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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 52
增持 47
减持 47
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
GSUS
GOLDMAN SACHS ETF TR
+$9.2M
108,039
减持
IVV
ISHARES TR
-$7.7M
82,796
-21%
减持
IJT
ISHARES TR
-$6.9M
9,911
-85%
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
MSFT
MICROSOFT CORP
+$5.7M
43,151
+3%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
98,123
+5%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$5.0M
119,755
减持
VGT
VANGUARD WORLD FD
+$4.6M
38,995
-0%
减持
IUSB
ISHARES TR
-$4.6M
37,322
-73%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$4.1M
103,897
建仓
THRO
BLACKROCK ETF TRUST
+$4.1M
115,583
增持
EFV
ISHARES TR
+$3.9M
305,810
+16%
增持
IEMG
ISHARES INC
+$3.6M
132,687
+65%
增持
APH
AMPHENOL CORP NEW
+$3.6M
60,255
+68%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.6M
3,097
-64%
增持
AVGO
BROADCOM INC
+$3.5M
32,509
+0%
增持
COIN
COINBASE GLOBAL INC
+$3.4M
19,130
+0%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$2.9M
24,170
减持
EMXC
ISHARES INC
-$2.8M
33,703
-62%
减持
USFR
WISDOMTREE TR
-$2.7M
81,172
-40%
减持
—
ACCENTURE PLC IRELAND
-$2.6M
1,912
-81%
增持
KBDC
KAYNE ANDERSON BDC INC
+$2.6M
402,400
+76%
建仓
—
EATON CORP PLC
+$2.6M
7,181
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.5M
197,865
+14%
增持
OEF
ISHARES TR
+$2.5M
56,671
+4%
减持
AAPL
APPLE INC
-$1.8M
72,915
-3%
减持
KLAC
KLA CORP
+$1.7M
8,152
-2%
建仓
BAI
BLACKROCK ETF TRUST
+$1.6M
56,010
增持
TXN
TEXAS INSTRS INC
+$1.6M
29,374
+17%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$1.5M
32,982
减持
TLH
ISHARES TR
-$1.5M
19,170
-43%
减持
—
TE CONNECTIVITY PLC
-$1.4M
21,148
-40%
减持
LLY
ELI LILLY & CO
-$1.4M
6,356
-18%
增持
WEC
WEC ENERGY GROUP INC
+$1.4M
42,507
+54%
增持
NDAQ
NASDAQ INC
+$1.4M
42,478
+34%
减持
HEFA
ISHARES TR
-$1.3M
12,362
-75%
增持
TFI
SPDR SERIES TRUST
+$1.2M
55,415
+96%
增持
NFLX
NETFLIX INC
+$1.2M
2,662
+4%
增持
META
META PLATFORMS INC
+$1.2M
6,364
+4%
建仓
GEM
GOLDMAN SACHS ETF TR
+$1.1M
30,865
减持
PTON
PELOTON INTERACTIVE INC
-$1.1M
200,000
-50%
增持
AMZN
AMAZON COM INC
+$1.0M
32,924
+1%
增持
ESGU
ISHARES TR
+$1.0M
76,284
+0%
减持
IYW
ISHARES TR
+$1.0M
57,143
-10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.0M
67,341
+1%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$888.2K
9,593
减持
XLV
SELECT SECTOR SPDR TR
-$881.0K
54,223
-3%
减持
CME
CME GROUP INC
-$861.0K
1,934
-63%
增持
SHV
ISHARES TR
+$860.4K
18,010
+76%
减持
MBB
ISHARES TR
-$790.5K
8,323
-50%
减持
EMR
EMERSON ELEC CO
+$780.2K
35,007
-1%
减持
BINC
BLACKROCK ETF TRUST II
-$749.8K
9,289
-61%
增持
TSLA
TESLA INC
+$745.4K
5,507
+42%
增持
VOO
VANGUARD INDEX FDS
+$712.2K
7,707
+8%
减持
ABBV
ABBVIE INC
-$703.0K
24,608
-2%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$698.0K
13,224
增持
MUB
ISHARES TR
+$671.1K
68,218
+11%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$665.4K
9,698
建仓
GTIP
GOLDMAN SACHS ETF TR
+$644.0K
13,006
增持
—
TIDAL TR II
+$643.3K
60,335
+77%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$633.4K
2,745
建仓
FIX
COMFORT SYS USA INC
+$621.5K
1,159
增持
IWF
ISHARES TR
+$608.7K
3,234
+53%
增持
SPY
SPDR S&P 500 ETF TR
+$588.7K
6,567
+6%
增持
HIMU
BLACKROCK ETF TRUST II
+$587.8K
18,992
+180%
建仓
EME
EMCOR GROUP INC
+$578.2K
1,081
建仓
GGUS
GOLDMAN SACHS ETF TR
+$573.8K
9,899
建仓
INOD
INNODATA INC
+$562.6K
10,984
建仓
SPTL
SPDR SERIES TRUST
+$559.1K
21,036
建仓
GSWO
GOLDMAN SACHS ETF TR
+$554.1K
10,117
增持
GOOGL
ALPHABET INC
+$548.6K
14,225
+12%
建仓
VTIP
VANGUARD MALVERN FDS
+$541.0K
10,761
减持
VUG
VANGUARD INDEX FDS
