INC
+$332.7K
5,097
-11%
减持
HD
HOME DEPOT INC
+$332.1K
10,563
-2%
增持
FANG
DIAMONDBACK ENERGY INC
+$328.8K
7,128
+2%
减持
XLI
SELECT SECTOR SPDR TR
+$325.3K
30,906
-1%
建仓
—
NEW YORK CMNTY BANCORP INC
+$322.3K
100,100
增持
—
ODDITY TECH LTD
+$322.0K
13,456
+138%
清仓
AOA
ISHARES TR
-$320.4K
0
-100%
增持
NOVT
NOVANTA INC
+$316.9K
4,364
+65%
增持
VOO
VANGUARD INDEX FDS
+$303.4K
6,663
+0%
减持
NFLX
NETFLIX INC
+$300.3K
2,602
-1%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$299.6K
0
-100%
清仓
INTF
ISHARES TR
-$293.3K
0
-100%
减持
EMGF
ISHARES INC
-$292.9K
67,599
-12%
减持
V
VISA INC
+$288.9K
19,037
-1%
建仓
DHS
WISDOMTREE TR
+$284.1K
3,278
减持
ADI
ANALOG DEVICES INC
-$276.7K
24,896
-5%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$273.4K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$259.6K
1,646
减持
RSG
REPUBLIC SVCS INC
+$258.3K
10,511
-1%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$257.1K
5,350
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$251.1K
4,491
-2%
清仓
LDEM
ISHARES TR
-$239.5K
0
-100%
增持
OWL
BLUE OWL CAPITAL INC
+$239.2K
60,228
+0%
清仓
—
PARAMOUNT GLOBAL
-$238.2K
0
-100%
增持
STEP
STEPSTONE GROUP INC
+$237.5K
46,323
+4%
增持
GPC
GENUINE PARTS CO
+$235.5K
13,986
+0%
减持
VUG
VANGUARD INDEX FDS
+$228.7K
7,592
-1%
清仓
BA
BOEING CO
-$228.1K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
+$227.1K
53,353
-0%
清仓
GILD
GILEAD SCIENCES INC
-$224.4K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$224.2K
5,081
-1%
减持
HON
HONEYWELL INTL INC
-$220.3K
19,495
-3%
减持
ESGE
ISHARES INC
-$219.9K
6,588
-51%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$218.3K
11,984
+4%
减持
TLH
ISHARES TR
-$215.6K
10,033
-14%
减持
IEV
ISHARES TR
-$212.8K
60,642
-11%
增持
TRNS
TRANSCAT INC
+$212.1K
17,401
+10%
建仓
AAON
AAON INC
+$207.7K
2,357
建仓
VLO
VALERO ENERGY CORP
+$207.6K
1,216
建仓
COMT
ISHARES U S ETF TR
+$205.9K
7,625
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$204.9K
1,924
建仓
WFC
WELLS FARGO CO NEW
+$204.8K
3,533
建仓
XLK
SELECT SECTOR SPDR TR
+$203.9K
979
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$201.4K
27,448
-1%
增持
URI
UNITED RENTALS INC
+$195.0K
1,076
+6%
增持
SHV
ISHARES TR
+$194.3K
21,709
+8%
减持
VTV
VANGUARD INDEX FDS
+$185.6K
14,653
-0%
减持
KLAC
KLA CORP
+$182.7K
9,653
-14%
增持
WMT
WALMART INC
+$176.4K
25,159
+196%
减持
VTEB
VANGUARD MUN BD FDS
-$166.5K
208,855
-1%
减持
VBK
VANGUARD INDEX FDS
-$166.1K
2,220
-28%
增持
—
EXXON MOBIL CORP
+$157.3K
4,186
+27%
减持
QQQ
INVESCO QQQ TR
+$154.2K
7,895
-4%
增持
AXP
AMERICAN EXPRESS CO
+$153.8K
1,587
+43%
减持
CPNG
COUPANG INC
-$153.5K
59,985
-20%
减持
VDC
VANGUARD WORLD FD
+$150.9K
12,590
-1%
减持
CLSK
CLEANSPARK INC
+$145.9K
36,000
-36%
减持
DFSV
DIMENSIONAL ETF TRUST
-$141.7K
10,993
-32%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$140.4K
18,868
-1%
减持
COST
COSTCO WHSL CORP NEW
+$137.1K
2,589
-1%
减持
—
ACCENTURE PLC IRELAND
-$133.5K
11,540
-2%
减持
XLF
SELECT SECTOR SPDR TR
+$133.2K
30,609
-0%
增持
MUB
ISHARES TR
+$128.8K
42,314
+4%
减持
CSCO
CISCO SYS INC
-$127.9K
43,928
-4%
增持
CVRX
CVRX INC
-$118.0K
10,053
+5%
减持
BP
BP PLC
-$117.0K
10,807
-27%
增持
FSV
FIRSTSERVICE CORP NEW
+$115.8K
11,622
+4%
减持
GLD
SPDR GOLD TR
+$115.7K
10,580
-2%
减持
VHT
VANGUARD WORLD FD
+$112.9K
14,702
-5%
减持
CMCSA
COMCAST CORP NEW
-$108.4K
90,944
-2%
减持
PG
PROCTER AND GAMBLE CO
+$102.5K
12,371
-5%
增持
QCOM
QUALCOMM INC
+$98.4K
3,695
+1%
增持
PGNY
PROGYNY INC
+$93.3K
45,680
+3%
建仓
—
CSI COMPRESSCO LP
+$93.2K
40,000
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$80.6K
7,590
-1%
减持
IGF
ISHARES TR
-$79.8K
101,711
-3%
