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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 37
增持 50
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
GSUS
GOLDMAN SACHS ETF TR
+$17.9M
293,930
+172%
增持
GSIE
GOLDMAN SACHS ETF TR
+$6.6M
261,097
+151%
增持
GSLC
GOLDMAN SACHS ETF TR
+$5.3M
63,086
+161%
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
AAPL
APPLE INC
+$4.3M
75,631
+4%
增持
GOOG
ALPHABET INC
+$4.3M
25,034
+146%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.5M
162,638
-18%
增持
OEF
ISHARES TR
+$3.4M
61,981
+9%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
100,395
+2%
增持
—
EATON CORP PLC
+$3.1M
15,236
+112%
增持
USFR
WISDOMTREE TR
+$3.0M
140,637
+73%
减持
EFG
ISHARES TR
-$2.9M
69,357
-28%
减持
EFV
ISHARES TR
-$2.8M
245,236
-20%
增持
GEM
GOLDMAN SACHS ETF TR
+$2.7M
94,071
+205%
清仓
GOOGL
ALPHABET INC
-$2.5M
0
-100%
增持
GGUS
GOLDMAN SACHS ETF TR
+$2.5M
48,051
+385%
建仓
ITA
ISHARES TR
+$2.5M
11,755
减持
QUAL
ISHARES TR
-$2.0M
100,199
-15%
增持
GCOR
GOLDMAN SACHS ETF TR
+$1.9M
163,820
+37%
增持
TLH
ISHARES TR
+$1.7M
35,216
+84%
增持
BAI
BLACKROCK ETF TRUST
+$1.7M
96,068
+72%
减持
IVV
ISHARES TR
+$1.6M
79,246
-4%
减持
KBDC
KAYNE ANDERSON BDC INC
-$1.6M
342,785
-15%
减持
IYW
ISHARES TR
-$1.4M
43,422
-24%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$1.3M
0
-100%
增持
GSSC
GOLDMAN SACHS ETF TR
+$1.3M
26,418
+172%
减持
CAVA
CAVA GROUP INC
-$1.3M
10,100
-55%
增持
—
TIDAL TRUST II
+$1.3M
186,390
+209%
增持
BRRR
COINSHARES BITCOIN ETF
+$1.2M
64,150
+112%
减持
ABBV
ABBVIE INC
+$1.1M
24,551
-0%
减持
APH
AMPHENOL CORP NEW
+$1.1M
57,010
-5%
建仓
XLE
SELECT SECTOR SPDR TR
+$1.1M
11,768
增持
IAU
ISHARES GOLD TR
+$1.0M
40,881
+31%
增持
TFI
SPDR SERIES TRUST
+$1.0M
76,709
+38%
减持
—
TE CONNECTIVITY PLC
+$931.1K
20,490
-3%
增持
TSLA
TESLA INC
+$874.9K
5,901
+7%
减持
IVE
ISHARES TR
-$859.6K
41,823
-14%
减持
AVGO
BROADCOM INC
+$855.4K
29,755
-8%
建仓
IGEB
ISHARES TR
+$828.4K
17,990
减持
KLAC
KLA CORP
+$823.0K
7,533
-8%
减持
MSFT
MICROSOFT CORP
+$808.7K
43,001
-0%
增持
GSWO
GOLDMAN SACHS ETF TR
+$796.8K
23,713
+134%
减持
IVW
ISHARES TR
-$762.9K
112,945
-14%
减持
ESGU
ISHARES TR
+$743.9K
75,997
-0%
减持
RTX
RTX CORPORATION
+$736.5K
35,917
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$728.4K
5,901
-5%
增持
J
JACOBS SOLUTIONS INC
+$709.9K
33,439
+2%
减持
DYNF
BLACKROCK ETF TRUST
+$700.5K
172,849
-1%
增持
TXN
TEXAS INSTRS INC
-$698.3K
29,393
+0%
建仓
TFLO
ISHARES TR
+$689.8K
13,635
建仓
—
METSERA INC
+$641.7K
12,262
建仓
CVSA
ADTALEM GLOBAL ED INC
+$599.4K
3,881
建仓
CRWV
COREWEAVE INC
+$595.3K
4,350
清仓
—
ACCENTURE PLC IRELAND
-$571.5K
0
-100%
增持
DVY
ISHARES TR
+$549.5K
36,491
+5%
清仓
CVX
CHEVRON CORP NEW
-$545.0K
0
-100%
增持
MBB
ISHARES TR
+$538.9K
13,876
+67%
减持
XLY
SELECT SECTOR SPDR TR
+$525.6K
29,113
-2%
建仓
WAY
WAYSTAR HLDG CORP
+$514.5K
13,568
减持
NFLX
NETFLIX INC
-$511.1K
2,547
-4%
减持
OIH
VANECK ETF TRUST
-$501.7K
2,500
-50%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$499.7K
30,106
-1%
减持
SYK
STRYKER CORPORATION
-$495.3K
16,133
-1%
清仓
COP
CONOCOPHILLIPS
-$485.2K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$472.5K
0
-100%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$470.4K
17,042
增持
ORCL
ORACLE CORP
+$468.1K
6,579
+4%
清仓
DGRO
ISHARES TR
-$467.5K
0
-100%
减持
MUB
ISHARES TR
-$465.7K
62,557
-8%
建仓
CTRE
CARETRUST REIT INC
+$461.0K
13,167
建仓
MGRC
MCGRATH RENTCORP
+$434.5K
3,704
增持
SHV
ISHARES TR
+$423.4K
21,831
+21%
建仓
—
IREN LIMITED
+$401.3K
8,550
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$401.2K
917
建仓
GUMI
