Keel Point, LLC
HUNTSVILLE AL · SEC CIK 0001386935
$15.13亿2026Q1 申报市值
465持仓数
47.1%前十大占比 · 第一大 19.6%
39 / 93新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1,541.44万
CLOA 新建仓+$821.52万
VEA 加仓+$742.54万
IVV 加仓+$347.71万
AGG 加仓+$312.28万
2026Q1 卖出最多 按季末市值估算
BBJP 清仓-$746.56万
NVDA 减仓-$705.20万
XLF 减仓-$700.34万
MSFT 减仓-$645.21万
XLK 减仓-$625.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PPLT | ABRDN PLATINUM ETF TRUST | $91.38万 | 0.06% | 5,127 | -1,999 | -28.1% | -$35.63万 | 减仓 |
| AMGN | AMGEN INC | $91.72万 | 0.06% | 2,607 | -1,023 | -28.2% | -$35.99万 | 减仓 |
| NVS | NOVARTIS AG | $91.88万 | 0.06% | 6,015 | -2,066 | -25.6% | -$31.56万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.04万 | 0.06% | 6,604 | -868 | -11.6% | -$12.10万 | 减仓 |
| USO | UNITED STS OIL FD LP | $92.21万 | 0.06% | 7,246 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $92.51万 | 0.06% | 17,600 | -1,149 | -6.1% | -$6.04万 | 减仓 |
| ASML | ASML HLDG NV | $93.40万 | 0.06% | 707 | -664 | -48.4% | -$87.72万 | 减仓 |
| SHV | ISHARES TR | $93.69万 | 0.06% | 8,487 | -3,251 | -27.7% | -$35.89万 | 减仓 |
| CRM | SALESFORCE INC | $94.55万 | 0.06% | 5,065 | -1,495 | -22.8% | -$27.91万 | 减仓 |
| WMB | WILLIAMS COS INC | $94.74万 | 0.06% | 13,017 | -626 | -4.6% | -$4.56万 | 减仓 |
| CB | CHUBB LTD SWITZ | $96.39万 | 0.06% | 2,957 | -411 | -12.2% | -$13.40万 | 减仓 |
| AX | AXOS FINANCIAL INC | $96.98万 | 0.06% | 11,397 | -1,342 | -10.5% | -$11.42万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $97.23万 | 0.06% | 26,415 | 9,560 | 56.7% | $35.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $97.43万 | 0.06% | 4,790 | -1,621 | -25.3% | -$32.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $99.14万 | 0.07% | 25,513 | 4,334 | 20.5% | $16.84万 | 加仓 |
| C | CITIGROUP INC | $99.56万 | 0.07% | 8,779 | -353 | -3.9% | -$4.00万 | 减仓 |
| IWS | ISHARES TR | $99.61万 | 0.07% | 6,835 | 1,128 | 19.8% | $16.44万 | 加仓 |
| FDX | FEDEX CORP | $100.16万 | 0.07% | 2,812 | -64 | -2.2% | -$2.28万 | 减仓 |
| MUB | ISHARES TR | $100.53万 | 0.07% | 9,471 | -21 | -0.2% | -$2,229 | 减仓 |
| AZO | AUTOZONE INC 看跌期权 | $101.33万 | 0.07% | 300 | 300 | — | $101.33万 | 新建仓 |
| ESGU | ISHARES TR | $102.64万 | 0.07% | 7,258 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $103.95万 | 0.07% | 14,452 | -13,022 | -47.4% | -$93.67万 | 减仓 |
| DY | DYCOM INDS INC | $104.55万 | 0.07% | 3,086 | -332 | -9.7% | -$11.25万 | 减仓 |
| GE | GE AEROSPACE | $106.00万 | 0.07% | 3,736 | -3,540 | -48.7% | -$100.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.76万 | 0.07% | 3,159 | -5,518 | -63.6% | -$186.48万 | 减仓 |
| IGM | ISHARES TR | $107.84万 | 0.07% | 9,100 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $108.92万 | 0.07% | 1,495 | -449 | -23.1% | -$32.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $109.16万 | 0.07% | 21,745 | -3,509 | -13.9% | -$17.62万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $109.35万 | 0.07% | 23,830 | 2,057 | 9.4% | $9.44万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $109.59万 | 0.07% | 9,885 | -2,086 | -17.4% | -$23.13万 | 减仓 |
| GEV | GE VERNOVA INC | $111.23万 | 0.07% | 1,274 | -610 | -32.4% | -$53.26万 | 减仓 |
