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 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | $37.00万 | 0.02% | 1,835 | 120 | 7.0% | $2.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $37.44万 | 0.02% | 4,380 | 531 | 13.8% | $4.54万 | 加仓 |
| DINO | HF SINCLAIR CORP | $37.56万 | 0.02% | 5,393 | 37 | 0.7% | $2,577 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $37.64万 | 0.02% | 15,365 | 245 | 1.6% | $6,003 | 加仓 |
| PLD | PROLOGIS INC. | $37.70万 | 0.02% | 2,783 | 219 | 8.5% | $2.97万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $37.73万 | 0.02% | 3,968 | 103 | 2.7% | $9,793 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $37.81万 | 0.02% | 4,106 | 749 | 22.3% | $6.90万 | 加仓 |
| USXF | ISHARES TR | $37.96万 | 0.02% | 5,466 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $38.04万 | 0.02% | 12,984 | -229 | -1.7% | -$6,710 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $38.13万 | 0.02% | 3,929 | 994 | 33.9% | $9.65万 | 加仓 |
| FORM | FORMFACTOR INC | $38.19万 | 0.02% | 2,388 | 2,388 | — | $38.19万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $38.26万 | 0.02% | 7,880 | -172 | -2.1% | -$8,352 | 减仓 |
| SDY | SPDR SERIES TRUST | $38.33万 | 0.02% | 2,519 | 4 | 0.2% | $609 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.58万 | 0.02% | 1,328 | -20 | -1.5% | -$5,810 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.23万 | 0.02% | 9,636 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $39.29万 | 0.02% | 6,813 | -107 | -1.5% | -$6,171 | 减仓 |
| BX | BLACKSTONE INC | $39.96万 | 0.02% | 3,396 | 786 | 30.1% | $9.25万 | 加仓 |
| Z | ZILLOW GROUP INC | $40.29万 | 0.02% | 12,782 | -148 | -1.1% | -$4,665 | 减仓 |
| SPTI | SPDR SERIES TRUST | $40.55万 | 0.02% | 14,282 | -11 | -0.1% | -$312 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.60万 | 0.02% | 9,137 | -2,497 | -21.5% | -$11.09万 | 减仓 |
| DHR | DANAHER CORP DEL | $40.88万 | 0.02% | 2,146 | -259 | -10.8% | -$4.93万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $41.00万 | 0.02% | 17,521 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $41.21万 | 0.02% | 1,880 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $41.51万 | 0.02% | 1,258 | 140 | 12.5% | $4.62万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $41.79万 | 0.02% | 8,395 | 36 | 0.4% | $1,792 | 加仓 |
| USB | US BANCORP | $41.79万 | 0.02% | 6,919 | 635 | 10.1% | $3.84万 | 加仓 |
| CVS | CVS HEALTH CORP | $41.98万 | 0.02% | 4,058 | 1,058 | 35.3% | $10.95万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.01万 | 0.02% | 2,875 | 682 | 31.1% | $9.97万 | 加仓 |
| IWR | ISHARES TR | $42.91万 | 0.03% | 3,889 | -2,024 | -34.2% | -$22.33万 | 减仓 |
| STIP | ISHARES TR | $43.21万 | 0.03% | 4,229 | 4,229 | — | $43.21万 | 新建仓 |
| ECL | ECOLAB INC | $44.59万 | 0.03% | 1,601 | -12 | -0.7% | -$3,342 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $44.66万 | 0.03% | 13,135 | -526 | -3.9% | -$1.79万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $45.05万 | 0.03% | 5,199 | 558 | 12.0% | $4.84万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $45.30万 | 0.03% | 1,612 | 97 | 6.4% | $2.73万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.79万 | 0.03% | 2,886 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $46.07万 | 0.03% | 1,068 | -271 | -20.2% | -$11.69万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $46.68万 | 0.03% | 41,384 | 3,725 | 9.9% | $4.20万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $47.64万 | 0.03% | 16,011 | -255 | -1.6% | -$7,587 | 减仓 |
| EMR | EMERSON ELEC CO | $47.66万 | 0.03% | 3,330 | 258 | 8.4% | $3.69万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $47.73万 | 0.03% | 2,203 | 13 | 0.6% | $2,816 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $48.12万 | 0.03% | 5,216 | 39 | 0.8% | $3,598 | 加仓 |
| INDA | ISHARES TR | $48.22万 | 0.03% | 9,763 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $48.35万 | 0.03% | 1,240 | -30 | -2.4% | -$1.17万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $48.37万 | 0.03% | 8,023 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $48.43万 | 0.03% | 13,802 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $48.65万 | 0.03% | 9,655 | -29 | -0.3% | -$1,461 | 减仓 |
