小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 36
减持 78
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
IJT
ISHARES TR
+$13.4M
104,044
减持
—
SCHWAB CHARLES FAMILY FD
-$7.5M
1,770,823
-81%
增持
IVW
ISHARES TR
+$4.4M
139,587
+38%
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。
建仓
J
JACOBS SOLUTIONS INC
+$3.6M
25,562
清仓
AMT
AMERICAN TOWER CORP NEW
-$2.8M
0
-100%
减持
AAPL
APPLE INC
+$2.7M
78,064
-3%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
101,282
+830%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.3M
40,333
+141%
清仓
CWST
CASELLA WASTE SYS INC
-$2.2M
0
-100%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$2.1M
19,239
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$2.1M
0
-100%
增持
EFG
ISHARES TR
+$2.0M
135,268
+18%
清仓
FSV
FIRSTSERVICE CORP NEW
-$1.9M
0
-100%
减持
EFV
ISHARES TR
-$1.8M
215,974
-11%
清仓
PGNY
PROGYNY INC
-$1.7M
0
-100%
减持
IVV
ISHARES TR
-$1.6M
115,085
-6%
清仓
SPSC
SPS COMM INC
-$1.5M
0
-100%
增持
IEMG
ISHARES INC
+$1.4M
57,817
+79%
清仓
VERX
VERTEX INC
-$1.4M
0
-100%
减持
HON
HONEYWELL INTL INC
-$1.4M
12,250
-37%
减持
LOW
LOWES COS INC
-$1.4M
27,885
-5%
增持
ABBV
ABBVIE INC
+$1.3M
25,383
+52%
减持
VGT
VANGUARD WORLD FD
+$1.3M
43,936
-4%
增持
IYW
ISHARES TR
+$1.2M
66,047
+2%
增持
ZTS
ZOETIS INC
+$1.2M
21,588
+44%
减持
JPM
JPMORGAN CHASE & CO.
-$1.2M
14,346
-29%
清仓
SVV
SAVERS VALUE VLG INC
-$1.1M
0
-100%
清仓
—
FORWARD AIR CORP
-$1.1M
0
-100%
减持
LLY
ELI LILLY & CO
+$919.0K
7,353
-0%
增持
USFR
WISDOMTREE TR
+$886.4K
152,665
+13%
减持
MSFT
MICROSOFT CORP
+$829.7K
41,360
-1%
增持
OEF
ISHARES TR
+$788.1K
46,032
+0%
清仓
USO
UNITED STS OIL FD LP
-$787.3K
0
-100%
增持
COIN
COINBASE GLOBAL INC
-$784.8K
20,925
+2%
减持
—
ACCENTURE PLC IRELAND
-$772.2K
10,638
-8%
清仓
NOVT
NOVANTA INC
-$762.7K
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$746.3K
160,668
+5%
减持
CME
CME GROUP INC
-$744.1K
5,255
-36%
减持
IXC
ISHARES TR
-$710.2K
34,651
-31%
清仓
INSP
INSPIRE MED SYS INC
-$706.4K
0
-100%
建仓
SPOK
SPOK HLDGS INC
+$666.5K
45,000
减持
CMCSA
COMCAST CORP NEW
-$627.3K
84,657
-7%
减持
ADI
ANALOG DEVICES INC
+$626.4K
24,317
-2%
减持
HEFA
ISHARES TR
-$622.4K
37,544
-33%
减持
COP
CONOCOPHILLIPS
-$618.7K
37,441
-3%
减持
MRK
MERCK & CO INC
-$606.1K
58,175
-2%
清仓
FLYW
FLYWIRE CORPORATION
-$603.8K
0
-100%
减持
TFI
SPDR SER TR
-$591.0K
16,312
-43%
减持
KLAC
KLA CORP
+$584.9K
8,888
-8%
清仓
—
ODDITY TECH LTD
-$584.7K
0
-100%
减持
QUAL
ISHARES TR
+$583.9K
114,315
-1%
减持
MA
MASTERCARD INCORPORATED
-$540.5K
9,335
-4%
增持
SHV
ISHARES TR
+$532.2K
26,533
+22%
减持
HD
HOME DEPOT INC
-$522.8K
10,252
-3%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$511.6K
82,600
+50%
清仓
TOTL
SSGA ACTIVE ETF TR
-$500.6K
0
-100%
减持
VIS
VANGUARD WORLD FD
-$493.3K
20,829
-6%
减持
V
VISA INC
-$481.8K
18,406
-3%
清仓
—
FATHOM DIGITAL MFG CORP
-$475.1K
0
-100%
清仓
DFEM
DIMENSIONAL ETF TRUST
-$467.6K
0
-100%
减持
GDX
VANECK ETF TRUST
-$443.1K
45,000
-28%
增持
MUB
ISHARES TR
+$439.6K
46,857
+11%
减持
TXN
TEXAS INSTRS INC
+$428.8K
25,834
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$415.3K
65,694
-3%
增持
GOOGL
ALPHABET INC
+$406.4K
12,692
+1%
减持
VHT
VANGUARD WORLD FD
-$379.6K
13,476
-8%
减持
SYK
STRYKER CORPORATION
-$376.3K
16,879
-1%
减持
TRNS
TRANSCAT INC
-$375.7K
13,062
-25%
减持
IJR
ISHARES TR
-$361.9K
71,956
-1%
减持
NTRA
NATERA INC
-$349.2K
18,106
-28%
减持
HLNE
HAMILTON LANE INC
-$345.8K
13,412
-24%
增持
IBIT
ISHARES BITCOIN TR
-$330.6K
73,953
+5%
增持
EMXC
ISHARES INC
+$306.3K
84,210
+4%
减持
GPC
GENUINE PARTS CO
-$305.1K
13,463
-4%
减持
ABT
ABBOTT LABS
-$296.9K
17,336
-6%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$292.7K
