13F 机构持仓

Keel Point, LLC

HUNTSVILLE AL · SEC CIK 0001386935

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 22.6%
VEA 5.6%
AGG 3.1%
IWB 3.0%
NFLX 2.7%
AAPL 2.2%
GLD 2.0%
EFA 1.9%
NVDA 1.8%
SPY 1.8%

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
IVW ISHARES TR $84.03万0.05%6,110 50.1% $688 加仓
XLB SELECT SECTOR SPDR TR $83.53万0.05%16,434 220.1% $1,118 加仓
ETN EATON CORP PLC $83.51万0.05%1,960 31018.8% $13.21万 加仓
AFL AFLAC INC $83.50万0.05%7,121 640.9% $7,504 加仓
ETR ENTERGY CORP NEW $83.04万0.05%7,230 -454-5.9% -$5.21万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $81.61万0.05%49,027 00.0% — 不变
USO UNITED STS OIL FD LP $81.48万0.05%7,655 4095.6% $4.35万 加仓
DTCR GLOBAL X FDS $80.54万0.05%26,518 1820.7% $5,527 加仓
BNY BANK OF NY MELLON CORP $80.31万0.05%5,553 2,13762.6% $30.91万 加仓
AMGN AMGEN INC $79.81万0.05%2,204 -403-15.5% -$14.59万 减仓
TFC TRUIST FINL CORP $79.16万0.05%15,889 2131.4% $1.06万 加仓
PGR PROGRESSIVE CORP $78.87万0.05%3,611 1,69888.8% $37.09万 加仓
GD GENERAL DYNAMICS CORP $78.45万0.05%2,215 -12-0.5% -$4,250 减仓
UNM UNUM GROUP $78.13万0.05%8,740 -2,219-20.2% -$19.84万 减仓
LMT LOCKHEED MARTIN CORP $76.67万0.05%1,505 443.0% $2.24万 加仓
BA BOEING CO $75.61万0.04%3,493 1113.3% $2.40万 加仓
IJK ISHARES TR $74.83万0.04%6,369 30.0% $352 加仓
SCHA SCHWAB STRATEGIC TR $74.56万0.04%20,638 140.1% $506 加仓
COP CONOCOPHILLIPS $73.48万0.04%7,068 4947.5% $5.14万 加仓
AXP AMERICAN EXPRESS CO $72.49万0.04%2,143 1688.5% $5.68万 加仓
ISMD NORTHERN LTS FD TR IV $71.65万0.04%14,331 00.0% — 不变
FNK FIRST TR EXCHANGE-TRADED ALP $71.65万0.04%11,686 -161-1.4% -$9,871 减仓
DUK DUKE ENERGY CORP NEW $71.57万0.04%5,654 -534-8.6% -$6.76万 减仓
PH PARKER-HANNIFIN CORP $71.55万0.04%731 8212.6% $8.03万 加仓
— DIMENSIONAL ETF TRUST $71.08万0.04%10,169 00.0% — 不变
BSCS INVESCO EXCH TRD SLF IDX FD $70.66万0.04%34,695 00.0% — 不变
WELL WELLTOWER INC $69.51万0.04%3,063 2478.8% $5.61万 加仓
URI UNITED RENTALS INC $69.33万0.04%612 -883-59.1% -$100.04万 减仓
CMI CUMMINS INC $69.30万0.04%972 -257-20.9% -$18.32万 减仓
VO VANGUARD INDEX FDS $69.07万0.04%8,572 1802.1% $1.45万 加仓
XLY SELECT SECTOR SPDR TR $68.94万0.04%5,878 40.1% $469 加仓
ADI ANALOG DEVICES INC $68.24万0.04%1,718 17111.1% $6.79万 加仓
KMI KINDER MORGAN INC DEL $68.20万0.04%21,333 3,29918.3% $10.55万 加仓
DE DEERE & CO $68.02万0.04%1,072 252.4% $1.59万 加仓
AVUV AMERICAN CENTY ETF TR $67.56万0.04%5,415 -43-0.8% -$5,365 减仓
EWL ISHARES INC $66.91万0.04%10,646 00.0% — 不变
IVE ISHARES TR $66.71万0.04%2,938 120.4% $2,725 加仓
TJX TJX COS INC NEW $66.70万0.04%4,402 47312.0% $7.17万 加仓
VTEB VANGUARD MUN BD FDS $65.74万0.04%12,997 6,937114.5% $35.09万 加仓
BSJU INVESCO EXCH TRD SLF IDX FD $65.44万0.04%25,352 00.0% — 不变
PSX PHILLIPS 66 $65.01万0.04%3,845 1514.1% $2.55万 加仓
IWV ISHARES TR $64.69万0.04%1,517 1,517— $64.69万 新建仓
WWJD NORTHERN LTS FD TR IV $64.36万0.04%16,880 10.0% $38 加仓
INTU INTUIT $64.10万0.04%2,456 1,701225.3% $44.40万 加仓
ITA ISHARES TR $64.00万0.04%2,640 -9,647-78.5% -$233.85万 减仓
RSP INVESCO EXCHANGE TRADED FD T $63.70万0.04%2,994 1,873167.1% $39.85万 重新持有
AVIV AMERICAN CENTY ETF TR $63.53万0.04%8,206 -901-9.9% -$6.98万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $63.15万0.04%654 -14-2.1% -$1.35万 减仓
ILOW AB ACTIVE ETFS INC $62.96万0.04%13,849 00.0% — 不变
