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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 30
增持 57
减持 41
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
GOOGL
ALPHABET INC
+$5.3M
17,005
清仓
KBDC
KAYNE ANDERSON BDC INC
-$4.7M
0
-100%
增持
IEMG
ISHARES INC
+$3.6M
176,629
+40%
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
WFC
WELLS FARGO CO NEW
+$3.5M
43,199
+656%
增持
IVE
ISHARES TR
+$2.7M
53,431
+28%
清仓
—
TIDAL TRUST II
-$2.6M
0
-100%
减持
GOOG
ALPHABET INC
-$2.6M
11,156
-55%
增持
INTU
INTUIT
+$2.5M
4,560
+548%
建仓
STT
STATE STR CORP
+$2.3M
17,815
减持
COIN
COINBASE GLOBAL INC
-$2.2M
19,682
-0%
增持
LLY
ELI LILLY & CO
+$2.1M
6,303
+3%
减持
HON
HONEYWELL INTL INC
-$2.1M
2,146
-82%
建仓
WMB
WILLIAMS COS INC
+$2.0M
33,301
减持
SYK
STRYKER CORPORATION
-$2.0M
11,317
-30%
减持
ZTS
ZOETIS INC
-$1.8M
6,407
-65%
减持
MA
MASTERCARD INCORPORATED
-$1.8M
7,800
-29%
增持
MTUM
ISHARES TR
+$1.8M
17,477
+76%
清仓
EOG
EOG RES INC
-$1.7M
0
-100%
增持
AAPL
APPLE INC
+$1.6M
76,884
+2%
增持
HIMU
BLACKROCK ETF TRUST II
+$1.5M
51,403
+163%
减持
V
VISA INC
-$1.5M
13,641
-25%
增持
SHYM
BLACKROCK ETF TRUST II
+$1.4M
80,640
+415%
减持
QUAL
ISHARES TR
-$1.4M
90,974
-9%
增持
IVV
ISHARES TR
+$1.4M
79,489
+0%
增持
IEFA
ISHARES TR
+$1.4M
17,910
+680%
清仓
GSWO
GOLDMAN SACHS ETF TR
-$1.4M
0
-100%
增持
MUB
ISHARES TR
+$1.3M
74,241
+19%
增持
AGG
ISHARES TR
+$1.3M
15,482
+501%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.2M
174,587
+7%
增持
USFR
WISDOMTREE TR
+$1.2M
164,309
+17%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
106,457
+6%
清仓
IJT
ISHARES TR
-$1.1M
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.1M
15,468
-6%
增持
GSUS
GOLDMAN SACHS ETF TR
+$1.1M
299,221
+2%
建仓
VO
VANGUARD INDEX FDS
+$1.1M
3,625
清仓
OWL
BLUE OWL CAPITAL INC
-$1.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.0M
37,152
+8%
增持
BAI
BLACKROCK ETF TRUST
+$1.0M
128,671
+34%
减持
—
EATON CORP PLC
-$998.0K
14,769
-3%
减持
EFG
ISHARES TR
-$992.7K
60,619
-13%
增持
—
IREN LIMITED
+$959.8K
36,035
+321%
减持
MSTR
STRATEGY INC
-$930.2K
5,227
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$925.0K
6,293
+7%
增持
OEF
ISHARES TR
+$906.0K
62,792
+1%
减持
NTRA
NATERA INC
+$860.9K
14,902
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$826.1K
5,038
-57%
增持
MSFT
MICROSOFT CORP
-$727.3K
44,549
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$713.8K
74,165
+10%
增持
DYNF
BLACKROCK ETF TRUST
+$700.6K
179,794
+4%
建仓
CIFR
CIPHER MINING INC
+$693.7K
47,000
建仓
PATH
UIPATH INC
+$688.4K
42,000
增持
GCOR
GOLDMAN SACHS ETF TR
+$684.7K
180,582
+10%
增持
IEF
ISHARES TR
+$663.5K
10,581
+188%
减持
J
JACOBS SOLUTIONS INC
-$653.1K
32,901
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$649.5K
50,103
-2%
清仓
LRN
STRIDE INC
-$644.8K
0
-100%
清仓
—
METSERA INC
-$641.7K
0
-100%
减持
ABT
ABBOTT LABS
-$640.1K
30,489
-8%
增持
NFLX
NETFLIX INC
-$618.1K
25,976
+920%
清仓
CAVA
CAVA GROUP INC
-$610.1K
0
-100%
增持
SHV
ISHARES TR
+$594.2K
27,293
+25%
增持
AVGO
BROADCOM INC
+$580.4K
30,040
+1%
减持
TXN
TEXAS INSTRS INC
-$575.8K
27,809
-5%
增持
FCX
FREEPORT-MCMORAN INC
+$574.7K
48,434
+1%
减持
WEC
WEC ENERGY GROUP INC
-$566.8K
39,823
-4%
增持
IAU
ISHARES GOLD TR
+$559.2K
43,540
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$537.2K
28,001
-7%
建仓
MU
MICRON TECHNOLOGY INC
+$534.2K
1,871
清仓
GRBK
GREEN BRICK PARTNERS INC
-$525.5K
0
-100%
减持
RTX
RTX CORPORATION
+$509.7K
35,549
-1%
增持
IVW
ISHARES TR
+$504.2K
114,708
+2%
建仓
WGS
GENEDX HOLDINGS CORP
+$493.8K
3,797
清仓
DUOL
DUOLINGO INC
-$493.7K
0
-100%
增持
BRRR
COINSHARES BITCOIN ETF
-$469.7K
64,870
+1%
增持
ORCL
ORACLE CORP
-$452.2K
7,173
+9%
减持
HIMS
HIMS & HERS HEALTH INC
-$440.2K
