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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $240.50万 | 0.14% | 42,208 | 795 | 1.9% | $4.53万 | 加仓 |
| SPGI | S&P GLOBAL INC | $233.61万 | 0.14% | 5,736 | -945 | -14.1% | -$38.49万 | 减仓 |
| LOW | LOWES COS INC | $227.38万 | 0.13% | 10,312 | -134 | -1.3% | -$2.95万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $225.72万 | 0.13% | 18,590 | -571 | -3.0% | -$6.93万 | 减仓 |
| EFG | ISHARES TR | $224.93万 | 0.13% | 18,078 | 556 | 3.2% | $6.92万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $224.64万 | 0.13% | 76,330 | 60,942 | 396.0% | $179.35万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $221.70万 | 0.13% | 7,047 | -510 | -6.7% | -$16.04万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $218.44万 | 0.13% | 17,554 | 1,044 | 6.3% | $12.99万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $218.39万 | 0.13% | 47,735 | 5,136 | 12.1% | $23.50万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $217.96万 | 0.13% | 78,688 | 21,250 | 37.0% | $58.86万 | 加仓 |
| AZO | AUTOZONE INC | $213.49万 | 0.13% | 668 | 301 | 82.0% | $96.20万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $202.56万 | 0.12% | 39,188 | 1,739 | 4.6% | $8.99万 | 加仓 |
| TLT | ISHARES TR | $197.41万 | 0.12% | 22,843 | 9 | 0.0% | $778 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $191.33万 | 0.11% | 2,045 | 135 | 7.1% | $12.63万 | 加仓 |
| EFV | ISHARES TR | $191.21万 | 0.11% | 24,979 | 670 | 2.8% | $5.13万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $184.31万 | 0.11% | 5,405 | 2,829 | 109.8% | $96.47万 | 加仓 |
| INTC | INTEL CORP | $183.14万 | 0.11% | 13,116 | 4,253 | 48.0% | $59.38万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $180.32万 | 0.11% | 51,802 | 916 | 1.8% | $3.19万 | 加仓 |
| GOVT | ISHARES TR | $178.07万 | 0.11% | 78,171 | 4,540 | 6.2% | $10.34万 | 加仓 |
| KLAC | KLA CORP | $177.54万 | 0.10% | 5,885 | 635 | 12.1% | $19.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $175.60万 | 0.10% | 15,051 | -315 | -2.0% | -$3.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $172.28万 | 0.10% | 11,749 | 81 | 0.7% | $1.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $172.07万 | 0.10% | 28,827 | 605 | 2.1% | $3.61万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $170.65万 | 0.10% | 33,428 | 159 | 0.5% | $8,117 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $167.82万 | 0.10% | 49,592 | 5,919 | 13.6% | $20.03万 | 加仓 |
| IWM | ISHARES TR | $167.62万 | 0.10% | 5,579 | -339 | -5.7% | -$10.19万 | 减仓 |
| XSOE | WISDOMTREE TR | $164.01万 | 0.10% | 33,348 | 33,348 | — | $164.01万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $163.33万 | 0.10% | 3,180 | 214 | 7.2% | $10.99万 | 加仓 |
| GEV | GE VERNOVA INC | $160.05万 | 0.09% | 1,362 | 88 | 6.9% | $10.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $159.82万 | 0.09% | 9,642 | 1,099 | 12.9% | $18.22万 | 加仓 |
| DVY | ISHARES TR | $157.43万 | 0.09% | 10,073 | 28 | 0.3% | $4,376 | 加仓 |
| IJJ | ISHARES TR | $157.16万 | 0.09% | 10,638 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $154.58万 | 0.09% | 16,626 | 517 | 3.2% | $4.81万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $154.53万 | 0.09% | 32,402 | -83 | -0.3% | -$3,958 | 减仓 |
| GE | GE AEROSPACE | $152.74万 | 0.09% | 4,087 | 351 | 9.4% | $13.12万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $149.80万 | 0.09% | 36,315 | 58 | 0.2% | $2,392 | 加仓 |
| IGM | ISHARES TR | $148.86万 | 0.09% | 9,100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $148.36万 | 0.09% | 18,033 | -1,260 | -6.5% | -$10.37万 | 减仓 |
| DY | DYCOM INDS INC | $146.57万 | 0.09% | 2,899 | -187 | -6.1% | -$9.45万 | 减仓 |
| IEFA | ISHARES TR | $146.40万 | 0.09% | 15,159 | 840 | 5.9% | $8.11万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $145.58万 | 0.09% | 16,781 | 1,406 | 9.1% | $12.20万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $143.74万 | 0.08% | 7,760 | 814 | 11.7% | $15.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $141.39万 | 0.08% | 2,961 | -198 | -6.3% | -$9.45万 | 减仓 |
| ORCL | ORACLE CORP | $139.78万 | 0.08% | 9,538 | 270 | 2.9% | $3.96万 | 加仓 |
| SBUX | STARBUCKS CORP | $139.67万 | 0.08% | 13,668 | 589 | 4.5% | $6.02万 | 加仓 |
| SNDK | SANDISK CORP | $138.02万 | 0.08% | 607 | 112 | 22.6% | $25.47万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $137.20万 | 0.08% | 8,741 | 20 | 0.2% | $3,139 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $137.18万 | 0.08% | 25,830 | -1,194 | -4.4% | -$6.34万 | 减仓 |
