Keel Point, LLC
HUNTSVILLE AL · SEC CIK 0001386935
$16.93亿2026Q2 申报市值
514持仓数
46.7%前十大占比 · 第一大 22.6%
49 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$4,280.13万
VEA 加仓+$1,377.58万
AVLV 加仓+$640.59万
IJH 加仓+$622.94万
CAT 加仓+$385.83万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$2,838.82万
BAND 重新持有-$1,868.89万
EFA 减仓-$899.44万
EXPD 减仓-$279.40万
VPL 减仓-$245.75万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.83亿 | 22.62% | 557,683 | 62,319 | 12.6% | $4,280.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,413.85万 | 5.56% | 1,321,242 | 193,344 | 17.1% | $1,377.58万 | 加仓 |
| AGG | ISHARES TR | $5,297.38万 | 3.13% | 535,197 | 11,028 | 2.1% | $109.16万 | 加仓 |
| IWB | ISHARES TR | $5,014.40万 | 2.96% | 122,452 | -1,507 | -1.2% | -$61.71万 | 减仓 |
| NFLX | NETFLIX INC. | $4,592.99万 | 2.71% | 643,275 | -4,858 | -0.7% | -$34.69万 | 减仓 |
| AAPL | APPLE INC | $3,684.14万 | 2.18% | 127,320 | 6,632 | 5.5% | $191.90万 | 加仓 |
| GLD | SPDR GOLD TR | $3,391.97万 | 2.00% | 92,078 | 2,696 | 3.0% | $99.32万 | 加仓 |
| EFA | ISHARES TR | $3,209.70万 | 1.90% | 308,982 | -86,585 | -21.9% | -$899.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,101.89万 | 1.83% | 155,025 | 8,349 | 5.7% | $167.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,032.83万 | 1.79% | 40,613 | -38,015 | -48.3% | -$2,838.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,706.52万 | 1.60% | 307,979 | 73 | 0.0% | $6,415 | 加仓 |
| IEF | ISHARES TR | $2,674.54万 | 1.58% | 282,810 | -6,939 | -2.4% | -$65.62万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,434.50万 | 1.44% | 98,879 | 14,738 | 17.5% | $362.86万 | 加仓 |
| AMZN | AMAZON COM INC | $2,281.28万 | 1.35% | 95,715 | 329 | 0.3% | $7.84万 | 加仓 |
| TSLA | TESLA INC | $2,239.56万 | 1.32% | 53,247 | 1,892 | 3.7% | $79.58万 | 加仓 |
| IWF | ISHARES TR | $2,049.41万 | 1.21% | 165,049 | -6,551 | -3.8% | -$81.34万 | 减仓 |
| IWD | ISHARES TR | $1,959.66万 | 1.16% | 80,834 | -1,259 | -1.5% | -$30.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1,767.01万 | 1.04% | 49,445 | 1,400 | 2.9% | $50.03万 | 加仓 |
| EEM | ISHARES TR | $1,542.88万 | 0.91% | 225,535 | 9,702 | 4.5% | $66.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,496.74万 | 0.88% | 40,125 | 155 | 0.4% | $5.78万 | 加仓 |
| TLH | ISHARES TR | $1,450.01万 | 0.86% | 144,496 | 2,069 | 1.5% | $20.76万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,401.41万 | 0.83% | 51,215 | 64 | 0.1% | $1.75万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,370.28万 | 0.81% | 76,878 | -247 | -0.3% | -$4.40万 | 减仓 |
| IJR | ISHARES TR | $1,184.18万 | 0.70% | 79,845 | 3,334 | 4.4% | $49.45万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,135.50万 | 0.67% | 28,553 | -209 | -0.7% | -$8.31万 | 减仓 |
| SO | SOUTHERN CO | $1,093.38万 | 0.65% | 114,238 | 567 | 0.5% | $5.43万 | 加仓 |
| IVV | ISHARES TR | $1,072.76万 | 0.63% | 14,325 | -543 | -3.7% | -$40.66万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,069.63万 | 0.63% | 206,054 | 47,566 | 30.0% | $246.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,058.43万 | 0.63% | 14,373 | 849 | 6.3% | $62.52万 | 加仓 |
| IJH | ISHARES TR | $996.17万 | 0.59% | 129,188 | 80,786 | 166.9% | $622.94万 | 加仓 |
