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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $65.74万 | 0.04% | 12,997 | 6,937 | 114.5% | $35.09万 | 加仓 |
| TJX | TJX COS INC NEW | $66.70万 | 0.04% | 4,402 | 473 | 12.0% | $7.17万 | 加仓 |
| IVE | ISHARES TR | $66.71万 | 0.04% | 2,938 | 12 | 0.4% | $2,725 | 加仓 |
| EWL | ISHARES INC | $66.91万 | 0.04% | 10,646 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $67.56万 | 0.04% | 5,415 | -43 | -0.8% | -$5,365 | 减仓 |
| DE | DEERE & CO | $68.02万 | 0.04% | 1,072 | 25 | 2.4% | $1.59万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $68.20万 | 0.04% | 21,333 | 3,299 | 18.3% | $10.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $68.24万 | 0.04% | 1,718 | 171 | 11.1% | $6.79万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $68.94万 | 0.04% | 5,878 | 4 | 0.1% | $469 | 加仓 |
| VO | VANGUARD INDEX FDS | $69.07万 | 0.04% | 8,572 | 180 | 2.1% | $1.45万 | 加仓 |
| CMI | CUMMINS INC | $69.30万 | 0.04% | 972 | -257 | -20.9% | -$18.32万 | 减仓 |
| URI | UNITED RENTALS INC | $69.33万 | 0.04% | 612 | -883 | -59.1% | -$100.04万 | 减仓 |
| WELL | WELLTOWER INC | $69.51万 | 0.04% | 3,063 | 247 | 8.8% | $5.61万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $70.66万 | 0.04% | 34,695 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $71.08万 | 0.04% | 10,169 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $71.55万 | 0.04% | 731 | 82 | 12.6% | $8.03万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $71.57万 | 0.04% | 5,654 | -534 | -8.6% | -$6.76万 | 减仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $71.65万 | 0.04% | 11,686 | -161 | -1.4% | -$9,871 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $71.65万 | 0.04% | 14,331 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $72.49万 | 0.04% | 2,143 | 168 | 8.5% | $5.68万 | 加仓 |
| COP | CONOCOPHILLIPS | $73.48万 | 0.04% | 7,068 | 494 | 7.5% | $5.14万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $74.56万 | 0.04% | 20,638 | 14 | 0.1% | $506 | 加仓 |
| IJK | ISHARES TR | $74.83万 | 0.04% | 6,369 | 3 | 0.0% | $352 | 加仓 |
| BA | BOEING CO | $75.61万 | 0.04% | 3,493 | 111 | 3.3% | $2.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.67万 | 0.05% | 1,505 | 44 | 3.0% | $2.24万 | 加仓 |
| UNM | UNUM GROUP | $78.13万 | 0.05% | 8,740 | -2,219 | -20.2% | -$19.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $78.45万 | 0.05% | 2,215 | -12 | -0.5% | -$4,250 | 减仓 |
| PGR | PROGRESSIVE CORP | $78.87万 | 0.05% | 3,611 | 1,698 | 88.8% | $37.09万 | 加仓 |
| TFC | TRUIST FINL CORP | $79.16万 | 0.05% | 15,889 | 213 | 1.4% | $1.06万 | 加仓 |
| AMGN | AMGEN INC | $79.81万 | 0.05% | 2,204 | -403 | -15.5% | -$14.59万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $80.31万 | 0.05% | 5,553 | 2,137 | 62.6% | $30.91万 | 加仓 |
| DTCR | GLOBAL X FDS | $80.54万 | 0.05% | 26,518 | 182 | 0.7% | $5,527 | 加仓 |
| USO | UNITED STS OIL FD LP | $81.48万 | 0.05% | 7,655 | 409 | 5.6% | $4.35万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $81.61万 | 0.05% | 49,027 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $83.04万 | 0.05% | 7,230 | -454 | -5.9% | -$5.21万 | 减仓 |
| AFL | AFLAC INC | $83.50万 | 0.05% | 7,121 | 64 | 0.9% | $7,504 | 加仓 |
| ETN | EATON CORP PLC | $83.51万 | 0.05% | 1,960 | 310 | 18.8% | $13.21万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $83.53万 | 0.05% | 16,434 | 22 | 0.1% | $1,118 | 加仓 |
| IVW | ISHARES TR | $84.03万 | 0.05% | 6,110 | 5 | 0.1% | $688 | 加仓 |
| ESGE | ISHARES INC | $84.09万 | 0.05% | 15,376 | 99 | 0.6% | $5,414 | 加仓 |
| AMBA | AMBARELLA INC | $84.38万 | 0.05% | 9,835 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $84.59万 | 0.05% | 11,379 | -1,638 | -12.6% | -$12.18万 | 减仓 |
| TIP | ISHARES TR | $88.50万 | 0.05% | 8,087 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $88.58万 | 0.05% | 5,412 | -1,846 | -25.4% | -$30.21万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $89.15万 | 0.05% | 1,815 | 156 | 9.4% | $7.66万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $89.30万 | 0.05% | 7,068 | 464 | 7.0% | $5.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $89.68万 | 0.05% | 10,218 | -1,829 | -15.2% | -$16.05万 | 减仓 |
| T | AT&T INC | $89.72万 | 0.05% | 43,343 | -235 | -0.5% | -$4,864 | 减仓 |
| FDX | FEDEX CORP | $90.25万 | 0.05% | 2,882 | 70 | 2.5% | $2.19万 | 加仓 |
| PWR | QUANTA SVCS INC | $91.08万 | 0.05% | 1,265 | 135 | 11.9% | $9.72万 | 加仓 |
| IWP | ISHARES TR | $91.84万 | 0.05% | 6,273 | -54 | -0.9% | -$7,906 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.74万 | 0.05% | 21,903 | 158 | 0.7% | $6,690 | 加仓 |