| ASML | ASML HLDG NV | $133.12万 | 0.08% | 669 | -38 | -5.4% | -$7.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $128.95万 | 0.08% | 7,128 | 218 | 3.2% | $3.94万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.78万 | 0.08% | 3,098 | 294 | 10.5% | $12.22万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $124.97万 | 0.07% | 63,710 | -1,923 | -2.9% | -$3.77万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $123.60万 | 0.07% | 40,968 | -2,345 | -5.4% | -$7.07万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $123.05万 | 0.07% | 27,139 | 3,309 | 13.9% | $15.00万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $122.72万 | 0.07% | 1,544 | -1,470 | -48.8% | -$116.84万 | 减仓 |
| MCD | MCDONALDS CORP | $117.39万 | 0.07% | 4,343 | -2,899 | -40.0% | -$78.36万 | 减仓 |
| TXN | TEXAS INSTRS INC | $116.62万 | 0.07% | 3,912 | 105 | 2.8% | $3.13万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $115.91万 | 0.07% | 36,381 | 9,966 | 37.7% | $31.75万 | 加仓 |
| AIQ | GLOBAL X FDS | $115.21万 | 0.07% | 17,560 | -7 | -0.0% | -$459 | 减仓 |
| — | ELEVATION SERIES TRUST | $114.84万 | 0.07% | 38,646 | -24,963 | -39.2% | -$74.18万 | 减仓 |
| AX | AXOS FINANCIAL INC | $111.97万 | 0.07% | 11,497 | 100 | 0.9% | $9,739 | 加仓 |
| CB | CHUBB LIMITED | $111.26万 | 0.07% | 3,265 | 308 | 10.4% | $10.50万 | 加仓 |
| IWS | ISHARES TR | $110.97万 | 0.07% | 6,742 | -93 | -1.4% | -$1.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $109.53万 | 0.06% | 24,691 | -822 | -3.2% | -$3.65万 | 减仓 |
| C | CITIGROUP INC | $108.29万 | 0.06% | 7,737 | -1,042 | -11.9% | -$14.58万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $107.82万 | 0.06% | 3,904 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $107.71万 | 0.06% | 5,153 | -188 | -3.5% | -$3.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $107.47万 | 0.06% | 14,233 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $106.83万 | 0.06% | 10,443 | 10,443 | — | $106.83万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $106.05万 | 0.06% | 9,899 | 14 | 0.1% | $1,500 | 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 |
| UBER | UBER TECHNOLOGIES INC | $104.86万 | 0.06% | 14,531 | 79 | 0.5% | $5,701 | 加仓 |
| NEM | NEWMONT CORP | $103.35万 | 0.06% | 11,066 | -104 | -0.9% | -$9,713 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $103.01万 | 0.06% | 1,019 | 91 | 9.8% | $9.20万 | 加仓 |
| MUB | ISHARES TR | $102.86万 | 0.06% | 9,558 | 87 | 0.9% | $9,363 | 加仓 |
| IYR | ISHARES TR | $102.65万 | 0.06% | 10,039 | -1,771 | -15.0% | -$18.11万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $99.59万 | 0.06% | 17,207 | -84 | -0.5% | -$4,862 | 减仓 |
| XYZ | BLOCK INC | $99.14万 | 0.06% | 13,045 | -323 | -2.4% | -$2.45万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $99.13万 | 0.06% | 6,082 | -17,143 | -73.8% | -$279.40万 | 减仓 |
| NVS | NOVARTIS AG | $97.62万 | 0.06% | 6,229 | 214 | 3.6% | $3.35万 | 加仓 |
| D | DOMINION ENERGY INC | $97.41万 | 0.06% | 14,264 | 347 | 2.5% | $2.37万 | 加仓 |
| WFC | WELLS FARGO & CO | $95.45万 | 0.06% | 11,550 | 378 | 3.4% | $3.12万 | 加仓 |
| VGT | VANGUARD WORLD FD | $94.94万 | 0.06% | 7,943 | -9 | -0.1% | -$1,076 | 减仓 |
| IGSB | ISHARES TR | $94.79万 | 0.06% | 18,086 | 486 | 2.8% | $2.55万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $94.67万 | 0.06% | 3,178 | 784 | 32.7% | $23.36万 | 加仓 |
| UNP | UNION PAC CORP | $94.16万 | 0.06% | 3,462 | 348 | 11.2% | $9.46万 | 加仓 |
| SHV | ISHARES TR | $93.65万 | 0.06% | 8,487 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $92.74万 | 0.05% | 21,903 | 158 | 0.7% | $6,690 | 加仓 |
| IWP | ISHARES TR | $91.84万 | 0.05% | 6,273 | -54 | -0.9% | -$7,906 | 减仓 |
| PWR | QUANTA SVCS INC | $91.08万 | 0.05% | 1,265 | 135 | 11.9% | $9.72万 | 加仓 |
| FDX | FEDEX CORP | $90.25万 | 0.05% | 2,882 | 70 | 2.5% | $2.19万 | 加仓 |
| T | AT&T INC | $89.72万 | 0.05% | 43,343 | -235 | -0.5% | -$4,864 | 减仓 |
| NEE | NEXTERA ENERGY INC | $89.68万 | 0.05% | 10,218 | -1,829 | -15.2% | -$16.05万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $89.30万 | 0.05% | 7,068 | 464 | 7.0% | $5.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $89.15万 | 0.05% | 1,815 | 156 | 9.4% | $7.66万 | 加仓 |
| ESGU | ISHARES TR | $88.58万 | 0.05% | 5,412 | -1,846 | -25.4% | -$30.21万 | 减仓 |
| TIP | ISHARES TR | $88.50万 | 0.05% | 8,087 | 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 |
| AMBA | AMBARELLA INC | $84.38万 | 0.05% | 9,835 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $84.09万 | 0.05% | 15,376 | 99 | 0.6% | $5,414 | 加仓 |