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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 50
减持 67
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GCOR
GOLDMAN SACHS ETF TR
+$12.7M
488,803
+171%
减持
OEF
ISHARES TR
-$8.0M
42,455
-32%
增持
MUB
ISHARES TR
+$6.6M
136,864
+84%
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
MBB
ISHARES TR
+$5.4M
73,320
+341%
增持
IUSB
ISHARES TR
+$5.1M
152,297
+257%
减持
COIN
COINBASE GLOBAL INC
-$4.2M
1,330
-93%
增持
TFI
SPDR SERIES TRUST
+$4.2M
168,742
+124%
增持
MSFT
MICROSOFT CORP
-$4.2M
46,839
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.9M
181,208
+168%
减持
VGT
VANGUARD WORLD FD
-$3.7M
36,809
-5%
建仓
LMUB
ISHARES TR
+$3.6M
72,825
增持
EFG
ISHARES TR
+$3.2M
91,069
+50%
建仓
GSID
GOLDMAN SACHS ETF TR
+$3.2M
46,244
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.2M
142,769
-18%
减持
AJG
GALLAGHER ARTHUR J & CO
-$3.2M
3,938
-75%
减持
ABT
ABBOTT LABORATORIES
-$3.1M
7,114
-77%
增持
GOVT
ISHARES TR
+$3.0M
141,240
+1306%
增持
GIGB
GOLDMAN SACHS ETF TR
+$2.9M
106,974
+153%
减持
—
TE CONNECTIVITY PLC
-$2.8M
8,659
-57%
建仓
IDEF
BLACKROCK ETF TRUST
+$2.6M
80,403
建仓
BLCR
BLACKROCK ETF TRUST
+$2.6M
63,521
减持
GSUS
GOLDMAN SACHS ETF TR
-$2.5M
287,913
-4%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$2.4M
5,597
增持
USFR
WISDOMTREE TR
+$2.4M
211,979
+29%
增持
PEP
PEPSICO INC
+$2.3M
16,469
+713%
减持
DYNF
BLACKROCK ETF TRUST
-$2.1M
151,032
-16%
减持
SHV
ISHARES TR
-$2.1M
8,008
-71%
减持
ITA
ISHARES TR
-$2.1M
2,927
-77%
减持
J
JACOBS SOLUTIONS INC
-$2.1M
18,079
-45%
增持
IVV
ISHARES TR
-$1.6M
80,826
+2%
清仓
BRRR
COINSHARES BITCOIN ETF
-$1.6M
0
-100%
增持
GOOG
ALPHABET INC
+$1.6M
17,781
+59%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
122,955
+15%
减持
XLY
SELECT SECTOR SPDR TR
-$1.6M
48,359
-15%
增持
—
EXXON MOBIL CORP
+$1.5M
13,946
+100%
减持
APH
AMPHENOL CORP
-$1.4M
43,119
-15%
减持
INTU
INTUIT
-$1.4M
3,708
-19%
减持
NDAQ
NASDAQ INC
-$1.4M
31,344
-25%
减持
IYW
ISHARES TR
-$1.4M
39,071
-8%
增持
SBUX
STARBUCKS CORP
+$1.4M
20,391
+261%
减持
IVW
ISHARES TR
-$1.3M
113,101
-1%
建仓
LII
LENNOX INTL INC
+$1.3M
2,742
增持
GTIP
GOLDMAN SACHS ETF TR
+$1.3M
43,037
+145%
清仓
PTON
PELOTON INTERACTIVE INC
-$1.2M
0
-100%
减持
WFC
WELLS FARGO & CO
-$1.2M
35,122
-19%
减持
QQQ
INVESCO QQQ TR
-$1.2M
5,126
-24%
减持
VIS
VANGUARD WORLD FD
-$1.2M
13,245
-25%
增持
IAGG
ISHARES TR
+$1.2M
31,989
+258%
增持
IAU
ISHARES GOLD TR
+$1.1M
52,403
+20%
增持
AMZN
AMAZON COM INC
+$1.1M
46,352
+25%
减持
IWM
ISHARES TR
-$1.0M
10,233
-30%
减持
KLAC
KLA CORP
-$1.0M
4,792
-28%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.0M
18,015
-30%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.0M
5,554
-12%
增持
TSLA
TESLA INC
+$990.4K
10,190
+64%
减持
ABBV
ABBVIE INC
-$986.0K
20,604
-14%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$965.6K
70,711
-5%
增持
MRK
MERCK & CO INC
+$965.3K
31,081
+18%
减持
LOW
LOWES COS INC
-$960.5K
20,999
-14%
增持
CVX
CHEVRON CORPORATION
+$951.4K
5,912
+232%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$939.3K
22,862
-18%
减持
MA
MASTERCARD INCORPORATED
-$929.8K
7,051
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$928.2K
4,151
+164%
增持
CAT
CATERPILLAR INC
+$898.2K
2,205
+90%
减持
EMR
EMERSON ELEC CO
-$891.5K
28,036
-18%
减持
XLI
SELECT SECTOR SPDR TR
-$865.6K
15,724
-28%
增持
WMB
WILLIAMS COS INC
+$863.8K
39,372
+18%
增持
BINC
BLACKROCK ETF TRUST II
+$860.9K
28,466
+143%
减持
WEC
WEC ENERGY GROUP INC
-$857.3K
28,871
-28%
减持
IVE
ISHARES TR
-$856.2K
49,609
-7%
减持
ET
ENERGY TRANSFER L P
+$846.8K
315,299