| GOOG | ALPHABET INC | $991.74万 | 0.59% | 28,069 | 2,082 | 8.0% | $73.56万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $898.62万 | 0.53% | 12 | -1 | -7.7% | -$74.89万 | 减仓 |
| IEI | ISHARES TR | $831.10万 | 0.49% | 70,762 | -12,101 | -14.6% | -$142.13万 | 减仓 |
| HD | HOME DEPOT INC | $769.81万 | 0.45% | 21,827 | -90 | -0.4% | -$3.17万 | 减仓 |
| CAT | CATERPILLAR INC | $761.86万 | 0.45% | 7,154 | 3,623 | 102.6% | $385.83万 | 加仓 |
| AVGO | BROADCOM INC | $752.29万 | 0.44% | 19,915 | 522 | 2.7% | $19.72万 | 加仓 |
| V | VISA INC | $724.98万 | 0.43% | 21,131 | 130 | 0.6% | $4.46万 | 加仓 |
| ACWI | ISHARES TR | $722.57万 | 0.43% | 46,033 | 9,483 | 25.9% | $148.85万 | 加仓 |
| WMT | WALMART INC | $717.85万 | 0.42% | 63,381 | 1,942 | 3.2% | $22.00万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $672.78万 | 0.40% | 73,762 | 70,232 | 1,989.6% | $640.59万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $660.83万 | 0.39% | 90,019 | 8,828 | 10.9% | $64.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $626.61万 | 0.37% | 19,143 | 1,731 | 9.9% | $56.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $621.56万 | 0.37% | 24,474 | -883 | -3.5% | -$22.43万 | 减仓 |
| SLV | ISHARES SILVER TR | $618.48万 | 0.37% | 115,668 | -29,733 | -20.4% | -$158.98万 | 减仓 |
| META | META PLATFORMS INC | $607.87万 | 0.36% | 10,791 | -220 | -2.0% | -$12.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $599.88万 | 0.35% | 11,988 | 1,059 | 9.7% | $52.99万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $584.70万 | 0.35% | 235,009 | 17,838 | 8.2% | $44.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $581.55万 | 0.34% | 15,716 | 1,049 | 7.2% | $38.82万 | 加仓 |
| APH | AMPHENOL CORP | $542.16万 | 0.32% | 30,749 | -2,980 | -8.8% | -$52.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $535.59万 | 0.32% | 28,112 | 274 | 1.0% | $5.22万 | 加仓 |
| RKLB | ROCKET LAB CORP | $528.91万 | 0.31% | 52,032 | 691 | 1.3% | $7.02万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $514.27万 | 0.30% | 104,803 | 66,433 | 173.1% | $325.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $504.61万 | 0.30% | 4,372 | -162 | -3.6% | -$18.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $497.84万 | 0.29% | 51,627 | 7,138 | 16.0% | $68.83万 | 加仓 |
| SYK | STRYKER CORPORATION | $488.62万 | 0.29% | 15,520 | 603 | 4.0% | $18.98万 | 加仓 |
| MRK | MERCK & CO INC | $470.73万 | 0.28% | 36,633 | -2,754 | -7.0% | -$35.39万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $468.12万 | 0.28% | 15,283 | 640 | 4.4% | $19.60万 | 加仓 |
| SHY | ISHARES TR | $454.40万 | 0.27% | 55,340 | 550 | 1.0% | $4.52万 | 加仓 |
| LLY | ELI LILLY & CO | $437.76万 | 0.26% | 3,650 | 979 | 36.7% | $117.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $434.32万 | 0.26% | 50,420 | 26 | 0.1% | $2,240 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $427.66万 | 0.25% | 15,208 | 335 | 2.3% | $9.42万 | 加仓 |
| ESGD | ISHARES TR | $408.71万 | 0.24% | 39,754 | 600 | 1.5% | $6.17万 | 加仓 |
| IEMG | ISHARES INC | $392.47万 | 0.23% | 47,377 | 3,233 | 7.3% | $26.78万 | 加仓 |
| CSCO | CISCO SYS INC | $385.14万 | 0.23% | 32,789 | -464 | -1.4% | -$5.45万 | 减仓 |
| KO | COCA COLA CO | $384.26万 | 0.23% | 47,281 | 2,315 | 5.1% | $18.81万 | 加仓 |