GOLDMAN SACHS ETF TR
+$400.6K
7,950
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$397.7K
3,000
清仓
LNTH
LANTHEUS HLDGS INC
-$397.3K
0
-100%
增持
VMC
VULCAN MATLS CO
+$395.1K
7,467
+2%
增持
GLD
SPDR GOLD TR
+$392.8K
7,673
+0%
减持
THRO
BLACKROCK ETF TRUST
-$374.8K
98,723
-15%
减持
IWM
ISHARES TR
+$374.8K
14,805
-0%
减持
LOW
LOWES COS INC
+$370.9K
25,094
-6%
建仓
LQDH
ISHARES U S ETF TR
+$363.3K
3,884
建仓
GRNY
TIDAL TRUST I
+$361.2K
14,455
增持
VOO
VANGUARD INDEX FDS
+$360.0K
7,737
+0%
建仓
IEF
ISHARES TR
+$354.0K
3,670
减持
AJG
GALLAGHER ARTHUR J & CO
-$353.1K
16,500
-3%
减持
IEMG
ISHARES INC
+$352.2K
126,174
-5%
建仓
SHYM
BLACKROCK ETF TRUST II
+$350.1K
15,670
建仓
PCTY
PAYLOCITY HLDG CORP
+$341.8K
2,146
增持
VUG
VANGUARD INDEX FDS
+$338.7K
8,214
+0%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$337.6K
26,390
+25%
减持
WEC
WEC ENERGY GROUP INC
+$337.3K
41,596
-2%
减持
HON
HONEYWELL INTL INC
-$334.8K
11,842
-2%
增持
AMZN
AMAZON COM INC
+$328.0K
34,391
+4%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$320.1K
27,187
-1%
增持
VITL
VITAL FARMS INC
+$319.0K
14,544
+100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$318.1K
2,835
减持
SPY
SPDR S&P 500 ETF TR
+$317.4K
6,566
-0%
增持
GIGB
GOLDMAN SACHS ETF TR
+$316.3K
39,284
+19%
增持
DHS
WISDOMTREE TR
+$315.4K
14,602
+21%
建仓
PRIM
PRIMORIS SVCS CORP
+$308.2K
2,243
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$304.0K
0
-100%
增持
MEDP
MEDPACE HLDGS INC
+$298.7K
1,297
+11%
增持
JNJ
JOHNSON & JOHNSON
+$292.2K
6,537
+9%
减持
RMBS
RAMBUS INC DEL
+$290.0K
7,607
-3%
增持
MSTR
STRATEGY INC
-$289.8K
5,352
+7%
增持
ET
ENERGY TRANSFER L P
-$288.5K
319,705
+0%
清仓
GTLS
CHART INDS INC
-$287.1K
0
-100%
建仓
FLOT
ISHARES TR
+$287.1K
5,620
减持
LLY
ELI LILLY & CO
-$278.3K
6,129
-4%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$277.6K
909
清仓
QLTA
ISHARES TR
-$275.0K
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$275.0K
2,589
-23%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$274.1K
67,632
+0%
减持
DE
DEERE & CO
-$268.0K
4,326
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$265.6K
202,960
+1%
减持
TXRH
TEXAS ROADHOUSE INC
-$262.1K
1,928
-38%
减持
STEP
STEPSTONE GROUP INC
+$262.0K
31,857
-3%
增持
DHI
D R HORTON INC
+$259.1K
6,202
+1%
减持
EME
EMCOR GROUP INC
-$254.1K
499
-54%
减持
MTUM
ISHARES TR
-$254.0K
9,954
-15%
增持
PI
IMPINJ INC
+$251.4K
3,305
+6%
清仓
TENB
TENABLE HLDGS INC
-$248.8K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$248.8K
1,461
建仓
GOVT
ISHARES TR
+$248.5K
10,750
增持
JPM
JPMORGAN CHASE & CO.
+$247.0K
5,226
+8%
减持
INOD
INNODATA INC
+$243.8K
10,463
-5%
清仓
MTDR
MATADOR RES CO
-$240.1K
0
-100%
建仓
—
UBS GROUP AG
+$236.8K
5,776
增持
LRN
STRIDE INC
+$236.5K
4,329
+54%
增持
V
VISA INC
-$233.7K
18,292
+0%
清仓
IGRO
ISHARES TR
-$232.1K
0
-100%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$231.2K
0
-100%
建仓
EBAY
EBAY INC.
+$230.1K
2,530
建仓
C
CITIGROUP INC
+$229.5K
2,261
清仓
FNDF
SCHWAB STRATEGIC TR
-$226.5K
0
-100%
建仓
IEI
ISHARES TR
+$226.4K
1,894
增持
—
JAMF HLDG CORP
+$223.6K
35,660
+115%
建仓
GE
GE AEROSPACE
+$222.6K
739
建仓
ESGE
ISHARES INC
+$221.3K
5,096
清仓
ANF
ABERCROMBIE & FITCH CO
-$220.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$219.8K
18,284
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$216.6K
5,121
-31%
建仓
ITOT
ISHARES TR
+$215.1K
1,477
增持
WMT
WALMART INC
+$212.1K
26,467
+3%
增持
RELY
REMITLY GLOBAL INC
+$211.5K
26,083
+129%
建仓
ICVT
ISHARES TR
+$211.4K
2,113
建仓
—
ANGLOGOLD ASHANTI PLC
+$211.0K
3,000
建仓
PEP
PEPSICO INC
+$210.0K
1,495
建仓
PSX
PHILLIPS 66
+$209.1K
1,537