-1%
增持
GOOGL
ALPHABET INC
+$832.1K
21,404
+26%
建仓
SYSB
ISHARES TR
+$817.8K
9,189
减持
VUG
VANGUARD INDEX FDS
-$804.1K
7,323
-11%
减持
MCO
MOODYS CORP
-$795.4K
4,883
-15%
减持
ESGU
ISHARES TR
-$775.9K
73,206
-2%
减持
TXN
TEXAS INSTRS INC
-$771.7K
20,876
-25%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$765.3K
14,735
-19%
增持
VTIP
VANGUARD MALVERN FDS
+$754.5K
27,672
+118%
减持
DE
DEERE & CO
-$754.4K
2,006
-50%
增持
JNJ
JOHNSON & JOHNSON
+$754.2K
8,840
+30%
增持
LLY
ELI LILLY & CO
-$747.4K
6,552
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$726.2K
189,547
-6%
减持
SPGI
S&P GLOBAL INC
-$725.4K
1,596
-41%
减持
QUAL
ISHARES TR
-$719.7K
90,452
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$715.5K
3,124
+12%
增持
AVGO
BROADCOM INC
-$703.0K
31,320
+4%
减持
SYK
STRYKER CORPORATION
-$698.1K
9,984
-12%
增持
GLD
SPDR GOLD TR
+$689.6K
8,679
+13%
增持
BAI
BLACKROCK ETF TRUST
+$676.0K
150,554
+17%
减持
VMC
VULCAN MATLS CO
-$671.5K
4,975
-30%
减持
VOO
VANGUARD INDEX FDS
-$640.5K
7,123
-9%
减持
VTV
VANGUARD INDEX FDS
-$632.6K
11,671
-24%
减持
XLV
SELECT SECTOR SPDR TR
-$621.5K
48,663
-3%
减持
VHT
VANGUARD WORLD FD
-$617.9K
7,336
-19%
减持
UNH
UNITEDHEALTH GROUP INC
-$612.5K
2,542
-35%
增持
STT
STATE STR CORP
+$611.6K
22,992
+29%
增持
STIP
ISHARES TR
+$598.7K
8,061
+251%
增持
SPTL
SPDR SERIES TRUST
+$573.7K
46,627
+89%
清仓
SIRI
SIRIUSXM HOLDINGS INC
-$559.9K
0
-100%
增持
V
VISA INC
-$555.4K
13,991
+3%
增持
WMT
WALMART INC
+$544.4K
28,339
+6%
增持
JPM
JPMORGAN CHASE & CO
+$522.1K
8,436
+39%
增持
NFLX
NETFLIX INC.
+$517.1K
30,708
+18%
清仓
PI
IMPINJ INC
-$505.2K
0
-100%
减持
HIMU
BLACKROCK ETF TRUST II
-$500.0K
41,731
-19%
建仓
CLOA
BLACKROCK ETF TRUST II
+$498.1K
9,610
增持
AAPL
APPLE INC
+$486.4K
84,275
+10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$483.6K
5,056
-33%
建仓
FLIN
FRANKLIN TEMPLETON ETF TR
+$451.8K
13,600
建仓
VZ
VERIZON COMMUNICATIONS INC
+$445.2K
8,869
减持
NTRA
NATERA INC
-$435.0K
14,895
-0%
增持
MTUM
ISHARES TR
+$432.8K
20,032
+15%
清仓
NKE
NIKE INC
-$432.1K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$431.3K
3,046
+137%
减持
DVY
ISHARES TR
-$429.4K
31,180
-15%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$421.9K
9,646
-64%
减持
FSLR
FIRST SOLAR INC
-$419.4K
4,514
-10%
建仓
NVS
NOVARTIS AG
+$415.2K
2,718
减持
IJR
ISHARES TR
-$411.2K
22,968
-15%
清仓
VRRM
VERRA MOBILITY CORP
-$410.2K
0
-100%
减持
—
EATON CORP PLC
-$405.2K
12,019
-19%
建仓
IMAX
IMAX CORP
+$402.7K
10,594
建仓
—
CHUBB LTD SWITZ
+$400.8K
1,226
建仓
AIR
AAR CORP
+$400.1K
3,655
减持
AGG
ISHARES TR
-$398.9K
11,559
-25%
增持
GS
GOLDMAN SACHS GROUP INC
+$398.4K
1,703
+44%
建仓
COP
CONOCOPHILLIPS
+$396.8K
3,006
建仓
PSX
PHILLIPS 66
+$396.4K
2,176
减持
USFD
US FOODS HLDG CORP
+$395.6K
29,816
-5%
减持
RKT
ROCKET COS INC
-$393.1K
20,341
-42%
建仓
QLTA
ISHARES TR
+$386.6K
8,123
增持
MU
MICRON TECHNOLOGY INC
+$382.8K
2,713
+45%
清仓
MGRC
MCGRATH RENTCORP
-$381.0K
0
-100%
建仓
—
LINDE PLC
+$373.3K
753
减持
IEV
ISHARES TR
-$368.1K
48,827
-9%
增持
META
META PLATFORMS INC
+$363.7K
8,735
+24%
建仓
—
FABRINET
+$361.9K
694
增持
AMAT
APPLIED MATLS INC
+$358.6K
3,399
+9%
建仓
ROST
ROSS STORES INC
+$349.8K
1,614
建仓
—
ASML HLDG NV
+$347.4K
263
建仓
AEIS
ADVANCED ENERGY INDS
+$347.2K
1,076
清仓
CLSK
CLEANSPARK INC
-$344.5K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$338.9K
1,253
减持
MSTR
STRATEGY INC
-$337.4K
3,661
-30%
减持
IWF
ISHARES TR
-$330.2K
3,348
-10%
建仓
SLB
SLB LIMITED
+$327.5K
6,348
清仓
FRSH
FRESHWORKS INC
-$324.9K
0
-100%
减持
TLH
ISHARES TR
-$324.4K
33,568
-8%
减持
NOW
SERVICENOW INC
-$323.9K
3,554
-22%