+$536.6K
8,213
-1%
减持
ADI
ANALOG DEVICES INC
+$535.9K
14,926
-0%
增持
ORCL
ORACLE CORP
+$527.9K
6,322
+3%
减持
DYNF
BLACKROCK ETF TRUST
-$525.2K
175,031
-15%
建仓
HIMS
HIMS & HERS HEALTH INC
+$521.8K
10,467
减持
ZTS
ZOETIS INC
-$509.3K
18,041
-11%
建仓
RMBS
RAMBUS INC DEL
+$502.7K
7,852
增持
OIH
VANECK ETF TRUST
+$496.1K
5,000
+100%
建仓
VRRM
VERRA MOBILITY CORP
+$486.9K
19,177
增持
IVE
ISHARES TR
+$476.7K
48,595
+3%
建仓
HQY
HEALTHEQUITY INC
+$472.2K
4,507
减持
MSTR
MICROSTRATEGY INC
+$462.5K
4,983
-7%
建仓
BDC
BELDEN INC
+$450.2K
3,886
建仓
NMIH
NMI HLDGS INC
+$449.7K
10,660
建仓
UFPT
UFP TECHNOLOGIES INC
+$446.6K
1,829
减持
RTX
RTX CORPORATION
+$435.9K
36,115
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$430.8K
17,068
-0%
增持
IVLU
ISHARES TR
+$428.5K
162,903
+0%
建仓
ADUS
ADDUS HOMECARE CORP
+$424.9K
3,689
建仓
BL
BLACKLINE INC
+$415.6K
7,341
增持
GOOG
ALPHABET INC
+$410.6K
10,184
+14%
建仓
GRBK
GREEN BRICK PARTNERS INC
+$410.0K
6,520
减持
XLY
SELECT SECTOR SPDR TR
+$408.5K
29,683
-3%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$407.7K
18,589
建仓
AX
AXOS FINANCIAL INC
+$405.7K
5,335
建仓
ELF
E L F BEAUTY INC
+$394.8K
3,173
建仓
ADMA
ADMA BIOLOGICS INC
+$386.4K
21,219
减持
QUAL
ISHARES TR
-$386.0K
117,722
-8%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$383.2K
12,713
减持
VTEB
VANGUARD MUN BD FDS
-$383.2K
201,847
-3%
清仓
DOW
DOW INC
-$377.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$374.6K
4,834
+16%
减持
EOG
EOG RES INC
-$373.2K
16,091
-10%
增持
WMT
WALMART INC
+$368.2K
25,727
+5%
建仓
MEDP
MEDPACE HLDGS INC
+$368.2K
1,173
减持
NTRA
NATERA INC
+$361.9K
16,321
-4%
减持
IVW
ISHARES TR
+$356.7K
130,769
-14%
减持
SYK
STRYKER CORPORATION
+$356.3K
16,326
-0%
建仓
—
TOPBUILD CORP
+$353.5K
1,092
建仓
QLYS
QUALYS INC
+$351.5K
2,460
建仓
AAON
AAON INC
+$351.1K
4,760
增持
IWB
ISHARES TR
+$348.0K
4,919
+14%
建仓
PI
IMPINJ INC
+$346.0K
3,115
增持
ENSG
ENSIGN GROUP INC
+$344.4K
3,682
+113%
增持
TXRH
TEXAS ROADHOUSE INC
+$344.0K
3,098
+117%
减持
QQQ
INVESCO QQQ TR
+$341.0K
6,762
-6%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$336.6K
27,470
-15%
建仓
MBIN
MERCHANTS BANCORP IND
+$331.7K
10,000
减持
MRK
MERCK & CO INC
-$330.6K
30,043
-1%
增持
QTWO
Q2 HLDGS INC
+$330.2K
5,801
+118%
减持
SBUX
STARBUCKS CORP
-$330.1K
6,535
-31%
建仓
INDA
ISHARES TR
+$325.2K
5,840
减持
LOW
LOWES COS INC
-$321.4K
26,752
-0%
建仓
IAGG
ISHARES TR
+$301.4K
5,899
减持
URA
GLOBAL X FDS
+$301.0K
25,000
-14%
增持
ISRG
INTUITIVE SURGICAL INC
+$300.8K
6,197
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$300.2K
2,202
清仓
ITOT
ISHARES TR
-$298.7K
0
-100%
减持
IAU
ISHARES GOLD TR
-$298.6K
31,290
-18%
增持
PLMR
PALOMAR HLDGS INC
+$295.8K
4,183
+64%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$294.5K
18,271
-3%
增持
PM
PHILIP MORRIS INTL INC
+$294.0K
6,722
+15%
增持
SFM
SPROUTS FMRS MKT INC
+$290.7K
3,381
+94%
增持
HON
HONEYWELL INTL INC
+$289.3K
12,141
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$288.6K
1,270
建仓
GTLS
CHART INDS INC
+$287.1K
1,744
增持
HURN
HURON CONSULTING GROUP INC
+$283.1K
4,049
+112%
清仓
IXC
ISHARES TR
-$282.5K
0
-100%
建仓
VITL
VITAL FARMS INC
+$279.5K
7,255
减持
VIS
VANGUARD WORLD FD
+$274.8K
17,964
-7%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$270.9K
12,150
+120%
建仓
ADBE
ADOBE INC
+$259.6K
671
增持
KNSL
KINSALE CAP GROUP INC
+$259.5K
1,003
+116%
清仓
ICVT
ISHARES TR
-$258.8K
0
-100%
减持
EFG
ISHARES TR
-$255.4K
96,649
-13%
建仓
UBER
UBER TECHNOLOGIES INC
+$253.8K
2,720
减持
VHT
VANGUARD WORLD FD
-$252.6K
9,790
-3%
建仓
STIP
ISHARES TR
+$252.5K
2,454
建仓
TENB
TENABLE HLDGS INC
+$248.8K
7,366
