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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 43
增持 43
减持 47
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$7.7M
255,798
+149%
减持
IJT
ISHARES TR
-$4.8M
72,559
-31%
减持
IJR
ISHARES TR
-$4.6M
33,440
-54%
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。
清仓
—
SCHWAB CHARLES FAMILY FD
-$3.7M
0
-100%
建仓
PTON
PELOTON INTERACTIVE INC
+$3.5M
400,640
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.6M
5,640
-85%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.5M
7,180
-85%
减持
AVGO
BROADCOM INC
+$2.4M
42,160
-1%
建仓
MTUM
ISHARES TR
+$2.3M
11,101
建仓
VMC
VULCAN MATLS CO
+$2.2M
8,519
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.1M
133,457
+18%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$1.6M
94,388
减持
EFV
ISHARES TR
-$1.6M
259,473
-2%
减持
GPC
GENUINE PARTS CO
-$1.6M
2,520
-81%
清仓
HSY
HERSHEY CO
-$1.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
99,855
+1%
增持
J
JACOBS SOLUTIONS INC
+$1.4M
34,816
+39%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
61,974
-4%
减持
AAPL
APPLE INC
+$1.3M
77,807
-0%
增持
AMZN
AMAZON COM INC
+$1.3M
31,212
+6%
减持
LLY
ELI LILLY & CO
-$1.3M
7,725
-5%
减持
VGT
VANGUARD WORLD FD
+$1.2M
42,401
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.2M
70,342
-0%
增持
ET
ENERGY TRANSFER L P
+$1.1M
321,711
+0%
增持
KLAC
KLA CORP
-$1.1M
8,484
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$985.1K
19,089
+21%
减持
IVV
ISHARES TR
-$974.8K
101,488
-4%
增持
MSTR
MICROSTRATEGY INC
+$953.1K
4,918
+76%
减持
SHV
ISHARES TR
-$950.3K
10,970
-44%
减持
UNH
UNITEDHEALTH GROUP INC
-$817.4K
9,042
-2%
增持
MRK
MERCK & CO INC
-$794.7K
56,950
+0%
减持
FCX
FREEPORT-MCMORAN INC
-$784.1K
48,308
-8%
减持
ZTS
ZOETIS INC
-$756.4K
20,961
-2%
减持
V
VISA INC
+$733.8K
17,933
-0%
减持
LOW
LOWES COS INC
-$727.9K
27,113
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$720.3K
32,987
-1%
清仓
MOS
MOSAIC CO NEW
-$670.5K
0
-100%
增持
EFG
ISHARES TR
-$654.2K
138,248
+6%
增持
OEF
ISHARES TR
+$599.9K
46,806
+0%
减持
VHT
VANGUARD WORLD FD
-$580.2K
10,766
-8%
建仓
QXO
QXO INC
+$570.8K
35,900
减持
SUB
ISHARES TR
-$546.9K
8,590
-37%
减持
IUSB
ISHARES TR
-$531.4K
93,638
-7%
减持
TXN
TEXAS INSTRS INC
-$522.8K
25,358
-1%
减持
ABBV
ABBVIE INC
-$522.6K
25,008
-1%
减持
NTRA
NATERA INC
+$521.4K
17,194
-1%
增持
NFLX
NETFLIX INC
+$513.1K
2,647
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$501.5K
5,742
+15%
清仓
NVO
NOVO-NORDISK A S
-$495.0K
0
-100%
减持
EMR
EMERSON ELEC CO
+$490.0K
35,096
-1%
增持
IYW
ISHARES TR
+$478.2K
59,490
+0%
增持
BCAT
BLACKROCK CAP ALLOCATION TER
-$473.2K
367,036
+0%
增持
WM
WASTE MGMT INC DEL
+$463.3K
18,814
+17%
减持
—
TE CONNECTIVITY PLC
-$458.1K
35,449
-3%
减持
EMGF
ISHARES INC
-$431.8K
59,372
-5%
增持
TSLA
TESLA INC
+$430.6K
2,938
+2%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$424.0K
7,385
增持
GOOGL
ALPHABET INC
+$416.3K
12,750
+6%
增持
IVLU
ISHARES TR
-$413.4K
172,009
+0%
增持
DYNF
BLACKROCK ETF TRUST
+$409.4K
169,024
+1%
减持
PINS
PINTEREST INC
-$404.9K
54,642
-11%
增持
EMXC
ISHARES INC
-$403.1K
103,769
+3%
减持
GLD
SPDR GOLD TR
-$400.3K
6,493
-20%
清仓
PFE
PFIZER INC
-$397.9K
0
-100%
增持
ADI
ANALOG DEVICES INC
-$394.4K
24,010
+1%
增持
SOUN
SOUNDHOUND AI INC
+$389.9K
22,000
+120%
减持
MSFT
MICROSOFT CORP
-$384.9K
42,829
-0%
增持
VUG
VANGUARD INDEX FDS
+$376.1K
8,067
+6%
减持
CMCSA
COMCAST CORP NEW
-$375.3K
83,518
-1%
减持
FSLR
FIRST SOLAR INC
-$367.9K
5,019
-0%
建仓
SPYV
SPDR SER TR
+$363.9K
7,116
减持
IWM
ISHARES TR
