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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $717.85万 | 0.42% | 63,381 | 1,942 | 3.2% | $22.00万 | 加仓 |
| ACWI | ISHARES TR | $722.57万 | 0.43% | 46,033 | 9,483 | 25.9% | $148.85万 | 加仓 |
| V | VISA INC | $724.98万 | 0.43% | 21,131 | 130 | 0.6% | $4.46万 | 加仓 |
| AVGO | BROADCOM INC | $752.29万 | 0.44% | 19,915 | 522 | 2.7% | $19.72万 | 加仓 |
| CAT | CATERPILLAR INC | $761.86万 | 0.45% | 7,154 | 3,623 | 102.6% | $385.83万 | 加仓 |
| HD | HOME DEPOT INC | $769.81万 | 0.45% | 21,827 | -90 | -0.4% | -$3.17万 | 减仓 |
| IEI | ISHARES TR | $831.10万 | 0.49% | 70,762 | -12,101 | -14.6% | -$142.13万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $898.62万 | 0.53% | 12 | -1 | -7.7% | -$74.89万 | 减仓 |
| GOOG | ALPHABET INC | $991.74万 | 0.59% | 28,069 | 2,082 | 8.0% | $73.56万 | 加仓 |
| IJH | ISHARES TR | $996.17万 | 0.59% | 129,188 | 80,786 | 166.9% | $622.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,058.43万 | 0.63% | 14,373 | 849 | 6.3% | $62.52万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,069.63万 | 0.63% | 206,054 | 47,566 | 30.0% | $246.92万 | 加仓 |
| IVV | ISHARES TR | $1,072.76万 | 0.63% | 14,325 | -543 | -3.7% | -$40.66万 | 减仓 |
| SO | SOUTHERN CO | $1,093.38万 | 0.65% | 114,238 | 567 | 0.5% | $5.43万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,135.50万 | 0.67% | 28,553 | -209 | -0.7% | -$8.31万 | 减仓 |
| IJR | ISHARES TR | $1,184.18万 | 0.70% | 79,845 | 3,334 | 4.4% | $49.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,370.28万 | 0.81% | 76,878 | -247 | -0.3% | -$4.40万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,401.41万 | 0.83% | 51,215 | 64 | 0.1% | $1.75万 | 加仓 |
| TLH | ISHARES TR | $1,450.01万 | 0.86% | 144,496 | 2,069 | 1.5% | $20.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,496.74万 | 0.88% | 40,125 | 155 | 0.4% | $5.78万 | 加仓 |
| EEM | ISHARES TR | $1,542.88万 | 0.91% | 225,535 | 9,702 | 4.5% | $66.37万 | 加仓 |
| GOOGL | ALPHABET INC | $1,767.01万 | 1.04% | 49,445 | 1,400 | 2.9% | $50.03万 | 加仓 |
| IWD | ISHARES TR | $1,959.66万 | 1.16% | 80,834 | -1,259 | -1.5% | -$30.52万 | 减仓 |
| IWF | ISHARES TR | $2,049.41万 | 1.21% | 165,049 | -6,551 | -3.8% | -$81.34万 | 减仓 |
| TSLA | TESLA INC | $2,239.56万 | 1.32% | 53,247 | 1,892 | 3.7% | $79.58万 | 加仓 |
| AMZN | AMAZON COM INC | $2,281.28万 | 1.35% | 95,715 | 329 | 0.3% | $7.84万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,434.50万 | 1.44% | 98,879 | 14,738 | 17.5% | $362.86万 | 加仓 |
| IEF | ISHARES TR | $2,674.54万 | 1.58% | 282,810 | -6,939 | -2.4% | -$65.62万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,706.52万 | 1.60% | 307,979 | 73 | 0.0% | $6,415 | 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 |
| NVDA | NVIDIA CORPORATION | $3,101.89万 | 1.83% | 155,025 | 8,349 | 5.7% | $167.05万 | 加仓 |
| EFA | ISHARES TR | $3,209.70万 | 1.90% | 308,982 | -86,585 | -21.9% | -$899.44万 | 减仓 |
| GLD | SPDR GOLD TR | $3,391.97万 | 2.00% | 92,078 | 2,696 | 3.0% | $99.32万 | 加仓 |
| AAPL | APPLE INC | $3,684.14万 | 2.18% | 127,320 | 6,632 | 5.5% | $191.90万 | 加仓 |
| NFLX | NETFLIX INC. | $4,592.99万 | 2.71% | 643,275 | -4,858 | -0.7% | -$34.69万 | 减仓 |
| IWB | ISHARES TR | $5,014.40万 | 2.96% | 122,452 | -1,507 | -1.2% | -$61.71万 | 减仓 |
| AGG | ISHARES TR | $5,297.38万 | 3.13% | 535,197 | 11,028 | 2.1% | $109.16万 | 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 |
| VOO | VANGUARD INDEX FDS | $3.83亿 | 22.62% | 557,683 | 62,319 | 12.6% | $4,280.13万 | 加仓 |