0
-100%
减持
AMZN
AMAZON COM INC
+$283.5K
29,875
-2%
减持
AVGO
BROADCOM INC
+$276.6K
4,380
-14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$268.2K
21,277
+87%
减持
VBK
VANGUARD INDEX FDS
-$260.1K
1,272
-43%
减持
GOOG
ALPHABET INC
+$250.8K
8,573
-1%
增持
VUG
VANGUARD INDEX FDS
+$249.3K
7,644
+1%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$247.1K
10,650
+99%
增持
META
META PLATFORMS INC
+$246.4K
5,921
+5%
增持
MOS
MOSAIC CO NEW
+$243.8K
25,326
+68%
增持
DHS
WISDOMTREE TR
+$243.5K
6,237
+90%
减持
SUB
ISHARES TR
-$241.5K
15,317
-13%
减持
QQQ
INVESCO QQQ TR
+$239.2K
7,813
-1%
减持
IWM
ISHARES TR
-$232.6K
16,722
-3%
增持
TLT
ISHARES TR
+$230.2K
17,276
+21%
清仓
KMX
CARMAX INC
-$229.6K
0
-100%
减持
IVLU
ISHARES TR
-$218.1K
177,789
-2%
减持
DE
DEERE & CO
-$217.3K
4,355
-3%
建仓
IWY
ISHARES TR
+$217.1K
1,012
建仓
DELL
DELL TECHNOLOGIES INC
+$215.3K
1,561
清仓
INTC
INTEL CORP
-$213.3K
0
-100%
清仓
IYE
ISHARES TR
-$212.5K
0
-100%
清仓
ESGE
ISHARES INC
-$212.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$211.1K
6,802
+2%
清仓
VLO
VALERO ENERGY CORP
-$207.6K
0
-100%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$204.9K
0
-100%
建仓
TTEK
TETRA TECH INC NEW
+$204.5K
1,000
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$204.0K
1,170
减持
ESGU
ISHARES TR
+$203.6K
85,197
-2%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$203.1K
3,210
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$198.0K
12,167
+39%
减持
CSCO
CISCO SYS INC
-$193.1K
42,082
-4%
建仓
T
AT&T INC
+$191.7K
10,033
减持
ULTA
ULTA BEAUTY INC
-$186.7K
1,313
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$172.1K
26,299
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$168.3K
781
-27%
减持
USMV
ISHARES TR
-$166.6K
31,295
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$164.0K
1,626
+66%
减持
JNJ
JOHNSON & JOHNSON
-$157.4K
5,914
-8%
增持
DVY
ISHARES TR
+$155.4K
32,876
+6%
减持
SBUX
STARBUCKS CORP
-$147.8K
5,445
-13%
建仓
—
PARAMOUNT GLOBAL
+$143.9K
13,780
减持
IFRA
ISHARES TR
-$138.2K
37,556
-5%
减持
SHM
SPDR SER TR
-$134.1K
5,664
-33%
减持
XLY
SELECT SECTOR SPDR TR
-$131.8K
34,862
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$127.9K
30,894
-0%
减持
ET
ENERGY TRANSFER L P
+$126.0K
312,657
-1%
减持
EMGF
ISHARES INC
-$117.8K
61,990
-8%
减持
WMT
WALMART INC
+$114.1K
24,119
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$113.6K
4,543
-19%
减持
BP
BP PLC
-$112.7K
8,157
-25%
增持
QCOM
QUALCOMM INC
+$112.2K
3,704
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$109.0K
5,082
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$107.8K
1,781
-16%
减持
HSY
HERSHEY CO
-$103.2K
7,809
-1%
减持
TSLA
TESLA INC
-$102.7K
2,568
-26%
减持
TLH
ISHARES TR
-$96.2K
9,324
-7%
增持
—
EXXON MOBIL CORP
+$95.9K
5,060
+21%
增持
FCX
FREEPORT-MCMORAN INC
+$94.1K
53,555
+0%
减持
EOG
EOG RES INC
-$93.6K
18,691
-2%
清仓
—
CSI COMPRESSCO LP
-$93.2K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$90.3K
831
-12%
增持
BCAT
BLACKROCK CAP ALLOCATION TER
-$89.4K
366,581
+0%
减持
DFSV
DIMENSIONAL ETF TRUST
-$88.4K
8,426
-23%
减持
CPNG
COUPANG INC
+$84.8K
54,985
-8%
减持
IEV
ISHARES TR
-$81.9K
60,155
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$79.1K
10,900
-1%
增持
SUSL
ISHARES TR
+$77.8K
20,828
+0%
减持
MSTR
MICROSTRATEGY INC
-$77.3K
200
-3%
减持
UNP
UNION PAC CORP
-$71.3K
2,585
-3%
增持
ITW
ILLINOIS TOOL WKS INC
-$70.3K
2,293
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$69.3K
4,472
-0%
减持
IJH
ISHARES TR
-$68.4K
6,885
-11%
减持
XLU
SELECT SECTOR SPDR TR
-$68.1K
7,759
-15%
减持
DOV
DOVER CORP
-$66.7K
1,824
-18%