-$357.9K
15,004
-10%
清仓
ARDX
ARDELYX INC
-$344.5K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$343.2K
11,150
-0%
建仓
SPYG
SPDR SER TR
+$334.8K
3,809
清仓
AMTM
AMENTUM HOLDINGS INC
-$332.1K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$326.2K
1,357
减持
TLH
ISHARES TR
-$311.5K
9,496
-17%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$308.4K
4,589
增持
WMT
WALMART INC
+$300.5K
24,878
+3%
增持
DHI
D R HORTON INC
-$296.8K
6,083
+1%
增持
GOOG
ALPHABET INC
+$295.4K
9,173
+6%
建仓
SPSM
SPDR SER TR
+$277.1K
6,168
增持
IEV
ISHARES TR
-$273.9K
62,622
+3%
减持
HLNE
HAMILTON LANE INC
-$273.9K
12,760
-1%
减持
IVW
ISHARES TR
+$269.6K
129,448
-4%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$258.4K
0
-100%
清仓
BP
BP PLC
-$256.7K
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$256.1K
604
建仓
LRN
STRIDE INC
+$256.0K
2,463
建仓
QTWO
Q2 HLDGS INC
+$255.6K
2,539
建仓
SPDW
SPDR INDEX SHS FDS
+$253.3K
7,422
建仓
PLMR
PALOMAR HLDGS INC
+$252.8K
2,394
增持
HON
HONEYWELL INTL INC
+$249.3K
12,101
+1%
清仓
IWC
ISHARES TR
-$249.1K
0
-100%
建仓
CRM
SALESFORCE INC
+$247.3K
739
建仓
AGG
ISHARES TR
+$247.1K
2,550
增持
SBUX
STARBUCKS CORP
+$246.5K
9,743
+48%
增持
MUB
ISHARES TR
+$244.6K
60,244
+6%
建仓
DUOL
DUOLINGO INC
+$243.2K
750
建仓
IGRO
ISHARES TR
+$242.5K
3,568
清仓
IEFA
ISHARES TR
-$242.4K
0
-100%
建仓
SHYD
VANECK ETF TRUST
+$241.8K
10,755
增持
ISRG
INTUITIVE SURGICAL INC
+$240.5K
6,221
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$240.5K
31,097
+2%
建仓
ICVT
ISHARES TR
+$240.2K
2,827
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$237.7K
2,565
增持
OWL
BLUE OWL CAPITAL INC
+$236.5K
60,397
+0%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$235.8K
1,400
清仓
TTEK
TETRA TECH INC NEW
-$235.8K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$234.6K
1,846
建仓
COF
CAPITAL ONE FINL CORP
+$230.9K
1,295
建仓
BLK
BLACKROCK INC
+$230.7K
225
建仓
GILD
GILEAD SCIENCES INC
+$229.8K
2,488
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$229.3K
5,167
建仓
TXRH
TEXAS ROADHOUSE INC
+$229.0K
1,269
清仓
HEZU
ISHARES TR
-$226.1K
0
-100%
建仓
HURN
HURON CONSULTING GROUP INC
+$221.3K
1,781
建仓
DLR
DIGITAL RLTY TR INC
+$220.6K
1,236
建仓
T
AT&T INC
+$218.3K
9,589
减持
RTX
RTX CORPORATION
-$217.6K
36,675
-0%
减持
IBB
ISHARES TR
-$216.6K
5,302
-16%
增持
VOO
VANGUARD INDEX FDS
+$216.4K
7,277
+4%
建仓
EME
EMCOR GROUP INC
+$214.2K
472
清仓
—
BLACKROCK INC
-$213.6K
0
-100%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$212.9K
9,574
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$212.6K
0
-100%
建仓
VITL
VITAL FARMS INC
+$212.0K
5,624
建仓
MS
MORGAN STANLEY
+$208.4K
1,658
建仓
HIMS
HIMS & HERS HEALTH INC
+$207.4K
8,579
清仓
IGEB
ISHARES TR
-$206.6K
0
-100%
建仓
EEM
ISHARES TR
+$206.4K
4,936
建仓
RELY
REMITLY GLOBAL INC
+$205.0K
9,082
清仓
AOA
ISHARES TR
-$203.4K
0
-100%
建仓
KNSL
KINSALE CAP GROUP INC
+$202.8K
436
减持
COIN
COINBASE GLOBAL INC
+$199.8K
17,638
-25%
减持
TRNS
TRANSCAT INC
-$196.4K
12,432
-1%
减持
ESGU
ISHARES TR
+$177.6K
76,453
-0%
增持
PHM
PULTE GROUP INC
-$177.2K
5,792
+3%
增持
COP
CONOCOPHILLIPS
-$176.3K
37,438
+1%
减持
QQQ
INVESCO QQQ TR
+$163.3K
7,653
-0%
减持
JNJ
JOHNSON & JOHNSON
-$162.8K
5,414
-7%
建仓
—
SEMRUSH HLDGS INC
+$160.9K
13,540
增持
JPM
JPMORGAN CHASE & CO.
+$158.8K
3,844
+6%
增持
NEE
NEXTERA ENERGY INC
-$156.4K
12,835
+1%
减持
CPNG
COUPANG INC
-$148.6K
54,652
-1%
增持
DOW
DOW INC
-$144.3K
10,300
+1%
建仓
KSS
KOHLS CORP
+$140.4K
10,000
增持
HD
HOME DEPOT INC
-$139.7K
10,193
+1%
增持
IEMG
ISHARES INC
-$138.1K
41,055
+3%