7,750
-36%
建仓
NXT
NEXTPOWER INC
+$435.1K
4,995
清仓
TGT
TARGET CORP
-$433.0K
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$424.1K
240,094
-8%
增持
IGEB
ISHARES TR
+$414.6K
27,221
+51%
减持
EFV
ISHARES TR
+$409.7K
238,679
-3%
清仓
GUMI
GOLDMAN SACHS ETF TR
-$400.6K
0
-100%
清仓
APLD
APPLIED DIGITAL CORP
-$390.0K
0
-100%
减持
LOW
LOWES COS INC
-$384.2K
24,557
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$370.5K
3,735
+41%
清仓
USO
UNITED STS OIL FD LP
-$368.8K
0
-100%
增持
TFLO
ISHARES TR
+$359.3K
20,791
+52%
清仓
LEU
CENTRUS ENERGY CORP
-$358.1K
0
-100%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$357.6K
26,949
+66%
清仓
SOUN
SOUNDHOUND AI INC
-$353.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$337.7K
3,125
+37%
减持
CVSA
ADTALEM GLOBAL ED INC
-$327.5K
2,628
-32%
清仓
TXRH
TEXAS ROADHOUSE INC
-$320.3K
0
-100%
清仓
MBIN
MERCHANTS BANCORP IND
-$319.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$317.3K
7,683
+0%
建仓
POET
POET TECHNOLOGIES INC
+$316.5K
50,000
增持
THRO
BLACKROCK ETF TRUST
+$312.0K
105,022
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$311.3K
6,081
+16%
建仓
BCO
BRINKS CO
+$306.3K
2,624
增持
ADMA
ADMA BIOLOGICS INC
+$306.0K
32,323
+67%
减持
VITL
VITAL FARMS INC
-$304.8K
9,194
-37%
减持
HLNE
HAMILTON LANE INC
-$301.8K
10,020
-18%
减持
ADI
ANALOG DEVICES INC
+$300.1K
14,206
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$299.1K
25,573
-6%
增持
VB
VANGUARD INDEX FDS
+$297.9K
2,506
+83%
增持
TLT
ISHARES TR
+$296.4K
11,838
+44%
清仓
CACC
CREDIT ACCEP CORP MICH
-$294.6K
0
-100%
建仓
MOD
MODINE MFG CO
+$294.1K
2,203
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$293.5K
12,378
建仓
TJX
TJX COS INC NEW
+$292.9K
1,907
减持
MRK
MERCK & CO INC
+$289.9K
26,384
-11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$286.0K
1,545
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$284.1K
359,994
-1%
清仓
TMUS
T-MOBILE US INC
-$282.7K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$282.4K
3,939
+34%
减持
IVLU
ISHARES TR
+$281.2K
145,193
-2%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$279.8K
3,670
建仓
VNQ
VANGUARD INDEX FDS
+$273.3K
3,088
增持
INOD
INNODATA INC
-$272.9K
10,471
+0%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$272.5K
21,100
建仓
CVX
CHEVRON CORP NEW
+$271.7K
1,783
减持
CGBD
CARLYLE SECURED LENDING INC
-$271.0K
10,000
-68%
减持
VMC
VULCAN MATLS CO
-$270.8K
7,104
-5%
建仓
IESC
IES HLDGS INC
+$270.4K
695
减持
EXLS
EXLSERVICE HOLDINGS INC
-$266.5K
7,824
-42%
增持
MBB
ISHARES TR
+$264.3K
16,641
+20%
减持
RELY
REMITLY GLOBAL INC
-$259.1K
12,035
-54%
增持
WMT
WALMART INC
+$257.2K
26,736
+1%
增持
IWF
ISHARES TR
+$251.9K
3,714
+16%
增持
UFPT
UFP TECHNOLOGIES INC
+$251.8K
2,521
+63%
增持
ITA
ISHARES TR
+$250.8K
12,626
+7%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$249.6K
13,700
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$249.0K
5,609
-23%
减持
ET
ENERGY TRANSFER L P
-$247.6K
317,678
-1%
建仓
LMB
LIMBACH HLDGS INC
+$247.5K
3,179
增持
META
META PLATFORMS INC
-$246.9K
7,020
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$246.4K
1,186
+19%
建仓
VPU
VANGUARD WORLD FD
+$246.1K
1,330
建仓
HOOD
ROBINHOOD MKTS INC
+$242.7K
2,146
增持
TMDX
TRANSMEDICS GROUP INC
+$241.9K
4,603
+62%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$236.7K
8,000
+167%
建仓
VRT
VERTIV HOLDINGS CO
+$236.4K
1,459
清仓
—
SEMRUSH HLDGS INC
-$225.8K
0
-100%
减持
NDAQ
NASDAQ INC
+$225.6K
41,803
-4%
建仓
CRM
SALESFORCE INC
+$224.2K
845
建仓
DELL
DELL TECHNOLOGIES INC
+$223.4K
1,775
建仓
PFE
PFIZER INC
+$223.2K
8,963
建仓
LRCX
LAM RESEARCH CORP
+$220.2K
1,285
建仓
—
ACCENTURE PLC IRELAND
+$219.7K
819
减持
PINS
PINTEREST INC
-$218.6K
29,026
-4%