| IYR | ISHARES TR | $111.68万 | 0.07% | 11,810 | 4,271 | 56.7% | $40.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.89万 | 0.07% | 12,047 | -1,589 | -11.7% | -$14.76万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $111.98万 | 0.07% | 15,375 | -10,501 | -40.6% | -$76.48万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $112.34万 | 0.07% | 6,946 | 3,131 | 82.1% | $50.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $114.25万 | 0.08% | 6,910 | 254 | 3.8% | $4.20万 | 加仓 |
| SBUX | STARBUCKS CORP | $117.17万 | 0.08% | 13,079 | -2,769 | -17.5% | -$24.81万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $120.62万 | 0.08% | 8,721 | -2,475 | -22.1% | -$34.23万 | 减仓 |
| NEM | NEWMONT CORP | $120.91万 | 0.08% | 11,170 | -2,801 | -20.0% | -$30.32万 | 减仓 |
| AZO | AUTOZONE INC | $123.96万 | 0.08% | 367 | -56 | -13.2% | -$18.92万 | 减仓 |
| IAU | ISHARES GOLD TR | $125.48万 | 0.08% | 14,233 | 3,292 | 30.1% | $29.02万 | 加仓 |
| T | AT&T INC | $126.33万 | 0.08% | 43,578 | -9,256 | -17.5% | -$26.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $127.22万 | 0.08% | 43,673 | -721 | -1.6% | -$2.10万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $127.46万 | 0.08% | 16,109 | -12,315 | -43.3% | -$97.44万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $128.80万 | 0.09% | 65,633 | 4,494 | 7.4% | $8.82万 | 加仓 |
| IEFA | ISHARES TR | $129.63万 | 0.09% | 14,319 | 268 | 1.9% | $2.43万 | 加仓 |
| CTAS | CINTAS CORP | $131.08万 | 0.09% | 7,750 | -584 | -7.0% | -$9.88万 | 减仓 |
| ORCL | ORACLE CORP | $136.34万 | 0.09% | 9,268 | -3,322 | -26.4% | -$48.87万 | 减仓 |
| IJJ | ISHARES TR | $140.95万 | 0.09% | 10,638 | -19 | -0.2% | -$2,518 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $141.26万 | 0.09% | 36,257 | -1,977 | -5.2% | -$7.70万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $142.16万 | 0.09% | 57,438 | -419 | -0.7% | -$1.04万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $144.08万 | 0.10% | 32,485 | -989 | -3.0% | -$4.39万 | 减仓 |
| IWM | ISHARES TR | $146.78万 | 0.10% | 5,918 | -2,547 | -30.1% | -$63.17万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $148.20万 | 0.10% | 2,966 | -2,446 | -45.2% | -$122.22万 | 减仓 |
| IVLU | ISHARES TR | $149.34万 | 0.10% | 37,636 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $151.08万 | 0.10% | 4,420 | -1,197 | -21.3% | -$40.91万 | 减仓 |
| SCZ | ISHARES TR | $151.27万 | 0.10% | 19,293 | 1,342 | 7.5% | $10.52万 | 加仓 |
| DVY | ISHARES TR | $152.09万 | 0.10% | 10,045 | 38 | 0.4% | $5,754 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $152.54万 | 0.10% | 28,222 | 304 | 1.1% | $1.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $153.19万 | 0.10% | 4,534 | -472 | -9.4% | -$15.95万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $153.50万 | 0.10% | 43,313 | 1,588 | 3.8% | $5.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $153.85万 | 0.10% | 5,874 | 154 | 2.7% | $4.03万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $155.20万 | 0.10% | 50,886 | -572 | -1.1% | -$1.74万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $165.55万 | 0.11% | 27,024 | -3,561 | -11.6% | -$21.81万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $168.18万 | 0.11% | 42,599 | -955 | -2.2% | -$3.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $168.53万 | 0.11% | 11,668 | -3,616 | -23.7% | -$52.23万 | 减仓 |