| SHV | ISHARES TR | $93.65万 | 0.06% | 8,487 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $94.16万 | 0.06% | 3,462 | 348 | 11.2% | $9.46万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $94.67万 | 0.06% | 3,178 | 784 | 32.7% | $23.36万 | 加仓 |
| IGSB | ISHARES TR | $94.79万 | 0.06% | 18,086 | 486 | 2.8% | $2.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $94.94万 | 0.06% | 7,943 | -9 | -0.1% | -$1,076 | 减仓 |
| WFC | WELLS FARGO & CO | $95.45万 | 0.06% | 11,550 | 378 | 3.4% | $3.12万 | 加仓 |
| D | DOMINION ENERGY INC | $97.41万 | 0.06% | 14,264 | 347 | 2.5% | $2.37万 | 加仓 |
| NVS | NOVARTIS AG | $97.62万 | 0.06% | 6,229 | 214 | 3.6% | $3.35万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $99.13万 | 0.06% | 6,082 | -17,143 | -73.8% | -$279.40万 | 减仓 |
| XYZ | BLOCK INC | $99.14万 | 0.06% | 13,045 | -323 | -2.4% | -$2.45万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $99.59万 | 0.06% | 17,207 | -84 | -0.5% | -$4,862 | 减仓 |
| IYR | ISHARES TR | $102.65万 | 0.06% | 10,039 | -1,771 | -15.0% | -$18.11万 | 减仓 |
| MUB | ISHARES TR | $102.86万 | 0.06% | 9,558 | 87 | 0.9% | $9,363 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $103.01万 | 0.06% | 1,019 | 91 | 9.8% | $9.20万 | 加仓 |
| NEM | NEWMONT CORP | $103.35万 | 0.06% | 11,066 | -104 | -0.9% | -$9,713 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $104.86万 | 0.06% | 14,531 | 79 | 0.5% | $5,701 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $105.17万 | 0.06% | 20,796 | 3,904 | 23.1% | $19.74万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $106.05万 | 0.06% | 9,899 | 14 | 0.1% | $1,500 | 加仓 |
| EMXC | ISHARES INC | $106.83万 | 0.06% | 10,443 | 10,443 | — | $106.83万 | 新建仓 |
| IAU | ISHARES GOLD TR | $107.47万 | 0.06% | 14,233 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $107.71万 | 0.06% | 5,153 | -188 | -3.5% | -$3.93万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $107.82万 | 0.06% | 3,904 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $108.29万 | 0.06% | 7,737 | -1,042 | -11.9% | -$14.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $109.53万 | 0.06% | 24,691 | -822 | -3.2% | -$3.65万 | 减仓 |
| IWS | ISHARES TR | $110.97万 | 0.07% | 6,742 | -93 | -1.4% | -$1.53万 | 减仓 |
| CB | CHUBB LIMITED | $111.26万 | 0.07% | 3,265 | 308 | 10.4% | $10.50万 | 加仓 |
| AX | AXOS FINANCIAL INC | $111.97万 | 0.07% | 11,497 | 100 | 0.9% | $9,739 | 加仓 |
| — | ELEVATION SERIES TRUST | $114.84万 | 0.07% | 38,646 | -24,963 | -39.2% | -$74.18万 | 减仓 |
| AIQ | GLOBAL X FDS | $115.21万 | 0.07% | 17,560 | -7 | -0.0% | -$459 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $115.91万 | 0.07% | 36,381 | 9,966 | 37.7% | $31.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $116.62万 | 0.07% | 3,912 | 105 | 2.8% | $3.13万 | 加仓 |
| MCD | MCDONALDS CORP | $117.39万 | 0.07% | 4,343 | -2,899 | -40.0% | -$78.36万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $122.72万 | 0.07% | 1,544 | -1,470 | -48.8% | -$116.84万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $123.05万 | 0.07% | 27,139 | 3,309 | 13.9% | $15.00万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $123.60万 | 0.07% | 40,968 | -2,345 | -5.4% | -$7.07万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $124.97万 | 0.07% | 63,710 | -1,923 | -2.9% | -$3.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.78万 | 0.08% | 3,098 | 294 | 10.5% | $12.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $128.95万 | 0.08% | 7,128 | 218 | 3.2% | $3.94万 | 加仓 |
| ASML | ASML HLDG NV | $133.12万 | 0.08% | 669 | -38 | -5.4% | -$7.56万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $137.18万 | 0.08% | 25,830 | -1,194 | -4.4% | -$6.34万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $137.20万 | 0.08% | 8,741 | 20 | 0.2% | $3,139 | 加仓 |
| SNDK | SANDISK CORP | $138.02万 | 0.08% | 607 | 112 | 22.6% | $25.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $139.67万 | 0.08% | 13,668 | 589 | 4.5% | $6.02万 | 加仓 |
| ORCL | ORACLE CORP | $139.78万 | 0.08% | 9,538 | 270 | 2.9% | $3.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $141.39万 | 0.08% | 2,961 | -198 | -6.3% | -$9.45万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $143.74万 | 0.08% | 7,760 | 814 | 11.7% | $15.08万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $145.58万 | 0.09% | 16,781 | 1,406 | 9.1% | $12.20万 | 加仓 |
| IEFA | ISHARES TR | $146.40万 | 0.09% | 15,159 | 840 | 5.9% | $8.11万 | 加仓 |