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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 38
减持 62
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$6.1M
134,587
-47%
减持
VGT
VANGUARD WORLD FD
-$5.1M
39,147
-8%
减持
AVGO
BROADCOM INC
-$4.3M
32,477
-23%
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
GBIL
GOLDMAN SACHS ETF TR
+$3.9M
172,830
+30%
增持
IVE
ISHARES TR
+$3.4M
47,328
+59%
减持
COP
CONOCOPHILLIPS
-$3.3M
3,491
-91%
减持
NVDA
NVIDIA CORPORATION
-$3.3M
93,290
-7%
建仓
WEC
WEC ENERGY GROUP INC
+$3.0M
27,636
减持
MRK
MERCK & CO INC
-$3.0M
30,221
-47%
减持
AAPL
APPLE INC
-$2.7M
75,543
-3%
减持
CMCSA
COMCAST CORP NEW
-$2.6M
13,210
-84%
增持
QUAL
ISHARES TR
+$2.5M
128,199
+18%
增持
TLH
ISHARES TR
+$2.5M
33,377
+251%
增持
ABT
ABBOTT LABS
+$2.5M
33,189
+97%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.5M
32,420
减持
HD
HOME DEPOT INC
-$2.4M
4,166
-59%
建仓
NDAQ
NASDAQ INC
+$2.4M
31,618
建仓
APH
AMPHENOL CORP NEW
+$2.4M
35,922
减持
EFG
ISHARES TR
-$2.3M
110,801
-20%
减持
MSFT
MICROSOFT CORP
-$2.3M
41,982
-2%
增持
IEMG
ISHARES INC
+$2.2M
80,408
+96%
增持
IUSB
ISHARES TR
+$2.1M
137,806
+47%
增持
KBDC
KAYNE ANDERSON BDC INC
+$2.1M
228,518
+142%
减持
ADI
ANALOG DEVICES INC
-$2.1M
14,959
-38%
增持
EFV
ISHARES TR
+$1.9M
263,777
+2%
建仓
HEFA
ISHARES TR
+$1.8M
49,268
增持
IAU
ISHARES GOLD TR
+$1.7M
38,159
+242%
减持
IJT
ISHARES TR
-$1.6M
66,114
-9%
增持
DYNF
BLACKROCK ETF TRUST
+$1.4M
206,264
+22%
减持
XLY
SELECT SECTOR SPDR TR
-$1.4M
30,601
-7%
清仓
TRNS
TRANSCAT INC
-$1.3M
0
-100%
增持
OEF
ISHARES TR
+$1.3M
54,555
+17%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
增持
COIN
COINBASE GLOBAL INC
-$1.1M
19,129
+8%
减持
TLT
ISHARES TR
-$1.0M
6,988
-63%
减持
PTON
PELOTON INTERACTIVE INC
-$957.6K
400,000
-0%
增持
IVW
ISHARES TR
+$898.1K
151,255
+17%
减持
XLI
SELECT SECTOR SPDR TR
-$885.6K
23,012
-22%
减持
IFRA
ISHARES TR
-$854.4K
18,114
-50%
增持
ABBV
ABBVIE INC
+$826.8K
25,156
+1%
减持
IJR
ISHARES TR
-$821.3K
28,992
-13%
减持
EMXC
ISHARES INC
-$814.2K
89,667
-14%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$755.8K
31,244
+0%
建仓
—
TIDAL TR II
+$694.3K
34,151
增持
AMZN
AMAZON COM INC
-$673.3K
32,452
+4%
建仓
URA
GLOBAL X FDS
+$669.3K
29,200
增持
IVV
ISHARES TR
-$662.3K
105,146
+4%
建仓
OIH
VANECK ETF TRUST
+$655.3K
2,500
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$631.3K
28,000
增持
IYW
ISHARES TR
-$621.2K
63,149
+6%
增持
GLD
SPDR GOLD TR
+$617.7K
7,600
+17%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$615.6K
66,567
-5%
减持
V
VISA INC
+$607.4K
17,905
-0%
减持
RTX
RTX CORPORATION
+$593.5K
36,521
-0%
减持
SUSL
ISHARES TR
-$590.2K
15,418
-23%
减持
ESGU
ISHARES TR
-$573.3K
76,084
-0%
减持
PINS
PINTEREST INC
-$569.1K
32,759
-40%
减持
WM
WASTE MGMT INC DEL
+$519.8K
18,644
-1%
减持
QQQ
INVESCO QQQ TR
-$519.3K
7,225
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$493.8K
11,182
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$493.3K
4,826
+5%
增持
TFI
SPDR SER TR
+$492.0K
28,238
+65%
增持
MTUM
ISHARES TR
+$486.1K
13,769
+24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$480.2K
12,223
-44%
减持
—
ACCENTURE PLC IRELAND
-$478.1K
10,161
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$476.2K
17,074
-11%
增持
EMR
EMERSON ELEC CO
-$462.2K
35,455
+1%
减持
J
JACOBS SOLUTIONS INC
-$458.6K
34,689
-0%
减持
GOOGL
ALPHABET INC
-$455.3K
12,664
-1%
减持
ET
ENERGY TRANSFER L P
-$443.0K
315,189
-2%
减持
LOW
LOWES COS INC
-$434.6K
26,827
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$430.3K
207,169
+5%
增持
LLY
ELI LILLY & CO
+$419.8K
7,729
+0%
减持
VIOG
VANGUARD ADMIRAL FDS INC