| MCK | MCKESSON CORP | $48.74万 | 0.03% | 645 | 12 | 1.9% | $9,068 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $49.09万 | 0.03% | 5,909 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $49.21万 | 0.03% | 7,486 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $49.26万 | 0.03% | 3,638 | -1,013 | -21.8% | -$13.72万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $49.32万 | 0.03% | 14,420 | 2,438 | 20.3% | $8.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $49.65万 | 0.03% | 1,000 | 53 | 5.6% | $2.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $49.69万 | 0.03% | 3,632 | 151 | 4.3% | $2.07万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $49.87万 | 0.03% | 3,743 | 1,756 | 88.4% | $23.40万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $49.97万 | 0.03% | 1,009 | 28 | 2.9% | $1.39万 | 加仓 |
| CI | THE CIGNA GROUP | $50.15万 | 0.03% | 1,819 | 741 | 68.7% | $20.43万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $50.61万 | 0.03% | 11,126 | -1,237 | -10.0% | -$5.63万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $50.68万 | 0.03% | 5,528 | -36 | -0.6% | -$3,301 | 减仓 |
| MIDD | MIDDLEBY CORP | $51.72万 | 0.03% | 3,007 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $51.77万 | 0.03% | 9,582 | -6,452 | -40.2% | -$34.86万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $52.18万 | 0.03% | 1,390 | 411 | 42.0% | $15.43万 | 加仓 |
| VFH | VANGUARD WORLD FD | $52.52万 | 0.03% | 3,991 | -5 | -0.1% | -$658 | 减仓 |
| GLW | CORNING INC | $52.67万 | 0.03% | 2,062 | 264 | 14.7% | $6.74万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.87万 | 0.03% | 9,176 | 1,438 | 18.6% | $8.29万 | 加仓 |
| — | EA SERIES TRUST | $53.86万 | 0.03% | 12,370 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $54.14万 | 0.03% | 563 | -136 | -19.5% | -$13.08万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $54.36万 | 0.03% | 851 | -736 | -46.4% | -$47.01万 | 重新持有 |
| MO | ALTRIA GROUP INC | $54.36万 | 0.03% | 7,556 | 2,259 | 42.6% | $16.25万 | 加仓 |
| VMC | VULCAN MATLS CO | $55.84万 | 0.03% | 1,893 | 43 | 2.3% | $1.27万 | 加仓 |
| WM | WASTE MGMT INC DEL | $56.20万 | 0.03% | 2,521 | -159 | -5.9% | -$3.54万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $56.95万 | 0.03% | 18,856 | 253 | 1.4% | $7,641 | 加仓 |
| MBB | ISHARES TR | $57.02万 | 0.03% | 6,033 | 341 | 6.0% | $3.22万 | 加仓 |
| MPC | MARATHON PETE CORP | $57.02万 | 0.03% | 2,230 | 45 | 2.1% | $1.15万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $57.08万 | 0.03% | 9,679 | -89 | -0.9% | -$5,249 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $57.38万 | 0.03% | 11,909 | -108 | -0.9% | -$5,203 | 减仓 |
| AZN | ASTRAZENECA PLC | $57.69万 | 0.03% | 3,042 | 214 | 7.6% | $4.06万 | 加仓 |
| BIDU | BAIDU INC | $58.65万 | 0.03% | 5,132 | -83 | -1.6% | -$9,486 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $58.96万 | 0.03% | 24,806 | 11 | 0.0% | $261 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.97万 | 0.03% | 773 | 54 | 7.5% | $4.12万 | 加仓 |
| IGIB | ISHARES TR | $59.28万 | 0.04% | 11,149 | 472 | 4.4% | $2.51万 | 加仓 |
| ROST | ROSS STORES INC | $60.07万 | 0.04% | 2,822 | -34 | -1.2% | -$7,238 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $60.52万 | 0.04% | 3,017 | 1,186 | 64.8% | $23.79万 | 加仓 |
| VOX | VANGUARD WORLD FD | $61.22万 | 0.04% | 3,328 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $61.35万 | 0.04% | 1,205 | 33 | 2.8% | $1.68万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $61.35万 | 0.04% | 6,383 | 1,843 | 40.6% | $17.71万 | 加仓 |
| CRM | SALESFORCE INC | $61.42万 | 0.04% | 3,920 | -1,145 | -22.6% | -$17.94万 | 减仓 |
| ALL | ALLSTATE CORP | $61.61万 | 0.04% | 2,589 | 564 | 27.9% | $13.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $61.77万 | 0.04% | 6,807 | 474 | 7.5% | $4.30万 | 加仓 |
| DHI | D R HORTON INC | $61.78万 | 0.04% | 3,793 | 1,740 | 84.8% | $28.34万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $62.54万 | 0.04% | 44,260 | -7,010 | -13.7% | -$9.91万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $62.96万 | 0.04% | 13,849 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $63.15万 | 0.04% | 654 | -14 | -2.1% | -$1.35万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $63.53万 | 0.04% | 8,206 | -901 | -9.9% | -$6.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $63.70万 | 0.04% | 2,994 | 1,873 | 167.1% | $39.85万 | 重新持有 |
| ITA | ISHARES TR | $64.00万 | 0.04% | 2,640 | -9,647 | -78.5% | -$233.85万 | 减仓 |
| INTU | INTUIT | $64.10万 | 0.04% | 2,456 | 1,701 | 225.3% | $44.40万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $64.36万 | 0.04% | 16,880 | 1 | 0.0% | $38 | 加仓 |
| IWV | ISHARES TR | $64.69万 | 0.04% | 1,517 | 1,517 | — | $64.69万 | 新建仓 |
| PSX | PHILLIPS 66 | $65.01万 | 0.04% | 3,845 | 151 | 4.1% | $2.55万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $65.44万 | 0.04% | 25,352 | 0 | 0.0% | — | 不变 |