| GOVT | ISHARES TR | $168.69万 | 0.11% | 73,631 | -72,782 | -49.7% | -$166.74万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $168.97万 | 0.11% | 37,449 | 237 | 0.6% | $1.07万 | 加仓 |
| — | ELEVATION SERIES TRUST | $170.54万 | 0.11% | 63,609 | 3,122 | 5.2% | $8.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $176.75万 | 0.12% | 8,543 | -97 | -1.1% | -$2.01万 | 减仓 |
| EFV | ISHARES TR | $180.74万 | 0.12% | 24,309 | 70 | 0.3% | $5,204 | 加仓 |
| ANET | ARISTA NETWORKS INC | $182.33万 | 0.12% | 14,850 | -3,885 | -20.7% | -$47.70万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $189.78万 | 0.13% | 38,370 | 38,370 | — | $189.78万 | 新建仓 |
| SOXX | ISHARES TR | $189.88万 | 0.13% | 5,778 | 4,700 | 436.0% | $154.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $190.31万 | 0.13% | 1,910 | -761 | -28.5% | -$75.83万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $191.94万 | 0.13% | 19,161 | -55 | -0.3% | -$5,509 | 减仓 |
| EFG | ISHARES TR | $195.14万 | 0.13% | 17,522 | 155 | 0.9% | $1.73万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $196.39万 | 0.13% | 33,269 | -9,351 | -21.9% | -$55.20万 | 减仓 |
| TLT | ISHARES TR | $197.95万 | 0.13% | 22,834 | 1,669 | 7.9% | $14.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $201.89万 | 0.13% | 41,413 | -7,345 | -15.1% | -$35.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $215.57万 | 0.14% | 10,090 | 441 | 4.6% | $9.42万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $216.89万 | 0.14% | 7,557 | 176 | 2.4% | $5.05万 | 加仓 |
| ACWX | ISHARES TR | $217.64万 | 0.14% | 31,786 | 17,097 | 116.4% | $117.06万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $218.42万 | 0.14% | 55,393 | 1,537 | 2.9% | $6.06万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $219.38万 | 0.14% | 3,014 | -150 | -4.7% | -$10.92万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $224.78万 | 0.15% | 15,366 | -3,091 | -16.7% | -$45.22万 | 减仓 |
| MCD | MCDONALDS CORP | $225.08万 | 0.15% | 7,242 | 240 | 3.4% | $7.46万 | 加仓 |
| RTX | RTX CORPORATION | $226.46万 | 0.15% | 11,740 | 116 | 1.0% | $2.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $226.78万 | 0.15% | 10,545 | 1,533 | 17.0% | $32.97万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $228.58万 | 0.15% | 23,389 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $229.20万 | 0.15% | 26,454 | 26,454 | — | $229.20万 | 新建仓 |
| ABBV | ABBVIE INC | $237.21万 | 0.16% | 10,907 | -923 | -7.8% | -$20.07万 | 减仓 |
| DIS | DISNEY WALT CO | $240.15万 | 0.16% | 24,917 | -568 | -2.2% | -$5.47万 | 减仓 |
| LLY | ELI LILLY & CO | $245.67万 | 0.16% | 2,671 | -1,414 | -34.6% | -$130.05万 | 减仓 |
| LOW | LOWES COS INC | $246.82万 | 0.16% | 10,446 | -2,727 | -20.7% | -$64.43万 | 减仓 |
| CAT | CATERPILLAR INC | $250.16万 | 0.17% | 3,531 | -575 | -14.0% | -$40.74万 | 减仓 |
| ITOT | ISHARES TR | $250.98万 | 0.17% | 17,621 | 17,621 | — | $250.98万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $253.54万 | 0.17% | 12,923 | 48 | 0.4% | $9,417 | 加仓 |
| QUAL | ISHARES TR | $256.90万 | 0.17% | 13,393 | -497 | -3.6% | -$9.53万 | 减仓 |
| CSCO | CISCO SYS INC | $258.01万 | 0.17% | 33,253 | -888 | -2.6% | -$6.89万 | 减仓 |