-$412.4K
11,833
-18%
减持
RSG
REPUBLIC SVCS INC
+$411.9K
10,429
-1%
减持
NOW
SERVICENOW INC
-$395.4K
1,076
-9%
增持
BINC
BLACKROCK ETF TRUST II
+$391.3K
23,685
+45%
减持
GOOG
ALPHABET INC
-$351.0K
8,935
-3%
减持
IWM
ISHARES TR
-$350.1K
14,864
-1%
清仓
SOXX
ISHARES TR
-$349.1K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$336.1K
56,090
-9%
建仓
HIMU
BLACKROCK ETF TRUST II
+$335.8K
6,780
减持
NTRA
NATERA INC
-$326.5K
16,939
-1%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$320.9K
363,870
-1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$319.6K
18,859
-0%
清仓
XLB
SELECT SECTOR SPDR TR
-$317.6K
0
-100%
清仓
KIE
SPDR SER TR
-$314.8K
0
-100%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$308.4K
0
-100%
减持
QXO
QXO INC
-$304.2K
19,688
-45%
增持
MBB
ISHARES TR
+$292.1K
16,762
+20%
建仓
QLTA
ISHARES TR
+$291.1K
6,125
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$291.0K
4,899
建仓
TMUS
T-MOBILE US INC
+$291.0K
1,091
减持
KLAC
KLA CORP
+$287.6K
8,287
-2%
清仓
AAON
AAON INC
-$277.4K
0
-100%
减持
IVLU
ISHARES TR
+$266.2K
162,631
-5%
增持
PM
PHILIP MORRIS INTL INC
+$263.6K
5,868
+6%
清仓
FIX
COMFORT SYS USA INC
-$256.1K
0
-100%
减持
FSLR
FIRST SOLAR INC
-$252.4K
5,000
-0%
增持
DE
DEERE & CO
+$249.3K
4,361
+3%
清仓
CRM
SALESFORCE INC
-$247.3K
0
-100%
建仓
EMB
ISHARES TR
+$247.2K
2,729
清仓
XLRE
SELECT SECTOR SPDR TR
-$244.6K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$242.6K
8,274
+3%
减持
VOO
VANGUARD INDEX FDS
-$241.8K
7,159
-2%
清仓
APLY
TIDAL TR II
-$241.2K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$239.6K
25,127
-1%
清仓
ADBE
ADOBE INC
-$237.0K
0
-100%
建仓
PEP
PEPSICO INC
+$236.0K
1,574
清仓
STRL
STERLING INFRASTRUCTURE INC
-$235.8K
0
-100%
减持
IBB
ISHARES TR
-$235.7K
3,638
-31%
清仓
JPO
TIDAL TR II
-$233.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$231.8K
0
-100%
清仓
NVDY
TIDAL TR II
-$231.5K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$230.9K
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$225.5K
9,300
建仓
ENSG
ENSIGN GROUP INC
+$223.8K
1,729
建仓
LNTH
LANTHEUS HLDGS INC
+$221.4K
2,268
清仓
DLR
DIGITAL RLTY TR INC
-$220.6K
0
-100%
建仓
GOVT
ISHARES TR
+$218.4K
9,503
清仓
MSFO
TIDAL TR II
-$216.7K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$214.8K
0
-100%
清仓
EME
EMCOR GROUP INC
-$214.2K
0
-100%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$212.9K
0
-100%
清仓
VITL
VITAL FARMS INC
-$212.0K
0
-100%
建仓
MMSI
MERIT MED SYS INC
+$208.0K
1,968
清仓
XOMO
TIDAL TR II
-$207.5K
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$207.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$204.2K
13,513
+8%
减持
STEP
STEPSTONE GROUP INC
-$203.9K
32,981
-1%
建仓
EWC
ISHARES INC
+$203.8K
5,000
增持
JNJ
JOHNSON & JOHNSON
+$197.1K
5,910
+9%
减持
VFH
VANGUARD WORLD FD
-$196.0K
11,465
-14%
减持
HON
HONEYWELL INTL INC
-$195.2K
11,987
-1%
增持
VMC
VULCAN MATLS CO
-$193.8K
8,562
+1%
建仓
FRSH
FRESHWORKS INC
+$185.1K
13,118
增持
TSLA
TESLA INC
-$182.5K
3,874
+32%
减持
ISRG
INTUITIVE SURGICAL INC
-$180.4K
6,192
-0%
减持
USO
UNITED STS OIL FD LP
-$180.0K
5,000
-33%
减持
MA
MASTERCARD INCORPORATED
+$179.4K
11,039
-1%
增持
OWL
BLUE OWL CAPITAL INC
-$177.4K
61,247
+1%
建仓
—
JAMF HLDG CORP
+$171.5K
14,115
清仓
—
TIDAL TR II
-$170.4K
0
-100%
减持
IXC
ISHARES TR
-$159.9K
6,715
-42%
减持
FANG
DIAMONDBACK ENERGY INC
-$156.1K
6,337
-11%
减持
PHM
PULTE GROUP INC
-$156.1K
4,620
-20%
增持
—
EXXON MOBIL CORP
+$153.9K
6,307
+14%
清仓
GOOY
TIDAL TR II
-$153.1K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$152.2K
11,258
+29%
减持
VIS
VANGUARD WORLD FD
-$148.0K
19,214
-0%