PPLT ABRDN PLATINUM ETF TRUST $62.54万0.04%44,260 -7,010-13.7% -$9.91万 减仓
DHI D R HORTON INC $61.78万0.04%3,793 1,74084.8% $28.34万 加仓
ABT ABBOTT LABORATORIES $61.77万0.04%6,807 4747.5% $4.30万 加仓
ALL ALLSTATE CORP $61.61万0.04%2,589 56427.9% $13.42万 加仓
CRM SALESFORCE INC $61.42万0.04%3,920 -1,145-22.6% -$17.94万 减仓
MNST MONSTER BEVERAGE CORP NEW $61.35万0.04%6,383 1,84340.6% $17.71万 加仓
NOC NORTHROP GRUMMAN CORP $61.35万0.04%1,205 332.8% $1.68万 加仓
VOX VANGUARD WORLD FD $61.22万0.04%3,328 00.0% — 不变
COF CAPITAL ONE FINL CORP $60.52万0.04%3,017 1,18664.8% $23.79万 加仓
ROST ROSS STORES INC $60.07万0.04%2,822 -34-1.2% -$7,238 减仓
IGIB ISHARES TR $59.28万0.04%11,149 4724.4% $2.51万 加仓
CRWD CROWDSTRIKE HLDGS INC $58.97万0.03%773 547.5% $4.12万 加仓
IBD NORTHERN LTS FD TR IV $58.96万0.03%24,806 110.0% $261 加仓
BIDU BAIDU INC $58.65万0.03%5,132 -83-1.6% -$9,486 减仓
AZN ASTRAZENECA PLC $57.69万0.03%3,042 2147.6% $4.06万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $57.38万0.03%11,909 -108-0.9% -$5,203 减仓
VGIT VANGUARD SCOTTSDALE FDS $57.08万0.03%9,679 -89-0.9% -$5,249 减仓
MPC MARATHON PETE CORP $57.02万0.03%2,230 452.1% $1.15万 加仓
MBB ISHARES TR $57.02万0.03%6,033 3416.0% $3.22万 加仓
RF REGIONS FINANCIAL CORP NEW $56.95万0.03%18,856 2531.4% $7,641 加仓
WM WASTE MGMT INC DEL $56.20万0.03%2,521 -159-5.9% -$3.54万 减仓
VMC VULCAN MATLS CO $55.84万0.03%1,893 432.3% $1.27万 加仓
MO ALTRIA GROUP INC $54.36万0.03%7,556 2,25942.6% $16.25万 加仓
WDC WESTERN DIGITAL CORP $54.36万0.03%851 -736-46.4% -$47.01万 重新持有
BLK BLACKROCK INC $54.14万0.03%563 -136-19.5% -$13.08万 减仓
— EA SERIES TRUST $53.86万0.03%12,370 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $52.87万0.03%9,176 1,43818.6% $8.29万 加仓
GLW CORNING INC $52.67万0.03%2,062 26414.7% $6.74万 加仓
VFH VANGUARD WORLD FD $52.52万0.03%3,991 -5-0.1% -$658 减仓
CDNS CADENCE DESIGN SYSTEM INC $52.18万0.03%1,390 41142.0% $15.43万 加仓
PRF INVESCO EXCHANGE TRADED FD T $51.77万0.03%9,582 -6,452-40.2% -$34.86万 减仓
MIDD MIDDLEBY CORP $51.72万0.03%3,007 00.0% — 不变
CL COLGATE PALMOLIVE CO $50.68万0.03%5,528 -36-0.6% -$3,301 减仓
FBND FIDELITY MERRIMACK STR TR $50.61万0.03%11,126 -1,237-10.0% -$5.63万 减仓
CI THE CIGNA GROUP $50.15万0.03%1,819 74168.7% $20.43万 加仓
ROK ROCKWELL AUTOMATION INC $49.97万0.03%1,009 282.9% $1.39万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $49.87万0.03%3,743 1,75688.4% $23.40万 加仓
AEP AMERICAN ELEC PWR CO INC $49.69万0.03%3,632 1514.3% $2.07万 加仓
VRTX VERTEX PHARMACEUTICALS INC $49.65万0.03%1,000 535.6% $2.63万 加仓
SFLO VICTORY PORTFOLIOS II $49.32万0.03%14,420 2,43820.3% $8.34万 加仓
PEP PEPSICO INC $49.26万0.03%3,638 -1,013-21.8% -$13.72万 减仓
CGW INVESCO EXCH TRADED FD TR II $49.21万0.03%7,486 00.0% — 不变
XLP SELECT SECTOR SPDR TR $49.09万0.03%5,909 00.0% — 不变
MCK MCKESSON CORP $48.74万0.03%645 121.9% $9,068 加仓
SPDW SPDR INDEX SHS FDS $48.65万0.03%9,655 -29-0.3% -$1,461 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $48.43万0.03%13,802 00.0% — 不变
FDVV FIDELITY COVINGTON TRUST $48.37万0.03%8,023 00.0% — 不变
HCA HCA HEALTHCARE INC $48.35万0.03%1,240 -30-2.4% -$1.17万 减仓
INDA ISHARES TR $48.22万0.03%9,763 00.0% — 不变
SCHW SCHWAB CHARLES CORP $48.12万0.03%5,216 390.8% $3,598 加仓
ODFL OLD DOMINION FREIGHT LINE IN $47.73万0.03%2,203 130.6% $2,816 加仓