| FAST | FASTENAL CO | $375.61万 | 0.22% | 78,203 | -4,094 | -5.0% | -$19.66万 | 减仓 |
| LIN | LINDE PLC | $374.02万 | 0.22% | 7,207 | -605 | -7.7% | -$31.40万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $371.82万 | 0.22% | 8,581 | -1,509 | -15.0% | -$65.39万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $366.81万 | 0.22% | 13,562 | -362 | -2.6% | -$9.79万 | 减仓 |
| IWY | ISHARES TR | $363.08万 | 0.21% | 12,493 | -106 | -0.8% | -$3.08万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $354.41万 | 0.21% | 7,069 | -637 | -8.3% | -$31.94万 | 减仓 |
| QCOM | QUALCOMM INC | $350.82万 | 0.21% | 18,985 | -8,574 | -31.1% | -$158.44万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $339.42万 | 0.20% | 9,858 | -491 | -4.7% | -$16.91万 | 减仓 |
| AMAT | APPLIED MATLS INC | $338.60万 | 0.20% | 4,683 | 263 | 6.0% | $19.02万 | 加仓 |
| SOXX | ISHARES TR | $334.70万 | 0.20% | 5,224 | -554 | -9.6% | -$35.49万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $325.04万 | 0.19% | 33,550 | -2,792 | -7.7% | -$27.05万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $323.09万 | 0.19% | 7,780 | -374 | -4.6% | -$15.53万 | 减仓 |
| — | EXXON MOBIL CORP | $321.15万 | 0.19% | 23,490 | -83 | -0.4% | -$1.13万 | 减仓 |
| ACWX | ISHARES TR | $320.72万 | 0.19% | 42,139 | 10,353 | 32.6% | $78.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $311.76万 | 0.18% | 14,306 | 1,383 | 10.7% | $30.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $307.06万 | 0.18% | 1,809 | -3 | -0.2% | -$5,092 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $305.65万 | 0.18% | 5,262 | 472 | 9.9% | $27.42万 | 加仓 |
| ABBV | ABBVIE INC | $301.89万 | 0.18% | 11,997 | 1,090 | 10.0% | $27.43万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $295.01万 | 0.17% | 23,963 | 1,164 | 5.1% | $14.33万 | 加仓 |
| QUAL | ISHARES TR | $294.54万 | 0.17% | 13,423 | 30 | 0.2% | $6,583 | 加仓 |
| ITOT | ISHARES TR | $289.46万 | 0.17% | 17,621 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $281.86万 | 0.17% | 21,446 | 2,401 | 12.6% | $31.56万 | 加仓 |
| LQD | ISHARES TR | $271.05万 | 0.16% | 24,851 | -117 | -0.5% | -$1.28万 | 减仓 |
| VB | VANGUARD INDEX FDS | $270.50万 | 0.16% | 8,924 | 3,050 | 51.9% | $92.45万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $260.61万 | 0.15% | 7,701 | -1,146 | -13.0% | -$38.78万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $258.03万 | 0.15% | 11,522 | -1,883 | -14.0% | -$42.17万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $257.87万 | 0.15% | 59,774 | 4,381 | 7.9% | $18.90万 | 加仓 |
| CTAS | CINTAS CORP | $253.63万 | 0.15% | 14,912 | 7,162 | 92.4% | $121.81万 | 加仓 |
| RTX | RTX CORPORATION | $253.46万 | 0.15% | 13,359 | 1,619 | 13.8% | $30.72万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $253.22万 | 0.15% | 14,906 | 56 | 0.4% | $9,513 | 加仓 |
| IXUS | ISHARES TR | $252.48万 | 0.15% | 26,454 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $250.02万 | 0.15% | 10,566 | 21 | 0.2% | $4,969 | 加仓 |
| DIS | DISNEY WALT CO | $249.65万 | 0.15% | 25,938 | 1,021 | 4.1% | $9.83万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $241.63万 | 0.14% | 123,752 | -13,607 | -9.9% | -$26.57万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $240.99万 | 0.14% | 56,464 | 15,000 | 36.2% | $64.02万 | 加仓 |